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 2025
Institutional positions in Meridian Corp as of Sep 30, 2025. 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
- 83
- +20 vs. Q2 2025
- Shares held
- 7.26M
- +445.8K (+6.5%) vs. Q2 2025
- Total value
- $114.5M
- +$24.8M (+27.7%) vs. Q2 2025
- New holders
- 26
- 29 more added
- Sold out
- 6
- 18 more reduced
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,072,214 | $16.9M | 3.04% | −12,105−1.1% | Reduced |
| Strategic Value Bank Partners LLC | 651,298 | $10.3M | 7.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 579,569 | $9.15M | 0.00% | −19,913−3.3% | Reduced |
| BlackRock, Inc. | 521,480 | $8.23M | 0.00% | +12,969+2.6% | Added |
| Banc Funds Co LLC | 452,838 | $7.15M | 1.25% | −147,577−24.6% | Reduced |
| First Manhattan Co | 432,596 | $6.83M | 0.02% | +2,525+0.6% | Added |
| Ategra Capital Management, LLC | 406,940 | $6.43M | 4.31% | −209,189−34.0% | Reduced |
| Dimensional Fund Advisors LP | 361,926 | $5.71M | 0.00% | +31,162+9.4% | Added |
| Geode Capital Management, LLC | 211,885 | $3.35M | 0.00% | −1,020−0.5% | Reduced |
| Acadian Asset Management LLC | 187,624 | $2.96M | 0.01% | +47,948+34.3% | Added |
| Arrowstreet Capital, Limited Partnership | 171,765 | $2.71M | 0.00% | +85,562+99.3% | Added |
| Wick Capital Partners, LLC | 144,516 | $2.28M | 0.54% | +143,993+27,532.1% | Added |
| Segall Bryant & Hamill, LLC | 126,424 | $2.00M | 0.03% | +126,424 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 118,453 | $1.87M | 0.01% | +31,845+36.8% | Added |
| Nuveen, LLC | 107,662 | $1.70M | 0.00% | +95,820+809.2% | Added |
| Marshall Wace, LLP | 105,998 | $1.67M | 0.00% | +5,199+5.2% | Added |
| State Street Corp | 100,161 | $1.58M | 0.00% | +11,254+12.7% | Added |
| American Century Companies Inc | 86,097 | $1.36M | 0.00% | +36,838+74.8% | Added |
| Two Sigma Investments, LP | 82,838 | $1.31M | 0.00% | +82,838 | New |
| Meridian Wealth Partners, LLC | 72,230 | $1.14M | 0.16% | −67,496−48.3% | Reduced |
| Trexquant Investment LP | 71,936 | $1.14M | 0.01% | +21,442+42.5% | Added |
| Citadel Advisors LLC | 71,548 | $1.13M | 0.00% | +26,657+59.4% | Added |
| Northern Trust Corp | 68,283 | $1.08M | 0.00% | +705+1.0% | Added |
| LSV Asset Management | 68,056 | $1.07M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 64,424 | $1.02M | 0.00% | +38,925+152.7% | Added |
| Renaissance Technologies LLC | 62,600 | $988.5K | 0.00% | +9,700+18.3% | Added |
| Russell Investments Group, Ltd. | 61,466 | $970.5K | 0.00% | +37,755+159.2% | Added |
| Bridgeway Capital Management, LLC | 61,203 | $966.4K | 0.02% | −7,843−11.4% | Reduced |
| SummerHaven Investment Management, LLC | 59,907 | $945.9K | 0.55% | +59,907 | New |
| Key Financial Inc | 59,366 | $917.2K | 0.17% | +59,366 | New |
| Ancora Advisors, LLC | 53,780 | $849.2K | 0.02% | +510+1.0% | Added |
| Los Angeles Capital Management LLC | 42,364 | $668.9K | 0.00% | +42,364 | New |
| Barclays PLC | 40,645 | $641.8K | 0.00% | −12,998−24.2% | Reduced |
| Prudential Financial Inc | 35,865 | $566.3K | 0.00% | +35,865 | New |
| Bank of New York Mellon Corp | 35,605 | $562.2K | 0.00% | +2,525+7.6% | Added |
| Charles Schwab Investment Management Inc | 26,586 | $419.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 25,957 | $409.9K | 0.00% | +25,957 | New |
| Mendon Capital Advisors Corp | 26,722 | $404.4K | 0.18% | −3,278−10.9% | Reduced |
| Traynor Capital Management, Inc. | 25,000 | $394.8K | 0.02% | +25,000 | New |
| Squarepoint Ops LLC | 24,714 | $390.2K | 0.00% | +24,714 | New |
| Millennium Management LLC | 23,479 | $370.7K | 0.00% | −45,375−65.9% | Reduced |
| Jump Financial, LLC | 23,400 | $369.5K | 0.00% | +9,852+72.7% | Added |
| Two Sigma Advisers, LP | 19,000 | $300.0K | 0.00% | +19,000 | New |
| Jane Street Group, LLC | 17,845 | $281.8K | 0.00% | +17,845 | New |
| Morgan Stanley | 16,800 | $265.3K | 0.00% | −25,623−60.4% | Reduced |
| UBS Group AG | 16,359 | $258.3K | 0.00% | +6,235+61.6% | Added |
| Integrated Quantitative Investments LLC | 16,220 | $256.1K | 0.07% | +16,220 | New |
| Man Group plc | 13,344 | $210.7K | 0.00% | +13,344 | New |
| Invesco Ltd. | 13,001 | $205.3K | 0.00% | +2,948+29.3% | Added |
| Rhumbline Advisers | 12,995 | $205.2K | 0.00% | −259−2.0% | Reduced |
| ELCO Management Co., LLC | 11,722 | $185.1K | 0.10% | −3,278−21.9% | Reduced |
| Strid Group, LLC | 10,000 | $157.9K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,548 | $150.8K | 0.00% | +5,230+121.1% | Added |
| Maltese Capital Management LLC | 7,969 | $125.8K | 0.02% | +7,969 | New |
| Wells Fargo & Company | 7,277 | $114.9K | 0.00% | +1,660+29.6% | Added |
| STRS Ohio | 7,200 | $113.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,126 | $112.5K | 0.00% | +7,126 | New |
| Royal Bank of Canada | 5,814 | $92.0K | 0.00% | −12,728−68.6% | Reduced |
| MetLife Investment Management | 5,635 | $89.0K | 0.00% | +5,635 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,263 | $67.3K | 0.00% | −692−14.0% | Reduced |
| BNP Paribas Arbitrage, SA | 4,183 | $66.0K | 0.00% | +2,331+125.9% | Added |
| Bank of America Corp | 3,671 | $58.0K | 0.00% | −2,432−39.8% | Reduced |
| New York State Common Retirement Fund | 3,600 | $56.8K | 0.00% | −4,600−56.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,452 | $54.5K | 0.00% | +452+15.1% | Added |
| Bessemer Group Inc | 2,126 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,126 | $34.0K | 0.00% | +2,126 | New |
| Police & Firemen's Retirement System of New Jersey | 2,114 | $33.4K | 0.00% | +2,114 | New |
| Ameritas Investment Partners, Inc. | 926 | $14.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 815 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 673 | $10.6K | 0.00% | +673 | New |
| California State Teachers Retirement System | 567 | $8.95K | 0.00% | +1+0.2% | Added |
| Sterling Capital Management LLC | 518 | $8.18K | 0.00% | +313+152.7% | Added |
| SRS Capital Advisors, Inc. | 383 | $6.05K | 0.00% | +383 | New |
| Amalgamated Bank | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 156 | $2.46K | 0.00% | −2,919−94.9% | Reduced |
| Covestor Ltd | 101 | $2.00K | 0.00% | +101 | New |
| Allworth Financial LP | 87 | $1.37K | 0.00% | +87 | New |
| GAMMA Investing LLC | 30 | $474 | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 26 | $411 | 0.00% | +26 | New |
| True Wealth Design, LLC | 19 | $301 | 0.00% | +19 | New |
| FMR LLC | 18 | $284 | 0.00% | +15+500.0% | Added |
| IFP Advisors, Inc | 4 | $63 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Truffle Hound Capital, LLC | 0 | $0 | 0.00% | −124,295−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −59,467−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −25,166−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,393−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |