MFS MUNICIPAL INCOME TRUST (MFM) Institutional Shareholders
MFS MUNICIPAL INCOME TRUST (MFM) 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 $151.34M in MFM holdings during the latest filing period.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of MFM tracked by InsiderSet, reporting ownership valued at approximately $26.01M 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 $25.67M, representing an estimated loss of -1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed MFM value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Bank Of America Corp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in MFS MUNICIPAL INCOME TRUST (MFM).
This page ranks the largest institutional MFM 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
124
Total Reported Value
$151.34M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$26.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.10% | 4,825,845 | $26,011,304 | $25,673,495 | -$337,809 | -1.30% | |
| Bank Of America Corp | 0.00% | 2,173,502 | $12,215,082 | $11,563,031 | -$652,051 | -5.34% | |
| Ubs Group Ag | 0.00% | 1,821,270 | $10,235,537 | $9,689,156 | -$546,381 | -5.34% | |
| Rivernorth Capital Management, Llc | 0.40% | 1,509,877 | $8,485,509 | $8,032,546 | -$452,963 | -5.34% | |
| Advisors Asset Management, Inc. | 0.10% | 1,212,792 | $6,815,891 | $6,452,053 | -$363,838 | -5.34% | |
| Robinson Capital Management, Llc | 2.67% | 1,076,957 | $6,052,498 | $5,729,411 | -$323,087 | -5.34% | |
| Hennion & Walsh Asset Management, Inc. | 0.16% | 1,024,569 | $5,758,078 | $5,450,707 | -$307,371 | -5.34% | |
| Saba Capital Management, L.P. | 0.18% | 1,023,943 | $5,754,560 | $5,447,377 | -$307,183 | -5.34% | |
| Almitas Capital Llc | 1.18% | 878,531 | $4,937,344 | $4,673,785 | -$263,559 | -5.34% | |
| Guggenheim Capital Llc | 0.03% | 845,307 | $4,750,626 | $4,497,033 | -$253,593 | -5.34% | |
| Van Eck Associates Corp | 0.00% | 728,998 | $4,096,969 | $3,878,269 | -$218,700 | -5.34% | |
| Whitebox Advisors Llc | 0.05% | 575,062 | $3,231,848 | $3,059,330 | -$172,518 | -5.34% | |
| Morgan Stanley | 0.00% | 566,526 | $3,183,881 | $3,013,918 | -$169,963 | -5.34% | |
| Closed-End Fund Advisors, Inc. | 2.56% | 466,837 | $2,623,624 | $2,483,573 | -$140,051 | -5.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 460,275 | $2,586,750 | $2,448,663 | -$138,087 | -5.34% | |
| Invesco Ltd. | 0.00% | 455,662 | $2,560,820 | $2,424,122 | -$136,698 | -5.34% | |
| Summit Financial, Llc | 0.03% | 449,141 | $2,524,175 | $2,389,430 | -$134,745 | -5.34% | |
| Melfa Wealth Management, Inc. | 1.31% | 431,579 | $2,425,476 | $2,296,000 | -$129,476 | -5.34% | |
| Osaic Holdings, Inc. | 0.00% | 398,602 | $2,240,152 | $2,120,563 | -$119,589 | -5.34% | |
| Envestnet Asset Management Inc | 0.00% | 362,000 | $2,034,440 | $1,925,840 | -$108,600 | -5.34% | |
| Raymond James Financial Inc | 0.00% | 350,691 | $1,970,883 | $1,865,676 | -$105,207 | -5.34% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.60% | 345,429 | $1,941,311 | $1,837,682 | -$103,629 | -5.34% | |
| Mackay Shields Llc | 0.06% | 333,822 | $1,876,080 | $1,775,933 | -$100,147 | -5.34% | |
| City Of London Investment Management Co Ltd | 0.11% | 324,887 | $1,825,865 | $1,728,399 | -$97,466 | -5.34% | |
| Newedge Advisors, Llc | 0.01% | 320,314 | $1,800,162 | $1,704,070 | -$96,092 | -5.34% | |
| Logan Stone Capital, Llc | 0.31% | 256,998 | $1,444,329 | $1,367,229 | -$77,100 | -5.34% | |
| Riverbridge Partners Llc | 0.04% | 247,902 | $1,393,207 | $1,318,839 | -$74,368 | -5.34% | |
| Wells Fargo & Company/Mn | 0.00% | 235,722 | $1,324,754 | $1,254,041 | -$70,713 | -5.34% | |
| Bulldog Investors, Llp | 0.28% | 230,382 | $1,294,747 | $1,225,632 | -$69,115 | -5.34% | |
| Balanced Wealth Group Llc | 0.35% | 197,774 | $1,111,488 | $1,052,158 | -$59,330 | -5.34% | |
| Capital Investment Advisors, Llc | 0.01% | 192,571 | $1,082,249 | $1,024,478 | -$57,771 | -5.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 152,647 | $857,876 | $812,082 | -$45,794 | -5.34% | |
| Royal Bank Of Canada | 0.00% | 149,453 | $840,000 | $795,090 | -$44,910 | -5.35% | |
| Lpl Financial Llc | 0.00% | 143,472 | $806,315 | $763,271 | -$43,044 | -5.34% | |
| Bridgewater Advisors Inc. | 0.04% | 127,250 | $683,333 | $676,970 | -$6,363 | -0.93% | |
| Bank Of New York Mellon Corp | 0.00% | 114,290 | $642,308 | $608,023 | -$34,285 | -5.34% | |
| Blue Bell Private Wealth Management, Llc | 0.08% | 108,566 | $610,141 | $577,571 | -$32,570 | -5.34% | |
| Ameriprise Financial Inc | 0.00% | 99,726 | $560,460 | $530,542 | -$29,918 | -5.34% | |
| Lido Advisors, Llc | 0.00% | 92,341 | $518,956 | $491,254 | -$27,702 | -5.34% | |
| Rothschild Investment Llc | 0.02% | 86,372 | $485,411 | $459,499 | -$25,912 | -5.34% | |
| Captrust Financial Advisors | 0.00% | 72,105 | $405,230 | $383,599 | -$21,631 | -5.34% | |
| Tyche Wealth Partners Llc | 0.06% | 70,307 | $395,123 | $374,033 | -$21,090 | -5.34% | |
| Catalina Capital Group, Llc | 0.23% | 70,125 | $377,974 | $373,065 | -$4,909 | -1.30% | |
| Cetera Investment Advisers | 0.00% | 64,185 | $360,715 | $341,464 | -$19,251 | -5.34% | |
| Equitable Holdings, Inc. | 0.00% | 62,728 | $352,531 | $333,713 | -$18,818 | -5.34% | |
| Matisse Capital | 0.13% | 57,056 | $320,655 | $303,538 | -$17,117 | -5.34% | |
| Kestra Advisory Services, Llc | 0.00% | 51,447 | $289,133 | $273,698 | -$15,435 | -5.34% | |
| Novak & Powell Financial Services, Inc. | 0.12% | 45,630 | $256,440 | $242,752 | -$13,688 | -5.34% | |
| Mml Investors Services, Llc | 0.00% | 45,238 | $254,237 | $240,666 | -$13,571 | -5.34% | |
| Aviance Capital Partners, Llc | 0.03% | 44,535 | $250,287 | $236,926 | -$13,361 | -5.34% |
Frequently asked questions about MFM
Who owns the most MFM stock?
The largest holders of MFM 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 MUNICIPAL INCOME TRUST (MFM).
Is MFM widely held by superinvestors?
Many widely followed stocks like MFM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFM 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.