MBIN · NASDAQ · Banks - Regional

Merchants Bancorp (MBIN)

Finances multifamily housing, mortgage lenders, and Indiana banking customers.

$51.88
vs last close−0.47 (−0.89%)

13F · 13D/G · Form 4

Institutions≥ 98.87%45.42M shares
194 holders · as of Jun 30, 2026
Insiders56.22%25.83M shares
22 holders · as of Aug 24, 2026
Adds to155.09%

45.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Institutional filings for MBINL (100% of the company) are not on file here, so the institutional figure is a floor.

These groups come from separate filings that can overlap, so they add to 155.09%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Elser Financial Planning, IncInstitution
58.36%26.81Mas of Jun 30, 2026
Michael F. Petrie1,2Insiderdirector, 10 percent owner, officer: Chairman and CEO
28.96%12.58M · 727,013filed Mar 31, 2026
Randall D. Jr. Rogers3Insiderdirector
16.61%3.85M · 3.78Mfiled Dec 31, 2021
BlackRock, Inc.Institution
8.94%4.11Mas of Jun 30, 2026
Randall D. Rogers4Insiderdirector, officer: Vice Chairman
7.49%2.74M · 698,000filed Apr 6, 2026
Dimensional Fund Advisors LPInstitution
3.98%1.83Mas of Jun 30, 2026
State Street CorpInstitution
2.32%1.07Mas of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
2.27%1.04Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.21%1.02Mas of Jun 30, 2026
American Century Companies IncInstitution
1.82%837,052as of Jun 30, 2026
Doma Perpetual Capital Management LLCInstitution
1.76%810,082as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.61%740,326as of Jun 30, 2026
Julia L. KaercherInsiderdirector
1.58%727,103filed Jul 31, 2026
Royce & Associates LPInstitution
1.15%527,047as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.06%488,221as of Jun 30, 2026
Morgan StanleyInstitution
0.67%308,775as of Jun 30, 2026
Northern Trust CorpInstitution
0.66%301,802as of Jun 30, 2026
Hotchkis & Wiley Capital Management LLCInstitution
0.65%298,438as of Jun 30, 2026
Banc Funds Co LLCInstitution
0.62%285,062as of Jun 30, 2026
Basswood Capital Management, L.L.C.Institution
0.60%273,747as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.55%252,548as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.55%252,548as of Jun 30, 2026
Invesco Ltd.Institution
0.52%240,395as of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.51%234,378as of Jun 30, 2026
Valeo Financial Advisors, LLCInstitution
0.49%226,998as of Jun 30, 2026
  1. Michael F. Petrie's transaction reports restate only vehicles that traded; the 2026 ownership statement (12.58M) is used instead.
  2. Michael F. Petrie reports a block also reported by Dimensional Fund Advisors LP; it is counted once, under Dimensional Fund Advisors LP.
  3. Randall D. Jr. Rogers's transaction reports restate only vehicles that traded; the 2022 ownership statement (3.85M) is used instead.
  4. Randall D. Rogers's transaction reports restate only vehicles that traded; the 2026 ownership statement (2.74M) is used instead.

13F, as of Jun 30, 2026

194 holders · 45.42M shares · 31 new positions · 89 increased · 61 reduced · 18 closed

HolderShares% outstandingChg q/qFiled
Elser Financial Planning, Inc26.81M58.36%−174.5KJul 14, 2026
BlackRock, Inc.4.11M8.94%+54.3KAug 7, 2026
Dimensional Fund Advisors LP1.83M3.98%+68.2KAug 11, 2026
State Street Corp1.07M2.32%+32.3KAug 7, 2026
Macquarie Management Holdings, Inc.1.04M2.27%−48.0KAug 14, 2026
Vanguard Capital Management LLC1.02M2.21%+15.0KAug 13, 2026
American Century Companies Inc837.1K1.82%+94.4KAug 12, 2026
Doma Perpetual Capital Management LLC810.1K1.76%−305.5KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Michael F. Petrie27.40%12.58M13GApr 6, 2026
BlackRock, Inc.8.80%4.03M13GApr 27, 2026
Randall D. Rogers6.00%2.74M13GApr 6, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 30, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale9,000$55.20727,013
Jul 30, 2026
Julia L. Kaercherdirector
Sale9,000$55.20727,103
May 5, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale · 2 lots30,696$46.752,609,341
May 6, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale8,334$46.861,864,994
Feb 26, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale · 2 lots28,871$32.621,896,286
Feb 25, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale377$20.2016,829
Feb 18, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale1,502$20.2017,206
Feb 17, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale100$20.2018,708
Feb 10, 2026
Martin A. Schroeterofficer: President-Warehouse Lending
Sale5,500$46.0610,881
Feb 10, 2026
Michael F. Petriedirector, 10 percent owner, officer: Chairman and CEO
Sale4,455$20.2018,808

House and Senate disclosures

Not reported.