MONGODB INC (MDB) Institutional Ownership Changes & 13F Activity
MONGODB INC (MDB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Ensign Peak Advisors, Inc, Hsbc Holdings Plc, Employees Provident Fund Board, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +343 | +3.9% | 9,138 | $3.84M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +15 | — | 15 | $6.29K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -2,821 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -135,083 | -25.0% | 405,649 | $170.25M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -1,522 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Verus Capital Partners, Llc | Buy | +603 | — | 603 | $253.07K | Q4 2025 | Jul 09, 2026 |
| Storebrand Asset Management As | Buy | +11,180 | +134.7% | 19,481 | $8.18M | Q4 2025 | May 20, 2026 |
| Alamar Capital Management, Llc | Buy | +10,808 | — | 10,808 | $4.54M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Sell | -25 | -0.8% | 3,101 | $1.30M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +129 | — | 129 | $54.14K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +2 | — | 2 | $839.00 | Q4 2025 | May 11, 2026 |
| Alessandra Capital Management, Llc | Buy | +8,914 | — | 8,914 | $3.74M | Q4 2025 | Apr 30, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +543 | — | 543 | $227.89K | Q4 2025 | Apr 29, 2026 |
| Stance Capital Llc | Buy | +3,320 | — | 3,320 | $1.39M | Q4 2025 | Mar 17, 2026 |
| Osbon Capital Management Llc | Buy | +50 | — | 50 | $20.98K | Q4 2025 | Mar 16, 2026 |
| Hsbc Holdings Plc | Buy | +34,570 | — | 34,570 | $14.51M | Q4 2025 | Mar 06, 2026 |
| Worthington Financial Partners, Llc | Buy | +1,825 | — | 1,825 | $765.93K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +15 | — | 15 | $6.50K | Q4 2025 | Mar 04, 2026 |
| Employees Provident Fund Board | Sell | -28,151 | -5.5% | 484,559 | $203.36M | Q4 2025 | Mar 03, 2026 |
| Bank Of Hawaii | Buy | +4,012 | — | 4,012 | $1.68M | Q4 2025 | Mar 03, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +22 | — | 22 | $9.23K | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +16 | — | 16 | $6.71K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +30 | — | 30 | $12.59K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +9,399 | — | 9,399 | $3.94M | Q4 2025 | Feb 23, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,841 | — | 1,841 | $683.62K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +12 | — | 12 | $5.04K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +18,288 | — | 18,288 | $3.11M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +972 | — | 972 | $407.94K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +200 | — | 200 | $83.94K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +298,404 | — | 298,404 | $125.49M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about MDB activity
Which institutional owners are buying MDB?
Institutional owners buying MDB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MDB activity?
"Buy" means an investor increased their reported position in MDB compared to the prior reporting period. This reflects growing exposure to MONGODB INC (MDB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MDB increasing?
Institutional interest in MDB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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