Also trades as: MBINO (NASDAQ) · $vol 0M · MBINL (NASDAQ) · $vol 0M · MBINM (NASDAQ) · $vol 0M · MBINN (NASDAQ) · $vol 0M · MBINP (NASDAQ) · $vol 0M
MBIN Institutional Ownership
Merchants Bancorp
1W: -4.1%
1M: -4.8%
3M: +4.3%
YTD: +50.5%
1Y: +56.7%
3Y: +85.9%
5Y: +111.3%
$49.95
+0.43 (+0.87%)
Weekly Expected Move ±2.7%
$47
$49
$50
$51
$53
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Institutional Ownership — MBIN
206
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
30
New Positions
56
Increased
76
Reduced
15
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (224 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | 26,808,625 | $1.3B | -174,476 | -0.6% | 2Q | SEC ↗ |
| 2 | BlackRock, Inc. | 4,105,193 | $205M | +54,275 | +1.3% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,827,144 | $91M | +68,159 | +3.9% | 30Q | SEC ↗ |
| 4 | STATE STREET CORP | 1,066,972 | $53M | +32,340 | +3.1% | 35Q | SEC ↗ |
| 5 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,044,992 | $52M | -48,012 | -4.4% | 3Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,015,813 | $51M | +15,037 | +1.5% | 2Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 837,052 | $42M | +94,417 | +12.7% | 15Q | SEC ↗ |
| 8 | Doma Perpetual Capital Management LLC | 810,082 | $40M | -305,512 | -27.4% | 4Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 740,326 | $37M | +14,891 | +2.1% | 35Q | SEC ↗ |
| 10 | ROYCE & ASSOCIATES LP | 527,047 | $26M | -40,220 | -7.1% | 9Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 488,221 | $24M | +23,558 | +5.1% | 2Q | SEC ↗ |
| 12 | MORGAN STANLEY | 308,775 | $15M | +10,715 | +3.6% | 35Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 301,802 | $15M | +14,709 | +5.1% | 35Q | SEC ↗ |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 298,438 | $15M | -3,970 | -1.3% | 16Q | SEC ↗ |
| 15 | BANC FUNDS CO LLC | 285,062 | $14M | +4,000 | +1.4% | 35Q | SEC ↗ |
| 16 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 273,747 | $14M | — | +0.0% | 29Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 252,548 | $13M | +4,466 | +1.8% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 252,548 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Invesco Ltd. | 240,395 | $12M | +85,328 | +55.0% | 26Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 234,378 | $12M | -1,768 | -0.7% | 35Q | SEC ↗ |
| 21 | Valeo Financial Advisors, LLC | 226,998 | $11M | -8,102 | -3.4% | 35Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 220,641 | $11M | +7,789 | +3.7% | 35Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 190,624 | $10M | +8,748 | +4.8% | 2Q | SEC ↗ |
| 24 | DENALI ADVISORS LLC | 174,576 | $9M | -20,134 | -10.3% | 31Q | SEC ↗ |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 142,476 | $7M | -140 | -0.1% | 2Q | SEC ↗ |
| 26 | Ballast Asset Management, LP | 135,270 | $7M | -1,316 | -1.0% | 5Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 121,142 | $6M | +14,785 | +13.9% | 15Q | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 112,021 | $6M | +26,179 | +30.5% | 33Q | SEC ↗ |
| 29 | DEUTSCHE BANK AG | 105,673 | $5M | +2,715 | +2.6% | 35Q | SEC ↗ |
| 30 | FIRST TRUST ADVISORS LP | 100,916 | $5M | -15,439 | -13.3% | 27Q | SEC ↗ |
| 31 | Public Sector Pension Investment Board | 100,763 | $5M | -4,294 | -4.1% | 2Q | SEC ↗ |
| 32 | FRANKLIN RESOURCES INC | 98,874 | $5M | -8,697 | -8.1% | 12Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 71,239 | $4M | -55,322 | -43.7% | 15Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 70,459 | $4M | -2,293 | -3.2% | 16Q | SEC ↗ |
| 35 | RHUMBLINE ADVISERS | 66,756 | $3M | -10,678 | -13.8% | 33Q | SEC ↗ |
| 36 | XTX Topco Ltd | 64,985 | $3M | +45,338 | +230.8% | 7Q | SEC ↗ |
| 37 | Legal & General Group Plc | 64,385 | $3M | +5,938 | +10.2% | 27Q | SEC ↗ |
| 38 | UBS Group AG | 61,772 | $3M | -18,503 | -23.0% | 19Q | SEC ↗ |
| 39 | SAPIENT CAPITAL LLC | 60,521 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 40 | NEW YORK STATE COMMON RETIREMENT FUND | 58,134 | $3M | -2,600 | -4.3% | 35Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 54,722 | $3M | -54,253 | -49.8% | 12Q | SEC ↗ |
| 42 | STATE BOARD OF ADMINISTRATION OF FLORI | 54,235 | $3M | -3,005 | -5.2% | 2Q | SEC ↗ |
| 43 | Nuveen, LLC | 50,975 | $3M | +3,097 | +6.5% | 6Q | SEC ↗ |
| 44 | Quantinno Capital Management LP | 50,163 | $3M | +15,237 | +43.6% | 5Q | SEC ↗ |
| 45 | CITIGROUP INC | 42,361 | $2M | +29,120 | +219.9% | 35Q | SEC ↗ |
| 46 | Swiss National Bank | 41,500 | $2M | +800 | +2.0% | 33Q | SEC ↗ |
| 47 | AQR CAPITAL MANAGEMENT LLC | 40,280 | $2M | +1,968 | +5.1% | 22Q | SEC ↗ |
| 48 | RAYMOND JAMES FINANCIAL INC | 38,503 | $2M | -4,900 | -11.3% | 7Q | SEC ↗ |
| 49 | TWO SIGMA INVESTMENTS, LP | 34,621 | $2M | -7,000 | -16.8% | 5Q | SEC ↗ |
| 50 | LPL Financial LLC | 33,978 | $2M | -903 | -2.6% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 252,548 | $13M |
| ExodusPoint Capital Management, LP | 25,670 | $1M |
| MILLENNIUM MANAGEMENT LLC | 25,501 | $1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 19,018 | $950K |
| LJI Wealth Management, LLC | 15,000 | $749K |
| ZEGA Investments, LLC | 7,200 | $360K |
| Jupiter Topco LLC | 7,076 | $353K |
| Jump Financial, LLC | 5,500 | $275K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,956 | $248K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,701 | $235K |
| FAIRFIELD, BUSH & CO. | 4,650 | $232K |
| Swiss Life Asset Management Ltd | 4,531 | $226K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,513 | $225K |
| BANK OF MONTREAL /CAN | 4,495 | $225K |
| Creative Planning | 4,465 | $223K |
| Maryland State Retirement & Pension | 4,335 | $217K |
| Graham Capital Management, L.P. | 4,110 | $205K |
| NBH Bank | 2,257 | $113K |
| USA FINANCIAL FORMULAS | 1,878 | $94K |
| Integrated Wealth Concepts LLC | 442 | $22K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MARSHALL WACE, LLP | 140,168 | $7M |
| Qube Research & Technologies Ltd | 139,256 | $7M |
| MACKENZIE FINANCIAL CORP | 87,093 | $4M |
| Black Maple Capital Management LP | 82,092 | $4M |
| Y-Intercept (Hong Kong) Ltd | 66,816 | $3M |
| HRT FINANCIAL LP | 59,224 | $3M |
| DARK FOREST CAPITAL MANAGEMENT LP | 57,154 | $3M |
| Man Group plc | 55,832 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 49,089 | $2M |
| Wakefield Asset Management LLLP | 29,530 | $1M |
| Trexquant Investment LP | 29,191 | $1M |
| Verition Fund Management LLC | 16,600 | $829K |
| Balyasny Asset Management L.P. | 14,976 | $748K |
| Squarepoint Ops LLC | 11,927 | $596K |
| HSBC HOLDINGS PLC | 10,397 | $519K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,168 | $508K |
| MIRABELLA FINANCIAL SERVICES LLP | 9,706 | $485K |
| HFG Advisors, Inc. | 9,267 | $463K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 8,388 | $419K |
| Inspire Advisors, LLC | 7,692 | $384K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +94,417 | +12.7% | 837,052 |
| Invesco Ltd. | +85,328 | +55.0% | 240,395 |
| DIMENSIONAL FUND ADVISORS LP | +68,159 | +3.9% | 1,827,144 |
| BlackRock, Inc. | +54,275 | +1.3% | 4,105,193 |
| XTX Topco Ltd | +45,338 | +230.8% | 64,985 |
| STATE STREET CORP | +32,340 | +3.1% | 1,066,972 |
| CITIGROUP INC | +29,120 | +219.9% | 42,361 |
| Russell Investments Group, Ltd. | +26,179 | +30.5% | 112,021 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +23,558 | +5.1% | 488,221 |
| Quantinno Capital Management LP | +15,237 | +43.6% | 50,163 |
| VANGUARD CAPITAL MANAGEMENT LLC | +15,037 | +1.5% | 1,015,813 |
| GEODE CAPITAL MANAGEMENT, LLC | +14,891 | +2.1% | 740,326 |
| BANK OF AMERICA CORP /DE | +14,785 | +13.9% | 121,142 |
| NORTHERN TRUST CORP | +14,709 | +5.1% | 301,802 |
| WELLS FARGO & COMPANY/MN | +12,082 | +122.3% | 21,957 |
| MORGAN STANLEY | +10,715 | +3.6% | 308,775 |
| VANGUARD FIDUCIARY TRUST CO | +8,748 | +4.8% | 190,624 |
| ROYAL BANK OF CANADA | +7,789 | +3.7% | 220,641 |
| FEDERATED HERMES, INC. | +7,146 | +40.0% | 24,990 |
| PRICE T ROWE ASSOCIATES INC /MD | +6,020 | +21.7% | 33,798 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Doma Perpetual Capital Management L | -305,512 | -27.4% | 810,082 |
| Elser Financial Planning, Inc | -174,476 | -0.6% | 26,808,625 |
| GOLDMAN SACHS GROUP INC | -55,322 | -43.7% | 71,239 |
| SEI INVESTMENTS CO | -54,253 | -49.8% | 54,722 |
| NOMURA ASSET MANAGEMENT INTERNATION | -48,012 | -4.4% | 1,044,992 |
| ROYCE & ASSOCIATES LP | -40,220 | -7.1% | 527,047 |
| DENALI ADVISORS LLC | -20,134 | -10.3% | 174,576 |
| UBS Group AG | -18,503 | -23.0% | 61,772 |
| FIRST TRUST ADVISORS LP | -15,439 | -13.3% | 100,916 |
| D. E. Shaw & Co., Inc. | -11,916 | -42.1% | 16,359 |
| JPMORGAN CHASE & CO | -11,362 | -39.0% | 17,799 |
| RHUMBLINE ADVISERS | -10,678 | -13.8% | 66,756 |
| FRANKLIN RESOURCES INC | -8,697 | -8.1% | 98,874 |
| Valeo Financial Advisors, LLC | -8,102 | -3.4% | 226,998 |
| Impact Partnership Wealth, LLC | -7,200 | -49.6% | 7,319 |
| TWO SIGMA INVESTMENTS, LP | -7,000 | -16.8% | 34,621 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -6,009 | -40.8% | 8,720 |
| BCGM Wealth Management, LLC | -5,380 | -34.8% | 10,097 |
| State of Tennessee, Department of T | -5,300 | -47.1% | 5,963 |
| RAYMOND JAMES FINANCIAL INC | -4,900 | -11.3% | 38,503 |