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, Q1 2026
Institutional positions in Meridian Corp as of Mar 31, 2026. 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
- 93
- +6 vs. Q4 2025
- Shares held
- 7.59M
- +704.4K (+10.2%) vs. Q4 2025
- Total value
- $144.0M
- +$23.1M (+19.1%) vs. Q4 2025
- New holders
- 13
- 28 more added
- Sold out
- 7
- 31 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 8 | $152 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $285 | 0.00% | +1+7.1% | Added |
| Basecamp Wealth Advisors LLC | 16 | $303 | 0.00% | +16 | New |
| Federated Hermes, Inc. | 46 | $872 | 0.00% | +46 | New |
| SRS Capital Advisors, Inc. | 48 | $910 | 0.00% | +48 | New |
| Covestor Ltd | 31 | $1.00K | 0.00% | −87−73.7% | Reduced |
| MAI Capital Management | 56 | $1.06K | 0.00% | +45+409.1% | Added |
| IFP Advisors, Inc | 90 | $1.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 138 | $2.62K | 0.00% | +36+35.3% | Added |
| GAMMA Investing LLC | 196 | $3.72K | 0.00% | +92+88.5% | Added |
| Sterling Capital Management LLC | 262 | $4.97K | 0.00% | −187−41.6% | Reduced |
| Assetmark, Inc | 395 | $7.49K | 0.00% | +395 | New |
| Citigroup Inc | 440 | $8.34K | 0.00% | +231+110.5% | Added |
| California State Teachers Retirement System | 500 | $9.48K | 0.00% | −69−12.1% | Reduced |
| FMR LLC | 563 | $10.7K | 0.00% | +11+2.0% | Added |
| Legal & General Group Plc | 815 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 926 | $17.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,173 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,366 | $25.9K | 0.00% | +459+50.6% | Added |
| CWM, LLC | 1,953 | $37.0K | 0.00% | +388+24.8% | Added |
| BNP Paribas Arbitrage, SA | 1,984 | $37.6K | 0.00% | −73−3.5% | Reduced |
| Bessemer Group Inc | 2,126 | $40.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,114 | $40.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $49.3K | 0.00% | −4,600−63.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,459 | $65.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,600 | $68.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,868 | $73.0K | 0.00% | −13,242−77.4% | Reduced |
| Wells Fargo & Company | 4,045 | $76.7K | 0.00% | −6,861−62.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,497 | $85.3K | 0.00% | +102+2.3% | Added |
| Royal Bank of Canada | 5,188 | $98.0K | 0.00% | +14+0.3% | Added |
| MetLife Investment Management | 5,580 | $105.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,126 | $135.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,837 | $148.6K | 0.00% | −13,279−62.9% | Reduced |
| Vanguard Global Advisers, LLC | 8,020 | $152.1K | 0.00% | +8,020 | New |
| Strid Group, LLC | 10,000 | $189.6K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,560 | $219.2K | 0.00% | +9+0.1% | Added |
| Martingale Asset Management L P | 11,642 | $220.7K | 0.01% | +11,642 | New |
| ELCO Management Co., LLC | 11,722 | $222.2K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,525 | $237.5K | 0.00% | −3,075−19.7% | Reduced |
| Invesco Ltd. | 15,437 | $292.7K | 0.00% | −716−4.4% | Reduced |
| Point72 Asset Management, L.P. | 17,159 | $325.3K | 0.00% | −674−3.8% | Reduced |
| Engineers Gate Manager LP | 18,121 | $343.6K | 0.00% | +7,807+75.7% | Added |
| Hillsdale Investment Management Inc. | 18,200 | $345.1K | 0.01% | +18,200 | New |
| Renaissance Technologies LLC | 18,400 | $348.9K | 0.00% | −4,500−19.7% | Reduced |
| Man Group plc | 19,122 | $362.6K | 0.00% | −6,738−26.1% | Reduced |
| Citadel Advisors LLC | 19,181 | $363.7K | 0.00% | +1,871+10.8% | Added |
| Occudo Quantitative Strategies LP | 19,479 | $366.6K | 0.02% | +6,148+46.1% | Added |
| HSBC Holdings PLC | 21,891 | $415.9K | 0.00% | +21,891 | New |
| Jump Financial, LLC | 22,500 | $426.6K | 0.01% | −10,300−31.4% | Reduced |
| Millennium Management LLC | 23,705 | $449.4K | 0.00% | −1,825−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 23,719 | $449.7K | 0.00% | −2,867−10.8% | Reduced |
| Traynor Capital Management, Inc. | 25,000 | $471.8K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 26,100 | $494.9K | 0.00% | −21,910−45.6% | Reduced |
| Mendon Capital Advisors Corp | 26,722 | $506.6K | 0.20% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 27,298 | $517.6K | 0.00% | −36,036−56.9% | Reduced |
| Squarepoint Ops LLC | 31,518 | $597.6K | 0.00% | −11,677−27.0% | Reduced |
| Barclays PLC | 36,841 | $698.5K | 0.00% | −5,438−12.9% | Reduced |
| Bank of New York Mellon Corp | 38,973 | $738.9K | 0.00% | −5,317−12.0% | Reduced |
| AQR Capital Management LLC | 42,671 | $809.0K | 0.00% | +10,173+31.3% | Added |
| Ancora Advisors, LLC | 51,990 | $985.7K | 0.02% | −1,790−3.3% | Reduced |
| Qube Research & Technologies Ltd | 52,671 | $998.6K | 0.00% | +52,671 | New |
| SummerHaven Investment Management, LLC | 54,421 | $1.03M | 0.63% | −5,486−9.2% | Reduced |
| Algert Global LLC | 55,350 | $1.05M | 0.02% | +55,350 | New |
| Key Financial Inc | 59,366 | $1.13M | 0.20% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 59,873 | $1.14M | 0.00% | +59,873 | New |
| Bridgeway Capital Management, LLC | 61,203 | $1.16M | 0.02% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 62,666 | $1.19M | 0.00% | +62,666 | New |
| Morgan Stanley | 65,048 | $1.23M | 0.00% | +37,993+140.4% | Added |
| Marshall Wace, LLP | 66,538 | $1.26M | 0.00% | −50,034−42.9% | Reduced |
| Northern Trust Corp | 66,549 | $1.26M | 0.00% | +1,601+2.5% | Added |
| Meridian Wealth Partners, LLC | 66,839 | $1.27M | 0.17% | 00.0% | Unchanged |
| LSV Asset Management | 67,256 | $1.27M | 0.00% | −800−1.2% | Reduced |
| Russell Investments Group, Ltd. | 67,380 | $1.28M | 0.00% | +1,481+2.2% | Added |
| Goldman Sachs Group Inc | 78,435 | $1.49M | 0.00% | +14,691+23.0% | Added |
| Segall Bryant & Hamill, LLC | 79,390 | $1.51M | 0.02% | −47,034−37.2% | Reduced |
| Trexquant Investment LP | 89,467 | $1.70M | 0.01% | −3,070−3.3% | Reduced |
| Two Sigma Investments, LP | 110,949 | $2.10M | 0.00% | +10,475+10.4% | Added |
| State Street Corp | 132,180 | $2.51M | 0.00% | +27,090+25.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 138,031 | $2.62M | 0.01% | −1,370−1.0% | Reduced |
| Wick Capital Partners, LLC | 144,516 | $2.74M | 0.50% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 166,439 | $3.16M | 0.00% | −12,625−7.1% | Reduced |
| Nuveen, LLC | 168,863 | $3.20M | 0.00% | +39,801+30.8% | Added |
| American Century Companies Inc | 192,682 | $3.65M | 0.00% | +56,828+41.8% | Added |
| Geode Capital Management, LLC | 213,062 | $4.04M | 0.00% | −550.0% | Reduced |
| Ategra Capital Management, LLC | 239,210 | $4.54M | 2.52% | −113,059−32.1% | Reduced |
| Acadian Asset Management LLC | 250,937 | $4.75M | 0.01% | +35,655+16.6% | Added |
| Banc Funds Co LLC | 369,333 | $7.00M | 1.30% | +48,414+15.1% | Added |
| Dimensional Fund Advisors LP | 434,002 | $8.23M | 0.00% | +38,719+9.8% | Added |
| First Manhattan Co | 437,696 | $8.30M | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 486,842 | $9.23M | 0.00% | +486,842 | New |
| BlackRock, Inc. | 558,532 | $10.6M | 0.00% | +15,902+2.9% | Added |
| Strategic Value Bank Partners LLC | 651,298 | $12.3M | 6.64% | 00.0% | Unchanged |
| Fourthstone LLC | 1,175,301 | $22.3M | 3.78% | +53,526+4.8% | Added |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −34,523−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,542−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |