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MongoDB (MDB) Institutional Ownership

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$292.48 -6.99 (-2.33%)
As of 10:48 AM 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)
701
Total
Institutional Inflows
(last 12 months)
$9.15B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$5.90B
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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
5/8/2026 PNC Financial Services Group Inc.3,492$855K0.0%+15.1%0.004%
5/8/2026 Andra AP fonden49,520$12.12M0.2%+84.2%0.062%
5/8/2026 Cassaday & Co Wealth Management LLC140$34K0.0%N/A0.000%
5/7/2026 Earned Wealth Advisors LLC1,452$355K0.0%+15.0%0.002%
5/7/2026 Meeder Asset Management Inc.437$107K0.0%+593.7%0.001%
5/7/2026 Dimensional Fund Advisors LP373,992$91.51M0.0%+3.2%0.465%
5/7/2026 KBC Group NV168,018$41.13M0.1%+75.3%0.209%
5/7/2026 Next Capital Management LLC4,385$1.07M0.3%+4.1%0.005%
5/7/2026 SEB Asset Management AB15,803$3.87M0.0%N/A0.020%
5/7/2026 Swiss 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%
5/7/2026 Ascent Wealth Partners LLC863$211K0.0%+17.4%0.001%
5/6/2026 Jennison Associates LLC35,642$8.72M0.0%N/A0.044%
5/6/2026 California Public Employees Retirement System131,197$32.11M0.0%-2.7%0.163%
5/6/2026 Kera Capital Partners Inc.2,178$533K0.1%+18.3%0.003%
5/6/2026 Assetmark Inc.5,801$1.42M0.0%-12.4%0.007%
5/6/2026 SteelPeak Wealth LLC2,667$653K0.0%N/A0.003%
5/6/2026 Allspring 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%
5/6/2026 Prosperity 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%
5/5/2026 Wealthfront 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%
5/5/2026 Bank 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%
5/5/2026 MASTERINVEST Kapitalanlage GmbH4,483$1.10M0.1%-34.2%0.006%
5/5/2026 NFSG Corp621$152K0.0%-47.6%0.001%
5/5/2026 Mandatum Life Insurance Co Ltd5,100$1.25M0.3%N/A0.006%
5/5/2026 Sanctuary Advisors LLC4,856$1.19M0.0%+6.2%0.006%
5/4/2026 Calamos Advisors LLC30,463$7.46M0.0%-38.9%0.038%
5/4/2026 Emerald 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%
5/4/2026 WJ Financial Advisors LLC7,420$1.82M1.5%+110.4%0.009%
5/4/2026 Principal Financial Group Inc.2,279$558K0.0%-77.0%0.003%
5/4/2026 Chicago Partners Investment Group LLC3,185$859K0.0%+38.4%0.004%
5/4/2026 J. Safra Sarasin Holding AG1,497$366K0.0%-39.4%0.002%
5/4/2026 Teachers Retirement System of The State of Kentucky41,412$10.14M0.1%-20.4%0.052%
5/2/2026 Diversify Wealth Management LLC783$202K0.0%N/A0.001%
5/1/2026 180 Wealth Advisors LLC1,049$257K0.0%+47.3%0.001%
5/1/2026 Citizens Financial Group Inc. RI938$230K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp9,893$2.42M0.0%+1,732.0%0.012%
5/1/2026 Candriam S.C.A.213,067$52.15M0.3%+34.7%0.265%
5/1/2026 Independence Bank of Kentucky6,512$1.59M0.2%+110.6%0.008%
4/30/2026 Hsbc Holdings PLC41,036$10.04M0.0%+18.7%0.051%
4/30/2026 Cherry Creek Investment Advisors Inc.10,255$2.51M1.1%-10.6%0.013%
4/30/2026 Kestra Advisory Services LLC1,214$297K0.0%-23.3%0.002%
4/30/2026 Azzad Asset Management Inc. ADV13,307$3.26M0.3%+891.6%0.017%
4/30/2026 Sumitomo Mitsui Trust Group Inc.165,223$40.44M0.0%-14.2%0.206%
4/30/2026 Resona Asset Management Co. Ltd.23,660$5.76M0.0%+0.9%0.029%
4/30/2026 Seelaus Asset Management LLC1,432$351K0.3%N/A0.002%
4/30/2026 Taylor Frigon Capital Management LLC9,029$2.21M1.3%-0.5%0.011%
4/29/2026 Jackson Thornton Wealth Management LLC1,144$258K0.0%+13.0%0.001%
4/29/2026 Swedbank AB580,686$142.14M0.1%-20.4%0.723%
4/29/2026 Shelton Wealth Management LLC2,240$548K0.2%N/A0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.18,054$4.60M0.1%+8,927.0%0.022%
4/28/2026 Whittier Trust Co.35,975$9.17M0.1%+3,586.0%0.045%
4/28/2026 Columbia Bank1,311$321K0.1%+33.2%0.002%
4/28/2026 Ascentis Independent Advisors271$66K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR1,329$325K0.0%+23.1%0.002%
4/28/2026 Stephens Investment Management Group LLC141,027$34.52M0.5%+187.9%0.175%
4/28/2026 V Square Quantitative Management LLC407$100K0.0%-17.9%0.001%
4/28/2026 QRG Capital Management Inc.1,216$298K0.0%-15.5%0.002%
4/27/2026 HB Wealth Management LLC1,985$486K0.0%+77.2%0.002%
4/27/2026 Moran Wealth Management LLC893$219K0.0%-7.3%0.001%
4/27/2026 World Investment Advisors1,060$259K0.0%+10.5%0.001%
4/27/2026 Capelight Capital Asset Management LP5,000$1.22M0.9%N/A0.006%
4/27/2026 Private Advisor Group LLC3,684$902K0.0%-65.9%0.005%
4/27/2026 Y Intercept Hong Kong Ltd67,333$16.48M0.3%+1,134.1%0.084%
4/27/2026 Leonteq Securities AG3,431$840K0.0%+83.5%0.004%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund25,847$6.33M0.0%+44.2%0.032%
4/27/2026 Elevation Point Wealth Partners LLC2,809$688K0.0%N/A0.003%
4/25/2026 Strs Ohio1,886$462K0.0%-88.7%0.002%
4/24/2026 USS Investment Management Ltd15,918$3.89M0.0%+6.0%0.020%
4/24/2026 IFM Investors Pty Ltd16,871$4.13M0.0%+4.1%0.021%
4/23/2026 GraniteShares Advisors LLC1,749$428K0.3%-14.2%0.002%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 1,037$254K0.0%-22.1%0.001%
4/22/2026 Janney Montgomery Scott LLC2,560$627K0.0%+168.1%0.003%
4/22/2026 Pictet Asset Management Holding SA390,253$95.52M0.1%+33.1%0.486%
4/22/2026 Union Bancaire Privee UBP SA24,456$5.99M0.1%-44.4%0.030%
4/22/2026 Sterling Capital Management LLC5,328$1.30M0.0%-46.8%0.007%
4/21/2026 Xcel Wealth Management LLC2,945$721K0.2%-35.2%0.004%
4/21/2026 Generali Investments Towarzystwo Funduszy Inwestycyjnych7,400$1.81M0.9%+8.8%0.009%
4/21/2026 Aaron Wealth Advisors LLC1,962$480K0.0%+21.8%0.002%
4/20/2026 Ritholtz Wealth Management1,162$284K0.0%N/A0.001%
4/20/2026 Blue Trust Inc.1,922$470K0.0%+5.5%0.002%
4/20/2026 TrueMark Investments LLC6,172$1.51M0.3%+1.4%0.008%
4/20/2026 OP Asset Management Ltd8,658$2.12M0.0%N/A0.011%
4/20/2026 Banque Cantonale Vaudoise5,505$1.35M0.1%-19.1%0.007%
4/20/2026 Assenagon Asset Management S.A.106,807$26.14M0.0%+24.5%0.133%
4/17/2026 Krilogy Financial LLC2,816$707K0.0%+15.5%0.004%
4/17/2026 Values First Advisors Inc.1,097$268K0.1%+62.5%0.001%
4/16/2026 SG Americas Securities LLC133,416$32.66M0.0%+984.2%0.166%
4/16/2026 Evolve Private Wealth LLC1,852$453K0.0%+31.6%0.002%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S4,394$1.08M0.0%-16.2%0.005%
4/16/2026 Diversified Trust Co5,248$1.29M0.0%-8.8%0.007%
4/15/2026 Peregrine Investment Management Inc.10,400$2.55M2.0%-60.2%0.013%
3/20/2026 Hsbc Holdings PLC34,570$14.52M0.0%-5.0%0.042%
3/17/2026Stance Capital LLC3,320$1.39M0.5%N/A0.004%
3/17/2026Rockefeller Capital Management L.P.13,638$5.72M0.0%+198.2%0.017%
3/12/2026Nalls Sherbakoff Group LLC400$168K0.1%N/A0.000%


MDB Institutional Ownership - Frequently Asked Questions

During the previous two years, 968 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 884 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 ($1.25M), and AQR Capital Management LLC ($1.09M).

Institutional investors have bought a total of 30,697,119 shares in the last 24 months. This purchase volume represents approximately $9.15B in transactions.

Of the 348 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 ($625.20K), and Assenagon Asset Management S.A. ($604.37K).

Institutional investors have sold a total of 18,303,961 shares in the last 24 months. This volume of shares sold represents approximately $5.90B in transactions.



This page (NASDAQ:MDB) was last updated on 5/11/2026 by MarketBeat.com Staff.
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