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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 71 | $986 | 0.00% | +5+7.6% | Added |
| BNP Paribas Arbitrage, SA | 98 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 860 | $12.0K | 0.00% | −2,525−74.6% | Reduced |
| IFP Advisors, Inc | 1,519 | $21.1K | 0.00% | +844+125.0% | Added |
| JPMorgan Chase & Co | 3,637 | $50.6K | 0.00% | +3,621+22,631.3% | Added |
| UBS Group AG | 6,249 | $86.9K | 0.00% | +1,249+25.0% | Added |
| Citigroup Inc | 12,552 | $174.5K | 0.00% | +12,552 | New |
| Morgan Stanley | 14,629 | $203.3K | 0.00% | −41−0.3% | Reduced |
| Citadel Advisors LLC | 14,678 | $204.0K | 0.00% | −6,252−29.9% | Reduced |
| ExodusPoint Capital Management, LP | 15,587 | $217.0K | 0.00% | +15,587 | New |
| Balyasny Asset Management LLC | 15,814 | $219.8K | 0.00% | +15,814 | New |
| 683 Capital Management, LLC | 15,888 | $220.8K | 0.02% | +15,888 | New |
| Northern Trust Corp | 16,018 | $222.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,464 | $228.8K | 0.00% | +16,464 | New |
| ELCO Management Co., LLC | 18,222 | $253.3K | 0.17% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,300 | $282.2K | 0.00% | −25,450−55.6% | Reduced |
| Royal Bank of Canada | 23,281 | $324.0K | 0.00% | +281+1.2% | Added |
| Millennium Management LLC | 23,400 | $325.3K | 0.00% | −26,042−52.7% | Reduced |
| Qube Research & Technologies Ltd | 23,732 | $329.9K | 0.00% | +21,734+1,087.8% | Added |
| Susquehanna International Group, LLP | 24,777 | $344.4K | 0.00% | +8,225+49.7% | Added |
| Arrowstreet Capital, Limited Partnership | 25,615 | $356.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,107 | $406.9K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 31,642 | $439.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,700 | $455.0K | 0.00% | +700+2.2% | Added |
| Northeast Financial Consultants Inc | 33,334 | $463.3K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 37,353 | $519.2K | 0.00% | −780−2.0% | Reduced |
| Bank of America Corp | 38,222 | $531.3K | 0.00% | +28,316+285.8% | Added |
| Mendon Capital Advisors Corp | 48,222 | $670.3K | 0.32% | +48,222 | New |
| Acadian Asset Management LLC | 52,013 | $722.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 59,367 | $825.2K | 0.00% | 00.0% | Unchanged |
| Petiole USA ltd | 80,741 | $1.12M | 0.83% | −175,425−68.5% | Reduced |
| Geode Capital Management, LLC | 83,431 | $1.16M | 0.00% | +1,205+1.5% | Added |
| Bridgeway Capital Management, LLC | 90,043 | $1.25M | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 92,822 | $1.29M | 0.00% | +3,114+3.5% | Added |
| Gator Capital Management, LLC | 93,898 | $1.31M | 0.72% | −22,714−19.5% | Reduced |
| Dimensional Fund Advisors LP | 143,031 | $1.99M | 0.00% | +11,897+9.1% | Added |
| Wick Capital Partners, LLC | 144,516 | $2.01M | 0.84% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 190,255 | $2.64M | 0.50% | −1,114−0.6% | Reduced |
| BlackRock Inc. | 214,627 | $2.98M | 0.00% | +15,853+8.0% | Added |
| First Manhattan Co | 327,305 | $4.55M | 0.02% | −275−0.1% | Reduced |
| Vanguard Group Inc | 534,173 | $7.43M | 0.00% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 651,298 | $9.05M | 4.42% | 00.0% | Unchanged |
| Banc Funds Co LLC | 782,678 | $10.9M | 1.07% | +53,990+7.4% | Added |
| Ategra Capital Management, LLC | 992,956 | $13.8M | 6.17% | −79,078−7.4% | Reduced |
| Fourthstone LLC | 1,035,631 | $14.4M | 2.92% | +413,446+66.5% | 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 |