IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Middleburg Financial Corp

CUSIP: 596094102 | 97 institutional holders

Quarters

Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2017

Franklin Resources Inc266,200
0.0% of portfolio›$10.7K
BlackRock Inc.218,513
0.0% of portfolio›$8.7K
M3f, Inc.216,282
9.1% of portfolio›$8.7K
Homestead Advisers Corp176,467
0.0% of portfolio›$7.1K
Chicago Capital Management, LLC175,214
2.0% of portfolio›$7.0K
Wellington Management Group LLP170,111
0.0% of portfolio›$6.8K
Vanguard Group Inc163,630
0.0% of portfolio›$6.6K
Context BH Capital Management, LP142,871
2.2% of portfolio›$5.7K
Renaissance Technologies LLC130,400
0.0% of portfolio›$5.2K
Yakira Capital Management, Inc.80,056
0.1% of portfolio›$3.2K
State Street Corp63,809
0.0% of portfolio›$2.6K
Maltese Capital Management LLC57,500
0.0% of portfolio›$2.3K
PNC Financial Services Group, Inc.51,350
0.0% of portfolio›$2.1K
Northern Trust Corp49,867
0.0% of portfolio›$2.0K
Bridgeway Capital Management, LLC43,863
0.0% of portfolio›$1.8K
GAM Holding AG36,244
0.0% of portfolio›$1.5K
Deutsche Bank Ag\35,935
0.0% of portfolio›$1.4K
Geode Capital Management, LLC34,542
0.0% of portfolio›$1.4K
Montgomery Investment Management Inc33,978
0.0% of portfolio›$1.4K
Banc Funds Co LLC30,600
0.0% of portfolio›$1.2K
Suntrust Banks Inc25,600
0.0% of portfolio›$1.0K
Brown Brothers Harriman & Co20,000
0.0% of portfolio›$801
Bank of New York Mellon Corp15,113
0.0% of portfolio›$605
Tiaa Cref Investment Management LLC13,797
0.0% of portfolio›$552
HBK Sorce Advisory LLC12,800
0.0% of portfolio›$513
Goldman Sachs Group Inc11,591
0.0% of portfolio›$464
California Public Employees Retirement System10,400
0.0% of portfolio›$416
Palladium Partners LLC10,000
0.0% of portfolio›$400
California State Teachers Retirement System9,441
0.0% of portfolio›$378
Dimensional Fund Advisors LP9,429
0.0% of portfolio›$378
DLD Asset Management, LP9,000
0.1% of portfolio›$360
Morgan Stanley8,904
0.0% of portfolio›$356
Teachers Advisors Inc8,315
0.0% of portfolio›$333
Prelude Capital Management, LLC8,235
0.0% of portfolio›$330
Charles Schwab Investment Management Inc7,200
0.0% of portfolio›$289
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,484
0.0% of portfolio›$260
Panagora Asset Management Inc6,450
0.0% of portfolio›$258
Manufacturers Life Insurance Company, the4,028
0.0% of portfolio›$161
Sandy Spring Bank4,000
0.0% of portfolio›$160
Wells Fargo & Company3,938
0.0% of portfolio›$157
American International Group, Inc.2,890
0.0% of portfolio›$116
Nationwide Fund Advisors2,581
0.0% of portfolio›$103
New York State Common Retirement Fund1,501
0.0% of portfolio›$60
UBS Group AG742
0.0% of portfolio›$30
Royal Bank of Canada714
0.0% of portfolio›$28
Legal & General Group Plc704
0.0% of portfolio›$28
Salem Investment Counselors Inc606
0.0% of portfolio›$24
Ameritas Investment Partners, Inc.366
0.0% of portfolio›$15
Plante Moran Financial Advisors, LLC300
0.0% of portfolio›$12
Bank of America Corp292
0.0% of portfolio›$12
Delta Asset Management LLC200
0.0% of portfolio›$8
Citigroup Inc61
0.0% of portfolio›$2
JPMorgan Chase & Co51
0.0% of portfolio›$2
Meeder Asset Management Inc49
0.0% of portfolio›$2
Barclays PLC22
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Franklin Resources Inc
266,200$10.7K0.0%CoreMediumSan Mateo, CA2017-05-12
BlackRock Inc.
218,513$8.7K0.0%N/AN/ANew York, NY2017-05-12
M3f, Inc.
216,282$8.7K9.1%YieldMediumSalt Lake City, UT2017-05-12
Homestead Advisers Corp
176,467$7.1K0.0%ValueMediumArlington, VA2017-05-11
Chicago Capital Management, LLC
175,214$7.0K2.0%Deep ValueVery HighChicago, IL2017-04-10
Wellington Management Group LLP
170,111$6.8K0.0%CoreMediumBoston, MA2017-05-11
Vanguard Group Inc
163,630$6.6K0.0%N/AN/AValley Forge, PA2017-05-12
Context BH Capital Management, LP
142,871$5.7K2.2%YieldVery LowBala Cynwyd, PA2017-05-08
Renaissance Technologies LLC
130,400$5.2K0.0%CoreHighNew York, NY2017-05-12
Yakira Capital Management, Inc.
80,056$3.2K0.1%YieldVery HighWestport, CT2017-05-12
State Street Corp
63,809$2.6K0.0%IndexVery LowBoston, MA2017-05-15
Maltese Capital Management LLC
57,500$2.3K0.0%Deep ValueMediumNew York, NY2017-05-15
PNC Financial Services Group, Inc.
51,350$2.1K0.0%GrowthVery LowPittsburgh, PA2017-05-12
Northern Trust Corp
49,867$2.0K0.0%IndexVery LowChicago, IL2017-05-12
Bridgeway Capital Management, LLC
43,863$1.8K0.0%Deep ValueMediumHouston, TX2017-05-15
GAM Holding AG
36,244$1.5K0.0%CoreMediumZurich, Switzerland2017-05-12
Deutsche Bank Ag\
35,935$1.4K0.0%CoreMediumFrankfurt Am Main, Hong Kong2017-05-15
Geode Capital Management, LLC
34,542$1.4K0.0%IndexVery LowBoston, MA2017-06-21
Montgomery Investment Management Inc
33,978$1.4K0.0%GARPVery LowRockville, MD2017-05-08
Banc Funds Co LLC
30,600$1.2K0.0%Deep ValueLowChicago, IL2017-05-15
Suntrust Banks Inc
25,600$1.0K0.0%N/AN/AAtlanta, GA2019-09-03
Brown Brothers Harriman & Co
20,000$8010.0%CoreLowNew York, NY2017-05-12
Bank of New York Mellon Corp
15,113$6050.0%CoreLowNew York, NY2017-05-03
Tiaa Cref Investment Management LLC
13,797$5520.0%N/AN/ANew York, NY2017-05-11
HBK Sorce Advisory LLC
12,800$5130.0%IndexVery LowErie, PA2017-05-15
Goldman Sachs Group Inc
11,591$4640.0%CoreMediumNew York, NY2017-05-18
California Public Employees Retirement System
10,400$4160.0%GrowthLowSacramento, CA2017-05-11
Palladium Partners LLC
10,000$4000.0%N/AN/ANorfolk, VA2017-05-08
California State Teachers Retirement System
9,441$3780.0%IndexVery LowWest Sacramento, CA2017-05-12
Dimensional Fund Advisors LP
9,429$3780.0%IndexLowAustin, TX2017-05-12
DLD Asset Management, LP
9,000$3600.1%ValueVery HighNew York, NY2017-05-12
Morgan Stanley
8,904$3560.0%CoreLowNew York, NY2017-05-22
Teachers Advisors Inc
8,315$3330.0%N/AN/ANew York, NY2017-05-11
Prelude Capital Management, LLC
8,235$3300.0%Deep ValueVery HighNew York, NY2017-05-15
Charles Schwab Investment Management Inc
7,200$2890.0%IndexVery LowSan Francisco, CA2017-05-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
6,484$2600.0%GrowthVery LowBoston, MA2017-05-15
Panagora Asset Management Inc
6,450$2580.0%CoreMediumBoston, MA2017-05-15
Manufacturers Life Insurance Company, the
4,028$1610.0%GARPMediumToronto, Australia2017-05-15
Sandy Spring Bank
4,000$1600.0%N/AN/AOlney, MD2017-05-11
Wells Fargo & Company
3,938$1570.0%CoreLowSan Francisco, CA2017-04-28
American International Group, Inc.
2,890$1160.0%Agg GrowthVery LowNew York, NY2017-05-10
Nationwide Fund Advisors
2,581$1030.0%ETFVery LowColumbus, OH2017-04-21
New York State Common Retirement Fund
1,501$600.0%IndexLowAlbany, NY2017-05-15
UBS Group AG
742$300.0%CoreMediumZurich, Switzerland2017-11-14
Royal Bank of Canada
714$280.0%CoreLowToronto, Australia2017-05-15
Legal & General Group Plc
704$280.0%IndexVery LowLondon, United Kingdom2017-05-12
Salem Investment Counselors Inc
606$240.0%GrowthVery LowWinston-Salem, NC2017-05-16
Ameritas Investment Partners, Inc.
366$150.0%CoreLowLincoln, NE2017-05-09
Plante Moran Financial Advisors, LLC
300$120.0%ETFVery LowSouthfield, MI2017-05-01
Bank of America Corp
292$120.0%CoreLowCharlotte, NC2017-05-15
Delta Asset Management LLC
200$80.0%ValueVery LowMemphis, TN2017-04-25
Citigroup Inc
61$20.0%CoreMediumNew York, NY2017-05-12
JPMorgan Chase & Co
51$20.0%GrowthMediumNew York, NY2017-05-10
Meeder Asset Management Inc
49$20.0%CoreHighDublin, OH2017-05-12
Barclays PLC
22$10.0%CoreMediumLondon, United Kingdom2017-05-15