MeridianMRBK
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 40 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Fourthstone LLC ($11.8M), Ategra Capital Management, LLC ($10.6M) and Banc Funds Co. LLC ($8.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Meridian Corp.
- CUSIP
- 58958P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $32K |
| Exits | 2 | $543K |
All 13F filers, Q1 2024 → Q2 2024: 40,507 shares bought and 201,233 shares sold, net −160,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Fourthstone LLC | 3.75% | Add +0.3% | 1,119,023 | $11.8M |
| Ategra Capital Management, LLC | 9.10% | Add +0.2% | 1,009,317 | $10.6M |
| Banc Funds Co. LLC | 0.99% | Add +0.8% | 791,703 | $8.3M |
| Strategic Value Bank Partners LLC | 4.54% | No change | 651,298 | $6.9M |
| Vanguard Group Inc. | 0.00% | No change | 534,173 | $5.6M |
| First Manhattan Co. Llc. | 0.01% | Add +0.8% | 329,571 | $3.5M |
| Meridian Wealth Partners, LLC | 0.38% | Reduce -3.6% | 206,843 | $2.2M |
| BlackRock Inc. | 0.00% | Add +4.6% | 200,776 | $2.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.5% | 171,249 | $1.8M |
| Wick Capital Partners, LLC | 0.53% | No change | 144,516 | $1.5M |
| LSV Asset Management | 0.00% | Reduce -1.6% | 91,356 | $961K |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 90,696 | $954K |
| Bridgeway Capital Management, LLC | 0.02% | No change | 88,643 | $933K |
| Gator Capital Management, LLC | 0.43% | Reduce -0.5% | 81,462 | $857K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.5% | 63,348 | $666K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 59,367 | $625K |
| Acadian Asset Management LLC | 0.00% | Reduce -1.6% | 53,559 | $562K |
| Mendon Capital Advisors Corp. | 0.32% | No change | 30,000 | $511K |
| Barclays PLC | 0.00% | No change | 36,731 | $386K |
| Renaissance Technologies | 0.00% | Add +0.3% | 34,600 | $364K |
| State Street Corp. | 0.00% | No change | 29,442 | $310K |
| HSBC Holdings PLC | 0.00% | No change | 29,107 | $298K |
| Strid Group, LLC | 0.04% | Reduce -47.4% | 22,849 | $240K |
| Royal Bank of Canada | 0.00% | No change | 20,500 | $216K |
| ELCO Management Co., LLC | 0.11% | Add +3.1% | 18,587 | $196K |
| Bank of New York Mellon Corp | 0.00% | No change | 16,828 | $177K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 15,986 | $168K |
| Northeast Financial Consultants Inc | 0.01% | Reduce -47.1% | 15,000 | $158K |
| Morgan Stanley | 0.00% | Reduce -7.3% | 14,661 | $154K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -67.4% | 14,200 | $149K |
| Millennium Management | 0.00% | Reduce -31.2% | 10,920 | $115K |
| Citigroup Inc. | 0.00% | Reduce -52.7% | 6,681 | $70K |
| Bank of America Corp. | 0.00% | Reduce -70.4% | 6,569 | $69K |
| UBS Group AG | 0.00% | Reduce -10.0% | 5,127 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | New | 3,000 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.3% | 891 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.4% | 402 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 98 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 16 | $168 |
| Innealta Capital, LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.