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 2025
Institutional positions in Meridian Corp as of Dec 31, 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
- 88
- +5 vs. Q3 2025
- Shares held
- 7.47M
- +219.1K (+3.0%) vs. Q3 2025
- Total value
- $131.2M
- +$16.7M (+14.6%) vs. Q3 2025
- New holders
- 8
- 43 more added
- Sold out
- 3
- 17 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4 | $71 | 0.00% | −22−84.6% | Reduced |
| SJS Investment Consulting Inc. | 8 | $141 | 0.00% | +8 | New |
| MAI Capital Management | 11 | $194 | 0.00% | +11 | New |
| True Wealth Design, LLC | 14 | $247 | 0.00% | −5−26.3% | Reduced |
| IFP Advisors, Inc | 90 | $1.58K | 0.00% | +86+2,150.0% | Added |
| Allworth Financial LP | 102 | $1.79K | 0.00% | +15+17.2% | Added |
| GAMMA Investing LLC | 104 | $1.83K | 0.00% | +74+246.7% | Added |
| Covestor Ltd | 118 | $2.00K | 0.00% | +17+16.8% | Added |
| Citigroup Inc | 209 | $3.67K | 0.00% | +53+34.0% | Added |
| Amalgamated Bank | 291 | $5.00K | 0.00% | −19−6.1% | Reduced |
| Sterling Capital Management LLC | 449 | $7.89K | 0.00% | −69−13.3% | Reduced |
| FMR LLC | 552 | $9.70K | 0.00% | +534+2,966.7% | Added |
| California State Teachers Retirement System | 569 | $10.0K | 0.00% | +2+0.4% | Added |
| Legal & General Group Plc | 815 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 907 | $15.9K | 0.00% | +234+34.8% | Added |
| Ameritas Investment Partners, Inc. | 926 | $16.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,173 | $20.0K | 0.00% | +1,173 | New |
| CWM, LLC | 1,565 | $28.0K | 0.00% | −561−26.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,057 | $36.2K | 0.00% | −2,126−50.8% | Reduced |
| Bessemer Group Inc | 2,126 | $37.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,114 | $37.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,459 | $60.8K | 0.00% | +7+0.2% | Added |
| New York State Common Retirement Fund | 3,600 | $63.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,395 | $77.3K | 0.00% | +132+3.1% | Added |
| Royal Bank of Canada | 5,174 | $91.0K | 0.00% | −640−11.0% | Reduced |
| MetLife Investment Management | 5,580 | $98.1K | 0.00% | −55−1.0% | Reduced |
| Canada Pension Plan Investment Board | 6,400 | $112.5K | 0.00% | +6,400 | New |
| Deutsche Bank AG | 7,126 | $125.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 7,200 | $126.6K | 0.00% | 00.0% | Unchanged |
| Strid Group, LLC | 10,000 | $175.8K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 10,148 | $178.4K | 0.00% | +6,477+176.4% | Added |
| Engineers Gate Manager LP | 10,314 | $181.3K | 0.00% | +10,314 | New |
| Wells Fargo & Company | 10,906 | $191.7K | 0.00% | +3,629+49.9% | Added |
| Rhumbline Advisers | 11,551 | $203.1K | 0.00% | −1,444−11.1% | Reduced |
| ELCO Management Co., LLC | 11,722 | $206.1K | 0.13% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 13,331 | $234.4K | 0.02% | +13,331 | New |
| Two Sigma Advisers, LP | 14,100 | $247.9K | 0.00% | −4,900−25.8% | Reduced |
| State of Wisconsin Investment Board | 15,600 | $274.2K | 0.00% | +15,600 | New |
| Invesco Ltd. | 16,153 | $284.0K | 0.00% | +3,152+24.2% | Added |
| JPMorgan Chase & Co | 17,110 | $300.8K | 0.00% | +7,562+79.2% | Added |
| Citadel Advisors LLC | 17,310 | $304.3K | 0.00% | −54,238−75.8% | Reduced |
| Point72 Asset Management, L.P. | 17,833 | $313.5K | 0.00% | +17,833 | New |
| UBS Group AG | 21,116 | $371.2K | 0.00% | +4,757+29.1% | Added |
| Renaissance Technologies LLC | 22,900 | $402.6K | 0.00% | −39,700−63.4% | Reduced |
| Traynor Capital Management, Inc. | 25,000 | $439.5K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 25,530 | $448.8K | 0.00% | +2,051+8.7% | Added |
| Man Group plc | 25,860 | $454.6K | 0.00% | +12,516+93.8% | Added |
| Charles Schwab Investment Management Inc | 26,586 | $467.4K | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 26,722 | $469.8K | 0.18% | 00.0% | Unchanged |
| Morgan Stanley | 27,055 | $475.7K | 0.00% | +10,255+61.0% | Added |
| AQR Capital Management LLC | 32,498 | $571.3K | 0.00% | +6,541+25.2% | Added |
| Jane Street Group, LLC | 32,542 | $572.1K | 0.00% | +14,697+82.4% | Added |
| Jump Financial, LLC | 32,800 | $576.6K | 0.01% | +9,400+40.2% | Added |
| Maltese Capital Management LLC | 34,523 | $606.9K | 0.11% | +26,554+333.2% | Added |
| Barclays PLC | 42,279 | $743.3K | 0.00% | +1,634+4.0% | Added |
| Squarepoint Ops LLC | 43,195 | $759.4K | 0.00% | +18,481+74.8% | Added |
| Bank of New York Mellon Corp | 44,290 | $778.6K | 0.00% | +8,685+24.4% | Added |
| Prudential Financial Inc | 48,010 | $844.0K | 0.00% | +12,145+33.9% | Added |
| Los Angeles Capital Management LLC | 63,334 | $906.3K | 0.00% | +20,970+49.5% | Added |
| Ancora Advisors, LLC | 53,780 | $945.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 59,366 | $1.04M | 0.19% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 59,907 | $1.05M | 0.60% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 61,203 | $1.08M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 63,744 | $1.12M | 0.00% | −680−1.1% | Reduced |
| Northern Trust Corp | 64,948 | $1.14M | 0.00% | −3,335−4.9% | Reduced |
| Russell Investments Group, Ltd. | 65,899 | $1.16M | 0.00% | +4,433+7.2% | Added |
| Meridian Wealth Partners, LLC | 66,839 | $1.18M | 0.16% | −5,391−7.5% | Reduced |
| LSV Asset Management | 68,056 | $1.20M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 92,537 | $1.63M | 0.01% | +20,601+28.6% | Added |
| Two Sigma Investments, LP | 100,474 | $1.77M | 0.00% | +17,636+21.3% | Added |
| State Street Corp | 105,090 | $1.85M | 0.00% | +4,929+4.9% | Added |
| Marshall Wace, LLP | 116,572 | $2.05M | 0.00% | +10,574+10.0% | Added |
| Segall Bryant & Hamill, LLC | 126,424 | $2.22M | 0.03% | 00.0% | Unchanged |
| Nuveen, LLC | 129,062 | $2.27M | 0.00% | +21,400+19.9% | Added |
| American Century Companies Inc | 135,854 | $2.39M | 0.00% | +49,757+57.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 139,401 | $2.45M | 0.01% | +20,948+17.7% | Added |
| Wick Capital Partners, LLC | 144,516 | $2.54M | 0.46% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 179,064 | $3.15M | 0.00% | +7,299+4.2% | Added |
| Geode Capital Management, LLC | 213,117 | $3.75M | 0.00% | +1,232+0.6% | Added |
| Acadian Asset Management LLC | 215,282 | $3.78M | 0.01% | +27,658+14.7% | Added |
| Banc Funds Co LLC | 320,919 | $5.64M | 1.12% | −131,919−29.1% | Reduced |
| Ategra Capital Management, LLC | 352,269 | $6.19M | 3.54% | −54,671−13.4% | Reduced |
| Dimensional Fund Advisors LP | 395,283 | $6.95M | 0.00% | +33,357+9.2% | Added |
| First Manhattan Co | 437,696 | $7.69M | 0.02% | +5,100+1.2% | Added |
| BlackRock, Inc. | 542,630 | $9.54M | 0.00% | +21,150+4.1% | Added |
| Vanguard Group Inc | 584,072 | $10.3M | 0.00% | +4,503+0.8% | Added |
| Strategic Value Bank Partners LLC | 651,298 | $11.4M | 7.84% | 00.0% | Unchanged |
| Fourthstone LLC | 1,121,775 | $19.7M | 3.69% | +49,561+4.6% | Added |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |