MongoDB, Inc. (MDB) — Institutional Holders, Q2 2026 (page 9)
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 801 to 877. 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 801–877 of 877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Activest Wealth Management#801 · 21 sh | 21 | $7.1K | — | -32.3% |
| 802 | Sachetta#802 · 21 sh | 21 | $7.1K | <0.01% | +110.0% |
| 803 | RAFFA WEALTH MANAGEMENT#803 · 19 sh | 19 | $6.4K | <0.01% | +111.1% |
| 804 | Darwin Wealth Management#804 · 19 sh | 19 | $6.4K | <0.01% | -32.1% |
| 805 | Cape Investment Advisory#805 · 18 sh | 18 | $6.0K | — | New |
| 806 | Kingdom Financial Group#806 · 18 sh | 18 | $6.0K | <0.01% | 0.0% |
| 807 | UMB Bank, n.a.#807 · 18 sh | 18 | $6.0K | <0.01% | +200.0% |
| 808 | Private Wealth Management Group#808 · 17 sh | 17 | $5.7K | — | 0.0% |
| 809 | Hughes Financial Services#809 · 16 sh | 16 | $5.4K | <0.01% | +128.6% |
| 810 | Tradewinds Capital Management#810 · 15 sh | 15 | $5.0K | — | -51.6% |
| 811 | Mascoma Wealth Management#811 · 15 sh | 15 | $5.0K | — | 0.0% |
| 812 | Bruce G. Allen Investments#812 · 15 sh | 15 | $5.0K | <0.01% | -61.5% |
| 813 | Owl Creek Wealth Partners#813 · 15 sh | 15 | $5.0K | — | 0.0% |
| 814 | James T. Borello RIA#814 · 15 sh | 15 | $5.0K | — | -21.1% |
| 815 | COUNTRY BANK#815 · 13 sh | 13 | $4.4K | <0.01% | 0.0% |
| 816 | Pier Capital#816 · 12 sh | 12 | $4.0K | <0.01% | New |
| 817 | Clearstead#817 · 12 sh | 12 | $4.0K | <0.01% | New |
| 818 | American Capital Advisory#818 · 12 sh | 12 | $4.0K | <0.01% | +200.0% |
| 819 | Rialto Wealth Management#819 · 12 sh | 12 | $4.0K | <0.01% | +200.0% |
| 820 | Johnson Financial Group#820 · 11 sh | 11 | $3.7K | <0.01% | +120.0% |
| 821 | SALEM INVESTMENT COUNSELORS#821 · 11 sh | 11 | $3.7K | — | 0.0% |
| 822 | BERKSHIRE CAPITAL#822 · 10 sh | 10 | $3.4K | <0.01% | 0.0% |
| 823 | Manchester Capital Management#823 · 10 sh | 10 | $3.4K | — | New |
| 824 | Bogart Wealth#824 · 10 sh | 10 | $3.4K | <0.01% | +42.9% |
| 825 | Archer Investment#825 · 10 sh | 10 | $3.4K | <0.01% | New |
| 826 | EVOLUTION WEALTH MANAGEMENT#826 · 10 sh | 10 | $3.4K | <0.01% | 0.0% |
| 827 | Bay Harbor Wealth Management#827 · 9 sh | 9 | $3.0K | <0.01% | +350.0% |
| 828 | Clal Insurance Enterprises Ltd#828 · 8 sh | 8 | $3.0K | 0.00% | New |
| 829 | GHP Investment Advisors#829 · 8 sh | 8 | $2.7K | — | 0.0% |
| 830 | HFM Investment Advisors#830 · 7 sh | 7 | $2.4K | <0.01% | +250.0% |
| 831 | MATHER GROUP#831 · 7 sh | 7 | $2.4K | — | -36.4% |
| 832 | Highland Investment Advisors#832 · 7 sh | 7 | $2.4K | <0.01% | — |
| 833 | Colonial / SC#833 · 7 sh | 7 | $2.2K | <0.01% | -22.2% |
| 834 | DiNuzzo Private Wealth#834 · 6 sh | 6 | $2.0K | — | 0.0% |
| 835 | Raleigh Capital Management#835 · 6 sh | 6 | $2.0K | <0.01% | 0.0% |
| 836 | Creative Capital Management Investments#836 · 6 sh | 6 | $2.0K | <0.01% | New |
| 837 | Alpha Financial Advisors#837 · 6 sh | 6 | $2.0K | <0.01% | New |
| 838 | Asset Dedication#838 · 5 sh | 5 | $1.7K | <0.01% | New |
| 839 | WOLFF WIESE MAGANA#839 · 5 sh | 5 | $1.7K | — | 0.0% |
| 840 | Principia Wealth Advisory#840 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 841 | NBT BANK N A#841 · 5 sh | 5 | $1.7K | — | 0.0% |
| 842 | THURSTON, SPRINGER, MILLER, HERD & TITAK#842 · 5 sh | 5 | $1.7K | — | 0.0% |
| 843 | Cheviot Value Management#843 · 4 sh | 4 | $1.3K | <0.01% | 0.0% |
| 844 | Anchor Investment Management#844 · 4 sh | 4 | $1.3K | <0.01% | New |
| 845 | AMERIFLEX GROUP#845 · 4 sh | 4 | $1.3K | <0.01% | New |
| 846 | DecisionPoint Financial#846 · 3 sh | 3 | $1.1K | <0.01% | +50.0% |
| 847 | North Star Investment Management#847 · 3 sh | 3 | $1.0K | <0.01% | +50.0% |
| 848 | FINANCIAL CONSULATE#848 · 3 sh | 3 | $1.0K | — | New |
| 849 | Trust Co#849 · 3 sh | 3 | $1.0K | — | 0.0% |
| 850 | Lloyd Advisory Services#850 · 3 sh | 3 | $1.0K | <0.01% | -83.3% |
| 851 | TFC Financial Management#851 · 3 sh | 3 | $1.0K | — | 0.0% |
| 852 | PayPay Securities#852 · 3 sh | 3 | $1.0K | — | 0.0% |
| 853 | Caitlin John#853 · 3 sh | 3 | $1.0K | <0.01% | -25.0% |
| 854 | Retirement Wealth Solutions#854 · 3 sh | 3 | $1.0K | — | +50.0% |
| 855 | Planning Strategies#855 · 3 sh | 3 | $1.0K | — | — |
| 856 | ATLAS CAPITAL ADVISORS#856 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 857 | AdvisorNet Financial#857 · 2 sh | 2 | $672.00 | — | 0.0% |
| 858 | Horizon Investments#858 · 2 sh | 2 | $672.00 | 0.00% | 0.0% |
| 859 | Davis Capital Management#859 · 2 sh | 2 | $672.00 | — | +100.0% |
| 860 | Addison Advisors#860 · 2 sh | 2 | $672.00 | <0.01% | +100.0% |
| 861 | Copia Wealth Management#861 · 2 sh | 2 | $672.00 | <0.01% | 0.0% |
| 862 | Plante Moran Financial Advisors#862 · 1 sh | 1 | $336.00 | 0.00% | New |
| 863 | Quaker Wealth Management#863 · 1 sh | 1 | $336.00 | — | 0.0% |
| 864 | Atlantic Private Wealth#864 · 1 sh | 1 | $336.00 | <0.01% | 0.0% |
| 865 | Signature Resources Capital Management#865 · 1 sh | 1 | $336.00 | — | New |
| 866 | Seneschal Advisors#866 · 1 sh | 1 | $336.00 | <0.01% | 0.0% |
| 867 | Whipplewood Advisors#867 · 1 sh | 1 | $336.00 | — | -96.9% |
| 868 | Kilter Group#868 · 1 sh | 1 | $336.00 | <0.01% | 0.0% |
| 869 | CULLEN/FROST BANKERS#869 · 1 sh | 1 | $336.00 | 0.00% | 0.0% |
| 870 | Robinswood Financial#870 · 1 sh | 1 | $335.00 | — | 0.0% |
| 871 | Y.D. More Investments Ltd#871 · 168 sh | 168 | $189.00 | 0.00% | New |
| 872 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#872 · 0 sh | 0 | $151.00 | 0.00% | -100.0% |
| 873 | Measured Wealth Private Client Group#873 · 0 sh | 0 | $94.00 | 0.00% | New |
| 874 | Navigoe#874 · 1 sh | 1 | $0.00 | 0.00% | New |
| 875 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#875 · 117,679 sh | 117,679 | — | — | -1.5% |
| 876 | Elequin Securities#876 · 117 sh | 117 | — | — | 0.0% |
| 877 | Quantum Portfolio Management#877 · 1,173 sh | 1,173 | — | — | +13.7% |
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.