Merit Medical Systems Inc
MMSI- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000856982
In the last 90 days, Merit Medical Systems Inc insiders filed 0 open-market purchases and 2 sales; 405 institutions reported holding it in 13F filings for Q2 2026, worth $4.35B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Merit Medical Systems Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 405
- +9 vs. Q1 2026
- Shares held
- 62.7M
- +3.27M (+5.5%) vs. Q1 2026
- Total value
- $4.35B
- +$250.4M (+6.1%) vs. Q1 2026
- New holders
- 65
- 185 more added
- Sold out
- 56
- 124 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MMSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 405 | $4.35B |
| Q1 2026 | 400 | $4.10B |
| Q4 2025 | 390 | $5.67B |
| Q3 2025 | 380 | $5.11B |
| Q2 2025 | 380 | $5.96B |
| Q1 2025 | 380 | $6.71B |
| Q4 2024 | 386 | $5.91B |
| Q3 2024 | 378 | $5.95B |
| Q2 2024 | 320 | $5.24B |
| Q1 2024 | 305 | $4.66B |
| Q4 2023 | 290 | $4.49B |
| Q3 2023 | 274 | $3.84B |
| Q2 2023 | 312 | $4.53B |
| Q1 2023 | 288 | $4.05B |
| Q4 2022 | 279 | $3.82B |
| Q3 2022 | 242 | $3.10B |
| Q2 2022 | 263 | $2.92B |
| Q1 2022 | 267 | $3.56B |
| Q4 2021 | 266 | $3.37B |
| Q3 2021 | 254 | $3.90B |
| Q2 2021 | 238 | $3.47B |
| Q1 2021 | 232 | $3.25B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,464,542 | $656.3M | 0.01% | +630,227+7.1% | Added |
| Vanguard Portfolio Management LLC | 3,473,833 | $240.9M | 0.01% | −49,255−1.4% | Reduced |
| Vanguard Capital Management LLC | 2,590,454 | $179.6M | 0.00% | −65,709−2.5% | Reduced |
| State Street Corp | 2,474,512 | $171.6M | 0.01% | +113,530+4.8% | Added |
| Conestoga Capital Advisors, LLC | 1,979,790 | $137.3M | 2.99% | −187,723−8.7% | Reduced |
| Geode Capital Management, LLC | 1,625,950 | $112.8M | 0.01% | +117,576+7.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,613,002 | $111.8M | 0.30% | −502,524−23.8% | Reduced |
| Dimensional Fund Advisors LP | 1,458,823 | $101.2M | 0.02% | +221,525+17.9% | Added |
| Nomura Asset Management International Inc. | 1,279,152 | $88.7M | 0.13% | +80,883+6.7% | Added |
| Congress Asset Management Co | 1,184,337 | $82.1M | 0.51% | +155,088+15.1% | Added |
| William Blair Investment Management, LLC | 1,137,790 | $78.9M | 0.24% | +360,296+46.3% | Added |
| Greenhouse Funds LLLP | 1,072,098 | $74.3M | 3.91% | −50,349−4.5% | Reduced |
| Citigroup Inc | 1,022,497 | $70.9M | 0.03% | −40,218−3.8% | Reduced |
| FMR LLC | 1,012,810 | $70.2M | 0.00% | +7,872+0.8% | Added |
| Westwood Holdings Group Inc. | 1,011,377 | $70.1M | 0.53% | +64,901+6.9% | Added |
| Morgan Stanley | 1,006,891 | $69.8M | 0.00% | −254,068−20.1% | Reduced |
| Neuberger Berman Group LLC | 1,002,168 | $69.5M | 0.05% | +996,617+17,953.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 978,617 | $67.9M | 0.61% | +264,536+37.0% | Added |
| Price T Rowe Associates Inc | 958,736 | $66.5M | 0.01% | +303,766+46.4% | Added |
| Citadel Advisors LLC | 909,863 | $63.1M | 0.04% | −52,921−5.5% | Reduced |
| Royal Bank of Canada | 826,944 | $57.3M | 0.01% | −94,386−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 743,937 | $51.6M | 0.01% | +68,488+10.1% | Added |
| Norges Bank | 711,160 | $49.3M | 0.00% | +711,160 | New |
| Northern Trust Corp | 709,267 | $49.2M | 0.01% | +27,419+4.0% | Added |
| Massachusetts Financial Services Co | 679,195 | $47.1M | 0.01% | +231,744+51.8% | Added |
| JPMorgan Chase & Co | 644,037 | $45.3M | 0.00% | +26,989+4.4% | Added |
| Nuveen, LLC | 594,794 | $41.2M | 0.01% | +48,660+8.9% | Added |
| Irenic Capital Management LP | 542,589 | $37.6M | 2.71% | +542,589 | New |
| Standard Life Aberdeen plc | 538,196 | $37.3M | 0.05% | +109,877+25.7% | Added |
| Bank of America Corp | 534,412 | $37.1M | 0.00% | −46,506−8.0% | Reduced |
| Wells Fargo & Company | 523,502 | $36.3M | 0.01% | +32,326+6.6% | Added |
| Goldman Sachs Group Inc | 508,223 | $35.2M | 0.00% | −139,571−21.5% | Reduced |
| UBS Group AG | 495,598 | $34.4M | 0.01% | +154,972+45.5% | Added |
| Manufacturers Life Insurance Company, The | 484,435 | $33.6M | 0.03% | +36,127+8.1% | Added |
| Fort Washington Investment Advisors Inc | 476,148 | $33.0M | 0.17% | +55,275+13.1% | Added |
| Oberweis Asset Management Inc | 473,409 | $32.8M | 0.68% | +49,200+11.6% | Added |
| Boston Trust Walden Corp | 472,856 | $32.8M | 0.25% | +195,647+70.6% | Added |
| Frontier Capital Management Co LLC | 468,540 | $32.5M | 0.30% | +37,922+8.8% | Added |
| AQR Capital Management LLC | 464,201 | $32.2M | 0.01% | +439,211+1,757.5% | Added |
| Nomura Holdings Inc | 440,736 | $30.6M | 0.13% | +15,431+3.6% | Added |
| Two Sigma Investments, LP | 434,687 | $30.1M | 0.02% | +323,620+291.4% | Added |
| Bank of New York Mellon Corp | 410,578 | $28.5M | 0.00% | +26,802+7.0% | Added |
| Champlain Investment Partners, LLC | 403,922 | $28.0M | 0.72% | +113,422+39.0% | Added |
| Vanguard Fiduciary Trust Co | 397,613 | $27.6M | 0.01% | −13,047−3.2% | Reduced |
| Principal Financial Group Inc | 350,627 | $24.3M | 0.01% | +3,879+1.1% | Added |
| Marshall Wace, LLP | 349,216 | $24.2M | 0.02% | −225,220−39.2% | Reduced |
| Aristotle Capital Boston, LLC | 316,536 | $21.9M | 1.47% | −61,044−16.2% | Reduced |
| SEI Investments Co | 296,546 | $20.6M | 0.02% | +68,002+29.8% | Added |
| Fifth Third Bancorp | 296,465 | $20.6M | 0.03% | −16,561−5.3% | Reduced |
| Envestnet Asset Management Inc | 281,386 | $19.5M | 0.00% | +16,642+6.3% | Added |
| Ameriprise Financial Inc | 276,817 | $19.2M | 0.00% | +25,879+10.3% | Added |
| Assenagon Asset Management S.A. | 270,762 | $18.8M | 0.01% | +64,860+31.5% | Added |
| Raymond James Financial Inc | 269,209 | $18.7M | 0.01% | −107,549−28.5% | Reduced |
| MetLife Investment Management | 257,369 | $17.8M | 0.08% | +225,329+703.3% | Added |
| SG Capital Management LLC | 243,504 | $16.9M | 1.53% | +243,504 | New |
| J. Goldman & Co LP | 242,787 | $16.8M | 0.59% | +242,787 | New |
| Silvercrest Asset Management Group LLC | 239,197 | $16.6M | 0.11% | −20,458−7.9% | Reduced |
| Public Sector Pension Investment Board | 208,889 | $14.5M | 0.04% | −7,180−3.3% | Reduced |
| Handelsbanken Fonder AB | 203,775 | $14.1M | 0.04% | −1,134−0.6% | Reduced |
| Point72 Asset Management, L.P. | 203,739 | $14.1M | 0.02% | −538,203−72.5% | Reduced |
| PFM Health Sciences, LP | 197,038 | $13.7M | 1.19% | +34,569+21.3% | Added |
| Rockefeller Capital Management L.P. | 196,374 | $13.6M | 0.02% | −54,400−21.7% | Reduced |
| D. E. Shaw & Co., Inc. | 189,664 | $13.2M | 0.01% | +55,508+41.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 186,372 | $12.9M | 0.02% | +62,044+49.9% | Added |
| Invesco Ltd. | 186,167 | $12.9M | 0.00% | +3,784+2.1% | Added |
| Walleye Capital LLC | 180,680 | $12.5M | 0.06% | +29,717+19.7% | Added |
| UBS Asset Management Americas Inc | 173,854 | $12.1M | 0.00% | +18,276+11.7% | Added |
| Man Group plc | 171,950 | $11.9M | 0.02% | −5,847−3.3% | Reduced |
| Balyasny Asset Management LLC | 161,785 | $11.2M | 0.02% | −158,874−49.5% | Reduced |
| Toroso Investments, LLC | 160,234 | $11.1M | 0.03% | −45,113−22.0% | Reduced |
| Winton Group Ltd | 147,589 | $10.2M | 0.33% | −11,194−7.0% | Reduced |
| Creative Planning | 146,939 | $10.2M | 0.01% | +71,818+95.6% | Added |
| Rhumbline Advisers | 145,921 | $10.1M | 0.01% | −13,616−8.5% | Reduced |
| Wellington Management Group LLP | 143,037 | $9.92M | 0.00% | −160,791−52.9% | Reduced |
| RMB Capital Management, LLC | 140,181 | $9.72M | 0.15% | −20,940−13.0% | Reduced |
| EULAV Asset Management | 138,000 | $9.57M | 0.31% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 137,231 | $9.52M | 0.01% | +30,779+28.9% | Added |
| Legal & General Group Plc | 136,606 | $9.47M | 0.00% | −72−0.1% | Reduced |
| Ranger Investment Management, L.P. | 130,447 | $9.05M | 0.57% | −8,978−6.4% | Reduced |
| Renaissance Technologies LLC | 125,412 | $8.70M | 0.01% | −188,800−60.1% | Reduced |
| Amundi | 124,789 | $8.65M | 0.00% | +12,690+11.3% | Added |
| Renaissance Group LLC | 121,170 | $8.40M | 0.34% | −1,381−1.1% | Reduced |
| Swiss National Bank | 119,700 | $8.30M | 0.00% | +2,500+2.1% | Added |
| American Capital Management Inc | 104,967 | $7.28M | 0.33% | −10,808−9.3% | Reduced |
| Impax Asset Management Group plc | 97,558 | $6.76M | 0.04% | −2,442−2.4% | Reduced |
| Deutsche Bank AG | 95,334 | $6.61M | 0.00% | +8,700+10.0% | Added |
| California Public Employees Retirement System | 94,172 | $6.53M | 0.00% | +722+0.8% | Added |
| American Century Companies Inc | 92,422 | $6.41M | 0.00% | +6,761+7.9% | Added |
| Panagora Asset Management Inc | 90,055 | $6.24M | 0.02% | +34,208+61.3% | Added |
| Arrowstreet Capital, Limited Partnership | 88,247 | $6.12M | 0.00% | +88,247 | New |
| Trillium Asset Management, LLC | 88,038 | $6.10M | 0.19% | +8,432+10.6% | Added |
| Bryn Mawr Trust Co | 85,282 | $5.91M | 0.13% | −1,374−1.6% | Reduced |
| King Luther Capital Management Corp | 83,198 | $5.77M | 0.02% | +15,835+23.5% | Added |
| Seizert Capital Partners, LLC | 79,476 | $5.51M | 0.23% | +52,737+197.2% | Added |
| New York State Teachers Retirement System | 78,446 | $5.44M | 0.01% | +7,562+10.7% | Added |
| Peak Retirement Planning, Inc. | 74,008 | $5.13M | 0.81% | +28,865+63.9% | Added |
| Barclays PLC | 71,908 | $4.99M | 0.00% | +10,648+17.4% | Added |
| Alliancebernstein L.P. | 70,911 | $4.89M | 0.00% | +6,917+10.8% | Added |
| Thrive Capital Management, LLC | 69,350 | $4.81M | 0.91% | +21,120+43.8% | Added |
| California State Teachers Retirement System | 67,525 | $4.68M | 0.00% | −1,980−2.8% | Reduced |