MFS HIGH YIELD MUNICIPAL TR (CMU) Top Institutional Shareholders
MFS HIGH YIELD MUNICIPAL TR (CMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $46.40M in CMU holdings during the latest filing period.
Bulldog Investors, Llp is currently the largest disclosed institutional shareholder of CMU tracked by InsiderSet, reporting ownership valued at approximately $12.64M in its March 31, 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 $11.87M, representing an estimated loss of -6.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed CMU value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Rivernorth Capital Management, Llc, Almitas Capital Llc, and several other long-term asset managers with concentrated positions in MFS HIGH YIELD MUNICIPAL TR (CMU).
This page ranks the largest institutional CMU 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
46
Total Reported Value
$46.40M
Largest Holder
Bulldog Investors, Llp
Largest Position
$12.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bulldog Investors, Llp | 2.84% | 3,531,732 | $12,643,601 | $11,866,620 | -$776,981 | -6.15% | |
| Rivernorth Capital Management, Llc | 0.53% | 2,955,950 | $10,582,301 | $9,931,992 | -$650,309 | -6.15% | |
| Almitas Capital Llc | 1.21% | 1,497,718 | $5,361,830 | $5,032,332 | -$329,498 | -6.15% | |
| Icon Advisers Inc/Co | 0.61% | 731,734 | $2,619,608 | $2,458,626 | -$160,982 | -6.15% | |
| Morgan Stanley | 0.00% | 710,702 | $2,544,314 | $2,387,959 | -$156,355 | -6.15% | |
| City Of London Investment Management Co Ltd | 0.18% | 676,122 | $2,420,517 | $2,271,770 | -$148,747 | -6.15% | |
| Bank Of America Corp | 0.00% | 405,971 | $1,453,376 | $1,364,063 | -$89,313 | -6.15% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 377,111 | $1,350,057 | $1,267,093 | -$82,964 | -6.15% | |
| Bank Of New York Mellon Corp | 0.00% | 354,378 | $1,268,675 | $1,190,710 | -$77,965 | -6.15% | |
| Guggenheim Capital Llc | 0.01% | 315,595 | $1,129,830 | $1,060,399 | -$69,431 | -6.15% | |
| Ramiah Investment Group | 0.07% | 243,600 | $1,061,252 | $818,496 | -$242,756 | -22.87% | |
| Lido Advisors, Llc | 0.00% | 146,367 | $523,994 | $491,793 | -$32,201 | -6.15% | |
| Ubs Group Ag | 0.00% | 129,606 | $463,989 | $435,476 | -$28,513 | -6.15% | |
| Melfa Wealth Management, Inc. | 0.26% | 124,236 | $444,763 | $417,433 | -$27,330 | -6.14% | |
| Matisse Capital | 0.15% | 98,712 | $353,389 | $331,672 | -$21,717 | -6.15% | |
| Evolve Private Wealth, Llc | 0.02% | 91,331 | $326,965 | $306,872 | -$20,093 | -6.15% | |
| Lpl Financial Llc | 0.00% | 60,315 | $215,928 | $202,658 | -$13,270 | -6.15% | |
| Osaic Holdings, Inc. | 0.00% | 46,113 | $165,091 | $154,940 | -$10,151 | -6.15% | |
| Raymond James Financial Inc | 0.00% | 43,988 | $157,478 | $147,800 | -$9,678 | -6.15% | |
| Equitable Holdings, Inc. | 0.00% | 33,335 | $117,006 | $112,006 | -$5,000 | -4.27% | |
| Pathstone Holdings, Llc | 0.00% | 30,929 | $110,726 | $103,921 | -$6,805 | -6.15% | |
| Novak & Powell Financial Services, Inc. | 0.06% | 30,789 | $110,223 | $103,451 | -$6,772 | -6.14% | |
| Cetera Investment Advisers | 0.00% | 30,249 | $108,291 | $101,637 | -$6,654 | -6.14% | |
| Citadel Advisors Llc | 0.00% | 27,368 | $97,977 | $91,956 | -$6,021 | -6.14% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 20,917 | $74,883 | $70,281 | -$4,602 | -6.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 20,000 | $71,600 | $67,200 | -$4,400 | -6.15% | |
| Mercer Global Advisors Inc | 0.00% | 18,540 | $66,373 | $62,294 | -$4,079 | -6.14% | |
| Hightower Advisors, Llc | 0.00% | 17,365 | $62,167 | $58,346 | -$3,821 | -6.15% | |
| Fisher Asset Management, Llc | 0.00% | 16,847 | $60,312 | $56,606 | -$3,706 | -6.14% | |
| Spirepoint Private Client, Llc | 0.01% | 16,247 | $58,164 | $54,590 | -$3,574 | -6.14% | |
| Wealthtrust Asset Management, Llc | 0.03% | 14,229 | $50,940 | $47,809 | -$3,131 | -6.15% | |
| Closed-End Fund Advisors, Inc. | 0.05% | 13,091 | $46,866 | $43,986 | -$2,880 | -6.15% | |
| International Assets Investment Management, Llc | 0.00% | 12,924 | $46,008 | $43,425 | -$2,583 | -5.62% | |
| Kestra Advisory Services, Llc | 0.00% | 12,756 | $45,667 | $42,860 | -$2,807 | -6.15% | |
| Susquehanna International Group, Llp | 0.00% | 11,851 | $42,427 | $39,819 | -$2,608 | -6.15% | |
| Mesirow Financial Investment Management, Inc. | 0.00% | 11,835 | $42,371 | $39,766 | -$2,605 | -6.15% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,696 | $41,872 | $39,299 | -$2,573 | -6.15% | |
| Wells Fargo & Company/Mn | 0.00% | 9,609 | $34,401 | $32,286 | -$2,115 | -6.15% | |
| Harbour Investments, Inc. | 0.00% | 2,024 | $7,246 | $6,801 | -$445 | -6.15% | |
| Independence Bank Of Kentucky | 0.00% | 2,000 | $7,160 | $6,720 | -$440 | -6.15% | |
| Rothschild Investment Llc | 0.00% | 1,537 | $5,502 | $5,164 | -$338 | -6.14% | |
| Highline Wealth Partners Llc | 0.00% | 1,000 | $3,580 | $3,360 | -$220 | -6.15% | |
| Mascoma Wealth Management Llc | 0.00% | 844 | $3,022 | $2,836 | -$186 | -6.16% | |
| Larson Financial Group Llc | 0.00% | 825 | $2,954 | $2,772 | -$182 | -6.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 26,138 | $94 | $87,824 | +$87,730 | +93329.45% | |
| Cohen & Steers, Inc. | 0.00% | 15,000 | $54 | $50,400 | +$50,346 | +93233.33% |
Frequently asked questions about CMU
Who owns the most CMU stock?
The largest holders of CMU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS HIGH YIELD MUNICIPAL TR (CMU).
Is CMU widely held by superinvestors?
Many widely followed stocks like CMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CMU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.