BAB Institutional Ownership & Shareholders
INVESCO TAXABLE MUNICIPAL BO (BAB) is currently held by 173 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $525.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BAB tracked by InsiderSet, reporting ownership valued at approximately $46.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.88M, representing an estimated loss of -3.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed BAB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Wells Fargo & Company/Mn, State Of Wisconsin Investment Board, and several other long-term asset managers with concentrated positions in INVESCO TAXABLE MUNICIPAL BO (BAB).
This page ranks the largest institutional BAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
173
Total Reported Value
$525.15M
Largest Holder
Raymond James Financial Inc
Largest Position
$46.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,730,979 | $46,459,484 | $44,884,285 | -$1,575,199 | -3.39% | |
| Wells Fargo & Company/Mn | 0.01% | 1,450,389 | $38,928,439 | $37,608,587 | -$1,319,852 | -3.39% | |
| State Of Wisconsin Investment Board | 0.07% | 1,318,800 | $35,396,592 | $34,196,484 | -$1,200,108 | -3.39% | |
| Bank Of America Corp | 0.00% | 996,052 | $26,734,027 | $25,827,628 | -$906,399 | -3.39% | |
| Ameriprise Financial Inc | 0.01% | 948,647 | $25,459,618 | $24,598,417 | -$861,201 | -3.38% | |
| Gould Asset Management Llc | 2.98% | 705,394 | $18,932,779 | $18,290,866 | -$641,913 | -3.39% | |
| Morgan Stanley | 0.00% | 694,189 | $18,632,062 | $18,000,321 | -$631,741 | -3.39% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.33% | 637,933 | $17,122,122 | $16,541,603 | -$580,519 | -3.39% | |
| Envestnet Asset Management Inc | 0.00% | 627,610 | $16,845,042 | $16,273,927 | -$571,115 | -3.39% | |
| Pnc Financial Services Group, Inc. | 0.01% | 535,647 | $14,376,767 | $13,889,327 | -$487,440 | -3.39% | |
| Kingsview Wealth Management, Llc | 0.16% | 481,335 | $12,919,023 | $12,481,017 | -$438,006 | -3.39% | |
| Tortoise Investment Management, Llc | 0.93% | 464,700 | $12,472,546 | $12,049,671 | -$422,875 | -3.39% | |
| Conning Inc. | 0.38% | 490,000 | $12,397,000 | $12,705,700 | +$308,700 | +2.49% | |
| Rational Advisors, Inc. | 1.11% | 448,880 | $12,047,939 | $11,639,458 | -$408,481 | -3.39% | |
| Lpl Financial Llc | 0.00% | 438,156 | $11,760,095 | $11,361,385 | -$398,710 | -3.39% | |
| Ubs Group Ag | 0.00% | 421,006 | $11,299,801 | $10,916,686 | -$383,115 | -3.39% | |
| Bank Of Montreal | 0.00% | 397,845 | $10,678,160 | $10,316,121 | -$362,039 | -3.39% | |
| Guggenheim Capital Llc | 0.05% | 276,899 | $7,431,969 | $7,179,991 | -$251,978 | -3.39% | |
| Jane Street Group, Llc | 0.00% | 259,227 | $6,957,653 | $6,721,756 | -$235,897 | -3.39% | |
| Newedge Wealth, Llc | 0.07% | 258,836 | $6,947,160 | $6,711,617 | -$235,543 | -3.39% | |
| Bank Of New York Mellon Corp | 0.00% | 250,718 | $6,729,263 | $6,501,118 | -$228,145 | -3.39% | |
| Invesco Ltd. | 0.00% | 213,410 | $5,727,925 | $5,533,721 | -$194,204 | -3.39% | |
| Stifel Financial Corp | 0.00% | 206,231 | $5,535,190 | $5,347,570 | -$187,620 | -3.39% | |
| Barclays Plc | 0.00% | 200,000 | $5,368,000 | $5,186,000 | -$182,000 | -3.39% | |
| Shelter Mutual Insurance Co | 1.13% | 198,589 | $5,330,129 | $5,149,413 | -$180,716 | -3.39% | |
| Hobbs Group Advisors, Llc | 1.39% | 196,857 | $5,283,642 | $5,104,502 | -$179,140 | -3.39% | |
| Maltin Wealth Management, Inc. | 1.72% | 206,288 | $5,219,077 | $5,349,048 | +$129,971 | +2.49% | |
| Truist Financial Corp | 0.01% | 199,863 | $5,056,543 | $5,182,448 | +$125,905 | +2.49% | |
| Keybank National Association/Oh | 0.02% | 176,679 | $4,742,063 | $4,581,286 | -$160,777 | -3.39% | |
| Wealthspire Advisors, Llc | 0.03% | 173,794 | $4,664,622 | $4,506,478 | -$158,144 | -3.39% | |
| Jones Financial Companies Lllp | 0.00% | 151,647 | $4,092,947 | $3,932,207 | -$160,740 | -3.93% | |
| Hudson Capital Management Llc | 0.94% | 151,176 | $3,824,761 | $3,919,994 | +$95,233 | +2.49% | |
| Oceanside Advisors Llc | 1.86% | 137,047 | $3,678,331 | $3,553,629 | -$124,702 | -3.39% | |
| Cetera Investment Advisers | 0.00% | 134,550 | $3,611,332 | $3,488,882 | -$122,451 | -3.39% | |
| Corient Private Wealth Llc | 0.00% | 131,550 | $3,530,802 | $3,411,092 | -$119,711 | -3.39% | |
| D L Carlson Investment Group Inc | 0.54% | 127,129 | $3,412,153 | $3,296,455 | -$115,698 | -3.39% | |
| Donaldson Capital Management, Llc | 0.09% | 121,970 | $3,273,674 | $3,162,682 | -$110,992 | -3.39% | |
| Lakeshore Capital Group, Inc. | 2.06% | 128,223 | $3,244,040 | $3,324,822 | +$80,782 | +2.49% | |
| Freedom Investment Management, Inc. | 0.87% | 116,394 | $3,124,017 | $3,018,096 | -$105,921 | -3.39% | |
| Osaic Holdings, Inc. | 0.00% | 114,112 | $3,062,719 | $2,958,924 | -$103,795 | -3.39% | |
| Royal Bank Of Canada | 0.00% | 107,831 | $2,894,000 | $2,796,058 | -$97,942 | -3.38% | |
| Wrapmanager Inc | 0.88% | 104,380 | $2,801,559 | $2,706,573 | -$94,986 | -3.39% | |
| Astoria Portfolio Advisors Llc. | 0.47% | 104,072 | $2,793,297 | $2,698,587 | -$94,710 | -3.39% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 103,640 | $2,622,092 | $2,687,385 | +$65,293 | +2.49% | |
| Bnp Paribas Financial Markets | 0.00% | 93,243 | $2,502,642 | $2,417,791 | -$84,851 | -3.39% | |
| Mml Investors Services, Llc | 0.00% | 84,543 | $2,269,135 | $2,192,200 | -$76,935 | -3.39% | |
| Signature Wealth Management Group | 0.83% | 81,363 | $2,193,543 | $2,109,743 | -$83,800 | -3.82% | |
| Pfg Investments, Llc | 0.08% | 81,099 | $2,176,699 | $2,102,897 | -$73,802 | -3.39% | |
| Patten Group, Inc. | 0.30% | 78,110 | $1,976,186 | $2,025,392 | +$49,206 | +2.49% | |
| Onedigital Investment Advisors Llc | 0.02% | 71,716 | $1,924,846 | $1,859,596 | -$65,250 | -3.39% |
Frequently asked questions about BAB
Who are the largest institutional holders of BAB?
The largest institutional holders of BAB reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Wells Fargo & Company/Mn, State Of Wisconsin Investment Board, Bank Of America Corp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported BAB position.
What is BAB institutional ownership?
This page tracks BAB positions reported by institutional investment managers through SEC Form 13F. INVESCO TAXABLE MUNICIPAL BO (BAB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAB?
InsiderSet currently tracks 173 institutional managers reporting BAB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAB shareholders.
How much BAB stock do institutions own?
Institutional investment managers disclosed approximately $525.15M in BAB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAB institutional ownership last updated?
The latest BAB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAB position after the reporting date.
Are institutions buying or selling BAB?
Institutional buying and selling can be analyzed by comparing BAB positions across consecutive 13F reporting periods. InsiderSet's BAB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAB ownership changes.
How has BAB institutional ownership changed over time?
InsiderSet tracks BAB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.