MBIN — MERCHANTS BANCORP IND
Reported value held$444.66M
Funds holding (latest)38
SectorFinancials
Funds holding (Q2 2026)29
Institutional value$386.99M · 7.77M sh
New / Add / Cut / Exit2 / 16 / 10 / 2
Top-5 / Top-10 concentration77.3% / 90.1%
Institutional holdings change
Accumulating +1.2%
(+94.99K sh)
Institutional value change
Up +17.9%
As of Q2 2026, 29 SEC-registered investment managers reported holding MBIN (MERCHANTS BANCORP IND) in their latest 13F filings, with a combined reported value of $386.99M across 7.77M shares. That is +1.2% by share count (+94.99K shares) versus the previous quarter, while reported value moved +17.9%. Ownership is concentrated: the five largest holders account for 77.3% of reported value and the top ten for 90.1%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MBIN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.11M | $205.26M | 0.00% | Add |
| Geode Capital Management history | 740.33K | $37.02M | 0.00% | Add |
| Royce & Associates history | 527.05K | $26.35M | 0.21% | Reduce |
| Morgan Stanley history | 308.77K | $15.44M | 0.00% | Add |
| Northern Trust Corp history | 301.80K | $15.09M | 0.00% | Add |
| Charles Schwab Investment Management history | 252.55K | $12.63M | 0.00% | Add |
| Invesco Ltd history | 240.40K | $12.02M | 0.00% | Add |
| BNY Mellon history | 234.38K | $11.72M | 0.00% | Reduce |
| Principal Global Investors history | 142.48K | $7.12M | 0.00% | Hold |
| Bank of America Corp history | 121.14K | $6.06M | 0.00% | Add |
| Deutsche Bank AG history | 105.67K | $5.28M | 0.00% | Add |
| PSP Investments history | 100.76K | $5.04M | 0.01% | Reduce |
| Franklin Resources history | 98.87K | $4.94M | 0.00% | Reduce |
| Goldman Sachs Group history | 71.24K | $3.56M | 0.00% | Reduce |
| Legal & General Investment Management America history | 64.39K | $3.22M | 0.00% | Add |
| UBS Group AG history | 61.77K | $3.09M | 0.00% | Reduce |
| Citigroup Inc history | 42.36K | $2.12M | 0.00% | Add |
| AQR Capital Management history | 40.28K | $2.01M | 0.00% | Add |
| Two Sigma Investments history | 34.62K | $1.73M | 0.00% | Reduce |
| Prudential Financial history | 29.61K | $1.48M | 0.00% | Add |
| Millennium Management history | 25.50K | $1.28M | 0.00% | New |
| Wells Fargo & Co history | 21.96K | $1.10M | 0.00% | Add |
| JPMorgan Chase & Co history | 17.80K | $945.76K | 0.00% | New |
| D. E. Shaw & Co history | 16.36K | $817.95K | 0.00% | Reduce |
| PNC Financial Services history | 9.99K | $499.55K | 0.00% | Add |
| Citadel Advisors history | 9.90K | $495.00K | 0.00% | Add |
| Manulife Financial history | 8.72K | $436.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.63K | $231.60K | 0.00% | Reduce |
| T. Rowe Price Associates history | 33.80K | $1.69K | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.05M | $173.82M | 0.00% | Add |
| Geode Capital Management history | 725.43K | $31.13M | 0.00% | Add |
| Royce & Associates history | 567.27K | $24.34M | 0.24% | Reduce |
| Morgan Stanley history | 298.06K | $12.79M | 0.00% | Add |
| Northern Trust Corp history | 287.09K | $12.32M | 0.00% | Add |
| Charles Schwab Investment Management history | 248.08K | $10.65M | 0.00% | Add |
| BNY Mellon history | 236.15K | $10.13M | 0.00% | Add |
| Invesco Ltd history | 155.07K | $6.65M | 0.00% | Add |
| Principal Global Investors history | 142.62K | $6.12M | 0.00% | New |
| Goldman Sachs Group history | 126.56K | $5.43M | 0.00% | Reduce |
| Franklin Resources history | 107.57K | $4.62M | 0.00% | Add |
| Bank of America Corp history | 106.36K | $4.56M | 0.00% | Add |
| PSP Investments history | 105.06K | $4.51M | 0.01% | New |
| Deutsche Bank AG history | 102.96K | $4.42M | 0.00% | Add |
| UBS Group AG history | 80.28K | $3.44M | 0.00% | Add |
| Legal & General Investment Management America history | 58.45K | $2.51M | 0.00% | Add |
| Renaissance Technologies history | 49.09K | $2.11M | 0.00% | Add |
| Two Sigma Investments history | 41.62K | $1.79M | 0.00% | Reduce |
| AQR Capital Management history | 38.31K | $1.64M | 0.00% | Reduce |
| Prudential Financial history | 29.41K | $1.26M | 0.00% | New |
| D. E. Shaw & Co history | 28.27K | $1.21M | 0.00% | Reduce |
| Manulife Financial history | 14.73K | $632.02K | 0.00% | Reduce |
| Citigroup Inc history | 13.24K | $568.17K | 0.00% | Add |
| PNC Financial Services history | 9.88K | $423.87K | 0.00% | Hold |
| Wells Fargo & Co history | 9.88K | $423.72K | 0.00% | Reduce |
| Janus Henderson Group history | 7.08K | $303.84K | 0.00% | Hold |
| Citadel Advisors history | 5.40K | $231.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.73K | $203.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 27.78K | $1.19K | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.88M | $64.08M | 0.00% | Add |
| Vanguard Group history | 1.41M | $48.18M | 0.00% | Add |
| Royce & Associates history | 808.31K | $27.53M | 0.28% | Reduce |
| Geode Capital Management history | 715.39K | $24.37M | 0.00% | Add |
| Northern Trust Corp history | 256.20K | $8.73M | 0.00% | Reduce |
| Morgan Stanley history | 254.78K | $8.68M | 0.00% | Add |
| Charles Schwab Investment Management history | 234.64K | $7.99M | 0.00% | Reduce |
| D. E. Shaw & Co history | 180.31K | $6.14M | 0.00% | Add |
| BNY Mellon history | 164.37K | $5.60M | 0.00% | Reduce |
| Goldman Sachs Group history | 162.28K | $5.53M | 0.00% | Add |
| Marshall Wace history | 140.17K | $4.77M | 0.00% | Add |
| Millennium Management history | 128.01K | $4.36M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 101.71K | $3.46M | 0.00% | Reduce |
| Two Sigma Investments history | 80.28K | $2.73M | 0.00% | Reduce |
| UBS Group AG history | 75.59K | $2.57M | 0.00% | Add |
| Deutsche Bank AG history | 68.73K | $2.34M | 0.00% | Reduce |
| Bank of America Corp history | 63.77K | $2.17M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 50.05K | $1.70M | 0.00% | Add |
| Invesco Ltd history | 45.82K | $1.56M | 0.00% | Add |
| Renaissance Technologies history | 45.30K | $1.54M | 0.00% | Reduce |
| AQR Capital Management history | 41.87K | $1.43M | 0.00% | Add |
| Wells Fargo & Co history | 32.06K | $1.09M | 0.00% | Add |
| Citadel Advisors history | 31.12K | $1.06M | 0.00% | Reduce |
| Legal & General Investment Management America history | 21.67K | $738.12K | 0.00% | Reduce |
| Franklin Resources history | 17.34K | $590.60K | 0.00% | Hold |
| Balyasny Asset Management history | 14.98K | $510.08K | 0.00% | Add |
| Manulife Financial history | 14.81K | $504.43K | 0.00% | Reduce |
| PNC Financial Services history | 9.87K | $336.04K | 0.00% | Reduce |
| Janus Henderson Group history | 7.08K | $241.22K | 0.00% | Hold |
| Citigroup Inc history | 2.78K | $94.69K | 0.00% | Reduce |
| T. Rowe Price Associates history | 24.01K | $818 | 0.00% | Add |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.85M | $58.96M | 0.00% | Hold |
| Vanguard Group history | 1.38M | $43.83M | 0.00% | Add |
| Royce & Associates history | 862.12K | $27.42M | 0.27% | Add |
| Geode Capital Management history | 696.47K | $22.15M | 0.00% | Add |
| Millennium Management history | 365.07K | $11.61M | 0.01% | Add |
| Northern Trust Corp history | 274.46K | $8.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 237.05K | $7.54M | 0.00% | Add |
| Morgan Stanley history | 234.38K | $7.45M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 179.10K | $5.70M | 0.00% | Reduce |
| Two Sigma Investments history | 175.75K | $5.59M | 0.01% | Add |
| BNY Mellon history | 170.64K | $5.43M | 0.00% | Add |
| D. E. Shaw & Co history | 146.07K | $4.64M | 0.00% | Add |
| Marshall Wace history | 127.00K | $4.04M | 0.00% | Reduce |
| Citadel Advisors history | 97.58K | $3.10M | 0.00% | Add |
| Deutsche Bank AG history | 95.41K | $3.03M | 0.00% | Add |
| Goldman Sachs Group history | 82.15K | $2.61M | 0.00% | Add |
| Bank of America Corp history | 72.97K | $2.32M | 0.00% | Reduce |
| Renaissance Technologies history | 58.40K | $1.86M | 0.00% | Add |
| Invesco Ltd history | 45.15K | $1.44M | 0.00% | Reduce |
| UBS Group AG history | 40.99K | $1.30M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 38.31K | $1.22M | 0.00% | Add |
| AQR Capital Management history | 34.13K | $1.09M | 0.00% | Reduce |
| PNC Financial Services history | 31.88K | $1.01M | 0.00% | Add |
| Wells Fargo & Co history | 22.86K | $727.11K | 0.00% | Add |
| Legal & General Investment Management America history | 22.68K | $721.10K | 0.00% | Add |
| Franklin Resources history | 17.42K | $553.96K | 0.00% | Reduce |
| Manulife Financial history | 15.66K | $497.86K | 0.00% | Add |
| Balyasny Asset Management history | 13.04K | $414.77K | 0.00% | New |
| Janus Henderson Group history | 7.08K | $225.12K | 0.00% | Hold |
| Citigroup Inc history | 3.26K | $103.67K | 0.00% | Reduce |
| T. Rowe Price Associates history | 22.00K | $700 | 0.00% | Add |
Q2 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.85M | $61.30M | 0.00% | Add |
| Vanguard Group history | 1.36M | $44.84M | 0.00% | Add |
| Royce & Associates history | 782.41K | $25.87M | 0.27% | Add |
| Geode Capital Management history | 681.49K | $22.54M | 0.00% | Add |
| Invesco Ltd history | 434.32K | $14.36M | 0.00% | Reduce |
| Marshall Wace history | 281.07K | $9.29M | 0.01% | Reduce |
| Morgan Stanley history | 254.21K | $8.41M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 252.59K | $8.35M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 226.23K | $7.48M | 0.00% | Add |
| Northern Trust Corp history | 226.10K | $7.48M | 0.00% | Add |
| BNY Mellon history | 168.78K | $5.58M | 0.00% | Add |
| Millennium Management history | 154.92K | $5.12M | 0.00% | Add |
| Bank of America Corp history | 140.08K | $4.63M | 0.00% | Reduce |
| D. E. Shaw & Co history | 101.53K | $3.36M | 0.00% | Hold |
| Goldman Sachs Group history | 81.23K | $2.69M | 0.00% | Reduce |
| Citadel Advisors history | 80.69K | $2.67M | 0.00% | Add |
| Deutsche Bank AG history | 65.72K | $2.17M | 0.00% | Add |
| AQR Capital Management history | 63.53K | $2.10M | 0.00% | Reduce |
| UBS Group AG history | 56.17K | $1.86M | 0.00% | Add |
| Franklin Resources history | 45.34K | $1.50M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 33.40K | $1.10M | 0.00% | Add |
| Renaissance Technologies history | 33.00K | $1.09M | 0.00% | Add |
| PNC Financial Services history | 22.97K | $759.52K | 0.00% | Add |
| Legal & General Investment Management America history | 21.68K | $716.86K | 0.00% | Add |
| Wells Fargo & Co history | 19.62K | $648.98K | 0.00% | Add |
| Citigroup Inc history | 11.33K | $374.58K | 0.00% | Reduce |
| Two Sigma Investments history | 10.92K | $361.12K | 0.00% | New |
| Manulife Financial history | 9.89K | $327.10K | 0.00% | Add |
| Janus Henderson Group history | 7.08K | $233.76K | 0.00% | Reduce |
| T. Rowe Price Associates history | 21.34K | $706 | 0.00% | Add |
Q1 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.53M | $56.53M | 0.00% | Hold |
| Vanguard Group history | 1.23M | $45.66M | 0.00% | Add |
| Royce & Associates history | 686.51K | $25.40M | 0.28% | Add |
| Geode Capital Management history | 580.35K | $21.48M | 0.00% | Add |
| Invesco Ltd history | 480.62K | $17.78M | 0.00% | Add |
| Marshall Wace history | 297.80K | $11.02M | 0.01% | Add |
| Janus Henderson Group history | 286.17K | $10.59M | 0.01% | Add |
| Morgan Stanley history | 279.09K | $10.33M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 268.06K | $9.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 242.56K | $8.97M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 202.35K | $7.49M | 0.00% | Reduce |
| Northern Trust Corp history | 173.03K | $6.40M | 0.00% | Reduce |
| Bank of America Corp history | 164.39K | $6.08M | 0.00% | Add |
| BNY Mellon history | 144.70K | $5.35M | 0.00% | Add |
| D. E. Shaw & Co history | 101.34K | $3.75M | 0.00% | Add |
| AQR Capital Management history | 73.97K | $2.74M | 0.00% | Reduce |
| UBS Group AG history | 55.08K | $2.04M | 0.00% | Add |
| Citadel Advisors history | 42.45K | $1.57M | 0.00% | Reduce |
| Deutsche Bank AG history | 41.59K | $1.54M | 0.00% | Add |
| Franklin Resources history | 41.11K | $1.52M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 32.68K | $1.21M | 0.00% | Add |
| Renaissance Technologies history | 29.90K | $1.11M | 0.00% | Reduce |
| PNC Financial Services history | 22.16K | $819.77K | 0.00% | Add |
| Legal & General Investment Management America history | 20.88K | $772.63K | 0.00% | Reduce |
| Millennium Management history | 20.28K | $750.43K | 0.00% | Reduce |
| Citigroup Inc history | 14.97K | $554.08K | 0.00% | Reduce |
| Wells Fargo & Co history | 13.87K | $513.25K | 0.00% | Add |
| Manulife Financial history | 8.08K | $299.03K | 0.00% | Reduce |
| T. Rowe Price Associates history | 16.59K | $614 | 0.00% | Add |
New Positions (Q2 2026)
- Millennium Management 25.50K sh · $1.28M
- JPMorgan Chase & Co 17.80K sh · $945.76K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 49.09K sh · $2.11M
- Janus Henderson Group sold 7.08K sh · $303.84K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.11M | 4.05M | 1.88M | 1.85M | 1.85M | 1.53M | 1.53M | 1.54M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 740.33K | 725.43K | 715.39K | 696.47K | 681.49K | 580.35K | 565.66K | 566.52K | 549.85K | 496.34K | 487.01K | 468.47K | 453.34K | 438.63K | 425.82K | 405.71K | 456.44K | 406.86K | 261.60K | 252.61K |
| Royce & Associates | 527.05K | 567.27K | 808.31K | 862.12K | 782.41K | 686.51K | 566.25K | 490.19K | 201.64K | — | 4.79K | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 308.77K | 298.06K | 254.78K | 234.38K | 254.21K | 279.09K | 291.51K | 446.61K | 324.94K | 400.57K | 424.91K | 167.30K | 163.74K | 154.82K | 146.00K | 136.84K | 180.49K | 102.00K | 67.33K | 52.32K |
| Northern Trust Corp | 301.80K | 287.09K | 256.20K | 274.46K | 226.10K | 173.03K | 179.19K | 179.81K | 166.08K | 167.09K | 171.85K | 163.39K | 161.83K | 153.68K | 156.66K | 156.32K | 154.56K | 151.05K | 103.87K | 103.87K |
| Charles Schwab Investment Management | 252.55K | 248.08K | 234.64K | 237.05K | 226.23K | 202.35K | 207.28K | 233.48K | 256.06K | 242.85K | 224.58K | 185.33K | 175.12K | 166.12K | 166.49K | 163.13K | 158.60K | 159.97K | 103.50K | 102.75K |
| Invesco Ltd | 240.40K | 155.07K | 45.82K | 45.15K | 434.32K | 480.62K | 471.43K | 565.03K | 107.80K | 115.03K | 119.11K | 142.94K | 47.16K | 119.19K | 60.83K | 43.22K | 44.83K | 42.06K | 27.03K | 32.50K |
| BNY Mellon | 234.38K | 236.15K | 164.37K | 170.64K | 168.78K | 144.70K | 143.80K | 130.72K | 144.43K | 149.72K | 167.56K | 194.01K | 198.27K | 199.67K | 207.18K | 186.40K | 181.64K | 191.26K | 124.92K | 137.02K |
| Principal Global Investors | 142.48K | 142.62K | — | — | — | — | — | — | 15.11K | 13.53K | — | — | — | — | — | — | 9.13K | 12.20K | 12.33K | 12.48K |
| Bank of America Corp | 121.14K | 106.36K | 63.77K | 72.97K | 140.08K | 164.39K | 31.50K | 24.65K | 21.31K | 13.22K | 24.28K | 25.07K | 23.13K | 30.07K | 25.70K | 13.13K | 58.91K | 23.39K | 17.32K | 7.25K |
| Deutsche Bank AG | 105.67K | 102.96K | 68.73K | 95.41K | 65.72K | 41.59K | 15.57K | 57.32K | 23.55K | 7.10K | 7.38K | 7.38K | 7.38K | 9.78K | 7.26K | 7.16K | 6.93K | 7.94K | 5.98K | 6.46K |
| PSP Investments | 100.76K | 105.06K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 98.87K | 107.57K | 17.34K | 17.42K | 45.34K | 41.11K | 40.22K | 33.34K | 18.00K | 7.57K | 7.57K | 7.57K | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 71.24K | 126.56K | 162.28K | 82.15K | 81.23K | 242.56K | 479.35K | 457.22K | 272.09K | 228.62K | 188.38K | 162.46K | 208.40K | 306.92K | 366.70K | 373.31K | 316.27K | 315.17K | 211.21K | 210.28K |
| Legal & General Investment Management America | 64.39K | 58.45K | 21.67K | 22.68K | 21.68K | 20.88K | 21.82K | 23.55K | 14.71K | 13.74K | 13.85K | 13.85K | 13.99K | 6.51K | 6.05K | 5.71K | 5.31K | 5.29K | 3.52K | 3.52K |
| UBS Group AG | 61.77K | 80.28K | 75.59K | 40.99K | 56.17K | 55.08K | 37.51K | 27.59K | 53.64K | 42.84K | 20.60K | 12.98K | 11.30K | 6.92K | 6.23K | 698 | 262 | 3.11K | 4.23K | — |
| Citigroup Inc | 42.36K | 13.24K | 2.78K | 3.26K | 11.33K | 14.97K | 34.49K | 31.00K | 17.90K | 14.76K | 12.48K | 9.45K | 17.07K | 11.10K | 9.62K | 9.94K | 10.70K | 10.81K | 7.85K | 9.93K |
| AQR Capital Management | 40.28K | 38.31K | 41.87K | 34.13K | 63.53K | 73.97K | 84.39K | 69.60K | 59.47K | 35.80K | 9.45K | 51.77K | 45.31K | 41.90K | 53.63K | 42.17K | 50.11K | 53.40K | 39.40K | 59.95K |
| Two Sigma Investments | 34.62K | 41.62K | 80.28K | 175.75K | 10.92K | — | 35.15K | — | 7.22K | 20.00K | 25.71K | 31.42K | 22.42K | 54.84K | 53.86K | 56.09K | 34.96K | 17.85K | 10.30K | 21.42K |
| Prudential Financial | 29.61K | 29.41K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details