MongoDB, Inc. (MDB) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | CARY STREET PARTNERS INVESTMENT ADVISORY#701 · 301 sh | 301 | $101.1K | 0.02% | New |
| 702 | Basecamp Wealth Advisors#702 · 276 sh | 276 | $92.7K | 0.02% | -3.8% |
| 703 | CVA Family Office#703 · 249 sh | 249 | $83.6K | <0.01% | +15.8% |
| 704 | Geneos Wealth Management#704 · 234 sh | 234 | $78.6K | <0.01% | 0.0% |
| 705 | FIRST HORIZON NATIONAL#705 · 227 sh | 227 | $76.2K | — | +2.3% |
| 706 | Sankala Group#706 · 173 sh | 173 | $75.9K | 0.05% | 0.0% |
| 707 | Morse Asset Management#707 · 220 sh | 220 | $73.9K | 0.01% | 0.0% |
| 708 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#708 · 205 sh | 205 | $68.9K | 0.02% | 0.0% |
| 709 | MCGUIRE CAPITAL ADVISORS#709 · 200 sh | 200 | $67.2K | 0.04% | 0.0% |
| 710 | Close Asset Management Ltd#710 · 200 sh | 200 | $67.0K | <0.01% | 0.0% |
| 711 | CoreCap Advisors#711 · 197 sh | 197 | $66.2K | — | +1415.4% |
| 712 | Park Place Capital#712 · 193 sh | 193 | $64.8K | 0.01% | +50.8% |
| 713 | Union Bankshares#713 · 190 sh | 190 | $63.8K | <0.01% | +153.3% |
| 714 | V-Square Quantitative Management#714 · 188 sh | 188 | $63.1K | — | -53.8% |
| 715 | Pinnacle Wealth Planning Services#715 · 180 sh | 180 | $60.5K | <0.01% | -2.2% |
| 716 | Wealth Enhancement Services#716 · 180 sh | 180 | $60.5K | — | 0.0% |
| 717 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#717 · 172 sh | 172 | $57.8K | <0.01% | +73.7% |
| 718 | Rossby Financial, LCC#718 · 157 sh | 157 | $52.7K | <0.01% | -15.1% |
| 719 | MassMutual Private Wealth & , FSB#719 · 150 sh | 150 | $50.4K | — | -3.2% |
| 720 | Strategic Advocates#720 · 144 sh | 144 | $48.4K | 0.19% | +25.2% |
| 721 | Napier Financial#721 · 140 sh | 140 | $47.0K | <0.01% | 0.0% |
| 722 | Cassaday & Wealth Management#722 · 135 sh | 135 | $45.3K | — | -3.6% |
| 723 | Strategic Wealth Partners, Ltd.#723 · 129 sh | 129 | $43.3K | <0.01% | 0.0% |
| 724 | Abound Wealth Management#724 · 124 sh | 124 | $41.7K | — | -0.8% |
| 725 | Fortitude Family Office#725 · 124 sh | 124 | $41.7K | — | +210.0% |
| 726 | Westside Investment Management#726 · 122 sh | 122 | $41.0K | <0.01% | 0.0% |
| 727 | Murphy & Mullick Capital Management#727 · 118 sh | 118 | $39.6K | 0.02% | 0.0% |
| 728 | Bayforest Capital Ltd#728 · 118 sh | 118 | $39.6K | 0.04% | -89.1% |
| 729 | HARBOUR INVESTMENTS#729 · 116 sh | 116 | $38.9K | <0.01% | -45.5% |
| 730 | WPG Advisers#730 · 112 sh | 112 | $37.6K | 0.02% | -42.0% |
| 731 | HUNTINGTON NATIONAL BANK#731 · 112 sh | 112 | $37.6K | <0.01% | +14.3% |
| 732 | SouthState Bank#732 · 110 sh | 110 | $36.9K | <0.01% | +0.9% |
| 733 | Capital Advisor Network#733 · 109 sh | 109 | $36.6K | 0.05% | New |
| 734 | CX Institutional#734 · 103 sh | 103 | $35.0K | — | +94.3% |
| 735 | Truvestments Capital#735 · 101 sh | 101 | $33.9K | <0.01% | 0.0% |
| 736 | Smallwood Wealth Investment Management#736 · 100 sh | 100 | $33.6K | 0.01% | New |
| 737 | BARTLETT & WEALTH MANAGEMENT#737 · 100 sh | 100 | $33.6K | <0.01% | 0.0% |
| 738 | NBH Bank#738 · 100 sh | 100 | $33.6K | 0.01% | — |
| 739 | Vanguard National#739 · 93 sh | 93 | $31.2K | <0.01% | 0.0% |
| 740 | ADIRONDACK#740 · 88 sh | 88 | $29.6K | — | 0.0% |
| 741 | Cornerstone Planning Group#741 · 96 sh | 96 | $29.3K | — | +43.3% |
| 742 | First Command Advisory Services#742 · 83 sh | 83 | $27.9K | <0.01% | +654.5% |
| 743 | SJS Investment Consulting#743 · 83 sh | 83 | $27.9K | — | -57.2% |
| 744 | Financial Avengers#744 · 80 sh | 80 | $26.9K | 0.01% | 0.0% |
| 745 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#745 · 78 sh | 78 | $26.2K | <0.01% | +50.0% |
| 746 | Tower Research Capital (TRC)#746 · 76 sh | 76 | $25.5K | <0.01% | -9.5% |
| 747 | Raiffeisen Bank International AG#747 · 72 sh | 72 | $24.3K | <0.01% | 0.0% |
| 748 | BESSEMER GROUP#748 · 69 sh | 69 | $23.0K | 0.00% | 0.0% |
| 749 | Keating Financial Advisory Services#749 · 68 sh | 68 | $22.8K | <0.01% | +142.9% |
| 750 | Front Row Advisors#750 · 50 sh | 50 | $22.0K | <0.01% | 0.0% |
| 751 | ZRC WEALTH MANAGEMENT#751 · 65 sh | 65 | $21.8K | — | +983.3% |
| 752 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#752 · 58 sh | 58 | $20.8K | <0.01% | +16.0% |
| 753 | TrueNorth#753 · 58 sh | 58 | $19.5K | <0.01% | +5700.0% |
| 754 | Tidemark#754 · 56 sh | 56 | $18.8K | <0.01% | 0.0% |
| 755 | Legacy Bridge#755 · 55 sh | 55 | $18.5K | <0.01% | 0.0% |
| 756 | 1015 Capital Partners#756 · 54 sh | 54 | $18.1K | 0.02% | +1.9% |
| 757 | WORMSER FRERES GESTION#757 · 51 sh | 51 | $17.1K | — | New |
| 758 | Osbon Capital Management#758 · 50 sh | 50 | $16.8K | 0.01% | 0.0% |
| 759 | FLAGSHIP WEALTH ADVISORS#759 · 50 sh | 50 | $16.8K | <0.01% | New |
| 760 | Boreal Capital Management#760 · 50 sh | 50 | $16.8K | 0.01% | 0.0% |
| 761 | Medallion Wealth Advisors#761 · 48 sh | 48 | $16.1K | <0.01% | 0.0% |
| 762 | Allied Private Wealth#762 · 44 sh | 44 | $15.8K | 0.01% | — |
| 763 | Physician Wealth Advisors#763 · 46 sh | 46 | $15.5K | — | +39.4% |
| 764 | Capital Advisors, Ltd.#764 · 45 sh | 45 | $15.0K | <0.01% | -6.2% |
| 765 | Marquette Asset Management#765 · 43 sh | 43 | $14.4K | — | New |
| 766 | Private Wealth Asset Management#766 · 42 sh | 42 | $14.1K | <0.01% | 0.0% |
| 767 | Covestor Ltd#767 · 41 sh | 41 | $14.0K | <0.01% | -10.9% |
| 768 | HORIZON FINANCIAL SERVICES#768 · 41 sh | 41 | $13.8K | <0.01% | +17.1% |
| 769 | Aventura Private Wealth#769 · 41 sh | 41 | $13.8K | <0.01% | 0.0% |
| 770 | Ameritas Advisory Services#770 · 41 sh | 41 | $13.7K | <0.01% | New |
| 771 | First Pacific Financial#771 · 40 sh | 40 | $13.4K | — | 0.0% |
| 772 | Avion Wealth#772 · 39 sh | 39 | $13.0K | <0.01% | +34.5% |
| 773 | BROWN, LISLE/CUMMINGS#773 · 38 sh | 38 | $12.8K | — | +15.2% |
| 774 | Quantbot Technologies#774 · 38 sh | 38 | $12.8K | <0.01% | New |
| 775 | Grove Bank#775 · 38 sh | 38 | $12.8K | — | -34.5% |
| 776 | ACTION POINT FINANCIAL PLANNING#776 · 38 sh | 38 | $12.1K | <0.01% | New |
| 777 | MV CAPITAL MANAGEMENT#777 · 36 sh | 36 | $12.1K | <0.01% | +20.0% |
| 778 | Salomon & Ludwin#778 · 32 sh | 32 | $11.5K | <0.01% | 0.0% |
| 779 | Altshuler Shaham Ltd#779 · 34 sh | 34 | $11.4K | <0.01% | -39.3% |
| 780 | LifeSteps Financial#780 · 34 sh | 34 | $11.4K | — | New |
| 781 | LRI Investments#781 · 34 sh | 34 | $11.4K | <0.01% | +3.0% |
| 782 | Cornerstone Financial Management#782 · 31 sh | 31 | $10.4K | <0.01% | +63.2% |
| 783 | Downshift Financial#783 · 31 sh | 31 | $10.4K | — | New |
| 784 | COMPASS FINANCIAL MANAGEMENT#784 · 27 sh | 27 | $10.3K | <0.01% | — |
| 785 | Main Street Group, LTD#785 · 30 sh | 30 | $10.1K | <0.01% | 0.0% |
| 786 | MJT & Associates Financial Advisory Group#786 · 29 sh | 29 | $9.7K | — | -6.5% |
| 787 | Silver Grove Financial Group#787 · 28 sh | 28 | $9.4K | <0.01% | New |
| 788 | Bell Investment Advisors#788 · 27 sh | 27 | $9.1K | <0.01% | +17.4% |
| 789 | JPL Wealth Management#789 · 27 sh | 27 | $9.1K | <0.01% | -25.0% |
| 790 | Signature Equity Partners#790 · 27 sh | 27 | $9.1K | <0.01% | -32.5% |
| 791 | SHP Wealth Management#791 · 26 sh | 26 | $8.7K | <0.01% | +18.2% |
| 792 | Arlington#792 · 26 sh | 26 | $8.7K | — | 0.0% |
| 793 | JFS WEALTH ADVISORS#793 · 25 sh | 25 | $8.4K | <0.01% | +38.9% |
| 794 | Aspect Partners#794 · 25 sh | 25 | $8.4K | — | -19.4% |
| 795 | BROWN BROTHERS HARRIMAN#795 · 24 sh | 24 | $8.1K | 0.00% | -33.3% |
| 796 | Cromwell#796 · 24 sh | 24 | $8.1K | <0.01% | +84.6% |
| 797 | HighMark Wealth Management#797 · 23 sh | 23 | $7.7K | <0.01% | +43.8% |
| 798 | Continuum Advisory#798 · 22 sh | 22 | $7.4K | <0.01% | New |
| 799 | Strategic Investment Solutions#799 · 22 sh | 22 | $7.4K | <0.01% | 0.0% |
| 800 | Noble Wealth Management PBC#800 · 22 sh | 22 | $7.4K | — | 0.0% |
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.