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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 2022

Institutional positions in Meridian Corp as of Dec 31, 2022. 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
47
+6 vs. Q3 2022
Shares held
3.29M
−62.2K (−1.9%) vs. Q3 2022
Total value
$99.7M
+$1.89M (+1.9%) vs. Q3 2022
New holders
6
12 more added
Sold out
0
16 more reduced

Compare with Q3 2022: 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 2022: 47 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 2022: $99.7M
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 2022

Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q3 2022.

Institutions holding MRBK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ategra Capital Management, LLC507,200$15.4M8.06%+1,415+0.3%Added
Banc Funds Co LLC364,344$11.0M0.97%−56,000−13.3%Reduced
Strategic Value Bank Partners LLC325,649$9.86M5.95%00.0%Unchanged
Vanguard Group Inc252,552$7.65M0.00%−3,690−1.4%Reduced
Price Jennifer C.219,299$6.64M1.59%−50,701−18.8%Reduced
First Manhattan Co190,677$5.78M0.02%00.0%Unchanged
Fourthstone LLC158,512$4.80M1.26%+40,154+33.9%Added
Petiole USA ltd128,083$3.88M2.84%−46,917−26.8%Reduced
BlackRock Inc.126,416$3.83M0.00%−1,282−1.0%Reduced
FMR LLC125,584$3.80M0.00%+800+0.6%Added
River Oaks Capital LLC121,204$3.67M4.18%−205−0.2%Reduced
Meridian Wealth Partners, LLC84,859$2.57M0.59%+383+0.5%Added
Wick Capital Partners, LLC72,008$2.18M1.22%00.0%Unchanged
Bridgeway Capital Management, LLC67,470$2.04M0.05%00.0%Unchanged
Dimensional Fund Advisors LP60,699$1.84M0.00%+6,169+11.3%Added
Gator Capital Management, LLC58,306$1.77M1.30%−9,329−13.8%Reduced
Geode Capital Management, LLC41,534$1.26M0.00%+196+0.5%Added
LSV Asset Management36,906$1.12M0.00%00.0%Unchanged
Millennium Management LLC34,777$1.05M0.00%−16,382−32.0%Reduced
Acadian Asset Management LLC29,923$905.0K0.00%−1,216−3.9%Reduced
Renaissance Technologies LLC24,978$757.0K0.00%+3,583+16.7%Added
Bank of New York Mellon Corp22,341$676.7K0.00%+1,018+4.8%Added
Barclays PLC18,676$565.7K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC18,180$550.7K0.01%−920−4.8%Reduced
Arrowstreet Capital, Limited Partnership17,744$537.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.17,341$525.3K0.00%00.0%Unchanged
Northeast Financial Consultants Inc16,667$504.8K0.03%00.0%Unchanged
State Street Corp15,971$483.8K0.00%+2,000+14.3%Added
BHZ Capital Management, LP15,918$482.2K0.24%+15,918New
Susquehanna International Group, LLP15,086$457.0K0.00%+15,086New
HSBC Holdings PLC14,845$449.8K0.00%00.0%Unchanged
Morgan Stanley13,800$418.0K0.00%+4,977+56.4%Added
ELCO Management Co., LLC12,665$383.6K0.29%+12,665New
Two Sigma Investments, LP9,840$298.1K0.00%−300−3.0%Reduced
Northern Trust Corp7,626$231.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP7,200$218.1K0.00%00.0%Unchanged
Bank of Montreal6,600$217.2K0.00%+6,600New
Man Group plc7,106$215.2K0.00%+7,106New
Citigroup Inc6,691$202.7K0.00%+6,691New
Royal Bank of Canada6,500$197.0K0.00%−11−0.2%Reduced
Bank of America Corp5,957$180.4K0.00%−277−4.4%Reduced
UBS Group AG3,867$117.1K0.00%+595+18.2%Added
Tower Research Capital LLC (TRC)434$13.0K0.00%+177+68.9%Added
Federated Hermes, Inc.382$11.6K0.00%−5−1.3%Reduced
Wells Fargo & Company91$2.76K0.00%−463−83.6%Reduced
BNP Paribas Arbitrage, SA49$1.48K0.00%−19−27.9%Reduced
JPMorgan Chase & Co8$00.00%00.0%Unchanged