Franklin Managed Municipal Income Trust
PMM- Exchange
- NYSE
- SEC CIK
- 0000844790
In the last 90 days, Franklin Managed Municipal Income Trust insiders filed 1 open-market purchase and 1 sale; 87 institutions reported holding it in 13F filings for Q2 2026, worth $65.2M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Franklin Managed Municipal Income Trust 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
- 91
- +1 vs. Q4 2025
- Shares held
- 9.69M
- +218.4K (+2.3%) vs. Q4 2025
- Total value
- $59.6M
- +$223.2K (+0.4%) vs. Q4 2025
- New holders
- 9
- 24 more added
- Sold out
- 8
- 18 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PMM 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 | 87 | $65.2M |
| Q1 2026 | 91 | $59.6M |
| Q4 2025 | 90 | $59.4M |
| Q3 2025 | 81 | $49.9M |
| Q2 2025 | 85 | $50.5M |
| Q1 2025 | 82 | $52.2M |
| Q4 2024 | 94 | $47.1M |
| Q3 2024 | 93 | $46.5M |
| Q2 2024 | 84 | $40.7M |
| Q1 2024 | 94 | $38.2M |
| Q4 2023 | 97 | $40.0M |
| Q3 2023 | 84 | $33.6M |
| Q2 2023 | 82 | $36.4M |
| Q1 2023 | 77 | $34.4M |
| Q4 2022 | 88 | $36.6M |
| Q3 2022 | 73 | $30.3M |
| Q2 2022 | 72 | $34.8M |
| Q1 2022 | 79 | $35.9M |
| Q4 2021 | 78 | $42.2M |
| Q3 2021 | 70 | $38.2M |
| Q2 2021 | 71 | $38.9M |
| Q1 2021 | 75 | $38.1M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| CoreCap Advisors, LLC | 100 | $615 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 459 | $2.82K | 0.00% | +459 | New |
| Community Financial Services Group, LLC | 570 | $3.48K | 0.00% | +570 | New |
| CDKV Holdings LLC | 661 | $4.07K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $7.38K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,420 | $8.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,454 | $8.89K | 0.00% | +1,454 | New |
| Grove Bank & Trust | 1,959 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,144 | $13.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,684 | $16.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,749 | $16.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3,105 | $19.1K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,780 | $23.0K | 0.00% | +3,780 | New |
| The PNC Financial Services Group, Inc. | 4,110 | $25.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,700 | $34.8K | 0.00% | +21+0.4% | Added |
| Wolverine Asset Management LLC | 6,249 | $38.4K | 0.00% | +6,249 | New |
| Activest Wealth Management | 6,600 | $40.6K | 0.01% | +2,100+46.7% | Added |
| Duncker Streett & Co Inc | 7,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,100 | $43.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,444 | $45.8K | 0.00% | +188+2.6% | Added |
| Smallwood Wealth Investment Management, LLC | 9,000 | $55.4K | 0.03% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 10,000 | $60.7K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10,000 | $61.5K | 0.00% | +7,000+233.3% | Added |
| TCTC Holdings, LLC | 10,020 | $61.6K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,199 | $62.7K | 0.00% | +130+1.3% | Added |
| Jane Street Group, LLC | 11,172 | $68.7K | 0.00% | −27,679−71.2% | Reduced |
| Umb Bank N A | 11,200 | $68.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,735 | $72.2K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 12,000 | $73.8K | 0.00% | +12,000 | New |
| Wealthcare Advisory Partners LLC | 12,018 | $73.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,412 | $76.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,464 | $76.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,584 | $77.4K | 0.00% | +33+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 12,803 | $78.7K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $83.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,080 | $86.6K | 0.00% | +46+0.3% | Added |
| Meridian Wealth Management, LLC | 14,291 | $87.9K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 15,000 | $92.3K | 0.01% | +15,000 | New |
| Noble Wealth Management PBC | 16,793 | $103.3K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,327 | $106.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,285 | $112.5K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,762 | $115.4K | 0.00% | +2,512+15.5% | Added |
| Everstar Asset Management, LLC | 18,900 | $116.2K | 0.06% | −3,300−14.9% | Reduced |
| Cohen & Steers, Inc. | 20,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 20,000 | $123.0K | 0.01% | +20,000 | New |
| HighTower Advisors, LLC | 20,201 | $124.2K | 0.00% | −14,725−42.2% | Reduced |
| Jupiter Wealth Management LLC | 20,000 | $125.6K | 0.05% | +20,000 | New |
| Twin Focus Capital Partners, LLC | 23,993 | $147.6K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 27,700 | $170.4K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 27,986 | $172.1K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 29,014 | $178.4K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 31,870 | $196.0K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 31,984 | $196.7K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,419 | $199.4K | 0.00% | +8,000+32.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,920 | $202.0K | 0.00% | −305−0.9% | Reduced |
| WealthBridge Capital Management, LLC | 36,500 | $224.5K | 0.05% | +2,500+7.4% | Added |
| Allworth Financial LP | 39,197 | $241.1K | 0.00% | −2,932−7.0% | Reduced |
| Kestra Advisory Services, LLC | 39,476 | $242.8K | 0.00% | +4,624+13.3% | Added |
| Tyche Wealth Partners LLC | 39,722 | $244.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,683 | $256.4K | 0.00% | −3,618−8.0% | Reduced |
| XML Financial, LLC | 52,113 | $320.5K | 0.03% | −15,450−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 56,671 | $348.5K | 0.00% | +3,042+5.7% | Added |
| Keudell/Morrison Wealth Management | 57,600 | $354.2K | 0.07% | −2,000−3.4% | Reduced |
| Oppenheimer & Co Inc | 58,029 | $356.9K | 0.00% | +735+1.3% | Added |
| Capital Investment Advisors, LLC | 60,369 | $371.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 63,411 | $390.0K | 0.00% | −66,651−51.2% | Reduced |
| Rockefeller Capital Management L.P. | 68,871 | $423.6K | 0.00% | −3,549−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 69,937 | $430.1K | 0.00% | +21,890+45.6% | Added |
| Ackerman Capital Advisors, LLC | 75,730 | $465.7K | 0.10% | +38,146+101.5% | Added |
| Bridgewater Advisors Inc. | 76,102 | $477.9K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 78,196 | $480.9K | 0.00% | +5,116+7.0% | Added |
| Bank of America Corp | 88,372 | $543.5K | 0.00% | −48,267−35.3% | Reduced |
| Melfa Wealth Management, LLC | 95,856 | $589.5K | 0.34% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 101,416 | $623.7K | 0.15% | −6,000−5.6% | Reduced |
| Rivernorth Capital Management, LLC | 107,693 | $662.3K | 0.03% | −167,027−60.8% | Reduced |
| Royal Bank of Canada | 109,662 | $674.0K | 0.00% | +17,468+18.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 114,541 | $704.4K | 0.00% | −5,019−4.2% | Reduced |
| LPL Financial LLC | 227,108 | $1.40M | 0.00% | +38,503+20.4% | Added |
| Robinson Capital Management, LLC | 314,939 | $1.94M | 0.87% | +84,794+36.8% | Added |
| Ameriprise Financial Inc | 338,665 | $2.08M | 0.00% | +47,793+16.4% | Added |
| Van Eck Associates Corp | 361,325 | $2.22M | 0.00% | +42,648+13.4% | Added |
| Invesco Ltd. | 396,231 | $2.44M | 0.00% | −21,670−5.2% | Reduced |
| Morgan Stanley | 718,658 | $4.42M | 0.00% | −64,726−8.3% | Reduced |
| Advisors Asset Management, Inc. | 844,788 | $5.20M | 0.09% | −22,260−2.6% | Reduced |
| Guggenheim Capital LLC | 945,720 | $5.82M | 0.05% | +7,727+0.8% | Added |
| Raymond James Financial Inc | 1,028,029 | $6.32M | 0.00% | +400,979+63.9% | Added |
| Wells Fargo & Company | 1,073,585 | $6.60M | 0.00% | −38,182−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,214,019 | $7.47M | 0.25% | +204,669+20.3% | Added |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −221,351−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −25,850−100.0% | Sold out |
| Kennedy Investment Group | 0 | $0 | 0.00% | −14,748−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,065−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |