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Institutional Ownership · SEC Form 13F

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.

136
Institutional holders
8M
Shares held (tracked funds)
63.3%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added690,544$14M9.1%2026-Q2
STRATEGIC VALUE BANK PARTNERS LLC651,298$13M8.6%2026-Q2
Fourthstone LLC trimmed538,390$11M7.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added497,805$10M6.5%2026-Q2
FIRST MANHATTAN CO. LLC.437,696$9M5.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed434,281$9M5.7%2026-Q2
BANC FUNDS CO LLC added382,533$8M5.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added280,264$6M3.7%2026-Q2
AMERICAN CENTURY COMPANIES INC added258,339$5M3.4%2026-Q2
Qube Research & Technologies Ltd added217,353$4M2.9%2026-Q2
TWO SIGMA INVESTMENTS, LP added191,059$4M2.5%2026-Q2
Topline Capital Management, LLC added186,440$3M1.7%2026-Q2
STATE STREET CORP added186,047$4M2.4%2026-Q2
Nuveen, LLC added179,173$4M2.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added176,606$4M2.3%2026-Q2
Wick Capital Partners, LLC144,516$3M1.9%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed129,471$3M1.7%2026-Q2
Diametric Capital, LP new123,207$2M1.1%2026-Q2
Trexquant Investment LP added99,196$2M1.3%2026-Q2
MARSHALL WACE, LLP added87,067$2M1.1%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC new86,641$2M1.1%2026-Q2
MORGAN STANLEY added85,558$2M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added85,196$2M1.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added81,640$2M1.1%2026-Q2
GOLDMAN SACHS GROUP INC added81,067$2M1.1%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed79,285$2M1.0%2026-Q2
NORTHERN TRUST CORP added75,804$2M1.0%2026-Q2
Meridian Wealth Partners, LLC added66,850$1M0.9%2026-Q2
Squarepoint Ops LLC added64,257$1M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added63,547$1M0.8%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC61,203$1M0.8%2026-Q2
Key Financial Inc59,366$1M0.8%2026-Q2
SummerHaven Investment Management, LLC54,421$1M0.7%2026-Q2
Russell Investments Group, Ltd. trimmed52,447$1M0.7%2026-Q2
AMERIPRISE FINANCIAL INC new47,294$947K0.6%2026-Q2
Bank of New York Mellon Corp added42,699$855K0.6%2026-Q2
MILLENNIUM MANAGEMENT LLC added40,428$810K0.5%2026-Q2
BARCLAYS PLC trimmed36,549$732K0.5%2026-Q2
CITADEL ADVISORS LLC added34,176$685K0.4%2026-Q2
XTX Topco Ltd new34,105$683K0.4%2026-Q2
Ancora Advisors LLC trimmed32,960$660K0.4%2026-Q2
Quadrature Capital Ltd new32,568$652K0.4%2026-Q2
GREAT LAKES ADVISORS, LLC new31,085$433K0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added27,600$553K0.4%2026-Q2
JPMORGAN CHASE & CO added26,335$528K0.3%2026-Q2
MENDON CAPITAL ADVISORS CORP trimmed26,216$525K0.3%2026-Q2
HSBC HOLDINGS PLC added25,609$515K0.3%2026-Q2
Traynor Capital Management, Inc.25,000$501K0.3%2026-Q2
Man Group plc added23,247$466K0.3%2026-Q2
Jump Financial, LLC trimmed22,281$446K0.3%2026-Q2
Invesco Ltd. added17,526$351K0.2%2026-Q2
Point72 Asset Management, L.P. trimmed16,951$340K0.2%2026-Q2
JANE STREET GROUP, LLC trimmed16,562$231K0.2%2026-Q2
ALGERT GLOBAL LLC trimmed15,413$309K0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP trimmed14,670$294K0.2%2026-Q2
Borer Denton & Associates, Inc. trimmed13,629$273K0.2%2026-Q2
UBS Group AG added13,319$267K0.2%2026-Q2
BANK OF AMERICA CORP /DE/ added13,090$262K0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added12,954$259K0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new12,730$255K0.2%2026-Q2
RHUMBLINE ADVISERS added11,996$240K0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added11,812$237K0.2%2026-Q2
Brevan Howard Capital Management LP new11,769$236K0.2%2026-Q2
ELCO Management Co., LLC trimmed11,216$225K0.1%2026-Q2
Schonfeld Strategic Advisors LLC trimmed11,011$221K0.1%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. new10,039$201K0.1%2026-Q2
Strid Group, LLC10,000$200K0.1%2026-Q2
DEUTSCHE BANK AG\ added9,497$190K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added9,471$190K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added8,660$121K0.1%2026-Q2
PNC Financial Services Group, Inc. added8,096$162K0.1%2026-Q2
ROYAL BANK OF CANADA added6,663$133K0.1%2026-Q2
FMR LLC added6,227$87K0.1%2026-Q2
MetLife Investment Management, LLC5,580$112K0.1%2026-Q2
Continuum Advisory, LLC new5,000$70K0.0%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed4,555$91K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed4,482$90K0.1%2026-Q2
CITIGROUP INC added4,475$90K0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed4,317$86K0.1%2026-Q2
Persistent Asset Partners Ltd new4,201$58K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND3,600$72K0.0%2026-Q2
STRS OHIO added3,200$64K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey2,114$42K0.0%2026-Q2
Tower Research Capital LLC (TRC) added1,969$27K0.0%2026-Q2
GAMMA Investing LLC added1,254$17K0.0%2026-Q2
Arax Advisory Partners added1,113$15K0.0%2026-Q2
Legal & General Group Plc added1,064$21K0.0%2026-Q2
Ameritas Investment Partners, Inc.926$19K0.0%2026-Q2
Asset Dedication, LLC833$12K0.0%2026-Q2
NewEdge Advisors, LLC added822$11K0.0%2026-Q2
Steward Partners Investment Advisory, LLC416$6K0.0%2026-Q2
ASSETMARK, INC395$8K0.0%2026-Q2
Integrated Wealth Concepts LLC new293$6K0.0%2026-Q2
Sterling Capital Management LLC trimmed196$4K0.0%2026-Q2
Allworth Financial LP added181$4K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC171$2K0.0%2026-Q2
IFP Advisors, Inc added140$3K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed130$3K0.0%2026-Q2
FEDERATED HERMES, INC. added116$2K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed105$2K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership