Who Owns Merchants Bancorp Stock?
NASDAQ: MBINFinanceMajor BanksUSD
Market open · Delayed 15 min · as of Oct 9, 11:07 AM ET
Ownership breakdown
- Held by institutions
- 40.79%
- Held by insiders
- 45.95%
- Institutional holders
- 262
- Institutions 40.8%
- Insiders 46.0%
- Public and other 13.3%
Who owns Merchants Bancorp stock?
Institutional investors own about 40.8% of Merchants Bancorp's shares, spread across 262 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 45.95% of MBIN.
The largest institutional holders are Elser Financial Planning, Inc (58.36%), Blackrock Inc. (8.94%) and Dimensional Fund Advisors LP (3.98%). Together, the top 10 institutions control 84.4% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their MBIN positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MBIN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Elser Financial Planning, Inc | 26.81M | 58.36% | -0.7% |
| Blackrock Inc. | 4.11M | 8.94% | +1.3% |
| Dimensional Fund Advisors LP | 1.83M | 3.98% | +3.9% |
| State Street Corporation | 1.07M | 2.32% | +3.1% |
| Nomura Asset Management International Inc | 1.04M | 2.27% | -4.4% |
| Vanguard Capital Management LLC | 1.02M | 2.21% | +1.5% |
| American Century Companies Inc | 837.05K | 1.82% | +12.7% |
| Doma Perpetual Capital Management LLC | 810.08K | 1.76% | -27.4% |
| Geode Capital Management, LLC | 740.33K | 1.61% | +2.0% |
| Royce & Associates LP | 527.05K | 1.15% | -7.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MBIN
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 1.79M | 3.90% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 737.18K | 1.60% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | 672.73K | 1.46% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 657.69K | 1.43% |
| iShares Trust-iShares Russell 2000 ETF | 654.13K | 1.42% |
| Delaware VIP Trust-Nomura VIP Small Cap Value Series | 356.95K | 0.78% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 337.42K | 0.73% |
| ROYCE FUND-Royce Small-Cap Total Return Fund | 301.62K | 0.66% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 276.63K | 0.60% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 275.96K | 0.60% |
Frequently asked questions
Who is the largest shareholder of Merchants Bancorp?
Elser Financial Planning, Inc is the largest institutional shareholder of MBIN, owning 58.36% of shares outstanding (26.81M shares) as of its latest 13F filing.
What percentage of Merchants Bancorp is owned by institutions?
Institutions own about 40.8% of MBIN shares and 75.5% of the public float.
How much of Merchants Bancorp do insiders own?
Insiders, such as officers and directors, own about 45.95% of MBIN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.