Merchants Bancorp Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
ELSER FINANCIAL PLANNING, INC | 01/29/2025 | 27.26 M | $994.21 M | 100.00% | 60.78% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.53 M | $55.63 M | -1.22% | 3.40% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.27 M | $46.21 M | 11.71% | 2.77% |
VANGUARD GROUP INC | 02/11/2025 | 1.21 M | $44.05 M | -2.83% | 2.64% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 581,753 | $21.22 M | -3.36% | 1.30% |
ROYCE & ASSOCIATES LP | 02/10/2025 | 566,245 | $20.65 M | 15.52% | 1.26% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 565,661 | $20.64 M | -0.15% | 1.24% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 474,904 | $17.32 M | 11.47% | 1.06% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 479,352 | $17.48 M | 4.84% | 1.05% |
INVESCO LTD. | 02/13/2025 | 471,430 | $17.19 M | -16.57% | 1.03% |
BANC FUNDS CO LLC | 02/13/2025 | 400,615 | $14.61 M | 2.82% | 0.89% |
BOSTON PARTNERS | 02/11/2025 | 337,235 | $12.50 M | 2.86% | 0.75% |
JPMORGAN CHASE & CO | 02/12/2025 | 280,942 | $10.25 M | 25.18% | 0.61% |
MACQUARIE GROUP LTD | 02/14/2025 | 260,822 | $9.51 M | 100.00% | 0.57% |
MARSHALL WACE, LLP | 02/13/2025 | 246,879 | $9.00 M | 7.13% | 0.55% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 241,380 | $8.80 M | 12.54% | 0.54% |
VALEO FINANCIAL ADVISORS, LLC | 01/30/2025 | 225,419 | $8.22 M | 3.15% | 0.50% |
ROYAL BANK OF CANADA | 02/14/2025 | 218,069 | $7.95 M | 1.90% | 0.48% |
SEI INVESTMENTS CO | 02/11/2025 | 209,792 | $7.65 M | -0.06% | 0.46% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 207,282 | $7.56 M | -11.22% | 0.45% |
PL CAPITAL ADVISORS, LLC | 02/05/2025 | 188,294 | $6.87 M | 0.00% | 0.42% |
DENALI ADVISORS LLC | 02/04/2025 | 182,606 | $6.66 M | 17.97% | 0.41% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 143,802 | $5.24 M | 10.00% | 0.31% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 136,329 | $4.97 M | 10.59% | 0.30% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 126,087 | $4.60 M | 214.13% | 0.28% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 112,712 | $4.11 M | 51.78% | 0.25% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 101,367 | $3.70 M | -26.86% | 0.22% |
MORAN WEALTH MANAGEMENT, LLC | 02/07/2025 | 96,640 | $3.52 M | 100.00% | 0.22% |
ENDEAVOUR CAPITAL ADVISORS INC | 02/12/2025 | 96,224 | $3.51 M | 100.00% | 0.21% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 89,841 | $3.28 M | 5.25% | 0.20% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 87,200 | $3.18 M | 254.47% | 0.19% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 84,390 | $3.08 M | 21.25% | 0.18% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 82,200 | $3.00 M | 75.99% | 0.18% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 78,800 | $2.87 M | -43.39% | 0.18% |
SAPIENT CAPITAL LLC | 01/29/2025 | 74,103 | $2.71 M | -4.03% | 0.17% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 63,147 | $2.30 M | -4.54% | 0.14% |
HUSSMAN STRATEGIC ADVISORS, INC. | 02/03/2025 | 63,000 | $2.30 M | 0.00% | 0.14% |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 02/11/2025 | 62,878 | $2.29 M | 0.18% | 0.14% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 60,534 | $2.21 M | 22.21% | 0.13% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 57,433 | $2.09 M | 100.00% | 0.13% |
SQUAREPOINT OPS LLC | 02/14/2025 | 57,223 | $2.09 M | 13.44% | 0.13% |
D. E. SHAW & CO., INC. | 02/14/2025 | 57,754 | $2.11 M | 56.27% | 0.13% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 55,196 | $2.01 M | -48.40% | 0.12% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 51,442 | $1.88 M | -4.91% | 0.11% |
FRANKLIN RESOURCES INC | 02/12/2025 | 40,218 | $1.47 M | 20.64% | 0.09% |
SWISS NATIONAL BANK | 02/10/2025 | 40,200 | $1.47 M | 0.00% | 0.09% |
UBS GROUP AG | 02/14/2025 | 37,514 | $1.37 M | 35.96% | 0.08% |
TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2025 | 35,814 | $1.31 M | 5.30% | 0.08% |
HRT FINANCIAL LP | 02/14/2025 | 35,273 | $1.29 M | 120.61% | 0.08% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 35,150 | $1.28 M | 100.00% | 0.08% |
Merchants Bancorp institutional Ownership - FAQ's
During the previous two years, 212 institutional investors and hedge funds held shares of Merchants Bancorp. The most heavily invested institutionals were:
Elser Financial Planning, Inc: 27.26 M
BlackRock Funding, Inc. /DE: 1.53 M
DIMENSIONAL FUND ADVISORS LP: 1.27 M
VANGUARD GROUP INC: 1.21 M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.: 581,753
ROYCE & ASSOCIATES LP: 566,245
93.30% of Merchants Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 43.34 M shares in the last 24 months. This purchase volume represents approximately $1.57 B in transactions.