BNY Mellon Strategic Municipals, Inc.
LEO- Exchange
- NYSE
- SEC CIK
- 0000818972
No open-market purchases or sales by BNY Mellon Strategic Municipals, Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $191.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 2026. 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
- 101
- +6 vs. Q1 2026
- Shares held
- 29.7M
- +673.1K (+2.3%) vs. Q1 2026
- Total value
- $191.7M
- +$8.69M (+4.7%) vs. Q1 2026
- New holders
- 15
- 25 more added
- Sold out
- 9
- 25 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LEO 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 | 101 | $191.7M |
| Q1 2026 | 96 | $183.1M |
| Q4 2025 | 102 | $181.0M |
| Q3 2025 | 100 | $164.6M |
| Q2 2025 | 97 | $153.3M |
| Q1 2025 | 88 | $147.9M |
| Q4 2024 | 102 | $134.9M |
| Q3 2024 | 89 | $129.8M |
| Q2 2024 | 85 | $111.7M |
| Q1 2024 | 82 | $108.9M |
| Q4 2023 | 89 | $93.3M |
| Q3 2023 | 80 | $60.8M |
| Q2 2023 | 77 | $58.7M |
| Q1 2023 | 80 | $54.2M |
| Q4 2022 | 83 | $54.0M |
| Q3 2022 | 80 | $50.9M |
| Q2 2022 | 83 | $58.8M |
| Q1 2022 | 84 | $70.1M |
| Q4 2021 | 78 | $70.8M |
| Q3 2021 | 69 | $63.0M |
| Q2 2021 | 71 | $63.2M |
| Q1 2021 | 73 | $62.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,076,820 | $39.3M | 1.20% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,487,291 | $22.5M | 0.07% | −256,659−6.9% | Reduced |
| Sit Investment Associates Inc | 2,295,354 | $14.8M | 0.28% | +376,472+19.6% | Added |
| Rivernorth Capital Management, LLC | 2,006,388 | $13.0M | 0.62% | +21,196+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,683,135 | $10.9M | 0.31% | +884,861+110.8% | Added |
| Bulldog Investors, LLP | 1,510,131 | $9.76M | 2.15% | −66,240−4.2% | Reduced |
| Guggenheim Capital LLC | 1,351,087 | $8.73M | 0.06% | +56,854+4.4% | Added |
| Advisors Asset Management, Inc. | 1,155,820 | $7.47M | 0.11% | +12,975+1.1% | Added |
| Wells Fargo & Company | 1,132,581 | $7.32M | 0.00% | +129,938+13.0% | Added |
| Robinson Capital Management, LLC | 877,072 | $5.67M | 2.50% | 00.0% | Unchanged |
| Van Eck Associates Corp | 537,717 | $3.47M | 0.00% | −42,218−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 527,746 | $3.41M | 0.01% | 00.0% | Unchanged |
| Altium Capital Management LP | 438,676 | $2.83M | 5.97% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 404,971 | $2.62M | 1.37% | +64,209+18.8% | Added |
| Capstone Investment Advisors, LLC | 379,865 | $2.45M | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 370,005 | $2.39M | 0.03% | −9,294−2.5% | Reduced |
| Invesco Ltd. | 317,342 | $2.05M | 0.00% | +68,781+27.7% | Added |
| City of London Investment Management Co Ltd | 270,829 | $1.75M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 252,346 | $1.63M | 0.00% | −27,043−9.7% | Reduced |
| Cohen & Steers, Inc. | 248,400 | $1.60M | 0.00% | −50,000−16.8% | Reduced |
| Fiera Capital Corp | 246,842 | $1.59M | 0.01% | +76,621+45.0% | Added |
| Envestnet Asset Management Inc | 220,675 | $1.43M | 0.00% | −5,221−2.3% | Reduced |
| Professional Financial Management, Inc. | 207,157 | $1.34M | 1.36% | −12,328−5.6% | Reduced |
| 1607 Capital Partners, LLC | 206,145 | $1.33M | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 188,636 | $1.22M | 0.01% | −4,649−2.4% | Reduced |
| Lord, Abbett & Co. LLC | 183,547 | $1.19M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 180,730 | $1.17M | 0.00% | +23,331+14.8% | Added |
| Raymond James Financial Inc | 169,085 | $1.09M | 0.00% | +16,876+11.1% | Added |
| LPL Financial LLC | 162,811 | $1.05M | 0.00% | +1,447+0.9% | Added |
| Riverbridge Partners LLC | 138,053 | $891.8K | 0.02% | −220,260−61.5% | Reduced |
| Toronto Dominion Bank | 134,630 | $869.7K | 0.00% | +13,000+10.7% | Added |
| Blue Bell Private Wealth Management, LLC | 120,229 | $776.7K | 0.10% | −5,981−4.7% | Reduced |
| Traub Capital Management LLC | 116,438 | $752.2K | 0.67% | −2,600−2.2% | Reduced |
| Summit Trail Advisors, LLC | 114,659 | $740.7K | 0.01% | +31,600+38.0% | Added |
| Bank of New York Mellon Corp | 106,646 | $688.9K | 0.00% | −89,606−45.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 104,718 | $676.5K | 0.66% | 00.0% | Unchanged |
| Bank of America Corp | 100,716 | $650.6K | 0.00% | −61,906−38.1% | Reduced |
| Centaurus Financial, Inc. | 91,480 | $591.0K | 0.02% | −2,325−2.5% | Reduced |
| Ackerman Capital Advisors, LLC | 82,963 | $535.9K | 0.11% | −30,377−26.8% | Reduced |
| Almitas Capital LLC | 82,066 | $530.1K | 0.13% | −115,030−58.4% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $520.7K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 71,181 | $459.8K | 0.02% | +71,181 | New |
| Ameriprise Financial Inc | 62,495 | $403.7K | 0.00% | +2,243+3.7% | Added |
| Melfa Wealth Management, LLC | 60,335 | $389.8K | 0.21% | +120.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 58,283 | $376.5K | 0.12% | +58,283 | New |
| 180 Wealth Advisors, LLC | 57,188 | $369.4K | 0.04% | −5,993−9.5% | Reduced |
| Creative Planning | 56,379 | $364.2K | 0.00% | +146+0.3% | Added |
| Evolve Private Wealth, LLC | 52,837 | $341.3K | 0.02% | +26,659+101.8% | Added |
| Nuveen, LLC | 51,503 | $332.7K | 0.00% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 51,900 | $323.9K | 0.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 43,403 | $280.4K | 0.00% | +43,403 | New |
| Commonwealth Equity Services, LLC | 36,047 | $232.9K | 0.00% | +88+0.2% | Added |
| WealthBridge Capital Management, LLC | 35,257 | $227.8K | 0.05% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 34,638 | $223.8K | 0.16% | −8,745−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 32,690 | $211.2K | 0.00% | +3,652+12.6% | Added |
| Merit Financial Group, LLC | 31,057 | $200.6K | 0.00% | +1,531+5.2% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $180.1K | 0.07% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 27,163 | $175.5K | 0.08% | +306+1.1% | Added |
| Rockefeller Capital Management L.P. | 25,000 | $161.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $160.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $156.2K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 22,956 | $148.3K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,389 | $145.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,231 | $143.6K | 0.00% | −11,059−33.2% | Reduced |
| StoneX Group Inc. | 21,642 | $138.8K | 0.01% | +21,642 | New |
| Nations Financial Group Inc, | 20,200 | $130.5K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,196 | $130.0K | 0.00% | +20,196 | New |
| MAI Capital Management | 19,444 | $125.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,954 | $122.4K | 0.00% | +105+0.6% | Added |
| Summit Financial, LLC | 18,332 | $118.4K | 0.00% | +493+2.8% | Added |
| RMB Capital Management, LLC | 18,000 | $116.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,795 | $115.0K | 0.00% | +17,795 | New |
| MML Investors Services, LLC | 17,334 | $112.0K | 0.00% | +2,915+20.2% | Added |
| CI Private Wealth, LLC | 14,607 | $94.4K | 0.00% | −7,666−34.4% | Reduced |
| Cetera Investment Advisers | 14,576 | $94.2K | 0.00% | −108−0.7% | Reduced |
| Clear Street Group Inc. | 14,126 | $91.3K | 0.00% | +14,126 | New |
| WealthTrust Axiom LLC | 13,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,572 | $81.2K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,500 | $80.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 12,295 | $79.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 12,184 | $78.7K | 0.00% | +12,184 | New |
| Hollencrest Capital Management | 11,994 | $77.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,842 | $76.5K | 0.00% | +11,842 | New |
| XTX Topco Ltd | 11,684 | $75.5K | 0.00% | +11,684 | New |
| Fort Point Capital Partners LLC | 10,885 | $70.3K | 0.01% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 10,848 | $70.1K | 0.04% | −12,125−52.8% | Reduced |
| Truist Financial Corp | 10,797 | $69.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,060 | $39.1K | 0.00% | −20.0% | Reduced |
| US Bancorp | 5,500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $32.3K | 0.00% | +5,000 | New |
| Gilpin Wealth Management, LLC | 4,500 | $29.1K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,091 | $26.6K | 0.00% | +4,091 | New |
| Capital Analysts, LLC | 4,091 | $26.0K | 0.00% | −61−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,569 | $23.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $22.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,008 | $19.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,500 | $16.1K | 0.00% | +2,500 | New |
| Prestige Wealth Management Group LLC | 950 | $6.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $4.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 345 | $2.23K | 0.00% | +345 | New |