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5%+ stakes · Schedule 13D and 13G

Mfs High Yield Municipal Trust: 5%+ holders

Who has reported owning 5% or more of Mfs High Yield Municipal Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings18
Latest filing2026-08-21

Mfs High Yield Municipal Trust has 18 Schedule 13D or 13G filings on record since 2025-07-16. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Rivernorth Capital Management, LLC11.6%2,955,950SCHEDULE 13G/A, 2026-05-152026-03-31
Sit Investment Associates, Inc.4.1%1,045,340SCHEDULE 13G/A, 2025-10-022025-09-30
Bulldog Investors, LLP1.04%100,155SCHEDULE 13D/A, 2026-05-122026-05-06
Almitas Capital LLC0%0SCHEDULE 13G/A, 2026-08-212026-06-30
JPMorgan Chase Bank, National Association0%0SCHEDULE 13G/A, 2026-07-012026-06-08

Timeline

FiledHolderPercentFiling
2025-07-16Bulldog Investors, LLP12.07%SCHEDULE 13D/A
2025-08-28Bulldog Investors, LLP13.11%SCHEDULE 13D/A
2025-10-02Sit Investment Associates, Inc.4.1%SCHEDULE 13G/A
2025-10-07Rivernorth Capital Management, LLC10.12%SCHEDULE 13G/A
2025-11-14Bulldog Investors, LLP14.25%SCHEDULE 13D/A
2025-11-14Almitas Capital LLC5.9%SCHEDULE 13G
2025-12-16Bulldog Investors, LLP15.72%SCHEDULE 13D/A
2026-02-17Almitas Capital LLC5.9%SCHEDULE 13G
2026-04-09Bulldog Investors, LLP13.55%SCHEDULE 13D/A
2026-04-27Bulldog Investors, LLP12.54%SCHEDULE 13D/A
2026-05-01Bulldog Investors, LLP11.15%SCHEDULE 13D/A
2026-05-05JPMorgan Chase Bank, National Association100%SCHEDULE 13G/A
2026-05-05Bulldog Investors, LLP6.92%SCHEDULE 13D/A
2026-05-12Bulldog Investors, LLP1.04%SCHEDULE 13D/A
2026-05-15Rivernorth Capital Management, LLC11.6%SCHEDULE 13G/A
2026-05-18Almitas Capital LLC5.9%SCHEDULE 13G/A
2026-07-01JPMorgan Chase Bank, National Association0%SCHEDULE 13G/A
2026-08-21Almitas Capital LLC0%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/mfs-high-yield-municipal-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Mfs High Yield Municipal Trust 5%+ holders: 1 at 5% or more, largest Rivernorth Capital Management, LLC 11.6%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/mfs-high-yield-municipal-trust