★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

MBIN

Merchants Bancorp · Financial Services · Banks - Regional

48.77 -0.4% mkt cap $2.24B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
71Tracked holders
0Δ holders
12.20MShares held
$415.73MReported value
+0New positions
−0Exits
Stable Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 4.90K $243,970 n/a n/a
Q2 2026 71 +4 14.40M $719.86M +7 −3
Q1 2026 70 -1 14.25M $611.41M +9 −10
Q4 2025 71 0 12.20M $415.73M n/a n/a
Q3 2025 16 0 6.20M $197.29M n/a n/a
Q2 2025 13 +1 5.19M $171.53M +1 n/a
Q1 2025 9 -2 1.62M $59.95M n/a −2
Q4 2024 11 +2 1.89M $68.86M +2 n/a
Q3 2024 8 -3 1.19M $53.60M +1 −4
Q2 2024 11 n/a 1.62M $65.73M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.88M +1.5% $64.08M 0.0% ▲ Add 3 SEC ↗ ×11
2 Dimensional Fund Advisors Lp 1.66M n/a $56.43M 0.0% n/c 1 SEC ↗ ×5
3 The Vanguard Group ✦ (passive) 1.41M +2.6% $48.18M 0.0% ▲ Add 3 SEC ↗ ×5
4 Nomura Asset Management… 1.11M n/a $37.82M 0.1% n/c 1 SEC ↗
5 Geode Capital Management ✦ (passive) 715.39K +2.7% $24.37M 0.0% ▲ Add 7 SEC ↗ ×2
6 American Century Companies Inc 675.52K n/a $23.01M 0.0% n/c 1 SEC ↗
7 State Street Global Advisors ✦ (passive) 574.09K +4.7% $19.61M 0.0% ▲ Add 5 SEC ↗
8 Hotchkis & Wiley Capital Management… 391.07K n/a $13.32M 0.0% n/c 1 SEC ↗
9 Northern Trust Corp 256.20K n/a $8.73M 0.0% n/c 1 SEC ↗ ×5
10 Morgan Stanley ✦ 254.78K +8.7% $8.68M 0.0% ▲ Add 2 SEC ↗ ×8
11 Charles Schwab Investment… 234.64K n/a $7.99M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 205.95K n/a $7.01M 0.0% n/c 1 SEC ↗ ×3
13 D. E. Shaw & Co. ✦ 180.31K +23.4% $6.14M 0.0% ▲ Add 7 SEC ↗
14 Bank of New York Mellon Corp 164.37K n/a $5.60M 0.0% n/c 1 SEC ↗ ×3
15 Goldman Sachs Group ✦ 162.28K +97.5% $5.53M 0.0% ▲ Add 2 SEC ↗ ×2
16 First Trust Advisors Lp 141.15K n/a $4.81M 0.0% n/c 1 SEC ↗
17 Marshall Wace ✦ 140.17K +10.4% $4.77M 0.0% ▲ Add 7 SEC ↗ ×3
18 Qube Research & Technologies Ltd 139.26K n/a $4.74M 0.0% n/c 1 SEC ↗
19 Millennium Management ✦ 128.01K -64.9% $4.36M 0.0% ▼ Trim 7 SEC ↗
20 Russell Investments Group, Ltd. 122.69K n/a $4.18M 0.0% n/c 1 SEC ↗ ×4
21 JPMorgan Chase ✦ 101.71K -71.6% $3.46M 0.0% ▼ Trim 2 SEC ↗ ×4
22 Raymond James Financial Inc 83.63K n/a $2.85M 0.0% n/c 1 SEC ↗ ×2
23 Two Sigma Investments ✦ 80.28K -54.3% $2.73M 0.0% ▼ Trim 3 SEC ↗
24 UBS Group AG 75.59K n/a $2.57M 0.0% n/c 1 SEC ↗ ×3
25 New York State Common Retirement… 71.03K n/a $2.42M 0.0% n/c 1 SEC ↗
26 Deutsche Bank Ag\ 68.73K n/a $2.34M 0.0% n/c 1 SEC ↗ ×2
27 Bank Of America Corp /De/ 63.77K n/a $2.17M 0.0% n/c 1 SEC ↗ ×4
28 Hrt Financial Lp 59.22K n/a $2.02M 0.0% n/c 1 SEC ↗
29 UBS AM, a distinct business unit of… 58.97K n/a $2.01M 0.0% n/c 1 SEC ↗ ×5
30 Mackenzie Financial Corp 57.32K n/a $1.93M 0.0% n/c 1 SEC ↗
31 Sei Investments Co 55.92K n/a $1.90M 0.0% n/c 1 SEC ↗
32 Man Group plc 55.83K n/a $1.90M 0.0% n/c 1 SEC ↗
33 Fidelity (FMR) ✦ 50.05K +30.6% $1.70M 0.0% ▲ Add 3 SEC ↗ ×2
34 Nuveen, LLC 46.72K n/a $1.59M 0.0% n/c 1 SEC ↗ ×2
35 Invesco Ltd. 45.82K n/a $1.56M 0.0% n/c 1 SEC ↗ ×4
36 Renaissance Technologies ✦ 45.30K -22.4% $1.54M 0.0% ▼ Trim 6 SEC ↗
37 Ameriprise Financial Inc 44.05K n/a $1.50M 0.0% n/c 1 SEC ↗ ×2
38 AQR Capital Management ✦ 41.87K +22.7% $1.43M 0.0% ▲ Add 7 SEC ↗ ×5
39 Swiss National Bank 40.70K n/a $1.39M 0.0% n/c 1 SEC ↗
40 Barclays Plc 40.40K n/a $1.38M 0.0% n/c 1 SEC ↗ ×2
41 LPL Financial LLC 36.79K n/a $1.25M 0.0% n/c 1 SEC ↗
42 Quantinno Capital Management LP 34.12K n/a $1.16M 0.0% n/c 1 SEC ↗
43 Rhumbline Advisers 33.32K n/a $1.13M 0.0% n/c 1 SEC ↗
44 Wells Fargo & Company/Mn 32.06K n/a $1.09M 0.0% n/c 1 SEC ↗ ×3
45 Alliancebernstein L.P. 27.53K n/a $937,672 0.0% n/c 1 SEC ↗
46 Bnp Paribas Financial Markets 27.39K n/a $933,074 0.0% n/c 1 SEC ↗
47 Citadel Advisors ✦ 25.23K -69.9% $859,164 0.0% ▼ Trim 7 SEC ↗
48 T. Rowe Price ✦ 24.01K +9.1% $818,000 0.0% ▲ Add 7 SEC ↗
49 Legal & General Group Plc 21.67K n/a $738,115 0.0% n/c 1 SEC ↗ ×3
50 Hsbc Holdings Plc 20.79K n/a $709,492 0.0% n/c 1 SEC ↗ ×4
51 California State Teachers… 19.34K n/a $658,789 0.0% n/c 1 SEC ↗
52 Franklin Resources Inc 17.34K n/a $590,600 0.0% n/c 1 SEC ↗
53 Stifel Financial Corp 16.22K n/a $552,489 0.0% n/c 1 SEC ↗
54 Balyasny Asset Management L.P. 14.98K n/a $510,083 0.0% n/c 1 SEC ↗ ×2
55 Manufacturers Life Insurance… 14.81K n/a $504,429 0.0% n/c 1 SEC ↗
56 Susquehanna International Group, Llp 14.23K n/a $484,742 0.0% n/c 1 SEC ↗
57 Federated Hermes, Inc. 13.72K n/a $467,303 0.0% n/c 1 SEC ↗
58 MIRAE ASSET GLOBAL ETFS HOLDINGS… 12.02K n/a $409,537 0.0% n/c 1 SEC ↗
59 Commonwealth Equity Services, Llc 11.94K n/a $406,740 0.0% n/c 1 SEC ↗
60 Squarepoint Ops LLC 11.93K n/a $406,234 0.0% n/c 1 SEC ↗
61 Pnc Financial Services Group, Inc. 9.87K n/a $336,036 0.0% n/c 1 SEC ↗
62 Cetera Investment Advisers 7.60K n/a $258,754 0.0% n/c 1 SEC ↗
63 Janus Henderson Group Plc 7.08K n/a $241,221 0.0% n/c 1 SEC ↗
64 Zurcher Kantonalbank (Zurich… 4.75K n/a $161,955 0.0% n/c 1 SEC ↗
65 Osaic Holdings, Inc. 4.15K n/a $141,197 0.0% n/c 1 SEC ↗
66 Citigroup Inc 2.78K n/a $94,686 0.0% n/c 1 SEC ↗ ×3
67 Cwm, Llc 1.80K n/a $61,000 0.0% n/c 1 SEC ↗
68 Rockefeller Capital Management L.P. 651 n/a $22,173 0.0% n/c 1 SEC ↗ ×2
69 Simplex Trading, Llc 342 n/a $11,648 0.0% n/c 1 SEC ↗
70 Optiver Holding B.V. 198 n/a $6,744 0.0% n/c 1 SEC ↗
71 Us Bancorp \De\ 67 n/a $2,282 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 175 holders, 45.46M shares, $1.97B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API