Who owns Meridian Holdings (MRDN)
Which tracked institutional funds hold MRDN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MRDN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MRDN is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 7 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MRDN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MRDN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MRDN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 108 tracked filers holding MRDN, 67 increased or opened the position and 44 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MRDN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- Diametric Capital, LP$2M
- AMERIPRISE FINANCIAL INC$947K
- XTX Topco Ltd$683K
- Quadrature Capital Ltd$652K
Full exits 3
- ACADIAN ASSET MANAGEMENT LLC$5M
- Ategra Capital Management, LLC$5M
- LSV ASSET MANAGEMENT$1M
Largest adds
- Qube Research & Technologies Ltd$3M
- BlackRock, Inc.$3M
- DIMENSIONAL FUND ADVISORS LP$2M
- TWO SIGMA INVESTMENTS, LP$2M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- Topline Capital Management, LLC$2M
Largest trims
- Fourthstone LLC$11M
- ALGERT GLOBAL LLC$740K
- LOS ANGELES CAPITAL MANAGEMENT LLC$458K
- Ancora Advisors LLC$326K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 690,544 | $14M | 9.1% | 2026-Q2 |
| STRATEGIC VALUE BANK PARTNERS LLC | 651,298 | $13M | 8.6% | 2026-Q2 |
| Fourthstone LLC trimmed | 538,390 | $11M | 7.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 497,805 | $10M | 6.5% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 437,696 | $9M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 434,281 | $9M | 5.7% | 2026-Q2 |
| BANC FUNDS CO LLC added | 382,533 | $8M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 280,264 | $6M | 3.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 258,339 | $5M | 3.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 217,353 | $4M | 2.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 191,059 | $4M | 2.5% | 2026-Q2 |
| Topline Capital Management, LLC added | 186,440 | $3M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 186,047 | $4M | 2.4% | 2026-Q2 |
| Nuveen, LLC added | 179,173 | $4M | 2.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 176,606 | $4M | 2.3% | 2026-Q2 |
| Wick Capital Partners, LLC | 144,516 | $3M | 1.9% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 129,471 | $3M | 1.7% | 2026-Q2 |
| Diametric Capital, LP new | 123,207 | $2M | 1.1% | 2026-Q2 |
| Trexquant Investment LP added | 99,196 | $2M | 1.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 87,067 | $2M | 1.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 86,641 | $2M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 85,558 | $2M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 85,196 | $2M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 81,640 | $2M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 81,067 | $2M | 1.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 79,285 | $2M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 75,804 | $2M | 1.0% | 2026-Q2 |
| Meridian Wealth Partners, LLC added | 66,850 | $1M | 0.9% | 2026-Q2 |
| Squarepoint Ops LLC added | 64,257 | $1M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 63,547 | $1M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,203 | $1M | 0.8% | 2026-Q2 |
| Key Financial Inc | 59,366 | $1M | 0.8% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 54,421 | $1M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 52,447 | $1M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 47,294 | $947K | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 42,699 | $855K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 40,428 | $810K | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 36,549 | $732K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,176 | $685K | 0.4% | 2026-Q2 |
| XTX Topco Ltd new | 34,105 | $683K | 0.4% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 32,960 | $660K | 0.4% | 2026-Q2 |
| Quadrature Capital Ltd new | 32,568 | $652K | 0.4% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC new | 31,085 | $433K | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 27,600 | $553K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 26,335 | $528K | 0.3% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 26,216 | $525K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 25,609 | $515K | 0.3% | 2026-Q2 |
| Traynor Capital Management, Inc. | 25,000 | $501K | 0.3% | 2026-Q2 |
| Man Group plc added | 23,247 | $466K | 0.3% | 2026-Q2 |
| Jump Financial, LLC trimmed | 22,281 | $446K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 17,526 | $351K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 16,951 | $340K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 16,562 | $231K | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 15,413 | $309K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 14,670 | $294K | 0.2% | 2026-Q2 |
| Borer Denton & Associates, Inc. trimmed | 13,629 | $273K | 0.2% | 2026-Q2 |
| UBS Group AG added | 13,319 | $267K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 13,090 | $262K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 12,954 | $259K | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 12,730 | $255K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 11,996 | $240K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 11,812 | $237K | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 11,769 | $236K | 0.2% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 11,216 | $225K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 11,011 | $221K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 10,039 | $201K | 0.1% | 2026-Q2 |
| Strid Group, LLC | 10,000 | $200K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 9,497 | $190K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,471 | $190K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,660 | $121K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,096 | $162K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,663 | $133K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,227 | $87K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 5,580 | $112K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC new | 5,000 | $70K | 0.0% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 4,555 | $91K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,482 | $90K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,475 | $90K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 4,317 | $86K | 0.1% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 4,201 | $58K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,600 | $72K | 0.0% | 2026-Q2 |
| STRS OHIO added | 3,200 | $64K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,114 | $42K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,969 | $27K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 1,254 | $17K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,113 | $15K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,064 | $21K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 926 | $19K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 833 | $12K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 822 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 416 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 395 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 293 | $6K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 196 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 181 | $4K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 171 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 140 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 130 | $3K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 116 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 105 | $2K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.