Meridian Ownership | Who Owns Meridian?

Overview Forecast RevenueFinancials Chart

Meridian Ownership Summary

Meridian is owned by 55.15% institutional investors, 20.41% insiders, and 24.44% retail investors. Fourthstone is the largest institutional shareholder, holding 10.09% of MRBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.28% of its assets in Meridian shares.

MRBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Meridian	55.15%	20.41%	24.44%
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
Fourthstone	1.12M	10.09%	$11.77M
Banc funds	791.70K	7.14%	$8.33M
Strategic value bank partners	651.30K	5.87%	$6.85M
Vanguard group	534.17K	4.82%	$5.62M
First manhattan co. llc.	329.57K	2.97%	$3.47M
Meridian wealth partners	206.84K	1.87%	$2.18M
Blackrock	200.78K	1.81%	$2.11M
Dimensional fund advisors lp	171.25K	1.54%	$1.80M
Wick capital partners	144.52K	1.30%	$1.52M
Lsv asset management	91.36K	0.82%	$961.00K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	651.30K	4.54%	$6.85M
Fourthstone	1.12M	3.75%	$11.77M
Banc funds	791.70K	0.99%	$8.33M
Wick capital partners	144.52K	0.53%	$1.52M
Meridian wealth partners	206.84K	0.38%	$2.18M
Mendon capital advisors	30.00K	0.28%	$511.13K
Elco management	18.59K	0.11%	$195.53K
Strid group	22.85K	0.04%	$240.37K
Bridgeway capital management	88.64K	0.02%	$932.52K
First manhattan co. llc.	329.57K	0.01%	$3.47M

Top Buyers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	171.25K	0.00%	10.51K
Blackrock	200.78K	-	8.90K
Banc funds	791.70K	0.99%	6.00K
Fourthstone	1.12M	3.75%	3.95K
Geode capital management	90.70K	0.00%	3.41K

Top Sellers

Holder	Shares	% Assets	Change
Gator capital management	-	-	-81.46K
Jane street group	-	-	-54.25K
Arrowstreet capital, limited partnership	14.20K	0.00%	-29.32K
Qube research	402.00	-	-24.91K
Strid group	22.85K	0.04%	-20.60K

New Positions

Holder	Shares	% Assets	Change	Value
Pnc financial services group	3.00K	-	3.00K	$31.56K

Sold Out

Holder	Change
Innealta capital	-1.00
Wells fargo & company/mn	-72.00
Ifp advisors	-516.00
Jane street group	-54.25K
Gator capital management	-81.46K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	42	2.44%	5,119,137	0.23%	46	2.25%	12	-	15	-6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	367.88K	3.28%	-
Vanguard Institutional Extnd Mkt Idx Tr	143.79K	1.28%	-
Fidelity Extended Market Index	51.71K	0.46%	563.00
Bridgeway Omni Small-Cap Value N	43.80K	0.39%	-
Bridgeway Omni Small-Cap Value	43.80K	0.39%	-
DFA US Small Cap Value I	41.37K	0.37%	6.62K
Bridgeway Ultra-Small Company Market	34.20K	0.30%	-
DFA US Small Cap I	24.19K	0.22%	-
iShares Micro-Cap ETF	21.45K	0.19%	-
Micro Cap Value Equity	19.80K	0.18%	-

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 55.15%, followed by 20.41% insiders and 24.44% retail investors. The average institutional ownership in Meridian's industry, Regional Banks Stocks, is 51.67%, which Meridian exceeds.

Who owns the most shares of Meridian?

Meridian’s largest shareholders are Fourthstone (1.12M shares, 10.09%), Banc funds (791.7K shares, 7.14%), and Strategic value bank partners (651.3K shares, 5.87%). Together, they hold 23.11% 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?

Strategic value bank partners is Meridian’s biggest shareholder by percentage of total assets invested, with 4.54% of its assets in 651.3K Meridian shares, valued at 6.85M$.

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 3.28% of its total shares outstanding invested in 367.88K Meridian shares.

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