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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, Q4 2023

Institutional positions in Mercantile Bank 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
141
+9 vs. Q3 2023
Shares held
9.45M
+287.3K (+3.1%) vs. Q3 2023
Total value
$381.4M
+$98.3M (+34.7%) vs. Q3 2023
New holders
21
50 more added
Sold out
12
42 more reduced

1 institution 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 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 holdersQ4 2023: 141 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 heldQ4 2023: $381.4M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Mercantile Bank Corp; share changes are against Q3 2023.

Institutions holding MBWM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP3$1220.00%+3New
GoalVest Advisory LLC13$5250.00%−110−89.4%Reduced
Lindbrook Capital, LLC18$7270.00%−165−90.2%Reduced
Proequities, Inc.31$1.25K0.00%+10+47.6%Added
GAMMA Investing LLC59$2.37K0.00%+59New
Principal Securities, Inc.59$2.38K0.00%+59New
Central Trust Co71$2.87K0.00%+71New
Aquatic Capital Management LLC100$4.00K0.00%00.0%Unchanged
Private Trust Co NA111$4.48K0.00%00.0%Unchanged
West Tower Group, LLC180$7.27K0.01%+106+143.2%Added
Signaturefd, LLC183$7.39K0.00%00.0%Unchanged
IFP Advisors, Inc186$7.51K0.00%+93+100.0%Added
Umb Bank N A277$11.2K0.00%−442−61.5%Reduced
Center for Financial Planning, Inc.283$11.4K0.00%00.0%Unchanged
AJOVista, LLC382$15.4K0.02%+382New
Quadrant Capital Group LLC483$19.5K0.00%00.0%Unchanged
CWM, LLC515$21.0K0.00%+25+5.1%Added
First Horizon Advisors, Inc.764$30.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co879$35.5K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.944$38.1K0.02%+944New
Amalgamated Bank1,368$55.0K0.00%−157−10.3%Reduced
Ameritas Investment Partners, Inc.1,548$62.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,772$71.6K0.00%+904+104.1%Added
Comerica Bank1,997$80.6K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group2,122$85.7K0.03%00.0%Unchanged
Fifth Third Bancorp2,143$86.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,375$95.9K0.00%−700−22.8%Reduced
EntryPoint Capital, LLC2,738$110.6K0.11%+2,738New
Great West Life Assurance Co2,820$114.0K0.00%−80−2.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,107$125.5K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio3,953$159.6K0.00%00.0%Unchanged
Huntington National Bank3,997$161.4K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC4,268$172.3K0.00%+2,911+214.5%Added
BNP Paribas Arbitrage, SA4,317$174.3K0.00%−3,531−45.0%Reduced
Advisor Group Holdings, Inc.4,525$182.8K0.00%−1,210−21.1%Reduced
Federated Hermes, Inc.4,885$197.3K0.00%+113+2.4%Added
Qube Research & Technologies Ltd4,891$197.5K0.00%+2,359+93.2%Added
Truist Financial Corp5,430$219.3K0.00%+5,430New
Corton Capital Inc.5,447$219.9K0.07%+5,447New
DekaBank Deutsche Girozentrale5,407$220.0K0.00%00.0%Unchanged
US Bancorp5,525$223.1K0.00%+91+1.7%Added
Connor, Clark & Lunn Investment Management Ltd.5,672$229.0K0.00%+5,672New
SEI Investments Co5,902$238.3K0.00%+5,902New
Well Done, LLC6,050$244.3K0.05%+6,050New
Martingale Asset Management L P6,100$246.3K0.01%+6,100New
New York State Common Retirement Fund6,137$247.8K0.00%+9+0.1%Added
MML Investors Services, LLC6,218$251.0K0.00%+6,218New
HighTower Advisors, LLC6,198$251.0K0.00%+6,198New
FMR LLC6,342$256.1K0.00%+67+1.1%Added
Manufacturers Life Insurance Company, The6,374$257.4K0.00%+6,374New
The PNC Financial Services Group, Inc.6,438$260.0K0.00%−816−11.2%Reduced
Pitcairn Co6,535$263.9K0.02%−10.0%Reduced
Janus Henderson Group PLC6,818$275.6K0.00%−13−0.2%Reduced
Dynamic Advisor Solutions LLC7,000$277.6K0.01%00.0%Unchanged
Citigroup Inc7,188$290.3K0.00%+4,860+208.8%Added
Deutsche Bank AG7,463$301.4K0.00%+237+3.3%Added
Denali Advisors LLC7,500$302.9K0.09%+1,700+29.3%Added
Franklin Resources Inc7,672$309.8K0.00%−10.0%Reduced
Rafferty Asset Management, LLC7,793$314.7K0.00%+7,793New
HSBC Holdings PLC7,739$314.9K0.00%−1,320−14.6%Reduced
American International Group, Inc.7,801$315.0K0.00%−32−0.4%Reduced
Pathstone Holdings, LLC8,256$333.4K0.00%+8,256New
MetLife Investment Management8,397$339.1K0.00%00.0%Unchanged
Lazard Asset Management LLC8,431$340.0K0.00%+2,119+33.6%Added
Teacher Retirement System of Texas8,784$355.0K0.00%−3,715−29.7%Reduced
LPL Financial LLC9,053$365.6K0.00%+550+6.5%Added
Hennion & Walsh Asset Management, Inc.9,130$368.7K0.02%−7,498−45.1%Reduced
Azimuth Capital Investment Management LLC9,189$371.1K0.02%00.0%Unchanged
Creative Planning9,204$371.7K0.00%−5,991−39.4%Reduced
Trust Point Inc.9,298$375.5K0.03%+9,298New
Susquehanna International Group, LLP9,385$379.0K0.00%+9,385New
Jane Street Group, LLC10,741$433.7K0.00%+10,741New
Alliancebernstein L.P.10,771$434.9K0.00%+1,060+10.9%Added
New York Life Investment Management LLC11,292$456.0K0.00%−351−3.0%Reduced
Voya Investment Management LLC11,484$463.7K0.00%−480−4.0%Reduced
First National Bank of Omaha12,302$496.8K0.03%−477−3.7%Reduced
Buckingham Strategic Partners12,545$506.6K0.02%00.0%Unchanged
Wedge Capital Management L L P12,916$521.5K0.01%+1,578+13.9%Added
Russell Investments Group, Ltd.13,018$525.7K0.00%00.0%Unchanged
STRS Ohio13,200$533.0K0.00%−800−5.7%Reduced
Credit Suisse AG13,404$541.3K0.00%00.0%Unchanged
Regal Investment Advisors LLC13,500$545.1K0.04%00.0%Unchanged
Legal & General Group Plc13,895$561.1K0.00%+973+7.5%Added
UBS Asset Management Americas Inc13,987$564.8K0.00%+5,485+64.5%Added
Two Sigma Investments, LP14,732$594.9K0.00%−9,074−38.1%Reduced
California State Teachers Retirement System16,830$679.6K0.00%−805−4.6%Reduced
Victory Capital Management Inc18,300$739.0K0.00%−6,700−26.8%Reduced
Thrivent Financial for Lutherans19,739$798.0K0.00%+11,062+127.5%Added
Shakespeare Wealth Management, Inc.19,768$798.2K0.25%00.0%Unchanged
Round Hill Asset Management20,207$816.0K0.51%00.0%Unchanged
Baird Financial Group, Inc.20,765$838.5K0.00%−177−0.8%Reduced
Jacobs Levy Equity Management, Inc21,514$868.7K0.00%−1,121−5.0%Reduced
UBS Group AG22,834$922.0K0.00%+11,168+95.7%Added
ClariVest Asset Management LLC23,287$940.3K0.05%+518+2.3%Added
Rhumbline Advisers24,028$970.2K0.00%+70.0%Added
Los Angeles Capital Management LLC24,075$972.1K0.00%00.0%Unchanged
Strategies Wealth Advisors, LLC25,649$1.04M0.18%+2,870+12.6%Added
Two Sigma Advisers, LP26,184$1.06M0.00%−6,100−18.9%Reduced
Cornercap Investment Counsel Inc29,454$1.19M0.19%−46−0.2%Reduced
Swiss National Bank31,600$1.28M0.00%−3,600−10.2%Reduced