First Merchants Ownership | Who Owns First Merchants?


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First Merchants Ownership Summary


First Merchants is owned by 73.74% institutional investors, 1.56% insiders, and 24.70% retail investors. Vanguard group is the largest institutional shareholder, holding 10.94% of FRME shares. iShares Russell 2000 ETF is the top mutual fund, with 2.90% of its assets in First Merchants shares.

FRME Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFirst Merchants73.74%1.56%24.70%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.46M10.94%$215.13M
Blackrock4.83M8.18%$160.84M
Dimensional fund advisors lp3.48M5.88%$115.68M
Earnest partners2.69M4.56%$89.68M
State street2.05M3.47%$68.27M
American century companies1.46M2.48%$48.68M
Geode capital management1.39M2.35%$46.26M
Victory capital management1.02M1.73%$33.99M
Principal financial group874.57K1.48%$29.11M
William blair investment management825.25K1.40%$27.47M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pl capital advisors686.33K9.50%$22.85M
John w. rosenthal capital management75.70K3.57%$2.52M
Petiole usa94.05K2.63%$3.13M
Cardinal capital management llc /ct275.89K2.51%$9.18M
Denali advisors204.18K1.86%$6.80M
First merchants581.86K0.78%$19.37M
Mesirow institutional investment management246.85K0.72%$8.22M
Aurora investment counsel35.71K0.70%$1.19M
Systematic financial management lp589.36K0.60%$19.62M
Earnest partners2.69M0.42%$89.68M

Top Buyers

HolderShares% AssetsChange
First merchants581.86K0.78%477.46K
Norges bank298.15K0.00%298.15K
Mesirow institutional investment management246.85K0.72%246.85K
State street2.05M0.00%190.64K
Dimensional fund advisors lp3.48M0.03%180.32K

Top Sellers

HolderShares% AssetsChange
Cardinal capital management llc /ct275.89K2.51%-1.07M
Macquarie group---167.29K
Bnp paribas asset management---157.49K
Oneascent financial services---128.60K
Guggenheim capital256.12K0.06%-102.34K

New Positions

HolderShares% AssetsChangeValue
Norges bank298.15K0.00%298.15K$9.93M
Mesirow institutional investment management246.85K0.72%246.85K$8.22M
Voloridge investment management81.77K0.01%81.77K$2.72M
Corebridge financial31.38K0.01%31.38K$1.04M
Mirae asset global etfs29.29K0.00%29.29K$974.93K

Sold Out

HolderChange
Newedge advisors-2.00
Tfo-tdc-3.00
Nelson, van denburg & campbell wealth management group-14.00
International assets investment management-21.00
Geneos wealth management-25.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242395.29%42,823,6700.40%731.41%1204.35%681.49%
Jun 30, 2024222-2.63%42,549,846-0.14%721.38%11221.74%67-20.24%
Mar 31, 20242281.79%42,607,558-2.74%721.32%92-21.37%8412.00%
Dec 31, 20232248.21%43,805,9404.79%731.49%11712.50%7520.97%
Sep 30, 2023207-41,804,360-2.15%701.36%104-0.95%625.08%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF1.70M2.90%-3.56K
Vanguard Total Stock Mkt Idx Inv1.67M2.84%-16.50K
Vanguard Small Cap Index1.39M2.37%2.75K
Harbor Small Cap Value Instl1.07M1.84%-77.34K
Vanguard Small Cap Value Index Inv941.76K1.61%-324.00
Vanguard Institutional Extnd Mkt Idx Tr882.44K1.50%-3.20K
DFA US Small Cap Value I806.28K1.37%8.11K
American Century Small Cap Value Inv690.00K1.18%-15.00K
American Century U.S. Small Cap Value690.00K1.18%-15.00K
Fidelity Small Cap Index598.87K1.02%-15.14K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 08, 2024Fehring Patrick J.-Sell$1.14M
Aug 09, 2024HARDWICK MARK K Chief Executive OfficerSell$475.92K
May 30, 2024Fehring Patrick J.-Sell$778.16K
Mar 29, 2024Stewart Michael J PresidentBuy$1.07K
Feb 28, 2024FLUHLER STEPHAN Chief Information OfficerBuy$105.91K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3-1
2024 Q2-1
2024 Q113
2023 Q421

FRME Ownership FAQ


Who Owns First Merchants?

First Merchants shareholders are primarily institutional investors at 73.74%, followed by 1.56% insiders and 24.70% retail investors. The average institutional ownership in First Merchants's industry, Regional Banks Stocks, is 51.67%, which First Merchants exceeds.

Who owns the most shares of First Merchants?

First Merchants’s largest shareholders are Vanguard group (6.46M shares, 10.94%), Blackrock (4.83M shares, 8.18%), and Dimensional fund advisors lp (3.48M shares, 5.88%). Together, they hold 25.00% of First Merchants’s total shares outstanding.

Does Blackrock own First Merchants?

Yes, BlackRock owns 8.18% of First Merchants, totaling 4.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 160.84M$. In the last quarter, BlackRock decreased its holdings by -92.727K shares, a -1.88% change.

Who is First Merchants’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is First Merchants’s biggest shareholder by percentage of total assets invested, with 9.50% of its assets in 686.33K First Merchants shares, valued at 22.85M$.

Who is the top mutual fund holder of First Merchants shares?

iShares Russell 2000 ETF is the top mutual fund holder of First Merchants shares, with 2.90% of its total shares outstanding invested in 1.7M First Merchants shares.

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