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, Q4 2025
Institutional positions in BNY Mellon Strategic Municipals, 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
- 102
- +3 vs. Q3 2025
- Shares held
- 28.4M
- +719.7K (+2.6%) vs. Q3 2025
- Total value
- $180.9M
- +$17.5M (+10.7%) vs. Q3 2025
- New holders
- 13
- 30 more added
- Sold out
- 10
- 30 more reduced
1 institution 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 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 | $182.5M |
| Q4 2025 | 102 | $180.9M |
| Q3 2025 | 100 | $163.4M |
| Q2 2025 | 97 | $152.4M |
| Q1 2025 | 88 | $147.9M |
| Q4 2024 | 102 | $134.9M |
| Q3 2024 | 89 | $129.8M |
| Q2 2024 | 85 | $111.7M |
| Q1 2024 | 82 | $99.8M |
| Q4 2023 | 89 | $89.0M |
| 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 | $58.7M |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,076,820 | $38.6M | 1.30% | +378,001+6.6% | Added |
| Pathstone Holdings, LLC | 3,786,017 | $24.1M | 0.09% | −53,642−1.4% | Reduced |
| Rivernorth Capital Management, LLC | 2,195,115 | $14.0M | 0.66% | +119,962+5.8% | Added |
| Guggenheim Capital LLC | 1,545,694 | $9.83M | 0.07% | +581,458+60.3% | Added |
| Bulldog Investors, LLP | 1,480,512 | $9.42M | 2.10% | +755,380+104.2% | Added |
| Sit Investment Associates Inc | 1,104,133 | $7.02M | 0.14% | +288,207+35.3% | Added |
| Advisors Asset Management, Inc. | 986,207 | $6.27M | 0.11% | +291,937+42.0% | Added |
| Wells Fargo & Company | 956,047 | $6.08M | 0.00% | −28,671−2.9% | Reduced |
| Robinson Capital Management, LLC | 846,916 | $5.39M | 2.26% | +846,916 | New |
| Morgan Stanley | 565,469 | $3.60M | 0.00% | +2,362+0.4% | Added |
| Van Eck Associates Corp | 511,653 | $3.25M | 0.00% | +58,383+12.9% | Added |
| Allspring Global Investments Holdings, LLC | 487,296 | $3.10M | 0.01% | +156,969+47.5% | Added |
| Gridiron Partners, LLC | 409,774 | $2.61M | 1.48% | −1,585,208−79.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 393,680 | $2.50M | 0.09% | −383,060−49.3% | Reduced |
| Capital Investment Advisors, LLC | 389,123 | $2.47M | 0.04% | −15,993−3.9% | Reduced |
| Capstone Investment Advisors, LLC | 379,865 | $2.42M | 0.02% | 00.0% | Unchanged |
| Professional Financial Management, Inc. | 356,730 | $2.27M | 2.57% | +356,730 | New |
| Cohen & Steers, Inc. | 323,400 | $2.06M | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 321,817 | $2.05M | 0.04% | +92,566+40.4% | Added |
| Whitebox Advisors LLC | 305,421 | $1.94M | 0.03% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 270,829 | $1.72M | 0.13% | 00.0% | Unchanged |
| Altium Capital Management LP | 262,052 | $1.67M | 6.59% | +262,052 | New |
| Envestnet Asset Management Inc | 224,290 | $1.43M | 0.00% | −951−0.4% | Reduced |
| Verition Fund Management LLC | 218,601 | $1.39M | 0.01% | −459,806−67.8% | Reduced |
| 1607 Capital Partners, LLC | 206,145 | $1.31M | 0.09% | 00.0% | Unchanged |
| Bank of America Corp | 205,697 | $1.31M | 0.00% | +13,732+7.2% | Added |
| Almitas Capital LLC | 197,096 | $1.25M | 0.28% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 195,697 | $1.24M | 0.00% | −543−0.3% | Reduced |
| Park Avenue Securities LLC | 191,861 | $1.22M | 0.01% | −1,942−1.0% | Reduced |
| Invesco Ltd. | 188,345 | $1.20M | 0.00% | +87,538+86.8% | Added |
| LPL Financial LLC | 168,318 | $1.07M | 0.00% | +5,229+3.2% | Added |
| Lord, Abbett & Co. LLC | 160,000 | $1.02M | 0.00% | +160,000 | New |
| Ackerman Capital Advisors, LLC | 156,917 | $998.0K | 0.20% | −68,344−30.3% | Reduced |
| Raymond James Financial Inc | 153,761 | $977.9K | 0.00% | +316+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 144,589 | $919.6K | 0.00% | +125,898+673.6% | Added |
| Blue Bell Private Wealth Management, LLC | 127,408 | $810.3K | 0.12% | −488−0.4% | Reduced |
| Traub Capital Management LLC | 119,038 | $757.1K | 0.73% | 00.0% | Unchanged |
| Matisse Capital | 117,935 | $750.1K | 0.34% | −155,165−56.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 105,651 | $671.9K | 0.40% | +105,651 | New |
| Centaurus Financial, Inc. | 94,951 | $604.0K | 0.03% | −7,475−7.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 94,265 | $599.5K | 0.20% | +660+0.7% | Added |
| Jane Street Group, LLC | 82,760 | $526.4K | 0.00% | +62,321+304.9% | Added |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $512.6K | 0.05% | +80,605 | New |
| Logan Stone Capital, LLC | 66,020 | $419.9K | 0.10% | −646,507−90.7% | Reduced |
| 180 Wealth Advisors, LLC | 63,875 | $406.2K | 0.05% | −1,092−1.7% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $383.5K | 0.22% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 57,152 | $363.5K | 0.00% | −5,862−9.3% | Reduced |
| Creative Planning | 56,188 | $357.4K | 0.00% | +518+0.9% | Added |
| Daner Wealth Management, LLC | 51,900 | $337.4K | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 52,651 | $334.9K | 0.00% | −10,714−16.9% | Reduced |
| Nuveen, LLC | 51,503 | $327.6K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 45,627 | $290.0K | 0.04% | −2,100−4.4% | Reduced |
| Integrated Capital Management, Inc. | 45,145 | $287.1K | 0.19% | +1,276+2.9% | Added |
| Noble Wealth Management PBC | 38,696 | $246.1K | 0.12% | −1,080−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 35,933 | $228.5K | 0.00% | +128+0.4% | Added |
| WealthBridge Capital Management, LLC | 35,257 | $224.2K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,421 | $193.5K | 0.00% | +15,579+105.0% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $177.3K | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,009 | $171.8K | 0.00% | +394+1.5% | Added |
| Royal Bank of Canada | 26,738 | $170.0K | 0.00% | −13,762−34.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 26,578 | $169.0K | 0.09% | +26,578 | New |
| Rockefeller Capital Management L.P. | 25,000 | $159.0K | 0.00% | −11,000−30.6% | Reduced |
| Spire Wealth Management | 24,908 | $158.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 24,375 | $155.0K | 0.00% | +11,875+95.0% | Added |
| Landscape Capital Management, L.L.C. | 24,174 | $153.7K | 0.01% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 22,857 | $145.4K | 0.08% | −79,214−77.6% | Reduced |
| Wedbush Securities Inc | 22,389 | $142.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,273 | $141.7K | 0.00% | −24,098−52.0% | Reduced |
| Nations Financial Group Inc, | 20,200 | $128.5K | 0.01% | −7,500−27.1% | Reduced |
| MAI Capital Management | 19,444 | $123.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,983 | $120.7K | 0.00% | −457−2.4% | Reduced |
| Susquehanna International Group, LLP | 18,195 | $115.7K | 0.00% | +207+1.2% | Added |
| MML Investors Services, LLC | 18,150 | $115.4K | 0.00% | +711+4.1% | Added |
| Summit Financial, LLC | 17,705 | $112.6K | 0.00% | +17,705 | New |
| Evolve Private Wealth, LLC | 15,028 | $95.6K | 0.01% | +15,028 | New |
| Cetera Investment Advisers | 13,853 | $88.1K | 0.00% | +298+2.2% | Added |
| WealthTrust Axiom LLC | 13,000 | $82.7K | 0.02% | −2,000−13.3% | Reduced |
| GWM Advisors LLC | 12,568 | $79.9K | 0.00% | +14+0.1% | Added |
| Confluence Wealth Services, Inc. | 12,500 | $79.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 12,295 | $78.2K | 0.00% | +12,295 | New |
| Citadel Advisors LLC | 12,192 | $77.5K | 0.00% | −1,844−13.1% | Reduced |
| Hollencrest Capital Management | 11,994 | $76.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,264 | $71.6K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10,885 | $70.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,062 | $38.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,989 | $38.1K | 0.00% | −4,755−44.3% | Reduced |
| US Bancorp | 5,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4,500 | $28.6K | 0.02% | +4,500 | New |
| Capital Analysts, LLC | 4,121 | $26.0K | 0.00% | +4,121 | New |
| Kestra Advisory Services, LLC | 3,700 | $23.5K | 0.00% | +3,700 | New |
| Ronald Blue Trust, Inc. | 3,569 | $22.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $21.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,654 | $17.0K | 0.00% | −3,651−57.9% | Reduced |
| Kilter Group LLC | 2,074 | $13.2K | 0.01% | +30+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,200 | $7.63K | 0.00% | +880+275.0% | Added |
| Prestige Wealth Management Group LLC | 950 | $6.04K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $4.77K | 0.00% | −750−50.0% | Reduced |
| Sound Income Strategies, LLC | 700 | $4.51K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 299 | $1.90K | 0.00% | 00.0% | Unchanged |