Merchants BancorpMBIN
13F holders, Q4 2024 (December 31)170holders −4
23new positions
29sold out
7famous investors
$36.48avg. 13F price*
At the end of Q4 2024, 170 institutions reported holding Merchants Bancorp (MBIN) in their 13F filings, down 4 from Q3 2024. 23 opened new positions and 29 sold out. The largest holders were Elser Financial Planning, Inc ($994.2M), BlackRock, Inc. ($55.6M) and Dimensional Fund Advisors LP ($46.2M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Merchants Bancorp
- CUSIP
- 58844R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $1.0B |
| Exits | 29 | $23.4M |
All 13F filers, Q3 2024 → Q4 2024: 28,815,827 shares bought and 1,500,381 shares sold, net +27,315,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Elser Financial Planning, Inc | 59.49% | New | 27,260,950 | $994.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 1,525,360 | $55.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +11.7% | 1,267,109 | $46.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.8% | 1,207,854 | $44.1M |
| Basswood Capital Management, L.L.C. | 1.24% | Reduce -3.4% | 581,753 | $21.2M |
| Royce & Associates LP | 0.19% | Add +15.5% | 566,245 | $20.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 565,661 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.8% | 479,352 | $17.5M |
| American Century Companies Inc. | 0.01% | Add +11.5% | 474,904 | $17.3M |
| Invesco Ltd. | 0.00% | Reduce -16.6% | 471,430 | $17.2M |
| State Street Corp. | 0.00% | Add +4.3% | 467,625 | $17.1M |
| Banc Funds Co. LLC | 1.61% | Add +2.8% | 400,615 | $14.6M |
| Boston Partners | 0.02% | Add +2.9% | 337,235 | $12.5M |
| Morgan Stanley | 0.00% | Reduce -34.7% | 291,514 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +25.2% | 280,942 | $10.2M |
| Macquarie Group Ltd. | 0.01% | New | 260,822 | $9.5M |
| Marshall Wace, LLP | 0.01% | Add +7.1% | 246,879 | $9.0M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +12.5% | 241,380 | $8.8M |
| Valeo Financial Advisors, LLC | 0.23% | Add +3.1% | 225,419 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 218,069 | $8.0M |
| Sei Investments Co. | 0.01% | Reduce -0.1% | 209,792 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.2% | 207,282 | $7.6M |
| PL Capital Advisors, LLC | 2.34% | No change | 188,294 | $6.9M |
| Citadel Advisors | 0.01% | Reduce -14.9% | 185,226 | $6.8M |
| Denali Advisors LLC | 0.70% | Add +18.0% | 182,606 | $6.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 179,189 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +10.0% | 143,802 | $5.2M |
| First Trust Advisors LP | 0.00% | Add +10.6% | 136,329 | $5.0M |
| Millennium Management | 0.00% | Add +214.1% | 126,087 | $4.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +51.8% | 112,712 | $4.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +1.3% | 107,898 | $3.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -26.9% | 101,367 | $3.7M |
| Moran Wealth Management, LLC | 0.11% | New | 96,640 | $3.5M |
| Endeavour Capital Advisors Inc. | 1.12% | New | 96,224 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +5.3% | 89,841 | $3.3M |
| Renaissance Technologies | 0.00% | Add +254.5% | 87,200 | $3.2M |
| AQR Capital Management | 0.00% | Add +21.3% | 84,390 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +76.0% | 82,200 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.4% | 78,800 | $2.9M |
| Sapient Capital LLC | 0.05% | Reduce -4.0% | 74,103 | $2.7M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -4.5% | 63,147 | $2.3M |
| Hussman Strategic Advisors, Inc. | 0.68% | No change | 63,000 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +0.2% | 62,878 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +22.2% | 60,534 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +56.3% | 57,754 | $2.1M |
| Raymond James Financial Inc. | 0.00% | — | 57,434 | $2.1M |
| Squarepoint Ops LLC | 0.01% | Add +13.4% | 57,223 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.4% | 55,196 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -4.9% | 51,442 | $1.9M |
| LPL Financial LLC | 0.00% | Add +1.1% | 47,903 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +20.6% | 40,218 | $1.5M |
| Swiss National Bank | 0.00% | No change | 40,200 | $1.5M |
| UBS Group AG | 0.00% | Add +36.0% | 37,514 | $1.4M |
| Twelve Points Wealth Management LLC | 0.38% | Add +5.3% | 35,814 | $1.3M |
| HRT Financial LP | 0.01% | Add +120.6% | 35,273 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 35,150 | $1.3M |
| Citigroup Inc. | 0.00% | Add +11.3% | 34,494 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | Reduce -2.8% | 34,400 | $1.3M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.10% | Reduce -47.9% | 32,602 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -52.0% | 32,048 | $1.2M |
| Barclays PLC | 0.00% | Add +11.9% | 31,681 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -17.2% | 31,667 | $1.2M |
| Bank of America Corp. | 0.00% | Add +27.8% | 31,501 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +4.4% | 28,753 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Add +0.3% | 28,307 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +238.3% | 27,836 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.9% | 26,735 | $975K |
| Canada Pension Plan Investment Board | 0.00% | No change | 25,000 | $912K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.7% | 24,527 | $895K |
| Point72 Asset Management | 0.00% | New | 24,084 | $878K |
| James Investment Research, Inc. | 0.10% | No change | 23,770 | $867K |
| Envestnet Asset Management Inc. | 0.00% | Add +28.6% | 22,426 | $818K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 22,030 | $803K |
| Legal & General Group Plc | 0.00% | Add +10.5% | 21,816 | $796K |
| Federated Hermes, Inc. | 0.00% | Reduce -91.9% | 21,656 | $790K |
| Jane Street Group, LLC | 0.00% | Add +94.2% | 20,513 | $748K |
| Harbor Advisors LLC | 0.12% | New | 20,232 | $738K |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 19,067 | $695K |
| Dark Forest Capital Management LP | 0.10% | Add +303.4% | 18,516 | $675K |
| Alliancebernstein L.P. | 0.00% | No change | 18,030 | $658K |
| Black Maple Capital Management LP | 0.49% | New | 17,557 | $640K |
| Quantbot Technologies LP | 0.02% | Add +106.6% | 17,262 | $630K |
| STRS Ohio | 0.00% | Add +20.3% | 17,200 | $627K |
| Stifel Financial Corp. | 0.00% | No change | 16,075 | $586K |
| Deutsche Bank AG | 0.00% | Reduce -72.8% | 15,573 | $568K |
| Man Group plc | 0.00% | Reduce -23.5% | 15,416 | $562K |
| BCGM Wealth Management, LLC | 0.18% | Add +0.2% | 15,398 | $562K |
| Semanteon Capital Management, LP | 0.28% | New | 14,341 | $523K |
| Gsa Capital Partners LLP | 0.04% | Reduce -63.1% | 13,988 | $510K |
| Wells Fargo & Company | 0.00% | Add +10.6% | 13,610 | $496K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 12,817 | $467K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 12,762 | $465K |
| Osaic Holdings, Inc. | 0.00% | Add +761.9% | 11,808 | $431K |
| Victory Capital Management Inc. | 0.00% | Reduce -10.0% | 11,459 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 11,302 | $412K |
| Nebula Research & Development LLC | 0.05% | Reduce -51.6% | 11,022 | $402K |
| MetLife Investment Management, LLC | 0.00% | Add +9.3% | 10,826 | $395K |
| Mackenzie Financial Corp. | 0.00% | New | 10,822 | $395K |
| XTX Topco Ltd | 0.03% | New | 10,734 | $391K |
| Intech Investment Management LLC | 0.00% | New | 10,440 | $381K |
| Two Sigma Advisers, LP | 0.00% | New | 10,400 | $379K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 10,292 | $375K |
| KLP Kapitalforvaltning As | 0.00% | — | 10,250 | $375K |
| NewEdge Wealth, LLC | 0.01% | New | 10,185 | $371K |
| Aldebaran Capital, LLC | 0.35% | No change | 10,125 | $369K |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 9,800 | $357K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -11.0% | 9,407 | $343K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 8,993 | $328K |
| Yorktown Management & Research Co Inc | 0.31% | No change | 8,800 | $321K |
| Engineers Gate Manager LP | 0.01% | Add +58.9% | 8,400 | $306K |
| Exchange Traded Concepts, LLC | 0.01% | New | 8,033 | $293K |
| Alps Advisors Inc. | 0.00% | No change | 7,992 | $291K |
| Verition Fund Management LLC | 0.00% | Add +44.6% | 7,724 | $282K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.0% | 7,691 | $280K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 7,500 | $274K |
| Aquatic Capital Management LLC | 0.01% | Add +241.9% | 7,180 | $262K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.1% | 6,863 | $251K |
| Peloton Wealth Strategists | 0.10% | No change | 6,735 | $246K |
| Advisory Services Network, LLC | 0.00% | New | 6,613 | $241K |
| Freedom Investment Management, Inc. | 0.02% | Add +31.7% | 6,597 | $241K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -28.9% | 6,495 | $237K |
| Creative Planning | 0.00% | Add +1.7% | 6,025 | $220K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 5,967 | $218K |
| US Bancorp \de | 0.00% | No change | 5,881 | $214K |
| Inceptionr LLC | 0.05% | Add +13.7% | 5,718 | $209K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -1.9% | 5,239 | $191K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,755 | $173K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,863 | $141K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +118.9% | 3,559 | $130K |
| AlphaQuest LLC | 0.01% | Reduce -30.8% | 3,097 | $113K |
| Matrix Trust Co | 0.02% | Add +730.8% | 2,642 | $96K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -31.9% | 2,450 | $89K |
| 2UniFi Bank | 0.05% | — | 2,257 | $82K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,191 | $80K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 2,170 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,832 | $67K |
| FMR LLC | 0.00% | Reduce -67.3% | 1,294 | $47K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,044 | $38K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,039 | $38K |
| Kestra Investment Management, LLC | 0.00% | New | 694 | $25K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 600 | $22K |
| Sterling Capital Management LLC | 0.00% | Add +837.1% | 581 | $21K |
| Amalgamated Bank | 0.00% | No change | 558 | $20K |
| Comerica Bank | 0.00% | Add +12.7% | 525 | $19K |
| Cwm, LLC | 0.00% | Reduce -60.7% | 505 | $18K |
| Quadrant Capital Group LLC | 0.00% | Add +36.0% | 370 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 318 | $12K |
| Summit Securities Group LLC | 0.00% | New | 307 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -9.1% | 259 | $9K |
| Picton Mahoney Asset Management | 0.00% | Add +55.4% | 258 | $9K |
| McIlrath & Eck, LLC | 0.00% | Reduce -27.9% | 230 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -1.9% | 158 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -3.4% | 143 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 115 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 94 | $3K |
| Covestor Ltd | 0.00% | Add +117.7% | 74 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.3% | 66 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -3.1% | 63 | $2K |
| R Squared Ltd | 0.00% | — | 60 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +16.7% | 56 | $2K |
| Assetmark, Inc. | 0.00% | No change | 40 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 33 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 24 | $875 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 19 | $695 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 11 | $401 |
| Rothschild Investment LLC | 0.00% | Reduce -60.0% | 10 | $365 |
| IFP Advisors, Inc | 0.00% | New | 4 | $146 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $37 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $36 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is MBIN's weight in each manager's 13F, not the share of Merchants Bancorp the manager owns.