First Merchants Corp
FRME- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000712534
In the last 90 days, First Merchants Corp insiders filed 0 open-market purchases and 1 sale; 308 institutions reported holding it in 13F filings for Q2 2026, worth $2.04B in total; no superinvestor holds it.
Other share classesFRMEP
13F holders, Q4 2023
Institutional positions in First Merchants Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 229
- +19 vs. Q3 2023
- Shares held
- 43.9M
- +951.9K (+2.2%) vs. Q3 2023
- Total value
- $1.63B
- +$432.6M (+36.2%) vs. Q3 2023
- New holders
- 41
- 74 more added
- Sold out
- 22
- 79 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FRME on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 308 | $2.04B |
| Q1 2026 | 300 | $1.79B |
| Q4 2025 | 282 | $1.65B |
| Q3 2025 | 282 | $1.67B |
| Q2 2025 | 278 | $1.69B |
| Q1 2025 | 273 | $1.80B |
| Q4 2024 | 254 | $1.74B |
| Q3 2024 | 243 | $1.60B |
| Q2 2024 | 231 | $1.42B |
| Q1 2024 | 233 | $1.50B |
| Q4 2023 | 229 | $1.63B |
| Q3 2023 | 213 | $1.20B |
| Q2 2023 | 211 | $1.21B |
| Q1 2023 | 211 | $1.42B |
| Q4 2022 | 230 | $1.78B |
| Q3 2022 | 221 | $1.66B |
| Q2 2022 | 222 | $1.54B |
| Q1 2022 | 210 | $1.76B |
| Q4 2021 | 205 | $1.66B |
| Q3 2021 | 208 | $1.66B |
| Q2 2021 | 197 | $1.69B |
| Q1 2021 | 193 | $1.89B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding First Merchants Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $111 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $301 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $371 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $483 | 0.00% | −2−13.3% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $667 | 0.00% | −22−55.0% | Reduced |
| Massmutual Trust Co FSB | 19 | $705 | 0.00% | +9+90.0% | Added |
| JFS Wealth Advisors, LLC | 21 | $779 | 0.00% | −20−48.8% | Reduced |
| ClariVest Asset Management LLC | 26 | $964 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $1.37K | 0.00% | −19−33.9% | Reduced |
| Huntington National Bank | 40 | $1.48K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 46 | $1.71K | 0.00% | +28+155.6% | Added |
| Cornerstone Planning Group LLC | 52 | $1.92K | 0.00% | +1+2.0% | Added |
| GAMMA Investing LLC | 90 | $3.04K | 0.00% | +90 | New |
| Sound Income Strategies, LLC | 89 | $3.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $3.34K | 0.00% | −6−6.3% | Reduced |
| Bruce G. Allen Investments, LLC | 96 | $3.56K | 0.00% | +96 | New |
| Proequities, Inc. | 102 | $3.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $3.78K | 0.00% | +102 | New |
| HHM Wealth Advisors, LLC | 122 | $4.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $4.75K | 0.00% | +40+45.5% | Added |
| Principal Securities, Inc. | 268 | $9.94K | 0.00% | +268 | New |
| CWM, LLC | 286 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $13.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 375 | $13.9K | 0.00% | −11−2.8% | Reduced |
| Harbour Investments, Inc. | 430 | $15.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 476 | $17.6K | 0.00% | −78−14.1% | Reduced |
| Johnson Financial Group, Inc. | 501 | $18.6K | 0.00% | +501 | New |
| Comerica Bank | 514 | $19.1K | 0.00% | −49−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 539 | $20.0K | 0.00% | −5,586−91.2% | Reduced |
| Creative Financial Designs Inc | 650 | $24.1K | 0.00% | +650 | New |
| Federated Hermes, Inc. | 663 | $24.6K | 0.00% | −89−11.8% | Reduced |
| Cranbrook Wealth Management, LLC | 701 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,021 | $28.0K | 0.00% | −38−3.6% | Reduced |
| EntryPoint Capital, LLC | 792 | $29.4K | 0.03% | +792 | New |
| Public Employees Retirement System of Ohio | 830 | $30.8K | 0.00% | +70+9.2% | Added |
| Voisard Asset Management Group, Inc. | 841 | $31.2K | 0.02% | +841 | New |
| Elequin Capital LP | 872 | $32.3K | 0.01% | −3,991−82.1% | Reduced |
| Indiana Trust & Investment Management CO | 902 | $33.4K | 0.02% | −925−50.6% | Reduced |
| Jones Financial Companies LLLP | 974 | $36.1K | 0.00% | +974 | New |
| Strategic Investment Solutions, Inc. | 1,107 | $41.1K | 0.01% | −67,315−98.4% | Reduced |
| Caldwell Trust Co | 1,300 | $48.2K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,424 | $52.8K | 0.01% | +1,424 | New |
| Parkside Financial Bank & Trust | 1,524 | $56.5K | 0.01% | +330+27.6% | Added |
| Spectrum Wealth Counsel, LLC | 1,579 | $58.5K | 0.01% | +1,579 | New |
| Signaturefd, LLC | 1,671 | $62.0K | 0.00% | −28−1.6% | Reduced |
| Covestor Ltd | 1,804 | $67.0K | 0.05% | −328−15.4% | Reduced |
| Capital Analysts, LLC | 1,800 | $67.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,029 | $75.2K | 0.01% | +2,029 | New |
| LSV Asset Management | 2,172 | $81.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,253 | $83.5K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,442 | $90.5K | 0.01% | −156−6.0% | Reduced |
| Larson Financial Group LLC | 2,926 | $108.5K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,217 | $119.3K | 0.00% | +1,256+64.0% | Added |
| Fifth Third Bancorp | 3,246 | $120.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,409 | $126.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,510 | $130.2K | 0.00% | +704+25.1% | Added |
| Aquatic Capital Management LLC | 4,700 | $174.0K | 0.00% | +1,900+67.9% | Added |
| Amalgamated Bank | 5,125 | $190.0K | 0.00% | −583−10.2% | Reduced |
| Harbour Trust & Investment Management Co | 5,465 | $202.6K | 0.03% | +5,465 | New |
| Pathway Financial Advisers, LLC | 5,485 | $203.4K | 0.08% | +53+1.0% | Added |
| Evergreen Capital Management LLC | 5,488 | $203.5K | 0.01% | +5,488 | New |
| Inceptionr LLC | 5,516 | $204.5K | 0.15% | +5,516 | New |
| Thrivent Financial for Lutherans | 5,533 | $205.0K | 0.00% | −30,674−84.7% | Reduced |
| Graham Capital Management, L.P. | 5,573 | $206.6K | 0.01% | +5,573 | New |
| Ullmann Financial Group, Inc. | 5,602 | $207.7K | 0.03% | +5,602 | New |
| Royce & Associates LP | 5,613 | $208.1K | 0.00% | +5,613 | New |
| Schechter Investment Advisors, LLC | 5,823 | $215.9K | 0.02% | +5,823 | New |
| Ameritas Investment Partners, Inc. | 6,125 | $227.1K | 0.01% | +247+4.2% | Added |
| Cetera Investment Advisers | 6,162 | $228.5K | 0.00% | +6,162 | New |
| Two Sigma Investments, LP | 6,249 | $231.7K | 0.00% | −69,261−91.7% | Reduced |
| Atlas Brown,Inc. | 6,405 | $237.5K | 0.10% | +6,405 | New |
| Goelzer Investment Management, Inc. | 6,765 | $250.8K | 0.02% | −3,200−32.1% | Reduced |
| Transcend Wealth Collective, LLC | 6,849 | $254.0K | 0.02% | +6,849 | New |
| Soltis Investment Advisors LLC | 6,912 | $256.3K | 0.03% | +6,912 | New |
| Oxford Financial Group Ltd | 6,942 | $257.4K | 0.02% | +6,942 | New |
| Pictet Asset Management Holding SA | 7,032 | $260.7K | 0.00% | +7,032 | New |
| Great West Life Assurance Co | 7,083 | $262.0K | 0.00% | −1,630−18.7% | Reduced |
| Landscape Capital Management, L.L.C. | 7,159 | $265.5K | 0.02% | +7,159 | New |
| Norris Perne & French LLP | 7,544 | $279.7K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,770 | $288.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,786 | $288.7K | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 8,258 | $306.2K | 0.03% | −2,000−19.5% | Reduced |
| Sentinel Pension Advisors Inc | 8,958 | $332.2K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 9,034 | $335.0K | 0.00% | −582−6.1% | Reduced |
| Millennium Management LLC | 9,196 | $341.0K | 0.00% | −175,876−95.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,506 | $352.5K | 0.02% | −9,844−50.9% | Reduced |
| Brinker Capital Investments, LLC | 9,789 | $353.2K | 0.00% | −537−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 9,789 | $353.2K | 0.00% | −537−5.2% | Reduced |
| Monarch Capital Management Inc | 9,718 | $360.3K | 0.11% | 00.0% | Unchanged |
| Minerva Advisors LLC | 9,875 | $366.2K | 0.23% | 00.0% | Unchanged |
| Creative Planning | 9,943 | $368.7K | 0.00% | +1,432+16.8% | Added |
| Sapient Capital LLC | 9,952 | $369.0K | 0.01% | +9,952 | New |
| CWM Advisors, LLC | 10,365 | $384.3K | 0.04% | −749−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,437 | $387.0K | 0.00% | +10,437 | New |
| Dark Forest Capital Management LP | 11,042 | $409.4K | 0.06% | +11,042 | New |
| Alps Advisors Inc | 11,073 | $410.6K | 0.00% | −631−5.4% | Reduced |
| Qube Research & Technologies Ltd | 11,237 | $416.7K | 0.00% | −6,764−37.6% | Reduced |