Institutional Ownership Merchants Bancorp (MBIN)
This table provides information about the institutional ownership of Merchants Bancorp (MBIN). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
27,094,718
shares
|
$876 Million
56.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,540,306
shares
|
$49.8 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,446,722
shares
|
$46.8 Million
0.0% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,355,960
shares
|
$43.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
884,862
shares
|
$28.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
782,412
shares
|
$25.3 Million
0.28% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
681,486
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
567,980
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
530,150
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
434,320
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
385,790
shares
|
$12.5 Million
2.62% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
362,520
shares
|
$11.7 Million
0.04% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
281,070
shares
|
$9.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
273,747
shares
|
$8.85 Million
0.42% of portfolio
|
Q2 2025
Reduced 52.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,063
shares
|
$8.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
254,214
shares
|
$8.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
238,580
shares
|
$7.71 Million
0.88% of portfolio
|
Q2 2025
Reduced 24.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
236,425
shares
|
$7.64 Million
0.02% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
226,232
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
226,104
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
225,859
shares
|
$7.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
200,510
shares
|
$6.48 Million
0.72% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
188,294
shares
|
$6.09 Million
2.37% of portfolio
|
Q4 2024
Reduced 97.26%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
161,981
shares
|
$5.24 Million
0.02% of portfolio
|
Q2 2025
Added 61.08%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
154,924
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2025
Added 663.85%
|