Institutional Ownership First Merchants Corp (FRME)
This table provides information about the institutional ownership of First Merchants Corp (FRME). We have compiled data on the 285 institutions that hold shares in the stock, with a total of 45.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
89
shares
|
$3,693
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
82
shares
|
$3,403
0.0% of portfolio
|
Q1 2025
Added 228.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
78
shares
|
$3,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
70
shares
|
$2,905
0.0% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
65
shares
|
$2,697
0.0% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
64
shares
|
$2,656
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
55
shares
|
$2,282
0.0% of portfolio
|
Q2 2024
Reduced 46.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
54
shares
|
$2,241
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
50
shares
|
$2,075
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
48
shares
|
$1,992
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48
shares
|
$1,992
0.0% of portfolio
|
Q1 2021
Added 56.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,826
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40
shares
|
$1,660
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
37
shares
|
$1,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
37
shares
|
$1,535
0.0% of portfolio
|
Q4 2023
Reduced 33.93%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$1,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,079
0.0% of portfolio
|
Q3 2023
Reduced 63.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
24
shares
|
$996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
19
shares
|
$788
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
17
shares
|
$705
0.0% of portfolio
|
Q1 2025
Reduced 86.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16
shares
|
$664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$498
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8
shares
|
$332
0.0% of portfolio
|
Q3 2023
Reduced 98.05%
|