MeridianMRBK
13F holders, Q3 2025 (September 30)83holders +20
26new positions
6sold out
4famous investors
$15.78avg. 13F price*
At the end of Q3 2025, 83 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 20 from Q2 2025. 26 opened new positions and 6 sold out. The largest holders were Fourthstone LLC ($16.9M), Strategic Value Bank Partners LLC ($10.3M) and Vanguard Group Inc. ($9.2M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Meridian Corp.
- CUSIP
- 58958P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $9.1M |
| Exits | 6 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,247,508 shares bought and 801,719 shares sold, net +445,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Fourthstone LLC | 3.04% | Reduce -1.1% | 1,072,214 | $16.9M |
| Strategic Value Bank Partners LLC | 7.31% | No change | 651,298 | $10.3M |
| Vanguard Group Inc. | 0.00% | Reduce -3.3% | 579,569 | $9.2M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 521,480 | $8.2M |
| Banc Funds Co. LLC | 1.25% | Reduce -24.6% | 452,838 | $7.2M |
| First Manhattan Co. Llc. | 0.02% | Add +0.6% | 432,596 | $6.8M |
| Ategra Capital Management, LLC | 4.31% | Reduce -34.0% | 406,940 | $6.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.4% | 361,926 | $5.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 211,885 | $3.3M |
| Acadian Asset Management LLC | 0.01% | Add +34.3% | 187,624 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +99.3% | 171,765 | $2.7M |
| Wick Capital Partners, LLC | 0.54% | Add +27532.1% | 144,516 | $2.3M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 126,424 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +36.8% | 118,453 | $1.9M |
| Nuveen, LLC | 0.00% | Add +809.1% | 107,662 | $1.7M |
| Marshall Wace, LLP | 0.00% | Add +5.2% | 105,998 | $1.7M |
| State Street Corp. | 0.00% | Add +12.7% | 100,161 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +74.8% | 86,097 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 82,838 | $1.3M |
| Meridian Wealth Partners, LLC | 0.16% | Reduce -48.3% | 72,230 | $1.1M |
| Trexquant Investment LP | 0.01% | Add +42.5% | 71,936 | $1.1M |
| Citadel Advisors | 0.00% | Add +59.4% | 71,548 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 68,283 | $1.1M |
| LSV Asset Management | 0.00% | No change | 68,056 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +152.7% | 64,424 | $1.0M |
| Renaissance Technologies | 0.00% | Add +18.3% | 62,600 | $988K |
| Russell Investments Group, Ltd. | 0.00% | Add +159.2% | 61,466 | $971K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -11.4% | 61,203 | $966K |
| SummerHaven Investment Management, LLC | 0.55% | New | 59,907 | $946K |
| Key Financial Inc | 0.17% | New | 59,366 | $917K |
| Ancora Advisors LLC | 0.02% | Add +1.0% | 53,780 | $849K |
| Los Angeles Capital Management LLC | 0.00% | New | 42,364 | $669K |
| Barclays PLC | 0.00% | Reduce -24.2% | 40,645 | $642K |
| Prudential Financial Inc. | 0.00% | New | 35,865 | $566K |
| Bank of New York Mellon Corp | 0.00% | Add +7.6% | 35,605 | $562K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 26,586 | $420K |
| AQR Capital Management | 0.00% | New | 25,957 | $410K |
| Mendon Capital Advisors Corp. | 0.18% | Reduce -10.9% | 26,722 | $404K |
| Traynor Capital Management, Inc. | 0.02% | New | 25,000 | $395K |
| Squarepoint Ops LLC | 0.00% | New | 24,714 | $390K |
| Millennium Management | 0.00% | Reduce -65.9% | 23,479 | $371K |
| Jump Financial, LLC | 0.00% | Add +72.7% | 23,400 | $369K |
| Two Sigma Advisers, LP | 0.00% | New | 19,000 | $300K |
| Jane Street Group, LLC | 0.00% | New | 17,845 | $282K |
| Morgan Stanley | 0.00% | Reduce -60.4% | 16,800 | $265K |
| UBS Group AG | 0.00% | Add +61.6% | 16,359 | $258K |
| Integrated Quantitative Investments LLC | 0.07% | New | 16,220 | $256K |
| Man Group plc | 0.00% | New | 13,344 | $211K |
| Invesco Ltd. | 0.00% | Add +29.3% | 13,001 | $205K |
| Rhumbline Advisers | 0.00% | Reduce -1.9% | 12,995 | $205K |
| ELCO Management Co., LLC | 0.10% | Reduce -21.9% | 11,722 | $185K |
| Strid Group, LLC | 0.02% | No change | 10,000 | $158K |
| JPMorgan Chase & Co. | 0.00% | Add +121.1% | 9,548 | $151K |
| Maltese Capital Management LLC | 0.02% | New | 7,969 | $126K |
| Wells Fargo & Company | 0.00% | Add +29.6% | 7,277 | $115K |
| STRS Ohio | 0.00% | No change | 7,200 | $114K |
| Deutsche Bank AG | 0.00% | New | 7,126 | $113K |
| Royal Bank of Canada | 0.00% | Reduce -68.6% | 5,814 | $92K |
| MetLife Investment Management, LLC | 0.00% | New | 5,635 | $89K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.0% | 4,263 | $67K |
| BNP Paribas Financial Markets | 0.00% | Add +125.9% | 4,183 | $66K |
| Bank of America Corp. | 0.00% | Reduce -39.9% | 3,671 | $58K |
| New York State Common Retirement Fund | 0.00% | Reduce -56.1% | 3,600 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.1% | 3,452 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 2,126 | $34K |
| Cwm, LLC | 0.00% | New | 2,126 | $34K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 2,114 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 926 | $15K |
| Legal & General Group Plc | 0.00% | No change | 815 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 673 | $11K |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 567 | $9K |
| Sterling Capital Management LLC | 0.00% | Add +152.7% | 518 | $8K |
| Arax Advisory Partners | 0.00% | New | 383 | $6K |
| Amalgamated Bank | 0.00% | No change | 310 | $5K |
| Citigroup Inc. | 0.00% | Reduce -94.9% | 156 | $2K |
| Covestor Ltd | 0.00% | New | 101 | $2K |
| Allworth Financial LP | 0.00% | New | 87 | $1K |
| GAMMA Investing LLC | 0.00% | New | 30 | $474 |
| Clearstead Advisors, LLC | 0.00% | New | 26 | $411 |
| True Wealth Design, LLC | 0.00% | New | 19 | $301 |
| FMR LLC | 0.00% | Add +500.0% | 18 | $284 |
| IFP Advisors, Inc | 0.00% | New | 4 | $63 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $16 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.