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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5,500 | $45.5K | 0.00% | +5,500 | New |
| Sound Income Strategies, LLC | 4,864 | $41.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,804 | $39.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,419 | $20.0K | 0.00% | +68+2.9% | Added |
| IFP Advisors, Inc | 2,000 | $16.6K | 0.00% | +2,000 | New |
| Assetmark, Inc | 1,971 | $16.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,923 | $15.9K | 0.00% | +1,923 | New |
| Aventura Private Wealth, LLC | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,387 | $11.5K | 0.00% | +206+17.4% | Added |
| The PNC Financial Services Group, Inc. | 1,250 | $10.3K | 0.00% | +50+4.2% | Added |
| Ameritas Advisory Services, LLC | 1,234 | $10.2K | 0.00% | +43+3.6% | Added |
| Keener Financial Planning LLC | 1,150 | $9.00K | 0.00% | +1,150 | New |
| 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 |
| Royal Bank of Canada | 1,000 | $8.00K | 0.00% | −1,594−61.4% | Reduced |
| MAI Capital Management | 959 | $7.94K | 0.00% | −18,906−95.2% | Reduced |
| GoalVest Advisory LLC | 928 | $7.68K | 0.00% | +928 | New |
| Principal Securities, Inc. | 700 | $5.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 700 | $5.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.31K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 206 | $1.71K | 0.00% | +206 | New |
| Harbour Investments, Inc. | 38 | $315 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5 | $43 | 0.00% | +2+66.7% | Added |
| Danske Bank A/S | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −1,229,119−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −39,673−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −15,966−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −14,969−100.0% | Sold out |
| BlueChip Wealth Advisors LLC | 0 | $0 | 0.00% | −13,497−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,137−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Clarity Capital Partners LLC | – | – | – | – | Not filed |