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%	$10.28M
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	7.31%	$10.28M
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%	$157.90K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	508.51K	0.00%	276.73K
Millennium management	205.14K	0.00%	152.90K
Los angeles capital management	42.36K	0.00%	42.36K
Goldman sachs group	38.85K	0.00%	38.85K
Susquehanna group, llp	93.89K	0.00%	35.87K

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
Los angeles capital management	42.36K	0.00%	42.36K	$668.93K
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
Cwm	2.13K	0.00%	2.13K	$34.00K

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	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 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.

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