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 31 Dec 2025
Q4 2025
Total 13F shares
7,330,016
Total reported value
$128,650,416
% of total 13F portfolios
0%
Share change
+221,214
Value change
+$3,848,837
Number of holders
87
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 31 Dec 2025, 87 institutional investors reported holding 7,330,016 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 10% 1,121,775 +4.6% 3.7% $19,720,805
STRATEGIC VALUE BANK PARTNERS LLC 5.8% 651,298 0% 7.8% $11,449,819
VANGUARD GROUP INC 5.2% 584,072 +0.78% 0% $10,267,986
BlackRock, Inc. 4.8% 542,630 +4.1% 0% $9,539,435
FIRST MANHATTAN CO. LLC. 3.9% 437,696 +1.2% 0.02% $7,694,696
DIMENSIONAL FUND ADVISORS LP 3.5% 395,283 +9.2% 0% $6,949,212
Ategra Capital Management, LLC 3.1% 352,269 -13% 3.5% $6,192,889
BANC FUNDS CO LLC 2.9% 320,919 -29% 1.1% $5,641,756
ACADIAN ASSET MANAGEMENT LLC 1.9% 215,282 +15% 0.01% $3,781,000
GEODE CAPITAL MANAGEMENT, LLC 1.9% 213,117 +0.58% 0% $3,747,022
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.6% 179,064 +4.2% 0% $3,147,945
Connor, Clark & Lunn Investment Management Ltd. 1.2% 139,401 +18% 0.01% $2,450,670
AMERICAN CENTURY COMPANIES INC 1.2% 135,854 +58% 0% $2,388,313
Nuveen, LLC 1.1% 129,062 +20% 0% $2,268,910
SEGALL BRYANT & HAMILL, LLC 1.1% 126,424 0% 0.03% $2,222,534
MARSHALL WACE, LLP 1% 116,572 +10% 0% $2,049,337
STATE STREET CORP 0.93% 105,090 +4.9% 0% $1,847,482
TWO SIGMA INVESTMENTS, LP 0.89% 100,474 +21% 0% $1,766,333
Trexquant Investment LP 0.82% 92,537 +29% 0.01% $1,626,800
LSV ASSET MANAGEMENT 0.61% 68,056 0% 0% $1,196,000
Meridian Wealth Partners, LLC 0.59% 66,839 -7.5% 0.16% $1,175,029
Russell Investments Group, Ltd. 0.59% 65,899 +7.2% 0% $1,158,507
NORTHERN TRUST CORP 0.58% 64,948 -4.9% 0% $1,141,785
GOLDMAN SACHS GROUP INC 0.57% 63,744 -1.1% 0% $1,120,620
LOS ANGELES CAPITAL MANAGEMENT LLC 0.56% 63,334 +49% 0% $906,309

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 7,330,016 $128,650,416 +$3,848,837 $17.58 87
2025 Q3 7,255,444 $114,526,427 +$5,293,250 $15.79 83
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