Meridian Ownership | Who Owns Meridian?
Meridian Ownership Summary
Meridian is owned by 21.41% institutional investors, 20.36% insiders, and 58.23% retail investors. Fourthstone is the largest institutional shareholder, holding 10.18% 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 | 21.41% | 20.36% | 58.23% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 1.18M | 10.18% | $22.28M |
| Strategic value bank partners | 651.30K | 5.64% | $12.35M |
| Vanguard group | 584.07K | 5.16% | $10.27M |
| Blackrock funding, inc. /de | 558.53K | 4.84% | $10.59M |
| First manhattan co. llc. | 437.70K | 3.79% | $8.30M |
| Dimensional fund advisors lp | 434.00K | 3.76% | $8.23M |
| Banc funds | 369.33K | 3.20% | $7.00M |
| Acadian asset management | 250.94K | 2.17% | $4.75M |
| Ategra capital management | 239.21K | 2.07% | $4.54M |
| Geode capital management | 213.06K | 1.85% | $4.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 651.30K | 6.64% | $12.35M |
| Fourthstone | 1.18M | 3.78% | $22.28M |
| Ategra capital management | 239.21K | 2.25% | $4.54M |
| Banc funds | 369.33K | 1.30% | $7.00M |
| Summerhaven investment management | 54.42K | 0.63% | $1.03M |
| Wick capital partners | 144.52K | 0.50% | $2.74M |
| Key financial | 59.37K | 0.20% | $1.13M |
| Mendon capital advisors | 26.72K | 0.20% | $506.65K |
| Meridian wealth partners | 66.84K | 0.17% | $1.27M |
| Elco management | 11.72K | 0.11% | $222.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 59.87K | 0.00% | 59.87K |
| American century companies | 192.68K | 0.00% | 56.83K |
| Algert global | 55.35K | 0.02% | 55.35K |
| Fourthstone | 1.18M | 3.78% | 53.53K |
| Qube research | 52.67K | 0.00% | 52.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Truffle hound capital | - | - | -124.30K |
| Ategra capital management | 239.21K | 2.25% | -113.06K |
| Gator capital management | - | - | -81.46K |
| Wealth enhancement advisory services | - | - | -59.47K |
| Marshall wace, llp | 66.54K | 0.00% | -50.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 59.87K | 0.00% | 59.87K | $1.14M |
| Algert global | 55.35K | 0.02% | 55.35K | $1.05M |
| Qube research | 52.67K | 0.00% | 52.67K | $998.64K |
| Hsbc | 21.89K | 0.00% | 21.89K | $415.93K |
| Two sigma advisers, lp | 19.00K | 0.00% | 19.00K | $300.01K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Sbi securities | -1.00 |
| Clearstead advisors | -4.00 |
| Northwestern mutual wealth management | -16.00 |
| Amalgamated bank | -291.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 38 | -56.82% | 2,424,464 | -67.56% | 21 | 0.51% | 14 | -72.55% | 11 | -35.29% |
| 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% |
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 | 3.02% | - |
| iShares Russell 2000 ETF | 219.05K | 1.84% | 1.83K |
| Avantis US Small Cap Value ETF | 181.34K | 1.53% | - |
| CREF Total Global Stock Account R3 | 151.90K | 1.29% | 1.92K |
| Vanguard Institutional Extnd Mkt Idx Tr | 112.03K | 0.94% | - |
| Fidelity Small Cap Index | 90.29K | 0.76% | 1.35K |
| DFA US Small Cap Value I | 85.54K | 0.72% | 5.48K |
| iShares Russell 2000 Value ETF | 68.57K | 0.58% | 371.00 |
| U.S. Equity Small Cap Corporate Cl OF | 65.91K | 0.56% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2026 | Imbesi Anthony Mark | - | Buy | $17.38K |
| Apr 30, 2026 | Warriner Kenneth Thomas | - | Buy | $18.41K |
| 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 | $7.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 9 | - |
MRBK Ownership FAQ
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