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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5
shares
|
$1,576
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3
shares
|
$946
0.0% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
3
shares
|
$946
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
2
shares
|
$630
0.02% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$630
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2
shares
|
$630
0.0% of portfolio
|
Q2 2025
Reduced 98.37%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$630
0.02% of portfolio
|
Q3 2024
Reduced 99.98%
|