MeridianMRBK
13F holders, Q4 2025 (December 31)88holders +5
8new positions
3sold out
5famous investors
$17.55avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($19.7M), Strategic Value Bank Partners LLC ($11.4M) and Vanguard Group Inc. ($10.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 3 | $262K |
All 13F filers, Q3 2025 → Q4 2025: 535,468 shares bought and 316,379 shares sold, net +219,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Fourthstone LLC | 3.69% | Add +4.6% | 1,121,775 | $19.7M |
| Strategic Value Bank Partners LLC | 7.84% | No change | 651,298 | $11.4M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 584,072 | $10.3M |
| BlackRock, Inc. | 0.00% | Add +4.1% | 542,630 | $9.5M |
| First Manhattan Co. Llc. | 0.02% | Add +1.2% | 437,696 | $7.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.2% | 395,283 | $6.9M |
| Ategra Capital Management, LLC | 3.54% | Reduce -13.4% | 352,269 | $6.2M |
| Banc Funds Co. LLC | 1.12% | Reduce -29.1% | 320,919 | $5.6M |
| Acadian Asset Management LLC | 0.01% | Add +14.7% | 215,282 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 213,117 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +4.3% | 179,064 | $3.1M |
| Wick Capital Partners, LLC | 0.46% | No change | 144,516 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +17.7% | 139,401 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +57.8% | 135,854 | $2.4M |
| Nuveen, LLC | 0.00% | Add +19.9% | 129,062 | $2.3M |
| Segall Bryant & Hamill, LLC | 0.03% | No change | 126,424 | $2.2M |
| Marshall Wace, LLP | 0.00% | Add +10.0% | 116,572 | $2.0M |
| State Street Corp. | 0.00% | Add +4.9% | 105,090 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +21.3% | 100,474 | $1.8M |
| Trexquant Investment LP | 0.01% | Add +28.6% | 92,537 | $1.6M |
| LSV Asset Management | 0.00% | No change | 68,056 | $1.2M |
| Meridian Wealth Partners, LLC | 0.16% | Reduce -7.5% | 66,839 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.2% | 65,899 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.9% | 64,948 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 63,744 | $1.1M |
| Bridgeway Capital Management, LLC | 0.02% | No change | 61,203 | $1.1M |
| SummerHaven Investment Management, LLC | 0.60% | No change | 59,907 | $1.1M |
| Key Financial Inc | 0.19% | No change | 59,366 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 53,780 | $945K |
| Los Angeles Capital Management LLC | 0.00% | Add +49.5% | 63,334 | $906K |
| Prudential Financial Inc. | 0.00% | Add +33.9% | 48,010 | $844K |
| Bank of New York Mellon Corp | 0.00% | Add +24.4% | 44,290 | $779K |
| Squarepoint Ops LLC | 0.00% | Add +74.8% | 43,195 | $759K |
| Barclays PLC | 0.00% | Add +4.0% | 42,279 | $743K |
| Maltese Capital Management LLC | 0.11% | Add +333.2% | 34,523 | $607K |
| Jump Financial, LLC | 0.01% | Add +40.2% | 32,800 | $577K |
| Jane Street Group, LLC | 0.00% | Add +82.4% | 32,542 | $572K |
| AQR Capital Management | 0.00% | Add +25.2% | 32,498 | $571K |
| Morgan Stanley | 0.00% | Add +61.0% | 27,055 | $476K |
| Mendon Capital Advisors Corp. | 0.18% | No change | 26,722 | $470K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 26,586 | $467K |
| Man Group plc | 0.00% | Add +93.8% | 25,860 | $455K |
| Millennium Management | 0.00% | Add +8.7% | 25,530 | $449K |
| Traynor Capital Management, Inc. | 0.02% | No change | 25,000 | $440K |
| Renaissance Technologies | 0.00% | Reduce -63.4% | 22,900 | $403K |
| UBS Group AG | 0.00% | Add +29.1% | 21,116 | $371K |
| Point72 Asset Management | 0.00% | New | 17,833 | $314K |
| Citadel Advisors | 0.00% | Reduce -75.8% | 17,310 | $304K |
| JPMorgan Chase & Co. | 0.00% | Add +79.2% | 17,110 | $301K |
| Invesco Ltd. | 0.00% | Add +24.2% | 16,153 | $284K |
| State of Wisconsin Investment Board | 0.00% | New | 15,600 | $274K |
| Two Sigma Advisers, LP | 0.00% | Reduce -25.8% | 14,100 | $248K |
| Occudo Quantitative Strategies LP | 0.02% | New | 13,331 | $234K |
| ELCO Management Co., LLC | 0.13% | No change | 11,722 | $206K |
| Rhumbline Advisers | 0.00% | Reduce -11.1% | 11,551 | $203K |
| Wells Fargo & Company | 0.00% | Add +49.9% | 10,906 | $192K |
| Engineers Gate Manager LP | 0.00% | New | 10,314 | $181K |
| Bank of America Corp. | 0.00% | Add +176.4% | 10,148 | $178K |
| Strid Group, LLC | 0.02% | No change | 10,000 | $176K |
| STRS Ohio | 0.00% | No change | 7,200 | $127K |
| Deutsche Bank AG | 0.00% | No change | 7,126 | $125K |
| Canada Pension Plan Investment Board | 0.00% | New | 6,400 | $113K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.0% | 5,580 | $98K |
| Royal Bank of Canada | 0.00% | Reduce -11.0% | 5,174 | $91K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.1% | 4,395 | $77K |
| New York State Common Retirement Fund | 0.00% | No change | 3,600 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 3,459 | $61K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,114 | $37K |
| Bessemer Group Inc. | 0.00% | No change | 2,126 | $37K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.8% | 2,057 | $36K |
| Cwm, LLC | 0.00% | Reduce -26.4% | 1,565 | $28K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,173 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 926 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +34.8% | 907 | $16K |
| Legal & General Group Plc | 0.00% | No change | 815 | $14K |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 569 | $10K |
| FMR LLC | 0.00% | Add +2966.7% | 552 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.3% | 449 | $8K |
| Amalgamated Bank | 0.00% | Reduce -6.1% | 291 | $5K |
| Citigroup Inc. | 0.00% | Add +34.0% | 209 | $4K |
| Covestor Ltd | 0.00% | Add +16.8% | 118 | $2K |
| GAMMA Investing LLC | 0.00% | Add +246.7% | 104 | $2K |
| Allworth Financial LP | 0.00% | Add +17.2% | 102 | $2K |
| IFP Advisors, Inc | 0.00% | Add +2150.0% | 90 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -26.3% | 14 | $247 |
| MAI Capital Management | 0.00% | New | 11 | $194 |
| SJS Investment Consulting Inc. | 0.00% | New | 8 | $141 |
| Clearstead Advisors, LLC | 0.00% | Reduce -84.6% | 4 | $71 |
"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.