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, Q1 2026
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Mar 31, 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
- 96
- −5 vs. Q4 2025
- Shares held
- 29.0M
- +576.4K (+2.0%) vs. Q4 2025
- Total value
- $182.5M
- +$1.63M (+0.9%) vs. Q4 2025
- New holders
- 8
- 28 more added
- Sold out
- 13
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,076,820 | $38.2M | 1.22% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,743,950 | $23.5M | 0.09% | −42,067−1.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,985,192 | $12.5M | 0.63% | −209,923−9.6% | Reduced |
| Sit Investment Associates Inc | 1,918,882 | $12.1M | 0.25% | +814,749+73.8% | Added |
| Bulldog Investors, LLP | 1,576,371 | $9.92M | 2.23% | +95,859+6.5% | Added |
| Guggenheim Capital LLC | 1,294,233 | $8.14M | 0.06% | −251,461−16.3% | Reduced |
| Advisors Asset Management, Inc. | 1,142,845 | $7.19M | 0.12% | +156,638+15.9% | Added |
| Wells Fargo & Company | 1,002,643 | $6.31M | 0.00% | +46,596+4.9% | Added |
| Robinson Capital Management, LLC | 877,072 | $5.54M | 2.48% | +30,156+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 798,274 | $5.02M | 0.17% | +404,594+102.8% | Added |
| Van Eck Associates Corp | 579,935 | $3.65M | 0.00% | +68,282+13.3% | Added |
| Allspring Global Investments Holdings, LLC | 527,746 | $3.32M | 0.01% | +40,450+8.3% | Added |
| Altium Capital Management LP | 438,676 | $2.76M | 6.57% | +176,624+67.4% | Added |
| Capstone Investment Advisors, LLC | 379,865 | $2.39M | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 379,299 | $2.39M | 0.03% | −9,824−2.5% | Reduced |
| Riverbridge Partners LLC | 358,313 | $2.25M | 0.06% | +36,496+11.3% | Added |
| Gridiron Partners, LLC | 340,762 | $2.14M | 1.31% | −69,012−16.8% | Reduced |
| Whitebox Advisors LLC | 305,421 | $1.92M | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 298,400 | $1.88M | 0.00% | −25,000−7.7% | Reduced |
| Morgan Stanley | 279,389 | $1.76M | 0.00% | −286,080−50.6% | Reduced |
| City of London Investment Management Co Ltd | 270,829 | $1.70M | 0.12% | 00.0% | Unchanged |
| Invesco Ltd. | 248,561 | $1.56M | 0.00% | +60,216+32.0% | Added |
| Envestnet Asset Management Inc | 225,896 | $1.42M | 0.00% | +1,606+0.7% | Added |
| Professional Financial Management, Inc. | 219,485 | $1.38M | 1.44% | −137,245−38.5% | Reduced |
| 1607 Capital Partners, LLC | 206,145 | $1.30M | 0.09% | 00.0% | Unchanged |
| Almitas Capital LLC | 197,096 | $1.24M | 0.28% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 196,252 | $1.23M | 0.00% | +555+0.3% | Added |
| Park Avenue Securities LLC | 193,285 | $1.22M | 0.01% | +1,424+0.7% | Added |
| Lord, Abbett & Co. LLC | 183,547 | $1.16M | 0.00% | +23,547+14.7% | Added |
| Fiera Capital Corp | 170,221 | $1.07M | 0.00% | +170,221 | New |
| Bank of America Corp | 162,622 | $1.02M | 0.00% | −43,075−20.9% | Reduced |
| LPL Financial LLC | 161,364 | $1.01M | 0.00% | −6,954−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 157,399 | $990.0K | 0.00% | +12,810+8.9% | Added |
| Raymond James Financial Inc | 152,209 | $957.4K | 0.00% | −1,552−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 126,210 | $793.9K | 0.11% | −1,198−0.9% | Reduced |
| Toronto Dominion Bank | 121,630 | $765.1K | 0.00% | +121,630 | New |
| Traub Capital Management LLC | 119,038 | $748.7K | 0.74% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 113,340 | $712.9K | 0.15% | −43,577−27.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 104,718 | $658.7K | 0.67% | −933−0.9% | Reduced |
| Centaurus Financial, Inc. | 93,805 | $590.0K | 0.03% | −1,146−1.2% | Reduced |
| Summit Trail Advisors, LLC | 83,059 | $522.4K | 0.01% | +83,059 | New |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $507.0K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 63,181 | $397.4K | 0.05% | −694−1.1% | Reduced |
| Melfa Wealth Management, LLC | 60,323 | $379.4K | 0.22% | +250.0% | Added |
| Ameriprise Financial Inc | 60,252 | $379.0K | 0.00% | +3,100+5.4% | Added |
| Creative Planning | 56,233 | $353.7K | 0.00% | +45+0.1% | Added |
| Daner Wealth Management, LLC | 51,900 | $332.2K | 0.20% | 00.0% | Unchanged |
| Nuveen, LLC | 51,503 | $324.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 43,383 | $272.9K | 0.18% | −1,762−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 35,959 | $226.2K | 0.00% | +26+0.1% | Added |
| WealthBridge Capital Management, LLC | 35,257 | $221.8K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,290 | $209.4K | 0.00% | −19,361−36.8% | Reduced |
| Merit Financial Group, LLC | 29,526 | $185.7K | 0.00% | +2,517+9.3% | Added |
| Advisor Group Holdings, Inc. | 29,038 | $182.7K | 0.00% | −1,383−4.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,876 | $175.3K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 26,857 | $168.9K | 0.09% | +279+1.0% | Added |
| Evolve Private Wealth, LLC | 26,178 | $164.7K | 0.01% | +11,150+74.2% | Added |
| Rockefeller Capital Management L.P. | 25,000 | $157.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $156.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $152.1K | 0.01% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 22,973 | $144.5K | 0.09% | +116+0.5% | Added |
| Noble Wealth Management PBC | 22,956 | $144.4K | 0.07% | −15,740−40.7% | Reduced |
| Wedbush Securities Inc | 22,389 | $141.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,273 | $140.1K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 20,674 | $130.0K | 0.00% | +20,674 | New |
| Nations Financial Group Inc, | 20,200 | $127.1K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $125.8K | 0.00% | −4,375−17.9% | Reduced |
| MAI Capital Management | 19,444 | $122.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,849 | $118.6K | 0.00% | −134−0.7% | Reduced |
| RMB Capital Management, LLC | 18,000 | $113.2K | 0.00% | +18,000 | New |
| Summit Financial, LLC | 17,839 | $112.2K | 0.00% | +134+0.8% | Added |
| Susquehanna International Group, LLP | 17,788 | $111.9K | 0.00% | −407−2.2% | Reduced |
| Cetera Investment Advisers | 14,684 | $92.4K | 0.00% | +831+6.0% | Added |
| MML Investors Services, LLC | 14,419 | $90.7K | 0.00% | −3,731−20.6% | Reduced |
| WealthTrust Axiom LLC | 13,000 | $81.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,572 | $79.1K | 0.00% | +40.0% | Added |
| Confluence Wealth Services, Inc. | 12,500 | $78.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 12,295 | $77.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $75.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,931 | $68.8K | 0.00% | +10,931 | New |
| Fort Point Capital Partners LLC | 10,885 | $68.5K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 10,797 | $67.9K | 0.00% | −467−4.1% | Reduced |
| Mercer Global Advisors Inc | 10,150 | $63.8K | 0.00% | +10,150 | New |
| Farther Finance Advisors, LLC | 6,062 | $38.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4,500 | $28.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,152 | $26.0K | 0.00% | +31+0.8% | Added |
| Ronald Blue Trust, Inc. | 3,569 | $22.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $21.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,008 | $18.9K | 0.00% | −2,981−49.8% | Reduced |
| CWM, LLC | 2,654 | $16.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.98K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $4.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $4.43K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 4,571 | – | – | +4,571 | New |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −218,601−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −117,935−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −94,265−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −82,760−100.0% | Sold out |