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 |
|---|---|---|---|---|---|
| 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 | 2 | $18 | 0.00% | −3−60.0% | Reduced |
| Tucker Asset Management LLC | 14 | $118 | 0.00% | +14 | New |
| Harbour Investments, Inc. | 38 | $318 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 67 | $560 | 0.00% | +67 | New |
| CWM, LLC | 165 | $1.00K | 0.00% | +165 | New |
| Highline Wealth Partners LLC | 400 | $3.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $5.02K | 0.00% | −359−37.4% | Reduced |
| GoalVest Advisory LLC | 928 | $7.76K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 898 | $8.00K | 0.00% | +898 | New |
| Godsey & Gibb Associates | 1,000 | $8.36K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $8.36K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $8.36K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,060 | $8.86K | 0.00% | −8,479−88.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,250 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,463 | $12.2K | 0.00% | +76+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,908 | $16.0K | 0.00% | −3,739−66.2% | Reduced |
| Parallel Advisors, LLC | 1,941 | $16.2K | 0.00% | +1,941 | New |
| Aventura Private Wealth, LLC | 2,500 | $20.9K | 0.01% | +1,000+66.7% | Added |
| Garton & Associates Financial Advisors LLC | 2,500 | $20.9K | 0.01% | +2,500 | New |
| TSFG, LLC | 2,552 | $21.0K | 0.00% | +133+5.5% | Added |
| JPMorgan Chase & Co | 3,032 | $25.4K | 0.00% | +3,032 | New |
| Spire Wealth Management | 3,572 | $29.9K | 0.00% | +3,572 | New |
| SRS Capital Advisors, Inc. | 3,731 | $31.2K | 0.00% | +1,808+94.0% | Added |
| Bank of America Corp | 3,895 | $32.6K | 0.00% | +3,895 | New |
| Sound Income Strategies, LLC | 4,864 | $40.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,804 | $48.5K | 0.00% | +1,000+20.8% | Added |
| US Bancorp | 6,505 | $54.4K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $54.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 7,960 | $66.5K | 0.00% | +5,989+303.9% | Added |
| 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 |
| Millennium Management LLC | 10,171 | $85.0K | 0.00% | −16,403−61.7% | Reduced |
| Colony Group, LLC | 10,189 | $85.2K | 0.00% | +10,189 | New |
| Money Concepts Capital Corp | 10,601 | $88.6K | 0.00% | −5,300−33.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,760 | $90.0K | 0.00% | +500+4.9% | Added |
| Harbor Investment Advisory, LLC | 11,204 | $93.7K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 11,892 | $99.4K | 0.01% | −12,862−52.0% | Reduced |
| Allworth Financial LP | 11,910 | $99.6K | 0.00% | −2,566−17.7% | Reduced |
| Larson Financial Group LLC | 12,077 | $101.0K | 0.00% | +499+4.3% | Added |
| NWF Advisory Services Inc. | 12,500 | $104.5K | 0.01% | +12,500 | New |
| Mosaic Family Wealth Partners, LLC | 12,516 | $104.6K | 0.01% | +653+5.5% | Added |
| Davenport & Co LLC | 12,773 | $106.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,000 | $125.4K | 0.00% | +15,000 | New |
| CI Private Wealth, LLC | 15,177 | $126.9K | 0.00% | +15,177 | New |
| Ameriprise Financial Inc | 15,916 | $133.1K | 0.00% | −14−0.1% | Reduced |
| A4 Wealth Advisors LLC | 15,972 | $133.5K | 0.12% | −11,772−42.4% | Reduced |
| Capital CS Group, LLC | 16,539 | $138.3K | 0.22% | +252+1.5% | Added |
| GWM Advisors LLC | 16,919 | $141.4K | 0.00% | +4,237+33.4% | Added |
| Vantage Financial Partners, LLC | 16,927 | $141.5K | 0.03% | −4,348−20.4% | Reduced |
| Wedbush Securities Inc | 17,150 | $143.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,634 | $147.4K | 0.00% | −5,756−24.6% | Reduced |
| Integrity Alliance, LLC. | 17,642 | $147.5K | 0.01% | −2,320−11.6% | Reduced |
| NBC Securities, Inc. | 18,455 | $154.3K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 19,425 | $162.4K | 0.13% | 00.0% | Unchanged |
| Summit Financial, LLC | 19,427 | $162.4K | 0.00% | −2,360−10.8% | Reduced |
| Meridian Wealth Management, LLC | 19,459 | $162.7K | 0.01% | +4,176+27.3% | Added |
| Becker Capital Management Inc | 19,471 | $162.8K | 0.00% | +1,841+10.4% | Added |
| Sanctuary Advisors, LLC | 19,615 | $164.0K | 0.00% | +715+3.8% | Added |
| Pensionmark Financial Group, LLC | 19,654 | $164.3K | 0.00% | +19,654 | New |
| Firethorn Wealth Partners, LLC | 19,762 | $165.2K | 0.06% | +1,837+10.2% | Added |
| Pasadena Private Wealth, LLC | 20,457 | $171.0K | 0.02% | +6,343+44.9% | Added |
| Mariner, LLC | 20,890 | $174.6K | 0.00% | +7,196+52.5% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $178.9K | 0.00% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 23,575 | $197.1K | 0.07% | +830+3.6% | Added |
| Kestra Private Wealth Services, LLC | 24,909 | $208.2K | 0.00% | −1,847−6.9% | Reduced |
| Chicago Partners Investment Group LLC | 25,432 | $211.1K | 0.01% | −804−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 26,634 | $222.7K | 0.00% | −522−1.9% | Reduced |
| Ameriflex Group, Inc. | 28,000 | $234.1K | 0.12% | −36,600−56.7% | Reduced |
| Buska Wealth Management, LLC | 28,633 | $239.4K | 0.09% | +316+1.1% | Added |
| EP Wealth Advisors, LLC | 28,732 | $240.2K | 0.00% | +28,732 | New |
| SeaCrest Wealth Management, LLC | 29,922 | $252.5K | 0.03% | −568−1.9% | Reduced |
| Pathstone Holdings, LLC | 33,089 | $276.6K | 0.00% | +12,077+57.5% | Added |
| Kestra Advisory Services, LLC | 33,841 | $282.9K | 0.00% | +653+2.0% | Added |
| OneAscent Family Office, LLC | 34,000 | $284.2K | 0.19% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 34,039 | $288.0K | 0.00% | +4,890+16.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 34,913 | $291.9K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 35,471 | $296.5K | 0.01% | +88+0.2% | Added |
| BlackRock, Inc. | 41,258 | $344.9K | 0.00% | +12,054+41.3% | Added |
| CoreCap Advisors, LLC | 42,400 | $354.5K | 0.01% | +767+1.8% | Added |
| Dynamic Advisor Solutions LLC | 44,746 | $374.1K | 0.01% | +5,799+14.9% | Added |
| Stifel Financial Corp | 46,859 | $391.7K | 0.00% | −3,672−7.3% | Reduced |
| Toronto Dominion Bank | 50,000 | $418.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 50,276 | $420.3K | 0.00% | +4,844+10.7% | Added |
| Garden State Investment Advisory Services LLC | 52,080 | $435.5K | 0.10% | +2,841+5.8% | Added |
| Private Advisor Group, LLC | 53,982 | $451.3K | 0.00% | +3,010+5.9% | Added |
| HighTower Advisors, LLC | 60,900 | $509.1K | 0.00% | −7,868−11.4% | Reduced |
| AE Wealth Management LLC | 71,903 | $601.1K | 0.00% | +4,286+6.3% | Added |
| Change Path, LLC | 76,189 | $636.9K | 0.02% | +7,109+10.3% | Added |
| Benjamin Edwards Inc | 77,735 | $649.9K | 0.01% | −12,097−13.5% | Reduced |
| Encompass More Asset Management | 80,973 | $676.9K | 0.13% | −2,853−3.4% | Reduced |
| Prospera Financial Services Inc | 87,691 | $733.1K | 0.01% | +5,026+6.1% | Added |
| Susquehanna International Group, LLP | 87,877 | $734.7K | 0.00% | +47,915+119.9% | Added |
| Creative Financial Designs Inc | 91,109 | $761.7K | 0.05% | +7,673+9.2% | Added |
| Savvy Advisors, Inc. | 108,760 | $909.2K | 0.03% | +108,760 | New |
| Winebrenner Capital Management LLC | 136,754 | $1.14M | 0.76% | +3,000+2.2% | Added |