BNY Mellon Strategic Municipal Bond Fund, Inc.
DSM- Exchange
- NYSE
- SEC CIK
- 0000855887
No open-market purchases or sales by BNY Mellon Strategic Municipal Bond Fund, Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $159.0M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- −4 vs. Q3 2025
- Shares held
- 24.6M
- +545.4K (+2.3%) vs. Q3 2025
- Total value
- $151.9M
- +$11.2M (+8.0%) vs. Q3 2025
- New holders
- 11
- 28 more added
- Sold out
- 15
- 21 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $159.0M |
| Q1 2026 | 88 | $153.8M |
| Q4 2025 | 85 | $151.9M |
| Q3 2025 | 91 | $140.8M |
| Q2 2025 | 92 | $131.7M |
| Q1 2025 | 95 | $126.6M |
| Q4 2024 | 103 | $122.4M |
| Q3 2024 | 98 | $115.1M |
| Q2 2024 | 97 | $107.5M |
| Q1 2024 | 91 | $93.6M |
| Q4 2023 | 95 | $88.3M |
| Q3 2023 | 90 | $70.9M |
| Q2 2023 | 87 | $66.1M |
| Q1 2023 | 80 | $62.9M |
| Q4 2022 | 86 | $58.3M |
| Q3 2022 | 82 | $53.3M |
| Q2 2022 | 84 | $58.1M |
| Q1 2022 | 81 | $63.4M |
| Q4 2021 | 80 | $70.1M |
| Q3 2021 | 76 | $63.5M |
| Q2 2021 | 72 | $69.0M |
| Q1 2021 | 69 | $65.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,179,441 | $32.0M | 1.07% | +26,850+0.5% | Added |
| Bulldog Investors, LLP | 3,308,091 | $20.4M | 4.55% | +683,653+26.0% | Added |
| Pathstone Holdings, LLC | 3,298,493 | $20.4M | 0.08% | −260,928−7.3% | Reduced |
| Sit Investment Associates Inc | 1,862,381 | $11.5M | 0.23% | +195,867+11.8% | Added |
| Guggenheim Capital LLC | 1,239,418 | $7.65M | 0.06% | +278,303+29.0% | Added |
| Karpus Management, Inc. | 951,272 | $5.87M | 0.18% | +90,963+10.6% | Added |
| Almitas Capital LLC | 926,301 | $5.72M | 1.26% | +75,214+8.8% | Added |
| Rivernorth Capital Management, LLC | 835,592 | $5.16M | 0.24% | −400,529−32.4% | Reduced |
| Robinson Capital Management, LLC | 587,374 | $3.60M | 1.51% | +587,374 | New |
| LPL Financial LLC | 583,166 | $3.60M | 0.00% | −68,259−10.5% | Reduced |
| Wells Fargo & Company | 404,626 | $2.50M | 0.00% | +4,692+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 388,511 | $2.40M | 0.08% | −240,507−38.2% | Reduced |
| Van Eck Associates Corp | 369,531 | $2.28M | 0.00% | +43,596+13.4% | Added |
| Morgan Stanley | 362,328 | $2.24M | 0.00% | −67,550−15.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 341,091 | $2.10M | 0.71% | +2,512+0.7% | Added |
| Advisors Asset Management, Inc. | 330,711 | $2.04M | 0.03% | −4,560−1.4% | Reduced |
| Capital Investment Advisors, LLC | 261,588 | $1.61M | 0.02% | −16,816−6.0% | Reduced |
| Riverbridge Partners LLC | 237,540 | $1.47M | 0.03% | +72,954+44.3% | Added |
| Lord, Abbett & Co. LLC | 200,000 | $1.23M | 0.00% | +200,000 | New |
| Envestnet Asset Management Inc | 194,125 | $1.20M | 0.00% | −3,238−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.16M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 173,085 | $1.07M | 0.01% | −864−0.5% | Reduced |
| 1607 Capital Partners, LLC | 159,401 | $983.5K | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 136,099 | $839.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 123,005 | $758.9K | 0.11% | −4,077−3.2% | Reduced |
| Ackerman Capital Advisors, LLC | 122,251 | $754.3K | 0.15% | −4,773−3.8% | Reduced |
| UBS Group AG | 112,793 | $695.9K | 0.00% | +1,458+1.3% | Added |
| Invesco Ltd. | 103,417 | $638.1K | 0.00% | −2,134−2.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 100,339 | $619.1K | 0.37% | +100,339 | New |
| Bridgewater Advisors Inc. | 92,770 | $561.3K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 90,790 | $560.2K | 0.26% | +1,386+1.6% | Added |
| Noble Wealth Management PBC | 83,278 | $513.8K | 0.26% | −850−1.0% | Reduced |
| Opal Wealth Advisors, LLC | 81,005 | $499.8K | 0.13% | +81,005 | New |
| Bank of America Corp | 73,353 | $452.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 60,728 | $374.7K | 0.00% | −6,501−9.7% | Reduced |
| Palogic Value Management, L.P. | 54,030 | $333.4K | 0.14% | +5,555+11.5% | Added |
| Cohen & Steers, Inc. | 50,000 | $309.0K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 48,891 | $301.7K | 0.17% | −318,895−86.7% | Reduced |
| Raymond James Financial Inc | 47,611 | $293.8K | 0.00% | −1,657−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 44,305 | $273.4K | 0.00% | +44,305 | New |
| Melfa Wealth Management, LLC | 44,111 | $272.2K | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42,860 | $264.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,452 | $261.9K | 0.00% | +5,833+15.9% | Added |
| Fortitude Advisory Group L.L.C. | 38,762 | $239.2K | 0.10% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 38,573 | $238.0K | 0.16% | −730−1.9% | Reduced |
| Camelot Portfolios, LLC | 38,173 | $235.5K | 0.15% | +38+0.1% | Added |
| Traub Capital Management LLC | 37,810 | $233.3K | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 37,504 | $231.4K | 0.02% | −7,857−17.3% | Reduced |
| Catalina Capital Group, LLC | 36,500 | $225.2K | 0.14% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 33,469 | $206.5K | 0.02% | +187+0.6% | Added |
| Pacitti Group Inc. | 29,156 | $179.9K | 0.07% | +82+0.3% | Added |
| Petersen Hastings Wealth Advisors Inc. | 28,930 | $178.5K | 0.02% | +28,930 | New |
| Evolve Private Wealth, LLC | 28,035 | $173.0K | 0.01% | +28,035 | New |
| Advisor Group Holdings, Inc. | 25,722 | $158.7K | 0.00% | −4,537−15.0% | Reduced |
| Ameriprise Financial Inc | 23,259 | $143.5K | 0.00% | +4,775+25.8% | Added |
| Jane Street Group, LLC | 21,907 | $135.2K | 0.00% | +11,692+114.5% | Added |
| Susquehanna International Group, LLP | 20,237 | $124.9K | 0.00% | +5,133+34.0% | Added |
| Cetera Investment Advisers | 18,877 | $116.5K | 0.00% | +240+1.3% | Added |
| Novak & Powell Financial Services, Inc. | 18,030 | $111.2K | 0.06% | +18,030 | New |
| MML Investors Services, LLC | 16,014 | $98.8K | 0.00% | +829+5.5% | Added |
| CJM Wealth Advisers, Ltd. | 15,443 | $95.3K | 0.03% | +237+1.6% | Added |
| Janney Montgomery Scott LLC | 15,331 | $95.0K | 0.00% | +2,765+22.0% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $94.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,254 | $87.9K | 0.00% | +12+0.1% | Added |
| Bokf, NA | 12,831 | $79.2K | 0.00% | +12,831 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $75.4K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 12,100 | $74.7K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 12,057 | $74.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,853 | $73.1K | 0.00% | −341−2.8% | Reduced |
| Plan A Wealth LLC | 10,500 | $64.8K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $61.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $61.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8,188 | $50.5K | 0.00% | −30.0% | Reduced |
| Hollencrest Capital Management | 6,970 | $43.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $39.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $37.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,003 | $30.9K | 0.00% | +1,562+45.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,758 | $29.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,733 | $23.0K | 0.00% | +3,733 | New |
| Royal Bank of Canada | 2,570 | $16.0K | 0.00% | +2,070+414.0% | Added |
| Kilter Group LLC | 2,162 | $13.3K | 0.01% | +33+1.6% | Added |
| Prestige Wealth Management Group LLC | 1,447 | $8.93K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $6.17K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.08K | 0.00% | +500 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −335,217−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −72,059−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −61,178−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −37,340−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −23,593−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −19,352−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −16,341−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,856−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,737−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |