MERCANTILE BANK CORP MBWM
$57.81
-1.9% 52w: $42.16 – $58.90
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data42.1650.5358.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
200
+8 QoQ
13F value
$590.3M
+14.5% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.6×
$13K calls / $22K puts
Institutional value by quarter
Number of holders
Who owns MBWM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.4M | $70.1M | 0.0% | -3.5% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.2M | $60.0M | 0.0% | +303.3% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.0M | $52.2M | 0.0% | +0.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 704.3K | $35.6M | 0.0% | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 561.5K | $28.4M | 0.0% | +8.4% |
| STATE STREET CORP | Index provider | 502.5K | $25.4M | 0.0% | +12.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 472.2K | $23.8M | 0.0% | -4.8% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 435.0K | $22.0M | 0.0% | +8.0% |
| NORTH STAR ASSET MANAGEMENT INC | Other | 383.2K | $19.4M | 0.8% | +2.3% |
| LSV ASSET MANAGEMENT | Other | 283.2K | $14.3M | 0.0% | -4.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 275.3K | $13.9M | 0.0% | — |
| NORTHERN TRUST CORP | Index provider | 232.6K | $11.7M | 0.0% | +39.3% |
| Tributary Capital Management, LLC | Other | 224.6K | $11.3M | 1.1% | -2.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 191.2K | $9.7M | 0.0% | -5.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 181.6K | $9.2M | 0.0% | +51.1% |
| JPMORGAN CHASE & CO | Bank broker | 148.9K | $7.4M | 0.0% | -23.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 146.7K | $7.4M | 0.0% | -8.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 140.4K | $7.1M | 0.0% | +5.4% |
| BANC FUNDS CO LLC | Other | 131.2K | $6.6M | 1.2% | +0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 129.3K | $6.5M | 0.0% | +18.0% |
| MORGAN STANLEY | Bank broker | 127.2K | $6.4M | 0.0% | -20.3% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 126.3K | $6.4M | 0.1% | +5.1% |
| ProShare Advisors LLC | Index provider | 125.6K | $6.3M | 0.0% | -3.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 112.7K | $5.7M | 0.0% | -15.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 110.3K | $5.6M | 0.0% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 92.7K | $4.7M | 0.0% | -0.2% |
| Siena Capital Partners GP, LLC | Other | 84.0K | $4.2M | 1.1% | Held |
| Empowered Funds, LLC | Diversified mechanical | 79.0K | $4.0M | 0.0% | New |
| De Lisle Partners LLP | Other | 75.6K | $3.8M | 0.5% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 65.9K | $3.3M | 0.0% | +4.6% |
| jvl associates llc | Wealth advisor | 65.5K | $3.3M | 1.1% | +8.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 64.9K | $3.3M | 0.0% | -9.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 55.1K | $2.8M | 0.0% | -13.6% |
| FRANKLIN RESOURCES INC | Long only active | 53.1K | $2.7M | 0.0% | +165.5% |
| Elizabeth Park Capital Advisors, Ltd. ★2 | Fundamental diversified | 51.0K | $2.6M | 2.0% | Held |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 48.9K | $2.5M | 0.0% | -7.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 48.2K | $2.4M | 0.0% | +7.7% |
| Rosenthal | Henry Capital Advisors, Inc. ★2 | Fundamental diversified | 45.0K | $2.3M | 2.2% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 36.8K | $1.9M | 0.0% | +31.0% |
| Creative Planning | Wealth advisor | 36.4K | $1.8M | 0.0% | +5.6% |
| UBS Group AG | Bank broker | 35.6K | $1.8M | 0.0% | +26.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 32.8K | $1.7M | 0.0% | -26.0% |
| LaFleur & Godfrey LLC ★2 | Fundamental diversified | 31.5K | $1.6M | 0.2% | +7.8% |
| Nuveen, LLC | Diversified mechanical | 30.9K | $1.6M | 0.0% | +0.5% |
| Swiss National Bank | Index provider | 30.4K | $1.5M | 0.0% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 28.9K | $1.5M | 0.0% | -21.2% |
| Quantinno Capital Management LP | Diversified mechanical | 26.7K | $1.3M | 0.0% | +39.3% |
| Curi Capital, LLC | Other | 26.7K | $1.3M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 25.4K | $1.3M | 0.0% | +2.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 24.3K | $1.2M | 0.0% | +3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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