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Institutional investment manager
FIRST MERCHANTS CORP
CIK 0000712534
- Reported holdings value
- $3.05B
- Reported positions
- 361
- Report as of
- 2026-09-30
- Filed on
- 2026-10-15
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| 100001999 FMPW INST MONEY 100001999 | CASH EQUIVALENTS Share · SH | 446,738,983 | $446.74M | 14.67% | +270,418,222 | +153.37% | Increased |
| VFIAX VANGUARD 500 INDEX A 922908710 | MUTUAL FUNDS Share · SH | 204,340 | $144.25M | 4.74% | -2,955 | -1.43% | Reduced |
| 31420B862 FED SH INTRM TTL BD 31420B862 | MUTUAL FUNDS Share · SH | 10,267,749 | $101.55M | 3.33% | +335,683 | +3.38% | Increased |
| 31428Q739 FED TTL RET BD CL R6 31428Q739 | MUTUAL FUNDS Share · SH | 10,438,281 | $94.05M | 3.09% | +439,685 | +4.40% | Increased |
| BSV VANGUARD SHORT TERM 921937827 | EQUITIES Share · SH | 889,927 | $67.99M | 2.23% | +18,112 | +2.08% | Increased |
| 922908645 VANGUARD MID-CAP AD 922908645 | MUTUAL FUNDS Share · SH | 166,001 | $64.49M | 2.12% | -6,524 | -3.78% | Reduced |
| AAPL APPLE INC 037833100 | EQUITIES Share · SH | 191,215 | $63.68M | 2.09% | -5,500 | -2.80% | Reduced |
| LLY LILLY ELI & CO, COM 532457108 | EQUITIES Share · SH | 53,117 | $61.46M | 2.02% | +2,689 | +5.33% | Increased |
| GOOGL ALPHABET CL A 02079K305 | EQUITIES Share · SH | 172,504 | $59.36M | 1.95% | -6,695 | -3.74% | Reduced |
| 808509376 SCHWAB FDMTL INTL LC 808509376 | MUTUAL FUNDS Share · SH | 3,232,900 | $53.5M | 1.76% | -223,922 | -6.48% | Reduced |
| MSFT MICROSOFT CORP 594918104 | EQUITIES Share · SH | 103,853 | $53.27M | 1.75% | +1,255 | +1.22% | Increased |
| AVGO BROADCOM INC NPV 11135F101 | EQUITIES Share · SH | 127,304 | $44.71M | 1.47% | -4,776 | -3.62% | Reduced |
| VOO VANGUARD S&P 500 ETF 922908363 | EQUITIES Share · SH | 62,786 | $44M | 1.44% | +135 | +0.22% | Increased |
| IYW TECH ISHARES ETF 464287721 | EQUITIES Share · SH | 160,352 | $42.48M | 1.39% | -1,519 | -0.94% | Reduced |
| 316071109 FIDELITY CONTRAFUND 316071109 | MUTUAL FUNDS Share · SH | 1,520,483 | $41.89M | 1.38% | +14,170 | +0.94% | Increased |
| 921921300 VANGUARD EQUITY 921921300 | MUTUAL FUNDS Share · SH | 410,465 | $40.41M | 1.33% | +6,148 | +1.52% | Increased |
| VGT VG INFO TECH ETF 92204A702 | EQUITIES Share · SH | 319,642 | $40.17M | 1.32% | -11,943 | -3.60% | Reduced |
| IVW S&P 500 GR ISHR 464287309 | EQUITIES Share · SH | 258,329 | $36.75M | 1.21% | +1,436 | +0.56% | Increased |
| NVDA NVIDIA CORP 67066G104 | EQUITIES Share · SH | 158,022 | $36.09M | 1.18% | -4,689 | -2.88% | Reduced |
| 665162467 NORTH ULT-SH FIX INC 665162467 | MUTUAL FUNDS Share · SH | 3,426,480 | $35.19M | 1.16% | -10,501 | -0.31% | Reduced |
| LRCX LAM RESEARCH 512807306 | EQUITIES Share · SH | 101,009 | $33.18M | 1.09% | -1,313 | -1.28% | Reduced |
| AMZN AMAZON 023135106 | EQUITIES Share · SH | 130,544 | $32.53M | 1.07% | -4,475 | -3.31% | Reduced |
| APH AMPHENOL CORPORATION 032095101 | EQUITIES Share · SH | 357,545 | $30.14M | 0.99% | +171,421 | +92.10% | Increased |
| AGG AGGREGATE BOND ISHR 464287226 | EQUITIES Share · SH | 309,358 | $29.25M | 0.96% | +3,821 | +1.25% | Increased |
| 00770X675 PZENA EMERGING MKT 00770X675 | MUTUAL FUNDS Share · SH | 1,686,430 | $28.8M | 0.95% | -7,869 | -0.46% | Reduced |
| JPM J P MORGAN CHASE 46625H100 | EQUITIES Share · SH | 84,561 | $27.98M | 0.92% | -2,353 | -2.71% | Reduced |
| 921937702 VANGUARD SHORT TERM 921937702 | MUTUAL FUNDS Share · SH | 2,757,740 | $27.55M | 0.90% | +5,722 | +0.21% | Increased |
| 47103C795 JANUS ENTERPRISE 47103C795 | MUTUAL FUNDS Share · SH | 186,576 | $27.27M | 0.90% | -6,517 | -3.38% | Reduced |
| 921910501 VANGUARD INTL GR ADM 921910501 | MUTUAL FUNDS Share · SH | 223,927 | $27.24M | 0.89% | -6,252 | -2.72% | Reduced |
| IJR S&P S/C 600 CR ISHR 464287804 | EQUITIES Share · SH | 198,098 | $26.95M | 0.88% | -7,589 | -3.69% | Reduced |
| 55273W475 MFS MIDCAP VALUE R6 55273W475 | MUTUAL FUNDS Share · SH | 725,523 | $24.74M | 0.81% | -25,407 | -3.38% | Reduced |
| V VISA 92826C839 | EQUITIES Share · SH | 66,272 | $23.81M | 0.78% | -2,830 | -4.10% | Reduced |
| 922908686 VANGUARD SMALLCAP AD 922908686 | MUTUAL FUNDS Share · SH | 174,390 | $23.77M | 0.78% | -8,746 | -4.78% | Reduced |
| AVUV AVANTIS US SMALL CAP 025072877 | EQUITIES Share · SH | 197,939 | $23.31M | 0.77% | +57 | +0.03% | Increased |
| BIV VAN INTER-TERM 921937819 | EQUITIES Share · SH | 302,029 | $22.01M | 0.72% | +10,143 | +3.47% | Increased |
| IVE S&P 500 VAL ISHR 464287408 | EQUITIES Share · SH | 90,386 | $20.63M | 0.68% | +1,237 | +1.39% | Increased |
| FRME FIRST MERCHANTS CORP 320817109 | EQUITIES Share · SH | 515,902 | $20.52M | 0.67% | -6,092 | -1.17% | Reduced |
| IEFA ISHARES TR CORE MSCI 46432F842 | EQUITIES Share · SH | 207,279 | $20.08M | 0.66% | +13,056 | +6.72% | Increased |
| 61756E461 MORGAN STANLEY INTL 61756E461 | MUTUAL FUNDS Share · SH | 731,448 | $19.6M | 0.64% | +900 | +0.12% | Increased |
| 922907878 VANGUARD TAX EXEMPT 922907878 | MUTUAL FUNDS Share · SH | 1,504,241 | $19.54M | 0.64% | -108,357 | -6.72% | Reduced |
| 922908660 VANGUARD GRW IND ADM 922908660 | MUTUAL FUNDS Share · SH | 65,303 | $18.17M | 0.60% | -751 | -1.14% | Reduced |
| META META PLATFORMS INC 30303M102 | EQUITIES Share · SH | 25,009 | $18.14M | 0.60% | +3,017 | +13.72% | Increased |
| 46141P834 WCM FOCUSED EMRG MKT 46141P834 | MUTUAL FUNDS Share · SH | 689,099 | $16.77M | 0.55% | -35,181 | -4.86% | Reduced |
| SYK STRYKER CORP 863667101 | EQUITIES Share · SH | 58,744 | $16.18M | 0.53% | -2,500 | -4.08% | Reduced |
| 461418444 WCM FOCUSED INTL GR 461418444 | MUTUAL FUNDS Share · SH | 563,719 | $15.5M | 0.51% | -46,404 | -7.61% | Reduced |
| 921937603 VANGUARD TOTAL BOND 921937603 | MUTUAL FUNDS Share · SH | 1,639,722 | $15.12M | 0.50% | +48,213 | +3.03% | Increased |
| ABBV ABBVIE 00287Y109 | EQUITIES Share · SH | 56,946 | $14.9M | 0.49% | -2,187 | -3.70% | Reduced |
| WMT WAL MART STORES INC 931142103 | EQUITIES Share · SH | 139,940 | $14.54M | 0.48% | -7,521 | -5.10% | Reduced |
| 922907886 VANGUARD LIMITED TAX 922907886 | MUTUAL FUNDS Share · SH | 1,261,478 | $13.46M | 0.44% | +94,403 | +8.09% | Increased |
| XLK TECHNOLOGY SEL ISH 81369Y803 | EQUITIES Share · SH | 67,763 | $13.26M | 0.44% | -669 | -0.98% | Reduced |
1–50 of 370 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-15. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.