Security key
58958P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 11,247,317
- Total 13F shares
- 6,609,170
- Share change
- +281,385
- Total reported value
- $90,601,883
- Price per share
- $13.71
- Number of holders
- 51
- Value change
- +$3,867,945
- Number of buys
- 30
- Number of sells
- 11
Report period
Q4 2024
Institutions
51
Top holders
10
MRBK full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Meridian Corp SEC filings
Meridian Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 58958P104
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC |
13F
|
Company |
9.9%
|
1,116,763
|
$14,115,884 | — | 30 Sep 2024 | |
| Ategra Capital Management, LLC |
13F
|
Company |
9.1%
|
1,026,340
|
$12,972,938 | — | 30 Sep 2024 | |
| BANC FUNDS CO LLC |
13F
|
Company |
7.4%
|
829,153
|
$10,480,494 | — | 30 Sep 2024 | |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
|
Company |
5.8%
|
651,298
|
$8,232,407 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.7%
|
534,173
|
$6,751,946 | — | 30 Sep 2024 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
3.8%
|
427,071
|
$5,398,177 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
1.9%
|
218,971
|
$2,767,793 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
197,774
|
$2,499,812 | — | 30 Sep 2024 | |
| Wick Capital Partners, LLC |
13F
|
Company |
1.3%
|
144,516
|
$1,826,682 | — | 30 Sep 2024 | |
| Meridian Wealth Partners, LLC |
13F
|
Company |
1.3%
|
143,976
|
$1,819,856 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.83%
|
93,534
|
$1,182,558 | — | 30 Sep 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.81%
|
90,956
|
$1,150,000 | — | 30 Sep 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.79%
|
88,643
|
$1,120,448 | — | 30 Sep 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.62%
|
69,200
|
$874,688 | — | 30 Sep 2024 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.53%
|
59,567
|
$752,921 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.52%
|
58,021
|
$733,385 | — | 30 Sep 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.48%
|
53,559
|
$675,000 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.36%
|
40,406
|
$510,732 | — | 30 Sep 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.27%
|
30,096
|
$379,511 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.26%
|
29,442
|
$372,147 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.18%
|
20,500
|
$259,000 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.18%
|
20,076
|
$253,761 | — | 30 Sep 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.18%
|
20,059
|
$253,546 | — | 30 Sep 2024 | |
| ELCO Management Co., LLC |
13F
|
Company |
0.17%
|
18,587
|
$234,940 | — | 30 Sep 2024 | |
| MENDON CAPITAL ADVISORS CORP |
13F
|
Company |
0.17%
|
18,587
|
$234,940 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.15%
|
16,828
|
$212,706 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.14%
|
15,843
|
$200,256 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.13%
|
14,925
|
$188,652 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.13%
|
14,218
|
$179,716 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.09%
|
10,240
|
$129,434 | — | 30 Sep 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.09%
|
10,124
|
$127,967 | — | 30 Sep 2024 | |
| Northeast Financial Consultants Inc |
13F
|
Company |
0.09%
|
10,000
|
$126,400 | — | 30 Sep 2024 | |
| Strid Group, LLC |
13F
|
Company |
0.09%
|
10,000
|
$126,400 | — | 30 Sep 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.07%
|
7,965
|
$100,678 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
6,603
|
$83,462 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
5,262
|
$66,512 | — | 30 Sep 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.03%
|
3,000
|
$37,920 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
217
|
$2,743 | — | 30 Sep 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
98
|
$1,239 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
16
|
$202 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
1
|
$8 | — | 30 Sep 2024 | |
| Kenneth H. Slack |
3/4/5
|
Director |
—
class O/S missing
|
33,169
|
$281,937 | — | 29 Dec 2021 | |
| Charles D. Kochka |
3/4/5
|
EVP, Chief Lending Officer |
—
mixed-class rows
|
21,725
mixed-class rows
|
$184,663 | — | 06 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 |
Institutional Holders of Meridian Corp - Common Stock (MRBK) as of Q4 2024
As of 31 Dec 2024,
Meridian Corp - Common Stock (MRBK) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,609,170 shares.
The largest 10 holders included
Fourthstone LLC, Ategra Capital Management, LLC, BANC FUNDS CO LLC, STRATEGIC VALUE BANK PARTNERS LLC, VANGUARD GROUP INC, FIRST MANHATTAN CO. LLC., BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, Truffle Hound Capital, LLC, and Wick Capital Partners, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
40
Q4 2024 holders
51
Holder diff
11
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 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.