Meridian Ownership | Who Owns Meridian?

Overview Forecast RevenueFinancials Chart

Meridian Ownership Summary

Meridian is owned by 8.92% institutional investors, 20.65% insiders, and 70.43% 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	8.92%	20.65%	70.43%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

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
Banc funds	761.31K	6.85%	$10.44M
Strategic value bank partners	651.30K	5.86%	$8.93M
Vanguard group	532.89K	4.80%	$7.31M
First manhattan co. llc.	432.07K	3.89%	$5.92M
Blackrock funding, inc. /de	220.71K	1.99%	$3.03M
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	5.76%	$8.93M
Fourthstone	1.11M	2.97%	$15.22M
Banc funds	761.31K	1.15%	$10.44M
Wick capital partners	1.28K	0.58%	$1.98M
Mendon capital advisors	48.59K	0.33%	$666.13K
Meridian wealth partners	143.83K	0.30%	$1.97M
Elco management	18.29K	0.13%	$250.77K
Bridgeway capital management	86.64K	0.03%	$1.19M
Strid group	10.00K	0.02%	$137.10K

Top Buyers

Holder	Shares	% Assets	Change
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
Mendon capital advisors	48.59K	0.33%	30.00K
Ancora advisors	28.79K	0.01%	28.79K

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
Banc funds	761.31K	1.15%	-67.84K
683 capital management	-	-	-23.01K

New Positions

Holder	Shares	% Assets	Change	Value
Goldman sachs group	38.85K	0.00%	38.85K	$532.59K
Ancora advisors	28.79K	0.01%	28.79K	$394.71K
Cubist systematic strategies	24.20K	0.00%	24.20K	$348.47K
Jane street group	23.50K	0.00%	23.50K	$322.17K
Schonfeld strategic advisors	13.59K	0.00%	13.59K	$186.32K

Sold Out

Holder	Change
Innealta capital	-1.00
Ifp advisors	-516.00
Northeast financial consultants	-10.00K
Y-intercept (hong kong)	-10.14K
683 capital management	-23.01K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	40	-9.09%	5,172,082	1.02%	46	2.17%	16	-23.81%	17	70.00%

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	367.88K	3.26%	-
Vanguard Institutional Extnd Mkt Idx Tr	143.79K	1.27%	-
Fidelity Extended Market Index	49.68K	0.44%	894.00
DFA US Small Cap Value I	49.53K	0.44%	2.56K
Bridgeway Omni Small-Cap Value N	43.80K	0.39%	-
Bridgeway Omni Small-Cap Value	43.80K	0.39%	-
Dimensional US Small Cap Value ETF	34.60K	0.31%	-
Avantis US Small Cap Value ETF	33.52K	0.30%	-
Ancora/Thelen Small Cap Core	30.92K	0.27%	4.18K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 19, 2025	Holland Robert T.	-	Buy	$7.80K
May 19, 2025	Holland Robert T.	-	Buy	$125.01
May 19, 2025	Holland Robert T.	-	Buy	$775.10
May 09, 2025	Casciato Robert M.	-	Buy	$2.73K
May 09, 2025	Casciato Robert M.	-	Buy	$96.39

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	3	-
2024 Q2	11	-
2024 Q1	10	-
2023 Q4	11	-
2023 Q2	70	-

MRBK Ownership FAQ

Who Owns Meridian?

Meridian shareholders are primarily institutional investors at 8.92%, followed by 20.65% insiders and 70.43% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 38.06%, which Meridian falls below.

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 Banc funds (761.31K shares, 6.85%). Together, they hold 23.72% 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.

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