Merchants Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ELSER FINANCIAL PLANNING, INC | 04/16/2026 | 26.98 M | $1.18 B | 100.00% | 58.82% |
| BLACKROCK, INC. | 05/13/2026 | 4.05 M | $173.82 M | 115.31% | 8.83% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.76 M | $75.48 M | 6.16% | 3.83% |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.12 M | $47.87 M | 0.00% | 2.43% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.09 M | $46.90 M | -1.57% | 2.38% |
| STATE STREET CORP | 05/15/2026 | 1.03 M | $44.51 M | 80.22% | 2.26% |
| 05/15/2026 | 1.00 M | $42.94 M | 100.00% | 2.18% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 742.64 K | $31.87 M | 9.94% | 1.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 725.44 K | $31.13 M | 1.40% | 1.58% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 567.27 K | $24.34 M | -29.82% | 1.24% |
| 05/08/2026 | 464.66 K | $19.94 M | 100.00% | 1.01% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 302.41 K | $12.98 M | -22.67% | 0.66% |
| MORGAN STANLEY | 05/15/2026 | 298.06 K | $12.79 M | 16.99% | 0.65% |
| NORTHERN TRUST CORP | 05/14/2026 | 287.09 K | $12.32 M | 12.06% | 0.63% |
| BANC FUNDS CO LLC | 05/14/2026 | 281.06 K | $12.06 M | 14.97% | 0.61% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 273.75 K | $11.75 M | 0.00% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 248.08 K | $10.65 M | 5.73% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 236.15 K | $10.13 M | 43.67% | 0.51% |
| VALEO FINANCIAL ADVISORS, LLC | 05/08/2026 | 235.10 K | $10.09 M | -3.69% | 0.51% |
| ROYAL BANK OF CANADA | 05/15/2026 | 212.85 K | $9.13 M | 3.35% | 0.46% |
| DENALI ADVISORS LLC | 05/08/2026 | 194.71 K | $8.36 M | -18.06% | 0.42% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 181.88 K | $7.80 M | 100.00% | 0.40% |
| INVESCO LTD. | 05/12/2026 | 155.07 K | $6.65 M | 238.44% | 0.34% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 142.62 K | $6.12 M | 100.00% | 0.31% |
| BALLAST ASSET MANAGEMENT, LP | 05/07/2026 | 136.59 K | $5.86 M | 2.47% | 0.30% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 126.56 K | $5.43 M | -22.01% | 0.28% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 116.36 K | $4.99 M | -17.56% | 0.25% |
| SEI INVESTMENTS CO | 05/13/2026 | 108.98 K | $4.68 M | 94.86% | 0.24% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 107.57 K | $4.62 M | 520.36% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 106.36 K | $4.56 M | 66.77% | 0.23% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 105.06 K | $4.51 M | 100.00% | 0.23% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 102.96 K | $4.42 M | 49.80% | 0.22% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 87.09 K | $3.74 M | 51.93% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 85.84 K | $3.68 M | -30.03% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 80.28 K | $3.44 M | 6.20% | 0.18% |
| RHUMBLINE ADVISERS | 05/12/2026 | 77.43 K | $3.32 M | 132.39% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 72.75 K | $3.12 M | 65.16% | 0.16% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 60.73 K | $2.61 M | -14.50% | 0.13% |
| SAPIENT CAPITAL LLC | 06/22/2026 | 60.52 K | $2.61 M | -19.86% | 0.13% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 58.45 K | $2.51 M | 169.70% | 0.13% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 05/08/2026 | 57.24 K | $2.46 M | 100.00% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 49.09 K | $2.11 M | 8.36% | 0.11% |
| NUVEEN, LLC | 04/30/2026 | 47.88 K | $2.05 M | 2.48% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 43.40 K | $1.86 M | -48.10% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 41.62 K | $1.79 M | -48.15% | 0.09% |
| SWISS NATIONAL BANK | 05/07/2026 | 40.70 K | $1.75 M | 0.00% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 38.31 K | $1.64 M | -8.50% | 0.08% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 34.93 K | $1.50 M | 2.36% | 0.08% |
| LPL FINANCIAL LLC | 05/06/2026 | 34.88 K | $1.50 M | -5.19% | 0.08% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 34.40 K | $1.17 M | 0.00% | 0.08% |
Merchants Bancorp institutional Ownership - FAQ's
During the previous two years, 220 institutional investors and hedge funds held shares of Merchants Bancorp. The most heavily invested institutionals were:
Elser Financial Planning, Inc: 26.98 M
BlackRock, Inc.: 4.05 M
DIMENSIONAL FUND ADVISORS LP: 1.76 M
Doma Perpetual Capital Management LLC: 1.12 M
MACQUARIE MANAGEMENT HOLDINGS, INC.: 1.09 M
STATE STREET CORP: 1.03 M
99.20% of Merchants Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 47.45 M shares in the last 24 months. This purchase volume represents approximately $1.99 B in transactions.