Meridian Corp - Common Stock, par value $1.00 per share (MRBK) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2017 to Q4 2025

Type / Class
Equity / Common Stock, par value $1.00 per share
Symbol
MRBK on Nasdaq
Shares outstanding
11,247,317
Price per share
$17.58
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,255,440
Total reported value
$114,526,364
% of total 13F portfolios
0%
Share change
+299,503
Value change
+$5,293,187
Number of holders
82
Price from insider filings
$17.58
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Meridian Corp - Common Stock, par value $1.00 per share (MRBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fourthstone LLC 9.6% +40% $15,288,898 +$4,397,367 1,084,319 +40% Fourthstone LLC 30 Jun 2025
VANGUARD GROUP INC 5.3% $8,047,986 599,482 The Vanguard Group 30 Jun 2025
Ategra Capital Management, LLC 4.1% -30% $7,281,401 -$3,303,094 461,140 -31% Jacques Rebibo 30 Sep 2025

As of 30 Sep 2025, 82 institutional investors reported holding 7,255,440 shares of Meridian Corp - Common Stock, par value $1.00 per share (MRBK). This represents 65% of the company’s total 11,247,317 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Meridian Corp - Common Stock, par value $1.00 per share (MRBK) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Fourthstone LLC 9.5% 1,072,214 -1.1% 3% $16,930,259
STRATEGIC VALUE BANK PARTNERS LLC 5.8% 651,298 0% 7.3% $10,283,995
VANGUARD GROUP INC 5.2% 579,569 -3.3% 0% $9,151,394
BlackRock, Inc. 4.6% 521,480 +2.6% 0% $8,234,168
BANC FUNDS CO LLC 4% 452,838 -25% 1.3% $7,150,312
FIRST MANHATTAN CO. LLC. 3.8% 432,596 +0.59% 0.02% $6,830,691
Ategra Capital Management, LLC 3.6% 406,940 -34% 4.3% $6,425,583
DIMENSIONAL FUND ADVISORS LP 3.2% 361,926 +9.4% 0% $5,714,760
GEODE CAPITAL MANAGEMENT, LLC 1.9% 211,885 -0.48% 0% $3,346,065
ACADIAN ASSET MANAGEMENT LLC 1.7% 187,624 +34% 0.01% $2,961,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.5% 171,765 +99% 0% $2,712,169
Wick Capital Partners, LLC 1.3% 144,516 0% 0.55% $2,281,908
SEGALL BRYANT & HAMILL, LLC 1.1% 126,424 0.03% $1,996,235
Connor, Clark & Lunn Investment Management Ltd. 1.1% 118,453 +37% 0.01% $1,870,373
Nuveen, LLC 0.96% 107,662 +809% 0% $1,699,983
MARSHALL WACE, LLP 0.94% 105,998 +5.2% 0% $1,673,710
STATE STREET CORP 0.89% 100,161 +13% 0% $1,581,542
AMERICAN CENTURY COMPANIES INC 0.77% 86,097 +75% 0% $1,359,472
TWO SIGMA INVESTMENTS, LP 0.74% 82,838 0% $1,308,012
Meridian Wealth Partners, LLC 0.64% 72,230 -48% 0.16% $1,140,506
Trexquant Investment LP 0.64% 71,936 +42% 0.01% $1,135,869
CITADEL ADVISORS LLC 0.64% 71,548 +59% 0% $1,129,743
NORTHERN TRUST CORP 0.61% 68,283 +1% 0% $1,078,189
LSV ASSET MANAGEMENT 0.61% 68,056 0% 0% $1,075,000
GOLDMAN SACHS GROUP INC 0.57% 64,424 +153% 0% $1,017,255

Institutional Holders of Meridian Corp - Common Stock, par value $1.00 per share (MRBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 25,118 $441,575 +$1,213 $17.58 3
2025 Q3 7,255,440 $114,526,364 +$5,293,187 $15.79 82
2025 Q2 6,809,090 $87,828,596 +$4,199,299 $12.89 62
2025 Q1 6,601,398 $95,057,542 -$80,477 $14.40 60
2024 Q4 6,609,170 $90,601,883 +$3,867,945 $13.71 51
2024 Q3 6,126,607 $77,438,121 +$1,445,912 $12.64 40
2024 Q2 5,989,096 $62,996,292 -$1,657,169 $10.52 39
2024 Q1 6,149,822 $61,004,083 +$277,791 $9.92 40
2023 Q4 6,112,755 $84,969,471 +$2,385,612 $13.90 45
2023 Q3 6,191,171 $60,644,263 -$39,141 $9.80 43
2023 Q2 6,193,226 $60,712,110 -$3,178,565 $9.80 43
2023 Q1 6,433,501 $81,061,352 +$39,008,906 $12.60 46
2022 Q4 3,292,557 $99,746,428 -$1,865,074 $30.29 46
2022 Q3 3,354,729 $97,853,733 -$2,495,962 $29.17 40
2022 Q2 3,416,972 $103,524,840 -$1,196,953 $30.30 39
2022 Q1 3,475,582 $111,527,326 +$139,372 $32.09 48
2021 Q4 3,465,044 $127,396,150 -$1,028,690 $36.77 50
2021 Q3 2,810,998 $80,711,462 -$2,077,864 $28.69 46
2021 Q2 2,891,393 $75,897,578 -$6,430,644 $26.25 51
2021 Q1 3,136,853 $81,545,682 +$5,456,998 $26.00 55
2020 Q4 2,937,328 $61,093,867 +$1,715,328 $20.80 48
2020 Q3 2,864,132 $46,174,156 -$2,861,474 $16.13 43
2020 Q2 3,043,811 $48,250,938 +$2,822,083 $15.85 44
2020 Q1 2,879,179 $39,381,464 -$5,841,922 $13.68 30
2019 Q4 3,280,773 $66,225,335 -$2,357,115 $20.19 26
2019 Q3 3,340,404 $59,175,202 +$860,520 $17.75 27
2019 Q2 3,292,507 $55,637,115 +$446,270 $16.90 27
2019 Q1 3,264,620 $58,891,221 +$433,174 $18.04 25
2018 Q4 2,918,201 $49,661,000 +$63,033 $17.16 22
2018 Q3 2,914,532 $50,127,000 -$934,131 $17.20 24
2018 Q2 2,961,360 $53,866,000 +$170,161 $18.19 23
2018 Q1 2,962,333 $51,974,000 +$2,386,891 $17.55 23
2017 Q4 2,823,794 $56,422,643 +$56,422,643 $19.98 22