Meridian Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 02/13/2026 | 1.12 M | $19.72 M | 4.62% | 9.72% |
| STRATEGIC VALUE BANK PARTNERS LLC | 01/27/2026 | 651.30 K | $11.45 M | 0.00% | 5.75% |
| VANGUARD GROUP INC | 01/29/2026 | 584.07 K | $10.27 M | 0.78% | 5.06% |
| BLACKROCK, INC. | 02/12/2026 | 542.63 K | $9.54 M | 4.06% | 4.70% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 437.70 K | $7.69 M | 1.18% | 3.79% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 395.28 K | $6.95 M | 9.22% | 3.49% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 02/17/2026 | 352.27 K | $6.19 M | -13.43% | 3.05% |
| BANC FUNDS CO LLC | 02/12/2026 | 320.92 K | $5.64 M | -29.13% | 2.78% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 215.28 K | $3.78 M | 14.74% | 1.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 213.12 K | $3.75 M | 0.58% | 1.85% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 179.06 K | $3.15 M | 4.25% | 1.55% |
| WICK CAPITAL PARTNERS, LLC | 03/02/2026 | 144.52 K | $2.54 M | 0.00% | 1.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 139.40 K | $2.45 M | 17.68% | 1.21% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 135.85 K | $2.39 M | 57.79% | 1.18% |
| NUVEEN, LLC | 02/12/2026 | 129.06 K | $2.27 M | 19.88% | 1.12% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 126.42 K | $2.22 M | 0.00% | 1.10% |
| MARSHALL WACE, LLP | 02/13/2026 | 116.57 K | $2.05 M | 9.98% | 1.01% |
| STATE STREET CORP | 02/13/2026 | 105.09 K | $1.85 M | 4.92% | 0.91% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 100.47 K | $1.77 M | 21.29% | 0.87% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 92.54 K | $1.63 M | 28.64% | 0.80% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 68.06 K | $1.20 M | 0.00% | 0.59% |
| MERIDIAN WEALTH PARTNERS, LLC | 02/13/2026 | 66.84 K | $1.18 M | -7.46% | 0.58% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 65.90 K | $1.16 M | 7.21% | 0.57% |
| NORTHERN TRUST CORP | 02/17/2026 | 64.95 K | $1.14 M | -4.88% | 0.56% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 63.74 K | $1.12 M | -1.06% | 0.55% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 63.33 K | $906.31 K | 49.50% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 61.20 K | $1.08 M | 0.00% | 0.53% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 59.91 K | $1.05 M | 0.00% | 0.53% |
| KEY FINANCIAL INC | 02/09/2026 | 59.37 K | $1.04 M | 0.00% | 0.51% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 53.78 K | $945.45 K | 0.00% | 0.47% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 48.01 K | $844.02 K | 33.86% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 44.29 K | $778.62 K | 24.39% | 0.38% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 43.20 K | $759.37 K | 74.78% | 0.37% |
| BARCLAYS PLC | 02/13/2026 | 42.28 K | $743.27 K | 4.02% | 0.37% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/17/2026 | 34.52 K | $606.91 K | 333.22% | 0.30% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 32.80 K | $576.62 K | 40.17% | 0.28% |
| JANE STREET GROUP, LLC | 02/12/2026 | 32.54 K | $572.09 K | 82.36% | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 32.50 K | $571.32 K | 25.20% | 0.28% |
| MORGAN STANLEY | 02/13/2026 | 27.06 K | $475.66 K | 61.04% | 0.23% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 26.72 K | $469.77 K | 0.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 26.59 K | $467.38 K | 0.00% | 0.23% |
| MAN GROUP PLC | 02/17/2026 | 25.86 K | $454.62 K | 93.80% | 0.22% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 25.53 K | $448.82 K | 8.74% | 0.22% |
| TRAYNOR CAPITAL MANAGEMENT, INC. | 01/12/2026 | 25.00 K | $439.50 K | 0.00% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 22.90 K | $402.58 K | -63.42% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 21.12 K | $371.22 K | 29.08% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 17.83 K | $313.50 K | 100.00% | 0.15% |
| CITADEL ADVISORS LLC | 02/17/2026 | 17.31 K | $304.31 K | -75.81% | 0.15% |
| JPMORGAN CHASE & CO | 02/11/2026 | 17.11 K | $300.79 K | 79.20% | 0.15% |
| INVESCO LTD. | 02/19/2026 | 16.15 K | $283.97 K | 24.24% | 0.14% |
Meridian Corp institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Meridian Corp. The most heavily invested institutionals were:
STRATEGIC VALUE BANK PARTNERS LLC: 651,298
Nuveen, LLC: 168,863
Key FInancial Inc: 59,366
SummerHaven Investment Management, LLC: 54,421
Bank of New York Mellon Corp: 38,973
HSBC HOLDINGS PLC: 21,891
64.75% of Meridian Corp stock is owned by institutional investors.
Institutional investors have bought a total of 8.29 M shares in the last 24 months. This purchase volume represents approximately $157.32 M in transactions.