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, Q2 2026
Institutional positions in Meridian Corp as of Jun 30, 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
- 102
- +10 vs. Q1 2026
- Shares held
- 7.76M
- +164.3K (+2.2%) vs. Q1 2026
- Total value
- $155.4M
- +$11.4M (+7.9%) vs. Q1 2026
- New holders
- 16
- 48 more added
- Sold out
- 6
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Meridian Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −17−54.8% | Reduced |
| Fortitude Family Office, LLC | 7 | $140 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 10 | $200 | 0.00% | −6−37.5% | Reduced |
| SJS Investment Consulting Inc. | 10 | $201 | 0.00% | +2+25.0% | Added |
| Essential Partners LLC | 12 | $240 | 0.00% | +12 | New |
| True Wealth Design, LLC | 12 | $241 | 0.00% | −3−20.0% | Reduced |
| Rothschild Investment LLC | 63 | $1.26K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 81 | $1.62K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 105 | $2.10K | 0.00% | +105 | New |
| Federated Hermes, Inc. | 116 | $2.32K | 0.00% | +70+152.2% | Added |
| California State Teachers Retirement System | 130 | $2.60K | 0.00% | −370−74.0% | Reduced |
| IFP Advisors, Inc | 140 | $2.80K | 0.00% | +50+55.6% | Added |
| Allworth Financial LP | 181 | $3.63K | 0.00% | +43+31.2% | Added |
| Sterling Capital Management LLC | 196 | $3.93K | 0.00% | −66−25.2% | Reduced |
| GAMMA Investing LLC | 297 | $5.95K | 0.00% | +101+51.5% | Added |
| Assetmark, Inc | 395 | $7.91K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 482 | $9.65K | 0.00% | +434+904.2% | Added |
| FMR LLC | 653 | $13.1K | 0.00% | +90+16.0% | Added |
| Tower Research Capital LLC (TRC) | 782 | $15.7K | 0.00% | −584−42.8% | Reduced |
| Ameritas Investment Partners, Inc. | 926 | $18.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,064 | $21.3K | 0.00% | +249+30.6% | Added |
| State of Alaska, Department of Revenue | 1,173 | $23.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,114 | $42.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,126 | $43.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,200 | $64.1K | 0.00% | +600+23.1% | Added |
| BNP Paribas Arbitrage, SA | 3,326 | $66.6K | 0.00% | +1,342+67.6% | Added |
| New York State Common Retirement Fund | 3,600 | $72.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,317 | $86.5K | 0.00% | −3,703−46.2% | Reduced |
| Citigroup Inc | 4,475 | $89.6K | 0.00% | +4,035+917.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,482 | $89.8K | 0.00% | −15−0.3% | Reduced |
| Los Angeles Capital Management LLC | 4,555 | $91.2K | 0.00% | −22,743−83.3% | Reduced |
| MetLife Investment Management | 5,580 | $111.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,663 | $133.0K | 0.00% | +1,475+28.4% | Added |
| The PNC Financial Services Group, Inc. | 8,096 | $162.2K | 0.00% | +4,637+134.1% | Added |
| Wells Fargo & Company | 9,471 | $189.7K | 0.00% | +5,426+134.1% | Added |
| Deutsche Bank AG | 9,497 | $190.2K | 0.00% | +2,371+33.3% | Added |
| Strid Group, LLC | 10,000 | $200.3K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,039 | $201.1K | 0.00% | +10,039 | New |
| Schonfeld Strategic Advisors LLC | 11,011 | $220.5K | 0.00% | +11,011 | New |
| ELCO Management Co., LLC | 11,216 | $224.7K | 0.10% | −506−4.3% | Reduced |
| Brevan Howard Capital Management LP | 11,769 | $235.7K | 0.00% | +11,769 | New |
| Martingale Asset Management L P | 11,812 | $236.6K | 0.01% | +170+1.5% | Added |
| Rhumbline Advisers | 11,996 | $240.3K | 0.00% | +436+3.8% | Added |
| Public Employees Retirement System of Ohio | 12,730 | $255.0K | 0.00% | +12,730 | New |
| State of Wisconsin Investment Board | 12,954 | $259.5K | 0.00% | +429+3.4% | Added |
| Bank of America Corp | 13,090 | $262.2K | 0.00% | +13,090 | New |
| UBS Group AG | 13,319 | $266.8K | 0.00% | +5,482+70.0% | Added |
| Borer Denton & Associates, Inc. | 13,629 | $273.0K | 0.09% | +13,629 | New |
| Occudo Quantitative Strategies LP | 14,670 | $293.8K | 0.02% | −4,809−24.7% | Reduced |
| Algert Global LLC | 15,413 | $308.7K | 0.00% | −39,937−72.2% | Reduced |
| Point72 Asset Management, L.P. | 16,951 | $339.5K | 0.00% | −208−1.2% | Reduced |
| Invesco Ltd. | 17,526 | $351.0K | 0.00% | +2,089+13.5% | Added |
| Jump Financial, LLC | 22,281 | $446.3K | 0.00% | −219−1.0% | Reduced |
| Man Group plc | 23,247 | $465.6K | 0.00% | +4,125+21.6% | Added |
| Traynor Capital Management, Inc. | 25,000 | $500.8K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 25,609 | $514.7K | 0.00% | +3,718+17.0% | Added |
| Mendon Capital Advisors Corp | 26,216 | $525.1K | 0.19% | −506−1.9% | Reduced |
| JPMorgan Chase & Co | 26,335 | $527.8K | 0.00% | +22,467+580.8% | Added |
| Charles Schwab Investment Management Inc | 27,600 | $552.8K | 0.00% | +3,881+16.4% | Added |
| Quadrature Capital Ltd | 32,568 | $652.3K | 0.01% | +32,568 | New |
| Ancora Advisors, LLC | 32,960 | $660.2K | 0.01% | −19,030−36.6% | Reduced |
| HRT Financial LP | 34,042 | $681.0K | 0.00% | +34,042 | New |
| XTX Topco Ltd | 34,105 | $683.1K | 0.01% | +34,105 | New |
| Citadel Advisors LLC | 34,176 | $684.5K | 0.00% | +14,995+78.2% | Added |
| Barclays PLC | 36,549 | $732.1K | 0.00% | −292−0.8% | Reduced |
| Millennium Management LLC | 40,428 | $809.8K | 0.00% | +16,723+70.5% | Added |
| Bank of New York Mellon Corp | 42,699 | $855.3K | 0.00% | +3,726+9.6% | Added |
| Ameriprise Financial Inc | 47,294 | $947.3K | 0.00% | +47,294 | New |
| Russell Investments Group, Ltd. | 52,447 | $1.05M | 0.00% | −14,933−22.2% | Reduced |
| SummerHaven Investment Management, LLC | 54,421 | $1.09M | 0.58% | 00.0% | Unchanged |
| Key Financial Inc | 59,366 | $1.19M | 0.19% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 61,203 | $1.23M | 0.02% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 63,547 | $1.27M | 0.00% | +3,674+6.1% | Added |
| Squarepoint Ops LLC | 64,257 | $1.29M | 0.00% | +32,739+103.9% | Added |
| Meridian Wealth Partners, LLC | 66,850 | $1.34M | 0.16% | +110.0% | Added |
| LSV Asset Management | 67,256 | $1.35M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 75,804 | $1.52M | 0.00% | +9,255+13.9% | Added |
| Segall Bryant & Hamill, LLC | 79,285 | $1.59M | 0.02% | −105−0.1% | Reduced |
| Goldman Sachs Group Inc | 81,067 | $1.62M | 0.00% | +2,632+3.4% | Added |
| AQR Capital Management LLC | 81,640 | $1.64M | 0.00% | +38,969+91.3% | Added |
| Vanguard Portfolio Management LLC | 85,196 | $1.71M | 0.00% | +22,530+36.0% | Added |
| Morgan Stanley | 85,558 | $1.71M | 0.00% | +20,510+31.5% | Added |
| Jacobs Levy Equity Management, Inc | 86,641 | $1.74M | 0.01% | +86,641 | New |
| Marshall Wace, LLP | 87,067 | $1.74M | 0.00% | +20,529+30.9% | Added |
| Trexquant Investment LP | 99,196 | $1.99M | 0.01% | +9,729+10.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 129,471 | $2.59M | 0.00% | −8,560−6.2% | Reduced |
| Wick Capital Partners, LLC | 144,516 | $2.89M | 0.44% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 176,606 | $3.54M | 0.00% | +10,167+6.1% | Added |
| Nuveen, LLC | 179,173 | $3.59M | 0.00% | +10,310+6.1% | Added |
| State Street Corp | 186,047 | $3.73M | 0.00% | +53,867+40.8% | Added |
| Two Sigma Investments, LP | 191,059 | $3.83M | 0.00% | +80,110+72.2% | Added |
| Qube Research & Technologies Ltd | 217,353 | $4.35M | 0.00% | +164,682+312.7% | Added |
| American Century Companies Inc | 258,339 | $5.17M | 0.00% | +65,657+34.1% | Added |
| Geode Capital Management, LLC | 280,264 | $5.62M | 0.00% | +67,202+31.5% | Added |
| Acadian Asset Management LLC | 313,468 | $6.27M | 0.01% | +62,531+24.9% | Added |
| Banc Funds Co LLC | 382,533 | $7.66M | 1.27% | +13,200+3.6% | Added |
| Vanguard Capital Management LLC | 434,281 | $8.70M | 0.00% | −52,561−10.8% | Reduced |
| First Manhattan Co | 437,696 | $8.77M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 497,805 | $9.97M | 0.00% | +63,803+14.7% | Added |
| Fourthstone LLC | 538,390 | $10.8M | 7.68% | −636,911−54.2% | Reduced |