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