MeridianMRBK

13F holders, Q1 2025 (March 31)
60holders +9
12new positions
2sold out
3famous investors
$14.40avg. 13F price*

At the end of Q1 2025, 60 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 9 from Q4 2024. 12 opened new positions and 2 sold out. The largest holders were Fourthstone LLC ($11.1M), Ategra Capital Management, LLC ($11.1M) and Banc Funds Co. LLC ($9.5M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

050100150 Q1 2024: 41Q1 2024Q2 2024: 40Q2 2024Q3 2024: 41Q3 2024Q4 2024: 51Q4 2024Q1 2025: 60Q1 2025Q2 2025: 63Q2 2025Q3 2025: 83Q3 2025Q4 2025: 88Q4 2025Q1 2026: 93Q1 2026Q2 2026: 102Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$3.9M
Exits2$455K

All 13F filers, Q4 2024 → Q1 2025: 856,534 shares bought and 864,306 shares sold, net −7,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Fourthstone LLC 2.76% Reduce -30.4% 772,449 $11.1M
Ategra Capital Management, LLC 8.96% Reduce -24.7% 769,755 $11.1M
Banc Funds Co. LLC 1.25% Reduce -13.4% 659,104 $9.5M
Strategic Value Bank Partners LLC 6.00% No change 651,298 $9.4M
Vanguard Group Inc. 0.00% Reduce -1.2% 526,451 $7.6M
First Manhattan Co. Llc. 0.02% No change 432,071 $6.2M
Dimensional Fund Advisors LP 0.00% Add +24.9% 263,332 $3.8M
BlackRock, Inc. 0.00% Add +5.0% 231,779 $3.3M
Millennium Management 0.00% Add +292.7% 205,144 $3.0M
Truffle Hound Capital, LLC 1.85% No change 200,000 $2.9M
Susquehanna International Group, LLP 0.00% Add +83.3% 172,095 $2.5M
Wick Capital Partners, LLC 0.62% No change 144,516 $2.1M
Acadian Asset Management LLC 0.01% Add +75.3% 122,199 $1.8M
Meridian Wealth Partners, LLC 0.28% Reduce -16.3% 120,380 $1.7M
Marshall Wace, LLP 0.00% New 111,550 $1.6M
Geode Capital Management, LLC 0.00% Add +7.3% 100,966 $1.5M
Goldman Sachs Group Inc. 0.00% Add +114.1% 83,179 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +85.0% 82,728 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +113.9% 79,065 $1.1M
Bridgeway Capital Management, LLC 0.03% Reduce -20.3% 69,046 $994K
LSV Asset Management 0.00% Reduce -10.4% 68,056 $980K
Jane Street Group, LLC 0.00% Add +178.7% 65,483 $943K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.1% 59,467 $856K
Mendon Capital Advisors Corp. 0.30% Reduce -6.8% 45,296 $652K
Barclays PLC 0.00% Add +0.3% 38,711 $557K
Renaissance Technologies 0.00% Reduce -51.8% 38,000 $547K
Ancora Advisors LLC 0.01% Add +16.7% 33,590 $484K
Citadel Advisors 0.00% Add +80.4% 33,098 $477K
HSBC Holdings PLC 0.00% Add +6.0% 31,899 $458K
State Street Corp. 0.00% No change 31,446 $453K
Russell Investments Group, Ltd. 0.00% Add +2614.3% 27,143 $391K
Cubist Systematic Strategies, LLC 0.00% New 24,199 $348K
Trexquant Investment LP 0.00% New 23,249 $335K
Morgan Stanley 0.00% Add +22.9% 22,482 $324K
American Century Companies Inc. 0.00% New 21,553 $310K
Royal Bank of Canada 0.00% Reduce -1.5% 20,749 $299K
Schonfeld Strategic Advisors LLC 0.00% Add +47.7% 20,070 $289K
HRT Financial LP 0.00% New 19,635 $282K
OMERS ADMINISTRATION Corp 0.00% New 19,200 $276K
Northern Trust Corp. 0.00% Reduce -0.4% 18,371 $265K
Qube Research & Technologies Ltd 0.00% Reduce -53.3% 17,949 $258K
Hillsdale Investment Management Inc. 0.01% New 17,900 $258K
Bank of New York Mellon Corp 0.00% No change 16,828 $242K
ELCO Management Co., LLC 0.12% Reduce -18.0% 15,000 $216K
NewEdge Advisors, LLC 0.00% New 14,517 $209K
Engineers Gate Manager LP 0.00% Add +35.4% 13,859 $200K
UBS Group AG 0.00% Add +118.2% 11,756 $169K
Jain Global LLC 0.00% New 10,100 $145K
Strid Group, LLC 0.02% No change 10,000 $144K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 5,105 $74K
PNC Financial Services Group, Inc. 0.00% No change 3,000 $43K
Bank of America Corp. 0.00% Reduce -65.2% 2,289 $33K
Citigroup Inc. 0.00% Reduce -74.4% 2,258 $33K
Point72 (DIFC) Ltd 0.00% New 655 $9K
BNP Paribas Financial Markets 0.00% Reduce -55.0% 574 $8K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.7% 492 $7K
Federated Hermes, Inc. 0.00% Reduce -50.8% 279 $4K
JPMorgan Chase & Co. 0.00% No change 16 $230
Northwestern Mutual Wealth Management Co. 0.00% New 16 $230
SBI Securities Co., Ltd. 0.00% No change 1 $14

"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.