MERIDIAN CORP (MRBK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
99
Reporting holders
$147.6M
Reported value
61.8%
Of shares outstanding
0.0%
Held as options
+12
Holder change
Institutions report 7,369,504 shares against 11,929,048 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. | $13.8M | 690,544 | 0.00% | 8q | +23.6%+$2.6M |
| STRATEGIC VALUE BANK PARTNERS LLC | $13.0M | 651,298 | 9.13% | 19q | HELD |
| Fourthstone LLC | $10.8M | 538,390 | 7.68% | 21q | -54.2%-$12.8M |
| DIMENSIONAL FUND ADVISORS LP | $10.0M | 497,805 | 0.00% | 26q | +14.7%+$1.3M |
| FIRST MANHATTAN CO. LLC. | $8.8M | 437,696 | 0.02% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.7M | 434,281 | 0.00% | 2q | -10.8%-$1.1M |
| BANC FUNDS CO LLC | $7.7M | 382,533 | 1.27% | 31q | +3.6%+$264.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 280,264 | 0.00% | 25q | +31.5%+$1.3M |
| AMERICAN CENTURY COMPANIES INC | $5.2M | 258,339 | 0.00% | 6q | +34.1%+$1.3M |
| Qube Research & Technologies Ltd | $4.4M | 217,353 | 0.00% | 2q | +312.7%+$3.3M |
| TWO SIGMA INVESTMENTS, LP | $3.8M | 191,059 | 0.00% | 4q | +72.2%+$1.6M |
| STATE STREET CORP | $3.7M | 186,047 | 0.00% | 26q | +40.8%+$1.1M |
| Nuveen, LLC | $3.6M | 179,173 | 0.00% | 5q | +6.1%+$206.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.5M | 176,606 | 0.00% | 22q | +6.1%+$203.6K |
| Wick Capital Partners, LLC | $2.9M | 144,516 | 0.44% | 16q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.6M | 129,471 | 0.00% | 8q | -6.2%-$171.5K |
| Trexquant Investment LP | $2.0M | 99,196 | 0.01% | 6q | +10.9%+$194.9K |
| MARSHALL WACE, LLP | $1.7M | 87,067 | 0.00% | 6q | +30.9%+$411.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.7M | 86,641 | 0.01% | new | NEW |
| MORGAN STANLEY | $1.7M | 85,558 | 0.00% | 27q | +31.5%+$410.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 85,196 | 0.00% | 2q | +36.0%+$451.3K |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 81,640 | 0.00% | 4q | +91.3%+$780.6K |
| GOLDMAN SACHS GROUP INC | $1.6M | 81,067 | 0.00% | 7q | +3.4%+$52.7K |
| SEGALL BRYANT & HAMILL, LLC | $1.6M | 79,285 | 0.02% | 4q | HELD |
| NORTHERN TRUST CORP | $1.5M | 75,804 | 0.00% | 25q | +13.9%+$185.4K |
| Meridian Wealth Partners, LLC | $1.3M | 66,850 | 0.16% | 27q | HELD |
| Squarepoint Ops LLC | $1.3M | 64,257 | 0.00% | 4q | +103.9%+$655.8K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 63,547 | 0.00% | 2q | +6.1%+$73.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.2M | 61,203 | 0.02% | 29q | HELD |
| Key Financial Inc | $1.2M | 59,366 | 0.19% | 4q | HELD |
| SummerHaven Investment Management, LLC | $1.1M | 54,421 | 0.58% | 4q | HELD |
| Russell Investments Group, Ltd. | $1.1M | 52,447 | 0.00% | 7q | -22.2%-$299.1K |
| AMERIPRISE FINANCIAL INC | $947.3K | 47,294 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $855.3K | 42,699 | 0.00% | 25q | +9.6%+$74.6K |
| MILLENNIUM MANAGEMENT LLC | $809.8K | 40,428 | 0.00% | 21q | +70.5%+$335.0K |
| BARCLAYS PLC | $732.1K | 36,549 | 0.00% | 25q | -0.8%-$5.8K |
| CITADEL ADVISORS LLC | $684.5K | 34,176 | 0.00% | 8q | +78.2%+$300.3K |
| XTX Topco Ltd | $683.1K | 34,105 | 0.01% | new | NEW |
| Ancora Advisors LLC | $660.2K | 32,960 | 0.01% | 7q | -36.6%-$381.2K |
| Quadrature Capital Ltd | $652.3K | 32,568 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $552.8K | 27,600 | 0.00% | 5q | +16.4%+$77.7K |
| Sixth Street Partners Management Company, L.P. | $552.8K | 27,600 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $527.8K | 26,335 | 0.00% | 13q | +580.8%+$450.2K |
| MENDON CAPITAL ADVISORS CORP | $525.1K | 26,216 | 0.19% | 11q | -1.9%-$10.1K |
| HSBC HOLDINGS PLC | $514.7K | 25,609 | 0.00% | 2q | +17.0%+$74.7K |
| Traynor Capital Management, Inc. | $500.8K | 25,000 | 0.02% | 4q | HELD |
| Man Group plc | $465.6K | 23,247 | 0.00% | 4q | +21.6%+$82.6K |
| Jump Financial, LLC | $446.3K | 22,281 | 0.00% | 5q | -1.0%-$4.4K |
| Invesco Ltd. | $351.0K | 17,526 | 0.00% | 5q | +13.5%+$41.8K |
| Point72 Asset Management, L.P. | $339.5K | 16,951 | 0.00% | 3q | -1.2%-$4.2K |
| ALGERT GLOBAL LLC | $308.7K | 15,413 | 0.00% | 2q | -86.1%-$1.9M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $293.8K | 14,670 | 0.02% | 3q | -24.7%-$96.3K |
| Borer Denton & Associates, Inc. | $273.0K | 13,629 | 0.09% | new | NEW |
| UBS Group AG | $266.8K | 13,319 | 0.00% | 31q | +70.0%+$109.8K |
| BANK OF AMERICA CORP /DE/ | $262.2K | 13,090 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $259.5K | 12,954 | 0.00% | 3q | +3.4%+$8.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $255.0K | 12,730 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $240.3K | 11,996 | 0.00% | 5q | +3.8%+$8.7K |
| MARTINGALE ASSET MANAGEMENT L P | $236.6K | 11,812 | 0.01% | 2q | +1.5%+$3.4K |
| Brevan Howard Capital Management LP | $235.7K | 11,769 | 0.00% | new | NEW |
| ELCO Management Co., LLC | $224.7K | 11,216 | 0.10% | 15q | -4.3%-$10.1K |
| Schonfeld Strategic Advisors LLC | $220.5K | 11,011 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $201.1K | 10,039 | 0.00% | new | NEW |
| Strid Group, LLC | $200.3K | 10,000 | 0.02% | 10q | HELD |
| DEUTSCHE BANK AG\ | $190.2K | 9,497 | 0.00% | 4q | +33.3%+$47.5K |
| WELLS FARGO & COMPANY/MN | $189.7K | 9,471 | 0.00% | 26q | +17.1%+$27.7K |
| PNC Financial Services Group, Inc. | $162.2K | 8,096 | 0.00% | 9q | +134.1%+$92.9K |
| ROYAL BANK OF CANADA | $133.0K | 6,663 | 0.00% | 23q | +28.4%+$29.4K |
| MetLife Investment Management, LLC | $111.8K | 5,580 | 0.00% | 4q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $91.2K | 4,555 | 0.00% | 4q | -83.3%-$455.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $89.8K | 4,482 | 0.00% | 5q | HELD |
| CITIGROUP INC | $89.6K | 4,475 | 0.00% | 11q | +917.0%+$80.8K |
| Vanguard Global Advisers, LLC | $86.5K | 4,317 | 0.00% | 2q | -46.2%-$74.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $72.1K | 3,600 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $66.6K | 3,326 | 0.00% | 25q | +67.6%+$26.9K |
| STRS OHIO | $64.1K | 3,200 | 0.00% | 5q | +23.1%+$12.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $51.6K | 2,577 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $42.3K | 2,114 | 0.00% | 4q | HELD |
| Legal & General Group Plc | $21.3K | 1,064 | 0.00% | 5q | +30.6%+$5.0K |
| Ameritas Investment Partners, Inc. | $18.5K | 926 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $15.7K | 782 | 0.00% | 4q | -42.8%-$11.7K |
| FMR LLC | $13.1K | 653 | 0.00% | 5q | +16.0%+$1.8K |
| Arax Advisory Partners | $9.7K | 482 | 0.00% | 2q | +904.2%+$8.7K |
| ASSETMARK, INC | $7.9K | 395 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $6.3K | 313,468 | 0.01% | 30q | +24.9%+$1.3K |
| GAMMA Investing LLC | $5.9K | 297 | 0.00% | 4q | +51.5%+$2.0K |
| Integrated Wealth Concepts LLC | $5.9K | 293 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.9K | 196 | 0.00% | 5q | -25.2%-$1.3K |
| Allworth Financial LP | $3.6K | 181 | 0.00% | 4q | +31.2% |
| IFP Advisors, Inc | $2.8K | 140 | 0.00% | 4q | +55.6%+$1.0K |
| FEDERATED HERMES, INC. | $2.3K | 116 | 0.00% | 2q | +152.2%+$1.4K |
| Farther Finance Advisors, LLC | $2.1K | 105 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.6K | 81 | 0.00% | new | NEW |
| LSV ASSET MANAGEMENT | $1.3K | 67,256 | 0.00% | 19q | HELD |
| ROTHSCHILD INVESTMENT LLC | $1.3K | 63 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $681 | 34,042 | 0.00% | new | NEW |
| True Wealth Design, LLC | $241 | 12 | 0.00% | 4q | -20.0% |
| Essential Partners LLC | $240 | 12 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $201 | 10 | 0.00% | 3q | +25.0% |
| Basecamp Wealth Advisors LLC | $200 | 10 | 0.00% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Fourthstone LLCwith 5 co-filers | 4.5% |
| 2026-07-29 | 13G | BlackRock, Inc. | 5.3% |
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 | 99 | $147.6M | 7,369,504 | 18 | 46 | 18 | 0.0% |
| Q1 2026 | 87 | $138.0M | 7,332,738 | 8 | 25 | 28 | 0.0% |
| Q4 2025 | 81 | $126.1M | 7,185,922 | 7 | 37 | 17 | 0.0% |
| Q3 2025 | 77 | $110.9M | 7,028,049 | 24 | 27 | 17 | 0.0% |
| Q2 2025 | 58 | $85.5M | 6,631,054 | 14 | 23 | 12 | 0.0% |
| Q1 2025 | 58 | $92.0M | 6,391,508 | 11 | 17 | 18 | 0.0% |
| Q4 2024 | 49 | $88.6M | 6,463,515 | 9 | 21 | 7 | 0.0% |
| Q3 2024 | 39 | $75.6M | 5,982,109 | 2 | 14 | 8 | 0.0% |
| Q2 2024 | 38 | $61.8M | 5,859,997 | 2 | 6 | 13 | 0.0% |
| Q1 2024 | 36 | $51.8M | 5,200,524 | 1 | 12 | 15 | 0.0% |
| Q4 2023 | 39 | $71.3M | 5,129,607 | 5 | 13 | 9 | 0.0% |
| Q3 2023 | 38 | $51.6M | 5,263,147 | 5 | 7 | 11 | 0.0% |
| Q2 2023 | 38 | $58.0M | 5,914,187 | 4 | 8 | 13 | 0.0% |
| Q1 2023 | 38 | $69.5M | 5,516,409 | 3 | 32 | 3 | 0.0% |
| Q4 2022 | 35 | $75.4M | 2,488,006 | 6 | 6 | 11 | 0.0% |
| Q3 2022 | 40 | $97.9M | 3,354,729 | 1 | 12 | 13 | 0.0% |
| Q2 2022 | 39 | $103.5M | 3,416,972 | 0 | 12 | 12 | 0.0% |
| Q1 2022 | 48 | $111.5M | 3,475,598 | 1 | 17 | 12 | 0.0% |
| Q4 2021 | 53 | $128.1M | 3,484,580 | 7 | 13 | 15 | 0.0% |
| Q3 2021 | 47 | $80.7M | 2,811,018 | 2 | 11 | 17 | 0.0% |
| Q2 2021 | 51 | $75.9M | 2,891,415 | 10 | 10 | 20 | 0.0% |
| Q1 2021 | 55 | $81.5M | 3,136,853 | 8 | 21 | 11 | 0.0% |
| Q4 2020 | 48 | $61.1M | 2,937,361 | 5 | 17 | 8 | 0.0% |
| Q3 2020 | 44 | $46.2M | 2,864,415 | 3 | 12 | 17 | 0.0% |
| Q2 2020 | 44 | $48.3M | 3,043,811 | 18 | 15 | 8 | 0.0% |
| Q1 2020 | 31 | $39.4M | 2,879,218 | 7 | 7 | 7 | 0.0% |
| Q4 2019 | 26 | $66.2M | 3,280,773 | 1 | 4 | 7 | 0.0% |
| Q3 2019 | 28 | $59.2M | 3,340,445 | 3 | 7 | 6 | 0.0% |
| Q2 2019 | 27 | $55.6M | 3,292,507 | 3 | 11 | 3 | 0.0% |
| Q1 2019 | 25 | $58.9M | 3,264,620 | 3 | 4 | 5 | 0.0% |
| Q4 2018 | 22 | $49.7M | 2,918,201 | 0 | 0 | 0 | 0.0% |