Merchants Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.88 M | $64.08 M | 1.48% | 4.10% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.66 M | $56.43 M | 3.43% | 3.61% |
| VANGUARD GROUP INC | 01/29/2026 | 1.41 M | $48.18 M | 2.63% | 3.08% |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.12 M | $38.00 M | 1,088.91% | 2.43% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 1.11 M | $37.82 M | 100.00% | 2.42% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 808.31 K | $27.53 M | -6.24% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 715.39 K | $24.37 M | 2.72% | 1.56% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 675.52 K | $23.01 M | 7.21% | 1.47% |
| STATE STREET CORP | 02/13/2026 | 574.09 K | $19.61 M | 4.71% | 1.25% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 391.07 K | $13.32 M | 0.31% | 0.85% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 273.75 K | $9.32 M | 0.00% | 0.60% |
| NORTHERN TRUST CORP | 02/17/2026 | 256.20 K | $8.73 M | -6.65% | 0.56% |
| MORGAN STANLEY | 02/13/2026 | 254.78 K | $8.68 M | 8.70% | 0.56% |
| BANC FUNDS CO LLC | 02/12/2026 | 244.46 K | $8.33 M | -28.25% | 0.53% |
| VALEO FINANCIAL ADVISORS, LLC | 02/04/2026 | 244.11 K | $8.31 M | 0.02% | 0.53% |
| DENALI ADVISORS LLC | 02/03/2026 | 237.61 K | $8.09 M | -0.75% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 234.64 K | $7.99 M | -1.02% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 205.95 K | $7.02 M | -6.92% | 0.45% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 180.31 K | $6.14 M | 23.44% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 164.37 K | $5.60 M | -3.67% | 0.36% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 162.29 K | $5.53 M | 97.55% | 0.35% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 141.15 K | $4.81 M | 458.68% | 0.31% |
| MARSHALL WACE, LLP | 02/13/2026 | 140.17 K | $4.77 M | 10.37% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 139.26 K | $4.74 M | 1,079.64% | 0.30% |
| BALLAST ASSET MANAGEMENT, LP | 02/09/2026 | 133.30 K | $4.54 M | -3.33% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 128.01 K | $4.36 M | -64.94% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 122.69 K | $4.18 M | 15.19% | 0.27% |
| JPMORGAN CHASE & CO | 02/11/2026 | 101.71 K | $3.46 M | -43.21% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 83.63 K | $2.85 M | -8.21% | 0.18% |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 02/17/2026 | 82.09 K | $2.80 M | -36.41% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 80.28 K | $2.73 M | -54.32% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 75.59 K | $2.57 M | 84.42% | 0.16% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 75.52 K | $2.55 M | 41.18% | 0.16% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 71.03 K | $2.42 M | -6.08% | 0.15% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 68.73 K | $2.34 M | -27.96% | 0.15% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 67.66 K | $2.30 M | 35.60% | 0.15% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 66.82 K | $2.28 M | 141.82% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 63.78 K | $2.17 M | -12.60% | 0.14% |
| HRT FINANCIAL LP | 02/12/2026 | 59.22 K | $2.02 M | 223.84% | 0.13% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 58.97 K | $2.01 M | 136.96% | 0.13% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 57.32 K | $1.93 M | 200.72% | 0.12% |
| DARK FOREST CAPITAL MANAGEMENT LP | 02/17/2026 | 57.15 K | $1.95 M | 14.94% | 0.12% |
| SEI INVESTMENTS CO | 02/13/2026 | 55.92 K | $1.90 M | 315.14% | 0.12% |
| MAN GROUP PLC | 02/17/2026 | 55.83 K | $1.90 M | 100.00% | 0.12% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 53.93 K | $1.84 M | -3.92% | 0.12% |
| FMR LLC | 02/17/2026 | 50.06 K | $1.70 M | 30.64% | 0.11% |
| NUVEEN, LLC | 02/12/2026 | 46.72 K | $1.59 M | -3.42% | 0.10% |
| INVESCO LTD. | 02/19/2026 | 45.82 K | $1.56 M | 1.48% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 45.30 K | $1.54 M | -22.43% | 0.10% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 44.05 K | $1.50 M | -52.71% | 0.10% |
Merchants Bancorp institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of Merchants Bancorp. The most heavily invested institutionals were:
Elser Financial Planning, Inc: 26.98 M
Bank of New York Mellon Corp: 236,146
PRINCIPAL FINANCIAL GROUP INC: 142,616
UBS Group AG: 80,275
SAPIENT CAPITAL LLC: 60,521
Nuveen, LLC: 47,878
35.03% of Merchants Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 45.41 M shares in the last 24 months. This purchase volume represents approximately $1.90 B in transactions.