Who owns MUNY?
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58 institutions reported holding MUNY, worth $117.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MUNY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bridgewater Advisors Inc. | New York, NY | $29.2M | 287,315 | +21,553 shares |
| Francis Financial, Inc. | New York, NY | $17.7M | 170,398 | +20,772 shares |
| WNY Asset Management, LLC | Williamsville, NY | $8.5M | 81,565 | +2,167 shares |
| IEQ Capital, LLC | Foster City, CA | $8.0M | 77,012 | −5,382 shares |
| Ogorek Anthony Joseph /NY/ | Williamsville, NY | $6.0M | 57,890 | +53,011 shares |
| Rialto Wealth Management, LLC | Syracuse, NY | $4.4M | 42,042 | +16,413 shares |
| Guggenheim Capital LLC | Chicago, IL | $4.2M | 40,706 | +12,446 shares |
| Savvy Advisors, Inc. | New York, NY | $3.4M | 32,273 | New position |
| HighTower Advisors, LLC | Chicago, IL | $3.0M | 28,642 | −2,859 shares |
| Tortoise Investment Management, LLC | White Plains, NY | $2.6M | 25,410 | −1,387 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MUNY?
58 institutional managers reported holding MUNY in Form 13F filings for June 30, 2026, worth $117.6M in total. The largest reported position was held by Bridgewater Advisors Inc., at $29.2M.
Did institutions buy or sell MUNY last quarter?
Reported 13F value rose 19.9% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MUNY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.