WESTERN ASSET MANAGED MUNICI (MMU) Institutional Shareholders
WESTERN ASSET MANAGED MUNICI (MMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $198.43M in MMU holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of MMU tracked by InsiderSet, reporting ownership valued at approximately $45.21M 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 $44.33M, representing an estimated loss of -1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed MMU value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Rivernorth Capital Management, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in WESTERN ASSET MANAGED MUNICI (MMU).
This page ranks the largest institutional MMU 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
105
Total Reported Value
$198.43M
Largest Holder
Morgan Stanley
Largest Position
$45.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 4,397,523 | $45,206,560 | $44,327,032 | -$879,528 | -1.95% | |
| Rivernorth Capital Management, Llc | 1.00% | 1,938,808 | $19,930,946 | $19,543,185 | -$387,761 | -1.95% | |
| Bank Of America Corp | 0.00% | 1,683,545 | $17,306,848 | $16,970,134 | -$336,714 | -1.95% | |
| 1607 Capital Partners, Llc | 0.99% | 1,330,555 | $13,678,105 | $13,411,994 | -$266,111 | -1.95% | |
| Raymond James Financial Inc | 0.00% | 1,158,855 | $11,913,025 | $11,681,258 | -$231,767 | -1.95% | |
| Guggenheim Capital Llc | 0.08% | 1,036,528 | $10,655,508 | $10,448,202 | -$207,306 | -1.95% | |
| Advisors Asset Management, Inc. | 0.12% | 687,348 | $7,065,937 | $6,928,468 | -$137,469 | -1.95% | |
| Robinson Capital Management, Llc | 3.05% | 668,431 | $6,817,996 | $6,737,784 | -$80,212 | -1.18% | |
| Hennion & Walsh Asset Management, Inc. | 0.18% | 614,247 | $6,400,454 | $6,191,610 | -$208,844 | -3.26% | |
| Allianz Asset Management Gmbh | 0.01% | 544,800 | $5,600,544 | $5,491,584 | -$108,960 | -1.95% | |
| Wells Fargo & Company/Mn | 0.00% | 490,950 | $5,046,964 | $4,948,776 | -$98,188 | -1.95% | |
| City Of London Investment Management Co Ltd | 0.25% | 333,471 | $3,428,082 | $3,361,388 | -$66,694 | -1.95% | |
| Leo Wealth, Llc | 0.22% | 299,771 | $3,081,642 | $3,021,692 | -$59,950 | -1.95% | |
| Westview Management Dba Westview Investment Advisors | 1.59% | 296,657 | $3,049,639 | $2,990,303 | -$59,336 | -1.95% | |
| Rareview Capital Llc | 1.51% | 273,376 | $2,706,425 | $2,755,630 | +$49,205 | +1.82% | |
| Invesco Ltd. | 0.00% | 235,010 | $2,415,903 | $2,368,901 | -$47,002 | -1.95% | |
| Envestnet Asset Management Inc | 0.00% | 223,373 | $2,296,278 | $2,251,600 | -$44,678 | -1.95% | |
| Hightower Advisors, Llc | 0.00% | 185,111 | $1,902,941 | $1,865,919 | -$37,022 | -1.95% | |
| Royal Bank Of Canada | 0.00% | 166,676 | $1,713,000 | $1,680,094 | -$32,906 | -1.92% | |
| Fiera Capital Corp | 0.01% | 156,264 | $1,606,394 | $1,575,141 | -$31,253 | -1.95% | |
| Rockefeller Capital Management L.P. | 0.00% | 145,654 | $1,497,331 | $1,468,192 | -$29,139 | -1.95% | |
| Ubs Group Ag | 0.00% | 141,152 | $1,451,043 | $1,422,812 | -$28,231 | -1.95% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 126,993 | $1,305,487 | $1,280,089 | -$25,398 | -1.95% | |
| Lpl Financial Llc | 0.00% | 124,562 | $1,280,493 | $1,255,585 | -$24,908 | -1.95% | |
| Osaic Holdings, Inc. | 0.00% | 114,522 | $1,177,312 | $1,154,382 | -$22,930 | -1.95% | |
| Melfa Wealth Management, Inc. | 0.58% | 104,027 | $1,083,966 | $1,048,592 | -$35,374 | -3.26% | |
| Nuveen, Llc | 0.00% | 91,512 | $940,743 | $922,441 | -$18,302 | -1.95% | |
| Summit Trail Advisors, Llc | 0.01% | 67,965 | $698,680 | $685,087 | -$13,593 | -1.95% | |
| Chicago Partners Investment Group Llc | 0.01% | 60,566 | $631,708 | $610,505 | -$21,203 | -3.36% | |
| Ameriprise Financial Inc | 0.00% | 59,491 | $611,569 | $599,669 | -$11,900 | -1.95% | |
| Choreo, Llc | 0.01% | 54,650 | $561,802 | $550,872 | -$10,930 | -1.95% | |
| Closed-End Fund Advisors, Inc. | 0.55% | 53,855 | $561,169 | $542,858 | -$18,311 | -3.26% | |
| World Investment Advisors | 0.01% | 54,483 | $560,081 | $549,189 | -$10,892 | -1.94% | |
| Indiana Trust & Investment Management Co | 0.14% | 50,000 | $521,000 | $504,000 | -$17,000 | -3.26% | |
| Titleist Asset Management, Llc | 0.03% | 48,908 | $509,625 | $492,993 | -$16,632 | -3.26% | |
| Pfg Investments, Llc | 0.02% | 46,628 | $485,864 | $470,010 | -$15,854 | -3.26% | |
| Cary Street Partners Financial Llc | 0.01% | 46,379 | $483,269 | $467,500 | -$15,769 | -3.26% | |
| Mosaic Family Wealth Partners, Llc | 0.05% | 45,933 | $472,191 | $463,005 | -$9,186 | -1.95% | |
| Traub Capital Management Llc | 0.41% | 44,104 | $459,564 | $444,568 | -$14,996 | -3.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 44,143 | $455,556 | $444,961 | -$10,595 | -2.33% | |
| Compass Financial Group, Inc/Sd | 0.06% | 43,346 | $445,602 | $436,928 | -$8,674 | -1.95% | |
| Ackerman Capital Advisors, Llc | 0.09% | 42,838 | $440,375 | $431,807 | -$8,568 | -1.95% | |
| Bar Harbor Wealth Management | 0.02% | 41,682 | $434,326 | $420,155 | -$14,171 | -3.26% | |
| Aviance Capital Partners, Llc | 0.05% | 41,234 | $423,891 | $415,639 | -$8,252 | -1.95% | |
| Carson Advisory Inc. | 0.21% | 39,604 | $407,129 | $399,208 | -$7,921 | -1.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,998 | $395,940 | $383,020 | -$12,920 | -3.26% | |
| Rock Point Advisors, Llc | 0.11% | 38,317 | $393,899 | $386,235 | -$7,664 | -1.95% | |
| Stifel Financial Corp | 0.00% | 36,766 | $377,948 | $370,601 | -$7,347 | -1.94% | |
| Fortitude Advisory Group L.L.C. | 0.13% | 31,754 | $330,877 | $320,080 | -$10,797 | -3.26% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 30,200 | $310,456 | $304,416 | -$6,040 | -1.95% |
Frequently asked questions about MMU
Who owns the most MMU stock?
The largest holders of MMU 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 WESTERN ASSET MANAGED MUNICI (MMU).
Is MMU widely held by superinvestors?
Many widely followed stocks like MMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MMU 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.