Funds · CLM

Who owns CLM?

Institutional ownership of Cornerstone Strategic Investment Fund Inc. from Form 13F, Q2 2026

145 institutional managers reported holding Cornerstone Strategic Investment Fund Inc. (CLM) in Form 13F filings for Q2 2026, with 46,045,263 shares worth $348M. The largest reported holder was Alpine Global Management, LLC. Managers that filed both quarters added a net 3,487,114 shares (+8.2%). 23 opened new positions and 15 sold out.

Funds holding
145
Value held
$348M
New / sold out
23 / 15
Net shares, same filers
+8.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of CLM

FundValueShare of 13F holdingsSharesMove
Alpine Global Management, LLC$51.7M14.8%6,833,682Added
Boothbay Fund Management, LLC$50.9M14.6%6,736,737Trimmed
PFG Investments, LLC$34.0M9.8%4,492,919Added
Quarry LP$26.3M7.5%3,476,236Trimmed
Sculptor Capital LP$25.1M7.2%3,325,694Added
Osaic Holdings, Inc.$22.8M6.6%3,016,078Trimmed
LPL Financial LLC$19.6M5.6%2,586,106Added
Cambridge Investment Research Advisors, Inc.$16.5M4.7%2,186,598Added
Warberg Asset Management LLC$13.9M4.0%1,836,581Added
Cetera Investment Advisers$11.8M3.4%1,558,231Added
Cable Car Capital, LP$9.6M2.8%1,274,106Added
Almitas Capital LLC$5.0M1.4%661,789Added
Cohen & Steers, Inc.$4.8M1.4%629,931Unchanged
Morgan Stanley$4.2M1.2%560,243Trimmed
WJ Financial Advisors LLC$3.8M1.1%503,994Added
Perennial Investment Advisors, LLC$3.7M1.1%484,530Added
Raymond James Financial Inc$2.9M0.8%388,773Added
Stratos Wealth Partners, LTD.$2.5M0.7%333,993Trimmed
Commonwealth Equity Services, LLC$2.4M0.7%319,209Added
Yakira Capital Management, Inc.$2.4M0.7%311,396Added
Creative Planning$2.1M0.6%277,113Added
Kovack Advisors, Inc.$1.8M0.5%233,414Added
J.w. Cole Advisors, Inc.$1.6M0.5%211,424New
Baird Financial Group, Inc.$1.3M0.4%178,155Added
Winebrenner Capital Management LLC$1.2M0.3%158,000Added

Share of 13F holdings is each fund's shares as a share of the 46,045,263 CLM shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $33.6M and sold $7.1M; 55 added and 30 trimmed.

Questions about CLM ownership

Who owns CLM stock?
145 institutional investment managers reported CLM positions in their Form 13F filings for Q2 2026, holding 46,045,263 shares worth $348M in total. Alpine Global Management, LLC reported the largest position.
Are funds buying or selling CLM?
In Q2 2026, 23 managers opened new CLM positions, 55 added, 30 trimmed and 15 sold out. Managers that filed in both quarters added a net 3,487,114 shares.
How current is this CLM institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CLM by CUSIP. Options are left out. CLM news and filings · CLM insider trades · Top funds