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 802 institutions that hold shares in the stock, with a total of 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
11
shares
|
$2,388
0.0% of portfolio
|
Q1 2024
Reduced 57.69%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q4 2023
Reduced 99.98%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$2,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
10
shares
|
$2,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
9
shares
|
$1,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
9
shares
|
$1,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8
shares
|
$1,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7
shares
|
$1,519
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
7
shares
|
$1,519
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
6
shares
|
$1,302
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6
shares
|
$1,302
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6
shares
|
$1,302
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
5
shares
|
$1,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,085
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5
shares
|
$1,085
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
4
shares
|
$868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
4
shares
|
$868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
4
shares
|
$868
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
3
shares
|
$651
0.0% of portfolio
|
Q1 2025
New holding
|