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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5 | $43 | 0.00% | +2+66.7% | Added |
| Harbour Investments, Inc. | 38 | $315 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 206 | $1.71K | 0.00% | +206 | New |
| Highline Wealth Partners LLC | 400 | $3.31K | 0.00% | +400 | New |
| Principal Securities, Inc. | 700 | $5.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 700 | $5.80K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 928 | $7.68K | 0.00% | +928 | New |
| MAI Capital Management | 959 | $7.94K | 0.00% | −18,906−95.2% | Reduced |
| Royal Bank of Canada | 1,000 | $8.00K | 0.00% | −1,594−61.4% | Reduced |
| Godsey & Gibb Associates | 1,000 | $8.28K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $8.28K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $8.28K | 0.00% | +1,000 | New |
| Keener Financial Planning LLC | 1,150 | $9.00K | 0.00% | +1,150 | New |
| Ameritas Advisory Services, LLC | 1,234 | $10.2K | 0.00% | +43+3.6% | Added |
| The PNC Financial Services Group, Inc. | 1,250 | $10.3K | 0.00% | +50+4.2% | Added |
| Sunbelt Securities, Inc. | 1,387 | $11.5K | 0.00% | +206+17.4% | Added |
| Aventura Private Wealth, LLC | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,923 | $15.9K | 0.00% | +1,923 | New |
| Assetmark, Inc | 1,971 | $16.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $16.6K | 0.00% | +2,000 | New |
| TSFG, LLC | 2,419 | $20.0K | 0.00% | +68+2.9% | Added |
| Farther Finance Advisors, LLC | 4,804 | $39.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $41.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,500 | $45.5K | 0.00% | +5,500 | New |
| Northwestern Mutual Wealth Management Co | 5,647 | $46.8K | 0.00% | −4,108−42.1% | Reduced |
| US Bancorp | 6,505 | $53.9K | 0.00% | −250,000−97.5% | Reduced |
| Anfield Capital Management, LLC | 6,528 | $54.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8,010 | $66.3K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9,539 | $79.0K | 0.03% | −1,065,427−99.1% | Reduced |
| 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 |
| Sonora Investment Management Group, LLC | 10,135 | $83.9K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,260 | $85.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11,204 | $92.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11,578 | $95.9K | 0.00% | +1,456+14.4% | Added |
| Mosaic Family Wealth Partners, LLC | 11,863 | $97.7K | 0.01% | +415+3.6% | Added |
| Integrated Wealth Concepts LLC | 11,805 | $97.8K | 0.00% | −405−3.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,100 | $100.2K | 0.00% | +12,100 | New |
| GWM Advisors LLC | 12,682 | $105.0K | 0.00% | −17,183−57.5% | Reduced |
| Davenport & Co LLC | 12,773 | $105.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,694 | $113.4K | 0.00% | +13,694 | New |
| Pasadena Private Wealth, LLC | 14,114 | $116.9K | 0.02% | +169+1.2% | Added |
| Allworth Financial LP | 14,476 | $119.9K | 0.00% | +13+0.1% | Added |
| Meridian Wealth Management, LLC | 15,283 | $126.5K | 0.00% | −3,843−20.1% | Reduced |
| Money Concepts Capital Corp | 15,901 | $131.7K | 0.01% | +15,901 | New |
| Ameriprise Financial Inc | 15,930 | $131.9K | 0.00% | +14+0.1% | Added |
| Capital CS Group, LLC | 16,287 | $134.9K | 0.22% | −6,281−27.8% | Reduced |
| Wedbush Securities Inc | 17,150 | $142.0K | 0.00% | +3,300+23.8% | Added |
| Becker Capital Management Inc | 17,630 | $146.0K | 0.00% | +17,630 | New |
| Firethorn Wealth Partners, LLC | 17,925 | $148.4K | 0.06% | +779+4.5% | Added |
| NBC Securities, Inc. | 18,455 | $152.8K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,900 | $156.5K | 0.00% | +100+0.5% | Added |
| Evolution Wealth Management Inc. | 19,425 | $160.8K | 0.17% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 19,962 | $165.3K | 0.01% | +19,962 | New |
| Pathstone Holdings, LLC | 21,012 | $174.0K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,275 | $176.2K | 0.04% | −162−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 21,400 | $177.2K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 21,787 | $180.4K | 0.00% | +160+0.7% | Added |
| HF Advisory Group, LLC | 22,745 | $188.3K | 0.07% | +806+3.7% | Added |
| UBS Group AG | 23,390 | $193.7K | 0.00% | +196+0.8% | Added |
| Redhawk Wealth Advisors, Inc. | 24,754 | $205.0K | 0.02% | +1,076+4.5% | Added |
| Citadel Advisors LLC | 25,111 | $207.9K | 0.00% | −12,818−33.8% | Reduced |
| Fisher Asset Management, LLC | 25,604 | $212.0K | 0.00% | +25,604 | New |
| Chicago Partners Investment Group LLC | 26,236 | $217.2K | 0.01% | −115−0.4% | Reduced |
| Virtu Financial LLC | 26,536 | $220.0K | 0.01% | +26,536 | New |
| Millennium Management LLC | 26,574 | $220.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 26,756 | $221.5K | 0.00% | +2,459+10.1% | Added |
| Rockefeller Capital Management L.P. | 27,156 | $224.9K | 0.00% | +1,454+5.7% | Added |
| A4 Wealth Advisors LLC | 27,744 | $229.7K | 0.19% | +27,744 | New |
| Buska Wealth Management, LLC | 28,317 | $234.5K | 0.07% | +10,300+57.2% | Added |
| BlackRock, Inc. | 29,204 | $241.8K | 0.00% | −53,940−64.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,149 | $244.6K | 0.00% | −1,951−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 30,490 | $258.6K | 0.03% | +6,552+27.4% | Added |
| Kestra Advisory Services, LLC | 33,188 | $274.8K | 0.00% | −1,259−3.7% | Reduced |
| OneAscent Family Office, LLC | 34,000 | $281.5K | 0.23% | +34,000 | New |
| Mark Sheptoff Financial Planning, LLC | 34,913 | $289.1K | 0.14% | +34,913 | New |
| We Are One Seven, LLC | 35,383 | $293.0K | 0.01% | +83+0.2% | Added |
| Dynamic Advisor Solutions LLC | 38,947 | $322.5K | 0.01% | −2,598−6.3% | Reduced |
| PFG Investments, LLC | 39,019 | $323.1K | 0.02% | +1,701+4.6% | Added |
| Susquehanna International Group, LLP | 39,962 | $330.9K | 0.00% | +11,801+41.9% | Added |
| CoreCap Advisors, LLC | 41,633 | $344.7K | 0.01% | −10,323−19.9% | Reduced |
| Envestnet Asset Management Inc | 45,432 | $376.2K | 0.00% | +220+0.5% | Added |
| Garden State Investment Advisory Services LLC | 49,239 | $407.7K | 0.10% | −12,467−20.2% | Reduced |
| Toronto Dominion Bank | 50,000 | $414.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 50,531 | $418.4K | 0.00% | +3,316+7.0% | Added |
| Private Advisor Group, LLC | 50,972 | $422.1K | 0.00% | −709−1.4% | Reduced |
| Ameriflex Group, Inc. | 64,600 | $534.9K | 0.20% | +64,600 | New |
| Strategic Financial Concepts, LLC | 66,200 | $548.1K | 0.08% | +1,500+2.3% | Added |
| Jane Street Group, LLC | 67,540 | $559.2K | 0.00% | +2,535+3.9% | Added |
| AE Wealth Management LLC | 67,617 | $559.9K | 0.00% | +17,453+34.8% | Added |
| HighTower Advisors, LLC | 68,768 | $569.4K | 0.00% | +9,272+15.6% | Added |
| Change Path, LLC | 69,080 | $572.0K | 0.01% | +29,968+76.6% | Added |
| Prospera Financial Services Inc | 82,665 | $684.5K | 0.01% | +11,939+16.9% | Added |
| Creative Financial Designs Inc | 83,436 | $690.9K | 0.05% | +1,694+2.1% | Added |
| Encompass More Asset Management | 83,826 | $694.1K | 0.13% | +3,509+4.4% | Added |
| Benjamin Edwards Inc | 89,832 | $743.8K | 0.01% | −19,679−18.0% | Reduced |