First Merchants Ownership | Who Owns First Merchants?
First Merchants Ownership Summary
First Merchants is owned by 73.74% institutional investors, 1.56% insiders, and 24.70% retail investors. Vanguard group is the largest institutional shareholder, holding 10.94% of FRME shares. iShares Russell 2000 ETF is the top mutual fund, with 2.90% of its assets in First Merchants shares.
FRME Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Merchants | 73.74% | 1.56% | 24.70% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.46M | 10.94% | $215.13M |
| Blackrock | 4.83M | 8.18% | $160.84M |
| Dimensional fund advisors lp | 3.48M | 5.88% | $115.68M |
| Earnest partners | 2.69M | 4.56% | $89.68M |
| State street | 2.05M | 3.47% | $68.27M |
| American century companies | 1.46M | 2.48% | $48.68M |
| Geode capital management | 1.39M | 2.35% | $46.26M |
| Victory capital management | 1.02M | 1.73% | $33.99M |
| Principal financial group | 874.57K | 1.48% | $29.11M |
| William blair investment management | 825.25K | 1.40% | $27.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pl capital advisors | 686.33K | 9.50% | $22.85M |
| John w. rosenthal capital management | 75.70K | 3.57% | $2.52M |
| Petiole usa | 94.05K | 2.63% | $3.13M |
| Cardinal capital management llc /ct | 275.89K | 2.51% | $9.18M |
| Denali advisors | 204.18K | 1.86% | $6.80M |
| First merchants | 581.86K | 0.78% | $19.37M |
| Mesirow institutional investment management | 246.85K | 0.72% | $8.22M |
| Aurora investment counsel | 35.71K | 0.70% | $1.19M |
| Systematic financial management lp | 589.36K | 0.60% | $19.62M |
| Earnest partners | 2.69M | 0.42% | $89.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First merchants | 581.86K | 0.78% | 477.46K |
| Norges bank | 298.15K | 0.00% | 298.15K |
| Mesirow institutional investment management | 246.85K | 0.72% | 246.85K |
| State street | 2.05M | 0.00% | 190.64K |
| Dimensional fund advisors lp | 3.48M | 0.03% | 180.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cardinal capital management llc /ct | 275.89K | 2.51% | -1.07M |
| Macquarie group | - | - | -167.29K |
| Bnp paribas asset management | - | - | -157.49K |
| Oneascent financial services | - | - | -128.60K |
| Guggenheim capital | 256.12K | 0.06% | -102.34K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 298.15K | 0.00% | 298.15K | $9.93M |
| Mesirow institutional investment management | 246.85K | 0.72% | 246.85K | $8.22M |
| Voloridge investment management | 81.77K | 0.01% | 81.77K | $2.72M |
| Corebridge financial | 31.38K | 0.01% | 31.38K | $1.04M |
| Mirae asset global etfs | 29.29K | 0.00% | 29.29K | $974.93K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -2.00 |
| Tfo-tdc | -3.00 |
| Nelson, van denburg & campbell wealth management group | -14.00 |
| International assets investment management | -21.00 |
| Geneos wealth management | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 239 | 5.29% | 42,823,670 | 0.40% | 73 | 1.41% | 120 | 4.35% | 68 | 1.49% |
| Jun 30, 2024 | 222 | -2.63% | 42,549,846 | -0.14% | 72 | 1.38% | 112 | 21.74% | 67 | -20.24% |
| Mar 31, 2024 | 228 | 1.79% | 42,607,558 | -2.74% | 72 | 1.32% | 92 | -21.37% | 84 | 12.00% |
| Dec 31, 2023 | 224 | 8.21% | 43,805,940 | 4.79% | 73 | 1.49% | 117 | 12.50% | 75 | 20.97% |
| Sep 30, 2023 | 207 | - | 41,804,360 | -2.15% | 70 | 1.36% | 104 | -0.95% | 62 | 5.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 1.70M | 2.90% | -3.56K |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 2.84% | -16.50K |
| Vanguard Small Cap Index | 1.39M | 2.37% | 2.75K |
| Harbor Small Cap Value Instl | 1.07M | 1.84% | -77.34K |
| Vanguard Small Cap Value Index Inv | 941.76K | 1.61% | -324.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 882.44K | 1.50% | -3.20K |
| DFA US Small Cap Value I | 806.28K | 1.37% | 8.11K |
| American Century Small Cap Value Inv | 690.00K | 1.18% | -15.00K |
| American Century U.S. Small Cap Value | 690.00K | 1.18% | -15.00K |
| Fidelity Small Cap Index | 598.87K | 1.02% | -15.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | Stewart Michael J | President | Sell | $316.96K |
| Nov 08, 2024 | Fehring Patrick J. | - | Sell | $1.14M |
| Aug 09, 2024 | HARDWICK MARK K | Chief Executive Officer | Sell | $475.92K |
| May 30, 2024 | Fehring Patrick J. | - | Sell | $778.16K |
| Mar 29, 2024 | Stewart Michael J | President | Buy | $1.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 1 | 3 |
| 2023 Q4 | 2 | 1 |
FRME Ownership FAQ
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