MBWM Institutional Ownership
Who owns Mercantile Bank Corp and what the big funds did with it last quarter, from every SEC 13F filing. 207 funds reported holding MBWM at Jun 30, 2026, together owning 69.5% of the company.
- ▲103 buying vs 83 selling
- ▲Held by funds +1.9 pts
- ▲Funds holding +7
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 207 | 200 | +3.5% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 12M | 11.7M | +2.8% |
| Held by funds | 69.5% | 67.6% | +1.9 pts |
| New positions | 31 | 22 | +40.9% |
| Increased | 72 | 70 | +2.9% |
| Reduced | 61 | 54 | +13.0% |
| Sold out | 22 | 16 | +37.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MBWM
All superinvestors →
Who owns MBWM
share of fund held shares- Index and passive funds43.6%
- Active managers and hedge funds48.3%
- Banks and brokers7.3%
- Pensions, insurers and other0.9%
The top 10 holders own 60.0% of all MBWM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
34 funds changed their position- Counterpoint Mutual Funds LLCNew+12K sh
- Tributary Capital Management, LLCTrimmed−8,976 sh
- Bailard, Inc.Trimmed−8,679 sh
- Associated Banc-CorpSold out−6,891 sh
- Strs OhioTrimmed−5,000 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.88% | 1.5M | $88.1M | +146K |
| 2 | Wellington Management Group LLP | 6.29% | 1.1M | $62.5M | −101K |
| 3 | Dimensional Fund Advisors LP | 6.06% | 1M | $60.1M | +14K |
| 4 | Vanguard Capital Management LLC | 4.25% | 736K | $42.2M | +31K |
| 5 | American Century Companies Inc | 3.62% | 625K | $35.9M | +64K |
| 6 | State Street Corp | 3.46% | 599K | $34.4M | +96K |
| 7 | Geode Capital Management, LLC | 2.70% | 466K | $26.8M | +31K |
| 8 | Renaissance Technologies LLC | 2.58% | 447K | $25.6M | −26K |
| 9 | North Star Asset Management Inc | 2.18% | 377K | $21.7M | −5,753 |
| 10 | Vanguard Portfolio Management LLC | 1.68% | 290K | $16.7M | +15K |
- BlackRock, Inc.+146K sh+$8.4M
- State Street Corp+96K sh+$5.5M
- Rhino Investment Partners, Inc+94K sh+$5.4M
- Citadel Advisors LLC+64K sh+$3.7M
- American Century Companies Inc+64K sh+$3.6M
- Maltese Capital Management LLC+60K sh+$3.4M
- Hrt Financial LP+49K sh+$2.8M
- Two Sigma Investments, LP+32K sh+$1.8M
- ProShare Advisors LLC−126K sh−$6.3M
- Wellington Management Group LLP−101K sh−$5.8M
- Bridgeway Capital Management, LLC−85K sh−$4.9M
- Empowered Funds, LLC−48K sh−$2.8M
- Renaissance Technologies LLC−26K sh−$1.5M
- Wakefield Asset Management LLLP−23K sh−$1.2M
- Qube Research & Technologies Ltd−21K sh−$1.1M
- Lazard Asset Management LLC−18K sh−$887K
MBWM institutional ownership FAQ
Who owns the most MBWM stock?
In Q2 2026 13F filings the largest holder of MBWM was BlackRock, Inc., followed by Wellington Management Group LLP and Dimensional Fund Advisors LP. Index fund managers are usually the biggest holders of large companies.
What percentage of MBWM is owned by institutions?
Funds that file 13F reports held 69.5% of MBWM's shares at Jun 30, 2026, compared with 67.6% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying MBWM?
In Q2 2026, 103 funds bought MBWM (31 of them new positions) and 83 sold (22 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for MBWM is strongly bullish.
What is MBWM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this MBWM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.