New Positions
10 managers initiated
Top five by reported value
Meridian Holdings Inc NASDAQ NMS - GLOBAL MARKET:MRDN
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
10 new41 added35 reduced3 exited
Total Institutional Holders
86
as of 2025-12-31
Top Holder
Fourthstone LLC
$19.7M
Largest QoQ Increase
AMERICAN CENTURY COMPANIES INC
+49,757 sh
Largest QoQ Decrease
Wick Capital Partners, LLC
-140,036 sh
New Positions(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 17,833 | +17,833 | $313.5K | +$313.5K | — |
| STATE OF WISCONSIN INVESTMENT BOARD | 15,600 | +15,600 | $274.2K | +$274.2K | — |
| OCCUDO QUANTITATIVE STRATEGIES LP | 13,331 | +13,331 | $234.4K | +$234.4K | — |
| Engineers Gate Manager LP | 10,314 | +10,314 | $181.3K | +$181.3K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,400 | +6,400 | $112.5K | +$112.5K | — |
| Allworth Financial LP | 102 | +102 | $1.8K | +$1.8K | — |
| IFP Advisors, Inc | 94 | +94 | $1.6K | +$1.6K | — |
| MAI Capital Management | 11 | +11 | $194 | +$194 | — |
| SJS Investment Consulting Inc. | 8 | +8 | $141 | +$141 | — |
| State of Alaska, Department of Revenue | 1,173 | +1,173 | $20 | +$20 | — |
Added To(41)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,121,775 | +49,561 | $19.7M | +$2.8M | 4.6% |
| BlackRock, Inc. | 542,630 | +21,150 | $9.5M | +$1.3M | 4.0% |
| DIMENSIONAL FUND ADVISORS LP | 395,283 | +33,357 | $6.9M | +$1.2M | 9.2% |
| VANGUARD GROUP INC | 584,072 | +4,503 | $10.3M | +$1.1M | 0.8% |
| AMERICAN CENTURY COMPANIES INC | 135,854 | +49,757 | $2.4M | +$1.0M | 57.8% |
| FIRST MANHATTAN CO | 437,696 | +5,100 | $7.7M | +$864.0K | 1.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 139,401 | +20,948 | $2.5M | +$580.3K | 17.7% |
| Nuveen, LLC | 129,062 | +21,400 | $2.3M | +$568.9K | 19.9% |
| Trexquant Investment LP | 92,537 | +20,601 | $1.6M | +$490.9K | 28.6% |
| MALTESE CAPITAL MANAGEMENT LLC | 34,523 | +26,554 | $606.9K | +$481.1K | 333.2% |
| TWO SIGMA INVESTMENTS, LP | 100,474 | +17,636 | $1.8M | +$458.3K | 21.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 179,064 | +7,299 | $3.1M | +$435.8K | 4.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 213,117 | +1,232 | $3.7M | +$401.0K | 0.6% |
| MARSHALL WACE, LLP | 116,572 | +10,574 | $2.0M | +$375.6K | 10.0% |
| Squarepoint Ops LLC | 43,195 | +18,481 | $759.4K | +$369.1K | 74.8% |
| JANE STREET GROUP, LLC | 32,542 | +14,697 | $572.1K | +$290.3K | 82.3% |
| PRUDENTIAL FINANCIAL INC | 48,010 | +12,145 | $844.0K | +$277.7K | 33.9% |
| STATE STREET CORP | 105,090 | +4,929 | $1.8M | +$265.9K | 4.9% |
| Man Group plc | 25,860 | +12,516 | $454.6K | +$243.9K | 93.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 63,334 | +20,970 | $906.3K | +$237.4K | 49.5% |
| Bank of New York Mellon Corp | 44,290 | +8,685 | $778.6K | +$216.4K | 24.4% |
| MORGAN STANLEY | 27,055 | +10,255 | $475.7K | +$210.4K | 61.0% |
| Jump Financial, LLC | 32,800 | +9,400 | $576.6K | +$207.1K | 40.2% |
| Russell Investments Group, Ltd. | 65,899 | +4,433 | $1.2M | +$188.0K | 7.2% |
| AQR CAPITAL MANAGEMENT LLC | 32,498 | +6,541 | $571.3K | +$161.5K | 25.2% |
| JPMORGAN CHASE & CO | 17,110 | +7,562 | $300.8K | +$150.0K | 79.2% |
| BANK OF AMERICA CORP /DE/ | 10,148 | +6,477 | $178.4K | +$120.4K | 176.4% |
| UBS Group AG | 21,116 | +4,757 | $371.2K | +$112.9K | 29.1% |
| Invesco Ltd. | 16,153 | +3,152 | $284.0K | +$78.7K | 24.2% |
| MILLENNIUM MANAGEMENT LLC | 25,530 | +2,051 | $448.8K | +$78.1K | 8.7% |
| WELLS FARGO & COMPANY/MN | 10,906 | +3,629 | $191.7K | +$76.8K | 49.9% |
| BARCLAYS PLC | 53,643 | +12,998 | $691.5K | +$49.7K | 32.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,395 | +132 | $77.3K | +$10.0K | 3.1% |
| FMR LLC | 552 | +534 | $9.7K | +$9.4K | 2966.7% |
| PNC Financial Services Group, Inc. | 3,459 | +7 | $60.8K | +$6.3K | 0.2% |
| Tower Research Capital LLC (TRC) | 907 | +234 | $15.9K | +$5.3K | 34.8% |
| GAMMA Investing LLC | 104 | +74 | $1.8K | +$1.4K | 246.7% |
| CITIGROUP INC | 209 | +53 | $3.7K | +$1.2K | 34.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 569 | +2 | $10.0K | +$1.1K | 0.3% |
| ACADIAN ASSET MANAGEMENT LLC | 215,282 | +27,658 | $3.8K | +$820 | 14.7% |
| Covestor Ltd | 118 | +17 | $2 | $0 | 16.8% |
Reduced(35)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 320,919 | -131,919 | $5.6M | -$1.5M | -29.1% |
| Strategic Value Bank Partners LLC | 651,298 | 0 | $11.4M | +$1.2M | 0.0% |
| CITADEL ADVISORS LLC | 17,310 | -54,238 | $304.3K | -$825.4K | -75.8% |
| RENAISSANCE TECHNOLOGIES LLC | 22,900 | -39,700 | $402.6K | -$585.9K | -63.4% |
| Royal Bank of Canada | 5,174 | -34,117 | $91.0K | -$447.0K | -86.8% |
| Wick Capital Partners, LLC | 4,480 | -140,036 | $2.5M | +$258.7K | -96.9% |
| Ategra Capital Management, LLC | 352,269 | -54,671 | $6.2M | -$232.7K | -13.4% |
| SEGALL BRYANT & HAMILL, LLC | 126,424 | 0 | $2.2M | +$226.3K | 0.0% |
| Key Financial Inc | 59,366 | 0 | $1.0M | +$126.4K | 0.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,203 | 0 | $1.1M | +$109.6K | 0.0% |
| SummerHaven Investment Management, LLC | 59,907 | 0 | $1.1M | +$107.2K | 0.0% |
| GOLDMAN SACHS GROUP INC | 63,744 | -680 | $1.1M | +$103.4K | -1.1% |
| MENDON CAPITAL ADVISORS CORP | 26,722 | 0 | $469.8K | +$65.4K | 0.0% |
| NORTHERN TRUST CORP | 64,948 | -3,335 | $1.1M | +$63.6K | -4.9% |
| TWO SIGMA ADVISERS, LP | 14,100 | -4,900 | $247.9K | -$52.1K | -25.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26,586 | 0 | $467.4K | +$47.6K | 0.0% |
| Traynor Capital Management, Inc. | 25,000 | 0 | $439.5K | +$44.8K | 0.0% |
| Meridian Wealth Partners, LLC | 66,839 | -5,391 | $1.2M | +$34.5K | -7.5% |
| BNP PARIBAS ARBITRAGE, SNC | 2,057 | -2,126 | $36.2K | -$29.9K | -50.8% |
| Strid Group, LLC | 10,000 | 0 | $175.8K | +$17.9K | 0.0% |
| STRS OHIO | 7,200 | 0 | $126.6K | +$12.9K | 0.0% |
| DEUTSCHE BANK AG\ | 7,126 | 0 | $125.3K | +$12.8K | 0.0% |
| MetLife Investment Management, LLC | 5,580 | -55 | $98.1K | +$9.1K | -1.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,600 | 0 | $63.3K | +$6.4K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 2,114 | 0 | $37.2K | +$3.8K | 0.0% |
| RHUMBLINE ADVISERS | 11,551 | -1,444 | $203.1K | -$2.1K | -11.1% |
| Ameritas Investment Partners, Inc. | 926 | 0 | $16.3K | +$1.7K | 0.0% |
| Legal & General Group Plc | 815 | 0 | $14.3K | +$1.5K | 0.0% |
| Clearstead Advisors, LLC | 4 | -22 | $71 | -$340 | -84.6% |
| Sterling Capital Management LLC | 449 | -69 | $7.9K | -$286 | -13.3% |
| LSV ASSET MANAGEMENT | 68,056 | 0 | $1.2K | +$121 | 0.0% |
| True Wealth Design, LLC | 14 | -5 | $247 | -$54 | -26.3% |
| CWM, LLC | 1,565 | -561 | $28 | -$6 | -26.4% |
| BESSEMER GROUP INC | 2,126 | 0 | $37 | +$3 | 0.0% |
| AMALGAMATED BANK | 291 | -19 | $5 | $0 | -6.1% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Integrated Quantitative Investments LLC | 0 | -16,220 | $0 | -$256.1K | — |
| SRS Capital Advisors, Inc. | 0 | -383 | $0 | -$6.0K | — |
| SBI Securities Co., Ltd. | 0 | -1 | $0 | -$16 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Fourthstone LLC | 1,121,775 | $19.7M | +49,561 | 4.6% |
| Strategic Value Bank Partners LLC | 651,298 | $11.4M | 0 | 0.0% |
| VANGUARD GROUP INC | 584,072 | $10.3M | +4,503 | 0.8% |
| BlackRock, Inc. | 542,630 | $9.5M | +21,150 | 4.0% |
| FIRST MANHATTAN CO | 437,696 | $7.7M | +5,100 | 1.2% |
| DIMENSIONAL FUND ADVISORS LP | 395,283 | $6.9M | +33,357 | 9.2% |
| Ategra Capital Management, LLC | 352,269 | $6.2M | -54,671 | -13.4% |
| BANC FUNDS CO LLC | 320,919 | $5.6M | -131,919 | -29.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 213,117 | $3.7M | +1,232 | 0.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 179,064 | $3.1M | +7,299 | 4.2% |
| Wick Capital Partners, LLC | 4,480 | $2.5M | -140,036 | -96.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 139,401 | $2.5M | +20,948 | 17.7% |
| AMERICAN CENTURY COMPANIES INC | 135,854 | $2.4M | +49,757 | 57.8% |
| Nuveen, LLC | 129,062 | $2.3M | +21,400 | 19.9% |
| SEGALL BRYANT & HAMILL, LLC | 126,424 | $2.2M | 0 | 0.0% |
| MARSHALL WACE, LLP | 116,572 | $2.0M | +10,574 | 10.0% |
| STATE STREET CORP | 105,090 | $1.8M | +4,929 | 4.9% |
| TWO SIGMA INVESTMENTS, LP | 100,474 | $1.8M | +17,636 | 21.3% |
| Trexquant Investment LP | 92,537 | $1.6M | +20,601 | 28.6% |
| Meridian Wealth Partners, LLC | 66,839 | $1.2M | -5,391 | -7.5% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for MRDN against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.