MFS MUNICIPAL INCOME TRUST - MFM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pathstone Holdings, LLC | History | New | 4,646,069 | 25,228 | 0.1% | — | 1 | +4,646,069 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,587,494 | 8,620 | 0.0% | 0.0% | 2 | -81,939 | -4.91% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,165,389 | 6,328 | 0.0% | 0.0% | 3 | +24,937 | 2.19% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,131,102 | 6,141 | 0.1% | 0.08% | 4 | +245,549 | 27.73% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 918,774 | 4,988 | 0.04% | 0.04% | 5 | -24,988 | -2.65% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 810,998 | 4,403 | 0.21% | 0.12% | 6 | +413,450 | 104.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 712,453 | 3,869 | 0.01% | 0.01% | 7 | +47,824 | 7.2% | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 675,044 | 3,665 | 0.13% | 0.1% | 8 | +155,576 | 29.95% | Q4 2025 | Jan 14, 2026 |
| Invesco Ltd. | History | Added to | 477,800 | 2,594 | 0.0% | 0.0% | 9 | +33,374 | 7.51% | Q4 2025 | Feb 19, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 439,446 | 2,386 | 0.59% | 1.24% | 10 | -68,842 | -13.54% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 346,471 | 1,881 | 0.0% | 0.0% | 11 | +40,728 | 13.32% | Q4 2025 | Feb 13, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 339,657 | 1,844 | 0.06% | 0.08% | 12 | -93,498 | -21.59% | Q4 2025 | Jan 29, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 265,800 | 1,443 | 0.04% | 0.14% | 13 | -653,110 | -71.07% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 265,652 | 1,442 | 0.85% | — | 14 | +265,652 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 254,737 | 1,383 | 0.0% | 0.0% | 15 | -825 | -0.32% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 240,866 | 1,307 | 0.0% | 0.0% | 16 | -2,924 | -1.2% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 209,675 | 1,138 | 0.0% | 0.0% | 17 | +12,059 | 6.1% | Q4 2025 | Feb 18, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 190,172 | 1,021 | 0.37% | — | 18 | +190,172 | New | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Added to | 177,680 | 964 | 0.0% | 0.0% | 19 | +3,440 | 1.97% | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 170,000 | 923 | 0.0% | 0.0% | 20 | +10,000 | 6.25% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 163,727 | 889 | 0.02% | 0.01% | 21 | +52,043 | 46.6% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 163,324 | 886 | 0.0% | 0.0% | 22 | +15,844 | 10.74% | Q4 2025 | Feb 10, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 161,488 | 876 | 0.36% | 0.29% | 23 | +60,000 | 59.12% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 154,492 | 838 | 0.0% | 0.0% | 24 | +8,300 | 5.68% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 152,627 | 828 | 0.0% | 0.01% | 25 | -53,784 | -26.06% | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 151,674 | 823 | 0.47% | 0.4% | 26 | +24,450 | 19.22% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 140,658 | 763 | 0.0% | 0.0% | 27 | +43,729 | 45.11% | Q4 2025 | Feb 18, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 137,475 | 746 | 0.25% | 0.25% | 28 | +2,078 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Almitas Capital LLC | History | New | 134,361 | 729 | 0.16% | — | 29 | +134,361 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 127,250 | 696 | 0.05% | 0.04% | 30 | +22,610 | 21.61% | Q4 2025 | Jan 23, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 125,000 | 678 | 0.01% | — | 31 | +125,000 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 124,460 | 675 | 0.0% | 0.0% | 32 | -35,080 | -21.99% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 117,525 | 638 | 0.0% | 0.0% | 33 | +4,511 | 3.99% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 107,298 | 582 | 0.01% | 0.01% | 34 | -7,734 | -6.72% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 103,966 | 565 | 0.0% | — | 35 | +103,966 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,222 | 544 | 0.0% | 0.0% | 36 | +6,486 | 6.92% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 91,627 | 497 | 0.0% | 0.0% | 37 | +2,768 | 3.12% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 80,005 | 434 | 0.07% | 0.08% | 38 | -1,171 | -1.44% | Q4 2025 | Jan 23, 2026 |
| Catalina Capital Group, LLC | History | No change | 70,125 | 380 | 0.23% | 0.23% | 39 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Summit Financial, LLC | History | Added to | 56,105 | 304 | 0.0% | 0.0% | 40 | +32 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 55,835 | 303 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 53,000 | 287 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Matisse Capital | History | No change | 52,241 | 283 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 46,820 | 254 | 0.0% | 0.0% | 44 | -1,483 | -3.07% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,599 | 253 | 0.0% | 0.0% | 45 | +13,977 | 42.85% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 46,422 | 252 | 0.03% | 0.03% | 46 | +152 | 0.33% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 43,863 | 238 | 0.0% | 0.0% | 47 | -15,924 | -26.63% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,349 | 219 | 0.0% | 0.0% | 48 | +231 | 0.58% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,866 | 211 | 0.0% | 0.0% | 49 | +28,488 | 274.5% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 38,571 | 209 | 0.03% | 0.03% | 50 | -1,377 | -3.45% | Q4 2025 | Feb 09, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 34,993 | 190 | 0.04% | 0.03% | 51 | +11,352 | 48.02% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,427 | 176 | 0.0% | 0.0% | 52 | +4,759 | 17.2% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 30,530 | 165 | 0.08% | 0.09% | 53 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,035 | 152 | 0.0% | 0.0% | 54 | -5,186 | -15.61% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 27,779 | 150 | 0.0% | — | 55 | +27,779 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,627 | 150 | 0.0% | 0.0% | 56 | +12,155 | 78.56% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 27,176 | 147 | 0.01% | 0.01% | 58 | +55 | 0.2% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 27,230 | 147 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 24,148 | 131 | 0.09% | 0.09% | 59 | -824 | -3.3% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 23,676 | 128 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 22,224 | 120 | 0.0% | 0.0% | 61 | +197 | 0.89% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,292 | 115 | 0.0% | 0.0% | 62 | +3,195 | 17.65% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | No change | 20,513 | 111 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Compound Planning, Inc. | History | New | 19,595 | 106 | 0.0% | — | 64 | +19,595 | New | Q4 2025 | Feb 19, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 17,062 | 92 | 0.0% | 0.0% | 65 | +7,062 | 70.62% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,789 | 85 | 0.0% | 0.0% | 66 | -175 | -1.1% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,626 | 84 | 0.0% | — | 67 | +15,626 | New | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 15,000 | 81 | 0.01% | 0.02% | 68 | -15,000 | -50.0% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | No change | 14,816 | 80 | 0.01% | 0.02% | 69 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| World Investment Advisors | History | No change | 14,212 | 77 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Mariner, LLC | History | Reduced | 12,126 | 65 | 0.0% | 0.0% | 71 | -268 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Reduced | 11,873 | 64 | 0.04% | 0.04% | 72 | -296,292 | -96.15% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,578 | 62 | 0.0% | 0.0% | 74 | -7,958 | -40.74% | Q4 2025 | Jan 29, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 11,502 | 62 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 11,300 | 61 | 0.0% | — | 75 | +11,300 | New | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 11,253 | 61 | 0.0% | — | 76 | +11,253 | New | Q4 2025 | Jan 16, 2026 |
| Verition Fund Management LLC | History | No change | 11,076 | 60 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 10,347 | 56 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,000 | 54 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,000 | 54 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| IFP Advisors, Inc | History | No change | 8,010 | 43 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 6,871 | 37 | 0.02% | — | 82 | +6,871 | New | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Advisors | History | Reduced | 5,414 | 29 | 0.0% | 0.0% | 83 | -6,000 | -52.57% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 3,618 | 19 | 0.01% | — | 84 | +3,618 | New | Q4 2025 | Feb 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 2,820 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | Added to | 2,426 | 13 | 0.01% | 0.01% | 86 | +33 | 1.38% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,080 | 11 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | No change | 700 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 650 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bank of New Hampshire | History | New | 500 | 2 | 0.0% | — | 91 | +500 | New | Q4 2025 | Mar 16, 2026 |
| EASTERN BANK | History | No change | 500 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -133,612 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,614 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WealthBridge Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,960 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arax Advisory Partners | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 13, 2026 |