MRBK · Meridian Corp

$19.86 -0.03 (-0.15%)

Market Cap

$237.09M

11.93M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 100

Total Value: $154,495,644

Total Shares: 7,713,216

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 100 13F filers · Δ vs Mar 31, 2026

Top Holder

9.0%

−6.5 pts

Top 5

36.5%

−7.1 pts

Top 10

58.1%

−5.3 pts

HHI

427

Broadly held−143

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +7

Institutional value: +7.3%

Shares held: +1.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Qube Research & Technologies Ltd	+164,682	217,353
Mega BlackRock, Inc.	+132,012	690,544
Mega TWO SIGMA INVESTMENTS, LP	+80,110	191,059
Mega GEODE CAPITAL MANAGEMENT, LLC	+67,202	280,264
Mega AMERICAN CENTURY COMPANIES INC	+65,657	258,339

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Fourthstone LLC	−636,911	538,390
Mega VANGUARD CAPITAL MANAGEMENT LLC	−52,561	434,281
Mid ALGERT GLOBAL LLC	−39,937	15,413
Large LOS ANGELES CAPITAL MANAGEMENT LLC	−22,743	4,555
Mega Russell Investments Group, Ltd.	−14,933	52,447

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large JACOBS LEVY EQUITY MANAGEMENT, INC	86,641	$1,735,419
Mega AMERIPRISE FINANCIAL INC	47,294	$947,298
Mid XTX Topco Ltd	34,105	$683,123
Large HRT FINANCIAL LP	34,042	$681,861
Large Quadrature Capital Ltd	32,568	$652,337

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Ategra Capital Management, LLC	239,210	$4,535,421
Mid Ancora Advisors LLC	51,990	$985,730
Large PRUDENTIAL FINANCIAL INC	26,100	$494,856
Large RENAISSANCE TECHNOLOGIES LLC	18,400	$348,864
Mid Hillsdale Investment Management Inc.	18,200	$345,072

Filter: New 17 Increased 48 Reduced 19 Sold out 10 Unchanged 16

Showing 100 of 100

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$13,831,593

8.95%

690,544

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	45,365	$908,660	6.6%	Sole
BlackRock Investment Management, LLC	32,551	$651,996	4.7%	Sole
BLACKROCK ADVISORS LLC	18,630	$373,158	2.7%	Sole
BlackRock Fund Advisors	426,258	$8,537,947	61.7%	Sole
BlackRock Institutional Trust Company, N.A.	167,735	$3,359,732	24.3%	Sole
Aperio Group, LLC	5	$100	0.0%	Sole

STRATEGIC VALUE BANK PARTNERS LLC

$13,045,498

8.44%

651,298

Fourthstone LLC

$10,783,951

6.98%

538,390

DIMENSIONAL FUND ADVISORS LP

$9,971,032

6.45%

497,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,700	$34,051	0.3%	Defined
DFA Australia Ltd.	6,850	$137,205	1.4%	Defined
Dimensional Ireland Ltd	20,227	$405,146	4.1%	Defined
Held directly	469,028	$9,394,630	94.2%	Sole

FIRST MANHATTAN CO. LLC.

$8,767,050

5.67%

437,696

VANGUARD CAPITAL MANAGEMENT LLC

$8,698,648

5.63%

434,281

BANC FUNDS CO LLC

$7,662,135

4.96%

382,533

ACADIAN ASSET MANAGEMENT LLC

$6,278,764

4.06%

313,468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	313,468	$6,278,764	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$5,613,686

3.63%

280,264

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	35,065	$702,351	12.5%	Defined
Held directly	245,199	$4,911,335	87.5%	Defined

AMERICAN CENTURY COMPANIES INC

$5,174,530

3.35%

258,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	258,339	$5,174,530	100.0%	Defined

Qube Research & Technologies Ltd

$4,353,580

2.82%

217,353

TWO SIGMA INVESTMENTS, LP

$3,826,911

2.48%

191,059

STATE STREET CORP

$3,726,521

2.41%

186,047

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	186,047	$3,726,521	100.0%	Defined

Nuveen, LLC

$3,588,834

2.32%

179,173

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	5,123	$102,613	2.9%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	162,208	$3,249,026	90.5%	Defined
TEACHERS ADVISORS, LLC joint	11,842	$237,195	6.6%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$3,537,418

2.29%

176,606

Wick Capital Partners, LLC

$2,894,655

1.87%

144,516

Connor, Clark & Lunn Investment Management Ltd.

$2,593,304

1.68%

129,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	129,471	$2,593,304	100.0%	Sole

Trexquant Investment LP

$1,986,895

1.29%

99,196

MARSHALL WACE, LLP

$1,743,951

1.13%

87,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	87,067	$1,743,951	100.0%	Other

JACOBS LEVY EQUITY MANAGEMENT, INC

$1,735,419

1.12%

86,641

MORGAN STANLEY

$1,713,724

1.11%

85,558

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,543	$30,906	1.8%	Defined
MORGAN STANLEY & CO. LLC	2,750	$55,082	3.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	74,187	$1,485,965	86.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	276	$5,528	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,802	$136,243	8.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,706,475

1.10%

85,196

AQR CAPITAL MANAGEMENT LLC

$1,635,247

1.06%

81,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	152	$3,044	0.2%	Other
Arax Advisory Partners	463	$9,273	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	272	$5,448	0.3%	Other
Stokes Family Office, LLC	371	$7,431	0.5%	Other
Held directly	80,382	$1,610,051	98.5%	Defined

GOLDMAN SACHS GROUP INC

$1,623,771

1.05%

81,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	52,229	$1,046,146	64.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	28,838	$577,625	35.6%	Defined

SEGALL BRYANT & HAMILL, LLC

$1,588,078

1.03%

79,285

NORTHERN TRUST CORP

$1,518,353

0.98%

75,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	74,269	$1,487,607	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,535	$30,746	2.0%	Other

LSV ASSET MANAGEMENT

$1,347,137

0.87%

67,256

Meridian Wealth Partners, LLC

$1,339,005

0.87%

66,850

Squarepoint Ops LLC

$1,287,067

0.83%

64,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	64,257	$1,287,067	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$1,272,846

0.82%

63,547

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,225,896

0.79%

61,203

Key Financial Inc

$1,189,100

0.77%

59,366

SummerHaven Investment Management, LLC

$1,090,052

0.71%

54,421

Russell Investments Group, Ltd.

$1,050,510

0.68%

52,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	6,771	$135,622	12.9%	Other
Russell Investments Capital, LLC	16,354	$327,570	31.2%	Defined
Russell Investments France SAS	11,691	$234,170	22.3%	Defined
Russell Investments Trust Company joint	17,631	$353,148	33.6%	Other

AMERIPRISE FINANCIAL INC

$947,298

0.61%

47,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	30,421	$609,332	64.3%	Defined
Columbia Threadneedle Management Ltd	16,873	$337,966	35.7%	Defined

Bank of New York Mellon Corp

$855,259

0.55%

42,699

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	14,614	$292,718	34.2%	Defined
The Bank of New York Mellon	15,054	$301,531	35.3%	Defined
BNY Mellon, NA joint	225	$4,506	0.5%	Defined
Newton Investment Management North America, LLC	12,805	$256,484	30.0%	Defined
Held directly	1	$20	0.0%	Defined

MILLENNIUM MANAGEMENT LLC

$809,772

0.52%

40,428

BARCLAYS PLC

$732,075

0.47%

36,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	36,217	$725,426	99.1%	Defined
BARCLAYS CAPITAL INC.	332	$6,649	0.9%	Defined

CITADEL ADVISORS LLC

$684,545

0.44%

34,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	8,636	$172,979	25.3%	Defined
Held directly	25,540	$511,566	74.7%	Defined

XTX Topco Ltd

$683,123

0.44%

34,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	34,105	$683,123	100.0%	Defined

HRT FINANCIAL LP

$681,861

0.44%

34,042

Quadrature Capital Ltd

$652,337

0.42%

32,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	32,568	$652,337	100.0%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$552,828

0.36%

27,600

JPMORGAN CHASE & CO

$527,488

0.34%

26,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	4,440	$88,933	16.9%	Defined
J.P. Morgan Securities LLC	21,797	$436,593	82.8%	Defined
J.P. Morgan Securities plc	98	$1,962	0.4%	Defined

MENDON CAPITAL ADVISORS CORP

$525,106

0.34%

26,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELCO Management Co., LLC	11,216	$224,656	42.8%	Sole
Hurricane Capital Partners Ltd	15,000	$300,450	57.2%	Sole

HSBC HOLDINGS PLC

$512,948

0.33%

25,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	25,609	$512,948	100.0%	Defined

Traynor Capital Management, Inc.

$500,750

0.32%

25,000

Man Group plc

$465,637

0.30%

23,247

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	23,247	$465,637	100.0%	Defined

Jump Financial, LLC

$446,288

0.29%

22,281

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	22,281	$446,288	100.0%	Defined

Invesco Ltd.

$351,044

0.23%

17,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,978	$39,618	11.3%	Defined
Invesco Trust Co joint	3,438	$68,863	19.6%	Defined
Invesco Capital Management LLC	12,110	$242,563	69.1%	Defined

Point72 Asset Management, L.P.

$339,528

0.22%

16,951

ALGERT GLOBAL LLC

$308,722

0.20%

15,413

OCCUDO QUANTITATIVE STRATEGIES LP

$293,840

0.19%

14,670

Borer Denton & Associates, Inc.

$272,988

0.18%

13,629

UBS Group AG

$266,779

0.17%

13,319

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,500	$50,075	18.8%	Defined
UBS AG	10,819	$216,704	81.2%	Defined

BANK OF AMERICA CORP /DE/

$262,192

0.17%

13,090

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	13,090	$262,192	100.0%	Defined

STATE OF WISCONSIN INVESTMENT BOARD

$259,468

0.17%

12,954

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$254,981

0.17%

12,730

RHUMBLINE ADVISERS

$240,279

0.16%

11,996

MARTINGALE ASSET MANAGEMENT L P

$236,594

0.15%

11,812

Brevan Howard Capital Management LP

$235,733

0.15%

11,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	11,769	$235,733	100.0%	Defined

Schonfeld Strategic Advisors LLC

$220,550

0.14%

11,011

GREAT VALLEY ADVISOR GROUP, INC.

$201,081

0.13%

10,039

Strid Group, LLC

$200,300

0.13%

10,000

DEUTSCHE BANK AG\

$190,224

0.12%

9,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	9,497	$190,224	100.0%	Defined

WELLS FARGO & COMPANY/MN

$189,703

0.12%

9,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	7,842	$157,075	82.8%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	750	$15,022	7.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	572	$11,457	6.0%	Defined
Wells Fargo Securities, LLC	307	$6,149	3.2%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$162,162

0.10%

8,096

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	8,096	$162,162	100.0%	Defined

ROYAL BANK OF CANADA

$133,459

0.09%

6,663

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	309	$6,189	4.6%	Defined
RBC Capital Markets, LLC	6,354	$127,270	95.4%	Defined

MetLife Investment Management, LLC

$111,767

0.07%

5,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	5,580	$111,767	100.0%	Defined

LOS ANGELES CAPITAL MANAGEMENT LLC

$91,236

0.06%

4,555

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$89,774

0.06%

4,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	4,482	$89,774	100.0%	Defined

CITIGROUP INC

$89,633

0.06%

4,475

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,475	$89,633	100.0%	Defined

Vanguard Global Advisers, LLC

$86,469

0.06%

4,317

NEW YORK STATE COMMON RETIREMENT FUND

$72,108

0.05%

3,600

BNP PARIBAS ARBITRAGE, SA

$66,619

0.04%

3,326

STRS OHIO

$64,096

0.04%

3,200

BESSEMER GROUP INC

$42,583

0.03%

2,126

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST CO	2,126	$42,583	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$42,343

0.03%

2,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,114	$42,343	100.0%	Defined

State of Alaska, Department of Revenue

$23,495

0.02%

1,173

Legal & General Group Plc

$21,311

0.01%

1,064

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,064	$21,311	100.0%	Defined

Ameritas Investment Partners, Inc.

$18,547

0.01%

926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	926	$18,547	100.0%	Other

Tower Research Capital LLC (TRC)

$15,663

0.01%

782

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	782	$15,663	100.0%	Defined

FMR LLC

$13,079

0.01%

653

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	651	$13,039	99.7%	Defined
STRATEGIC ADVISERS LLC	2	$40	0.3%	Defined

Arax Advisory Partners

$9,654

0.01%

482

ASSETMARK, INC

$7,911

0.01%

395

GAMMA Investing LLC

$5,948

0.00%

297

Integrated Wealth Concepts LLC

$5,868

0.00%

293

Sterling Capital Management LLC

$3,925

0.00%

196

Allworth Financial LP

$3,625

0.00%

181

IFP Advisors, Inc

$2,804

0.00%

140

FEDERATED HERMES, INC.

$2,323

0.00%

116

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	116	$2,323	100.0%	Defined

Farther Finance Advisors, LLC

$2,103

0.00%

105

EverSource Wealth Advisors, LLC

$1,621

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	6	$120	7.4%	Sole
Held directly	75	$1,501	92.6%	Sole

ROTHSCHILD INVESTMENT LLC

$1,261

0.00%

Covestor Ltd

$280

0.00%

True Wealth Design, LLC

$240

0.00%

Essential Partners LLC

$240

0.00%

Basecamp Wealth Advisors LLC

$200

0.00%

SJS Investment Consulting Inc.

$200

0.00%

Fortitude Family Office, LLC

$140

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	26,100	$494,856	100.0%	Defined

Key facts CIK 1750735 CUSIP 58958P104 13F (30d) 89 filings 87 filers Visit website