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.
| 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 2024
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $8 | 0.00% | +1 | Added |
| JPMorgan Chase & Co | 16 | $202 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 98 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 217 | $2.74K | 0.00% | −674−75.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,000 | $37.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,262 | $66.5K | 0.00% | +135+2.6% | Added |
| Bank of America Corp | 6,603 | $83.5K | 0.00% | +34+0.5% | Added |
| Citigroup Inc | 7,965 | $100.7K | 0.00% | +1,284+19.2% | Added |
| Strid Group, LLC | 10,000 | $126.4K | 0.02% | −12,849−56.2% | Reduced |
| Northeast Financial Consultants Inc | 10,000 | $126.4K | 0.01% | −5,000−33.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,124 | $128.0K | 0.00% | +10,124 | New |
| Millennium Management LLC | 10,240 | $129.4K | 0.00% | −680−6.2% | Reduced |
| Citadel Advisors LLC | 14,218 | $179.7K | 0.00% | +14,218 | New |
| Morgan Stanley | 14,925 | $188.7K | 0.00% | +264+1.8% | Added |
| Northern Trust Corp | 15,843 | $200.3K | 0.00% | −143−0.9% | Reduced |
| Bank of New York Mellon Corp | 16,828 | $212.7K | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 18,587 | $234.9K | 0.16% | −11,413−38.0% | Reduced |
| ELCO Management Co., LLC | 18,587 | $234.9K | 0.13% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 20,059 | $253.5K | 0.00% | +5,859+41.3% | Added |
| Qube Research & Technologies Ltd | 20,076 | $253.8K | 0.00% | +19,674+4,894.0% | Added |
| Royal Bank of Canada | 20,500 | $259.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 29,442 | $372.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 30,096 | $379.5K | 0.00% | +989+3.4% | Added |
| Barclays PLC | 40,406 | $510.7K | 0.00% | +3,675+10.0% | Added |
| Acadian Asset Management LLC | 53,559 | $675.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 58,021 | $733.4K | 0.00% | −5,327−8.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,567 | $752.9K | 0.00% | +200+0.3% | Added |
| Renaissance Technologies LLC | 69,200 | $874.7K | 0.00% | +34,600+100.0% | Added |
| Bridgeway Capital Management, LLC | 88,643 | $1.12M | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 90,956 | $1.15M | 0.00% | −400−0.4% | Reduced |
| Geode Capital Management, LLC | 93,534 | $1.18M | 0.00% | +2,838+3.1% | Added |
| Meridian Wealth Partners, LLC | 143,976 | $1.82M | 0.28% | −62,867−30.4% | Reduced |
| Wick Capital Partners, LLC | 144,516 | $1.83M | 0.59% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 197,774 | $2.50M | 0.00% | +26,525+15.5% | Added |
| BlackRock, Inc. | 218,971 | $2.77M | 0.00% | +218,971 | New |
| First Manhattan Co | 427,071 | $5.40M | 0.02% | +97,500+29.6% | Added |
| Vanguard Group Inc | 534,173 | $6.75M | 0.00% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 651,298 | $8.23M | 5.05% | 00.0% | Unchanged |
| Banc Funds Co LLC | 829,153 | $10.5M | 1.14% | +37,450+4.7% | Added |
| Ategra Capital Management, LLC | 1,026,340 | $13.0M | 9.44% | +17,023+1.7% | Added |
| Fourthstone LLC | 1,116,763 | $14.1M | 3.15% | −2,260−0.2% | Reduced |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −81,462−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |