Meridian Ownership | Who Owns Meridian?

Overview Forecast RevenueFinancials Chart

Meridian Ownership Summary

Meridian is owned by 64.69% institutional investors, 20.47% insiders, and 14.83% retail investors. Fourthstone is the largest institutional shareholder, holding 9.56% 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	64.69%	20.47%	14.83%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fourthstone	1.07M	9.56%	$16.93M
Strategic value bank partners	651.30K	5.81%	$10.28M
Vanguard group	579.57K	5.17%	$9.15M
Blackrock funding, inc. /de	521.48K	4.65%	$8.23M
Banc funds	452.84K	4.04%	$7.15M
First manhattan co. llc.	432.60K	3.86%	$6.83M
Ategra capital management	406.94K	3.63%	$6.43M
Dimensional fund advisors lp	361.93K	3.23%	$5.71M
Geode capital management	211.88K	1.89%	$3.35M
Millennium management	205.14K	1.83%	$2.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	651.30K	7.31%	$10.28M
Ategra capital management	406.94K	3.79%	$6.43M
Fourthstone	1.07M	3.04%	$16.93M
Banc funds	452.84K	1.25%	$7.15M
Summerhaven investment management	59.91K	0.55%	$945.93K
Wick capital partners	144.52K	0.54%	$2.28M
Key financial	59.37K	0.17%	$917.21K
Meridian wealth partners	72.23K	0.16%	$1.14M
Mendon capital advisors	26.72K	0.16%	$404.36K
Elco management	11.72K	0.10%	$185.09K

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
Nuveen	107.66K	0.00%	95.82K
Arrowstreet capital, limited partnership	171.76K	0.00%	85.56K

Top Sellers

Holder	Shares	% Assets	Change
Ategra capital management	406.94K	3.79%	-209.19K
Banc funds	452.84K	1.25%	-147.58K
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
Summerhaven investment management	59.91K	0.55%	59.91K	$945.93K
Key financial	59.37K	0.17%	59.37K	$917.21K
Los angeles capital management	42.36K	0.00%	42.36K	$668.93K

Sold Out

Holder	Change
Innealta capital	-1.00
Northwestern mutual wealth management	-16.00
Federated hermes	-279.00
Newedge advisors	-373.00
Ifp advisors	-516.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	41	5.13%	6,126,608	22.29%	55	2.70%	19	90.00%	10	-37.50%

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	132.49K	1.17%	-
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	64.54K	0.57%	-
DFA US Small Cap Value I	61.61K	0.55%	1.61K
Ancora/Thelen Small Cap Core	50.53K	0.45%	19.61K
Fidelity Extended Market Index	48.47K	0.43%	-399.00
Avantis US Small Cap Value ETF	48.43K	0.43%	1.30K

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 64.69%, followed by 20.47% insiders and 14.84% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 38.26%, which Meridian exceeds.

Who owns the most shares of Meridian?

Meridian’s largest shareholders are Fourthstone (1.07M shares, 9.56%), Strategic value bank partners (651.3K shares, 5.81%), and Vanguard group (579.57K shares, 5.17%). Together, they hold 20.54% of Meridian’s total shares outstanding.

Does Blackrock own Meridian?

BlackRock is not among the top 10 institutional shareholders of Meridian.

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 7.31% of its assets in 651.3K Meridian shares, valued at 10.28M$.

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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