MongoDB, Inc. (MDB) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Alamea Verwaltungs GmbH#601 · 1,060 sh | 1,060 | $356.1K | 0.28% | New |
| 602 | RITHOLTZ WEALTH MANAGEMENT#602 · 1,058 sh | 1,058 | $355.4K | <0.01% | -9.0% |
| 603 | 180 WEALTH ADVISORS#603 · 1,051 sh | 1,051 | $352.9K | 0.04% | +0.2% |
| 604 | D.A. DAVIDSON#604 · 1,040 sh | 1,040 | $349.3K | <0.01% | -46.1% |
| 605 | YOUSIF CAPITAL MANAGEMENT#605 · 1,040 sh | 1,040 | $349.3K | — | -2.5% |
| 606 | Northwest & Ethical Investments L.P.#606 · 1,030 sh | 1,030 | $348.4K | <0.01% | -59.4% |
| 607 | Sentinus#607 · 1,010 sh | 1,010 | $339.3K | 0.03% | New |
| 608 | Frec Markets#608 · 1,010 sh | 1,010 | $339.3K | 0.03% | +14.9% |
| 609 | Cornerstone Select Advisors#609 · 1,009 sh | 1,009 | $338.9K | 0.14% | -3.8% |
| 610 | DSM CAPITAL PARTNERS#610 · 1,002 sh | 1,002 | $336.6K | <0.01% | New |
| 611 | Crewe Advisors#611 · 1,000 sh | 1,000 | $335.9K | 0.02% | 0.0% |
| 612 | Miracle Mile Advisors#612 · 990 sh | 990 | $332.5K | <0.01% | New |
| 613 | TCG Advisory Services#613 · 977 sh | 977 | $328.2K | <0.01% | New |
| 614 | Parcion Private Wealth#614 · 976 sh | 976 | $327.8K | 0.02% | -6.2% |
| 615 | TWIN PEAKS WEALTH ADVISORS#615 · 972 sh | 972 | $326.5K | 0.07% | +1.8% |
| 616 | Kestra Advisory Services#616 · 971 sh | 971 | $326.0K | <0.01% | -20.0% |
| 617 | EVERGREEN CAPITAL MANAGEMENT#617 · 970 sh | 970 | $325.8K | — | New |
| 618 | Meeder Advisory Services#618 · 938 sh | 938 | $315.1K | 0.01% | -13.0% |
| 619 | Ascent Wealth Partners#619 · 933 sh | 933 | $313.4K | — | +8.1% |
| 620 | Blueshift Asset Management#620 · 923 sh | 923 | $310.0K | 0.07% | -72.3% |
| 621 | ProShare Advisors#621 · 914 sh | 914 | $307.0K | <0.01% | +1.1% |
| 622 | NEW YORK LIFE INVESTMENT MANAGEMENT#622 · 909 sh | 909 | $305.3K | <0.01% | -3.3% |
| 623 | OSTRUM ASSET MANAGEMENT#623 · 909 sh | 909 | $305.3K | 0.01% | 0.0% |
| 624 | Caerus Investment Advisors#624 · 907 sh | 907 | $304.7K | 0.10% | +10.7% |
| 625 | HighPoint Advisor Group#625 · 904 sh | 904 | $303.7K | 0.01% | -4.2% |
| 626 | GLENMEDE NA#626 · 894 sh | 894 | $300.3K | <0.01% | New |
| 627 | BROWN ADVISORY#627 · 889 sh | 889 | $298.6K | <0.01% | New |
| 628 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#628 · 885 sh | 885 | $297.3K | <0.01% | +10.3% |
| 629 | Delta Global Management#629 · 877 sh | 877 | $294.6K | 0.03% | -98.5% |
| 630 | CenterBook Partners#630 · 860 sh | 860 | $288.9K | 0.01% | -98.7% |
| 631 | DV EQUITIES#631 · 859 sh | 859 | $288.5K | 0.04% | — |
| 632 | PCM Encore#632 · 846 sh | 846 | $284.2K | 0.05% | +1.4% |
| 633 | Crossmark Global#633 · 844 sh | 844 | $283.5K | — | -4.8% |
| 634 | AWM CAPITAL#634 · 843 sh | 843 | $283.2K | — | New |
| 635 | Portside Wealth Group#635 · 843 sh | 843 | $283.2K | — | New |
| 636 | Hirtle Callaghan#636 · 836 sh | 836 | $280.8K | <0.01% | 0.0% |
| 637 | SYM FINANCIAL#637 · 823 sh | 823 | $276.4K | — | -19.1% |
| 638 | GLOBALT Investments / GA#638 · 818 sh | 818 | $274.8K | — | 0.0% |
| 639 | West Family Investments#639 · 800 sh | 800 | $268.7K | 0.08% | New |
| 640 | Royal Fund Management#640 · 800 sh | 800 | $268.7K | — | New |
| 641 | Ashton Thomas Private Wealth#641 · 800 sh | 800 | $268.7K | <0.01% | New |
| 642 | Brookstone Capital Management#642 · 797 sh | 797 | $267.7K | — | New |
| 643 | Compound Planning#643 · 793 sh | 793 | $266.3K | <0.01% | New |
| 644 | AlphaGrep UK Ltd#644 · 788 sh | 788 | $264.7K | 0.08% | -23.6% |
| 645 | MGO ONE SEVEN#645 · 787 sh | 787 | $264.4K | <0.01% | -5.1% |
| 646 | Moran Wealth Management#646 · 782 sh | 782 | $262.7K | — | -12.4% |
| 647 | Ballentine Partners#647 · 763 sh | 763 | $256.3K | <0.01% | New |
| 648 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#648 · 760 sh | 760 | $255.3K | <0.01% | -99.0% |
| 649 | World Investment Advisors#649 · 1,028 sh | 1,028 | $253.0K | <0.01% | -3.0% |
| 650 | Wick Capital Partners#650 · 751 sh | 751 | $252.1K | 0.04% | New |
| 651 | SkyView Investment Advisors#651 · 750 sh | 750 | $252.0K | 0.20% | New |
| 652 | J. Safra Sarasin Holding AG#652 · 743 sh | 743 | $249.6K | — | -50.4% |
| 653 | Essential Partners#653 · 736 sh | 736 | $247.2K | — | -61.3% |
| 654 | Diversify Advisory Services#654 · 796 sh | 796 | $246.5K | — | New |
| 655 | DIVERSIFY WEALTH MANAGEMENT#655 · 796 sh | 796 | $246.5K | — | +1.7% |
| 656 | CIGNA INVESTMENTS#656 · 734 sh | 734 | $246.0K | — | New |
| 657 | Index Technologies Group#657 · 732 sh | 732 | $245.9K | 0.20% | New |
| 658 | Dynasty Wealth Management#658 · 727 sh | 727 | $244.2K | <0.01% | New |
| 659 | BXM Wealth#659 · 725 sh | 725 | $243.5K | 0.13% | New |
| 660 | QTR Family Wealth#660 · 725 sh | 725 | $243.5K | 0.08% | New |
| 661 | FIRST MANHATTAN#661 · 722 sh | 722 | $242.5K | <0.01% | New |
| 662 | BEESE FULMER INVESTMENT MANAGEMENT#662 · 720 sh | 720 | $241.8K | — | -24.0% |
| 663 | JUNCTURE WEALTH STRATEGIES#663 · 718 sh | 718 | $241.2K | — | New |
| 664 | DAYMARK WEALTH PARTNERS#664 · 717 sh | 717 | $240.8K | <0.01% | New |
| 665 | APPLETON PARTNERS#665 · 712 sh | 712 | $239.0K | 0.01% | New |
| 666 | Crestwood Advisors Group#666 · 695 sh | 695 | $233.3K | <0.01% | -28.8% |
| 667 | MONECO Advisors#667 · 692 sh | 692 | $232.4K | 0.01% | New |
| 668 | Dixon Mitchell Investment Counsel#668 · 681 sh | 681 | $228.7K | <0.01% | -33.4% |
| 669 | QUADRANT CAPITAL GROUP#669 · 678 sh | 678 | $227.9K | — | -36.2% |
| 670 | David J Yvars Group#670 · 678 sh | 678 | $227.7K | — | New |
| 671 | B. Riley Wealth Advisors#671 · 667 sh | 667 | $225.6K | — | New |
| 672 | Bank Julius Baer & Ltd, Zurich#672 · 654 sh | 654 | $220.4K | <0.01% | -50.9% |
| 673 | DRIVE WEALTH MANAGEMENT#673 · 641 sh | 641 | $215.3K | 0.04% | New |
| 674 | KESTRA PRIVATE WEALTH SERVICES#674 · 635 sh | 635 | $213.3K | <0.01% | New |
| 675 | Modern Wealth Management#675 · 615 sh | 615 | $206.5K | <0.01% | New |
| 676 | RIVERSEDGE ADVISORS#676 · 610 sh | 610 | $204.9K | — | New |
| 677 | PRINCIPAL SECURITIES#677 · 609 sh | 609 | $204.6K | <0.01% | -56.3% |
| 678 | Stratos Wealth Partners, LTD.#678 · 607 sh | 607 | $204.2K | <0.01% | New |
| 679 | StoneX Group#679 · 631 sh | 631 | $204.2K | <0.01% | New |
| 680 | VestGen Advisors#680 · 605 sh | 605 | $203.2K | <0.01% | -26.7% |
| 681 | Cornerstone Wealth Group#681 · 603 sh | 603 | $202.5K | 0.01% | New |
| 682 | HERBST GROUP#682 · 600 sh | 600 | $201.5K | — | New |
| 683 | Tufton Capital Management#683 · 600 sh | 600 | $201.0K | — | New |
| 684 | EARNED WEALTH ADVISORS#684 · 597 sh | 597 | $200.5K | 0.01% | -58.9% |
| 685 | Livforsakringsbolaget Skandia, Omsesidigt#685 · 558 sh | 558 | $187.4K | — | 0.0% |
| 686 | CREATIVE FINANCIAL DESIGNS#686 · 530 sh | 530 | $178.0K | <0.01% | +1666.7% |
| 687 | True Wealth Design#687 · 524 sh | 524 | $176.0K | — | -1.1% |
| 688 | Larson Financial Group#688 · 505 sh | 505 | $169.6K | <0.01% | +86.3% |
| 689 | Smartleaf Asset Management#689 · 491 sh | 491 | $166.0K | <0.01% | 0.0% |
| 690 | State of Wyoming#690 · 493 sh | 493 | $165.6K | 0.02% | +1954.2% |
| 691 | Quent Capital#691 · 493 sh | 493 | $165.6K | 0.01% | -1.6% |
| 692 | NBC SECURITIES#692 · 484 sh | 484 | $162.6K | — | +100.0% |
| 693 | Rakuten Securities#693 · 422 sh | 422 | $141.8K | 0.03% | +134.4% |
| 694 | GAMMA Investing#694 · 414 sh | 414 | $139.1K | — | +69.7% |
| 695 | Quarry#695 · 413 sh | 413 | $138.7K | 0.01% | New |
| 696 | Newbridge Financial Services Group#696 · 409 sh | 409 | $137.4K | — | -34.1% |
| 697 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#697 · 380 sh | 380 | $127.6K | — | 0.0% |
| 698 | Parkside Financial Bank#698 · 356 sh | 356 | $119.6K | — | +154.3% |
| 699 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#699 · 355 sh | 355 | $119.2K | — | New |
| 700 | Steward Partners Investment Advisory#700 · 305 sh | 305 | $102.5K | <0.01% | -54.1% |
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.