FIRST MERCHANTS CORP

Q1 2026 13F-HR Holdings

Location
Muncie, IN
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
359
Total value ($000)
$2,628,837
Net value change ($000)
-71,446 (-2.6%)
New positions
7
Sold out positions
18
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 10,316 NEW
SRBRX 6,502 7.1%
PZIEX 6,001 31.2%
BSV 5,485 8.6%
SFNNX 4,805 10.3%
NFLX 3,502 1346.9%
FTRLX 3,440 3.7%
AVUV 2,957 16.6%
XOM 2,672 40.9%
JNJ 2,497 18.6%
Top Reduces (Value $000, Stocks/ETFs)
FMPW INST MONEY -26,747 -12.9%
MSFT -13,623 -26.8%
AVGO -9,074 -17.5%
AZN -8,956 -100.0%
LLY -8,112 -14.9%
ADP -7,821 -68.3%
VFIAX -7,050 -5.2%
GOOGL -6,219 -10.6%
AAPL -4,294 -7.8%
APH -4,156 -14.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type