Meridian Bank (MRBK) Ownership

32.28 ↑0.28 (0.88%)

As of January 27, 2023, 2:24pm EST.

Institutions
Mutual Funds

Institutional Ownership

Banc Funds Co LLC is the biggest individual institutional holder of Meridian Bank (MRBK), owning a total of 420 thousand shares. Combined, the top 22 institutional holders of MRBK own 46.51% of the company with a total of 2.7 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders decreased their combined ownership of MRBK by 74 thousand shares. 6 institutions bought 111,816 total additional shares and increased their ownership by an average of 8.39%. However 8 institutions sold 186,127 total shares and decreased their ownership by an average of 16.18%.

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 -74,311 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	7.247%	-2.776%	420,344	-12,000	2022-09-30
STRATEGIC VALUE BANK PARTNERS LLC	5.614%	0.000%	325,649	0	2022-09-30
Price Jennifer C.	4.655%	0.000%	270,000	0	2022-09-30
Vanguard Group Inc	4.418%	-2.797%	256,242	-7,373	2022-09-30
First Manhattan Company	3.287%	0.000%	190,677	0	2022-09-30
Petiole USA ltd	3.017%	0.000%	175,000	0	2022-09-30
BlackRock Inc	2.202%	26.876%	127,698	27,050	2022-09-30
FMR Inc	2.151%	-45.409%	124,784	-103,797	2022-09-30
RIVER OAKS CAPITAL LLC	2.093%	0.000%	121,409	0	2022-09-30
Fourthstone LLC	2.041%	-26.453%	118,358	-42,570	2022-09-30
Meridian Wealth Partners, LLC	1.456%	11.477%	84,476	8,697	2022-09-30
Wick Capital Partners, LLC	1.241%	0.000%	72,008	72,008	2022-09-30
Gator Capital Management, LLC	1.166%	0.000%	67,635	0	2022-09-30
Bridgeway Capital Management, LLC	1.163%	0.000%	67,470	0	2022-09-30
Dimensional Fund Advisors, Inc.	0.940%	-0.413%	54,530	-226	2022-09-30
Millennium Management LLC	0.882%	-11.560%	51,159	-6,687	2022-09-30
Geode Capital Management, LLC	0.713%	2.388%	41,338	964	2022-09-30
LSV Asset Management	0.636%	8.267%	36,906	2,818	2022-09-30
Acadian Asset Management LLC	0.537%	-3.319%	31,139	-1,069	2022-09-30
Renaissance Technologies Corp	0.369%	-36.701%	21,395	-12,405	2022-09-30
Bank of New York Mellon Corp	0.368%	1.326%	21,323	279	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Banc Funds Co LLC	7.247%	-2.776%	420,344	-12,000	2022-09-30
STRATEGIC VALUE BANK PARTNERS LLC	5.614%	0.000%	325,649	0	2022-09-30
Price Jennifer C.	4.655%	0.000%	270,000	0	2022-09-30
Vanguard Group Inc	4.418%	-2.797%	256,242	-7,373	2022-09-30
First Manhattan Company	3.287%	0.000%	190,677	0	2022-09-30
Petiole USA ltd	3.017%	0.000%	175,000	0	2022-09-30
BlackRock Inc	2.202%	26.876%	127,698	27,050	2022-09-30
FMR Inc	2.151%	-45.409%	124,784	-103,797	2022-09-30
RIVER OAKS CAPITAL LLC	2.093%	0.000%	121,409	0	2022-09-30
Fourthstone LLC	2.041%	-26.453%	118,358	-42,570	2022-09-30
Meridian Wealth Partners, LLC	1.456%	11.477%	84,476	8,697	2022-09-30
Wick Capital Partners, LLC	1.241%	0.000%	72,008	72,008	2022-09-30
Gator Capital Management, LLC	1.166%	0.000%	67,635	0	2022-09-30
Bridgeway Capital Management, LLC	1.163%	0.000%	67,470	0	2022-09-30
Dimensional Fund Advisors, Inc.	0.940%	-0.413%	54,530	-226	2022-09-30
Millennium Management LLC	0.882%	-11.560%	51,159	-6,687	2022-09-30
Geode Capital Management, LLC	0.713%	2.388%	41,338	964	2022-09-30
LSV Asset Management	0.636%	8.267%	36,906	2,818	2022-09-30
Acadian Asset Management LLC	0.537%	-3.319%	31,139	-1,069	2022-09-30
Renaissance Technologies Corp	0.369%	-36.701%	21,395	-12,405	2022-09-30
Bank of New York Mellon Corp	0.368%	1.326%	21,323	279	2022-09-30
Barclays PLC	0.313%	0.000%	18,269	0	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Meridian Bank (MRBK), owning a total of 229 thousand shares. Combined, the top 20 mutual fund holders of MRBK own 14.04% of the company with a total of 814 thousand shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders not made any changes to their ownership of MRBK. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding Meridian Bank stayed the same in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Micro Cap Value Equity	0.171%	0.000%	9,900	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.955%	30.054%	229,412	53,015	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.882%	0.000%	167,194	0	2022-09-30
Fidelity® Low-Priced Stock	1.724%	-0.039%	100,011	-39	2022-10-31
Vanguard Extended Market Index Investor	1.396%	0.000%	80,998	0	2022-11-30
iShares Core S&P Total US Stock Mkt ETF	0.477%	0.000%	27,687	0	2022-12-30
Fidelity® Extended Market Index	0.445%	0.000%	25,832	0	2022-11-30
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.336%	0.000%	19,500	0	2022-09-30
Bridgeway Omni Small-Cap Value N	0.302%	0.000%	17,500	0	2022-09-30
Bridgeway Omni Small-Cap Value	0.302%	0.000%	17,500	0	2022-09-30
Russell Inv Tax-Managed US Mid&Sm Cap S	0.299%	0.000%	17,341	0	2022-11-30
Bridgeway Ultra-Small Company Market	0.295%	0.000%	17,100	0	2022-09-30
Fidelity LowPriced Stock Commingled Pl	0.253%	0.000%	14,701	0	2022-10-31
DFA US Small Cap Value I	0.229%	0.000%	13,304	0	2022-11-30
Bridgeway Ultra-Small Company	0.212%	0.000%	12,270	0	2022-09-30
iShares Micro-Cap ETF	0.175%	0.000%	10,163	0	2022-12-30
Fidelity® Low-Priced Stock K6	0.174%	0.389%	10,071	39	2022-10-31
Micro Cap Value Equity	0.171%	0.000%	9,900	0	2022-12-31
DFA US Small Cap I	0.163%	0.000%	9,449	0	2022-11-30
WisdomTree US SmallCap Dividend ETF	0.135%	0.000%	7,816	0	2022-12-30
RBC Microcap Value I	0.112%	10.170%	6,500	600	2022-09-30