MFS High Income Municipal Trust
CXEInstitutional ownership · Q1 2026
Institutional holders
60
-1 (-1.6%) vs Q4 2025
Reported value
$48.3M
+1.8% vs Q4 2025
Shares held
13.0M
+202.2K shares
Quarter
Q1 2026
Period ended Mar 31, 2026
60 institutional managers reported holding 13,011,049 shares worth $48,263,533 on Form 13F for Q1 2026, against 61 in Q4 2025. Share positions on CUSIP 59318D104 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q1 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Almitas Capital LLC | 1,266,853 | $4.7M | 1.06% | +73.0K | Position |
| 2 | UBS Group AG | 1,196,892 | $4.4M | < 0.01% | -38.2K | Position |
| 3 | Saba Capital Management L P | 1,110,515 | $4.1M | 0.11% | -93.4K | Position |
| 4 | Bank of America Corporation | 1,029,129 | $3.8M | < 0.01% | +4.3K | Position |
| 5 | Pathstone Holdings LLC | 999,681 | $3.7M | 0.01% | +123.8K | Position |
| 6 | RIVERNORTH CAPITAL MANAGEMENT LLC | 922,762 | $3.4M | 0.17% | -21.9K | Position |
| 7 | COMMONWEALTH EQUITY SERVICES LLC | 665,235 | $2.5M | < 0.01% | — | Position |
| 8 | Robinson Capital Management LLC | 644,863 | $2.4M | 1.0% | +64.8K | Position |
| 9 | SIT INVESTMENT ASSOCIATES INC | 633,241 | $2.3M | 0.05% | +139.8K | Position |
| 10 | Summit Financial LLC | 576,180 | $2.1M | 0.03% | -32.6K | Position |
| 11 | WHITEBOX ADVISORS LLC | 512,763 | $1.9M | 0.02% | — | Position |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 475,885 | $1.8M | 0.13% | +280.0K | Position |
| 13 | Bulldog Investors LLP | 449,633 | $1.7M | 0.37% | — | Position |
| 14 | MORGAN STANLEY | 292,643 | $1.1M | < 0.01% | +22.4K | Position |
| 15 | Closed-End Fund Advisors Inc | 274,770 | $1.0M | 1.04% | +5.4K | Position |
| 16 | NewEdge Advisors LLC | 201,166 | $746.3K | < 0.01% | +34.7K | Position |
| 17 | MELFA WEALTH MANAGEMENT LLC | 165,470 | $613.9K | 0.35% | +179 | Position |
| 18 | Cambridge Investment Research Advisors Inc | 108,795 | $404.0K | < 0.01% | +1.5K | Position |
| 19 | CAPTRUST FINANCIAL ADVISORS | 104,117 | $386.3K | < 0.01% | — | Position |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | 103,096 | $382.5K | 0.05% | +2.3K | Position |
| 21 | RIVERBRIDGE PARTNERS LLC | 101,715 | $377.4K | < 0.01% | +15.4K | Position |
| 22 | Thomas J Herzfeld Advisors Inc | 88,443 | $328.1K | 0.11% | -78.3K | Position |
| 23 | Catalina Capital Group LLC | 82,017 | $304.3K | 0.18% | +224 | Position |
| 24 | Matisse Capital | 73,090 | $271.2K | 0.12% | — | Position |
| 25 | Noble Wealth Management PBC | 72,340 | $268.4K | 0.13% | -37.3K | Position |
Values as reported on each manager's Q1 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q1 2026 | 60 -1 | 13.0M | $48.3M |
| Q4 2025 | 61 +4 | 12.8M | $47.4M |
| Q3 2025 | 57 +6 | 11.7M | $43.4M |
| Q2 2025 | 51 -1 | 11.8M | $42.1M |
| Q1 2025 | 52 -2 | 12.0M | $44.4M |
| Q4 2024 | 54 +6 | 11.7M | $42.9M |
| Q3 2024 | 48 -6 | 11.6M | $46.3M |
| Q2 2024 | 54 +6 | 11.4M | $42.4M |
| Q1 2024 | 48 | 10.7M | $38.8M |
| Q4 2023 | 48 +4 | 10.2M | $37.3M |
| Q3 2023 | 44 +3 | 9.2M | $28.6M |
| Q2 2023 | 41 -2 | 7.4M | $25.7M |
| Q1 2023 | 43 | 6.3M | $22.9M |
| Q4 2022 | 43 +2 | 5.8M | $20.3M |
| Q3 2022 | 41 -3 | 4.6M | $15.3M |
| Q2 2022 | 44 +1 | 5.0M | $17.7M |
| Q1 2022 | 43 +7 | 4.7M | $19.0M |
| Q4 2021 | 36 +8 | 3.5M | $16.2M |
| Q3 2021 | 28 -3 | 3.3M | $15.3M |
| Q2 2021 | 31 | 4.1M | $19.6M |
Q2 2021–Q1 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
1 fund| Fund | Value | % of fund | As of |
|---|---|---|---|
| Saba Closed-End Funds ETF CEFS | $471.8K | 0.11% | May 2026 |
1 fund reported holding $471,770 in total on their latest public Form N-PORT reports, the most recent dated May 2026.
Insiders · Form 4
No open-market purchases or sales by MFS High Income Municipal Trust insiders in the last 12 months.
Latest filings
- Laurie J Thomsen 2026-08-11 -
- Jpmorgan Chase Bank, N.a. 2026-06-09 Gift/Other
- Geoffrey Schechter 2026-04-01 -
- Joseph Flaherty 2025-12-11 -
- Amrit Kanwal 2025-10-06 -
5%+ holders · 13D/G
1 filer| Filer | % of class | Filed |
|---|---|---|
| Saba Capital Management L P 13D | 5.0% | 2025-12-10 |
Latest Schedule 13D or 13G from each filer naming this CUSIP; stakes a filer has reported closed are left out.
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 59318D104 |
|---|---|
| FIGI | BBG001S629L8 |
| Symbol | CXE |
| Type | Common stock |
| Class | SH BEN INT as filed on 13F |
| Exchange | NYSE |
| Company | MFS High Income Municipal Trust |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| FIGI | BBG001S629L8 | 2026-02-07 | Current |
| CUSIP | 59318D104 | 2007-07-13 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| CXE | NYSE | 2007-07-13 | Current |