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, Q2 2026
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 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
- 146
- +11 vs. Q1 2026
- Shares held
- 45.0M
- +2.49M (+5.9%) vs. Q1 2026
- Total value
- $339.9M
- +$30.0M (+9.7%) vs. Q1 2026
- New holders
- 25
- 58 more added
- Sold out
- 14
- 33 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davenport & Co LLC | 12,773 | $96.6K | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,560 | $95.0K | 0.01% | +12,560 | New |
| Allworth Financial LP | 11,910 | $90.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Wealth Partners LLC | 11,531 | $87.2K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,424 | $86.4K | 0.00% | −3,324−22.5% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $84.7K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,128 | $84.1K | 0.00% | −12,205−52.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,760 | $81.3K | 0.00% | 00.0% | Unchanged |
| Taylor Securities Services, Inc. | 10,487 | $79.3K | 0.03% | +10,487 | New |
| Lido Advisors, LLC | 10,482 | $79.2K | 0.00% | +10,482 | New |
| Everett Harris & Co | 10,205 | $77.1K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,016 | $75.7K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 8,161 | $61.7K | 0.03% | +8,161 | New |
| Compass Financial Management LLC | 6,960 | $52.0K | 0.01% | +6,960 | New |
| US Bancorp | 6,500 | $49.1K | 0.00% | −5−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 5,500 | $41.6K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 3,700 | $28.0K | 0.01% | +3,700 | New |
| Fortis Group Advisors, LLC | 3,630 | $27.4K | 0.00% | +204+6.0% | Added |
| JPMorgan Chase & Co | 3,387 | $25.2K | 0.00% | −17,898−84.1% | Reduced |
| LifeSteps Financial, Inc. | 3,000 | $22.7K | 0.01% | +3,000 | New |
| TSFG, LLC | 2,856 | $22.0K | 0.00% | +161+6.0% | Added |
| Farther Finance Advisors, LLC | 2,686 | $20.3K | 0.00% | −3,118−53.7% | Reduced |
| Aventura Private Wealth, LLC | 2,500 | $18.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 2,500 | $18.9K | 0.00% | +2,500 | New |
| SRS Capital Advisors, Inc. | 1,923 | $14.5K | 0.00% | +1,923 | New |
| Northwestern Mutual Wealth Management Co | 1,908 | $14.4K | 0.00% | −3,720−66.1% | Reduced |
| Spire Wealth Management | 1,759 | $13.3K | 0.00% | −1,901−51.9% | Reduced |
| Assetmark, Inc | 1,256 | $9.49K | 0.00% | −1,755−58.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,250 | $9.45K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,164 | $9.00K | 0.00% | +1,164 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,187 | $8.97K | 0.00% | +67+6.0% | Added |
| Godsey & Gibb Associates | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 928 | $7.02K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 530 | $4.01K | 0.00% | +530 | New |
| Harbour Investments, Inc. | 407 | $3.08K | 0.00% | −373−47.8% | Reduced |
| Highline Wealth Partners LLC | 400 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 232 | $1.75K | 0.00% | −1,145−83.2% | Reduced |
| Wells Fargo & Company | 204 | $1.54K | 0.00% | +200+5,000.0% | Added |
| First Horizon Corp | 200 | $1.51K | 0.00% | +200 | New |
| Gill Capital Partners, LLC | 29 | $219 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 11 | $83 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,358 | $0 | 0.00% | +1,358 | New |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −158,042−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −91,952−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −37,072−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −30,067−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −23,661−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −20,142−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,054−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |