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Disclosery

MDB MONGODB INC

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Stock (common), issuer CIK 1441816

697 managers (714 13F filers) reported a position in MDB shares at 2024-12-31, 65,698,616 shares in all. 99 filers opened a position and 82 filers sold out during the quarter.

Managers
697
13F filers
714
New
99
Added
283
Reduced
210
Sold out
82
Shares held by filers
65,698,616

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MERRIMAN DWIGHT Adirector2026-10-09-1,000 S$377Form 4
MERRIMAN DWIGHT Adirector2026-10-08-3,000 S$359.9Form 4
MERRIMAN DWIGHT Adirector2026-10-08-392 S$361.02Form 4
MERRIMAN DWIGHT Adirector2026-10-08-9,608 S$359.93Form 4
BERRY MICHAEL Jofficer (Chief Financial Officer)2026-10-07+3,292 J$0Form 4
BERRY MICHAEL Jofficer (Chief Financial Officer)2026-10-07-3,292 J$0Form 4
Hazard Charles M Jrdirector2026-10-06-595 S$363.85Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Continuum Advisory, LLC80$18.6K<0.01%-5713F-HRTimeline
Larson Financial Group LLC76$17.7K<0.01%+6713F-HRTimeline
MassMutual Private Wealth & Trust, FSB75$17.5K<0.01%+2113F-HRTimeline
Capital Advisors, Ltd. LLC74$17K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC72$16.8K0.01%-12813F-HRTimeline
MONTAG A & ASSOCIATES INC70$16.3K<0.01%013F-HRTimeline
Riverview Trust Co70$16.3K0.01%013F-HRTimeline
Hexagon Capital Partners LLC70$16.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.69$16.1K<0.01%+3213F-HRTimeline
WPG Advisers, LLC69$16.1K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC61$14.2K<0.01%+613F-HRTimeline
Putney Financial Group LLC60$14K0.01%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…60$14K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC58$13.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC58$13.5K0.01%013F-HRTimeline
Front Row Advisors LLC50$11.6K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP50$11.6K0.01%new13F-HRTimeline
SWAN Capital LLC50$11.6K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…49$11K<0.01%-213F-HRTimelineGroup
Legacy Bridge, LLC47$10.9K0.01%+1013F-HRTimeline
Grove Bank & Trust46$10.7K<0.01%+2813F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.42$9.78K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust41$9.55K<0.01%-113F-HRTimeline
Avion Wealth42$9K<0.01%-5713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38$8.85K<0.01%+1013F-HRTimelineGroup
Northwest Capital Management Inc38$8.85K<0.01%013F-HRTimeline
North Star Investment Management Corp.35$8.15K<0.01%new13F-HRTimeline
LRI Investments, LLC33$7.68K<0.01%013F-HRTimeline
Main Street Group, LTD30$6.99K<0.01%013F-HRTimeline
EASTERN BANK30$6.98K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc29$6.75K<0.01%-113F-HRTimeline
Glen Eagle Advisors, LLC29$6.75K<0.01%013F-HRTimeline
Creekmur Asset Management LLC28$6.52K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC23$6.08K<0.01%-213F-HRTimeline
Capital A Wealth Management, LLC26$6.05K0.01%13F-HRTimeline
Darwin Wealth Management, LLC25$5.94K<0.01%-6,13613F-HR/ATimeline
FULLER & THALER ASSET MANAGEMENT, INC.25$5.82K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.24$5.61K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO23$5.36K<0.01%-2813F-HRTimelineGroup
Tradewinds Capital Management, LLC23$5.36K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23$5.35K<0.01%-18613F-HRTimelineGroup
Hemington Wealth Management22$5K<0.01%+1113F-HRTimeline
Private Wealth Management Group, LLC20$4.66K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.16$4.37K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC18$4.19K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17$3.96K<0.01%+1413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.16$3.73K<0.01%-2113F-HRTimeline
Sachetta, LLC16$3.73K<0.01%013F-HRTimeline
Tower View Wealth Management LLC15$3.49K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC15$3.49K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC14$3.26K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…12$3.13K<0.01%+113F-HRTimeline
WR Wealth Planners, LLC13$3.03K<0.01%-2013F-HRTimeline
TRUST CO OF VERMONT12$2.79K<0.01%013F-HRTimeline
Addison Advisors LLC12$2.79K<0.01%013F-HRTimeline
Westside Investment Management, Inc.12$2.79K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC10$2.78K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$2.78K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC11$2.56K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA11$2.56K<0.01%-2713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC11$2.56K<0.01%013F-HRTimeline
PayPay Securities Corp11$2.56K0.11%new13F-HRTimeline
AMERIFLEX GROUP, INC.9$2.46K<0.01%13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$2.33K<0.01%013F-HRTimeline
Ridgewood Investments LLC10$2.33K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC10$2.33K<0.01%013F-HRTimeline
Rise Advisors, LLC10$2.33K<0.01%-2013F-HRTimeline
Raleigh Capital Management Inc.10$2.33K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9$2.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8$2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management8$1.86K<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC7$1.63K<0.01%-113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC6$1.4K<0.01%-1113F-HRTimeline
SIERRA OCEAN, LLC6$1.4K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC5$1.17K<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$1.16K<0.01%-3513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$1.16K<0.01%013F-HRTimeline
CoreCap Advisors, LLC5$1.16K<0.01%-15913F-HRTimeline
Fortitude Family Office, LLC5$1.16K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.6$1K<0.01%+513F-HRTimeline
Smithfield Trust Co5$1K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.4$931<0.01%new13F-HRTimeline
Caitlin John, LLC4$931<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.2$468<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2$466<0.01%-313F-HRTimeline
Key Financial Inc2$466<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$466<0.01%13F-HRTimeline
Copia Wealth Management2$466<0.01%13F-HRTimeline
WINNACLE WEALTH LLC2$273<0.01%13F-HRTimeline
Activest Wealth Management1$233<0.01%-213F-HRTimeline
JDM Financial Group LLC1$233<0.01%013F-HRTimeline
True Wealth Design, LLC1$233<0.01%new13F-HRTimeline
Global Financial Private Client, LLC1$233<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$233<0.01%13F-HRTimeline
TrinityBridge Ltd22$00%013F-HRTimelineValue filed as zero, left out of ratios.
Washington Trust Advisors, Inc.0$00%-1913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • MERRIMAN DWIGHT A sold 14,000 MDB shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-13. 0001628280-26-065755

    Accepted , ingested

  • BERRY MICHAEL J reported transactions in MDB shares with no net change in a Form 4 filed 2026-10-09. 0001628280-26-065534

    Accepted , ingested

  • Hazard Charles M Jr sold 595 MDB shares on 2026-10-06, Form 4 filed 2026-10-08. 0001628280-26-065469

    Accepted , ingested