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Meridian Corp

MRBK
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0001750735

No open-market purchases or sales by Meridian Corp insiders were filed in the last 90 days; 102 institutions reported holding it in 13F filings for Q2 2026, worth $155.4M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Meridian Corp as of Dec 31, 2021. 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
53
+6 vs. Q3 2021
Shares held
3.47M
+655.3K (+23.3%) vs. Q3 2021
Total value
$127.4M
+$46.7M (+57.9%) vs. Q3 2021
New holders
10
13 more added
Sold out
4
17 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRBK 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 2021: 53 institutions
Q1 2021: 55 institutionsQ2 2021: 52 institutionsQ3 2021: 47 institutionsQ4 2021: 53 institutionsQ1 2022: 50 institutionsQ2 2022: 40 institutionsQ3 2022: 41 institutionsQ4 2022: 47 institutionsQ1 2023: 47 institutionsQ2 2023: 43 institutionsQ3 2023: 43 institutionsQ4 2023: 45 institutionsQ1 2024: 41 institutionsQ2 2024: 41 institutionsQ3 2024: 41 institutionsQ4 2024: 51 institutionsQ1 2025: 61 institutionsQ2 2025: 63 institutionsQ3 2025: 83 institutionsQ4 2025: 88 institutionsQ1 2026: 93 institutionsQ2 2026: 102 institutions
Value heldQ4 2021: $127.4M
Q1 2021: $81.5MQ2 2021: $75.9MQ3 2021: $80.7MQ4 2021: $127.4MQ1 2022: $111.5MQ2 2022: $103.5MQ3 2022: $97.9MQ4 2022: $99.7MQ1 2023: $81.1MQ2 2023: $60.7MQ3 2023: $60.6MQ4 2023: $85.0MQ1 2024: $61.5MQ2 2024: $63.5MQ3 2024: $77.4MQ4 2024: $90.6MQ1 2025: $95.1MQ2 2025: $89.7MQ3 2025: $114.5MQ4 2025: $131.2MQ1 2026: $144.0MQ2 2026: $155.4M
Institutions holding MRBK and their total value by quarter
QuarterHoldersValue
Q2 2026102$155.4M
Q1 202693$144.0M
Q4 202588$131.2M
Q3 202583$114.5M
Q2 202563$89.7M
Q1 202561$95.1M
Q4 202451$90.6M
Q3 202441$77.4M
Q2 202441$63.5M
Q1 202441$61.5M
Q4 202345$85.0M
Q3 202343$60.6M
Q2 202343$60.7M
Q1 202347$81.1M
Q4 202247$99.7M
Q3 202241$97.9M
Q2 202240$103.5M
Q1 202250$111.5M
Q4 202153$127.4M
Q3 202147$80.7M
Q2 202152$75.9M
Q1 202155$81.5M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q3 2021.

Institutions holding MRBK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ategra Capital Management, LLC499,173$18.4M8.33%+1310.0%Added
Banc Funds Co LLC433,857$16.0M1.20%+586+0.1%Added
Strategic Value Bank Partners LLC325,649$12.0M10.84%+325,649New
Price Michael F270,000$9.93M1.10%00.0%Unchanged
Vanguard Group Inc268,919$9.89M0.00%−22,806−7.8%Reduced
FMR LLC199,227$7.33M0.00%−1,500−0.7%Reduced
First Manhattan Co190,677$7.01M0.02%−5,699−2.9%Reduced
Petiole USA ltd175,000$6.43M4.62%+175,000New
River Oaks Capital LLC121,997$4.49M4.15%+121,997New
BlackRock Inc.102,748$3.78M0.00%+9,087+9.7%Added
Fourthstone LLC94,643$3.48M1.31%−20,155−17.6%Reduced
Meridian Wealth Partners, LLC69,432$2.55M0.51%−979−1.4%Reduced
Gator Capital Management, LLC67,874$2.50M1.81%+67,874New
Renaissance Technologies LLC61,300$2.25M0.00%−7,000−10.2%Reduced
Millennium Management LLC60,358$2.22M0.00%+4,938+8.9%Added
Bridgeway Capital Management, LLC58,100$2.14M0.04%−10,000−14.7%Reduced
Dimensional Fund Advisors LP44,060$1.62M0.00%+4,090+10.2%Added
Geode Capital Management, LLC43,050$1.58M0.00%00.0%Unchanged
EAM Investors, LLC38,233$1.41M0.23%+38,233New
Acadian Asset Management LLC28,428$1.04M0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership22,843$840.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC22,700$835.0K0.02%00.0%Unchanged
Kennedy Capital Management, Inc.22,679$834.0K0.02%−34−0.1%Reduced
Bank of New York Mellon Corp20,688$761.0K0.00%+5,435+35.6%Added
Barclays PLC18,269$672.0K0.00%−623−3.3%Reduced
Russell Investments Group, Ltd.17,341$637.0K0.00%00.0%Unchanged
Northeast Financial Consultants Inc16,667$613.0K0.04%00.0%Unchanged
Globeflex Capital L P16,052$590.0K0.12%+3,410+27.0%Added
LSV Asset Management14,968$550.0K0.00%+14,968New
HSBC Holdings PLC14,408$521.0K0.00%00.0%Unchanged
Two Sigma Investments, LP12,809$471.0K0.00%+2,323+22.2%Added
Two Sigma Advisers, LP12,000$441.0K0.00%+4,797+66.6%Added
Wescott Financial Advisory Group, LLC11,809$434.0K0.22%−1,590−11.9%Reduced
State Street Corp10,970$403.0K0.00%+200+1.9%Added
Jacobs Levy Equity Management, Inc9,786$360.0K0.00%−14,303−59.4%Reduced
Northern Trust Corp9,322$343.0K0.00%−371−3.8%Reduced
Morgan Stanley8,985$330.0K0.00%+97+1.1%Added
Ergoteles LLC8,335$306.0K0.01%−15,062−64.4%Reduced
Emerald Advisers, LLC6,982$257.0K0.01%−5,877−45.7%Reduced
Bank of America Corp6,332$233.0K0.00%−36−0.6%Reduced
Great Valley Advisor Group, Inc.6,331$233.0K0.01%+6,331New
Royal Bank of Canada5,900$217.0K0.00%00.0%Unchanged
Stillwater Capital Advisors, LLC5,612$206.0K0.03%+5,612New
Cordasco Financial Network3,441$127.0K0.08%00.0%Unchanged
Cornerstone Advisory, LLC3,148$116.0K0.02%+3,148New
UBS Group AG2,500$92.0K0.00%−250−9.1%Reduced
Optiver Holding B.V.1,226$35.0K0.00%00.0%Unchanged
Federated Hermes, Inc.544$20.0K0.00%00.0%Unchanged
Wells Fargo & Company430$16.0K0.00%+400+1,333.3%Added
ClariVest Asset Management LLC354$13.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA124$4.56K0.00%−15−10.8%Reduced
JPMorgan Chase & Co29$1.00K0.00%+1+3.6%Added
Advisor Group Holdings, Inc.20$1.00K0.00%+20New
Ancora Advisors, LLC0$00.00%−20,000−100.0%Sold out
HRT Financial LP0$00.00%−10,528−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−2,112−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−85−100.0%Sold out