MERCANTILE BK CORP (MBWM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
194
Reporting holders
$681.8M
Reported value
68.7%
Of shares outstanding
0.0%
Held as options
+8
Holder change
Institutions report 11,878,858 shares against 17,285,929 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $88.1M | 1,534,392 | 0.00% | 8q | +10.5%+$8.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $62.5M | 1,087,998 | 0.01% | 3q | -8.5%-$5.8M |
| DIMENSIONAL FUND ADVISORS LP | $60.1M | 1,046,841 | 0.01% | 31q | +1.4%+$801.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $42.2M | 735,613 | 0.00% | 2q | +4.4%+$1.8M |
| AMERICAN CENTURY COMPANIES INC | $35.9M | 625,015 | 0.02% | 25q | +11.3%+$3.6M |
| STATE STREET CORP | $34.4M | 598,641 | 0.00% | 31q | +19.1%+$5.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.8M | 466,410 | 0.00% | 31q | +7.2%+$1.8M |
| RENAISSANCE TECHNOLOGIES LLC | $25.6M | 446,613 | 0.04% | 31q | -5.4%-$1.5M |
| NORTH STAR ASSET MANAGEMENT INC | $21.7M | 377,427 | 0.85% | 31q | -1.5%-$330.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $16.7M | 290,093 | 0.00% | 2q | +5.4%+$848.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $14.7M | 255,846 | 0.01% | 14q | +97.9%+$7.3M |
| NORTHERN TRUST CORP | $13.8M | 240,668 | 0.00% | 31q | +3.5%+$463.3K |
| Tributary Capital Management, LLC | $12.5M | 218,146 | 1.03% | 31q | -2.9%-$372.4K |
| TWO SIGMA INVESTMENTS, LP | $12.3M | 213,740 | 0.01% | 21q | +17.7%+$1.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.1M | 192,503 | 0.03% | 23q | +0.7%+$77.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.3M | 144,188 | 0.00% | 31q | +2.7%+$214.9K |
| Sixth Street Partners Management Company, L.P. | $8.3M | 144,188 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $8.0M | 140,097 | 0.00% | 31q | -5.9%-$500.9K |
| AQR CAPITAL MANAGEMENT LLC | $7.9M | 137,726 | 0.00% | 22q | -6.1%-$516.0K |
| BANC FUNDS CO LLC | $7.5M | 131,160 | 1.24% | 31q | HELD |
| MORGAN STANLEY | $7.1M | 123,030 | 0.00% | 35q | -3.3%-$241.5K |
| VANGUARD FIDUCIARY TRUST CO | $6.5M | 112,722 | 0.00% | 2q | +2.2%+$141.4K |
| GOLDMAN SACHS GROUP INC | $5.8M | 101,031 | 0.00% | 31q | -10.4%-$671.2K |
| Bank of New York Mellon Corp | $5.6M | 98,102 | 0.00% | 31q | +5.9%+$312.5K |
| Rhino Investment Partners, Inc | $5.4M | 93,925 | 1.63% | new | NEW |
| CITADEL ADVISORS LLC | $5.3M | 93,094 | 0.00% | 3q | +221.8%+$3.7M |
| Siena Capital Partners GP, LLC | $4.8M | 83,966 | 1.17% | 4q | HELD |
| De Lisle Partners LLP | $4.3M | 75,649 | 0.47% | 10q | HELD |
| jvl associates llc | $3.9M | 67,194 | 1.09% | 35q | +2.6%+$96.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.7M | 64,904 | 0.00% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 62,019 | 0.00% | 31q | -5.9%-$223.0K |
| MALTESE CAPITAL MANAGEMENT LLC | $3.4M | 60,000 | 0.63% | new | NEW |
| Abundance Wealth Counselors | $3.2M | 56,181 | 0.21% | new | NEW |
| FRANKLIN RESOURCES INC | $3.2M | 55,462 | 0.00% | 12q | +4.5%+$136.6K |
| AMERIPRISE FINANCIAL INC | $3.2M | 55,186 | 0.00% | 23q | -49.9%-$3.2M |
| Elizabeth Park Capital Advisors, Ltd. | $2.9M | 50,971 | 2.02% | 3q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.8M | 48,392 | 0.01% | 11q | -0.9%-$26.3K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 47,323 | 0.00% | 7q | -1.7%-$48.1K |
| Rosenthal | Henry Capital Advisors, Inc. | $2.6M | 45,000 | 2.26% | 30q | HELD |
| WELLS FARGO & COMPANY/MN | $2.4M | 40,984 | 0.00% | 31q | -37.4%-$1.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 40,972 | 0.04% | 21q | -67.6%-$4.9M |
| Quantinno Capital Management LP | $2.4M | 40,940 | 0.00% | 6q | +53.1%+$815.8K |
| Nuveen, LLC | $2.3M | 39,563 | 0.00% | 6q | +28.2%+$500.0K |
| Creative Planning | $2.3M | 39,195 | 0.00% | 16q | +7.7%+$161.9K |
| Swiss National Bank | $1.9M | 32,900 | 0.00% | 31q | +8.2%+$143.6K |
| Empowered Funds, LLC | $1.8M | 30,969 | 0.01% | 2q | -60.8%-$2.8M |
| LaFleur & Godfrey LLC | $1.8M | 30,595 | 0.21% | 29q | -2.9%-$51.9K |
| Curi Capital, LLC | $1.5M | 26,654 | 0.02% | 2q | HELD |
| UBS Group AG | $1.5M | 26,490 | 0.00% | 31q | -25.7%-$525.3K |
| OSAIC HOLDINGS, INC. | $1.5M | 25,270 | 0.00% | 26q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.4M | 24,134 | 0.00% | 14q | -0.7%-$9.6K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 24,033 | 0.00% | 31q | -34.7%-$731.8K |
| Invesco Ltd. | $1.4M | 23,693 | 0.00% | 31q | +5.1%+$65.7K |
| XTX Topco Ltd | $1.3M | 23,119 | 0.02% | 2q | +165.6%+$827.7K |
| Focus Partners Advisor Solutions, LLC | $1.3M | 22,731 | 0.01% | 14q | -3.0%-$40.5K |
| CREDIT AGRICOLE S A | $1.3M | 22,442 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $1.3M | 21,943 | 0.00% | 31q | +3.5%+$42.7K |
| State of New Jersey Common Pension Fund D | $1.2M | 21,761 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.2M | 21,405 | 0.00% | 31q | +4.0%+$47.1K |
| Man Group plc | $1.1M | 19,924 | 0.00% | 8q | +21.1%+$199.4K |
| Discipline Wealth Solutions, LLC | $1.1M | 19,826 | 0.10% | 2q | HELD |
| Cerity Partners LLC | $1.1M | 19,632 | 0.00% | 10q | -8.1%-$99.9K |
| VICTORY CAPITAL MANAGEMENT INC | $1.1M | 19,450 | 0.00% | 31q | +6.9%+$71.8K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 21,561 | 0.00% | 31q | HELD |
| FEDERATED HERMES, INC. | $1.0M | 18,005 | 0.00% | 31q | +15.2%+$136.4K |
| DEUTSCHE BANK AG\ | $1.0M | 17,934 | 0.00% | 34q | +42.1%+$305.2K |
| IEQ CAPITAL, LLC | $1.0M | 17,704 | 0.00% | 6q | -11.8%-$136.1K |
| BAILARD, INC. | $1.0M | 17,601 | 0.02% | 7q | +1.1%+$11.5K |
| CITIGROUP INC | $1.0M | 17,597 | 0.00% | 31q | +58.6%+$373.5K |
| Baird Financial Group, Inc. | $1.0M | 17,475 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $998.2K | 17,384 | 0.00% | 11q | -3.2%-$32.7K |
| Round Hill Asset Management | $971.8K | 16,925 | 0.61% | 31q | HELD |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $927.9K | 16,159 | 0.02% | 12q | -1.6%-$14.7K |
| FIDUCIARY FINANCIAL ADVISORS | $914.3K | 15,923 | 0.09% | new | NEW |
| CHICAGO TRUST Co NA | $895.2K | 15,591 | 0.13% | 5q | HELD |
| Atom Investors LP | $869.6K | 15,145 | 0.08% | new | NEW |
| STRS OHIO | $826.8K | 14,400 | 0.00% | 31q | +8.3%+$63.2K |
| LPL Financial LLC | $823.1K | 14,334 | 0.00% | 19q | -0.6%-$4.9K |
| Hennion & Walsh Asset Management, Inc. | $759.0K | 13,219 | 0.02% | 18q | -0.6%-$4.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $743.0K | 12,939 | 0.00% | 9q | +36.5%+$198.6K |
| Legal & General Group Plc | $732.2K | 12,752 | 0.00% | 31q | -12.3%-$102.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $730.6K | 12,724 | 0.00% | 2q | +38.5%+$202.9K |
| BLAIR WILLIAM & CO/IL | $704.9K | 12,276 | 0.00% | 2q | +0.7%+$5.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $683.3K | 11,900 | 0.00% | 3q | HELD |
| Inspire Investing, LLC | $681.4K | 11,867 | 0.03% | 10q | +16.8%+$98.0K |
| Daytona Street Capital LLC | $673.8K | 11,856 | 0.49% | 3q | -3.3%-$23.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $673.1K | 11,722 | 0.00% | 18q | -3.3%-$22.9K |
| Point72 Asset Management, L.P. | $668.0K | 11,634 | 0.00% | new | NEW |
| Shakespeare Wealth Management, LLC | $664.6K | 11,574 | 0.18% | 24q | HELD |
| Strategies Wealth Advisors, LLC | $639.4K | 11,136 | 0.06% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $626.3K | 10,971 | 0.00% | 7q | -3.0%-$19.5K |
| Allianz Asset Management GmbH | $622.8K | 12,332 | 0.00% | 10q | HELD |
| Bluebird Wealth Management LLC | $609.3K | 10,612 | 0.53% | new | NEW |
| ROYAL BANK OF CANADA | $609.0K | 10,611 | 0.00% | 31q | -8.2%-$54.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $579.8K | 10,098 | 0.01% | new | NEW |
| ALPS ADVISORS INC | $575.1K | 10,016 | 0.00% | 2q | +1.0%+$5.5K |
| BNP PARIBAS FINANCIAL MARKETS | $571.8K | 9,959 | 0.00% | 31q | +23.3%+$108.1K |
| MetLife Investment Management, LLC | $555.1K | 9,668 | 0.00% | 32q | +6.5%+$33.9K |
| Rafferty Asset Management, LLC | $551.1K | 9,598 | 0.00% | 11q | -6.2%-$36.6K |
| Azimuth Capital Investment Management LLC | $527.6K | 9,189 | 0.02% | 17q | HELD |
Showing the largest 100 of 207 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 194 | $681.8M | 11,878,858 | 33 | 62 | 56 | 0.0% |
| Q1 2026 | 186 | $575.9M | 11,406,237 | 21 | 63 | 46 | 0.0% |
| Q4 2025 | 176 | $496.7M | 10,325,530 | 13 | 51 | 70 | 0.0% |
| Q3 2025 | 183 | $469.0M | 10,421,290 | 19 | 76 | 49 | 0.0% |
| Q2 2025 | 181 | $464.6M | 10,009,872 | 16 | 60 | 57 | 0.0% |
| Q1 2025 | 179 | $431.6M | 9,934,158 | 26 | 64 | 55 | 0.0% |
| Q4 2024 | 162 | $438.8M | 9,861,174 | 19 | 60 | 39 | 0.0% |
| Q3 2024 | 145 | $420.9M | 9,633,333 | 11 | 47 | 44 | 0.0% |
| Q2 2024 | 148 | $383.8M | 9,453,728 | 17 | 45 | 49 | 0.1% |
| Q1 2024 | 139 | $329.7M | 8,552,908 | 21 | 42 | 44 | 0.1% |
| Q4 2023 | 127 | $330.0M | 8,148,297 | 14 | 41 | 31 | 0.3% |
| Q3 2023 | 115 | $237.6M | 7,685,217 | 18 | 42 | 29 | 0.0% |
| Q2 2023 | 103 | $209.6M | 7,581,357 | 4 | 34 | 42 | 0.0% |
| Q1 2023 | 106 | $225.6M | 7,378,975 | 13 | 37 | 31 | 0.0% |
| Q4 2022 | 100 | $182.7M | 5,456,186 | 16 | 31 | 26 | 0.0% |
| Q3 2022 | 124 | $261.8M | 8,802,947 | 11 | 32 | 39 | 0.1% |
| Q2 2022 | 127 | $283.0M | 8,859,154 | 16 | 41 | 37 | 0.0% |
| Q1 2022 | 121 | $307.7M | 8,684,592 | 10 | 38 | 43 | 0.0% |
| Q4 2021 | 118 | $297.6M | 8,495,960 | 10 | 23 | 41 | 0.0% |
| Q3 2021 | 114 | $268.9M | 8,396,966 | 7 | 34 | 37 | 0.0% |
| Q2 2021 | 112 | $259.9M | 8,601,574 | 7 | 35 | 40 | 0.0% |
| Q1 2021 | 117 | $289.4M | 8,877,528 | 17 | 27 | 40 | 0.3% |
| Q4 2020 | 103 | $244.3M | 8,992,731 | 17 | 29 | 33 | 0.0% |
| Q3 2020 | 95 | $156.9M | 8,687,330 | 8 | 20 | 34 | 0.2% |
| Q2 2020 | 99 | $199.8M | 8,843,391 | 12 | 34 | 30 | 0.0% |
| Q1 2020 | 97 | $188.5M | 8,905,972 | 4 | 42 | 30 | 0.0% |
| Q4 2019 | 112 | $342.4M | 9,390,081 | 9 | 38 | 37 | 0.0% |
| Q3 2019 | 109 | $295.5M | 9,010,258 | 12 | 40 | 30 | 0.0% |
| Q2 2019 | 104 | $295.0M | 9,001,181 | 15 | 34 | 25 | 0.6% |
| Q1 2019 | 101 | $290.5M | 8,877,540 | 9 | 32 | 33 | 0.0% |
| Q4 2018 | 105 | $266.7M | 9,343,585 | 1 | 2 | 5 | 0.2% |