Merchants Bancorp Ownership | Who Owns Merchants Bancorp?
Merchants Bancorp Ownership Summary
Merchants Bancorp is owned by 98.83% institutional investors, 45.94% insiders. Elser financial planning is the largest institutional shareholder, holding 58.37% of MBIN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.90% of its assets in Merchants Bancorp shares.
MBIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Merchants Bancorp | 98.83% | 45.94% | -44.77% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Elser financial planning | 26.81M | 58.37% | $1.34B |
| Blackrock funding, inc. /de | 4.11M | 8.94% | $205.26M |
| Dimensional fund advisors lp | 1.83M | 3.98% | $91.36M |
| Blackrock | 1.45M | 3.34% | $58.65M |
| Vanguard group | 1.41M | 3.08% | $48.18M |
| State street | 1.07M | 2.32% | $53.46M |
| Macquarie management | 1.04M | 2.28% | $52.25M |
| Vanguard capital management | 1.02M | 2.21% | $50.79M |
| American century companies | 837.05K | 1.82% | $41.85M |
| Doma perpetual capital management | 810.08K | 1.76% | $40.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elser financial planning | 26.81M | 58.12% | $1.34B |
| Doma perpetual capital management | 810.08K | 9.40% | $40.50M |
| Ballast asset management, lp | 135.27K | 2.70% | $6.76M |
| Banc funds | 285.06K | 2.35% | $14.25M |
| Denali advisors | 174.58K | 0.88% | $8.73M |
| Ejf capital | 36.30K | 0.67% | $1.15M |
| Basswood capital management | 273.75K | 0.54% | $13.69M |
| Aldebaran capital | 10.13K | 0.38% | $506.25K |
| Pacific ridge capital partners | 28.43K | 0.26% | $1.42M |
| Valeo financial advisors | 227.00K | 0.24% | $11.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 252.55K | 0.00% | 252.55K |
| American century companies | 837.05K | 0.02% | 94.42K |
| Invesco | 240.40K | 0.00% | 85.33K |
| Dimensional fund advisors lp | 1.83M | 0.02% | 68.16K |
| Blackrock funding, inc. /de | 4.11M | 0.00% | 54.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -897.07K |
| Doma perpetual capital management | 810.08K | 9.40% | -305.51K |
| Fj capital management | - | - | -297.16K |
| Pl capital advisors | - | - | -188.29K |
| Elser financial planning | 26.81M | 58.12% | -174.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 252.55K | 0.00% | 252.55K | $12.63M |
| Two sigma advisers, lp | 37.20K | 0.00% | 37.20K | $1.18M |
| Ejf capital | 36.30K | 0.67% | 36.30K | $1.15M |
| Exoduspoint capital management, lp | 25.67K | 0.01% | 25.67K | $1.28M |
| Lji wealth management | 15.00K | 0.11% | 15.00K | $750.00K |
Sold Out
| Holder | Change |
|---|---|
| Atwood & palmer | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Wealthtrak capital management | -5.00 |
| Bruce g. allen investments | -6.00 |
| Stephens consulting | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 192 | 6.08% | 45,393,259 | -0.25% | 98 | 1.00% | 88 | -16.98% | 61 | 27.08% |
| Mar 31, 2026 | 174 | 14.47% | 45,360,506 | 182.19% | 98 | 8.06% | 103 | 43.06% | 46 | -14.81% |
| Dec 31, 2025 | 37 | -76.88% | 2,380,442 | -84.89% | 5 | 0.44% | 16 | -82.80% | 12 | -65.71% |
| Sep 30, 2025 | 48 | -66.90% | 3,262,005 | -92.19% | 7 | 0.09% | 22 | -75.56% | 12 | -64.71% |
| Jun 30, 2025 | 152 | -6.75% | 42,348,139 | 184.26% | 92 | 8.73% | 91 | 13.75% | 39 | -29.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.79M | 3.90% | -4.21K |
| Avantis US Small Cap Value ETF | 722.18K | 1.57% | 600.00 |
| Nomura Small Cap Value A | 672.73K | 1.46% | - |
| Delaware Sm-Cap Val Eq | 672.73K | 1.46% | -49.20K |
| iShares Russell 2000 ETF | 658.72K | 1.43% | -11.71K |
| Vanguard Total Stock Mkt Idx Inv | 657.69K | 1.43% | 9.40K |
| Vanguard MStar Total Stk Mkt Idx Invest | 657.69K | 1.43% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 657.69K | 1.43% | 9.40K |
| Macquarie Small Cap Value A | 607.93K | 1.32% | -12.52K |
| Vanguard US Total Market Shares ETF | 577.80K | 1.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 30, 2026 | Kaercher Julia L. | - | Sell | $496.80K |
| Jul 30, 2026 | Petrie Michael F. | Chairman and CEO | Sell | $496.80K |
| May 05, 2026 | Petrie Michael F. | Chairman and CEO | Sell | $935.00K |
| May 06, 2026 | Petrie Michael F. | Chairman and CEO | Sell | $390.53K |
| May 05, 2026 | Petrie Michael F. | Chairman and CEO | Sell | $500.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 13 |
| 2025 Q4 | 1 | 16 |
| 2025 Q3 | 6 | - |
MBIN Ownership FAQ
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