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Security record · archived quarter

MBWM

Mercantile Bank Corporation · Financial Services · Banks - Regional

60.41 +0.1% mkt cap $1.04B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
89Tracked holders
0Δ holders
8.61MShares held
$414.24MReported value
+2New positions
−2Exits
Stable Conviction score 50/100 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 +1.0% · 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
Q2 2026 82 -2 9.32M $534.75M +7 −9
Q1 2026 87 -2 9.11M $460.09M +5 −7
Q4 2025 89 0 8.61M $414.24M +2 −2
Q3 2025 17 -1 5.01M $225.34M −1
Q2 2025 15 0 4.27M $198.23M
Q1 2025 12 +2 1.66M $72.16M +2
Q4 2024 10 0 1.70M $75.42M +1 −1
Q3 2024 9 +1 1.20M $52.55M +1
Q2 2024 8 1.22M $49.49M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 1.44M +0.5% $69.21M 0.0% ▲ Add 3 SEC ↗
13 The Vanguard Group (passive) 1.07M +2.6% $51.29M 0.0% ▲ Add 3 SEC ↗
14 The Vanguard Group (passive) 1.07M +2.6% $51.29M 0.0% ▲ Add 3 SEC ↗
15 The Vanguard Group (passive) 1.07M +2.6% $51.29M 0.0% ▲ Add 3 SEC ↗
16 The Vanguard Group (passive) 1.07M +2.6% $51.29M 0.0% ▲ Add 3 SEC ↗
17 The Vanguard Group (passive) 1.07M +2.6% $51.29M 0.0% ▲ Add 3 SEC ↗
18 Dimensional Fund Advisors Lp 1.03M $49.61M 0.0% n/c 1 SEC ↗
19 Dimensional Fund Advisors Lp 1.03M $49.61M 0.0% n/c 1 SEC ↗
20 Dimensional Fund Advisors Lp 1.03M $49.61M 0.0% n/c 1 SEC ↗
21 Dimensional Fund Advisors Lp 1.03M $49.61M 0.0% n/c 1 SEC ↗
22 American Century Companies Inc 517.90K $24.91M 0.0% n/c 1 SEC ↗
23 Renaissance Technologies 496.21K +1.2% $23.87M 0.0% ▲ Add 7 SEC ↗
24 State Street Global Advisors (passive) 447.02K -5.0% $21.50M 0.0% ▼ Trim 5 SEC ↗
25 Geode Capital Management (passive) 402.62K -2.3% $19.37M 0.0% ▼ Trim 7 SEC ↗
26 Geode Capital Management (passive) 402.62K -2.3% $19.37M 0.0% ▼ Trim 7 SEC ↗
27 Wellington Management 294.81K New $14.18M 0.0% New 1 SEC ↗
28 Wellington Management 294.81K New $14.18M 0.0% New 1 SEC ↗
29 Wellington Management 294.81K New $14.18M 0.0% New 1 SEC ↗
30 Wellington Management 294.81K New $14.18M 0.0% New 1 SEC ↗
31 Hotchkis & Wiley Capital Management… 202.62K $9.75M 0.0% n/c 1 SEC ↗
32 JPMorgan Chase 195.04K -54.6% $9.38M 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 195.04K -54.6% $9.38M 0.0% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 195.04K -54.6% $9.38M 0.0% ▼ Trim 2 SEC ↗
35 JPMorgan Chase 195.04K -54.6% $9.38M 0.0% ▼ Trim 2 SEC ↗
36 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
37 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
38 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
39 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
40 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
41 Northern Trust Corp 167.00K $8.03M 0.0% n/c 1 SEC ↗
42 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
43 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
44 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
45 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
46 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
47 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
48 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
49 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
50 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
51 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
52 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
53 Morgan Stanley 159.61K -5.0% $7.68M 0.0% ▼ Trim 2 SEC ↗
54 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
55 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
56 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
57 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
58 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
59 AQR Capital Management 159.56K -12.1% $7.68M 0.0% ▼ Trim 7 SEC ↗
60 Goldman Sachs Group 133.50K +23.9% $6.42M 0.0% ▲ Add 2 SEC ↗
61 Goldman Sachs Group 133.50K +23.9% $6.42M 0.0% ▲ Add 2 SEC ↗
62 Charles Schwab Investment… 133.29K $6.41M 0.0% n/c 1 SEC ↗
63 ProShare Advisors LLC 130.08K $6.26M 0.0% n/c 1 SEC ↗
64 Two Sigma Investments 120.18K +54.1% $5.78M 0.0% ▲ Add 7 SEC ↗
65 Mercer Global Advisors Inc /Adv 109.57K $5.27M 0.0% n/c 1 SEC ↗
66 Bank of New York Mellon Corp 92.84K $4.47M 0.0% n/c 1 SEC ↗
67 Bank of New York Mellon Corp 92.84K $4.47M 0.0% n/c 1 SEC ↗
68 Bank of New York Mellon Corp 92.84K $4.47M 0.0% n/c 1 SEC ↗
69 Bank of New York Mellon Corp 92.84K $4.47M 0.0% n/c 1 SEC ↗
70 Qube Research & Technologies Ltd 72.96K $3.51M 0.0% n/c 1 SEC ↗
71 Arrowstreet Capital 71.58K 0.0% $3.44M 0.0% Held 7 SEC ↗
72 Ameriprise Financial Inc 63.77K $3.07M 0.0% n/c 1 SEC ↗
73 Ameriprise Financial Inc 63.77K $3.07M 0.0% n/c 1 SEC ↗
74 Ameriprise Financial Inc 63.77K $3.07M 0.0% n/c 1 SEC ↗
75 Ameriprise Financial Inc 63.77K $3.07M 0.0% n/c 1 SEC ↗
76 Ameriprise Financial Inc 63.77K $3.07M 0.0% n/c 1 SEC ↗
77 Envestnet Asset Management Inc 63.00K $3.03M 0.0% n/c 1 SEC ↗
78 Connor, Clark & Lunn Investment… 52.76K $2.54M 0.0% n/c 1 SEC ↗
79 Raymond James Financial Inc 44.72K $2.15M 0.0% n/c 1 SEC ↗
80 Raymond James Financial Inc 44.72K $2.15M 0.0% n/c 1 SEC ↗
81 Raymond James Financial Inc 44.72K $2.15M 0.0% n/c 1 SEC ↗
82 Wells Fargo & Company/Mn 44.29K $2.13M 0.0% n/c 1 SEC ↗
83 Wells Fargo & Company/Mn 44.29K $2.13M 0.0% n/c 1 SEC ↗
84 Wells Fargo & Company/Mn 44.29K $2.13M 0.0% n/c 1 SEC ↗
85 Barclays Plc 42.71K $2.05M 0.0% n/c 1 SEC ↗
86 Barclays Plc 42.71K $2.05M 0.0% n/c 1 SEC ↗
87 Citadel Advisors 36.73K New $1.77M 0.0% New 1 SEC ↗
88 Hsbc Holdings Plc 35.92K $1.72M 0.0% n/c 1 SEC ↗
89 Hsbc Holdings Plc 35.92K $1.72M 0.0% n/c 1 SEC ↗
90 Creative Planning 34.44K $1.66M 0.0% n/c 1 SEC ↗
91 Nuveen, LLC 30.70K $1.48M 0.0% n/c 1 SEC ↗
92 Nuveen, LLC 30.70K $1.48M 0.0% n/c 1 SEC ↗
93 Swiss National Bank 30.40K $1.46M 0.0% n/c 1 SEC ↗
94 Royal Bank Of Canada 29.14K $1.40M 0.0% n/c 1 SEC ↗
95 Royal Bank Of Canada 29.14K $1.40M 0.0% n/c 1 SEC ↗
96 Royal Bank Of Canada 29.14K $1.40M 0.0% n/c 1 SEC ↗
97 Royal Bank Of Canada 29.14K $1.40M 0.0% n/c 1 SEC ↗
98 Marshall Wace 28.41K +87.2% $1.37M 0.0% ▲ Add 4 SEC ↗
99 Marshall Wace 28.41K +87.2% $1.37M 0.0% ▲ Add 4 SEC ↗
100 UBS Group AG 28.10K $1.35M 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

Wellington Management $14.18M 0.0%
Wellington Management $14.18M 0.0%
Wellington Management $14.18M 0.0%
Wellington Management $14.18M 0.0%
Citadel Advisors $1.77M 0.0%

Exited

D. E. Shaw & Co. $283,275 was 0.0%
Point72 Asset Management $252,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 198 holders, 11.54M shares, $564.18M 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