Meridian Corp - MRBK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | History | Added to | 1,121,775 | 19,720 | 3.69% | 3.04% | 1 | +49,561 | 4.62% | Q4 2025 | Feb 13, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 651,298 | 11,449 | 7.84% | 7.31% | 2 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 584,072 | 10,267 | 0.0% | 0.0% | 3 | +4,503 | 0.78% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 542,630 | 9,539 | 0.0% | 0.0% | 4 | +21,150 | 4.06% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 437,696 | 7,694 | 0.02% | 0.02% | 5 | +5,100 | 1.18% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 395,283 | 6,949 | 0.0% | 0.0% | 6 | +33,357 | 9.22% | Q4 2025 | Feb 12, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 352,269 | 6,192 | 2.95% | 3.79% | 7 | -54,671 | -13.43% | Q4 2025 | Feb 17, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 320,919 | 5,641 | 1.12% | 1.25% | 8 | -131,919 | -29.13% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 215,282 | 3,781 | 0.01% | 0.01% | 9 | +27,658 | 14.74% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 213,117 | 3,747 | 0.0% | 0.0% | 10 | +1,232 | 0.58% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 179,064 | 3,147 | 0.0% | 0.0% | 11 | +7,299 | 4.25% | Q4 2025 | Feb 13, 2026 |
| Wick Capital Partners, LLC | History | No change | 144,516 | 2,540 | 0.46% | 0.54% | 12 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 139,401 | 2,450 | 0.01% | 0.01% | 13 | +20,948 | 17.68% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 135,854 | 2,388 | 0.0% | 0.0% | 14 | +49,757 | 57.79% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 129,062 | 2,268 | 0.0% | 0.0% | 15 | +21,400 | 19.88% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 126,424 | 2,222 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 116,572 | 2,049 | 0.0% | 0.0% | 17 | +10,574 | 9.98% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 105,090 | 1,847 | 0.0% | 0.0% | 18 | +4,929 | 4.92% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 100,474 | 1,766 | 0.0% | 0.0% | 19 | +17,636 | 21.29% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 92,537 | 1,626 | 0.01% | 0.01% | 20 | +20,601 | 28.64% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 68,056 | 1,196 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 66,839 | 1,175 | 0.16% | 0.16% | 22 | -5,391 | -7.46% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 65,899 | 1,158 | 0.0% | 0.0% | 23 | +4,433 | 7.21% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 64,948 | 1,141 | 0.0% | 0.0% | 24 | -3,335 | -4.88% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 63,744 | 1,120 | 0.0% | 0.0% | 25 | -680 | -1.06% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 61,203 | 1,075 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 59,907 | 1,053 | 0.6% | 0.55% | 27 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 59,366 | 1,043 | 0.19% | 0.17% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 53,780 | 945 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 63,334 | 906 | 0.0% | 0.0% | 30 | +20,970 | 49.5% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 48,010 | 844 | 0.0% | 0.0% | 31 | +12,145 | 33.86% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 44,290 | 778 | 0.0% | 0.0% | 32 | +8,685 | 24.39% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 43,195 | 759 | 0.0% | 0.0% | 33 | +18,481 | 74.78% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 42,279 | 743 | 0.0% | 0.0% | 34 | +1,634 | 4.02% | Q4 2025 | Feb 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 34,523 | 606 | 0.11% | 0.02% | 35 | +26,554 | 333.22% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 32,800 | 576 | 0.01% | 0.0% | 36 | +9,400 | 40.17% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 32,542 | 572 | 0.0% | 0.0% | 37 | +14,697 | 82.36% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,498 | 571 | 0.0% | 0.0% | 38 | +6,541 | 25.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 27,055 | 475 | 0.0% | 0.0% | 39 | +10,255 | 61.04% | Q4 2025 | Feb 13, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 26,722 | 469 | 0.14% | 0.15% | 40 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 26,586 | 467 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 25,860 | 454 | 0.0% | 0.0% | 42 | +12,516 | 93.79% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 25,530 | 448 | 0.0% | 0.0% | 43 | +2,051 | 8.74% | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | No change | 25,000 | 439 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 22,900 | 402 | 0.0% | 0.0% | 45 | -39,700 | -63.42% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 21,116 | 371 | 0.0% | 0.0% | 46 | +4,757 | 29.08% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | New | 17,833 | 313 | 0.0% | — | 47 | +17,833 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,310 | 304 | 0.0% | 0.0% | 48 | -54,238 | -75.81% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,110 | 300 | 0.0% | 0.0% | 49 | +7,562 | 79.2% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 16,153 | 283 | 0.0% | 0.0% | 50 | +3,152 | 24.24% | Q4 2025 | Feb 19, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,600 | 274 | 0.0% | — | 51 | +15,600 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 14,100 | 247 | 0.0% | 0.0% | 52 | -4,900 | -25.79% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 13,331 | 234 | 0.02% | — | 53 | +13,331 | New | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | No change | 11,722 | 206 | 0.13% | 0.1% | 54 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,551 | 203 | 0.0% | 0.0% | 55 | -1,444 | -11.11% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,906 | 191 | 0.0% | 0.0% | 56 | +3,629 | 49.87% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 10,314 | 181 | 0.0% | — | 57 | +10,314 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,148 | 178 | 0.0% | 0.0% | 58 | +6,477 | 176.44% | Q4 2025 | Feb 17, 2026 |
| Strid Group, LLC | History | No change | 10,000 | 175 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | No change | 7,200 | 126 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,126 | 125 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,400 | 112 | 0.0% | — | 62 | +6,400 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,580 | 98 | 0.0% | 0.0% | 63 | -55 | -0.98% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,174 | 91 | 0.0% | — | 64 | +5,174 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,395 | 77 | 0.0% | 0.0% | 65 | +132 | 3.1% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 63 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,459 | 60 | 0.0% | 0.0% | 67 | +7 | 0.2% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 2,126 | 37 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,114 | 37 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,057 | 36 | 0.0% | 0.0% | 70 | -2,126 | -50.82% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 1,565 | 28 | 0.0% | 0.0% | 71 | -561 | -26.39% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,173 | 20 | 0.0% | — | 72 | +1,173 | New | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 926 | 16 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 907 | 15 | 0.0% | 0.0% | 74 | +234 | 34.77% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 815 | 14 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 569 | 10 | 0.0% | 0.0% | 76 | +2 | 0.35% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 552 | 9 | 0.0% | — | 77 | +534 | 2966.67% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 449 | 7 | 0.0% | 0.0% | 78 | -69 | -13.32% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 291 | 5 | 0.0% | 0.0% | 79 | -19 | -6.13% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 209 | 3 | 0.0% | 0.0% | 80 | +53 | 33.97% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 118 | 2 | 0.0% | 0.0% | 81 | +17 | 16.83% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 102 | 1 | 0.0% | — | 82 | +102 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 90 | 1 | 0.0% | — | 83 | +86 | 2150.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 104 | 1 | 0.0% | — | 84 | +74 | 246.67% | Q4 2025 | Jan 05, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,220 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -22 | -84.62% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 14 | 0 | — | — | — | -5 | -26.32% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |