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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.08K | 0.00% | +500 | New |
| Darwin Advisors, LLC | 1,000 | $6.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2,162 | $13.3K | 0.01% | +33+1.6% | Added |
| Royal Bank of Canada | 2,570 | $16.0K | 0.00% | +2,070+414.0% | Added |
| Kestra Advisory Services, LLC | 3,733 | $23.0K | 0.00% | +3,733 | New |
| Steward Partners Investment Advisory, LLC | 4,758 | $29.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,003 | $30.9K | 0.00% | +1,562+45.4% | Added |
| MAI Capital Management | 6,023 | $37.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $39.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $43.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8,188 | $50.5K | 0.00% | −30.0% | Reduced |
| Smith, Moore & Co. | 10,000 | $61.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $61.7K | 0.00% | 00.0% | Unchanged |
| Plan A Wealth LLC | 10,500 | $64.8K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,853 | $73.1K | 0.00% | −341−2.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 12,057 | $74.4K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 12,100 | $74.7K | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $75.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 12,831 | $79.2K | 0.00% | +12,831 | New |
| GWM Advisors LLC | 14,254 | $87.9K | 0.00% | +12+0.1% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $94.1K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,331 | $95.0K | 0.00% | +2,765+22.0% | Added |
| CJM Wealth Advisers, Ltd. | 15,443 | $95.3K | 0.03% | +237+1.6% | Added |
| MML Investors Services, LLC | 16,014 | $98.8K | 0.00% | +829+5.5% | Added |
| Novak & Powell Financial Services, Inc. | 18,030 | $111.2K | 0.06% | +18,030 | New |
| Cetera Investment Advisers | 18,877 | $116.5K | 0.00% | +240+1.3% | Added |
| Susquehanna International Group, LLP | 20,237 | $124.9K | 0.00% | +5,133+34.0% | Added |
| Jane Street Group, LLC | 21,907 | $135.2K | 0.00% | +11,692+114.5% | Added |
| Ameriprise Financial Inc | 23,259 | $143.5K | 0.00% | +4,775+25.8% | Added |
| Advisor Group Holdings, Inc. | 25,722 | $158.7K | 0.00% | −4,537−15.0% | Reduced |
| Evolve Private Wealth, LLC | 28,035 | $173.0K | 0.01% | +28,035 | New |
| Petersen Hastings Wealth Advisors Inc. | 28,930 | $178.5K | 0.02% | +28,930 | New |
| Pacitti Group Inc. | 29,156 | $179.9K | 0.07% | +82+0.3% | Added |
| Aviance Capital Partners, LLC | 33,469 | $206.5K | 0.02% | +187+0.6% | Added |
| Catalina Capital Group, LLC | 36,500 | $225.2K | 0.14% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 37,504 | $231.4K | 0.02% | −7,857−17.3% | Reduced |
| Traub Capital Management LLC | 37,810 | $233.3K | 0.22% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 38,173 | $235.5K | 0.15% | +38+0.1% | Added |
| Integrated Capital Management, Inc. | 38,573 | $238.0K | 0.16% | −730−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $239.2K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,452 | $261.9K | 0.00% | +5,833+15.9% | Added |
| Geneos Wealth Management Inc. | 42,860 | $264.4K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 44,111 | $272.2K | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 44,305 | $273.4K | 0.00% | +44,305 | New |
| Raymond James Financial Inc | 47,611 | $293.8K | 0.00% | −1,657−3.4% | Reduced |
| Gridiron Partners, LLC | 48,891 | $301.7K | 0.17% | −318,895−86.7% | Reduced |
| Cohen & Steers, Inc. | 50,000 | $309.0K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 54,030 | $333.4K | 0.14% | +5,555+11.5% | Added |
| Stifel Financial Corp | 60,728 | $374.7K | 0.00% | −6,501−9.7% | Reduced |
| Bank of America Corp | 73,353 | $452.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 81,005 | $499.8K | 0.13% | +81,005 | New |
| Noble Wealth Management PBC | 83,278 | $513.8K | 0.26% | −850−1.0% | Reduced |
| PFS Partners, LLC | 90,790 | $560.2K | 0.26% | +1,386+1.6% | Added |
| Bridgewater Advisors Inc. | 92,770 | $561.3K | 0.04% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 100,339 | $619.1K | 0.37% | +100,339 | New |
| Invesco Ltd. | 103,417 | $638.1K | 0.00% | −2,134−2.0% | Reduced |
| UBS Group AG | 112,793 | $695.9K | 0.00% | +1,458+1.3% | Added |
| Ackerman Capital Advisors, LLC | 122,251 | $754.3K | 0.15% | −4,773−3.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 123,005 | $758.9K | 0.11% | −4,077−3.2% | Reduced |
| Nuveen, LLC | 136,099 | $839.7K | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 159,401 | $983.5K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 173,085 | $1.07M | 0.01% | −864−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.16M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 194,125 | $1.20M | 0.00% | −3,238−1.6% | Reduced |
| Lord, Abbett & Co. LLC | 200,000 | $1.23M | 0.00% | +200,000 | New |
| Riverbridge Partners LLC | 237,540 | $1.47M | 0.03% | +72,954+44.3% | Added |
| Capital Investment Advisors, LLC | 261,588 | $1.61M | 0.02% | −16,816−6.0% | Reduced |
| Advisors Asset Management, Inc. | 330,711 | $2.04M | 0.03% | −4,560−1.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 341,091 | $2.10M | 0.71% | +2,512+0.7% | Added |
| Morgan Stanley | 362,328 | $2.24M | 0.00% | −67,550−15.7% | Reduced |
| Van Eck Associates Corp | 369,531 | $2.28M | 0.00% | +43,596+13.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 388,511 | $2.40M | 0.08% | −240,507−38.2% | Reduced |
| Wells Fargo & Company | 404,626 | $2.50M | 0.00% | +4,692+1.2% | Added |
| LPL Financial LLC | 583,166 | $3.60M | 0.00% | −68,259−10.5% | Reduced |
| Robinson Capital Management, LLC | 587,374 | $3.60M | 1.51% | +587,374 | New |
| Rivernorth Capital Management, LLC | 835,592 | $5.16M | 0.24% | −400,529−32.4% | Reduced |
| Almitas Capital LLC | 926,301 | $5.72M | 1.26% | +75,214+8.8% | Added |
| Karpus Management, Inc. | 951,272 | $5.87M | 0.18% | +90,963+10.6% | Added |
| Guggenheim Capital LLC | 1,239,418 | $7.65M | 0.06% | +278,303+29.0% | Added |
| Sit Investment Associates Inc | 1,862,381 | $11.5M | 0.23% | +195,867+11.8% | Added |
| Pathstone Holdings, LLC | 3,298,493 | $20.4M | 0.08% | −260,928−7.3% | Reduced |
| Bulldog Investors, LLP | 3,308,091 | $20.4M | 4.55% | +683,653+26.0% | Added |
| Saba Capital Management, L.P. | 5,179,441 | $32.0M | 1.07% | +26,850+0.5% | Added |
| 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 |