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Mercantile Bank Corp

MBWM
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001042729

No open-market purchases or sales by Mercantile Bank Corp insiders were filed in the last 90 days; 206 institutions reported holding it in 13F filings for Q2 2026, worth $691.0M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Mercantile Bank Corp as of Jun 30, 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
118
−10 vs. Q1 2023
Shares held
9.05M
−40.3K (−0.4%) vs. Q1 2023
Total value
$250.1M
−$27.9M (−10.0%) vs. Q1 2023
New holders
7
43 more added
Sold out
17
46 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MBWM 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.

Institutional holdersQ2 2023: 118 institutions
Q1 2021: 116 institutionsQ2 2021: 112 institutionsQ3 2021: 116 institutionsQ4 2021: 120 institutionsQ1 2022: 122 institutionsQ2 2022: 129 institutionsQ3 2022: 125 institutionsQ4 2022: 130 institutionsQ1 2023: 128 institutionsQ2 2023: 118 institutionsQ3 2023: 133 institutionsQ4 2023: 141 institutionsQ1 2024: 155 institutionsQ2 2024: 162 institutionsQ3 2024: 161 institutionsQ4 2024: 178 institutionsQ1 2025: 194 institutionsQ2 2025: 196 institutionsQ3 2025: 200 institutionsQ4 2025: 192 institutionsQ1 2026: 201 institutionsQ2 2026: 206 institutions
Value heldQ2 2023: $250.1M
Q1 2021: $288.4MQ2 2021: $259.9MQ3 2021: $268.9MQ4 2021: $296.9MQ1 2022: $307.7MQ2 2022: $283.0MQ3 2022: $261.6MQ4 2022: $300.2MQ1 2023: $278.0MQ2 2023: $250.1MQ3 2023: $283.3MQ4 2023: $381.4MQ1 2024: $372.3MQ2 2024: $399.1MQ3 2024: $435.8MQ4 2024: $457.6MQ1 2025: $452.3MQ2 2025: $484.0MQ3 2025: $477.7MQ4 2025: $514.8MQ1 2026: $590.5MQ2 2026: $691.0M
Institutions holding MBWM and their total value by quarter
QuarterHoldersValue
Q2 2026206$691.0M
Q1 2026201$590.5M
Q4 2025192$514.8M
Q3 2025200$477.7M
Q2 2025196$484.0M
Q1 2025194$452.3M
Q4 2024178$457.6M
Q3 2024161$435.8M
Q2 2024162$399.1M
Q1 2024155$372.3M
Q4 2023141$381.4M
Q3 2023133$283.3M
Q2 2023118$250.1M
Q1 2023128$278.0M
Q4 2022130$300.2M
Q3 2022125$261.6M
Q2 2022129$283.0M
Q1 2022122$307.7M
Q4 2021120$296.9M
Q3 2021116$268.9M
Q2 2021112$259.9M
Q1 2021116$288.4M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Mercantile Bank Corp; share changes are against Q1 2023.

Institutions holding MBWM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC18$4970.00%−384−95.5%Reduced
Proequities, Inc.27$7450.00%−2−6.9%Reduced
Covestor Ltd24$1.00K0.00%+22+1,100.0%Added
GoalVest Advisory LLC106$2.93K0.00%+106New
Aquatic Capital Management LLC100$3.00K0.00%+100New
Private Trust Co NA111$3.07K0.00%−15−11.9%Reduced
IFP Advisors, Inc93$3.42K0.00%00.0%Unchanged
Signaturefd, LLC183$5.05K0.00%00.0%Unchanged
Quadrant Capital Group LLC215$5.94K0.00%−184−46.1%Reduced
Harbour Investments, Inc.250$6.91K0.00%00.0%Unchanged
Center for Financial Planning, Inc.283$7.82K0.00%00.0%Unchanged
Dorsey Wright & Associates708$19.6K0.01%+72+11.3%Added
Umb Bank N A719$19.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.764$21.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)773$21.4K0.00%+238+44.5%Added
Lazard Asset Management LLC905$24.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co879$24.3K0.00%00.0%Unchanged
CWM, LLC940$26.0K0.00%+334+55.1%Added
Great West Life Assurance Co1,016$28.0K0.00%−1,327−56.6%Reduced
Ameritas Investment Partners, Inc.1,185$32.7K0.00%00.0%Unchanged
Amalgamated Bank1,525$42.0K0.00%−60−3.8%Reduced
Oliver Lagore Vanvalin Investment Group2,128$58.8K0.02%−63−2.9%Reduced
Fifth Third Bancorp2,143$59.2K0.00%00.0%Unchanged
Huntington National Bank2,575$71.1K0.00%+2,574+257,400.0%Added
Nisa Investment Advisors, LLC3,075$84.9K0.00%+285+10.2%Added
Public Employees Retirement System of Ohio3,064$85.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,107$85.8K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA4,314$119.2K0.00%−4,324−50.1%Reduced
Federated Hermes, Inc.4,772$131.8K0.00%−161−3.3%Reduced
Advisor Group Holdings, Inc.5,189$143.4K0.00%−517−9.1%Reduced
US Bancorp5,383$148.7K0.00%−849−13.6%Reduced
New York State Common Retirement Fund6,122$169.1K0.00%−3,515−36.5%Reduced
FMR LLC6,395$176.6K0.00%+258+4.2%Added
Citadel Advisors LLC6,632$183.2K0.00%−2,503−27.4%Reduced
Deutsche Bank AG7,226$199.6K0.00%−2,329−24.4%Reduced
Rafferty Asset Management, LLC7,366$203.4K0.00%+7,366New
American International Group, Inc.7,554$208.6K0.00%+123+1.7%Added
The PNC Financial Services Group, Inc.7,783$215.0K0.00%−309−3.8%Reduced
Voya Investment Management LLC7,838$216.5K0.00%+857+12.3%Added
LPL Financial LLC7,907$218.4K0.00%−160−2.0%Reduced
Martingale Asset Management L P8,020$221.5K0.00%−4,790−37.4%Reduced
MetLife Investment Management8,397$231.9K0.00%00.0%Unchanged
HSBC Holdings PLC8,721$241.7K0.00%+834+10.6%Added
Seizert Capital Partners, LLC8,985$248.2K0.01%−622−6.5%Reduced
Citigroup Inc9,148$252.7K0.00%+8,744+2,164.4%Added
Azimuth Capital Investment Management LLC9,189$253.8K0.01%00.0%Unchanged
UBS Asset Management Americas Inc8,502$260.0K0.00%00.0%Unchanged
Creative Planning9,956$275.0K0.00%−693−6.5%Reduced
Alliancebernstein L.P.10,211$282.0K0.00%+1,420+16.2%Added
Legal & General Group Plc10,330$285.3K0.00%+2,762+36.5%Added
UBS Group AG11,362$313.8K0.00%+2,992+35.7%Added
Credit Suisse AG12,420$343.0K0.00%+136+1.1%Added
Buckingham Strategic Partners12,545$346.5K0.02%00.0%Unchanged
First National Bank of Omaha13,012$359.4K0.02%00.0%Unchanged
Teacher Retirement System of Texas13,145$363.0K0.00%−954−6.8%Reduced
New York Life Investment Management LLC13,477$372.2K0.00%−1,992−12.9%Reduced
Allspring Global Investments Holdings, LLC14,481$400.0K0.00%+7,422+105.1%Added
Kennedy Capital Management, Inc.16,206$447.6K0.01%00.0%Unchanged
Barclays PLC17,246$476.3K0.00%+2,327+15.6%Added
Regal Investment Advisors LLC17,252$476.5K0.04%+35+0.2%Added
Hennion & Walsh Asset Management, Inc.17,754$490.0K0.03%+5,597+46.0%Added
California State Teachers Retirement System18,292$505.2K0.00%−674−3.6%Reduced
Shakespeare Wealth Management, Inc.19,768$546.0K0.19%−195−1.0%Reduced
STRS Ohio20,200$557.0K0.00%+1,600+8.6%Added
Round Hill Asset Management20,207$558.1K0.34%00.0%Unchanged
Invesco Ltd.20,742$572.9K0.00%−3,218−13.4%Reduced
Baird Financial Group, Inc.20,952$578.7K0.00%+3,150+17.7%Added
Jacobs Levy Equity Management, Inc21,156$584.3K0.00%+1,177+5.9%Added
Bank of Montreal20,233$614.5K0.00%+20,233New
Strategies Wealth Advisors, LLC22,593$624.0K0.13%+195+0.9%Added
Rhumbline Advisers24,004$663.0K0.00%−816−3.3%Reduced
Los Angeles Capital Management LLC24,075$665.0K0.00%−100−0.4%Reduced
Two Sigma Investments, LP25,557$705.9K0.00%−9,372−26.8%Reduced
Assenagon Asset Management S.A.26,195$723.5K0.00%−39,977−60.4%Reduced
Cornercap Investment Counsel Inc29,902$825.9K0.14%+224+0.8%Added
Nuveen Asset Management, LLC31,290$864.2K0.00%00.0%Unchanged
Victory Capital Management Inc31,342$865.7K0.00%−2,158−6.4%Reduced
Ameriprise Financial Inc32,361$893.8K0.00%−164−0.5%Reduced
Swiss National Bank33,100$914.2K0.00%+600+1.8%Added
Envestnet Asset Management Inc33,586$927.6K0.00%+439+1.3%Added
Wells Fargo & Company34,715$958.8K0.00%−7,046−16.9%Reduced
Millennium Management LLC35,267$974.1K0.00%−101,194−74.2%Reduced
Two Sigma Advisers, LP35,284$974.5K0.00%−3,800−9.7%Reduced
Empowered Funds, LLC36,037$995.3K0.03%+36,037New
EA Series Trust36,037$995.3K0.03%+36,037New
LaFleur & Godfrey LLC37,647$1.04M0.16%−827−2.1%Reduced
Brandywine Global Investment Management, LLC41,918$1.16M0.01%+2,790+7.1%Added
Bank of America Corp42,342$1.17M0.00%−4,638−9.9%Reduced
John W. Rosenthal Capital Management, Inc.45,000$1.24M1.56%−5,000−10.0%Reduced
AQR Capital Management LLC45,481$1.26M0.00%−3,350−6.9%Reduced
Goldman Sachs Group Inc48,693$1.34M0.00%+11,725+31.7%Added
JPMorgan Chase & Co61,098$1.69M0.00%+3,330+5.8%Added
Oberweis Asset Management Inc62,789$1.73M0.21%+2,755+4.6%Added
Hillsdale Investment Management Inc.63,740$1.76M0.16%+5,192+8.9%Added
jvl associates llc64,755$1.79M0.87%+52+0.1%Added
First Trust Advisors LP67,054$1.85M0.00%+16,890+33.7%Added
Acadian Asset Management LLC82,595$2.28M0.01%−17,871−17.8%Reduced
Bridgeway Capital Management, LLC83,337$2.30M0.06%+3,447+4.3%Added
Royal Bank of Canada85,470$2.36M0.00%−717−0.8%Reduced
Mercer Global Advisors Inc86,641$2.39M0.01%00.0%Unchanged