Meridian Ownership | Who Owns Meridian?

Overview Forecast RevenueFinancials Chart

Meridian Ownership Summary

Meridian is owned by 60.72% institutional investors, 20.86% insiders, and 18.42% retail investors. Fourthstone is the largest institutional shareholder, holding 9.99% 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	60.72%	20.86%	18.42%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fourthstone	1.11M	9.99%	$15.22M
Ategra capital management	769.75K	6.87%	$11.08M
Strategic value bank partners	651.30K	5.81%	$8.40M
Banc funds	600.41K	5.35%	$7.74M
Vanguard group	532.89K	4.80%	$7.31M
Blackrock funding, inc. /de	508.51K	4.53%	$6.55M
First manhattan co. llc.	430.07K	3.83%	$5.54M
Dimensional fund advisors lp	210.76K	1.90%	$2.89M
Millennium management	205.14K	1.83%	$2.95M
Blackrock	200.78K	1.81%	$2.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ategra capital management	769.75K	8.62%	$11.08M
Strategic value bank partners	651.30K	4.80%	$8.40M
Fourthstone	1.11M	2.97%	$15.22M
Banc funds	600.41K	1.17%	$7.74M
Wick capital partners	1.28K	0.58%	$1.98M
Meridian wealth partners	139.73K	0.26%	$1.80M
Mendon capital advisors	30.00K	0.19%	$386.70K
Elco management	15.00K	0.10%	$193.35K
Bridgeway capital management	86.64K	0.03%	$1.19M
Strid group	10.00K	0.02%	$137.10K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	508.51K	0.00%	276.73K
Millennium management	205.14K	0.00%	152.90K
Goldman sachs group	38.85K	0.00%	38.85K
Susquehanna group, llp	93.89K	0.00%	35.87K
American century companies	49.26K	0.00%	27.71K

Top Sellers

Holder	Shares	% Assets	Change
Ategra capital management	769.75K	8.62%	-252.64K
Wick capital partners	1.28K	0.58%	-143.23K
Gator capital management	-	-	-81.46K
Jane street group	-	-	-65.48K
Banc funds	600.41K	1.17%	-58.69K

New Positions

Holder	Shares	% Assets	Change	Value
Goldman sachs group	38.85K	0.00%	38.85K	$532.59K
Jump financial	13.55K	0.00%	13.55K	$174.63K
Bessemer group	2.13K	-	2.13K	$27.00K
Russell investments group	1.00K	-	1.00K	$13.71M
Raymond james financial	700.00	-	700.00	$9.02K

Sold Out

Holder	Change
Innealta capital	-1.00
Northwestern mutual wealth management	-16.00
Federated hermes	-279.00
Tower research capital llc (trc)	-492.00
Ifp advisors	-516.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	63	5.00%	6,809,655	3.15%	60	1.75%	40	29.03%	15	-21.05%
Mar 31, 2025	3	-94.12%	999,098	-84.88%	8	0.25%	2	-93.94%	1	-90.00%
Dec 31, 2024	51	24.39%	6,464,138	5.51%	58	1.91%	32	68.42%	11	10.00%
Sep 30, 2024	41	5.13%	6,126,608	22.29%	55	2.70%	19	90.00%	10	-37.50%
Jun 30, 2024	39	-2.50%	5,009,779	-3.14%	45	2.09%	10	-37.50%	16	-5.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	368.76K	3.27%	875.00
Vanguard Total Stock Mkt Idx Inv	359.96K	3.19%	-7.92K
iShares Russell 2000 ETF	129.71K	1.15%	-2.42K
Vanguard Institutional Extnd Mkt Idx Tr	98.78K	0.87%	-45.01K
Fidelity Small Cap Index	91.40K	0.81%	91.40K
iShares Russell 2000 Value ETF	64.15K	0.57%	48.00
DFA US Small Cap Value I	60.00K	0.53%	6.10K
Ancora/Thelen Small Cap Core	50.53K	0.45%	19.61K
Fidelity Extended Market Index	48.86K	0.43%	-128.00
Bridgeway Omni Small-Cap Value N	43.80K	0.39%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 27, 2025	Imbesi Anthony Mark	-	Buy	$8.21K
May 19, 2025	Holland Robert T.	-	Buy	$125.01
May 19, 2025	Holland Robert T.	-	Buy	$775.10
May 19, 2025	Holland Robert T.	-	Buy	$7.80K
May 09, 2025	Casciato Robert M.	-	Buy	$2.73K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	9	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	3	-

MRBK Ownership FAQ

Who Owns Meridian?

Meridian shareholders are primarily institutional investors at 60.72%, followed by 20.86% insiders and 18.42% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 53.95%, which Meridian exceeds.

Who owns the most shares of Meridian?

Meridian’s largest shareholders are Fourthstone (1.11M shares, 9.99%), Ategra capital management (769.76K shares, 6.87%), and Strategic value bank partners (651.3K shares, 5.81%). Together, they hold 22.67% 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?

Ategra capital management is Meridian’s biggest shareholder by percentage of total assets invested, with 8.62% of its assets in 769.76K Meridian shares, valued at 11.08M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools