58% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 4.35 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
58% buyers of institutions opening or closing positions this quarter
57.2% institutional ownership
STRATEGIC VALUE BANK portfolio allocation
Institutional ownership vs Banks - Regional peers
1 Form 4 filings β executives buying or selling their own stock
Latest positioning in MRBK across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MRBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 1.2M | $22.3M | +4.8% | 9.894% | 3.78% |
| 2 | STRATEGIC VALUE BANK PARTNERS LLC | 651K | $12.3M | 0.0% | 5.483% | 6.64% |
| 3 | BlackRock, Inc. | 559K | $10.6M | +2.9% | 4.702% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 487K | $9.2M | β | 4.098% | 0.00% |
| 5 | FIRST MANHATTAN CO | 438K | $8.3M | 0.0% | 3.685% | 0.02% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 434K | $8.2M | +9.8% | 3.653% | 0.00% |
| 7 | BANC FUNDS CO LLC | 369K | $7.0M | +15.1% | 3.109% | 1.30% |
| 8 | Ategra Capital Management, LLC | 239K | $4.5M | -32.1% | 2.014% | 2.25% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 213K | $4.0M | -0.0% | 1.794% | 0.00% |
| 10 | AMERICAN CENTURY COMPANIES INC | 193K | $3.7M | +41.8% | 1.622% | 0.00% |
| 11 | Nuveen, LLC | 169K | $3.2M | +30.8% | 1.421% | 0.00% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 166K | $3.2M | -7.0% | 1.401% | 0.00% |
| 13 | Wick Capital Partners, LLC | 145K | $2.7M | +3125.8% | 1.217% | 0.50% |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 138K | $2.6M | -1.0% | 1.162% | 0.01% |
| 15 | STATE STREET CORP | 132K | $2.5M | +25.8% | 1.113% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 111K | $2.1M | +10.4% | 0.934% | 0.00% |
| 17 | Trexquant Investment LP | 89K | $1.7M | -3.3% | 0.753% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 78K | $1.5M | +23.1% | 0.660% | 0.00% |
| 19 | SEGALL BRYANT & HAMILL, LLC | 79K | $1.5M | -37.2% | 0.668% | 0.02% |
| 20 | Russell Investments Group, Ltd. | 67K | $1.3M | +2.3% | 0.567% | 0.00% |
| 21 | Meridian Wealth Partners, LLC | 67K | $1.3M | 0.0% | 0.563% | 0.17% |
| 22 | NORTHERN TRUST CORP | 67K | $1.3M | +2.5% | 0.560% | 0.00% |
| 23 | MARSHALL WACE, LLP | 67K | $1.3M | -42.9% | 0.560% | 0.00% |
| 24 | MORGAN STANLEY | 65K | $1.2M | +140.4% | 0.548% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 63K | $1.2M | β | 0.527% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MRBK β a direct measure of their conviction.
Filings activity in MRBK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MRBK position in Q1 2026
Institutions that fully closed their MRBK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 94 | +4.4% | 57.22% | +4.35 pp | $136M | +8.2% |
| Q4 2025 | 90 | +9.8% | 52.87% | +13.70 pp | $125M | +35% |
| Q3 2025 | 82 | +28% | 39.17% | +3.06 pp | $93M | +8.5% |
| Q2 2025 | 64 | +4.9% | 36.11% | 2.35 pp | $86M | 6.1% |
| Q1 2025 | 61 | +20% | 38.46% | +1.35 pp | $91M | +3.7% |
| Q4 2024 | 51 | +21% | 37.11% | +5.29 pp | $88M | +17% |
| Q3 2024 | 42 | +2.4% | 31.82% | +10.53 pp | $75M | +49% |
| Q2 2024 | 41 | β | 21.29% | β | $50M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 30, 2026 | Warriner Kenneth Thomas | Buy | 1K | $18.41 | $18K |
Quick answers to the most common questions about buying MRBK stock.
Based on Q1 2026 13F filings, institutional ownership of Meridian Corporation stands at 57.2%, held across 94 reporting institutions.
Fourthstone LLC is the largest reported institutional holder of MRBK, with approximately 1,175,301 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MRBK, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for MRBK is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in MRBK during Q1 2026, while 10 fully exited. 59 added to existing positions and 21 trimmed.
MRBK institutional ownership rose by 4.35 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 66.5% of all reported 13F value in MRBK, and the top 25 account for 87.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.