BLACKROCK MUNIHOLDINGS FD IN (MHD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
196
Reporting holders
$869.4M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $235.8M | 19,816,954 | 6.78% | 15q | -1.1%-$2.6M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $142.6M | 11,987,371 | 6.78% | 22q | -4.1%-$6.2M |
| MORGAN STANLEY | $70.9M | 5,960,341 | 0.00% | 35q | +12.6%+$7.9M |
| Pathstone Holdings, LLC | $43.8M | 3,677,624 | 0.13% | 11q | -6.0%-$2.8M |
| Hennion & Walsh Asset Management, Inc. | $27.5M | 2,310,272 | 0.78% | 22q | -14.2%-$4.6M |
| GUGGENHEIM CAPITAL LLC | $27.2M | 2,284,429 | 0.17% | 31q | +22.3%+$4.9M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $24.6M | 2,066,476 | 10.86% | 16q | HELD |
| MacKay Shields LLC | $23.6M | 1,982,355 | 0.79% | 22q | HELD |
| BANK OF AMERICA CORP /DE/ | $21.5M | 1,809,830 | 0.00% | 31q | HELD |
| VAN ECK ASSOCIATES CORP | $16.5M | 1,384,845 | 0.01% | 31q | +6.7%+$1.0M |
| TORONTO DOMINION BANK | $16.5M | 1,383,852 | 0.02% | 2q | -3.1%-$529.8K |
| Allspring Global Investments Holdings, LLC | $15.0M | 1,263,752 | 0.02% | 4q | +14.6%+$1.9M |
| Advisors Asset Management, Inc. | $14.7M | 1,231,476 | 0.22% | 23q | HELD |
| WELLS FARGO & COMPANY/MN | $13.7M | 1,149,124 | 0.00% | 31q | -43.7%-$10.6M |
| LPL Financial LLC | $12.7M | 1,065,866 | 0.00% | 31q | +8.6%+$1.0M |
| UBS Group AG | $11.8M | 989,613 | 0.00% | 31q | +158.5%+$7.2M |
| RAYMOND JAMES FINANCIAL INC | $6.7M | 565,710 | 0.00% | 7q | -1.2%-$81.2K |
| Dakota Wealth Management | $6.2M | 521,667 | 0.12% | 15q | HELD |
| Rareview Capital LLC | $6.1M | 548,051 | 3.43% | 7q | -9.6%-$652.6K |
| STIFEL FINANCIAL CORP | $5.9M | 498,348 | 0.00% | 22q | +4.5%+$256.5K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.4M | 453,034 | 0.32% | 7q | HELD |
| ROYAL BANK OF CANADA | $4.7M | 393,906 | 0.00% | 31q | -0.6%-$28.9K |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 373,213 | 0.00% | 22q | +53.0%+$1.5M |
| MELFA WEALTH MANAGEMENT, INC. | $4.3M | 362,781 | 2.33% | 15q | -5.2%-$235.3K |
| Atala Financial Inc | $4.2M | 356,455 | 2.58% | 7q | -0.7%-$28.3K |
| AMERIPRISE FINANCIAL INC | $4.1M | 348,737 | 0.00% | 31q | -32.8%-$2.0M |
| Westchester Capital Management, LLC | $3.9M | 326,160 | 0.19% | 5q | HELD |
| Invesco Ltd. | $3.6M | 306,323 | 0.00% | 8q | -19.7%-$891.5K |
| PNC Financial Services Group, Inc. | $3.6M | 304,305 | 0.00% | 22q | -1.1%-$40.1K |
| Cetera Investment Advisers | $3.2M | 272,919 | 0.00% | 22q | +14.2%+$404.5K |
| Callahan Advisors, LLC | $2.8M | 236,644 | 0.21% | 2q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $2.8M | 231,404 | 0.06% | 2q | +14.4%+$347.3K |
| Bank of New York Mellon Corp | $2.7M | 226,589 | 0.00% | 13q | -10.1%-$302.3K |
| Fiera Capital Corp | $2.5M | 213,883 | 0.01% | 22q | -33.8%-$1.3M |
| NewEdge Advisors, LLC | $2.1M | 178,396 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.1M | 174,963 | 0.00% | 26q | +57.9%+$763.2K |
| Compass Financial Group, INC/SD | $1.8M | 150,350 | 0.21% | 15q | -33.2%-$888.6K |
| Allegheny Financial Group | $1.8M | 147,691 | 0.19% | 2q | -5.0%-$92.7K |
| Capital Investment Advisors, LLC | $1.7M | 142,137 | 0.02% | 31q | -0.7%-$11.1K |
| OPPENHEIMER & CO INC | $1.6M | 138,302 | 0.02% | 22q | -1.6%-$26.0K |
| Professional Financial Management, Inc. | $1.6M | 138,149 | 1.67% | 2q | -2.9%-$49.7K |
| GOLDMAN SACHS GROUP INC | $1.6M | 133,698 | 0.00% | 6q | -4.6%-$76.2K |
| Wakefield Asset Management LLLP | $1.6M | 132,005 | 0.35% | 2q | -59.2%-$2.3M |
| TRUIST FINANCIAL CORP | $1.5M | 127,659 | 0.00% | 22q | +110.7%+$798.2K |
| Peak Asset Management, LLC | $1.5M | 127,261 | 0.22% | new | NEW |
| Westview Management dba Westview Investment Advisors | $1.5M | 122,349 | 0.71% | 2q | +2.8%+$39.4K |
| RIVERBRIDGE PARTNERS LLC | $1.3M | 112,138 | 0.04% | 17q | -3.2%-$44.5K |
| JANE STREET GROUP, LLC | $1.3M | 107,712 | 0.00% | 4q | +98.9%+$637.4K |
| 1607 Capital Partners, LLC | $1.3M | 106,017 | 0.11% | 2q | -40.9%-$872.5K |
| Wellspring Financial Advisors, LLC | $1.3M | 105,262 | 0.08% | 15q | +5.2%+$61.9K |
| Fortitude Advisory Group L.L.C. | $1.2M | 105,020 | 0.48% | 19q | HELD |
| Allworth Financial LP | $1.1M | 93,612 | 0.00% | 4q | HELD |
| Summit Trail Advisors, LLC | $1.1M | 92,929 | 0.01% | 2q | -51.5%-$1.2M |
| Steward Partners Investment Advisory, LLC | $1.1M | 90,888 | 0.01% | 29q | +139.6%+$630.1K |
| Thomas J. Herzfeld Advisors, Inc. | $1.0M | 86,578 | 0.32% | new | NEW |
| Baird Financial Group, Inc. | $1.0M | 85,037 | 0.00% | 17q | +48.1%+$328.7K |
| Mutual Advisors, LLC | $987.5K | 82,981 | 0.02% | 2q | +1.0%+$9.7K |
| Kestra Advisory Services, LLC | $942.2K | 79,173 | 0.00% | 3q | +55.0%+$334.2K |
| HighTower Advisors, LLC | $907.7K | 76,276 | 0.00% | 31q | -29.0%-$371.0K |
| Scarborough Advisors, LLC | $900.6K | 76,710 | 0.10% | 7q | +4.0%+$34.4K |
| Verdence Capital Advisors LLC | $894.8K | 75,194 | 0.05% | 4q | +1.3%+$11.1K |
| Pettinga Financial Advisors LLC | $875.3K | 73,558 | 0.14% | 3q | +20.8%+$150.5K |
| Merit Financial Group, LLC | $859.1K | 72,194 | 0.00% | 2q | +105.7%+$441.5K |
| CITADEL ADVISORS LLC | $835.7K | 70,229 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $813.8K | 68,385 | 0.36% | 6q | -1.4%-$11.1K |
| Indiana Trust & Investment Management Co | $809.2K | 68,000 | 0.22% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $770.0K | 64,706 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $751.3K | 63,137 | 0.00% | 4q | +363.4%+$589.2K |
| Curi Capital, LLC | $720.0K | 60,199 | 0.01% | 2q | HELD |
| Uniting Wealth Partners, LLC | $675.5K | 56,482 | 0.14% | 2q | HELD |
| &PARTNERS | $664.4K | 54,778 | 0.00% | 3q | +14.8%+$85.7K |
| FIFTH THIRD BANCORP | $657.8K | 55,276 | 0.00% | 2q | -16.7%-$132.2K |
| Melone Private Wealth, LLC | $655.2K | 55,060 | 0.25% | 2q | -53.2%-$745.2K |
| Nuveen, LLC | $653.9K | 54,947 | 0.00% | 6q | HELD |
| PETRA FINANCIAL ADVISORS INC | $652.5K | 54,828 | 0.30% | 2q | +29.8%+$149.7K |
| Balefire, LLC | $622.9K | 52,345 | 0.10% | 2q | +34.9%+$161.1K |
| WESBANCO BANK INC | $613.3K | 51,537 | 0.02% | 8q | HELD |
| Ackerman Capital Advisors, LLC | $612.2K | 51,444 | 0.12% | 10q | -29.6%-$257.8K |
| River Street Advisors LLC | $602.4K | 50,618 | 0.18% | 5q | HELD |
| Tyche Wealth Partners LLC | $592.5K | 49,786 | 0.08% | 2q | HELD |
| BTG Pactual Asset Management US LLC | $591.3K | 49,692 | 0.04% | 2q | -3.6%-$22.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $582.6K | 48,961 | 0.01% | 2q | +1.8%+$10.5K |
| Closed-End Fund Advisors, Inc. | $576.4K | 48,441 | 0.56% | 3q | -10.1%-$65.1K |
| CHOREO, LLC | $565.3K | 47,254 | 0.01% | 9q | +10.3%+$52.7K |
| ROTHSCHILD INVESTMENT LLC | $564.3K | 47,418 | 0.02% | 2q | +97.3%+$278.3K |
| Palogic Value Management, L.P. | $537.2K | 45,210 | 0.18% | 15q | -40.1%-$359.9K |
| Clare Market Investments LLC | $501.2K | 42,115 | 0.09% | 2q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $491.2K | 41,274 | 0.02% | 22q | -16.6%-$97.5K |
| Canvas Wealth Advisors, LLC | $488.3K | 40,827 | 0.07% | 2q | +1.5%+$7.5K |
| WHITEBOX ADVISORS LLC | $472.2K | 39,677 | 0.01% | 2q | HELD |
| Equitable Holdings, Inc. | $455.6K | 38,283 | 0.00% | 2q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $450.0K | 37,816 | 0.31% | 20q | +38.7%+$125.6K |
| Great Lakes Retirement, Inc. | $446.9K | 37,365 | 0.04% | 2q | +1.6%+$6.8K |
| Sowell Financial Services LLC | $418.4K | 35,161 | 0.01% | 2q | HELD |
| Concurrent Investment Advisors, LLC | $414.3K | 34,816 | 0.00% | 2q | +29.6%+$94.7K |
| Garden State Investment Advisory Services LLC | $406.1K | 34,122 | 0.07% | 15q | HELD |
| Corient Private Wealth LP | $395.3K | 33,226 | 0.00% | new | NEW |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $395.2K | 33,214 | 0.00% | 22q | -55.4%-$491.7K |
| XTX Topco Ltd | $377.4K | 31,714 | 0.00% | 2q | +36.8%+$101.4K |
| ALLIANCEBERNSTEIN L.P. | $366.8K | 32,518 | 0.00% | 22q | HELD |
Showing the largest 100 of 210 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 196 | $869.4M | 73,095,346 | 26 | 55 | 49 | 0.0% |
| Q1 2026 | 190 | $816.1M | 72,254,134 | 93 | 75 | 7 | 0.0% |
| Q4 2025 | 108 | $310.3M | 26,451,818 | 13 | 37 | 22 | 0.0% |
| Q3 2025 | 106 | $288.3M | 24,547,260 | 9 | 22 | 30 | 0.0% |
| Q2 2025 | 101 | $275.2M | 24,570,151 | 12 | 34 | 25 | 0.0% |
| Q1 2025 | 101 | $286.0M | 24,339,993 | 9 | 33 | 25 | 0.0% |
| Q4 2024 | 105 | $288.4M | 24,705,042 | 13 | 31 | 27 | 0.0% |
| Q3 2024 | 97 | $299.2M | 23,649,521 | 8 | 27 | 20 | 0.0% |
| Q2 2024 | 101 | $281.5M | 23,289,468 | 14 | 30 | 26 | 0.0% |
| Q1 2024 | 93 | $277.9M | 23,018,011 | 6 | 29 | 31 | 0.0% |
| Q4 2023 | 99 | $266.2M | 22,356,945 | 9 | 37 | 24 | 0.0% |
| Q3 2023 | 95 | $206.7M | 20,061,118 | 7 | 31 | 30 | 0.0% |
| Q2 2023 | 96 | $200.9M | 17,277,382 | 9 | 28 | 31 | 0.0% |
| Q1 2023 | 92 | $186.7M | 15,503,142 | 9 | 29 | 24 | 0.0% |
| Q4 2022 | 90 | $168.2M | 13,856,863 | 16 | 22 | 29 | 0.0% |
| Q3 2022 | 100 | $135.7M | 12,059,095 | 11 | 30 | 33 | 0.0% |
| Q2 2022 | 109 | $157.1M | 12,375,015 | 15 | 28 | 30 | 0.0% |
| Q1 2022 | 102 | $165.7M | 11,646,809 | 11 | 25 | 33 | 0.0% |
| Q4 2021 | 102 | $188.4M | 11,241,716 | 10 | 24 | 25 | 0.0% |
| Q3 2021 | 99 | $193.4M | 11,700,385 | 7 | 29 | 20 | 0.0% |
| Q2 2021 | 100 | $192.8M | 11,485,577 | 10 | 27 | 25 | 0.0% |
| Q1 2021 | 98 | $169.3M | 10,575,680 | 61 | 25 | 2 | 0.0% |
| Q4 2020 | 38 | $29.7M | 1,840,163 | 4 | 13 | 6 | 0.0% |
| Q3 2020 | 39 | $26.0M | 1,708,079 | 3 | 6 | 11 | 0.0% |
| Q2 2020 | 42 | $25.5M | 1,704,333 | 10 | 3 | 7 | 0.0% |
| Q1 2020 | 36 | $22.8M | 1,498,276 | 4 | 5 | 8 | 0.0% |
| Q4 2019 | 35 | $23.7M | 1,400,817 | 2 | 9 | 4 | 0.0% |
| Q3 2019 | 37 | $22.5M | 1,368,574 | 5 | 4 | 11 | 0.0% |
| Q2 2019 | 35 | $25.0M | 1,461,227 | 6 | 10 | 5 | 0.0% |
| Q1 2019 | 34 | $23.8M | 1,492,112 | 4 | 7 | 7 | 0.0% |
| Q4 2018 | 38 | $22.6M | 1,533,134 | 0 | 1 | 0 | 0.0% |