Filing Research | MDB - MONGODB INC Institutional Holdings

Snapshot holdings

50 / 177 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	580.9KSH	$195.1M
2	CONGRESS ASSET MANAGEMENT CO	Shares	511.2KSH	$171.7M
3	Artemis Investment Management LLP	Shares	318.5KSH	$107.0M
4	OFI INVEST ASSET MANAGEMENT	Shares	203.4KSH	$59.8M
5	Robeco Institutional Asset Management B.V.	Shares	142.0KSH	$47.7M
6	Assenagon Asset Management S.A.	Shares	128.1KSH	$43.0M
7	AEGON ASSET MANAGEMENT UK PLC	Shares	87.7KSH	$29.4M
8	Union Bancaire Privee, UBP SA	Shares	54.4KSH	$16.2M
9	UNICOM Systems, Inc.	Shares	45.5KSH	$15.3M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.8KSH	$13.6M
11	EXCHANGE TRADED CONCEPTS, LLC	Shares	39.3KSH	$13.2M
12	Covea Finance	Shares	29.0KSH	$9.7M
13	Fideuram Asset Management (Ireland) dac	Shares	23.9KSH	$7.6M
14	Mediolanum International Funds Ltd	Shares	21.9KSH	$7.4M
15	ABN AMRO INVESTMENT SOLUTIONS	Shares	21.6KSH	$7.3M
16	PensionDanmark Pensionsforsikringsaktieselskab	Shares	20.8KSH	$7.0M
17	BOURGEON CAPITAL MANAGEMENT LLC	Shares	20.4KSH	$6.9M
18	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	20.4KSH	$6.9M
19	IFM Investors Pty Ltd	Shares	18.9KSH	$6.4M
20	Slow Capital, Inc.	Shares	18.2KSH	$6.1M
21	Consolidated Investment Group LLC	Shares	13.7KSH	$4.6M
22	Oak Thistle LLC	Shares	13.1KSH	$4.4M
23	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$4.0M
24	Red Spruce Capital, LLC	Shares	11.6KSH	$3.9M
25	Taylor Frigon Capital Management LLC	Shares	9.0KSH	$3.0M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	8.8KSH	$3.0M
27	Mirae Asset Global Investments Co., Ltd.	Shares	8.8KSH	$2.9M
28	GC Wealth Management RIA, LLC	Shares	8.5KSH	$2.9M
29	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.0KSH	$2.7M
30	Y-Intercept (Hong Kong) Ltd	Shares	7.9KSH	$2.6M
31	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	7.4KSH	$2.5M
32	Envestnet Portfolio Solutions, Inc.	Shares	7.2KSH	$2.4M
33	Independence Bank of Kentucky	Shares	7.0KSH	$2.3M
34	Gradient Investments LLC	Shares	6.8KSH	$2.3M
35	Merit Financial Group, LLC	Shares	6.6KSH	$2.2M
36	Avanza Fonder AB	Shares	5.2KSH	$1.8M
37	Diversified Trust Co	Shares	5.2KSH	$1.7M
38	TrueMark Investments, LLC	Shares	5.0KSH	$1.7M
39	Capstone Capital Management Ltd	Shares	4.8KSH	$1.6M
40	PEAK FINANCIAL ADVISORS LLC	Shares	4.7KSH	$1.6M
41	Prospera Financial Services Inc	Shares	4.2KSH	$1.4M
42	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	3.9KSH	$1.3M
43	Sivia Capital Partners, LLC	Shares	3.9KSH	$1.3M
44	SHELTON WEALTH MANAGEMENT, LLC	Shares	3.8KSH	$1.3M
45	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	3.7KSH	$1.2M
46	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.2KSH	$1.1M
47	IFP Advisors, Inc	Shares	3.0KSH	$999.0K
48	Perpetual Ltd	Shares	2.8KSH	$925.1K
49	E. Ohman J:or Asset Management AB	Shares	2.7KSH	$920.0K
50	Seelaus Asset Management LLC	Shares	2.7KSH	$918.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 198 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+318.5K	+$107.0M	$107.0M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+209.3K	+$97.8M	$171.7M
3	Swedbank AB added	Shares	+170	+$53.0M	$195.1M
4	AEGON ASSET MANAGEMENT UK PLC new	Shares	+87.7K	+$29.4M	$29.4M
5	Assenagon Asset Management S.A. added	Shares	+21.3K	+$16.9M	$43.0M
6	OFI INVEST ASSET MANAGEMENT trimmed	Shares	-1.5K	+$16.2M	$59.8M
7	Union Bancaire Privee, UBP SA added	Shares	+30.0K	+$11.0M	$16.2M
8	Oak Thistle LLC new	Shares	+13.1K	+$4.4M	$4.4M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$4.4M	$13.6M
10	PEREGRINE INVESTMENT MANAGEMENT INC added	Shares	+10.0K	+$4.3M	$6.9M
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.9K	+$4.3M	$13.2M
12	Fideuram Asset Management (Ireland) dac added	Shares	+15.2K	+$4.3M	$7.6M
13	UNICOM Systems, Inc. unchanged	Shares	0	+$4.1M	$15.3M
14	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+6.8K	+$3.6M	$7.0M
15	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+8.0K	+$2.7M	$2.7M
16	Consolidated Investment Group LLC added	Shares	+5.3K	+$2.5M	$4.6M
17	GC Wealth Management RIA, LLC added	Shares	+6.6K	+$2.4M	$2.9M
18	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.3K	+$2.3M	$7.3M
19	Slow Capital, Inc. added	Shares	+2.5K	+$2.3M	$6.1M
20	IFM Investors Pty Ltd added	Shares	+2.0K	+$2.2M	$6.4M
21	Covea Finance trimmed	Shares	-2.0K	+$2.2M	$9.7M
22	Capstone Capital Management Ltd new	Shares	+4.8K	+$1.6M	$1.6M
23	PEAK FINANCIAL ADVISORS LLC new	Shares	+4.7K	+$1.6M	$1.6M
24	Envestnet Portfolio Solutions, Inc. added	Shares	+2.7K	+$1.3M	$2.4M
25	AG2R LA MONDIALE GESTION D'ACTIFS new	Shares	+3.9K	+$1.3M	$1.3M
26	Mediolanum International Funds Ltd trimmed	Shares	-4.4K	+$1.2M	$7.4M
27	Red Spruce Capital, LLC trimmed	Shares	-145	+$1.0M	$3.9M
28	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-296	+$1.0M	$4.0M
29	Taylor Frigon Capital Management LLC trimmed	Shares	-27	+$813.7K	$3.0M
30	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$805.0K	$3.0M
31	Independence Bank of Kentucky added	Shares	+450	+$744.6K	$2.3M
32	STABLEFORD CAPITAL II LLC new	Shares	+2.2K	+$726.2K	$726.2K
33	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+1.5K	+$722.1K	$1.3M
34	Sivia Capital Partners, LLC added	Shares	+1.5K	+$718.6K	$1.3M
35	Generali Investments Towarzystwo Funduszy Inwestycyjnych unchanged	Shares	0	+$674.4K	$2.5M
36	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+1.8K	+$600.3K	$600.3K
37	Prospera Financial Services Inc added	Shares	+814	+$579.7K	$1.4M
38	Seelaus Asset Management LLC added	Shares	+1.3K	+$567.5K	$918.0K
39	Merit Financial Group, LLC trimmed	Shares	-192	+$557.5K	$2.2M
40	Curated Wealth Partners LLC new	Shares	+734	+$504.1K	$504.1K
41	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+755	+$479.2K	$1.1M
42	Avanza Fonder AB unchanged	Shares	0	+$476.6K	$1.8M
43	Diversified Trust Co trimmed	Shares	-87	+$449.0K	$1.7M
44	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+1.3K	+$446.7K	$446.7K
45	Baader Bank Aktiengesellschaft new	Shares	+1.3K	+$435.7K	$435.7K
46	Apollon Wealth Management, LLC new	Shares	+1.3K	+$426.9K	$426.9K
47	Perpetual Ltd added	Shares	+695	+$421.1K	$925.1K
48	Sequoia Financial Advisors, LLC added	Shares	+701	+$409.4K	$876.5K
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+599	+$385.9K	$882.2K
50	Everhart Financial Group, Inc. new	Shares	+1.1K	+$380.9K	$380.9K

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