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MongoDB (MDB) Institutional Ownership

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$333.92 +8.05 (+2.47%)
As of 12:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for MongoDB (NASDAQ:MDB)

Current
Institutional Ownership
Percentage
89.29%
Number of
Institutional Buyers
(last 12 months)
661
Total
Institutional Inflows
(last 12 months)
$8.49B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$5.82B
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MDB Institutional Buying and Selling by Quarter

MongoDB Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Handelsbanken Fonder AB128,301$43.10M0.1%+0.2%0.160%
7/9/2026 Legacy Wealth Asset Management LLC1,204$404K0.1%+30.0%0.001%
7/9/2026 Herbst Group LLC600$202K0.1%N/A0.001%
7/9/2026 Everhart Financial Group Inc.1,134$381K0.0%N/A0.001%
7/8/2026 Gradient Investments LLC6,769$2.27M0.0%-16.4%0.008%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab20,810$6.99M0.1%+48.7%0.026%
7/8/2026 Assenagon Asset Management S.A.128,080$43.02M0.1%+19.9%0.159%
7/8/2026 Red Spruce Capital LLC11,625$3.91M1.4%-1.2%0.014%
7/7/2026 David J Yvars Group678$228K0.1%N/A0.001%
7/7/2026 GAMMA Investing LLC414$139K0.0%+69.7%0.001%
7/7/2026 Moody National Bank Trust Division1,123$377K0.0%+3.1%0.001%
7/7/2026 CoreCap Advisors LLC197$66K0.0%+1,415.4%0.000%
7/6/2026 Stableford Capital II LLC2,162$726K0.3%N/A0.003%
7/2/2026 Versant Capital Management Inc1,575$529K0.0%+15.8%0.002%
7/2/2026 CX Institutional103$35K0.0%+94.3%0.000%
6/24/2026Basecamp Wealth Advisors LLC287$70K0.0%+14.3%0.000%
6/18/2026Pacer Advisors Inc.10,214$2.50M0.0%+25.8%0.013%
6/8/2026 Pine Valley Investments Ltd Liability Co2,058$504K0.0%+2.5%0.003%
6/3/2026NewEdge Advisors LLC3,887$951K0.0%-27.6%0.005%
6/1/2026Caerus Investment Advisors LLC819$200K0.1%+19.4%0.001%
5/22/2026Groupama Asset Managment15,147$3.71M0.1%+2.2%0.019%
5/21/2026Essential Partners LLC1,901$465K0.2%-10.0%0.002%
5/19/2026Bank of America Corp DE555,305$135.92M0.0%+0.3%0.691%
5/19/2026Janus Henderson Group PLC9,804$2.40M0.0%-2.0%0.012%
5/19/2026Centaurus Financial Inc.2,319$568K0.0%+9.5%0.003%
5/19/2026Bull Harbor Capital LLC2,753$674K0.2%N/A0.003%
5/19/2026 Ashton Thomas Securities LLC1,761$431K0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors4,116$1.01M0.0%+92.9%0.005%
5/18/2026Spyglass Capital Management LLC253,174$61.97M4.4%-4.6%0.315%
5/18/2026Amundi376,447$92.14M0.0%+17.8%0.468%
5/18/2026 EverSource Wealth Advisors LLC1,570$384K0.0%+15.6%0.002%
5/18/2026California State Teachers Retirement System119,470$29.24M0.0%-1.8%0.149%
5/18/2026Royal Bank of Canada261,902$64.11M0.0%-6.8%0.326%
5/18/2026Empowered Funds LLC10,082$2.47M0.0%-48.8%0.013%
5/16/2026The Manufacturers Life Insurance Company 4,598$1.13M0.0%-12.8%0.006%
5/16/2026Quantinno Capital Management LP167,745$41.06M0.1%+68.5%0.209%
5/16/2026Daventry Group LP82,105$20.10M22.9%+21.3%0.102%
5/16/2026SummitTX Capital L.P.3,704$907K0.0%+60.9%0.005%
5/15/2026Styrax Capital LP55,000$13.46M0.9%-45.7%0.068%
5/15/2026Delta Global Management LP56,632$13.86M1.1%-13.8%0.070%
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5/15/2026OMERS ADMINISTRATION Corp32,831$8.04M0.1%+13.8%0.041%
5/15/2026Lead Edge Capital Management LLC170,425$41.72M10.2%+33.1%0.212%
5/15/2026Bradley Foster & Sargent Inc. CT5,329$1.30M0.0%N/A0.007%
5/15/2026Lombard Odier Asset Management Switzerland SA2,225$545K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC2,378$582K0.0%+76.5%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund76,500$18.73M0.0%N/A0.095%
5/14/2026Dai ichi Life Insurance Company Ltd5,741$1.41M0.0%-22.3%0.007%
5/14/2026Renaissance Technologies LLC140,780$34.46M0.1%N/A0.175%
5/14/2026SC US Ttgp LTD.2,706$662K0.0%N/A0.003%
5/14/2026 GC Wealth Management RIA LLC1,890$463K0.0%+4.6%0.002%
5/14/2026Public Employees Retirement System of Ohio38,113$9.33M0.0%-1.0%0.047%
5/14/2026Arrowstreet Capital Limited Partnership672,221$164.54M0.1%-49.7%0.836%
5/14/2026Caxton Associates LLP1,834$449K0.0%-64.5%0.002%
5/14/2026Inceptionr LLC1,290$316K0.1%N/A0.002%
5/14/2026Bank of Nova Scotia7,796$1.91M0.0%+36.0%0.010%
5/14/2026Sei Investments Co.367,663$89.98M0.1%+125.3%0.457%
5/14/2026Alamar Capital Management LLC7,933$1.94M1.2%N/A0.010%
5/14/2026Lido Advisors LLC1,046$256K0.0%-4.2%0.001%
5/13/2026Cetera Investment Advisers24,313$5.95M0.0%+25.4%0.030%
5/13/2026NewEdge Wealth LLC7,117$1.74M0.0%+924.0%0.009%
5/13/2026CI Investments Inc.213,604$52.28M0.3%+81.2%0.266%
5/13/2026First Trust Advisors LP369,448$90.43M0.1%-17.3%0.460%
5/12/2026Westpac Banking Corp1,555$381K0.0%+28.6%0.002%
5/12/2026Danica Pension Livsforsikringsaktieselskab172,280$42.17M0.8%-32.5%0.214%
5/12/2026 ABN Amro Investment Solutions20,295$4.97M0.1%-2.7%0.025%
5/8/2026PNC Financial Services Group Inc.3,492$855K0.0%+15.1%0.004%
5/8/2026Andra AP fonden49,520$12.12M0.2%+84.2%0.062%
5/8/2026Cassaday & Co Wealth Management LLC140$34K0.0%N/A0.000%
5/7/2026Earned Wealth Advisors LLC1,452$355K0.0%+15.0%0.002%
5/7/2026Meeder Asset Management Inc.437$107K0.0%+593.7%0.001%
5/7/2026Dimensional Fund Advisors LP373,992$91.51M0.0%+3.2%0.465%
5/7/2026KBC Group NV168,018$41.13M0.1%+75.3%0.209%
5/7/2026Next Capital Management LLC4,385$1.07M0.3%+4.1%0.005%
5/7/2026SEB Asset Management AB15,803$3.87M0.0%N/A0.020%
5/7/2026Swiss National Bank238,840$58.46M0.0%+7.2%0.297%
5/7/2026 Mediolanum International Funds Ltd26,342$6.20M0.1%+245.9%0.033%
5/7/2026Ascent Wealth Partners LLC863$211K0.0%+17.4%0.001%
5/6/2026Jennison Associates LLC35,642$8.72M0.0%N/A0.044%
5/6/2026California Public Employees Retirement System131,197$32.11M0.0%-2.7%0.163%
5/6/2026Kera Capital Partners Inc.2,178$533K0.1%+18.3%0.003%
5/6/2026Assetmark Inc.5,801$1.42M0.0%-12.4%0.007%
5/6/2026 SteelPeak Wealth LLC2,667$653K0.0%N/A0.003%
5/6/2026Allspring Global Investments Holdings LLC240,646$60.01M0.1%+169.2%0.299%
5/6/2026 Independent Financial Group LLC2,275$557K0.0%N/A0.003%
5/6/2026Prosperity Consulting Group LLC1,235$302K0.0%N/A0.002%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super3,252$796K0.0%N/A0.004%
5/5/2026Wealthfront Advisers LLC7,914$1.94M0.0%+59.8%0.010%
5/5/2026 D.A. Davidson & CO.1,928$472K0.0%+42.1%0.002%
5/5/2026Bank of New York Mellon Corp421,528$103.18M0.0%-11.4%0.524%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.549,970$134.62M0.9%+55.0%0.684%
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5/5/2026MASTERINVEST Kapitalanlage GmbH4,483$1.10M0.1%-34.2%0.006%
5/5/2026NFSG Corp621$152K0.0%-47.6%0.001%
5/5/2026Mandatum Life Insurance Co Ltd5,100$1.25M0.3%N/A0.006%
5/5/2026Sanctuary Advisors LLC4,856$1.19M0.0%+6.2%0.006%
5/4/2026Calamos Advisors LLC30,463$7.46M0.0%-38.9%0.038%
5/4/2026Emerald Mutual Fund Advisers Trust1,463$358K0.0%+26.2%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management974$238K0.0%+67.9%0.001%
5/4/2026WJ Financial Advisors LLC7,420$1.82M1.5%+110.4%0.009%
5/4/2026Principal Financial Group Inc.2,279$558K0.0%-77.0%0.003%
5/4/2026Chicago Partners Investment Group LLC3,185$859K0.0%+38.4%0.004%


MDB Institutional Ownership - Frequently Asked Questions

During the previous two years, 962 institutional investors and hedge funds held shares of MongoDB. The most heavily invested institutionals were Vanguard Group Inc. ($3.63B), FMR LLC ($810.24M), Price T Rowe Associates Inc. MD ($782.64M), State Street Corp ($754.12M), Geode Capital Management LLC ($604.43M), ValueAct Holdings L.P. ($590.42M), and Morgan Stanley ($579.75M).Learn more on MongoDB's institutional investors.

89.29% of MongoDB's stock is owned by institutional investors. Learn more on MDB's institutional investor holdings.

Of the 879 institutional investors that purchased MongoDB's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.97M), Jericho Capital Asset Management L.P. ($1.77M), Vanguard Group Inc. ($1.68M), ValueAct Holdings L.P. ($1.43M), Arrowstreet Capital Limited Partnership ($1.37M), Amundi ($1.31M), and AQR Capital Management LLC ($1.09M).

Institutional investors have bought a total of 26,769,738 shares in the last 24 months. This purchase volume represents approximately $8.49B in transactions.

Of the 319 institutional investors that sold MongoDB's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.34M), Amundi ($1.31M), Franklin Resources Inc. ($878.18K), FIL Ltd ($712.22K), ValueAct Holdings L.P. ($711.40K), First Trust Advisors LP ($702.74K), and Arrowstreet Capital Limited Partnership ($664.18K).

Institutional investors have sold a total of 17,566,753 shares in the last 24 months. This volume of shares sold represents approximately $5.82B in transactions.



This page (NASDAQ:MDB) was last updated on 7/31/2026 by MarketBeat.com Staff.
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