Merchants Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ELSER FINANCIAL PLANNING, INC | 07/14/2026 | 26.81 M | $1.34 B | -0.65% | 58.36% |
| BLACKROCK, INC. | 08/07/2026 | 4.11 M | $205.26 M | 1.34% | 8.94% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.83 M | $91.36 M | 3.87% | 3.98% |
| STATE STREET CORP | 08/07/2026 | 1.07 M | $53.46 M | 3.13% | 2.32% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 1.04 M | $52.25 M | -4.39% | 2.27% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.02 M | $50.79 M | 1.50% | 2.21% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 837.05 K | $41.85 M | 12.71% | 1.82% |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 08/12/2026 | 810.08 K | $40.50 M | -27.39% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 740.33 K | $37.02 M | 2.05% | 1.61% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 527.05 K | $26.35 M | -7.09% | 1.15% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 488.22 K | $24.41 M | 5.07% | 1.06% |
| MORGAN STANLEY | 08/13/2026 | 308.78 K | $15.44 M | 3.59% | 0.67% |
| NORTHERN TRUST CORP | 08/13/2026 | 301.80 K | $15.09 M | 5.12% | 0.66% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 298.44 K | $14.92 M | -1.31% | 0.65% |
| BANC FUNDS CO LLC | 08/13/2026 | 285.06 K | $14.25 M | 1.42% | 0.62% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 273.75 K | $13.69 M | 0.00% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 252.55 K | $12.63 M | 1.80% | 0.55% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 252.55 K | $12.63 M | 100.00% | 0.55% |
| INVESCO LTD. | 08/14/2026 | 240.40 K | $12.02 M | 55.03% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 234.38 K | $11.72 M | -0.75% | 0.51% |
| VALEO FINANCIAL ADVISORS, LLC | 07/08/2026 | 227.00 K | $11.35 M | -3.45% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 220.64 K | $11.03 M | 3.66% | 0.48% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 190.62 K | $9.53 M | 4.81% | 0.42% |
| DENALI ADVISORS LLC | 08/10/2026 | 174.58 K | $8.73 M | -10.34% | 0.38% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 142.48 K | $7.12 M | -0.10% | 0.31% |
| BALLAST ASSET MANAGEMENT, LP | 08/13/2026 | 135.27 K | $6.76 M | -0.96% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 121.14 K | $6.06 M | 13.90% | 0.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 112.02 K | $5.60 M | 30.50% | 0.24% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 105.67 K | $5.28 M | 2.64% | 0.23% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 100.92 K | $5.05 M | -13.27% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 100.76 K | $5.04 M | -4.09% | 0.22% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 98.87 K | $4.94 M | -8.08% | 0.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 71.24 K | $3.56 M | -43.71% | 0.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 70.46 K | $3.52 M | -3.15% | 0.15% |
| RHUMBLINE ADVISERS | 08/12/2026 | 66.76 K | $3.34 M | -13.79% | 0.15% |
| XTX TOPCO LTD | 08/14/2026 | 64.99 K | $3.25 M | 230.76% | 0.14% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 64.39 K | $3.22 M | 10.16% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 61.77 K | $3.09 M | -23.05% | 0.13% |
| SAPIENT CAPITAL LLC | 07/09/2026 | 60.52 K | $3.03 M | 0.00% | 0.13% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 58.13 K | $2.91 M | -4.28% | 0.13% |
| SEI INVESTMENTS CO | 08/14/2026 | 54.72 K | $2.74 M | -49.78% | 0.12% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 08/10/2026 | 54.24 K | $2.71 M | -5.25% | 0.12% |
| NUVEEN, LLC | 08/11/2026 | 50.98 K | $2.55 M | 6.47% | 0.11% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 50.16 K | $2.51 M | 43.63% | 0.11% |
| CITIGROUP INC | 08/03/2026 | 42.36 K | $2.12 M | 219.92% | 0.09% |
| SWISS NATIONAL BANK | 08/11/2026 | 41.50 K | $2.08 M | 1.97% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 40.28 K | $2.01 M | 5.14% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 38.50 K | $1.93 M | -11.29% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 34.62 K | $1.73 M | -16.82% | 0.08% |
| LPL FINANCIAL LLC | 08/07/2026 | 33.98 K | $1.70 M | -2.59% | 0.07% |
Merchants Bancorp institutional Ownership - FAQ's
During the previous two years, 239 institutional investors and hedge funds held shares of Merchants Bancorp. The most heavily invested institutionals were:
Elser Financial Planning, Inc: 26.81 M
BlackRock, Inc.: 4.11 M
DIMENSIONAL FUND ADVISORS LP: 1.83 M
STATE STREET CORP: 1.07 M
MACQUARIE MANAGEMENT HOLDINGS, INC.: 1.04 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.02 M
98.87% of Merchants Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 48.86 M shares in the last 24 months. This purchase volume represents approximately $2.05 B in transactions.