MongoDB, Inc. (MDB) — Institutional Holders, Q2 2026 (page 6)
877 institutional investment managers reported a MDB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MDB 13F holders ranked 501–600 of 877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Allworth Financial#501 · 2,218 sh | 2,218 | $745.0K | <0.01% | -1.7% |
| 502 | BI Asset Management Fondsmaeglerselskab A/S#502 · 2,199 sh | 2,199 | $739.0K | — | -50.0% |
| 503 | Kera Capital Partners#503 · 2,195 sh | 2,195 | $737.3K | 0.07% | +0.8% |
| 504 | NorthCrest Asset Manangement#504 · 2,028 sh | 2,028 | $736.0K | — | +4.1% |
| 505 | Global Retirement Partners#505 · 2,187 sh | 2,187 | $734.6K | 0.01% | — |
| 506 | WBI INVESTMENTS#506 · 2,178 sh | 2,178 | $731.4K | 0.18% | New |
| 507 | STABLEFORD CAPITAL II#507 · 2,162 sh | 2,162 | $726.2K | — | New |
| 508 | Pine Valley Investments Ltd Liability#508 · 2,160 sh | 2,160 | $725.5K | 0.03% | +5.0% |
| 509 | Prosperity Consulting Group#509 · 2,154 sh | 2,154 | $723.5K | 0.03% | +74.4% |
| 510 | Metis Global Partners#510 · 2,134 sh | 2,134 | $716.8K | 0.02% | +3.0% |
| 511 | F/m Investments#511 · 2,091 sh | 2,091 | $702.4K | 0.04% | +6.5% |
| 512 | Foundations Investment Advisors#512 · 2,075 sh | 2,075 | $697.1K | <0.01% | New |
| 513 | Kentucky Retirement Systems Insurance Fund#513 · 2,066 sh | 2,066 | $694.0K | 0.04% | -0.4% |
| 514 | NATIONAL BANK OF CANADA#514 · 2,003 sh | 2,003 | $673.8K | <0.01% | -72.9% |
| 515 | Joel Isaacson#515 · 1,986 sh | 1,986 | $667.1K | 0.02% | +25.4% |
| 516 | CERTUITY#516 · 1,980 sh | 1,980 | $665.0K | 0.03% | +8.3% |
| 517 | Ronald Blue#517 · 1,977 sh | 1,977 | $664.1K | — | +2.9% |
| 518 | EVOLVE PRIVATE WEALTH#518 · 1,967 sh | 1,967 | $660.7K | 0.04% | +6.2% |
| 519 | MIRAE ASSET GLOBAL ETFS Ltd.#519 · 1,942 sh | 1,942 | $653.0K | <0.01% | +27.1% |
| 520 | Generali Asset Management SPA SGR#520 · 1,913 sh | 1,913 | $642.6K | — | New |
| 521 | UniSuper Management Pty Ltd#521 · 1,912 sh | 1,912 | $642.2K | — | +19.5% |
| 522 | THRIVENT FINANCIAL FOR LUTHERANS#522 · 1,894 sh | 1,894 | $636.0K | <0.01% | +61.7% |
| 523 | AFT, FORSYTH & COMPANY#523 · 1,885 sh | 1,885 | $633.2K | 0.30% | -4.1% |
| 524 | Values First Advisors#524 · 1,873 sh | 1,873 | $629.1K | — | +70.7% |
| 525 | Vise Technologies#525 · 1,867 sh | 1,867 | $627.1K | <0.01% | +131.4% |
| 526 | PARK AVENUE SECURITIES#526 · 1,825 sh | 1,825 | $613.0K | — | +33.9% |
| 527 | Avestar Capital#527 · 1,807 sh | 1,807 | $607.0K | 0.03% | -0.3% |
| 528 | Worthington Financial Partners#528 · 1,801 sh | 1,801 | $605.0K | — | -1.3% |
| 529 | Colonial River Wealth Management#529 · 1,793 sh | 1,793 | $602.3K | — | -7.5% |
| 530 | MOODY LYNN & LIEBERSON#530 · 1,787 sh | 1,787 | $600.3K | — | New |
| 531 | STRS OHIO#531 · 1,753 sh | 1,753 | $588.8K | <0.01% | -7.1% |
| 532 | MERIDIAN INVESTMENT COUNSEL#532 · 1,742 sh | 1,742 | $585.1K | — | 0.0% |
| 533 | Osmosis Investment Management UK Ltd#533 · 1,739 sh | 1,739 | $584.1K | 0.03% | -57.4% |
| 534 | Janney Montgomery Scott#534 · 1,731 sh | 1,731 | $581.0K | <0.01% | -32.4% |
| 535 | WADDELL & ASSOCIATES#535 · 1,726 sh | 1,726 | $579.8K | 0.03% | -15.4% |
| 536 | NINE MASTS CAPITAL Ltd#536 · 1,721 sh | 1,721 | $578.1K | 0.06% | New |
| 537 | EFG International AG#537 · 1,709 sh | 1,709 | $574.1K | 0.01% | 0.0% |
| 538 | TRANSCEND WEALTH COLLECTIVE#538 · 1,708 sh | 1,708 | $573.7K | 0.04% | +50.9% |
| 539 | SYON CAPITAL#539 · 1,692 sh | 1,692 | $568.3K | 0.02% | +30.7% |
| 540 | GUGGENHEIM CAPITAL#540 · 1,680 sh | 1,680 | $564.3K | <0.01% | +1.3% |
| 541 | HM PAYSON#541 · 1,674 sh | 1,674 | $562.3K | <0.01% | 0.0% |
| 542 | CastleKnight Management#542 · 1,650 sh | 1,650 | $554.2K | <0.01% | -74.2% |
| 543 | Kazazian Asset Management#543 · 1,600 sh | 1,600 | $537.4K | 0.48% | 0.0% |
| 544 | EMERALD MUTUAL FUND ADVISERS#544 · 1,591 sh | 1,591 | $534.4K | 0.02% | +8.7% |
| 545 | Carnegie Investment Counsel#545 · 1,587 sh | 1,587 | $533.1K | — | -6.9% |
| 546 | Versant Capital Management#546 · 1,575 sh | 1,575 | $529.0K | — | +15.8% |
| 547 | BOKF, NA#547 · 1,565 sh | 1,565 | $525.7K | <0.01% | -3.3% |
| 548 | STEPHENS#548 · 1,548 sh | 1,548 | $520.0K | <0.01% | +16.5% |
| 549 | WESTWOOD GROUP#549 · 1,516 sh | 1,516 | $509.2K | <0.01% | New |
| 550 | Savant Capital#550 · 1,688 sh | 1,688 | $499.9K | <0.01% | +38.2% |
| 551 | Pembroke Management, LTD#551 · 1,478 sh | 1,478 | $496.5K | — | -0.3% |
| 552 | JACOBS LEVY EQUITY MANAGEMENT#552 · 1,459 sh | 1,459 | $490.1K | <0.01% | New |
| 553 | NATIXIS#553 · 1,457 sh | 1,457 | $489.4K | <0.01% | -36.3% |
| 554 | Baker Avenue Asset Management#554 · 1,429 sh | 1,429 | $480.0K | <0.01% | -10.9% |
| 555 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#555 · 1,417 sh | 1,417 | $476.0K | <0.01% | +45.5% |
| 556 | WESTPAC BANKING#556 · 1,394 sh | 1,394 | $468.2K | 0.03% | -10.4% |
| 557 | GraniteShares Advisors#557 · 1,393 sh | 1,393 | $467.9K | 0.30% | -20.4% |
| 558 | Umpqua Bank#558 · 1,388 sh | 1,388 | $466.2K | 0.10% | +5.9% |
| 559 | Voleon Capital Management#559 · 1,385 sh | 1,385 | $465.2K | <0.01% | -3.1% |
| 560 | Proficio Capital Partners#560 · 1,355 sh | 1,355 | $455.1K | 0.02% | New |
| 561 | SIGNATUREFD#561 · 1,350 sh | 1,350 | $453.5K | — | +3.1% |
| 562 | QRG CAPITAL MANAGEMENT#562 · 1,341 sh | 1,341 | $450.3K | <0.01% | +10.3% |
| 563 | CARY STREET PARTNERS FINANCIAL#563 · 1,330 sh | 1,330 | $446.7K | <0.01% | New |
| 564 | Smith Group Asset Management#564 · 1,327 sh | 1,327 | $445.7K | 0.02% | New |
| 565 | Callan Family Office#565 · 1,326 sh | 1,326 | $445.4K | <0.01% | -2.4% |
| 566 | BANQUE PICTET & CIE SA#566 · 1,313 sh | 1,313 | $441.0K | — | 0.0% |
| 567 | TCW GROUP#567 · 1,308 sh | 1,308 | $439.4K | <0.01% | +0.8% |
| 568 | IvyRock Asset Management (HK) Ltd#568 · 1,300 sh | 1,300 | $436.7K | 0.25% | New |
| 569 | Laird Norton Wetherby Company#569 · 1,300 sh | 1,300 | $436.7K | <0.01% | +4.6% |
| 570 | EP Wealth Advisors#570 · 1,298 sh | 1,298 | $435.9K | <0.01% | -15.8% |
| 571 | Baader Bank Aktiengesellschaft#571 · 1,297 sh | 1,297 | $435.7K | 0.03% | New |
| 572 | COLDSTREAM CAPITAL MANAGEMENT#572 · 1,290 sh | 1,290 | $433.3K | <0.01% | -2.6% |
| 573 | Apollon Wealth Management#573 · 1,271 sh | 1,271 | $426.9K | — | New |
| 574 | Palumbo Wealth Management#574 · 1,267 sh | 1,267 | $425.6K | 0.09% | +1.5% |
| 575 | NORDEN GROUP#575 · 1,250 sh | 1,250 | $419.9K | — | +28.5% |
| 576 | JACKSON THORNTON WEALTH MANAGEMENT#576 · 1,241 sh | 1,241 | $416.9K | 0.03% | +8.5% |
| 577 | Frank, Rimerman Advisors#577 · 1,233 sh | 1,233 | $414.2K | — | +1.0% |
| 578 | Bridgewater Advisors#578 · 1,177 sh | 1,177 | $411.3K | 0.02% | -0.1% |
| 579 | EverSource Wealth Advisors#579 · 1,219 sh | 1,219 | $409.5K | 0.01% | -73.6% |
| 580 | Fi3 FINANCIAL ADVISORS#580 · 1,777 sh | 1,777 | $406.4K | 0.10% | New |
| 581 | Clearstead Advisors#581 · 1,209 sh | 1,209 | $406.1K | <0.01% | +1.4% |
| 582 | American#582 · 1,205 sh | 1,205 | $404.8K | 0.03% | New |
| 583 | Legacy Wealth Asset Management#583 · 1,204 sh | 1,204 | $404.4K | — | +30.0% |
| 584 | CITIZENS FINANCIAL GROUP#584 · 1,183 sh | 1,183 | $397.3K | — | +26.1% |
| 585 | CAPSTONE INVESTMENT ADVISORS#585 · 1,173 sh | 1,173 | $394.0K | <0.01% | -49.2% |
| 586 | Financial Perspectives#586 · 1,172 sh | 1,172 | $393.7K | 0.10% | 0.0% |
| 587 | Parallel Advisors#587 · 1,163 sh | 1,163 | $390.9K | <0.01% | +4.5% |
| 588 | PRINCETON CAPITAL MANAGEMENT#588 · 1,147 sh | 1,147 | $385.3K | 0.09% | -10.7% |
| 589 | SeaBridge Investment Advisors#589 · 1,144 sh | 1,144 | $384.3K | 0.06% | +6.9% |
| 590 | Siemens Fonds Invest GmbH#590 · 1,137 sh | 1,137 | $381.9K | 0.02% | -0.4% |
| 591 | Everhart Financial Group#591 · 1,134 sh | 1,134 | $380.9K | — | New |
| 592 | MOODY NATIONAL BANK DIVISION#592 · 1,123 sh | 1,123 | $377.2K | — | +3.1% |
| 593 | AlphaCore Capital#593 · 1,100 sh | 1,100 | $369.5K | <0.01% | New |
| 594 | Wedmont Private Capital#594 · 1,068 sh | 1,068 | $365.3K | — | +13.4% |
| 595 | Venturi Wealth Management#595 · 1,086 sh | 1,086 | $364.8K | 0.01% | New |
| 596 | TD Waterhouse Canada#596 · 1,004 sh | 1,004 | $360.5K | — | -3.6% |
| 597 | MONETA GROUP INVESTMENT ADVISORS#597 · 1,072 sh | 1,072 | $360.1K | <0.01% | +2.9% |
| 598 | QVT Financial#598 · 1,070 sh | 1,070 | $359.4K | 0.02% | -65.9% |
| 599 | Allegiance Financial Group Advisory Services#599 · 1,070 sh | 1,070 | $359.4K | 0.06% | +18.2% |
| 600 | Meiji Yasuda Asset Management Ltd.#600 · 1,061 sh | 1,061 | $356.4K | 0.02% | -3.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.