MeridianMRBK

13F holders, Q1 2026 (March 31)
93holders +5
9new positions
6sold out
5famous investors
$18.96avg. 13F price*

At the end of Q1 2026, 93 institutions reported holding Meridian Corp. (MRBK) in their 13F filings, up 5 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were Fourthstone LLC ($22.3M), Strategic Value Bank Partners LLC ($12.3M) and BlackRock, Inc. ($10.6M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$3.0M
Exits6$1.5M

All 13F filers, Q4 2025 → Q1 2026: 569,822 shares bought and 468,702 shares sold, net +101,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 93 holders

Fourthstone LLC 3.78% Add +4.8% 1,175,301 $22.3M
Strategic Value Bank Partners LLC 6.64% No change 651,298 $12.3M
BlackRock, Inc. 0.00% Add +2.9% 558,532 $10.6M
Vanguard Capital Management LLC 0.00% — 486,842 $9.2M
First Manhattan Co. Llc. 0.02% No change 437,696 $8.3M
Dimensional Fund Advisors LP 0.00% Add +9.8% 434,002 $8.2M
Banc Funds Co. LLC 1.30% Add +15.1% 369,333 $7.0M
Acadian Asset Management LLC 0.01% Add +16.6% 250,937 $4.8M
Ategra Capital Management, LLC 2.52% Reduce -32.1% 239,210 $4.5M
Geode Capital Management, LLC 0.00% Reduce -0.0% 213,062 $4.0M
American Century Companies Inc. 0.00% Add +41.8% 192,682 $3.7M
Nuveen, LLC 0.00% Add +30.8% 168,863 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -7.0% 166,439 $3.2M
Wick Capital Partners, LLC 0.50% No change 144,516 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -1.0% 138,031 $2.6M
State Street Corp. 0.00% Add +25.8% 132,180 $2.5M
Two Sigma Investments, LP 0.00% Add +10.4% 110,949 $2.1M
Trexquant Investment LP 0.01% Reduce -3.3% 89,467 $1.7M
Segall Bryant & Hamill, LLC 0.02% Reduce -37.2% 79,390 $1.5M
Goldman Sachs Group Inc. 0.00% Add +23.1% 78,435 $1.5M
Russell Investments Group, Ltd. 0.00% Add +2.3% 67,380 $1.3M
LSV Asset Management 0.00% Reduce -1.2% 67,256 $1.3M
Meridian Wealth Partners, LLC 0.17% No change 66,839 $1.3M
Northern Trust Corp. 0.00% Add +2.5% 66,549 $1.3M
Marshall Wace, LLP 0.00% Reduce -42.9% 66,538 $1.3M
Morgan Stanley 0.00% Add +140.4% 65,048 $1.2M
Vanguard Portfolio Management LLC 0.00% — 62,666 $1.2M
Bridgeway Capital Management, LLC 0.02% No change 61,203 $1.2M
Vanguard Fiduciary Trust Co. 0.00% — 59,873 $1.1M
Key Financial Inc 0.20% No change 59,366 $1.1M
Algert Global LLC 0.02% New 55,350 $1.0M
SummerHaven Investment Management, LLC 0.63% Reduce -9.2% 54,421 $1.0M
Qube Research & Technologies Ltd 0.00% New 52,671 $999K
Ancora Advisors LLC 0.02% Reduce -3.3% 51,990 $986K
AQR Capital Management 0.00% Add +31.3% 42,671 $809K
Bank of New York Mellon Corp 0.00% Reduce -12.0% 38,973 $739K
Barclays PLC 0.00% Reduce -12.9% 36,841 $699K
Squarepoint Ops LLC 0.00% Reduce -27.0% 31,518 $598K
Los Angeles Capital Management LLC 0.00% Reduce -56.9% 27,298 $518K
Mendon Capital Advisors Corp. 0.20% No change 26,722 $507K
Prudential Financial Inc. 0.00% Reduce -45.6% 26,100 $495K
Traynor Capital Management, Inc. 0.03% No change 25,000 $472K
Charles Schwab Investment Management Inc. 0.00% Reduce -10.8% 23,719 $450K
Millennium Management 0.00% Reduce -7.2% 23,705 $449K
Jump Financial, LLC 0.01% Reduce -31.4% 22,500 $427K
HSBC Holdings PLC 0.00% New 21,891 $416K
Occudo Quantitative Strategies LP 0.02% Add +46.1% 19,479 $367K
Citadel Advisors 0.00% Add +10.8% 19,181 $364K
Man Group plc 0.00% Reduce -26.1% 19,122 $363K
Renaissance Technologies 0.00% Reduce -19.6% 18,400 $349K
Hillsdale Investment Management Inc. 0.01% New 18,200 $345K
Engineers Gate Manager LP 0.00% Add +75.7% 18,121 $344K
Point72 Asset Management 0.00% Reduce -3.8% 17,159 $325K
Invesco Ltd. 0.00% Reduce -4.4% 15,437 $293K
State of Wisconsin Investment Board 0.00% Reduce -19.7% 12,525 $237K
ELCO Management Co., LLC 0.11% No change 11,722 $222K
Martingale Asset Management L P 0.01% New 11,642 $221K
Rhumbline Advisers 0.00% Add +0.1% 11,560 $219K
Strid Group, LLC 0.02% No change 10,000 $190K
Vanguard Global Advisers, LLC 0.00% — 8,020 $152K
UBS Group AG 0.00% Reduce -62.9% 7,837 $149K
Deutsche Bank AG 0.00% No change 7,126 $135K
MetLife Investment Management, LLC 0.00% No change 5,580 $106K
Royal Bank of Canada 0.00% Add +0.3% 5,188 $98K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.3% 4,497 $85K
Wells Fargo & Company 0.00% Reduce -62.9% 4,045 $77K
JPMorgan Chase & Co. 0.00% Reduce -77.4% 3,868 $73K
New York State Common Retirement Fund 0.00% No change 3,600 $68K
PNC Financial Services Group, Inc. 0.00% No change 3,459 $66K
STRS Ohio 0.00% Reduce -63.9% 2,600 $49K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,114 $40K
Bessemer Group Inc. 0.00% No change 2,126 $40K
BNP Paribas Financial Markets 0.00% Reduce -3.5% 1,984 $38K
Cwm, LLC 0.00% Add +24.8% 1,953 $37K
Tower Research Capital LLC (TRC) 0.00% Add +50.6% 1,366 $26K
State of Alaska, Department of Revenue 0.00% No change 1,173 $22K
Ameritas Investment Partners, Inc. 0.00% No change 926 $18K
Legal & General Group Plc 0.00% No change 815 $15K
FMR LLC 0.00% Add +2.0% 563 $11K
California State Teachers Retirement System 0.00% Reduce -12.1% 500 $9K
Citigroup Inc. 0.00% Add +110.5% 440 $8K
Assetmark, Inc. 0.00% New 395 $7K
Sterling Capital Management LLC 0.00% Reduce -41.6% 262 $5K
GAMMA Investing LLC 0.00% Add +88.5% 196 $4K
Allworth Financial LP 0.00% Add +35.3% 138 $3K
IFP Advisors, Inc 0.00% No change 90 $2K
MAI Capital Management 0.00% Add +409.1% 56 $1K
Covestor Ltd 0.00% Reduce -73.7% 31 $1K
Arax Advisory Partners 0.00% New 48 $910
Federated Hermes, Inc. 0.00% New 46 $872
Basecamp Wealth Advisors LLC 0.00% New 16 $303
True Wealth Design, LLC 0.00% Add +7.1% 15 $285
SJS Investment Consulting Inc. 0.00% No change 8 $152

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