Q3 2026 13F · SEC CIK 712534
First Merchants Corp
Bank & trustFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.0B
- Reported positions
- 357
- Top holdings a year, 3 yrs
- +17.1%
- Average holding period
- 3.4 yrs
First Merchants Corp is a bank & trust that reported 357 positions worth $3.0B in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Fmpw Inst Money (14.7%), Vanguard 500 Index A (VFIAX, 4.7%), Fed Sh Intrm Ttl Bd (SRBRX, 3.3%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 22.3% for the S&P 500.
First Merchants Corp holdings largest 50 of 357 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What First Merchants Corp bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- Fmpw Inst Money+153.4% shares
- APH Amphenol Corp+92.1% shares
- IEFA Ishares Tr+6.7% shares
- LLY Eli Lilly & Co+5.3% shares
Reduced
- WCMIX Wcm Focused Intl Gr-7.6% shares
- VWIUX Vanguard Tax Exempt-6.7% shares
- SFNNX Schwab Fdmtl Intl Lc-6.5% shares
- WMT Walmart Inc-5.1% shares
Left the top 50
- TJX Tjx Cos Inc Newwas 0.5%
- FTNT Fortinet Incwas 0.5%
- CB Chubb Limitedwas 0.5%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +7.0% /yr
- S&P 500 +11.7%
- 3 years
- +17.1% /yr
- S&P 500 +22.3%
- 5 years
- +9.5% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $3.0B | 357 |
| Q2 2026 | $2.8B | 356 |
| Q1 2026 | $2.6B | 354 |
| Q4 2025 | $2.7B | 365 |
| Q3 2025 | $2.7B | 368 |
| Q2 2025 | $2.6B | 366 |
| Q1 2025 | $2.5B | 375 |
| Q4 2024 | $2.6B | 399 |
| Q3 2024 | $2.6B | 399 |
| Q2 2024 | $2.5B | 375 |
| Q1 2024 | $1.3B | 215 |
| Q4 2023 | $1.2B | 211 |
Questions about First Merchants Corp's portfolio
What stocks does First Merchants Corp own?
First Merchants Corp's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 357 positions worth $3.0B. The largest are Fmpw Inst Money at 14.7%, Vanguard 500 Index A (VFIAX) at 4.7%, Fed Sh Intrm Ttl Bd (SRBRX) at 3.3%, Fed Ttl Ret Bd Cl R6 (FTRLX) at 3.1% and Vanguard Bd Index Fds (BSV) at 2.2%.
What did First Merchants Corp buy last quarter?
In Q3 2026, First Merchants Corp added Fmpw Inst Money (+153.4% shares), Amphenol Corp (APH) (+92.1% shares) and Ishares Tr (IEFA) (+6.7% shares), compared with its Q2 2026 filing.
What did First Merchants Corp sell last quarter?
In Q3 2026, First Merchants Corp cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Fortinet Inc (FTNT), cut from its top 50 Chubb Limited (CB), Wcm Focused Intl Gr (WCMIX) (-7.6% shares), Vanguard Tax Exempt (VWIUX) (-6.7% shares) and Schwab Fdmtl Intl Lc (SFNNX) (-6.5% shares), compared with its Q2 2026 filing.
How has First Merchants Corp's portfolio performed?
A portfolio copying First Merchants Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +7.0% against +11.7%. Over 5 years: +9.5% a year against +10.6%.
When is First Merchants Corp's next 13F filing due?
13F filings are due 45 days after each quarter ends. First Merchants Corp's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.