Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Meridian Corp

CIK 0001750735MRBK· quarter ending 2026-06-30

Shares outstanding

11,929,048

as of 2026-08-06 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

7,757,229

65.0% of shares outstanding

Holders

102

+9 vs 2026-03-31 · 16 new, 7 exited

Value

$155.4M

shares +2.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MRBK · NASDAQ	11,929,048	7,757,229	65.0%	102	58958P104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	58958P104	COM	102	7,757,229	11,929,048	65.0%	$155.4M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (102 of 102 · 58958P104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	690,544	5.79%	$13.8M	+132,012 (+23.6%)
2	STRATEGIC VALUE BANK PARTNERS LLC	651,298	5.46%	$13.0M	—
3	Fourthstone LLC	538,390	4.51%	$10.8M	-636,911 (-54.2%)
4	DIMENSIONAL FUND ADVISORS LP	497,805	4.17%	$10.0M	+63,803 (+14.7%)
5	FIRST MANHATTAN CO. LLC.	437,696	3.67%	$8.8M	—
6	VANGUARD CAPITAL MANAGEMENT LLC	434,281	3.64%	$8.7M	-52,561 (-10.8%)
7	BANC FUNDS CO LLC	382,533	3.21%	$7.7M	+13,200 (+3.6%)
8	ACADIAN ASSET MANAGEMENT LLC	313,468	2.63%	$6.3M	+62,531 (+24.9%)
9	GEODE CAPITAL MANAGEMENT, LLC	280,264	2.35%	$5.6M	+67,202 (+31.5%)
10	AMERICAN CENTURY COMPANIES INC	258,339	2.17%	$5.2M	+65,657 (+34.1%)
11	Qube Research & Technologies Ltd	217,353	1.82%	$4.4M	+164,682 (+312.7%)
12	TWO SIGMA INVESTMENTS, LP	191,059	1.60%	$3.8M	+80,110 (+72.2%)
13	STATE STREET CORP	186,047	1.56%	$3.7M	+53,867 (+40.8%)
14	Nuveen, LLC	179,173	1.50%	$3.6M	+10,310 (+6.1%)
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	176,606	1.48%	$3.5M	+10,167 (+6.1%)
16	Wick Capital Partners, LLC	144,516	1.21%	$2.9M	—
17	Connor, Clark & Lunn Investment Management Ltd.	129,471	1.09%	$2.6M	-8,560 (-6.2%)
18	Trexquant Investment LP	99,196	0.83%	$2.0M	+9,729 (+10.9%)
19	MARSHALL WACE, LLP	87,067	0.73%	$1.7M	+20,529 (+30.9%)
20	JACOBS LEVY EQUITY MANAGEMENT, INC	86,641	0.73%	$1.7M	NEW
21	MORGAN STANLEY	85,558	0.72%	$1.7M	+20,510 (+31.5%)
22	VANGUARD PORTFOLIO MANAGEMENT LLC	85,196	0.71%	$1.7M	+22,530 (+36.0%)
23	AQR CAPITAL MANAGEMENT LLC	81,640	0.68%	$1.6M	+38,969 (+91.3%)
24	GOLDMAN SACHS GROUP INC	81,067	0.68%	$1.6M	+2,632 (+3.4%)
25	SEGALL BRYANT & HAMILL, LLC	79,285	0.66%	$1.6M	-105 (-0.1%)
26	NORTHERN TRUST CORP	75,804	0.64%	$1.5M	+9,255 (+13.9%)
27	LSV ASSET MANAGEMENT	67,256	0.56%	$1.3M	—
28	Meridian Wealth Partners, LLC	66,850	0.56%	$1.3M	+11 (+0.0%)
29	Squarepoint Ops LLC	64,257	0.54%	$1.3M	+32,739 (+103.9%)
30	VANGUARD FIDUCIARY TRUST CO	63,547	0.53%	$1.3M	+3,674 (+6.1%)
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC	61,203	0.51%	$1.2M	—
32	Key Financial Inc	59,366	0.50%	$1.2M	—
33	SummerHaven Investment Management, LLC	54,421	0.46%	$1.1M	—
34	Russell Investments Group, Ltd.	52,447	0.44%	$1.1M	-14,933 (-22.2%)
35	AMERIPRISE FINANCIAL INC	47,294	0.40%	$947K	NEW
36	Bank of New York Mellon Corp	42,699	0.36%	$855K	+3,726 (+9.6%)
37	MILLENNIUM MANAGEMENT LLC	40,428	0.34%	$810K	+16,723 (+70.5%)
38	BARCLAYS PLC	36,549	0.31%	$732K	-292 (-0.8%)
39	CITADEL ADVISORS LLC	34,176	0.29%	$685K	+14,995 (+78.2%)
40	XTX Topco Ltd	34,105	0.29%	$683K	NEW
41	HRT FINANCIAL LP	34,042	0.29%	$681K	NEW
42	Ancora Advisors LLC	32,960	0.28%	$660K	-19,030 (-36.6%)
43	Quadrature Capital Ltd	32,568	0.27%	$652K	NEW
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27,600	0.23%	$553K	+3,881 (+16.4%)
45	JPMORGAN CHASE & CO	26,335	0.22%	$528K	+22,467 (+580.8%)
46	MENDON CAPITAL ADVISORS CORP	26,216	0.22%	$525K	-506 (-1.9%)
47	HSBC HOLDINGS PLC	25,609	0.21%	$515K	+3,718 (+17.0%)
48	Traynor Capital Management, Inc.	25,000	0.21%	$501K	—
49	Man Group plc	23,247	0.19%	$466K	+4,125 (+21.6%)
50	Jump Financial, LLC	22,281	0.19%	$446K	-219 (-1.0%)
51	Invesco Ltd.	17,526	0.15%	$351K	+2,089 (+13.5%)
52	Point72 Asset Management, L.P.	16,951	0.14%	$340K	-208 (-1.2%)
53	ALGERT GLOBAL LLC	15,413	0.13%	$309K	-39,937 (-72.2%)
54	OCCUDO QUANTITATIVE STRATEGIES LP	14,670	0.12%	$294K	-4,809 (-24.7%)
55	Borer Denton & Associates, Inc.	13,629	0.11%	$273K	NEW
56	UBS Group AG	13,319	0.11%	$267K	+5,482 (+70.0%)
57	BANK OF AMERICA CORP /DE/	13,090	0.11%	$262K	NEW
58	STATE OF WISCONSIN INVESTMENT BOARD	12,954	0.11%	$259K	+429 (+3.4%)
59	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	12,730	0.11%	$255K	NEW
60	RHUMBLINE ADVISERS	11,996	0.10%	$240K	+436 (+3.8%)
61	MARTINGALE ASSET MANAGEMENT L P	11,812	0.10%	$237K	+170 (+1.5%)
62	Brevan Howard Capital Management LP	11,769	0.10%	$236K	NEW
63	ELCO Management Co., LLC	11,216	0.09%	$225K	-506 (-4.3%)
64	Schonfeld Strategic Advisors LLC	11,011	0.09%	$221K	NEW
65	GREAT VALLEY ADVISOR GROUP, INC.	10,039	0.08%	$201K	NEW
66	Strid Group, LLC	10,000	0.08%	$200K	—
67	DEUTSCHE BANK AG\	9,497	0.08%	$190K	+2,371 (+33.3%)
68	WELLS FARGO & COMPANY/MN	9,471	0.08%	$190K	+5,426 (+134.1%)
69	PNC Financial Services Group, Inc.	8,096	0.07%	$162K	+4,637 (+134.1%)
70	ROYAL BANK OF CANADA	6,663	0.06%	$133K	+1,475 (+28.4%)
71	MetLife Investment Management, LLC	5,580	0.05%	$112K	—
72	LOS ANGELES CAPITAL MANAGEMENT LLC	4,555	0.04%	$91K	-22,743 (-83.3%)
73	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,482	0.04%	$90K	-15 (-0.3%)
74	CITIGROUP INC	4,475	0.04%	$90K	+4,035 (+917.0%)
75	Vanguard Global Advisers, LLC	4,317	0.04%	$86K	-3,703 (-46.2%)
76	NEW YORK STATE COMMON RETIREMENT FUND	3,600	0.03%	$72K	—
77	BNP PARIBAS FINANCIAL MARKETS	3,326	0.03%	$67K	+1,342 (+67.6%)
78	STRS OHIO	3,200	0.03%	$64K	+600 (+23.1%)
79	BESSEMER GROUP INC	2,126	0.02%	$43K	—
80	Police & Firemen's Retirement System of New Jersey	2,114	0.02%	$42K	—
81	State of Alaska, Department of Revenue	1,173	0.01%	$23K	—
82	Legal & General Group Plc	1,064	0.01%	$21K	+249 (+30.6%)
83	Ameritas Investment Partners, Inc.	926	0.01%	$19K	—
84	Tower Research Capital LLC (TRC)	782	0.01%	$16K	-584 (-42.8%)
85	FMR LLC	653	0.01%	$13K	+90 (+16.0%)
86	Arax Advisory Partners	482	0.00%	$10K	+434 (+904.2%)
87	ASSETMARK, INC	395	0.00%	$8K	—
88	GAMMA Investing LLC	297	0.00%	$6K	+101 (+51.5%)
89	Sterling Capital Management LLC	196	0.00%	$4K	-66 (-25.2%)
90	Allworth Financial LP	181	0.00%	$4K	+43 (+31.2%)
91	IFP Advisors, Inc	140	0.00%	$3K	+50 (+55.6%)
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	130	0.00%	$3K	-370 (-74.0%)
93	FEDERATED HERMES, INC.	116	0.00%	$2K	+70 (+152.2%)
94	Farther Finance Advisors, LLC	105	0.00%	$2K	NEW
95	EverSource Wealth Advisors, LLC	81	0.00%	$2K	NEW
96	ROTHSCHILD INVESTMENT LLC	63	0.00%	$1K	NEW
97	Covestor Ltd	14	0.00%	$0	-17 (-54.8%)
98	Essential Partners LLC	12	0.00%	$240	NEW
99	True Wealth Design, LLC	12	0.00%	$241	-3 (-20.0%)
100	SJS Investment Consulting Inc.	10	0.00%	$201	+2 (+25.0%)
101	Basecamp Wealth Advisors LLC	10	0.00%	$200	-6 (-37.5%)
102	Fortitude Family Office, LLC	7	0.00%	$140	NEW

Exited since 2026-03-31 (7 filers; largest 7 shown)

Ategra Capital Management, LLC	−239,210
PRUDENTIAL FINANCIAL INC	−26,100
RENAISSANCE TECHNOLOGIES LLC	−18,400
Hillsdale Investment Management Inc.	−18,200
Engineers Gate Manager LP	−18,121
CWM, LLC	−1,953
MAI Capital Management	−56

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Fourthstone Small-Cap Financials Fund LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	0	0%
Fourthstone QP Opportunity Fund LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	116,325	0.98%
Fourthstone Master Opportunity Fund Ltd	SCHEDULE 13G/A	2026-08-14	2026-06-30	422,065	3.55%
L. Phillip Stone, IV	SCHEDULE 13G/A	2026-08-14	2026-06-30	538,390	4.53%
Fourthstone LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	538,390	4.53%
Fourthstone GP LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	116,325	0.98%
BlackRock, Inc.	SCHEDULE 13G	2026-07-29	2026-06-30	630,139	5.3%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Ategra GP, LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	406,940	3.6%
Ategra Capital Management, LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	406,940	3.6%
Jacques Rebibo	SCHEDULE 13G/A	2025-11-14	2025-09-30	461,140	4.1%
Jonathan Holtaway	SCHEDULE 13G/A	2025-11-14	2025-09-30	406,940	3.6%
Ategra Community Financial Institution Fund, LP	SCHEDULE 13G/A	2025-11-14	2025-09-30	406,940	3.6%
ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, L.P.	SCHEDULE 13G/A	2025-08-14	2025-06-30	616,129	5.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.