Cornerstone Strategic Investment Fund, Inc.
CLM- Exchange
- NYSE
- SEC CIK
- 0000814083
In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $339.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 121
- +1 vs. Q1 2025
- Shares held
- 40.2M
- +13.7M (+51.6%) vs. Q1 2025
- Total value
- $326.4M
- +$129.4M (+65.7%) vs. Q1 2025
- New holders
- 17
- 55 more added
- Sold out
- 16
- 29 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $339.9M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.0M |
| Q3 2025 | 126 | $314.0M |
| Q2 2025 | 121 | $326.4M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $211.9M |
| Q3 2024 | 117 | $214.2M |
| Q2 2024 | 117 | $250.1M |
| Q1 2024 | 108 | $259.0M |
| Q4 2023 | 110 | $258.2M |
| Q3 2023 | 92 | $253.9M |
| Q2 2023 | 92 | $302.0M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.0M |
| Q1 2022 | 66 | $68.6M |
| Q4 2021 | 56 | $62.9M |
| Q3 2021 | 46 | $103.5M |
| Q2 2021 | 53 | $167.1M |
| Q1 2021 | 51 | $35.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 5,695 | $46.2K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $39.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,804 | $39.0K | 0.00% | +1,715+55.5% | Added |
| Bank of America Corp | 3,904 | $31.7K | 0.00% | −1,899,318−99.8% | Reduced |
| Royal Bank of Canada | 2,594 | $21.0K | 0.00% | +1,468+130.4% | Added |
| TSFG, LLC | 2,351 | $19.0K | 0.00% | +2,334+13,729.4% | Added |
| Assetmark, Inc | 1,971 | $16.0K | 0.00% | −4,262−68.4% | Reduced |
| Aventura Private Wealth, LLC | 1,500 | $12.2K | 0.01% | +500+50.0% | Added |
| Sunbelt Securities, Inc. | 1,181 | $10.1K | 0.00% | −60−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,191 | $9.68K | 0.00% | +1,191 | New |
| Avalon Trust Co | 1,000 | $8.12K | 0.00% | −1,000−50.0% | Reduced |
| Godsey & Gibb Associates | 1,000 | $8.12K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 856 | $6.95K | 0.00% | +856 | New |
| Principal Securities, Inc. | 700 | $5.68K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 700 | $5.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $309 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3 | $23 | 0.00% | −1−25.0% | Reduced |
| Danske Bank A/S | 2 | $16 | 0.00% | −2−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | −11,765−100.0% | Reduced |
| CWM, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −148,325−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −54,535−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −52,160−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −48,565−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −44,886−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −27,058−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −13,991−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |