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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 16 | $157 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 66 | $646 | 0.00% | +2+3.1% | Added |
| BNP Paribas Arbitrage, SA | 98 | $960 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 675 | $6.61K | 0.00% | +675 | New |
| Federated Hermes, Inc. | 712 | $6.97K | 0.00% | −52−6.8% | Reduced |
| State of Wyoming | 1,851 | $18.1K | 0.00% | +1,851 | New |
| Qube Research & Technologies Ltd | 1,998 | $19.6K | 0.00% | +1,998 | New |
| Tower Research Capital LLC (TRC) | 3,385 | $33.2K | 0.00% | +3,385 | New |
| UBS Group AG | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,906 | $97.0K | 0.00% | −633−6.0% | Reduced |
| Morgan Stanley | 14,670 | $143.7K | 0.00% | −220−1.5% | Reduced |
| Northern Trust Corp | 16,018 | $156.9K | 0.00% | −72−0.4% | Reduced |
| Susquehanna International Group, LLP | 16,552 | $162.1K | 0.00% | −13,058−44.1% | Reduced |
| ELCO Management Co., LLC | 18,222 | $178.5K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,930 | $205.0K | 0.00% | −65−0.3% | Reduced |
| Royal Bank of Canada | 23,000 | $225.0K | 0.00% | −1,621−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 25,615 | $251.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,107 | $284.1K | 0.00% | −583−2.0% | Reduced |
| State Street Corp | 31,642 | $309.9K | 0.00% | −300−0.9% | Reduced |
| Renaissance Technologies LLC | 32,000 | $313.0K | 0.00% | −500−1.5% | Reduced |
| Northeast Financial Consultants Inc | 33,334 | $326.5K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 38,133 | $373.5K | 0.00% | +781+2.1% | Added |
| Bank of New York Mellon Corp | 45,750 | $448.1K | 0.00% | +968+2.2% | Added |
| Millennium Management LLC | 49,442 | $484.3K | 0.00% | −34,866−41.4% | Reduced |
| Acadian Asset Management LLC | 52,013 | $508.0K | 0.00% | −1,813−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,367 | $581.5K | 0.00% | +59,367 | New |
| Geode Capital Management, LLC | 82,226 | $805.6K | 0.00% | +2,634+3.3% | Added |
| LSV Asset Management | 89,708 | $879.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 90,043 | $882.0K | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 116,612 | $1.14M | 0.81% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 131,134 | $1.28M | 0.00% | +3,650+2.9% | Added |
| Wick Capital Partners, LLC | 144,516 | $1.42M | 0.79% | 00.0% | Unchanged |
| FMR LLC | 181,189 | $1.77M | 0.00% | −69,977−27.9% | Reduced |
| Meridian Wealth Partners, LLC | 191,369 | $1.87M | 0.39% | +20,138+11.8% | Added |
| BlackRock Inc. | 198,774 | $1.95M | 0.00% | −38,203−16.1% | Reduced |
| River Oaks Capital LLC | 243,974 | $2.39M | 3.52% | 00.0% | Unchanged |
| Petiole USA ltd | 256,166 | $2.51M | 2.30% | 00.0% | Unchanged |
| First Manhattan Co | 327,580 | $3.21M | 0.01% | −1000.0% | Reduced |
| Vanguard Group Inc | 534,173 | $5.23M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 622,185 | $6.09M | 1.38% | +177,194+39.8% | Added |
| Strategic Value Bank Partners LLC | 651,298 | $6.38M | 3.88% | 00.0% | Unchanged |
| Banc Funds Co LLC | 728,688 | $7.14M | 0.84% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,072,034 | $10.5M | 5.73% | +1,011+0.1% | Added |
| 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 |