Meridian Bank (MRBK) Ownership

9.10 ↑0.08 (0.89%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Banc Funds Co LLC is the biggest individual institutional holder of Meridian Bank (MRBK), owning a total of 783 thousand shares. Combined, the top 30 institutional holders of MRBK own 50.02% of the company with a total of 5.4 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders decreased their combined ownership of MRBK by 38 thousand shares. 7 institutions bought 162,597 total additional shares and increased their ownership by an average of 45.03%. However 5 institutions sold 200,308 total shares and decreased their ownership by an average of 18.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Meridian Bank decreased by a net total of -37,711 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Banc Funds Co LLC	6.997%	7.409%	782,678	53,990	2023-12-31
STRATEGIC VALUE BANK PARTNERS LLC	5.823%	0.000%	651,298	0	2023-12-31
Vanguard Group Inc	4.776%	0.000%	534,173	0	2023-12-31
First Manhattan Co. LLC	2.926%	-0.084%	327,305	-275	2023-12-31
BlackRock Inc	1.919%	7.975%	214,627	15,853	2023-12-31
Meridian Wealth Partners, LLC	1.701%	-0.582%	190,255	-1,114	2023-12-31
Wick Capital Partners, LLC	1.292%	0.000%	144,516	0	2023-12-31
Dimensional Fund Advisors, Inc.	1.279%	9.072%	143,031	11,897	2023-12-31
Gator Capital Management, LLC	0.840%	-19.478%	93,898	-22,714	2023-12-31
LSV Asset Management	0.830%	3.471%	92,822	3,114	2023-12-31
Bridgeway Capital Management, LLC	0.805%	0.000%	90,043	0	2023-12-31
Geode Capital Management, LLC	0.746%	1.466%	83,431	1,205	2023-12-31
Petiole USA ltd	0.722%	-68.481%	80,741	-175,425	2023-12-31
Wealth Enhancement Advisory Services, LLC	0.531%	0.000%	59,367	0	2023-12-31
Acadian Asset Management LLC	0.465%	0.000%	52,013	0	2023-12-31
Mendon Capital Advisors Corp	0.431%	0.000%	48,222	48,222	2023-12-31
Bank of America Corp	0.342%	285.847%	38,222	28,316	2023-12-31
Barclays PLC	0.334%	-2.046%	37,353	-780	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Banc Funds Co LLC	6.997%	7.409%	782,678	53,990	2023-12-31
STRATEGIC VALUE BANK PARTNERS LLC	5.823%	0.000%	651,298	0	2023-12-31
Fourthstone LLC	5.562%	39.820%	622,185	177,194	2023-09-30
Vanguard Group Inc	4.776%	0.000%	534,173	0	2023-12-31
First Manhattan Co. LLC	2.926%	-0.084%	327,305	-275	2023-12-31
RIVER OAKS CAPITAL LLC	2.181%	0.000%	243,974	0	2023-09-30
Price Jennifer C.	1.921%	-51.035%	214,759	-223,839	2023-03-31
BlackRock Inc	1.919%	7.975%	214,627	15,853	2023-12-31
First Manhattan Company	3.287%	0.000%	190,677	0	2022-09-30
Meridian Wealth Partners, LLC	1.701%	-0.582%	190,255	-1,114	2023-12-31
FMR Inc	1.620%	-27.861%	181,189	-69,977	2023-09-30
Wick Capital Partners, LLC	1.292%	0.000%	144,516	0	2023-12-31
Dimensional Fund Advisors, Inc.	1.279%	9.072%	143,031	11,897	2023-12-31
Gator Capital Management, LLC	0.840%	-19.478%	93,898	-22,714	2023-12-31
LSV Asset Management	0.830%	3.471%	92,822	3,114	2023-12-31
Bridgeway Capital Management, LLC	0.805%	0.000%	90,043	0	2023-12-31
Geode Capital Management, LLC	0.746%	1.466%	83,431	1,205	2023-12-31
Petiole USA ltd	0.722%	-68.481%	80,741	-175,425	2023-12-31
Wealth Enhancement Advisory Services, LLC	0.531%	0.000%	59,367	0	2023-12-31
Acadian Asset Management LLC	0.465%	0.000%	52,013	0	2023-12-31
Susquehanna International Group, LLP	0.458%	69.684%	51,197	21,025	2023-03-31
Millennium Management LLC	0.442%	-41.356%	49,442	-34,866	2023-09-30
Mendon Capital Advisors Corp	0.431%	0.000%	48,222	48,222	2023-12-31
Bank of New York Mellon Corp	0.409%	2.162%	45,750	968	2023-09-30
BMO Capital Markets Corp.	0.407%	244.523%	45,477	32,277	2023-06-30
Bank of Montreal	0.407%	244.523%	45,477	32,277	2023-06-30
Bank of America Corp	0.342%	285.847%	38,222	28,316	2023-12-31
Barclays PLC	0.334%	-2.046%	37,353	-780	2023-12-31
Renaissance Technologies Corp	0.286%	-35.944%	32,000	-17,956	2023-03-31
State Street Corporation	0.286%	0.000%	31,942	0	2023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Meridian Bank (MRBK), owning a total of 368 thousand shares. Combined, the top 36 mutual fund holders of MRBK own 16.25% of the company with a total of 1.8 million shares.

In the latest ownership report on March 31st 2024, the top 36 fund holders increased their combined ownership of MRBK by 409 shares. 1 funds bought 7 total additional shares and increased their ownership by an average of 0.04%. However 1 funds sold 416 total shares and decreased their ownership by an average of 3.65%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Meridian Bank decreased by a net total of -409 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.286%	0.000%	143,789	0	2024-03-31
Micro Cap Value Equity	0.177%	0.000%	19,800	0	2024-03-31
BlackRock Extended Equity Market K	0.171%	0.037%	19,113	7	2024-03-31
RBC Microcap Value I	0.116%	0.000%	13,000	0	2024-03-31
SEI Small Cap A (SIIT)	0.104%	0.000%	11,600	0	2024-03-31
Caldwell & Orkin - Gator Capital L/S Fd	0.098%	-3.649%	10,986	-416	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.289%	0.000%	367,884	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.291%	11.995%	367,884	39,400	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.286%	0.000%	143,789	0	2024-03-31
Vanguard Extended Market Index Investor	1.286%	0.000%	143,789	0	2023-08-31
Fidelity® Low-Priced Stock	0.562%	-65.801%	62,866	-120,957	2023-10-31
Fidelity Low-Priced Stock	0.562%	-65.801%	62,866	-120,957	2023-10-31
Fidelity Extended Market Index	0.443%	-0.483%	49,493	-240	2024-02-29
Fidelity® Extended Market Index	0.434%	2.547%	48,512	1,205	2023-11-30
Bridgeway Omni Small-Cap Value N	0.392%	0.000%	43,800	0	2023-12-31
Bridgeway Omni Small-Cap Value	0.392%	0.000%	43,800	0	2023-12-31
iShares Core S&P Total US Stock Mkt ETF	0.314%	0.000%	35,053	0	2023-08-31
Bridgeway Ultra-Small Company Market	0.306%	0.000%	34,200	0	2023-12-31
Fidelity LowPriced Stock Commingled PlA	0.263%	0.000%	29,402	0	2023-07-31
Fidelity LowPriced Stock Commingled Pl	0.263%	0.000%	29,402	0	2023-06-30
DFA US Small Cap Value I	0.238%	0.000%	26,608	0	2024-02-29
DFA US Small Cap I	0.229%	12.185%	25,641	2,785	2024-02-29
BlackRock Extended Mkt Composite	0.196%	0.000%	21,900	0	2023-09-30
Fidelity® Low-Priced Stock K6	0.191%	-8.193%	21,290	-1,900	2023-09-30
Fidelity LowPriced Stock Commingled Pl A	0.184%	-29.930%	20,602	-8,800	2023-09-30
iShares Micro-Cap ETF	0.180%	0.000%	20,118	0	2024-03-28
Micro Cap Value Equity	0.177%	0.000%	19,800	0	2024-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.175%	0.000%	19,500	0	2022-12-31
BlackRock Extended Equity Market K	0.171%	0.037%	19,113	7	2024-03-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.153%	0.000%	17,341	0	2023-02-28
WisdomTree US SmallCap Dividend ETF	0.132%	-0.323%	14,804	-48	2023-11-30
Fidelity Total Market Index	0.124%	0.000%	13,844	0	2024-02-29
DFA US Core Equity 2 I	0.117%	0.000%	13,039	0	2024-02-29
RBC Microcap Value I	0.116%	0.000%	13,000	0	2024-03-31
Fidelity® Total Market Index	0.110%	0.000%	12,304	0	2023-11-30
Fidelity® Series Total Market Index	0.104%	0.000%	11,660	0	2023-11-30
Fidelity Series Total Market Index	0.104%	0.000%	11,660	0	2024-02-29
SEI Small Cap A (SIIT)	0.104%	0.000%	11,600	0	2024-03-31
Caldwell & Orkin - Gator Capital L/S Fd	0.098%	-3.649%	10,986	-416	2024-03-31
Dimensional US Core Equity 2 ETF	0.095%	0.000%	10,651	0	2024-03-29
Bridgeway Ultra-Small Company	0.088%	0.000%	9,843	0	2023-12-31
WisdomTree US SmallCap Qual Div Gr ETF	0.078%	0.000%	8,878	0	2023-03-30