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, Q3 2023
Institutional positions in Meridian Corp as of Sep 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
- 43
- 0 vs. Q2 2023
- Shares held
- 6.19M
- −2.06K (0.0%) vs. Q2 2023
- Total value
- $60.6M
- −$68.4K (−0.1%) vs. Q2 2023
- New holders
- 5
- 8 more added
- Sold out
- 5
- 15 more reduced
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 102 | $155.4M |
| Q1 2026 | 93 | $144.0M |
| Q4 2025 | 88 | $131.2M |
| Q3 2025 | 83 | $114.5M |
| Q2 2025 | 63 | $89.7M |
| Q1 2025 | 61 | $95.1M |
| Q4 2024 | 51 | $90.6M |
| Q3 2024 | 41 | $77.4M |
| Q2 2024 | 41 | $63.5M |
| Q1 2024 | 41 | $61.5M |
| Q4 2023 | 45 | $85.0M |
| Q3 2023 | 43 | $60.6M |
| Q2 2023 | 43 | $60.7M |
| Q1 2023 | 47 | $81.1M |
| Q4 2022 | 47 | $99.7M |
| Q3 2022 | 41 | $97.9M |
| Q2 2022 | 40 | $103.5M |
| Q1 2022 | 50 | $111.5M |
| Q4 2021 | 53 | $127.4M |
| Q3 2021 | 47 | $80.7M |
| Q2 2021 | 52 | $75.9M |
| Q1 2021 | 55 | $81.5M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 1,072,034 | $10.5M | 5.73% | +1,011+0.1% | Added |
| Banc Funds Co LLC | 728,688 | $7.14M | 0.84% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 651,298 | $6.38M | 3.88% | 00.0% | Unchanged |
| Fourthstone LLC | 622,185 | $6.09M | 1.38% | +177,194+39.8% | Added |
| Vanguard Group Inc | 534,173 | $5.23M | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 327,580 | $3.21M | 0.01% | −1000.0% | Reduced |
| Petiole USA ltd | 256,166 | $2.51M | 2.30% | 00.0% | Unchanged |
| River Oaks Capital LLC | 243,974 | $2.39M | 3.52% | 00.0% | Unchanged |
| BlackRock Inc. | 198,774 | $1.95M | 0.00% | −38,203−16.1% | Reduced |
| Meridian Wealth Partners, LLC | 191,369 | $1.87M | 0.39% | +20,138+11.8% | Added |
| FMR LLC | 181,189 | $1.77M | 0.00% | −69,977−27.9% | Reduced |
| Wick Capital Partners, LLC | 144,516 | $1.42M | 0.79% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 131,134 | $1.28M | 0.00% | +3,650+2.9% | Added |
| Gator Capital Management, LLC | 116,612 | $1.14M | 0.81% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 90,043 | $882.0K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 89,708 | $879.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 82,226 | $805.6K | 0.00% | +2,634+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,367 | $581.5K | 0.00% | +59,367 | New |
| Acadian Asset Management LLC | 52,013 | $508.0K | 0.00% | −1,813−3.4% | Reduced |
| Millennium Management LLC | 49,442 | $484.3K | 0.00% | −34,866−41.4% | Reduced |
| Bank of New York Mellon Corp | 45,750 | $448.1K | 0.00% | +968+2.2% | Added |
| Barclays PLC | 38,133 | $373.5K | 0.00% | +781+2.1% | Added |
| Northeast Financial Consultants Inc | 33,334 | $326.5K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,000 | $313.0K | 0.00% | −500−1.5% | Reduced |
| State Street Corp | 31,642 | $309.9K | 0.00% | −300−0.9% | Reduced |
| HSBC Holdings PLC | 29,107 | $284.1K | 0.00% | −583−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 25,615 | $251.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,000 | $225.0K | 0.00% | −1,621−6.6% | Reduced |
| Citadel Advisors LLC | 20,930 | $205.0K | 0.00% | −65−0.3% | Reduced |
| ELCO Management Co., LLC | 18,222 | $178.5K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,552 | $162.1K | 0.00% | −13,058−44.1% | Reduced |
| Northern Trust Corp | 16,018 | $156.9K | 0.00% | −72−0.4% | Reduced |
| Morgan Stanley | 14,670 | $143.7K | 0.00% | −220−1.5% | Reduced |
| Bank of America Corp | 9,906 | $97.0K | 0.00% | −633−6.0% | Reduced |
| UBS Group AG | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,385 | $33.2K | 0.00% | +3,385 | New |
| Qube Research & Technologies Ltd | 1,998 | $19.6K | 0.00% | +1,998 | New |
| State of Wyoming | 1,851 | $18.1K | 0.00% | +1,851 | New |
| Federated Hermes, Inc. | 712 | $6.97K | 0.00% | −52−6.8% | Reduced |
| IFP Advisors, Inc | 675 | $6.61K | 0.00% | +675 | New |
| BNP Paribas Arbitrage, SA | 98 | $960 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 66 | $646 | 0.00% | +2+3.1% | Added |
| JPMorgan Chase & Co | 16 | $157 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −45,477−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,712−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −21,123−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,934−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |