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 2023
Institutional positions in Meridian 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
- 45
- +3 vs. Q3 2023
- Shares held
- 6.11M
- +165.6K (+2.8%) vs. Q3 2023
- Total value
- $85.0M
- +$26.7M (+45.9%) vs. Q3 2023
- New holders
- 6
- 15 more added
- Sold out
- 3
- 11 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 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, Q4 2023
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,035,631 | $14.4M | 2.92% | +413,446+66.5% | Added |
| Ategra Capital Management, LLC | 992,956 | $13.8M | 6.17% | −79,078−7.4% | Reduced |
| Banc Funds Co LLC | 782,678 | $10.9M | 1.07% | +53,990+7.4% | Added |
| Strategic Value Bank Partners LLC | 651,298 | $9.05M | 4.42% | 00.0% | Unchanged |
| Vanguard Group Inc | 534,173 | $7.43M | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 327,305 | $4.55M | 0.02% | −275−0.1% | Reduced |
| BlackRock Inc. | 214,627 | $2.98M | 0.00% | +15,853+8.0% | Added |
| Meridian Wealth Partners, LLC | 190,255 | $2.64M | 0.50% | −1,114−0.6% | Reduced |
| Wick Capital Partners, LLC | 144,516 | $2.01M | 0.84% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 143,031 | $1.99M | 0.00% | +11,897+9.1% | Added |
| Gator Capital Management, LLC | 93,898 | $1.31M | 0.72% | −22,714−19.5% | Reduced |
| LSV Asset Management | 92,822 | $1.29M | 0.00% | +3,114+3.5% | Added |
| Bridgeway Capital Management, LLC | 90,043 | $1.25M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 83,431 | $1.16M | 0.00% | +1,205+1.5% | Added |
| Petiole USA ltd | 80,741 | $1.12M | 0.83% | −175,425−68.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,367 | $825.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 52,013 | $722.0K | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 48,222 | $670.3K | 0.32% | +48,222 | New |
| Bank of America Corp | 38,222 | $531.3K | 0.00% | +28,316+285.8% | Added |
| Barclays PLC | 37,353 | $519.2K | 0.00% | −780−2.0% | Reduced |
| Northeast Financial Consultants Inc | 33,334 | $463.3K | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,700 | $455.0K | 0.00% | +700+2.2% | Added |
| State Street Corp | 31,642 | $439.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,107 | $406.9K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 25,615 | $356.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,777 | $344.4K | 0.00% | +8,225+49.7% | Added |
| Qube Research & Technologies Ltd | 23,732 | $329.9K | 0.00% | +21,734+1,087.8% | Added |
| Millennium Management LLC | 23,400 | $325.3K | 0.00% | −26,042−52.7% | Reduced |
| Royal Bank of Canada | 23,281 | $324.0K | 0.00% | +281+1.2% | Added |
| Bank of New York Mellon Corp | 20,300 | $282.2K | 0.00% | −25,450−55.6% | Reduced |
| ELCO Management Co., LLC | 18,222 | $253.3K | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,464 | $228.8K | 0.00% | +16,464 | New |
| Northern Trust Corp | 16,018 | $222.7K | 0.00% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 15,888 | $220.8K | 0.02% | +15,888 | New |
| Balyasny Asset Management LLC | 15,814 | $219.8K | 0.00% | +15,814 | New |
| ExodusPoint Capital Management, LP | 15,587 | $217.0K | 0.00% | +15,587 | New |
| Citadel Advisors LLC | 14,678 | $204.0K | 0.00% | −6,252−29.9% | Reduced |
| Morgan Stanley | 14,629 | $203.3K | 0.00% | −41−0.3% | Reduced |
| Citigroup Inc | 12,552 | $174.5K | 0.00% | +12,552 | New |
| UBS Group AG | 6,249 | $86.9K | 0.00% | +1,249+25.0% | Added |
| JPMorgan Chase & Co | 3,637 | $50.6K | 0.00% | +3,621+22,631.3% | Added |
| IFP Advisors, Inc | 1,519 | $21.1K | 0.00% | +844+125.0% | Added |
| Tower Research Capital LLC (TRC) | 860 | $12.0K | 0.00% | −2,525−74.6% | Reduced |
| BNP Paribas Arbitrage, SA | 98 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 71 | $986 | 0.00% | +5+7.6% | Added |
| FMR LLC | 0 | $0 | 0.00% | −181,189−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |