MeridianMRBK
13F holders, Q2 2025 (June 30)63holders +3
16new positions
14sold out
3famous investors
$13.17avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 3 from Q1 2025. 16 opened new positions and 14 sold out. The largest holders were Fourthstone LLC ($14.0M), Strategic Value Bank Partners LLC ($8.4M) and Ategra Capital Management, LLC ($7.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $1.3M |
| Exits | 14 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,265,079 shares bought and 1,056,822 shares sold, net +208,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Fourthstone LLC | 2.74% | Add +40.4% | 1,084,319 | $14.0M |
| Strategic Value Bank Partners LLC | 4.80% | No change | 651,298 | $8.4M |
| Ategra Capital Management, LLC | 6.31% | Reduce -20.0% | 616,129 | $7.9M |
| Banc Funds Co. LLC | 1.17% | Reduce -8.9% | 600,415 | $7.7M |
| Vanguard Group Inc. | 0.00% | Add +13.9% | 599,482 | $7.7M |
| BlackRock, Inc. | 0.00% | Add +119.4% | 508,511 | $6.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.5% | 430,071 | $5.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +25.6% | 330,764 | $4.3M |
| Geode Capital Management, LLC | 0.00% | Add +110.9% | 212,905 | $2.7M |
| Wick Capital Partners, LLC | 0.48% | Reduce -99.6% | 523 | $1.9M |
| Meridian Wealth Partners, LLC | 0.26% | Add +16.1% | 139,726 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Add +14.3% | 139,676 | $1.8M |
| Truffle Hound Capital, LLC | 1.06% | Reduce -37.9% | 124,295 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -9.6% | 100,799 | $1.3M |
| State Street Corp. | 0.00% | Add +182.7% | 88,907 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +9.5% | 86,608 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +4.2% | 86,203 | $1.1M |
| Bridgeway Capital Management, LLC | 0.02% | No change | 69,046 | $890K |
| Millennium Management | 0.00% | Reduce -66.4% | 68,854 | $888K |
| LSV Asset Management | 0.00% | No change | 68,056 | $877K |
| Northern Trust Corp. | 0.00% | Add +267.9% | 67,578 | $871K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 59,467 | $830K |
| Barclays PLC | 0.00% | Add +38.6% | 53,643 | $691K |
| Ancora Advisors LLC | 0.01% | Add +58.6% | 53,270 | $687K |
| Renaissance Technologies | 0.00% | Add +39.2% | 52,900 | $682K |
| Trexquant Investment LP | 0.01% | Add +117.2% | 50,494 | $651K |
| American Century Companies Inc. | 0.00% | Add +128.6% | 49,259 | $635K |
| Citadel Advisors | 0.00% | Add +35.6% | 44,891 | $579K |
| Morgan Stanley | 0.00% | Add +88.7% | 42,423 | $547K |
| Bank of New York Mellon Corp | 0.00% | Add +96.6% | 33,080 | $426K |
| Mendon Capital Advisors Corp. | 0.19% | Reduce -33.8% | 30,000 | $387K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 26,586 | $343K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.3% | 25,499 | $329K |
| HSBC Holdings PLC | 0.00% | Reduce -21.1% | 25,166 | $324K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.6% | 23,711 | $306K |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 18,542 | $239K |
| ELCO Management Co., LLC | 0.10% | No change | 15,000 | $193K |
| Jump Financial, LLC | 0.00% | New | 13,548 | $175K |
| Rhumbline Advisers | 0.00% | New | 13,254 | $171K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.8% | 12,393 | $160K |
| Nuveen, LLC | 0.00% | New | 11,842 | $153K |
| UBS Group AG | 0.00% | Reduce -13.9% | 10,124 | $130K |
| Invesco Ltd. | 0.00% | New | 10,053 | $130K |
| Strid Group, LLC | 0.02% | No change | 10,000 | $129K |
| New York State Common Retirement Fund | 0.00% | New | 8,200 | $106K |
| STRS Ohio | 0.00% | New | 7,200 | $93K |
| Bank of America Corp. | 0.00% | Add +166.6% | 6,103 | $79K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 5,617 | $72K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 4,955 | $64K |
| JPMorgan Chase & Co. | 0.00% | Add +26887.5% | 4,318 | $56K |
| Citigroup Inc. | 0.00% | Add +36.2% | 3,075 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,000 | $39K |
| Bessemer Group Inc. | 0.00% | New | 2,126 | $27K |
| BNP Paribas Financial Markets | 0.00% | Add +222.7% | 1,852 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 926 | $12K |
| Legal & General Group Plc | 0.00% | New | 815 | $11K |
| Raymond James Financial Inc. | 0.00% | New | 700 | $9K |
| California State Teachers Retirement System | 0.00% | New | 566 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.4% | 373 | $5K |
| Amalgamated Bank | 0.00% | New | 310 | $4K |
| Sterling Capital Management LLC | 0.00% | New | 205 | $3K |
| FMR LLC | 0.00% | New | 3 | $39 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.