Free Trial

Mercantile Bank (MBWM) Institutional Ownership

Mercantile Bank logo
$57.78 -0.42 (-0.72%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$57.82 +0.04 (+0.07%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Mercantile Bank (NASDAQ:MBWM)

Current
Institutional Ownership
Percentage
58.63%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$200.38M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$37.55M
Get MBWM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Mercantile Bank stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MBWM Institutional Buying and Selling by Quarter

Mercantile Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC7,719$443K0.0%N/A0.045%
9/9/2026Integrated Wealth Concepts LLC944$54K0.0%N/A0.005%
9/8/2026Arizona State Retirement System4,528$260K0.0%+6.8%0.026%
8/26/2026HighTower Advisors LLC6,426$369K0.0%-6.1%0.037%
8/22/2026Old Mission Investment Co LLC3,984$229K0.0%N/A0.023%
8/20/2026Susquehanna Fundamental Investments LLC10,098$580K0.0%N/A0.058%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC24,134$1.39M0.0%-0.7%0.140%
8/19/2026Wellington Management Group LLP1,087,998$62.47M0.0%-8.5%6.293%
8/18/2026North Star Asset Management Inc.377,427$21.67M0.9%N/A2.183%
8/18/2026Empowered Funds LLC30,969$1.78M0.0%N/A0.179%
8/18/2026Ruggaard & Associates LLC3,970$228K0.1%N/A0.023%
8/18/2026Public Employees Retirement System of Ohio3,104$178K0.0%N/A0.018%
8/17/2026Bank of America Corp DE24,033$1.38M0.0%N/A0.139%
8/15/2026Man Group plc19,924$1.14M0.0%N/A0.115%
8/15/2026Jupiter Topco LLC6,739$387K0.0%N/A0.039%
8/14/2026Canada Pension Plan Investment Board11,900$683K0.0%N/A0.069%
8/14/2026Legal & General Group Plc12,752$732K0.0%N/A0.074%
8/14/2026The Manufacturers Life Insurance Company4,496$258K0.0%N/A0.026%
8/14/2026Fiduciary Financial Advisors15,923$914K0.1%N/A0.092%
8/13/2026Connor Clark & Lunn Investment Management Ltd.48,392$2.78M0.0%N/A0.280%
8/12/2026Quantbot Technologies LP4,487$258K0.0%N/A0.026%
8/12/2026De Lisle Partners LLP75,649$4.35M0.5%N/A0.438%
8/12/2026Ieq Capital LLC17,704$1.02M0.0%N/A0.102%
8/12/2026Burnham & Co LLC500$29K0.0%N/A0.003%
8/8/2026First National Bank of Omaha7,273$418K0.0%N/A0.042%
8/7/2026BlackRock Inc.1,534,392$88.11M0.0%N/A8.874%
8/7/2026Deutsche Bank AG17,934$1.03M0.0%N/A0.104%
8/6/2026Bank of New York Mellon Corp98,102$5.63M0.0%N/A0.568%
8/6/2026Focus Partners Advisor Solutions LLC22,731$1.31M0.0%N/A0.131%
7/10/2026Wedge Capital Management L L P NC16,159$928K0.0%-1.6%0.094%
7/6/2026jvl associates llc67,194$3.86M1.1%+2.6%0.389%
5/19/2026Bank of America Corp DE36,777$1.86M0.0%+31.0%0.213%
5/18/2026Royal Bank of Canada11,564$584K0.0%-60.3%0.067%
5/18/2026Empowered Funds LLC78,969$3.99M0.0%+6.9%0.457%
5/16/2026The Manufacturers Life Insurance Company4,669$236K0.0%-5.5%0.027%
5/16/2026Quantinno Capital Management LP26,732$1.35M0.0%+39.3%0.155%
5/16/2026Lazard Asset Management LLC17,569$887K0.0%+6.2%0.102%
5/14/2026Renaissance Technologies LLC472,213$23.85M0.0%-4.8%2.734%
5/14/2026Modern Wealth Management LLC8,606$439K0.0%N/A0.050%
5/14/2026Arrowstreet Capital Limited Partnership64,904$3.28M0.0%-9.3%0.376%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

Click here to see the document and learn protective steps
5/14/2026Sei Investments Co.14,507$733K0.0%+76.8%0.084%
5/13/2026First Trust Advisors LP6,206$313K0.0%-4.4%0.036%
5/8/2026PNC Financial Services Group Inc.1,682$85K0.0%+29.9%0.010%
5/7/2026Dimensional Fund Advisors LP1,032,888$52.16M0.0%+0.1%5.981%
5/6/2026Allspring Global Investments Holdings LLC8,361$422K0.0%+11.5%0.048%
5/1/2026Fifth Third Bancorp8,571$433K0.0%+1,035.2%0.050%
4/28/2026DGS Capital Management LLC4,676$236K0.0%+6.8%0.027%
4/27/2026Y Intercept Hong Kong Ltd14,032$709K0.0%-2.6%0.081%
4/23/2026Inspire Investing LLC10,160$513K0.0%+4.6%0.059%
4/22/2026Sterling Capital Management LLC5,631$284K0.0%-36.8%0.033%
4/17/2026Discipline Wealth Solutions LLC19,826$1.00M0.1%N/A0.115%
4/17/2026jvl associates llc65,508$3.31M1.1%+8.9%0.379%
4/16/2026SG Americas Securities LLC2,986$151K0.0%-51.8%0.017%
3/20/2026Hsbc Holdings PLC17,959$861K0.0%+173.0%0.104%
3/9/2026EMC Capital Management2,813$135K0.1%-15.0%0.016%
2/24/2026DGS Capital Management LLC4,377$211K0.0%N/A0.025%
2/19/2026Invesco Ltd.23,411$1.13M0.0%-16.6%0.136%
2/18/2026Mercer Global Advisors Inc. ADV109,572$5.27M0.0%-0.9%0.638%
2/18/2026EP Wealth Advisors LLC5,554$267K0.0%N/A0.032%
2/18/2026Mackenzie Financial Corp6,410$307K0.0%N/A0.037%
2/18/2026Empowered Funds LLC73,878$3.55M0.0%+12.2%0.430%
2/18/2026Zacks Investment Management6,939$334K0.0%-6.9%0.040%
2/18/2026Wellington Management Group LLP294,813$14.18M0.0%N/A1.716%
2/18/2026Susquehanna Portfolio Strategies LLC8,811$424K0.0%-3.3%0.051%
2/18/2026Tudor Investment Corp ET AL23,319$1.12M0.0%-49.8%0.136%
2/18/2026Millennium Management LLC23,711$1.14M0.0%-71.3%0.138%
2/18/2026Man Group plc13,544$651K0.0%-11.1%0.079%
2/18/2026Inspire Investing LLC9,715$467K0.0%-3.5%0.057%
2/18/2026Elizabeth Park Capital Advisors Ltd.50,971$2.45M2.0%N/A0.297%
2/18/2026Engineers Gate Manager LP4,264$205K0.0%-62.1%0.025%
2/18/2026Bridgeway Capital Management LLC120,133$5.78M0.1%+6.2%0.699%
2/17/2026AQR Capital Management LLC159,564$7.68M0.0%-12.1%0.929%
2/17/2026Lazard Asset Management LLC16,542$796K0.0%+2.8%0.096%
2/17/2026Price T Rowe Associates Inc. MD9,036$435K0.0%+7.9%0.053%
2/17/2026Regal Investment Advisors LLC10,560$508K0.0%-21.8%0.061%
2/17/2026Osaic Holdings Inc.24,825$1.19M0.0%-12.0%0.144%
2/17/2026California State Teachers Retirement System15,439$743K0.0%+8.7%0.090%
2/17/2026Russell Investments Group Ltd.8,149$392K0.0%+3.8%0.047%
2/17/2026State of Wisconsin Investment Board8,620$415K0.0%+31.1%0.050%
2/17/2026Royal Bank of Canada29,140$1.40M0.0%-1.5%0.170%
2/16/2026Panagora Asset Management Inc.16,034$771K0.0%+38.0%0.093%
2/16/2026MML Investors Services LLC4,658$224K0.0%+4.2%0.027%
2/16/2026Mariner LLC6,577$316K0.0%+9.6%0.038%
2/16/2026Barclays PLC42,713$2.05M0.0%+44.2%0.249%
2/13/2026Kestra Advisory Services LLC543$26K0.0%N/A0.003%
2/13/2026Marshall Wace LLP28,415$1.37M0.0%+87.2%0.165%
2/13/2026The Manufacturers Life Insurance Company 4,943$238K0.0%-11.0%0.029%
2/13/2026Rafferty Asset Management LLC8,637$415K0.0%-35.6%0.050%
2/13/2026First Trust Advisors LP6,493$312K0.0%-28.1%0.038%
2/13/2026State Street Corp447,016$21.50M0.0%-5.0%2.602%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/13/2026Ieq Capital LLC19,136$920K0.0%-25.8%0.111%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC23,548$1.13M0.0%+0.9%0.137%
2/13/2026De Lisle Partners LLP75,649$3.64M0.5%+1.8%0.440%
2/13/2026Wells Fargo & Company MN44,288$2.13M0.0%+9.0%0.258%
2/13/2026Quadrant Capital Group LLC891$43K0.0%+63.8%0.005%
2/12/2026State Board of Administration of Florida Retirement System4,400$212K0.0%N/A0.026%
2/12/2026Banc Funds Co. LLC130,841$6.29M1.2%-18.4%0.762%
2/12/2026Renaissance Technologies LLC496,213$23.87M0.0%+1.2%2.888%
2/12/2026Dimensional Fund Advisors LP1,031,485$49.61M0.0%-1.6%6.004%
2/12/2026Federated Hermes Inc.10,622$511K0.0%+39.9%0.062%


MBWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 institutional investors and hedge funds held shares of Mercantile Bank. The most heavily invested institutionals were BlackRock Inc. ($88.11M), Wellington Management Group LLP ($62.47M), Dimensional Fund Advisors LP ($52.16M), Vanguard Group Inc. ($51.29M), Renaissance Technologies LLC ($23.85M), American Century Companies Inc. ($22.25M), and North Star Asset Management Inc. ($21.67M).Learn more on Mercantile Bank's institutional investors.

58.63% of Mercantile Bank's stock is owned by institutional investors. Learn more on MBWM's institutional investor holdings.

Of the 164 institutional investors that purchased Mercantile Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.53M), North Star Asset Management Inc. ($396.63K), Wellington Management Group LLP ($294.81K), Tributary Capital Management LLC ($279.25K), JPMorgan Chase & Co. ($244.90K), Vanguard Group Inc. ($176.95K), and American Century Companies Inc. ($134.02K).

Institutional investors have bought a total of 3,749,197 shares in the last 24 months. This purchase volume represents approximately $200.38M in transactions.

Of the 71 institutional investors that sold Mercantile Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($124.30K), Wellington Management Group LLP ($101.03K), Banc Funds Co. LLC ($64.31K), SG Americas Securities LLC ($37.06K), Tudor Investment Corp ET AL ($34.21K), Dimensional Fund Advisors LP ($31.28K), and Nuveen LLC ($26.77K).

Institutional investors have sold a total of 777,457 shares in the last 24 months. This volume of shares sold represents approximately $37.55M in transactions.



Institutional ownership data for NASDAQ:MBWM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners