Meridian Ownership | Who Owns Meridian?

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Meridian Ownership Summary

Meridian is owned by 58.18% institutional investors, 20.41% insiders, and 21.40% retail investors. Fourthstone is the largest institutional shareholder, holding 9.99% of MRBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.27% of its assets in Meridian shares.

MRBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Meridian	58.18%	20.41%	21.40%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fourthstone	1.11M	9.99%	$15.22M
Ategra capital management	1.02M	9.20%	$14.02M
Banc funds	761.31K	6.85%	$10.44M
Strategic value bank partners	651.30K	5.86%	$8.93M
Vanguard group	532.89K	4.80%	$7.31M
First manhattan co. llc.	432.07K	3.89%	$5.92M
Blackrock funding, inc. /de	220.71K	1.99%	$3.03M
Dimensional fund advisors lp	210.76K	1.90%	$2.89M
Blackrock	200.78K	1.81%	$2.11M
Meridian wealth partners	143.83K	1.29%	$1.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ategra capital management	1.02M	9.27%	$14.02M
Strategic value bank partners	651.30K	5.76%	$8.93M
Fourthstone	1.11M	2.97%	$15.22M
Banc funds	761.31K	1.15%	$10.44M
Wick capital partners	1.28K	0.58%	$1.98M
Mendon capital advisors	48.59K	0.33%	$666.13K
Meridian wealth partners	143.83K	0.30%	$1.97M
Elco management	18.29K	0.13%	$250.77K
Bridgeway capital management	86.64K	0.03%	$1.19M
Strid group	10.00K	0.02%	$137.10K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	52.24K	0.00%	42.00K
Goldman sachs group	38.85K	0.00%	38.85K
Susquehanna group, llp	93.89K	0.00%	35.87K
Mendon capital advisors	48.59K	0.33%	30.00K
Ancora advisors	28.79K	0.01%	28.79K

Top Sellers

Holder	Shares	% Assets	Change
Wick capital partners	1.28K	0.58%	-143.23K
Gator capital management	-	-	-81.46K
Banc funds	761.31K	1.15%	-67.84K
Bank of america corp /de/	6.57K	-	-15.63K
Lsv asset management	75.96K	0.00%	-15.00K

New Positions

Holder	Shares	% Assets	Change	Value
Goldman sachs group	38.85K	0.00%	38.85K	$532.59K
Ancora advisors	28.79K	0.01%	28.79K	$394.71K
Jane street group	23.50K	0.00%	23.50K	$322.17K
683 capital management	23.01K	0.02%	23.01K	$315.44K
Schonfeld strategic advisors	13.59K	0.00%	13.59K	$186.32K

Sold Out

Holder	Change
Innealta capital	-1.00
Ifp advisors	-516.00
Northeast financial consultants	-10.00K
Gator capital management	-81.46K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	51	24.39%	6,464,138	5.51%	58	1.91%	32	68.42%	11	10.00%
Sep 30, 2024	41	5.13%	6,126,608	22.29%	55	2.70%	19	90.00%	10	-37.50%
Jun 30, 2024	39	-2.50%	5,009,779	-3.14%	45	2.09%	10	-37.50%	16	-5.88%
Mar 31, 2024	40	-9.09%	5,172,082	1.02%	46	2.17%	16	-23.81%	17	70.00%
Dec 31, 2023	44	4.76%	5,119,800	0.01%	46	2.16%	21	75.00%	10	-33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	367.88K	3.27%	-
Vanguard US Total Market Shares ETF	368.76K	3.27%	875.00
Vanguard Institutional Extnd Mkt Idx Tr	143.79K	1.28%	-
Fidelity Extended Market Index	48.79K	0.43%	-311.00
DFA US Small Cap Value I	46.97K	0.42%	2.72K
Bridgeway Omni Small-Cap Value N	43.80K	0.39%	-
Bridgeway Omni Small-Cap Value	43.80K	0.39%	-
Bridgeway Ultra-Small Company Market	34.20K	0.30%	-
Ancora/Thelen Small Cap Core	30.92K	0.27%	4.18K
DFA US Small Cap I	24.19K	0.21%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 19, 2024	Annas Christopher J.	Chairman & CEO	Buy	$21.40K
Aug 19, 2024	Imbesi Anthony Mark	-	Buy	$10.74K
Aug 09, 2024	Lindsay Denise	EVP, Chief Financial Officer	Buy	$16.02K
May 14, 2024	Annas Christopher J.	Chairman & CEO	Buy	$9.19K
May 06, 2024	Hollin Edward J.	-	Buy	$4.57K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	3	-
2024 Q2	11	-
2024 Q1	10	-
2023 Q4	11	-
2023 Q2	70	-

MRBK Ownership FAQ

Who Owns Meridian?

Meridian shareholders are primarily institutional investors at 58.18%, followed by 20.41% insiders and 21.41% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 42.21%, which Meridian exceeds.

Who owns the most shares of Meridian?

Meridian’s largest shareholders are Fourthstone (1.11M shares, 9.99%), Ategra capital management (1.02M shares, 9.20%), and Banc funds (761.31K shares, 6.85%). Together, they hold 26.05% of Meridian’s total shares outstanding.

Does Blackrock own Meridian?

Yes, BlackRock owns 1.81% of Meridian, totaling 200.78K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 2.11M$. In the last quarter, BlackRock increased its holdings by 8.9K shares, a 4.64% change.

Who is Meridian’s biggest shareholder by percentage of total assets invested?

Ategra capital management is Meridian’s biggest shareholder by percentage of total assets invested, with 9.27% of its assets in 1.02M Meridian shares, valued at 14.02M$.

Who is the top mutual fund holder of Meridian shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Meridian shares, with 3.27% of its total shares outstanding invested in 367.88K Meridian shares.

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