Meridian Ownership | Who Owns Meridian?
Meridian Ownership Summary
Meridian is owned by 51.13% institutional investors, 20.47% insiders, and 28.40% retail investors. Fourthstone is the largest institutional shareholder, holding 9.72% 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 | 51.13% | 20.47% | 28.40% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 1.12M | 9.72% | $19.72M |
| Strategic value bank partners | 651.30K | 5.75% | $11.45M |
| Vanguard group | 584.07K | 5.16% | $10.27M |
| Blackrock funding, inc. /de | 542.63K | 4.70% | $9.54M |
| First manhattan co. llc. | 432.60K | 3.86% | $6.83M |
| Ategra capital management | 406.94K | 3.63% | $6.43M |
| Dimensional fund advisors lp | 395.28K | 3.49% | $6.95M |
| Banc funds | 320.92K | 2.78% | $5.64M |
| Acadian asset management | 215.28K | 1.86% | $3.78M |
| Geode capital management | 213.12K | 1.85% | $3.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 651.30K | 7.84% | $11.45M |
| Ategra capital management | 406.94K | 3.79% | $6.43M |
| Fourthstone | 1.12M | 3.69% | $19.72M |
| Banc funds | 320.92K | 1.12% | $5.64M |
| Summerhaven investment management | 59.91K | 0.60% | $1.05M |
| Wick capital partners | 144.52K | 0.54% | $2.28M |
| Key financial | 59.37K | 0.19% | $1.04M |
| Meridian wealth partners | 72.23K | 0.16% | $1.14M |
| Mendon capital advisors | 26.72K | 0.16% | $404.36K |
| Elco management | 11.72K | 0.13% | $206.07K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 205.14K | 0.00% | 152.90K |
| Wick capital partners | 144.52K | 0.54% | 143.99K |
| Segall bryant & hamill | 126.42K | 0.03% | 126.42K |
| Two sigma investments, lp | 82.84K | 0.00% | 82.84K |
| Fourthstone | 1.12M | 3.69% | 49.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ategra capital management | 406.94K | 3.79% | -209.19K |
| Banc funds | 320.92K | 1.12% | -131.92K |
| Truffle hound capital | - | - | -124.30K |
| Gator capital management | - | - | -81.46K |
| Meridian wealth partners | 72.23K | 0.16% | -67.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Segall bryant & hamill | 126.42K | 0.03% | 126.42K | $2.00M |
| Two sigma investments, lp | 82.84K | 0.00% | 82.84K | $1.31M |
| Prudential financial | 35.87K | 0.00% | 35.87K | $566.31K |
| Squarepoint ops | 24.71K | 0.00% | 24.71K | $390.23K |
| Two sigma advisers, lp | 19.00K | 0.00% | 19.00K | $300.01K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Sbi securities | -1.00 |
| Northwestern mutual wealth management | -16.00 |
| Federated hermes | -279.00 |
| Newedge advisors | -373.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 359.04K | 3.04% | - |
| iShares Russell 2000 ETF | 222.48K | 1.88% | 222.48K |
| Avantis US Small Cap Value ETF | 150.84K | 1.28% | 1.35K |
| CREF Total Global Stock Account R3 | 117.22K | 0.99% | -13.52K |
| Vanguard Institutional Extnd Mkt Idx Tr | 98.78K | 0.84% | - |
| Fidelity Small Cap Index | 91.52K | 0.77% | -109.00 |
| DFA US Small Cap Value I | 74.49K | 0.63% | - |
| iShares Russell 2000 Value ETF | 69.05K | 0.58% | 69.05K |
| Segall Bryant Quantitative US Small Cap | 54.72K | 0.46% | 54.72K |
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
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