MeridianMRBK
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 51 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 10 from Q3 2024. 9 opened new positions and 1 sold out. The largest holders were Fourthstone LLC ($15.2M), Ategra Capital Management, LLC ($14.0M) and Banc Funds Co. LLC ($10.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Meridian Corp.
- CUSIP
- 58958P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.1M |
| Exits | 1 | $126K |
All 13F filers, Q3 2024 → Q4 2024: 391,225 shares bought and 108,664 shares sold, net +282,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Fourthstone LLC | 2.97% | Reduce -0.6% | 1,110,437 | $15.2M |
| Ategra Capital Management, LLC | 9.45% | Reduce -0.4% | 1,022,398 | $14.0M |
| Banc Funds Co. LLC | 1.15% | Reduce -8.2% | 761,309 | $10.4M |
| Strategic Value Bank Partners LLC | 5.76% | No change | 651,298 | $8.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 532,895 | $7.3M |
| First Manhattan Co. Llc. | 0.02% | Add +1.2% | 432,071 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 220,706 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.6% | 210,758 | $2.9M |
| Truffle Hound Capital, LLC | 1.64% | — | 200,000 | $2.7M |
| Wick Capital Partners, LLC | 0.58% | No change | 144,516 | $2.0M |
| Meridian Wealth Partners, LLC | 0.30% | Reduce -0.1% | 143,834 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 94,061 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +61.8% | 93,892 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -2.3% | 86,643 | $1.2M |
| Renaissance Technologies | 0.00% | Add +14.0% | 78,900 | $1.1M |
| LSV Asset Management | 0.00% | Reduce -16.5% | 75,956 | $1.0M |
| Acadian Asset Management LLC | 0.00% | Add +30.1% | 69,699 | $953K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 61,367 | $841K |
| Millennium Management | 0.00% | Add +410.2% | 52,244 | $716K |
| Mendon Capital Advisors Corp. | 0.38% | Add +161.4% | 48,587 | $666K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +122.9% | 44,707 | $613K |
| Goldman Sachs Group Inc. | 0.00% | New | 38,847 | $533K |
| Barclays PLC | 0.00% | Reduce -4.5% | 38,605 | $529K |
| Qube Research & Technologies Ltd | 0.00% | Add +91.6% | 38,461 | $527K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +265.1% | 36,959 | $507K |
| State Street Corp. | 0.00% | Add +6.8% | 31,446 | $431K |
| HSBC Holdings PLC | 0.00% | No change | 30,096 | $406K |
| Ancora Advisors LLC | 0.01% | New | 28,790 | $395K |
| Jane Street Group, LLC | 0.00% | New | 23,499 | $322K |
| 683 Capital Management, LLC | 0.03% | New | 23,008 | $315K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 21,065 | $289K |
| Northern Trust Corp. | 0.00% | Add +16.5% | 18,452 | $253K |
| Citadel Advisors | 0.00% | Add +29.0% | 18,347 | $252K |
| Morgan Stanley | 0.00% | Add +22.6% | 18,301 | $251K |
| ELCO Management Co., LLC | 0.13% | Reduce -1.6% | 18,291 | $251K |
| Bank of New York Mellon Corp | 0.00% | No change | 16,828 | $231K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,590 | $186K |
| Engineers Gate Manager LP | 0.00% | New | 10,235 | $140K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 10,143 | $139K |
| Strid Group, LLC | 0.02% | No change | 10,000 | $137K |
| Citigroup Inc. | 0.00% | Add +10.9% | 8,831 | $121K |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 6,568 | $90K |
| UBS Group AG | 0.00% | Add +2.4% | 5,387 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,000 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +491.7% | 1,284 | $18K |
| BNP Paribas Financial Markets | 0.00% | Add +1200.0% | 1,274 | $17K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,000 | $14K |
| Federated Hermes, Inc. | 0.00% | New | 567 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 16 | $219 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $14 |
| Wells Fargo & Company | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.