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, Q1 2026
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2026. 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
- 138
- +12 vs. Q4 2025
- Shares held
- 42.5M
- +13.2M (+45.1%) vs. Q4 2025
- Total value
- $310.0M
- +$65.2M (+26.6%) vs. Q4 2025
- New holders
- 23
- 58 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Wealth Partners LLC | 11,531 | $83.9K | 0.06% | +11,531 | New |
| Harbor Investment Advisory, LLC | 11,204 | $81.6K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,760 | $78.3K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 10,205 | $74.3K | 0.00% | +10,205 | New |
| Valmark Advisers, Inc. | 10,016 | $72.9K | 0.00% | +16+0.2% | Added |
| Marshall Financial Group LLC | 10,000 | $72.8K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $47.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,505 | $47.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,804 | $42.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,628 | $41.0K | 0.00% | +3,720+195.0% | Added |
| Atlantic Union Bankshares Corp | 5,500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $35.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,660 | $26.6K | 0.00% | +88+2.5% | Added |
| Fortis Group Advisors, LLC | 3,426 | $24.9K | 0.00% | +3,426 | New |
| Golden State Equity Partners | 3,304 | $24.1K | 0.00% | +3,304 | New |
| Assetmark, Inc | 3,011 | $21.9K | 0.00% | −4,949−62.2% | Reduced |
| Royal Bank of Canada | 2,943 | $21.0K | 0.00% | +1,943+194.3% | Added |
| TSFG, LLC | 2,695 | $20.0K | 0.00% | +143+5.6% | Added |
| Aventura Private Wealth, LLC | 2,500 | $18.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,546 | $11.3K | 0.00% | +83+5.7% | Added |
| Tower Research Capital LLC (TRC) | 1,377 | $10.0K | 0.00% | +1,377 | New |
| The PNC Financial Services Group, Inc. | 1,250 | $9.10K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,120 | $8.15K | 0.00% | +60+5.7% | Added |
| Godsey & Gibb Associates | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 928 | $6.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 780 | $5.68K | 0.00% | +742+1,952.6% | Added |
| MAI Capital Management | 600 | $4.37K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $2.91K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 67 | $488 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 29 | $211 | 0.00% | +29 | New |
| CWM, LLC | 14 | $102 | 0.00% | −151−91.5% | Reduced |
| Walsh & Associates, LLC | 11 | $80 | 0.00% | +11 | New |
| Wells Fargo & Company | 4 | $31 | 0.00% | +2+100.0% | Added |
| Danske Bank A/S | 3 | $22 | 0.00% | +1+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −219,637−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −34,913−100.0% | Sold out |
| OneAscent Family Office, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,171−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Vantage Financial Partners, LLC | – | – | – | – | Not filed |