- Type / Class
- Equity / Common Stock
- Shares outstanding
- 11,247,317
- Total 13F shares
- 6,193,226
- Share change
- -240,275
- Total reported value
- $60,712,110
- Price per share
- $9.80
- Number of holders
- 43
- Value change
- -$3,178,565
- Number of buys
- 13
- Number of sells
- 24
Quarterly Holders Quick Answers
What is CUSIP 58958P104?
CUSIP 58958P104 identifies MRBK - Meridian Corp - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 58958P104:
Top shareholders of MRBK - Meridian Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Ategra Capital Management, LLC |
13F
|
Company |
9%
|
1,013,698
|
$12,772,595 | — | 31 Mar 2023 | |
| BANC FUNDS CO LLC |
13F
|
Company |
6.5%
|
728,688
|
$9,181,000 | — | 31 Mar 2023 | |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
|
Company |
5.8%
|
651,298
|
$8,206,355 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.8%
|
535,854
|
$6,751,761 | — | 31 Mar 2023 | |
| Fourthstone LLC |
13F
|
Company |
3.8%
|
424,537
|
$5,349,166 | — | 31 Mar 2023 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
2.9%
|
322,018
|
$4,057,426 | — | 31 Mar 2023 | |
| Petiole USA ltd |
13F
|
Company |
2.3%
|
256,166
|
$3,227,692 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
2.2%
|
251,168
|
$3,164,717 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
2.2%
|
247,319
|
$3,116,219 | — | 31 Mar 2023 | |
| River Oaks Capital LLC |
13F
|
Company |
2.1%
|
238,460
|
$3,004,596 | — | 31 Mar 2023 | |
| Jennifer C. Price |
13F
|
Individual |
1.9%
|
214,759
|
$2,705,963 | — | 31 Mar 2023 | |
| Meridian Wealth Partners, LLC |
13F
|
Company |
1.4%
|
162,122
|
$2,042,736 | — | 31 Mar 2023 | |
| Wick Capital Partners, LLC |
13F
|
Company |
1.3%
|
144,016
|
$1,815,000 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
135,109
|
$1,702,646 | — | 31 Mar 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
132,939
|
$1,675,031 | — | 31 Mar 2023 | |
| Gator Capital Management, LLC |
13F
|
Company |
1%
|
116,612
|
$1,469,311 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.81%
|
91,220
|
$1,149,000 | — | 31 Mar 2023 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.8%
|
89,708
|
$1,130,000 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
83,068
|
$1,046,656 | — | 31 Mar 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.51%
|
56,923
|
$715,000 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.46%
|
51,197
|
$645,082 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.4%
|
44,930
|
$566,118 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.33%
|
37,352
|
$470,635 | — | 31 Mar 2023 | |
| Northeast Financial Consultants Inc |
13F
|
Company |
0.3%
|
33,334
|
$420,009 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.28%
|
32,000
|
$403,000 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.28%
|
31,942
|
$402,469 | — | 31 Mar 2023 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
13F
|
Company |
0.28%
|
31,885
|
$401,751 | — | 31 Mar 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.27%
|
30,718
|
$387,047 | — | 31 Mar 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.26%
|
29,690
|
$377,063 | — | 31 Mar 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.23%
|
25,615
|
$323,000 | — | 31 Mar 2023 | |
| ELCO Management Co., LLC |
13F
|
Company |
0.23%
|
25,330
|
$319,158 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.21%
|
23,991
|
$302,000 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.2%
|
22,392
|
$282,139 | — | 31 Mar 2023 | |
| Kenneth H. Slack |
3/4/5
|
Director |
—
class O/S missing
|
33,169
|
$281,937 | — | 29 Dec 2021 | |
| CITIGROUP INC |
13F
|
Company |
0.15%
|
16,394
|
$206,564 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.14%
|
16,146
|
$203,440 | — | 31 Mar 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.14%
|
15,426
|
$194,368 | — | 31 Mar 2023 | |
| Charles D. Kochka |
3/4/5
|
EVP, Chief Lending Officer |
—
mixed-class rows
|
21,725
mixed-class rows
|
$184,663 | — | 06 Mar 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.13%
|
14,300
|
$180,180 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.12%
|
13,426
|
$169,167 | — | 31 Mar 2023 | |
| BHZ CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.11%
|
12,748
|
$160,625 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.11%
|
11,828
|
$149,032 | — | 31 Mar 2023 | |
| 683 Capital Management, LLC |
13F
|
Company |
0.1%
|
10,810
|
$136,206 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
5,349
|
$67,397 | — | 31 Mar 2023 | |
| Joseph L. Cafarchio |
3/4/5
|
EVP, Chief Credit Officer |
—
class O/S missing
|
5,000
|
$42,500 | — | 22 Aug 2022 | |
| Christine Marie Helmig |
3/4/5
|
Director |
—
class O/S missing
|
3,266
|
$27,761 | — | 05 May 2023 | |
| Randall J. McGarry |
3/4/5
|
EVP, Chief Information Officer |
—
class O/S missing
|
2,000
|
$17,000 | — | 22 Aug 2022 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.01%
|
764
|
$9,626 | — | 31 Mar 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
98
|
$1,235 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
90
|
$1,000 | — | 31 Mar 2023 |
Institutional Holders of Meridian Corp - Common Stock (MRBK) as of Q2 2023
As of 30 Jun 2023,
Meridian Corp - Common Stock (MRBK) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,193,226 shares.
The largest 10 holders included
Ategra Capital Management, LLC, BANC FUNDS CO LLC, Strategic Value Bank Partners LLC, VANGUARD GROUP INC, Fourthstone LLC, FIRST MANHATTAN CO. LLC., Petiole USA ltd, FMR LLC, River Oaks Capital LLC, and BlackRock Inc..
This page lists
43
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
46
Q2 2023 holders
43
Holder diff
-3
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.