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Merchants Bancorp (MBIN) Institutional Ownership

Merchants Bancorp logo
$52.68 +0.08 (+0.15%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Merchants Bancorp (NASDAQ:MBIN)

Current
Institutional Ownership
Percentage
24.57%
Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$390.33M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$40.88M
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MBIN Institutional Buying and Selling by Quarter

Merchants Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System1,199,650$59.98M0.0%+6,164.8%2.611%
8/22/2026 NBH Bank2,257$113K0.0%N/A0.005%
8/17/2026 Capstone Investment Advisors LLC19,018$951K0.0%N/A0.041%
8/17/2026 Bank of America Corp DE121,142$6.06M0.0%N/A0.264%
8/17/2026 Basswood Capital Management L.L.C.273,747$13.69M0.5%N/A0.596%
8/15/2026 Jupiter Topco LLC7,076$354K0.0%N/A0.015%
8/14/2026 Legal & General Group Plc64,385$3.22M0.0%N/A0.140%
8/14/2026 The Manufacturers Life Insurance Company 8,720$436K0.0%N/A0.019%
8/11/2026 Oxford Financial Group LTD. LLC11,137$557K0.0%N/A0.024%
8/10/2026 Denali Advisors LLC174,576$8.73M0.9%-10.3%0.380%
8/8/2026 Meeder Advisory Services Inc.7,500$375K0.0%N/A0.016%
8/7/2026 BlackRock Inc.4,105,193$205.26M0.0%N/A8.936%
8/7/2026 Deutsche Bank AG105,673$5.28M0.0%N/A0.230%
8/6/2026 Bank of New York Mellon Corp234,378$11.72M0.0%N/A0.510%
7/9/2026 Valeo Financial Advisors LLC226,998$11.35M0.2%-3.4%0.494%
6/22/2026 Sapient Capital LLC60,521$2.61M0.0%-19.9%0.132%
6/10/2026 Curry Webb Wealth Management LLC14,083$604K0.3%N/A0.031%
5/19/2026 Bank of America Corp DE106,357$4.56M0.0%+66.8%0.232%
5/18/2026 Royal Bank of Canada212,852$9.13M0.0%+3.3%0.463%
5/16/2026 Quantinno Capital Management LP34,926$1.50M0.0%+2.4%0.076%
5/14/2026 Renaissance Technologies LLC49,089$2.11M0.0%+8.4%0.107%
5/14/2026 Gamco Investors INC. ET AL5,000$215K0.0%N/A0.011%
5/14/2026 Sei Investments Co.108,975$4.68M0.0%+94.9%0.237%
5/13/2026 Cetera Investment Advisers8,428$362K0.0%+10.9%0.018%
5/13/2026 First Trust Advisors LP116,355$4.99M0.0%-17.6%0.253%
5/7/2026 Dimensional Fund Advisors LP1,758,985$75.48M0.0%+6.2%3.829%
5/5/2026 Bank of New York Mellon Corp236,146$10.13M0.0%+43.7%0.514%
5/5/2026 Illinois Municipal Retirement Fund15,132$649K0.0%N/A0.033%
5/4/2026 Principal Financial Group Inc.142,616$6.12M0.0%N/A0.310%
5/4/2026 Teachers Retirement System of The State of Kentucky7,300$313K0.0%N/A0.016%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,263$312K0.0%N/A0.016%
5/1/2026 Fifth Third Bancorp6,292$270K0.0%N/A0.014%
4/30/2026 Oregon Public Employees Retirement Fund6,700$287K0.0%N/A0.015%
4/27/2026 New York State Teachers Retirement System9,146$392K0.0%N/A0.020%
4/25/2026 Strs Ohio14,200$609K0.0%-24.1%0.031%
4/23/2026 Inspire Investing LLC11,944$513K0.0%-35.6%0.026%
4/22/2026 Sterling Capital Management LLC860$37K0.0%-42.7%0.002%
4/21/2026 Louisiana State Employees Retirement System13,000$558K0.0%N/A0.028%
4/16/2026 SG Americas Securities LLC4,915$211K0.0%-41.0%0.011%
3/20/2026 Hsbc Holdings PLC10,397$355K0.0%N/A0.023%
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2/19/2026 Invesco Ltd.45,818$1.56M0.0%+1.5%0.100%
2/18/2026 Mackenzie Financial Corp57,324$1.93M0.0%+200.7%0.125%
2/18/2026 XTX Topco Ltd20,846$710K0.0%-28.3%0.045%
2/18/2026 Numerai GP LLC7,464$254K0.0%N/A0.016%
2/18/2026 Millennium Management LLC128,011$4.36M0.0%-64.9%0.279%
2/18/2026 Man Group plc55,832$1.90M0.0%N/A0.122%
2/18/2026 Inspire Investing LLC18,536$631K0.1%+29.3%0.040%
2/18/2026 Balyasny Asset Management L.P.14,976$510K0.0%+14.8%0.033%
2/17/2026 AQR Capital Management LLC41,872$1.43M0.0%+22.7%0.091%
2/17/2026 Trexquant Investment LP67,660$2.30M0.0%+35.6%0.147%
2/17/2026 Jump Financial LLC12,733$434K0.0%-66.0%0.028%
2/17/2026 Price T Rowe Associates Inc. MD24,014$818K0.0%+9.1%0.052%
2/17/2026 Osaic Holdings Inc.4,146$141K0.0%-71.8%0.009%
2/17/2026 Russell Investments Group Ltd.122,690$4.18M0.0%+15.2%0.267%
2/17/2026 Peloton Wealth Strategists5,985$204K0.1%-4.9%0.013%
2/17/2026 Royal Bank of Canada205,953$7.02M0.0%-6.9%0.449%
2/16/2026 Squarepoint Ops LLC11,927$406K0.0%-55.8%0.026%
2/16/2026 Verition Fund Management LLC16,600$565K0.0%-60.5%0.036%
2/16/2026 Barclays PLC40,404$1.38M0.0%+10.6%0.088%
2/13/2026 Marshall Wace LLP140,168$4.77M0.0%+10.4%0.305%
2/13/2026 The Manufacturers Life Insurance Company 14,810$504K0.0%-5.4%0.032%
2/13/2026 Inspire Advisors LLC7,692$262K0.0%N/A0.017%
2/13/2026 First Trust Advisors LP141,145$4.81M0.0%+458.7%0.308%
2/13/2026 Charles Schwab Investment Management Inc.234,637$7.99M0.0%-1.0%0.511%
2/13/2026 State Street Corp574,086$19.61M0.0%+4.7%1.251%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,969$2.01M0.0%+137.0%0.129%
2/13/2026 Wells Fargo & Company MN32,062$1.09M0.0%+40.2%0.070%
2/12/2026 HRT Financial LP59,224$2.02M0.0%+223.8%0.129%
2/12/2026 Banc Funds Co. LLC244,462$8.33M1.6%-28.2%0.533%
2/12/2026 Renaissance Technologies LLC45,300$1.54M0.0%-22.4%0.099%
2/12/2026 Dimensional Fund Advisors LP1,656,898$56.43M0.0%+3.4%3.611%
2/12/2026 Federated Hermes Inc.13,720$467K0.0%+42.9%0.030%
2/12/2026 New York State Common Retirement Fund71,034$2.42M0.0%-6.1%0.155%
2/12/2026 Swiss National Bank40,700$1.39M0.0%+1.8%0.089%
2/12/2026 Nuveen LLC46,718$1.59M0.0%-3.4%0.102%
2/11/2026 Deutsche Bank AG68,731$2.34M0.0%-28.0%0.150%
2/11/2026 LPL Financial LLC36,792$1.25M0.0%-7.5%0.080%
2/11/2026Brandywine Global Investment Management LLC53,926$1.84M0.0%-3.9%0.118%
2/11/2026 JPMorgan Chase & Co.101,714$3.46M0.0%-43.2%0.222%
2/10/2026 Goldman Sachs Group Inc.162,285$5.53M0.0%+97.5%0.354%
2/10/2026 Intech Investment Management LLC9,418$321K0.0%-12.0%0.021%
2/9/2026 Geode Capital Management LLC715,394$24.37M0.0%+2.7%1.559%
2/9/2026 Royce & Associates LP808,314$27.53M0.3%-6.2%1.761%
2/9/2026 Ballast Asset Management LP133,296$4.54M2.1%-3.3%0.290%
2/6/2026 PNC Financial Services Group Inc.9,866$336K0.0%-69.1%0.021%
2/5/2026 Sapient Capital LLC75,521$2.55M0.0%+41.2%0.165%
2/4/2026 Pacific Ridge Capital Partners LLC21,936$747K0.2%+44.1%0.048%
2/3/2026 Denali Advisors LLC237,614$8.09M0.9%-0.8%0.518%
2/2/2026 Strs Ohio18,700$637K0.0%-9.7%0.041%
1/29/2026 UBS Group AG75,592$2.58M0.0%+84.4%0.165%
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1/29/2026Vanguard Group Inc.1,414,584$48.18M0.0%+2.6%3.083%
1/23/2026 Twelve Points Wealth Management LLC24,035$862K0.2%-31.5%0.052%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.1,000$34K0.0%N/A0.002%
1/20/2026 Harbor Capital Advisors Inc.7,846$267K0.0%+12.4%0.017%
1/9/2026 SG Americas Securities LLC8,331$284K0.0%-20.4%0.018%
1/1/2026 JPMorgan Chase & Co.179,098$5.70M0.0%-29.1%0.390%
11/17/2025 Peloton Wealth Strategists6,295$200K0.1%-6.5%0.014%
11/17/2025 Jacobs Levy Equity Management Inc.134,928$4.29M0.0%-16.7%0.294%
11/17/2025 Caxton Associates LLP8,050$256K0.0%N/A0.018%
11/17/2025 Dark Forest Capital Management LP49,723$1.58M0.0%+39.4%0.108%


MBIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 institutional investors and hedge funds held shares of Merchants Bancorp. The most heavily invested institutionals were Elser Financial Planning Inc ($934.50M), PL Capital Advisors LLC ($250.44M), BlackRock Inc. ($205.26M), Dimensional Fund Advisors LP ($75.48M), California State Teachers Retirement System ($59.98M), Vanguard Group Inc. ($48.18M), and Royce & Associates LP ($27.53M).Learn more on Merchants Bancorp's institutional investors.

24.57% of Merchants Bancorp's stock is owned by institutional investors. Learn more on MBIN's institutional investor holdings.

Of the 150 institutional investors that purchased Merchants Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($54.36M), PL Capital Advisors LLC ($6.68M), BlackRock Inc. ($4.11M), California State Teachers Retirement System ($1.18M), Royce & Associates LP ($564.58K), FJ Capital Management LLC ($374.77K), and Dimensional Fund Advisors LP ($351.52K).

Institutional investors have bought a total of 8,534,126 shares in the last 24 months. This purchase volume represents approximately $390.33M in transactions.

Of the 43 institutional investors that sold Merchants Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($237.06K), JPMorgan Chase & Co. ($224.37K), Banc Funds Co. LLC ($141.33K), Bank of America Corp DE ($67.11K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($56.41K), Royce & Associates LP ($53.81K), and Ameriprise Financial Inc. ($40.17K).

Institutional investors have sold a total of 1,203,140 shares in the last 24 months. This volume of shares sold represents approximately $40.88M in transactions.



Institutional ownership data for NASDAQ:MBIN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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