First Merchants Corporation
US ˙ NasdaqGS ˙ US3208171096

SecurityFRME / First Merchants Corporation
InstitutionUBS Group AG
Latest Disclosed Ownership131,851 shares
Latest Disclosed Value $ 5,106,590
UBS Group AG reports 20.20% decrease in ownership of FRME / First Merchants Corporation

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 131,851 shares of First Merchants Corporation (US:FRME) valued at $5,106,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 165,218 shares of First Merchants Corporation. This represents a change in shares of -20.20% during the quarter. The current value of the position is $5,264,810 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F FIRST MERCHANTS COM 320817109 131,851 -33,367 -20.20 5,107 -17.54 0.0001
2026-01-29 2025-12-31 13F FIRST MERCHANTS COM 320817109 165,218 42,222 34.33 6,192 33.56 0.0010
2025-11-13 2025-09-30 13F FIRST MERCHANTS COM 320817109 122,996 -31,363 -20.32 4,637 -21.57 0.0007
2025-08-14 2025-06-30 13F FIRST MERCHANTS COM 320817109 154,359 46,406 42.99 5,912 35.42 0.0010
2025-05-13 2025-03-31 13F FIRST MERCHANTS COM 320817109 107,953 29,336 37.32 4,366 39.19 0.0008
2025-02-14 2024-12-31 13F FIRST MERCHANTS COM 320817109 78,617 23,906 43.70 3,136 54.10 0.0006
2024-11-14 2024-09-30 13F FIRST MERCHANTS COM 320817109 54,711 -676 -1.22 2,035 10.42 0.0004
2024-08-14 2024-06-30 13F FIRST MERCHANTS COM 320817109 55,387 -29,549 -34.79 1,844 -37.82 0.0005
2024-05-13 2024-03-31 13F FIRST MERCHANTS COM 320817109 84,936 -9,552 -10.11 2,964 -15.39 0.0007
2024-02-09 2023-12-31 13F FIRST MERCHANTS COM 320817109 94,488 41,163 77.19 3,504 136.21 0.0010
2023-11-09 2023-09-30 13F FIRST MERCHANTS COM 320817109 53,325 12,912 31.95 1,484 30.09 0.0005
2023-08-11 2023-06-30 13F FIRST MERCHANTS COM 320817109 40,413 4,217 11.65 1,141 -4.36 0.0004
2023-05-12 2023-03-31 13F FIRST MERCHANTS COM 320817109 36,196 6,552 22.10 1,193 -2.13 0.0004
2023-02-08 2022-12-31 13F FIRST MERCHANTS COM 320817109 29,644 11,057 59.49 1,219 69.40 0.0005
2022-11-10 2022-09-30 13F FIRST MERCHANTS COM 320817109 18,587 -4,251 -18.61 719 -11.67 0.0003
2022-08-10 2022-06-30 13F FIRST MERCHANTS COM 320817109 22,838 -17,760 -43.75 814 -51.78 0.0003
2022-05-16 2022-03-31 13F FIRST MERCHANTS COM 320817109 40,598 -12,415 -23.42 1,688 -24.00 0.0006
2022-02-14 2021-12-31 13F FIRST MERCHANTS COM 320817109 53,013 26,714 101.58 2,221 101.91 0.0006
2021-11-15 2021-09-30 13F FIRST MERCHANTS COM 320817109 26,299 -18,376 -41.13 1,100 -40.89 0.0003
2021-08-13 2021-06-30 13F FIRST MERCHANTS COM 320817109 44,675 5,768 14.83 1,861 2.82 0.0006
2021-05-12 2021-03-31 13F FIRST MERCHANTS COM 320817109 38,907 12,110 45.19 1,810 80.46 0.0006
2021-02-11 2020-12-31 13F FIRST MERCHANTS COM 320817109 26,797 -1,556 -5.49 1,003 52.90 0.0003
2020-11-12 2020-09-30 13F FIRST MERCHANTS COM 320817109 28,353 -9,614 -25.32 656 -37.34 0.0002
2020-07-31 2020-06-30 13F FIRST MERCHANTS COM 320817109 37,967 -2,570 -6.34 1,047 -2.51 0.0004
2020-05-01 2020-03-31 13F FIRST MERCHANTS COM 320817109 40,537 -34,470 -45.96 1,074 -65.57 0.0005
2020-02-14 2019-12-31 13F FIRST MERCHANTS COM 320817109 75,007 11,441 18.00 3,119 30.34 0.0011
2019-11-14 2019-09-30 13F FIRST MERCHANTS COM 320817109 63,566 -68,646 -51.92 2,393 -52.25 0.0009
2019-08-14 2019-06-30 13F FIRST MERCHANTS COM 320817109 132,212 13,577 11.44 5,011 14.62 0.0019
2019-05-14 2019-03-31 13F FIRST MERCHANTS COM 320817109 118,635 84,058 243.10 4,372 268.95 0.0018
2019-02-14 2018-12-31 13F FIRST MERCHANTS COM 320817109 34,577 3,557 11.47 1,185 -15.05 0.0005
2018-11-14 2018-09-30 13F FIRST MERCHANTS COM 320817109 31,020 14,649 89.48 1,395 83.55 0.0006
2018-08-14 2018-06-30 13F FIRST MERCHANTS COM 320817109 16,371 2,128 14.94 760 27.95 0.0003
2018-05-15 2018-03-31 13F FIRST MERCHANTS COM 320817109 14,243 5,063 55.15 594 53.89 0.0003
2018-02-14 2017-12-31 13F FIRST MERCHANTS COM 320817109 9,180 -4,103 -30.89 386 -32.28 0.0002
2017-11-14 2017-09-30 13F FIRST MERCHANTS COM 320817109 13,283 12,069 994.15 570 1,063.27 0.0003
2017-11-14 2017-06-30 13F/A-1 FIRST MERCHANTS COM 320817109 1,214 -3,410 -73.75 49 -73.08 0.0000
2017-08-14 2017-06-30 13F FIRST MERCHANTS COM 320817109 1,214 -3,410 49
2017-11-14 2017-03-31 13F/A-1 FIRST MERCHANTS COM 320817109 4,624 -5,176 -52.82 182 -50.68 0.0001
2017-05-12 2017-03-31 13F FIRST MERCHANTS COM 320817109 4,624 -5,176 182
2017-02-14 2016-12-31 13F FIRST MERCHANTS COM 320817109 9,800 6,699 216.03 369 344.58 0.0002
2016-11-14 2016-09-30 13F FIRST MERCHANTS COM 320817109 3,101 1,602 106.87 83 124.32 0.0000
2016-08-12 2016-06-30 13F FIRST MERCHANTS COM 320817109 1,499 0 0.00 37 5.71 0.0000
2016-05-12 2016-03-31 13F FIRST MERCHANTS COM 320817109 1,499 -1,432 -48.86 35 -52.70 0.0000
2016-02-16 2015-12-31 13F FIRST MERCHANTS COM 320817109 2,931 -913 -23.75 74 -26.73 0.0000
2015-11-13 2015-09-30 13F FIRST MERCHANTS COM 320817109 3,844 2,102 120.67 101 129.55 0.0001
2015-08-14 2015-06-30 13F FIRST MERCHANTS COM 320817109 1,742 356 25.69 44 33.33 0.0000
2015-05-14 2015-03-31 13F FIRST MERCHANTS COM 320817109 1,386 -1,112 -44.52 33 -42.11 0.0000
2015-02-17 2014-12-31 13F FIRST MERCHANTS COM 320817109 2,498 2,498 57 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.