Institutional Ownership Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB). We have compiled data on the 832 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
268
shares
|
$84,521
0.0% of portfolio
|
Q2 2025
Added 79.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
265
shares
|
$83,575
0.0% of portfolio
|
Q2 2025
Reduced 86.38%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
256
shares
|
$80,737
0.03% of portfolio
|
Q1 2024
Reduced 81.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
239
shares
|
$75,375
0.0% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
232
shares
|
$73,168
0.01% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
221
shares
|
$69,698
0.0% of portfolio
|
Q2 2025
Added 79.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
212
shares
|
$66,860
0.0% of portfolio
|
Q2 2025
Added 715.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
207
shares
|
$65,283
0.02% of portfolio
|
Q2 2025
Added 1193.75%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
192
shares
|
$60,552
0.03% of portfolio
|
Q3 2024
Added 1820.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
179
shares
|
$56,453
0.0% of portfolio
|
Q2 2025
Reduced 40.13%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
171
shares
|
$53,929
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
171
shares
|
$53,929
0.0% of portfolio
|
Q2 2025
Added 144.29%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
165
shares
|
$52,037
0.01% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
164
shares
|
$51,722
0.01% of portfolio
|
Q2 2025
Reduced 63.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
155
shares
|
$48,883
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
155
shares
|
$48,883
0.0% of portfolio
|
Q1 2025
Reduced 43.01%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
134
shares
|
$42,260
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
130
shares
|
$40,999
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
129
shares
|
$40,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
124
shares
|
$39,107
0.01% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
117
shares
|
$36,899
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
117
shares
|
$36,899
0.0% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
115
shares
|
$36,268
0.0% of portfolio
|
Q1 2025
Reduced 53.44%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
113
shares
|
$35,637
0.0% of portfolio
|
Q2 2025
Added 606.25%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
108
shares
|
$34,061
0.02% of portfolio
|
Q2 2025
Added 300.0%
|