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 |
|---|---|---|---|---|---|
| Bank of America Corp | 3,895 | $32.6K | 0.00% | +3,895 | New |
| SRS Capital Advisors, Inc. | 3,731 | $31.2K | 0.00% | +1,808+94.0% | Added |
| Spire Wealth Management | 3,572 | $29.9K | 0.00% | +3,572 | New |
| JPMorgan Chase & Co | 3,032 | $25.4K | 0.00% | +3,032 | New |
| TSFG, LLC | 2,552 | $21.0K | 0.00% | +133+5.5% | Added |
| 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 |
| Parallel Advisors, LLC | 1,941 | $16.2K | 0.00% | +1,941 | New |
| Northwestern Mutual Wealth Management Co | 1,908 | $16.0K | 0.00% | −3,739−66.2% | Reduced |
| Sunbelt Securities, Inc. | 1,463 | $12.2K | 0.00% | +76+5.5% | Added |
| The PNC Financial Services Group, Inc. | 1,250 | $10.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,060 | $8.86K | 0.00% | −8,479−88.9% | Reduced |
| 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 |
| Royal Bank of Canada | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 898 | $8.00K | 0.00% | +898 | New |
| GoalVest Advisory LLC | 928 | $7.76K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $5.02K | 0.00% | −359−37.4% | Reduced |
| Highline Wealth Partners LLC | 400 | $3.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 165 | $1.00K | 0.00% | +165 | New |
| Parvin Asset Management, LLC | 67 | $560 | 0.00% | +67 | New |
| Harbour Investments, Inc. | 38 | $318 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $118 | 0.00% | +14 | New |
| Wells Fargo & Company | 2 | $18 | 0.00% | −3−60.0% | Reduced |
| Danske Bank A/S | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,011,315−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −66,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,536−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −25,604−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,111−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,805−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |