MeridianMRBK
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 41 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Fourthstone LLC ($14.1M), Ategra Capital Management, LLC ($13.0M) and Banc Funds Co. LLC ($10.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $308K |
| Exits | 2 | $857K |
All 13F filers, Q2 2024 → Q3 2024: 272,393 shares bought and 183,076 shares sold, net +89,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Fourthstone LLC | 3.15% | Reduce -0.2% | 1,116,763 | $14.1M |
| Ategra Capital Management, LLC | 9.44% | Add +1.7% | 1,026,340 | $13.0M |
| Banc Funds Co. LLC | 1.14% | Add +4.7% | 829,153 | $10.5M |
| Strategic Value Bank Partners LLC | 5.05% | No change | 651,298 | $8.2M |
| Vanguard Group Inc. | 0.00% | No change | 534,173 | $6.8M |
| First Manhattan Co. Llc. | 0.02% | Add +29.6% | 427,071 | $5.4M |
| BlackRock, Inc. | 0.00% | — | 218,971 | $2.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +15.5% | 197,774 | $2.5M |
| Wick Capital Partners, LLC | 0.59% | No change | 144,516 | $1.8M |
| Meridian Wealth Partners, LLC | 0.28% | Reduce -30.4% | 143,976 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 93,534 | $1.2M |
| LSV Asset Management | 0.00% | Reduce -0.4% | 90,956 | $1.1M |
| Bridgeway Capital Management, LLC | 0.02% | No change | 88,643 | $1.1M |
| Renaissance Technologies | 0.00% | Add +100.0% | 69,200 | $875K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 59,567 | $753K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.4% | 58,021 | $733K |
| Acadian Asset Management LLC | 0.00% | No change | 53,559 | $675K |
| Barclays PLC | 0.00% | Add +10.0% | 40,406 | $511K |
| HSBC Holdings PLC | 0.00% | Add +3.4% | 30,096 | $380K |
| State Street Corp. | 0.00% | No change | 29,442 | $372K |
| Royal Bank of Canada | 0.00% | No change | 20,500 | $259K |
| Qube Research & Technologies Ltd | 0.00% | Add +4894.0% | 20,076 | $254K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +41.3% | 20,059 | $254K |
| Mendon Capital Advisors Corp. | 0.15% | Reduce -38.0% | 18,587 | $235K |
| ELCO Management Co., LLC | 0.13% | No change | 18,587 | $235K |
| Bank of New York Mellon Corp | 0.00% | No change | 16,828 | $213K |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 15,843 | $200K |
| Morgan Stanley | 0.00% | Add +1.8% | 14,925 | $189K |
| Citadel Advisors | 0.00% | New | 14,218 | $180K |
| Millennium Management | 0.00% | Reduce -6.2% | 10,240 | $129K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,124 | $128K |
| Strid Group, LLC | 0.02% | Reduce -56.2% | 10,000 | $126K |
| Northeast Financial Consultants Inc | 0.01% | Reduce -33.3% | 10,000 | $126K |
| Citigroup Inc. | 0.00% | Add +19.2% | 7,965 | $101K |
| Bank of America Corp. | 0.00% | Add +0.5% | 6,603 | $83K |
| UBS Group AG | 0.00% | Add +2.6% | 5,262 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,000 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.7% | 217 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 98 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 16 | $202 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $8 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.