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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, Q3 2024

Institutional positions in Meridian Corp as of Sep 30, 2024. 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
41
+1 vs. Q2 2024
Shares held
6.13M
+308.3K (+5.3%) vs. Q2 2024
Total value
$77.4M
+$16.0M (+26.1%) vs. Q2 2024
New holders
3
16 more added
Sold out
2
10 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 41 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 heldQ3 2024: $77.4M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q2 2024.

Institutions holding MRBK in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fourthstone LLC1,116,763$14.1M3.15%−2,260−0.2%Reduced
Ategra Capital Management, LLC1,026,340$13.0M9.44%+17,023+1.7%Added
Banc Funds Co LLC829,153$10.5M1.14%+37,450+4.7%Added
Strategic Value Bank Partners LLC651,298$8.23M5.05%00.0%Unchanged
Vanguard Group Inc534,173$6.75M0.00%00.0%Unchanged
First Manhattan Co427,071$5.40M0.02%+97,500+29.6%Added
BlackRock, Inc.218,971$2.77M0.00%+218,971New
Dimensional Fund Advisors LP197,774$2.50M0.00%+26,525+15.5%Added
Wick Capital Partners, LLC144,516$1.83M0.59%00.0%Unchanged
Meridian Wealth Partners, LLC143,976$1.82M0.28%−62,867−30.4%Reduced
Geode Capital Management, LLC93,534$1.18M0.00%+2,838+3.1%Added
LSV Asset Management90,956$1.15M0.00%−400−0.4%Reduced
Bridgeway Capital Management, LLC88,643$1.12M0.02%00.0%Unchanged
Renaissance Technologies LLC69,200$874.7K0.00%+34,600+100.0%Added
Wealth Enhancement Advisory Services, LLC59,567$752.9K0.00%+200+0.3%Added
Susquehanna International Group, LLP58,021$733.4K0.00%−5,327−8.4%Reduced
Acadian Asset Management LLC53,559$675.0K0.00%00.0%Unchanged
Barclays PLC40,406$510.7K0.00%+3,675+10.0%Added
HSBC Holdings PLC30,096$379.5K0.00%+989+3.4%Added
State Street Corp29,442$372.1K0.00%00.0%Unchanged
Royal Bank of Canada20,500$259.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd20,076$253.8K0.00%+19,674+4,894.0%Added
Arrowstreet Capital, Limited Partnership20,059$253.5K0.00%+5,859+41.3%Added
Mendon Capital Advisors Corp18,587$234.9K0.16%−11,413−38.0%Reduced
ELCO Management Co., LLC18,587$234.9K0.13%00.0%Unchanged
Bank of New York Mellon Corp16,828$212.7K0.00%00.0%Unchanged
Northern Trust Corp15,843$200.3K0.00%−143−0.9%Reduced
Morgan Stanley14,925$188.7K0.00%+264+1.8%Added
Citadel Advisors LLC14,218$179.7K0.00%+14,218New
Millennium Management LLC10,240$129.4K0.00%−680−6.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,124$128.0K0.00%+10,124New
Strid Group, LLC10,000$126.4K0.02%−12,849−56.2%Reduced
Northeast Financial Consultants Inc10,000$126.4K0.01%−5,000−33.3%Reduced
Citigroup Inc7,965$100.7K0.00%+1,284+19.2%Added
Bank of America Corp6,603$83.5K0.00%+34+0.5%Added
UBS Group AG5,262$66.5K0.00%+135+2.6%Added
The PNC Financial Services Group, Inc.3,000$37.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)217$2.74K0.00%−674−75.6%Reduced
BNP Paribas Arbitrage, SA98$1.24K0.00%00.0%Unchanged
JPMorgan Chase & Co16$2020.00%00.0%Unchanged
Wells Fargo & Company1$80.00%+1Added
Gator Capital Management, LLC0$00.00%−81,462−100.0%Sold out
Innealta Capital, LLC0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed