Institutional Ownership First Merchants Corp (FRME)
This table provides information about the institutional ownership of First Merchants Corp (FRME). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
47
shares
|
$1,703
0.0% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,594
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
37
shares
|
$1,340
0.0% of portfolio
|
Q4 2023
Reduced 33.93%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
37
shares
|
$1,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
34
shares
|
$1,232
0.0% of portfolio
|
Q3 2025
Reduced 75.18%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
34
shares
|
$1,232
0.0% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$942
0.0% of portfolio
|
Q3 2023
Reduced 63.89%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
21
shares
|
$761
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
19
shares
|
$688
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
17
shares
|
$616
0.0% of portfolio
|
Q1 2025
Reduced 86.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15
shares
|
$543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$434
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
12
shares
|
$434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8
shares
|
$289
0.0% of portfolio
|
Q3 2023
Reduced 98.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7
shares
|
$253
0.0% of portfolio
|
Q4 2025
Added 75.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
7
shares
|
$253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$217
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5
shares
|
$181
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$181
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$144
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$108
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$72
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|