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, Q3 2025
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Sep 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
- 126
- +8 vs. Q2 2025
- Shares held
- 38.0M
- −2.08M (−5.2%) vs. Q2 2025
- Total value
- $314.0M
- −$11.3M (−3.5%) vs. Q2 2025
- New holders
- 20
- 48 more added
- Sold out
- 12
- 30 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,993,780 | $57.9M | 11.90% | +380,985+5.8% | Added |
| Boothbay Fund Management, LLC | 6,408,552 | $53.1M | 1.37% | +272,623+4.4% | Added |
| Sit Investment Associates Inc | 5,977,044 | $49.5M | 1.00% | +246,268+4.3% | Added |
| Advisor Group Holdings, Inc. | 3,484,666 | $28.4M | 0.04% | −8,884−0.3% | Reduced |
| Sculptor Capital LP | 2,812,450 | $23.3M | 0.32% | +145,876+5.5% | Added |
| LPL Financial LLC | 1,452,239 | $12.0M | 0.00% | +89,940+6.6% | Added |
| Cetera Investment Advisers | 1,067,083 | $8.84M | 0.01% | +456,498+74.8% | Added |
| Yakira Capital Management, Inc. | 1,021,653 | $8.46M | 3.15% | −176,116−14.7% | Reduced |
| Rivernorth Capital Management, LLC | 1,011,315 | $8.37M | 0.48% | −792,077−43.9% | Reduced |
| Cohen & Steers, Inc. | 669,931 | $5.55M | 0.01% | −65,000−8.8% | Reduced |
| Cable Car Capital LLC | 661,614 | $5.48M | 2.35% | −2110.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 525,268 | $4.35M | 0.01% | +26,419+5.3% | Added |
| Stratos Wealth Partners, LTD. | 508,478 | $4.21M | 0.05% | −39,999−7.3% | Reduced |
| Morgan Stanley | 500,904 | $4.15M | 0.00% | −7,140−1.4% | Reduced |
| Perennial Investment Advisors, LLC | 454,903 | $3.77M | 0.31% | +3,675+0.8% | Added |
| Raymond James Financial Inc | 345,578 | $2.86M | 0.00% | −5,852−1.7% | Reduced |
| Quarry LP | 272,335 | $2.25M | 0.55% | −234,661−46.3% | Reduced |
| Commonwealth Equity Services, LLC | 256,154 | $2.12M | 0.00% | +4,414+1.8% | Added |
| J.W. Cole Advisors, Inc. | 224,152 | $1.86M | 0.04% | +18,221+8.8% | Added |
| Aptus Capital Advisors, LLC | 199,067 | $1.65M | 0.02% | −18,843−8.6% | Reduced |
| Creative Planning | 198,944 | $1.65M | 0.00% | +77,970+64.5% | Added |
| StoneX Group Inc. | 159,082 | $1.32M | 0.06% | +25,133+18.8% | Added |
| WJ Financial Advisors LLC | 150,899 | $1.25M | 1.21% | +150,899 | New |
| Thrivent Financial for Lutherans | 145,939 | $1.21M | 0.00% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 133,754 | $1.11M | 0.80% | +25,328+23.4% | Added |
| Baird Financial Group, Inc. | 116,380 | $963.6K | 0.00% | +24,983+27.3% | Added |
| Benjamin Edwards Inc | 89,832 | $743.8K | 0.01% | −19,679−18.0% | Reduced |
| Encompass More Asset Management | 83,826 | $694.1K | 0.13% | +3,509+4.4% | Added |
| Creative Financial Designs Inc | 83,436 | $690.9K | 0.05% | +1,694+2.1% | Added |
| Prospera Financial Services Inc | 82,665 | $684.5K | 0.01% | +11,939+16.9% | Added |
| Change Path, LLC | 69,080 | $572.0K | 0.01% | +29,968+76.6% | Added |
| HighTower Advisors, LLC | 68,768 | $569.4K | 0.00% | +9,272+15.6% | Added |
| AE Wealth Management LLC | 67,617 | $559.9K | 0.00% | +17,453+34.8% | Added |
| Jane Street Group, LLC | 67,540 | $559.2K | 0.00% | +2,535+3.9% | Added |
| Strategic Financial Concepts, LLC | 66,200 | $548.1K | 0.08% | +1,500+2.3% | Added |
| Ameriflex Group, Inc. | 64,600 | $534.9K | 0.20% | +64,600 | New |
| Private Advisor Group, LLC | 50,972 | $422.1K | 0.00% | −709−1.4% | Reduced |
| Stifel Financial Corp | 50,531 | $418.4K | 0.00% | +3,316+7.0% | Added |
| Toronto Dominion Bank | 50,000 | $414.0K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 49,239 | $407.7K | 0.10% | −12,467−20.2% | Reduced |
| Envestnet Asset Management Inc | 45,432 | $376.2K | 0.00% | +220+0.5% | Added |
| CoreCap Advisors, LLC | 41,633 | $344.7K | 0.01% | −10,323−19.9% | Reduced |
| Susquehanna International Group, LLP | 39,962 | $330.9K | 0.00% | +11,801+41.9% | Added |
| PFG Investments, LLC | 39,019 | $323.1K | 0.02% | +1,701+4.6% | Added |
| Dynamic Advisor Solutions LLC | 38,947 | $322.5K | 0.01% | −2,598−6.3% | Reduced |
| We Are One Seven, LLC | 35,383 | $293.0K | 0.01% | +83+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 34,913 | $289.1K | 0.14% | +34,913 | New |
| OneAscent Family Office, LLC | 34,000 | $281.5K | 0.23% | +34,000 | New |
| Kestra Advisory Services, LLC | 33,188 | $274.8K | 0.00% | −1,259−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 30,490 | $258.6K | 0.03% | +6,552+27.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,149 | $244.6K | 0.00% | −1,951−6.3% | Reduced |
| BlackRock, Inc. | 29,204 | $241.8K | 0.00% | −53,940−64.9% | Reduced |
| Buska Wealth Management, LLC | 28,317 | $234.5K | 0.07% | +10,300+57.2% | Added |
| A4 Wealth Advisors LLC | 27,744 | $229.7K | 0.19% | +27,744 | New |
| Rockefeller Capital Management L.P. | 27,156 | $224.9K | 0.00% | +1,454+5.7% | Added |
| Kestra Private Wealth Services, LLC | 26,756 | $221.5K | 0.00% | +2,459+10.1% | Added |
| Millennium Management LLC | 26,574 | $220.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 26,536 | $220.0K | 0.01% | +26,536 | New |
| Chicago Partners Investment Group LLC | 26,236 | $217.2K | 0.01% | −115−0.4% | Reduced |
| Fisher Asset Management, LLC | 25,604 | $212.0K | 0.00% | +25,604 | New |
| Citadel Advisors LLC | 25,111 | $207.9K | 0.00% | −12,818−33.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 24,754 | $205.0K | 0.02% | +1,076+4.5% | Added |
| UBS Group AG | 23,390 | $193.7K | 0.00% | +196+0.8% | Added |
| HF Advisory Group, LLC | 22,745 | $188.3K | 0.07% | +806+3.7% | Added |
| Summit Financial, LLC | 21,787 | $180.4K | 0.00% | +160+0.7% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $177.2K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,275 | $176.2K | 0.04% | −162−0.8% | Reduced |
| Pathstone Holdings, LLC | 21,012 | $174.0K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 19,962 | $165.3K | 0.01% | +19,962 | New |
| Evolution Wealth Management Inc. | 19,425 | $160.8K | 0.17% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,900 | $156.5K | 0.00% | +100+0.5% | Added |
| NBC Securities, Inc. | 18,455 | $152.8K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 17,925 | $148.4K | 0.06% | +779+4.5% | Added |
| Becker Capital Management Inc | 17,630 | $146.0K | 0.00% | +17,630 | New |
| Wedbush Securities Inc | 17,150 | $142.0K | 0.00% | +3,300+23.8% | Added |
| Capital CS Group, LLC | 16,287 | $134.9K | 0.22% | −6,281−27.8% | Reduced |
| Ameriprise Financial Inc | 15,930 | $131.9K | 0.00% | +14+0.1% | Added |
| Money Concepts Capital Corp | 15,901 | $131.7K | 0.01% | +15,901 | New |
| Meridian Wealth Management, LLC | 15,283 | $126.5K | 0.00% | −3,843−20.1% | Reduced |
| Allworth Financial LP | 14,476 | $119.9K | 0.00% | +13+0.1% | Added |
| Pasadena Private Wealth, LLC | 14,114 | $116.9K | 0.02% | +169+1.2% | Added |
| Mariner, LLC | 13,694 | $113.4K | 0.00% | +13,694 | New |
| Davenport & Co LLC | 12,773 | $105.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,682 | $105.0K | 0.00% | −17,183−57.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,100 | $100.2K | 0.00% | +12,100 | New |
| Integrated Wealth Concepts LLC | 11,805 | $97.8K | 0.00% | −405−3.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 11,863 | $97.7K | 0.01% | +415+3.6% | Added |
| Larson Financial Group LLC | 11,578 | $95.9K | 0.00% | +1,456+14.4% | Added |
| Harbor Investment Advisory, LLC | 11,204 | $92.8K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,260 | $85.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,135 | $83.9K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $82.8K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,000 | $82.8K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,000 | $82.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9,539 | $79.0K | 0.03% | −1,065,427−99.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,010 | $66.3K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $54.1K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,505 | $53.9K | 0.00% | −250,000−97.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,647 | $46.8K | 0.00% | −4,108−42.1% | Reduced |