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, Q4 2025
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 31, 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
- 127
- +2 vs. Q3 2025
- Shares held
- 29.3M
- −8.66M (−22.8%) vs. Q3 2025
- Total value
- $245.0M
- −$68.9M (−22.0%) vs. Q3 2025
- New holders
- 17
- 51 more added
- Sold out
- 15
- 32 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,640,226 | $38.8M | 0.76% | −1,336,818−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,371,147 | $28.2M | 0.04% | −113,519−3.3% | Reduced |
| PFG Investments, LLC | 2,997,808 | $25.1M | 1.18% | +2,958,789+7,582.9% | Added |
| Sculptor Capital LP | 2,967,736 | $24.8M | 0.30% | +155,286+5.5% | Added |
| LPL Financial LLC | 1,802,318 | $15.1M | 0.00% | +350,079+24.1% | Added |
| Boothbay Fund Management, LLC | 1,285,340 | $10.7M | 0.28% | −5,123,212−79.9% | Reduced |
| Quarry LP | 1,235,307 | $10.3M | 1.69% | +962,972+353.6% | Added |
| Cetera Investment Advisers | 1,200,246 | $10.0M | 0.01% | +133,163+12.5% | Added |
| Alpine Global Management, LLC | 1,139,813 | $9.53M | 2.12% | −5,853,967−83.7% | Reduced |
| Cable Car Capital LLC | 661,683 | $5.53M | 0.34% | +690.0% | Added |
| Cohen & Steers, Inc. | 654,931 | $5.47M | 0.01% | −15,000−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 626,085 | $5.23M | 0.06% | +117,607+23.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 561,577 | $4.70M | 0.01% | +36,309+6.9% | Added |
| Morgan Stanley | 558,877 | $4.67M | 0.00% | +57,973+11.6% | Added |
| Yakira Capital Management, Inc. | 487,207 | $4.07M | 1.37% | −534,446−52.3% | Reduced |
| Perennial Investment Advisors, LLC | 465,564 | $3.89M | 0.31% | +10,661+2.3% | Added |
| Raymond James Financial Inc | 367,470 | $3.07M | 0.00% | +21,892+6.3% | Added |
| Commonwealth Equity Services, LLC | 284,559 | $2.38M | 0.00% | +28,405+11.1% | Added |
| WJ Financial Advisors LLC | 263,015 | $2.20M | 1.96% | +112,116+74.3% | Added |
| J.W. Cole Advisors, Inc. | 219,637 | $1.81M | 0.04% | −4,515−2.0% | Reduced |
| Kovack Advisors, Inc. | 211,213 | $1.77M | 0.08% | +211,213 | New |
| Aptus Capital Advisors, LLC | 201,751 | $1.69M | 0.01% | +2,684+1.3% | Added |
| Jane Street Group, LLC | 180,282 | $1.51M | 0.00% | +112,742+166.9% | Added |
| Creative Planning | 178,086 | $1.49M | 0.00% | −20,858−10.5% | Reduced |
| Baird Financial Group, Inc. | 160,360 | $1.34M | 0.00% | +43,980+37.8% | Added |
| Thrivent Financial for Lutherans | 145,939 | $1.22M | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 142,949 | $1.20M | 0.05% | −16,133−10.1% | Reduced |
| Winebrenner Capital Management LLC | 136,754 | $1.14M | 0.76% | +3,000+2.2% | Added |
| Savvy Advisors, Inc. | 108,760 | $909.2K | 0.03% | +108,760 | New |
| Creative Financial Designs Inc | 91,109 | $761.7K | 0.05% | +7,673+9.2% | Added |
| Susquehanna International Group, LLP | 87,877 | $734.7K | 0.00% | +47,915+119.9% | Added |
| Prospera Financial Services Inc | 87,691 | $733.1K | 0.01% | +5,026+6.1% | Added |
| Encompass More Asset Management | 80,973 | $676.9K | 0.13% | −2,853−3.4% | Reduced |
| Benjamin Edwards Inc | 77,735 | $649.9K | 0.01% | −12,097−13.5% | Reduced |
| Change Path, LLC | 76,189 | $636.9K | 0.02% | +7,109+10.3% | Added |
| AE Wealth Management LLC | 71,903 | $601.1K | 0.00% | +4,286+6.3% | Added |
| HighTower Advisors, LLC | 60,900 | $509.1K | 0.00% | −7,868−11.4% | Reduced |
| Private Advisor Group, LLC | 53,982 | $451.3K | 0.00% | +3,010+5.9% | Added |
| Garden State Investment Advisory Services LLC | 52,080 | $435.5K | 0.10% | +2,841+5.8% | Added |
| Envestnet Asset Management Inc | 50,276 | $420.3K | 0.00% | +4,844+10.7% | Added |
| Toronto Dominion Bank | 50,000 | $418.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 46,859 | $391.7K | 0.00% | −3,672−7.3% | Reduced |
| Dynamic Advisor Solutions LLC | 44,746 | $374.1K | 0.01% | +5,799+14.9% | Added |
| CoreCap Advisors, LLC | 42,400 | $354.5K | 0.01% | +767+1.8% | Added |
| BlackRock, Inc. | 41,258 | $344.9K | 0.00% | +12,054+41.3% | Added |
| We Are One Seven, LLC | 35,471 | $296.5K | 0.01% | +88+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 34,913 | $291.9K | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 34,039 | $288.0K | 0.00% | +4,890+16.8% | Added |
| OneAscent Family Office, LLC | 34,000 | $284.2K | 0.19% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 33,841 | $282.9K | 0.00% | +653+2.0% | Added |
| Pathstone Holdings, LLC | 33,089 | $276.6K | 0.00% | +12,077+57.5% | Added |
| SeaCrest Wealth Management, LLC | 29,922 | $252.5K | 0.03% | −568−1.9% | Reduced |
| EP Wealth Advisors, LLC | 28,732 | $240.2K | 0.00% | +28,732 | New |
| Buska Wealth Management, LLC | 28,633 | $239.4K | 0.09% | +316+1.1% | Added |
| Ameriflex Group, Inc. | 28,000 | $234.1K | 0.12% | −36,600−56.7% | Reduced |
| Rockefeller Capital Management L.P. | 26,634 | $222.7K | 0.00% | −522−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 25,432 | $211.1K | 0.01% | −804−3.1% | Reduced |
| Kestra Private Wealth Services, LLC | 24,909 | $208.2K | 0.00% | −1,847−6.9% | Reduced |
| HF Advisory Group, LLC | 23,575 | $197.1K | 0.07% | +830+3.6% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $178.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 20,890 | $174.6K | 0.00% | +7,196+52.5% | Added |
| Pasadena Private Wealth, LLC | 20,457 | $171.0K | 0.02% | +6,343+44.9% | Added |
| Firethorn Wealth Partners, LLC | 19,762 | $165.2K | 0.06% | +1,837+10.2% | Added |
| Pensionmark Financial Group, LLC | 19,654 | $164.3K | 0.00% | +19,654 | New |
| Sanctuary Advisors, LLC | 19,615 | $164.0K | 0.00% | +715+3.8% | Added |
| Becker Capital Management Inc | 19,471 | $162.8K | 0.00% | +1,841+10.4% | Added |
| Meridian Wealth Management, LLC | 19,459 | $162.7K | 0.01% | +4,176+27.3% | Added |
| Summit Financial, LLC | 19,427 | $162.4K | 0.00% | −2,360−10.8% | Reduced |
| Evolution Wealth Management Inc. | 19,425 | $162.4K | 0.13% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,455 | $154.3K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 17,642 | $147.5K | 0.01% | −2,320−11.6% | Reduced |
| UBS Group AG | 17,634 | $147.4K | 0.00% | −5,756−24.6% | Reduced |
| Wedbush Securities Inc | 17,150 | $143.0K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 16,927 | $141.5K | 0.03% | −4,348−20.4% | Reduced |
| GWM Advisors LLC | 16,919 | $141.4K | 0.00% | +4,237+33.4% | Added |
| Capital CS Group, LLC | 16,539 | $138.3K | 0.22% | +252+1.5% | Added |
| A4 Wealth Advisors LLC | 15,972 | $133.5K | 0.12% | −11,772−42.4% | Reduced |
| Ameriprise Financial Inc | 15,916 | $133.1K | 0.00% | −14−0.1% | Reduced |
| CI Private Wealth, LLC | 15,177 | $126.9K | 0.00% | +15,177 | New |
| Goldman Sachs Group Inc | 15,000 | $125.4K | 0.00% | +15,000 | New |
| Davenport & Co LLC | 12,773 | $106.8K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,516 | $104.6K | 0.01% | +653+5.5% | Added |
| NWF Advisory Services Inc. | 12,500 | $104.5K | 0.01% | +12,500 | New |
| Larson Financial Group LLC | 12,077 | $101.0K | 0.00% | +499+4.3% | Added |
| Allworth Financial LP | 11,910 | $99.6K | 0.00% | −2,566−17.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,892 | $99.4K | 0.01% | −12,862−52.0% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $93.7K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,760 | $90.0K | 0.00% | +500+4.9% | Added |
| Money Concepts Capital Corp | 10,601 | $88.6K | 0.00% | −5,300−33.3% | Reduced |
| Colony Group, LLC | 10,189 | $85.2K | 0.00% | +10,189 | New |
| Millennium Management LLC | 10,171 | $85.0K | 0.00% | −16,403−61.7% | Reduced |
| Valmark Advisers, Inc. | 10,000 | $83.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,000 | $83.6K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $83.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 7,960 | $66.5K | 0.00% | +5,989+303.9% | Added |
| Anfield Capital Management, LLC | 6,528 | $54.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,505 | $54.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,804 | $48.5K | 0.00% | +1,000+20.8% | Added |
| Atlantic Union Bankshares Corp | 5,500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $40.6K | 0.00% | 00.0% | Unchanged |