Meridian Ownership | Who Owns Meridian?

Overview Forecast RevenueFinancials Chart

Meridian Ownership Summary

Meridian is owned by 65.69% institutional investors, 20.51% insiders, and 13.80% retail investors. Fourthstone is the largest institutional shareholder, holding 10.18% of MRBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.27% of its assets in Meridian shares.

MRBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Meridian	65.69%	20.51%	13.80%
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
Fourthstone	1.18M	10.18%	$22.28M
Strategic value bank partners	651.30K	5.64%	$12.35M
Vanguard group	584.07K	5.16%	$10.27M
Blackrock funding, inc. /de	558.53K	4.84%	$10.59M
First manhattan co. llc.	437.70K	3.79%	$8.30M
Dimensional fund advisors lp	434.00K	3.76%	$8.23M
Banc funds	369.33K	3.20%	$7.00M
Acadian asset management	250.94K	2.17%	$4.75M
Geode capital management	213.06K	1.85%	$4.04M
Blackrock	200.78K	1.81%	$2.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	651.30K	6.64%	$12.35M
Fourthstone	1.18M	3.78%	$22.28M
Banc funds	369.33K	1.30%	$7.00M
Summerhaven investment management	54.42K	0.63%	$1.03M
Wick capital partners	144.52K	0.50%	$2.74M
Key financial	59.37K	0.20%	$1.13M
Mendon capital advisors	26.72K	0.20%	$506.65K
Meridian wealth partners	66.84K	0.17%	$1.27M
Elco management	11.72K	0.11%	$222.25K
Traynor capital management	25.00K	0.03%	$471.75K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	59.87K	0.00%	59.87K
American century companies	192.68K	0.00%	56.83K
Algert global	55.35K	0.02%	55.35K
Fourthstone	1.18M	3.78%	53.53K
Qube research	52.67K	0.00%	52.67K

Top Sellers

Holder	Shares	% Assets	Change
Ategra capital management	-	-	-239.21K
Truffle hound capital	-	-	-124.30K
Gator capital management	-	-	-81.46K
Wealth enhancement advisory services	-	-	-59.47K
Marshall wace, llp	66.54K	0.00%	-50.03K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	59.87K	0.00%	59.87K	$1.14M
Algert global	55.35K	0.02%	55.35K	$1.05M
Qube research	52.67K	0.00%	52.67K	$998.64K
Hsbc	21.89K	0.00%	21.89K	$415.93K
Two sigma advisers, lp	19.00K	0.00%	19.00K	$300.01K

Sold Out

Holder	Change
Innealta capital	-1.00
Sbi securities	-1.00
Clearstead advisors	-4.00
Northwestern mutual wealth management	-16.00
Covestor	-31.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	104	11.83%	7,790,159	2.57%	65	1.59%	68	65.85%	20	-35.48%
Mar 31, 2026	38	-56.82%	2,424,464	-67.56%	21	0.51%	14	-72.55%	11	-35.29%
Dec 31, 2025	59	-28.92%	5,790,492	-20.19%	51	1.22%	31	-43.64%	12	-33.33%
Sep 30, 2025	81	28.57%	7,255,353	6.55%	64	1.75%	53	32.50%	18	20.00%
Jun 30, 2025	63	5.00%	6,809,655	3.15%	60	1.75%	40	29.03%	15	-21.05%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	368.76K	3.27%	875.00
Vanguard Morn Total Stk Mkt Idx Investor	313.34K	2.64%	-45.70K
Vanguard Total Stock Mkt Idx Inv	313.34K	2.64%	-45.70K
Vanguard MStar Total Stk Mkt Idx Invest	313.34K	2.63%	-
iShares Russell 2000 ETF	301.95K	2.54%	-5.38K
Avantis US Small Cap Value ETF	242.81K	2.04%	550.00
CREF Total Global Stock Account R3	162.21K	1.36%	-
Vanguard Institutional Extnd Mkt Idx Tr	111.65K	0.94%	-
DFA US Small Cap Value I	109.39K	0.92%	4.22K
iShares Russell 2000 Value ETF	93.41K	0.79%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 11, 2026	Warriner Kenneth Thomas	-	Buy	$18.00K
May 13, 2026	Imbesi Anthony Mark	-	Buy	$17.38K
Apr 30, 2026	Warriner Kenneth Thomas	-	Buy	$18.41K
Aug 27, 2025	Imbesi Anthony Mark	-	Buy	$8.21K
May 19, 2025	Holland Robert T.	-	Buy	$125.01

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	1	-
2025 Q2	9	-

MRBK Ownership FAQ

Who Owns Meridian?

Meridian shareholders are primarily institutional investors at 65.69%, followed by 20.51% insiders and 13.80% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 56.79%, which Meridian exceeds.

Who owns the most shares of Meridian?

Meridian’s largest shareholders are Fourthstone (1.18M shares, 10.18%), Strategic value bank partners (651.3K shares, 5.64%), and Vanguard group (584.07K shares, 5.16%). Together, they hold 20.98% of Meridian’s total shares outstanding.

Does Blackrock own Meridian?

Yes, BlackRock owns 1.81% of Meridian, totaling 200.78K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 2.11M$. In the last quarter, BlackRock increased its holdings by 8.9K shares, a 4.64% change.

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

Strategic value bank partners is Meridian’s biggest shareholder by percentage of total assets invested, with 6.64% of its assets in 651.3K Meridian shares, valued at 12.35M$.

Who is the top mutual fund holder of Meridian shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Meridian shares, with 3.27% of its total shares outstanding invested in 368.76K Meridian shares.

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