DaveManuel.com · Institutional Ownership · Who Owns It
MERCANTILE BK CORP (MBWM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
206
Reporting holders
$689.6M
Reported value
69.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+6
Holder change
Institutions report 12,013,786 shares against 17,285,929 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $88.1M | 1,534,392 | 0.00% | 8q | +10.5%+$8.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $62.5M | 1,087,998 | 0.01% | 3q | -8.5%-$5.8M |
| DIMENSIONAL FUND ADVISORS LP | $60.1M | 1,046,841 | 0.01% | 31q | +1.4%+$801.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $42.2M | 735,613 | 0.00% | 2q | +4.4%+$1.8M |
| AMERICAN CENTURY COMPANIES INC | $35.9M | 625,015 | 0.02% | 25q | +11.3%+$3.6M |
| STATE STREET CORP | $34.4M | 598,641 | 0.00% | 31q | +19.1%+$5.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.8M | 466,410 | 0.00% | 31q | +7.2%+$1.8M |
| RENAISSANCE TECHNOLOGIES LLC | $25.6M | 446,613 | 0.04% | 31q | -5.4%-$1.5M |
| NORTH STAR ASSET MANAGEMENT INC | $21.7M | 377,427 | 0.85% | 31q | -1.5%-$330.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $16.7M | 290,093 | 0.00% | 2q | +5.4%+$848.2K |
| LSV ASSET MANAGEMENT | $16.1M | 280,786 | 0.03% | 31q | -0.8%-$137.8K |
| NORTHERN TRUST CORP | $13.8M | 240,668 | 0.00% | 31q | +3.5%+$463.3K |
| Tributary Capital Management, LLC | $12.5M | 218,146 | 1.03% | 31q | -2.9%-$372.4K |
| TWO SIGMA INVESTMENTS, LP | $12.3M | 213,740 | 0.01% | 21q | +17.7%+$1.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.1M | 192,503 | 0.03% | 23q | +0.7%+$77.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.3M | 144,188 | 0.00% | 31q | +2.7%+$214.9K |
| JPMORGAN CHASE & CO | $8.0M | 140,097 | 0.00% | 31q | -5.9%-$500.9K |
| AQR CAPITAL MANAGEMENT LLC | $7.9M | 137,726 | 0.00% | 22q | -6.1%-$516.0K |
| BANC FUNDS CO LLC | $7.5M | 131,160 | 1.24% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $7.3M | 127,923 | 0.01% | 14q | -1.0%-$76.6K |
| MORGAN STANLEY | $7.1M | 123,030 | 0.00% | 35q | -3.3%-$241.5K |
| VANGUARD FIDUCIARY TRUST CO | $6.5M | 112,722 | 0.00% | 2q | +2.2%+$141.4K |
| GOLDMAN SACHS GROUP INC | $5.8M | 101,031 | 0.00% | 31q | -10.4%-$671.2K |
| Bank of New York Mellon Corp | $5.6M | 98,102 | 0.00% | 31q | +5.9%+$312.5K |
| Rhino Investment Partners, Inc | $5.4M | 93,925 | 1.63% | new | NEW |
| CITADEL ADVISORS LLC | $5.3M | 93,094 | 0.00% | 3q | +221.8%+$3.7M |
| Siena Capital Partners GP, LLC | $4.8M | 83,966 | 1.17% | 4q | HELD |
| De Lisle Partners LLP | $4.3M | 75,649 | 0.47% | 10q | HELD |
| jvl associates llc | $3.9M | 67,194 | 1.09% | 35q | +2.6%+$96.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.7M | 64,904 | 0.00% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 62,019 | 0.00% | 31q | -5.9%-$223.0K |
| MALTESE CAPITAL MANAGEMENT LLC | $3.4M | 60,000 | 0.63% | new | NEW |
| FRANKLIN RESOURCES INC | $3.2M | 55,462 | 0.00% | 12q | +4.5%+$136.6K |
| AMERIPRISE FINANCIAL INC | $3.2M | 55,186 | 0.00% | 23q | HELD |
| Elizabeth Park Capital Advisors, Ltd. | $2.9M | 50,971 | 2.02% | 3q | HELD |
| HRT FINANCIAL LP | $2.8M | 48,934 | 0.01% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $2.8M | 48,392 | 0.01% | 11q | -0.9%-$26.3K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 47,323 | 0.00% | 7q | -1.7%-$48.1K |
| Rosenthal | Henry Capital Advisors, Inc. | $2.6M | 45,000 | 2.26% | 30q | HELD |
| WELLS FARGO & COMPANY/MN | $2.4M | 40,984 | 0.00% | 31q | +25.1%+$472.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 40,972 | 0.04% | 21q | -67.6%-$4.9M |
| Quantinno Capital Management LP | $2.4M | 40,940 | 0.00% | 6q | +53.1%+$815.8K |
| Nuveen, LLC | $2.3M | 39,563 | 0.00% | 6q | +28.2%+$500.0K |
| Creative Planning | $2.3M | 39,195 | 0.00% | 16q | +7.7%+$161.9K |
| Swiss National Bank | $1.9M | 32,900 | 0.00% | 31q | +8.2%+$143.6K |
| Empowered Funds, LLC | $1.8M | 30,969 | 0.01% | 2q | -60.8%-$2.8M |
| LaFleur & Godfrey LLC | $1.8M | 30,595 | 0.21% | 29q | -2.9%-$51.9K |
| Abundance Wealth Counselors | $1.6M | 28,011 | 0.22% | new | NEW |
| Curi Capital, LLC | $1.5M | 26,654 | 0.02% | 2q | HELD |
| UBS Group AG | $1.5M | 26,490 | 0.00% | 31q | -25.7%-$525.3K |
| OSAIC HOLDINGS, INC. | $1.5M | 25,270 | 0.00% | 26q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.4M | 24,134 | 0.00% | 14q | -0.7%-$9.6K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 24,033 | 0.00% | 31q | -34.7%-$731.8K |
| Invesco Ltd. | $1.4M | 23,693 | 0.00% | 31q | +5.1%+$65.7K |
| XTX Topco Ltd | $1.3M | 23,119 | 0.02% | 2q | +165.6%+$827.7K |
| Focus Partners Advisor Solutions, LLC | $1.3M | 22,731 | 0.01% | 14q | -3.0%-$40.5K |
| CREDIT AGRICOLE S A | $1.3M | 22,442 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $1.3M | 21,943 | 0.00% | 31q | +3.5%+$42.7K |
| State of New Jersey Common Pension Fund D | $1.2M | 21,761 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.2M | 21,405 | 0.00% | 31q | +4.0%+$47.1K |
| Man Group plc | $1.1M | 19,924 | 0.00% | 8q | +21.1%+$199.4K |
| Discipline Wealth Solutions, LLC | $1.1M | 19,826 | 0.10% | 2q | HELD |
| Cerity Partners LLC | $1.1M | 19,632 | 0.00% | 10q | -8.1%-$99.9K |
| VICTORY CAPITAL MANAGEMENT INC | $1.1M | 19,450 | 0.00% | 31q | +6.9%+$71.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 19,007 | 0.00% | 31q | +23.6%+$208.0K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 21,561 | 0.00% | 31q | HELD |
| FEDERATED HERMES, INC. | $1.0M | 18,005 | 0.00% | 31q | +15.2%+$136.4K |
| DEUTSCHE BANK AG\ | $1.0M | 17,934 | 0.00% | 34q | +42.1%+$305.2K |
| IEQ CAPITAL, LLC | $1.0M | 17,704 | 0.00% | 6q | -11.8%-$136.1K |
| BAILARD, INC. | $1.0M | 17,601 | 0.02% | 7q | +1.1%+$11.5K |
| CITIGROUP INC | $1.0M | 17,597 | 0.00% | 31q | +58.6%+$373.5K |
| Baird Financial Group, Inc. | $1.0M | 17,475 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $998.2K | 17,384 | 0.00% | 11q | -3.2%-$32.7K |
| Round Hill Asset Management | $971.8K | 16,925 | 0.61% | 31q | HELD |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $927.9K | 16,159 | 0.02% | 12q | -1.6%-$14.7K |
| FIDUCIARY FINANCIAL ADVISORS | $914.3K | 15,923 | 0.09% | new | NEW |
| CHICAGO TRUST Co NA | $895.2K | 15,591 | 0.13% | 5q | HELD |
| Atom Investors LP | $869.6K | 15,145 | 0.08% | new | NEW |
| STRS OHIO | $826.8K | 14,400 | 0.00% | 31q | +8.3%+$63.2K |
| LPL Financial LLC | $823.1K | 14,334 | 0.00% | 19q | -0.6%-$4.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $812.0K | 14,139 | 0.00% | 9q | +24.2%+$158.3K |
| LVM CAPITAL MANAGEMENT LTD/MI | $797.0K | 13,877 | 0.07% | 4q | -0.7%-$5.7K |
| Hennion & Walsh Asset Management, Inc. | $759.0K | 13,219 | 0.02% | 18q | -0.6%-$4.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $743.0K | 12,939 | 0.00% | 9q | +36.5%+$198.6K |
| Legal & General Group Plc | $732.2K | 12,752 | 0.00% | 31q | -12.3%-$102.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $730.6K | 12,724 | 0.00% | 2q | +38.5%+$202.9K |
| Allianz Asset Management GmbH | $708.1K | 12,332 | 0.00% | 10q | HELD |
| BLAIR WILLIAM & CO/IL | $704.9K | 12,276 | 0.00% | 2q | +0.7%+$5.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $683.3K | 11,900 | 0.00% | 3q | HELD |
| Inspire Investing, LLC | $681.4K | 11,867 | 0.03% | 10q | +16.8%+$98.0K |
| Daytona Street Capital LLC | $673.8K | 11,856 | 0.49% | 3q | -3.3%-$23.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $673.1K | 11,722 | 0.00% | 18q | -3.3%-$22.9K |
| Point72 Asset Management, L.P. | $668.0K | 11,634 | 0.00% | new | NEW |
| Shakespeare Wealth Management, LLC | $664.6K | 11,574 | 0.18% | 24q | HELD |
| Thrivent Financial for Lutherans | $655.0K | 11,419 | 0.00% | 12q | HELD |
| Strategies Wealth Advisors, LLC | $639.4K | 11,136 | 0.06% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $626.3K | 10,971 | 0.00% | 7q | -3.0%-$19.5K |
| Bluebird Wealth Management LLC | $609.3K | 10,612 | 0.53% | new | NEW |
| ROYAL BANK OF CANADA | $609.0K | 10,611 | 0.00% | 31q | -8.2%-$54.7K |
| Janney Montgomery Scott LLC | $583.0K | 10,152 | 0.00% | 10q | +1.2%+$6.8K |
Showing the largest 100 of 206 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-25 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $33.2M | 568,753 | 6 | 11 | 8 | 0.0% |
| Q2 2026 | 206 | $689.6M | 12,013,786 | 32 | 67 | 59 | 0.0% |
| Q1 2026 | 200 | $590.5M | 11,694,849 | 23 | 65 | 51 | 0.0% |
| Q4 2025 | 192 | $515.7M | 10,722,102 | 13 | 57 | 78 | 0.0% |
| Q3 2025 | 201 | $487.4M | 10,830,739 | 23 | 78 | 56 | 0.0% |
| Q2 2025 | 197 | $486.7M | 10,487,315 | 17 | 65 | 64 | 0.0% |
| Q1 2025 | 194 | $452.5M | 10,416,075 | 27 | 72 | 57 | 0.0% |
| Q4 2024 | 178 | $457.7M | 10,287,098 | 20 | 68 | 44 | 0.0% |
| Q3 2024 | 161 | $439.4M | 10,060,431 | 13 | 56 | 47 | 0.0% |
| Q2 2024 | 163 | $401.9M | 9,899,750 | 22 | 48 | 53 | 0.1% |
| Q1 2024 | 156 | $384.6M | 9,978,464 | 25 | 46 | 51 | 0.1% |
| Q4 2023 | 142 | $389.5M | 9,620,104 | 15 | 46 | 36 | 0.3% |
| Q3 2023 | 132 | $283.3M | 9,165,148 | 22 | 44 | 35 | 0.0% |
| Q2 2023 | 117 | $250.2M | 9,053,751 | 6 | 37 | 48 | 0.0% |
| Q1 2023 | 127 | $280.6M | 9,176,624 | 15 | 47 | 36 | 0.0% |
| Q4 2022 | 130 | $300.2M | 8,967,903 | 18 | 41 | 42 | 0.0% |
| Q3 2022 | 121 | $1.8B | 59,901,883 | 11 | 30 | 40 | 0.0% |
| Q2 2022 | 122 | $683.6M | 21,397,824 | 15 | 39 | 36 | 0.0% |
| Q1 2022 | 118 | $2.5B | 71,040,554 | 10 | 37 | 41 | 0.0% |
| Q4 2021 | 116 | $2.6B | 73,880,195 | 10 | 22 | 40 | 0.0% |
| Q3 2021 | 112 | $2.0B | 63,836,337 | 7 | 33 | 37 | 0.0% |
| Q2 2021 | 110 | $1.9B | 64,043,187 | 7 | 35 | 39 | 0.0% |
| Q1 2021 | 114 | $2.1B | 64,311,340 | 16 | 26 | 40 | 0.0% |
| Q4 2020 | 101 | $1.8B | 64,432,657 | 17 | 28 | 33 | 0.0% |
| Q3 2020 | 93 | $1.2B | 64,127,378 | 8 | 20 | 33 | 0.0% |
| Q2 2020 | 97 | $324.0M | 14,336,557 | 12 | 33 | 30 | 0.0% |
| Q1 2020 | 96 | $2.0B | 95,367,462 | 4 | 41 | 30 | 0.0% |
| Q4 2019 | 110 | $3.3B | 90,103,708 | 9 | 37 | 37 | 0.0% |
| Q3 2019 | 107 | $3.0B | 89,996,959 | 12 | 40 | 29 | 0.0% |
| Q2 2019 | 102 | $3.1B | 94,996,783 | 15 | 34 | 24 | 0.1% |
| Q1 2019 | 99 | $3.1B | 94,872,404 | 9 | 32 | 33 | 0.0% |
| Q4 2018 | 103 | $438.4M | 15,421,161 | 1 | 1 | 6 | 0.1% |