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
$17.60
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
+$5,293,190
Number of holders
82
Price from insider filings
$17.60
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% $17,067,181 +$4,908,834 1,084,319 +40% Fourthstone LLC 30 Jun 2025
VANGUARD GROUP INC 5.3% $8,518,639 599,482 The Vanguard Group 30 Jun 2025
Ategra Capital Management, LLC 4.1% -30% $7,286,012 -$3,305,186 461,140 -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 25,126 $441,716 +$1,354 $17.60 4
2025 Q3 7,255,440 $114,526,364 +$5,293,190 $15.79 82
2025 Q2 6,809,090 $87,828,596 +$4,199,293 $12.89 62
2025 Q1 6,601,398 $95,057,542 -$80,472 $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 +$1,445,910 $12.64 40
2024 Q2 4,979,779 $52,378,277 -$1,673,760 $10.52 38
2024 Q1 6,149,822 $61,004,083 +$265,974 $9.92 40
2023 Q4 992,956 $13,802,088 -$1,099,184 $13.90 1
2023 Q3 5,119,137 $50,143,690 -$55,656 $9.80 42
2023 Q2 5,122,203 $50,216,085 -$3,740,347 $9.80 42
2023 Q1 5,419,803 $68,288,757 +$32,627,046 $12.60 45
2022 Q4 2,785,357 $84,383,341 -$2,125,144 $30.29 45
2022 Q3 2,848,944 $83,099,984 -$2,881,095 $29.17 39
2022 Q2 2,924,390 $88,599,606 -$1,323,486 $30.30 38
2022 Q1 2,978,628 $95,580,572 +$498,581 $32.09 46
2021 Q4 2,965,871 $109,041,559 -$1,033,507 $36.77 49
2021 Q3 2,311,976 $66,374,985 -$1,226,526 $28.69 46
2021 Q2 2,352,399 $61,749,099 -$7,284,963 $26.25 49
2021 Q1 2,636,365 $68,532,994 +$4,645,452 $26.00 54
2020 Q4 2,462,097 $51,209,936 +$1,119,579 $20.80 46
2020 Q3 2,418,191 $38,980,598 -$3,036,197 $16.13 41
2020 Q2 2,613,038 $41,423,186 +$2,077,988 $15.85 43
2020 Q1 2,505,534 $34,270,000 -$5,690,540 $13.68 29
2019 Q4 2,896,061 $58,458,000 -$2,853,555 $20.19 25
2019 Q3 2,980,280 $52,783,000 +$627,376 $17.75 26
2019 Q2 2,945,518 $49,773,000 +$43,948 $16.90 26
2019 Q1 2,941,437 $53,061,000 +$433,175 $18.04 24
2018 Q4 2,918,201 $49,661,000 +$63,034 $17.16 22
2018 Q3 2,914,532 $50,127,000 -$934,126 $17.20 24
2018 Q2 2,961,360 $53,866,000 +$170,158 $18.19 23
2018 Q1 2,962,333 $51,974,000 +$2,386,892 $17.55 23
2017 Q4 2,823,794 $56,422,643 +$56,422,614 $19.98 22