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MERCANTILE BANK CORP hedge fund holdings

MBWMNASDAQ
$59.50+0.60 (+1.02%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MBWM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+33.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255558$24.1M$19.2M178Aug 14, 2025
Q3 20257448$41M$25.9M184Nov 14, 2025
Q4 20254369$35.1M$38.4M181Feb 14, 2026
Q1 20266147$75.9M$26.5M192May 15, 2026
Q2 20267150$56.3M$36.7M192Aug 14, 2026

Quarterly action breakdown

Q2 2026
192 filers
New position
29
$20.6M+359K sh
Increased
42
$35.7M+621K sh
Reduced
34
-$22.2M-386K sh
Out / sold
16
-$14.5M-253K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 8.50%-$5.8M$62.5M0.01%Aug 14, 2026
Rhino Investment Partners, IncNew Buy+$5.39M$5.39M1.63%Aug 14, 2026
Maltese Capital Management LLCNew Buy+$3.45M$3.45M0.63%Aug 14, 2026
Abundance Wealth CounselorsNew Buy+$3.23M$3.23M0.21%Jul 23, 2026
Empowered Funds, LLCReduce 60.78%-$2.76M$1.78M0.01%Aug 17, 2026
State of New Jersey Common Pension Fund DNew Buy+$1.25M$1.25M0.00%Aug 4, 2026
Wakefield Asset Management LLLPSell 100%-$1.15M$00.00%Aug 11, 2026
Fiduciary Financial AdvisorsNew Buy+$914K$914K0.09%Aug 14, 2026
Quantinno Capital Management LPAdded 53.15%+$816K$2.35M0.00%Aug 13, 2026
Bluebird Wealth Management LLCNew Buy+$609K$609K0.53%Aug 5, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$580K$580K0.01%Aug 14, 2026
Sequoia Financial Advisors, LLCNew Buy+$443K$443K0.00%Jul 17, 2026
Associated Banc-CorpNew Buy+$396K$396K0.01%Jul 31, 2026
Tributary Capital Management, LLCReduce 2.89%-$372K$12.5M1.03%Jul 23, 2026
Zacks Investment ManagementSell 100%-$350K$00.00%Aug 13, 2026
Evergreen Capital Management LLCNew Buy+$334K$334K0.01%Jul 23, 2026
North Star Asset Management IncReduce 1.50%-$330K$21.7M0.85%Aug 18, 2026
Abacus Wealth Partners, LLCSell 100%-$319K$00.00%Jul 22, 2026
Ruggaard & Associates LLCNew Buy+$228K$228K0.08%Aug 17, 2026
MML Investors Services, LLCNew Buy+$218K$218K0.00%Aug 7, 2026
Swiss Life Asset Management LtdNew Buy+$215K$215K0.00%Jul 29, 2026
Well Done, LLCNew Buy+$214K$214K0.03%Jul 24, 2026
Aigen Investment Management, LPNew Buy+$211K$211K0.06%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 38.45%+$203K$731K0.00%Aug 13, 2026
Susquehanna Portfolio Strategies, LLCReduce 36.56%-$185K$321K0.01%Aug 14, 2026
Voleon Capital Management LPReduce 46.55%-$174K$200K0.00%Aug 14, 2026
LSV Asset ManagementReduce 0.85%-$138K$16.1M0.03%Aug 6, 2026
EMC Capital ManagementSell 100%-$135K$00.00%Jul 29, 2026
Inspire Investing, LLCAdded 16.80%+$98K$681K0.03%Aug 12, 2026
jvl associates llcAdded 2.57%+$96.8K$3.86M1.09%Jul 6, 2026
Hotchkis & Wiley Capital Management LLCAdded 0.71%+$77.5K$11.1M0.03%Aug 14, 2026
LaFleur & Godfrey LLCReduce 2.87%-$51.9K$1.76M0.21%Jul 15, 2026
Focus Partners Advisor Solutions, LLCReduce 3.01%-$40.5K$1.31M0.01%Aug 6, 2026
Rafferty Asset Management, LLCReduce 6.23%-$36.6K$551K0.00%Aug 14, 2026
Harbor Capital Advisors, Inc.Added 10.66%+$29.1K$302K0.02%Aug 7, 2026
Natixis Advisors, LLCReduce 4.74%-$29K$582K0.00%Aug 14, 2026
Daytona Street Capital LLCReduce 3.30%-$23K$674K0.49%Aug 3, 2026
Wedge Capital Management L L PReduce 1.56%-$14.7K$928K0.02%Jul 10, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 46.75%+$13.2K$41.5K0.00%Aug 13, 2026
Bailard, Inc.Added 1.15%+$11.5K$1.01M0.02%Jul 30, 2026
626 Financial, LLCReduce 3.59%-$10K$270K0.11%Jul 27, 2026
JMN Financial LLCAdded 2.85%+$6.49K$234K0.18%Aug 10, 2026
Alps Advisors IncAdded 0.97%+$5.51K$575K0.00%Jul 29, 2026
Blair William & CoAdded 0.71%+$5K$705K0.00%Aug 11, 2026
CANADA LIFE ASSURANCE CoReduce 2.72%-$4.81K$172K0.00%Aug 13, 2026
Hennion & Walsh Asset Management, Inc.Reduce 0.57%-$4.36K$759K0.02%Jul 8, 2026
Aster Capital Management (DIFC) LtdNew Buy+$3.56K$3.56K0.00%Aug 14, 2026
Modern Wealth Management, LLCAdded 0.72%+$3.56K$498K0.01%Aug 14, 2026
Blue Water Asset ManagementAdded 0.67%+$2.24K$337K0.11%Aug 3, 2026
Strategies Wealth Advisors, LLCAdded 0.32%+$2.07K$639K0.06%Aug 14, 2026
Greenleaf TrustAdded 0.34%+$976$289K0.00%Jul 21, 2026
Bare Financial Services, IncAdded 100.00%+$574$1.15K0.00%Jul 27, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$404$00.00%Aug 13, 2026
First Trust Advisors LPReduce 0.02%-$57$356K0.00%Aug 11, 2026
Keating Financial Advisory Services, Inc.New Buy+$57$570.00%Aug 11, 2026

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