MMU Institutional Ownership & Shareholders
WESTERN ASSET MANAGED MUNICI (MMU) is currently held by 105 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $193.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of MMU tracked by InsiderSet, reporting ownership valued at approximately $46.32M 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 $42.36M, representing an estimated loss of -8.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
$193.06M
Largest Holder
Morgan Stanley
Largest Position
$46.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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% | 4,445,352 | $46,320,583 | $42,364,205 | -$3,956,378 | -8.54% | |
| Rivernorth Capital Management, Llc | 0.87% | 1,757,452 | $18,312,650 | $16,748,518 | -$1,564,132 | -8.54% | |
| Bank Of America Corp | 0.00% | 1,689,042 | $17,599,816 | $16,096,570 | -$1,503,246 | -8.54% | |
| Raymond James Financial Inc | 0.00% | 1,363,137 | $14,203,893 | $12,990,696 | -$1,213,197 | -8.54% | |
| Guggenheim Capital Llc | 0.08% | 1,203,813 | $12,543,732 | $11,472,338 | -$1,071,394 | -8.54% | |
| 1607 Capital Partners, Llc | 0.77% | 851,888 | $8,876,673 | $8,118,493 | -$758,180 | -8.54% | |
| Robinson Capital Management, Llc | 3.30% | 716,596 | $7,466,930 | $6,829,160 | -$637,770 | -8.54% | |
| Hennion & Walsh Asset Management, Inc. | 0.20% | 768,088 | $6,859,026 | $7,319,879 | +$460,853 | +6.72% | |
| Allianz Asset Management Gmbh | 0.01% | 544,800 | $5,676,816 | $5,191,944 | -$484,872 | -8.54% | |
| Van Eck Associates Corp | 0.00% | 460,084 | $4,794,075 | $4,384,601 | -$409,474 | -8.54% | |
| City Of London Investment Management Co Ltd | 0.24% | 403,471 | $3,602,996 | $3,845,079 | +$242,083 | +6.72% | |
| Wells Fargo & Company/Mn | 0.00% | 314,008 | $3,271,969 | $2,992,496 | -$279,473 | -8.54% | |
| Westview Management Dba Westview Investment Advisors | 1.50% | 294,741 | $3,071,203 | $2,808,882 | -$262,321 | -8.54% | |
| Rareview Capital Llc | 1.51% | 273,376 | $2,706,425 | $2,605,273 | -$101,152 | -3.74% | |
| Invesco Ltd. | 0.00% | 235,728 | $2,456,286 | $2,246,488 | -$209,798 | -8.54% | |
| Envestnet Asset Management Inc | 0.00% | 223,405 | $2,327,882 | $2,129,050 | -$198,832 | -8.54% | |
| Royal Bank Of Canada | 0.00% | 162,906 | $1,697,000 | $1,552,494 | -$144,506 | -8.52% | |
| Fiera Capital Corp | 0.01% | 150,621 | $1,569,471 | $1,435,418 | -$134,053 | -8.54% | |
| Rockefeller Capital Management L.P. | 0.00% | 143,824 | $1,498,647 | $1,370,643 | -$128,004 | -8.54% | |
| Lpl Financial Llc | 0.00% | 141,886 | $1,478,449 | $1,352,174 | -$126,275 | -8.54% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 141,406 | $1,473,451 | $1,347,599 | -$125,852 | -8.54% | |
| Ubs Group Ag | 0.00% | 139,039 | $1,448,786 | $1,325,042 | -$123,744 | -8.54% | |
| Melfa Wealth Management, Inc. | 0.58% | 104,027 | $1,083,966 | $991,377 | -$92,589 | -8.54% | |
| Osaic Holdings, Inc. | 0.00% | 94,292 | $982,545 | $898,603 | -$83,942 | -8.54% | |
| Wakefield Asset Management Lllp | 0.22% | 92,365 | $962,444 | $880,238 | -$82,206 | -8.54% | |
| Nuveen, Llc | 0.00% | 91,512 | $953,555 | $872,109 | -$81,446 | -8.54% | |
| Cohen & Steers, Inc. | 0.00% | 74,000 | $771,000 | $705,220 | -$65,780 | -8.53% | |
| Ameriprise Financial Inc | 0.00% | 67,451 | $702,839 | $642,808 | -$60,031 | -8.54% | |
| Ackerman Capital Advisors, Llc | 0.13% | 77,220 | $689,575 | $735,907 | +$46,332 | +6.72% | |
| Summit Trail Advisors, Llc | 0.01% | 65,304 | $680,469 | $622,347 | -$58,122 | -8.54% | |
| Chicago Partners Investment Group Llc | 0.01% | 71,411 | $668,409 | $680,547 | +$12,138 | +1.82% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.20% | 63,607 | $662,785 | $606,175 | -$56,610 | -8.54% | |
| Janney Montgomery Scott Llc | 0.00% | 62,098 | $647,000 | $591,794 | -$55,206 | -8.53% | |
| Closed-End Fund Advisors, Inc. | 0.55% | 53,855 | $561,169 | $513,238 | -$47,931 | -8.54% | |
| World Investment Advisors | 0.01% | 54,483 | $560,081 | $519,223 | -$40,858 | -7.30% | |
| Pfg Investments, Llc | 0.02% | 46,628 | $485,864 | $444,365 | -$41,499 | -8.54% | |
| Cary Street Partners Financial Llc | 0.01% | 46,379 | $483,269 | $441,992 | -$41,277 | -8.54% | |
| Traub Capital Management Llc | 0.41% | 44,104 | $459,564 | $420,311 | -$39,253 | -8.54% | |
| Compass Financial Group, Inc/Sd | 0.05% | 50,165 | $447,973 | $478,072 | +$30,099 | +6.72% | |
| Indiana Trust & Investment Management Co | 0.12% | 50,000 | $446,500 | $476,500 | +$30,000 | +6.72% | |
| Choreo, Llc | 0.00% | 47,653 | $425,541 | $454,133 | +$28,592 | +6.72% | |
| Titleist Asset Management, Llc | 0.03% | 47,246 | $421,904 | $450,254 | +$28,350 | +6.72% | |
| Stifel Financial Corp | 0.00% | 40,406 | $421,023 | $385,069 | -$35,954 | -8.54% | |
| Carson Advisory Inc. | 0.19% | 39,604 | $412,674 | $377,426 | -$35,248 | -8.54% | |
| Rock Point Advisors, Llc | 0.10% | 37,284 | $388,499 | $355,317 | -$33,182 | -8.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,124 | $385,960 | $410,972 | +$25,012 | +6.48% | |
| Bar Harbor Wealth Management | 0.02% | 41,682 | $372,220 | $397,229 | +$25,009 | +6.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,036 | $339,660 | $362,483 | +$22,823 | +6.72% | |
| Virtu Financial Llc | 0.01% | 31,500 | $328,000 | $300,195 | -$27,805 | -8.48% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 28,830 | $300,409 | $274,750 | -$25,659 | -8.54% |
Frequently asked questions about MMU
Who are the largest institutional holders of MMU?
The largest institutional holders of MMU reported in the latest SEC Form 13F filings include Morgan Stanley, Rivernorth Capital Management, Llc, Bank Of America Corp, Raymond James Financial Inc, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported MMU position.
What is MMU institutional ownership?
This page tracks MMU positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET MANAGED MUNICI (MMU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MMU?
InsiderSet currently tracks 105 institutional managers reporting MMU 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 MMU shareholders.
How much MMU stock do institutions own?
Institutional investment managers disclosed approximately $193.06M in MMU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MMU institutional ownership last updated?
The latest MMU 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 MMU 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 MMU position after the reporting date.
Are institutions buying or selling MMU?
Institutional buying and selling can be analyzed by comparing MMU positions across consecutive 13F reporting periods. InsiderSet's MMU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MMU ownership changes.
How has MMU institutional ownership changed over time?
InsiderSet tracks MMU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.