MFMMFS MUN INCOME TR
CUSIP 552738106 · Yahoo Finance ↗ · Google Finance ↗
Mfs Mun Income Tr (MFM) has 85 institutional holders in Filings Flow’s 13F database, together reporting 18.00M shares worth $93M as of Q1 2026. The largest reported holders are Pathstone Holdings, LLC, Bank Of America Corp /De/, and Ubs Group AG.
Institutional Holders
85
Q1 2026
Reported Value
$93M
Ticker
MFM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Anderson Financial Strategies, LLC$182M AUM | 2.42% | $4M | 732.4K | Q2 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.50% | $2M | 330.9K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.47% | $817,524 | 151.7K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.40% | $963,951 | 179.2K | Q1 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.38% | $1M | 195.1K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.24% | $5M | 908.0K | Q1 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.23% | $377,974 | 70.1K | Q1 2026 |
| Almitas Capital LLC$443M AUM | 0.16% | $729,580 | 134.4K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.15% | $4M | 799.8K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.11% | $7M | 1.27M | Q1 2026 |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.11% | $333,301 | 61.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.10% | $26M | 4.83M | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.09% | $164,557 | 30.5K | Q4 2025OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.08% | $115,517 | 21.4K | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.07% | $2M | 333.2K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.06% | $416,448 | 77.3K | Q1 2026 |
| Matisse Capital$234M AUM | 0.06% | $147,751 | 27.4K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 0.05% | $243,391 | 45.2K | Q1 2026 |
| Ramiah Investment Group$275M AUM | 0.04% | $117,188 | 22.7K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $696,058 | 127.3K | Q1 2026 |
| Saba Capital Management, L.P.$3.6B AUM | 0.04% | $1M | 265.8K | Q1 2026 |
| Gridiron Partners, LLC$164M AUM | 0.04% | $64,470 | 11.9K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 832.4K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.03% | $255,839 | 47.5K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.03% | $207,898 | 38.6K | Q1 2026 |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.02% | $976,994 | 181.3K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $37,311 | 6.9K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $285,670 | 53.0K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.01% | $63,063 | 11.7K | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $79,858 | 14.8K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.01% | $55,770 | 10.3K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 0.01% | $61,996 | 11.5K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.01% | $20,153 | 3.9K | Q2 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.01% | $53,900 | 10.0K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $81,450 | 15.0K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $575,388 | 106.8K | Q1 2026 |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.01% | $673,750 | 125.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $157,811 | 157.8K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $147,566 | 27.2K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $19,646 | 3.6K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $59,074 | 11.0K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $53,900 | 10.0K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $13,171 | 2.4K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $64,625 | 12.5K | Q2 2025OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.00% | $61,104 | 11.3K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $302,578 | 56.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $817,060 | 151.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $145,530 | 27.0K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $105,619 | 19.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $211,613 | 40.9K | Q2 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $146,770 | 27.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $120,456 | 22.2K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $29,181 | 5.4K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.00% | $61,430 | 11.9K | Q2 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2M | 391.6K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $15,313 | 2.8K | Q4 2025OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.00% | $64,501 | 12.5K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $221,609 | 40.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $274,108 | 50.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $929,555 | 172.5K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $77,951 | 14.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $701,972 | 130.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 1.27M | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $57,840 | 10.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $182,217 | 33.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $43,174 | 8.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $114,901 | 21.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $88,337 | 16.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 1.61M | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.00% | $2,695 | 500 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $218,398 | 40.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $625,628 | 116.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 261.0K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 454.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $66,883 | 12.9K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 209.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $62,405 | 11.6K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,504 | 650 | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $60,143 | 11.1K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $23,732 | 4.4K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $14,893 | 2.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $132,157 | 24.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $184,892 | 34.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $883,884 | 164.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $596,026 | 110.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $110,565 | 20.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $236,422 | 43.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $100,000 | 18.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $543,779 | 100.9K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $92,647 | 17.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $691,000 | 128.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $107,892 | 20.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,050 | 1.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,299 | 1.0K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $540,866 | 100.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,399 | 445 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $61,359 | 11.3K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,190 | 221 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $64,491 | 12.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $964,804 | 177.7K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $2,695 | 500 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $211,042 | 38.9K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,806 | 335 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $528 | 102 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,773 | 700 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $26,455 | 5.1K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,919 | 727 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,211 | 2.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $115,982 | 21.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $84,849 | 15.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $146 | 83 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.