MongoDB, Inc.
MDB- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001441816
In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in MongoDB, Inc. as of Jun 30, 2024. 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
- 662
- −67 vs. Q1 2024
- Shares held
- 68.0M
- +2.49M (+3.8%) vs. Q1 2024
- Total value
- $17.0B
- −$6.49B (−27.6%) vs. Q1 2024
- New holders
- 84
- 244 more added
- Sold out
- 151
- 246 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDB 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 | 875 | $25.0B |
| Q1 2026 | 817 | $17.5B |
| Q4 2025 | 915 | $30.5B |
| Q3 2025 | 778 | $22.7B |
| Q2 2025 | 693 | $14.5B |
| Q1 2025 | 663 | $12.1B |
| Q4 2024 | 713 | $15.3B |
| Q3 2024 | 667 | $18.2B |
| Q2 2024 | 662 | $17.0B |
| Q1 2024 | 737 | $23.5B |
| Q4 2023 | 748 | $26.4B |
| Q3 2023 | 668 | $22.3B |
| Q2 2023 | 663 | $26.1B |
| Q1 2023 | 528 | $14.8B |
| Q4 2022 | 522 | $12.2B |
| Q3 2022 | 509 | $12.3B |
| Q2 2022 | 539 | $16.0B |
| Q1 2022 | 571 | $26.8B |
| Q4 2021 | 561 | $31.7B |
| Q3 2021 | 511 | $27.9B |
| Q2 2021 | 463 | $21.1B |
| Q1 2021 | 468 | $14.2B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 817 | $204.2K | 0.09% | −217−21.0% | Reduced |
| Baird Financial Group, Inc. | 815 | $203.7K | 0.00% | +815 | New |
| Northwestern Mutual Wealth Management Co | 811 | $202.7K | 0.00% | +326+67.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 805 | $201.2K | 0.02% | +87+12.1% | Added |
| Awm Capital, LLC | 804 | $201.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 538 | $192.9K | 0.00% | +113+26.6% | Added |
| GWM Advisors LLC | 735 | $183.7K | 0.00% | +360+96.0% | Added |
| Financial Perspectives, Inc | 697 | $174.2K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 670 | $167.5K | 0.04% | +670 | New |
| Jones Financial Companies LLLP | 644 | $161.0K | 0.00% | +601+1,397.7% | Added |
| Quest Partners LLC | 640 | $160.0K | 0.02% | +640 | New |
| Edmond de Rothschild Holding S.A. | 637 | $159.2K | 0.00% | +215+50.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 633 | $158.0K | 0.00% | −741−53.9% | Reduced |
| Fifth Third Bancorp | 620 | $155.0K | 0.00% | +44+7.6% | Added |
| Allworth Financial LP | 549 | $138.2K | 0.00% | −6−1.1% | Reduced |
| Transcendent Capital Group LLC | 533 | $133.2K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 532 | $133.0K | 0.02% | −58−9.8% | Reduced |
| Principal Securities, Inc. | 513 | $128.2K | 0.00% | +154+42.9% | Added |
| CSS LLC | 500 | $125.0K | 0.01% | −569−53.2% | Reduced |
| Ofi Invest Asset Management | 510 | $118.9K | 0.00% | +412+420.4% | Added |
| China Universal Asset Management Co., Ltd. | 441 | $110.2K | 0.02% | +115+35.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $98.1K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 385 | $96.2K | 0.01% | −1,890−83.1% | Reduced |
| Quadrant Capital Group LLC | 375 | $93.7K | 0.01% | −22−5.5% | Reduced |
| Clearstead Advisors, LLC | 374 | $93.5K | 0.00% | +374 | New |
| Bessemer Group Inc | 363 | $91.0K | 0.00% | −20−5.2% | Reduced |
| Advisors Asset Management, Inc. | 358 | $89.5K | 0.00% | +34+10.5% | Added |
| Paloma Partners Management Co | 332 | $83.0K | 0.01% | −382−53.5% | Reduced |
| Provenance Wealth Advisors, LLC | 324 | $81.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 303 | $75.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 285 | $71.2K | 0.03% | −263−48.0% | Reduced |
| Geneos Wealth Management Inc. | 277 | $69.2K | 0.00% | −6−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 245 | $68.2K | 0.00% | −369−60.1% | Reduced |
| Covestor Ltd | 256 | $64.0K | 0.04% | +45+21.3% | Added |
| First Horizon Advisors, Inc. | 246 | $61.5K | 0.00% | −270−52.3% | Reduced |
| Lindbrook Capital, LLC | 238 | $59.5K | 0.01% | −17−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 220 | $55.5K | 0.00% | −3−1.3% | Reduced |
| Kelly Financial Services LLC | 222 | $55.5K | 0.02% | +103+86.6% | Added |
| Huntington National Bank | 215 | $53.7K | 0.00% | −4−1.8% | Reduced |
| Horizon Investments, LLC | 215 | $53.7K | 0.00% | +26+13.8% | Added |
| Westpac Banking Corp | 210 | $52.5K | 0.00% | +82+64.1% | Added |
| Alta Advisers Ltd | 200 | $50.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $45.0K | 0.01% | +1+0.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 168 | $42.0K | 0.02% | +138+460.0% | Added |
| Jamison Private Wealth Management, Inc. | 167 | $41.7K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 166 | $41.5K | 0.00% | +166 | New |
| Asset Dedication, LLC | 163 | $40.7K | 0.00% | +163 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 158 | $39.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 154 | $38.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 152 | $37.0K | 0.02% | +152 | New |
| DSM Capital Partners LLC | 148 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 140 | $35.0K | 0.00% | +119+566.7% | Added |
| Quarry LP | 134 | $33.5K | 0.01% | +129+2,580.0% | Added |
| J.Safra Asset Management Corp | 133 | $33.2K | 0.00% | +116+682.4% | Added |
| Central Trust Co | 131 | $32.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $32.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 127 | $31.7K | 0.00% | +30+30.9% | Added |
| Sunbelt Securities, Inc. | 125 | $31.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $31.0K | 0.01% | −1−0.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 110 | $27.5K | 0.02% | +110 | New |
| LRI Investments, LLC | 106 | $26.6K | 0.00% | +106 | New |
| Tidemark, LLC | 106 | $26.5K | 0.01% | +106 | New |
| Financial Avengers, Inc. | 100 | $25.0K | 0.01% | −20−16.7% | Reduced |
| Beacon Capital Management, LLC | 100 | $25.0K | 0.00% | −5−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 100 | $25.0K | 0.01% | +100 | New |
| Hilltop National Bank | 97 | $24.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 94 | $23.0K | 0.01% | +78+487.5% | Added |
| Carmichael Hill & Associates, Inc. | 90 | $22.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 88 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 89 | $21.7K | 0.00% | +44+97.8% | Added |
| JJJ Advisors Inc. | 86 | $21.5K | 0.00% | −2−2.3% | Reduced |
| Montag A & Associates Inc | 77 | $19.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $19.0K | 0.00% | +8+11.9% | Added |
| Global Retirement Partners, LLC | 76 | $19.0K | 0.00% | −266−77.8% | Reduced |
| Mather Group, LLC. | 50 | $18.1K | 0.00% | +34+212.5% | Added |
| Catalyst Capital Advisors LLC | 72 | $18.0K | 0.00% | +5+7.5% | Added |
| Riverview Trust Co | 68 | $17.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $16.7K | 0.00% | +32+91.4% | Added |
| Institutional & Family Asset Management, LLC | 66 | $16.5K | 0.00% | −1−1.5% | Reduced |
| Valley National Advisers Inc | 65 | $16.0K | 0.00% | −23−26.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 63 | $16.0K | 0.00% | −16−20.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 59 | $14.7K | 0.00% | +45+321.4% | Added |
| Western Pacific Wealth Management, LP | 55 | $13.7K | 0.01% | −120−68.6% | Reduced |
| GAMMA Investing LLC | 52 | $13.0K | 0.00% | −81−60.9% | Reduced |
| Front Row Advisors LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $12.5K | 0.00% | +50 | New |
| Pittenger & Anderson Inc | 49 | $12.2K | 0.00% | −204−80.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 49 | $12.2K | 0.00% | +19+63.3% | Added |
| TD Private Client Wealth LLC | 49 | $12.2K | 0.00% | +44+880.0% | Added |
| Close Asset Management Ltd | 45 | $11.0K | 0.00% | −95−67.9% | Reduced |
| Harbour Investments, Inc. | 44 | $11.0K | 0.00% | −32−42.1% | Reduced |
| St Germain D J Co Inc | 43 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 42 | $10.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $10.2K | 0.00% | −31−43.1% | Reduced |
| Private Trust Co NA | 41 | $10.2K | 0.00% | −30−42.3% | Reduced |
| Liberty One Investment Management, LLC | 41 | $10.0K | 0.00% | −3−6.8% | Reduced |
| Trifecta Capital Advisors, LLC | 40 | $10.0K | 0.00% | +40 | New |
| Rothschild Investment LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |