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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 $4.34B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Merit Medical Systems Inc as of Mar 31, 2021. 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
232
No complete 13F data for Q4 2020
Shares held
54.2M
No complete 13F data for Q4 2020
Total value
$3.25B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 232 institutions
Q1 2021: 232 institutionsQ2 2021: 238 institutionsQ3 2021: 254 institutionsQ4 2021: 266 institutionsQ1 2022: 267 institutionsQ2 2022: 263 institutionsQ3 2022: 242 institutionsQ4 2022: 279 institutionsQ1 2023: 288 institutionsQ2 2023: 312 institutionsQ3 2023: 274 institutionsQ4 2023: 289 institutionsQ1 2024: 305 institutionsQ2 2024: 320 institutionsQ3 2024: 378 institutionsQ4 2024: 386 institutionsQ1 2025: 380 institutionsQ2 2025: 380 institutionsQ3 2025: 379 institutionsQ4 2025: 390 institutionsQ1 2026: 400 institutionsQ2 2026: 405 institutions
Value heldQ1 2021: $3.25B
Q1 2021: $3.25BQ2 2021: $3.47BQ3 2021: $3.90BQ4 2021: $3.36BQ1 2022: $3.56BQ2 2022: $2.92BQ3 2022: $3.10BQ4 2022: $3.82BQ1 2023: $4.03BQ2 2023: $4.53BQ3 2023: $3.84BQ4 2023: $4.37BQ1 2024: $4.47BQ2 2024: $5.21BQ3 2024: $5.90BQ4 2024: $5.90BQ1 2025: $6.67BQ2 2025: $5.86BQ3 2025: $5.04BQ4 2025: $5.48BQ1 2026: $4.10BQ2 2026: $4.34B
Institutions holding MMSI and their total value by quarter
QuarterHoldersValue
Q2 2026405$4.34B
Q1 2026400$4.10B
Q4 2025390$5.48B
Q3 2025379$5.04B
Q2 2025380$5.86B
Q1 2025380$6.67B
Q4 2024386$5.90B
Q3 2024378$5.90B
Q2 2024320$5.21B
Q1 2024305$4.47B
Q4 2023289$4.37B
Q3 2023274$3.84B
Q2 2023312$4.53B
Q1 2023288$4.03B
Q4 2022279$3.82B
Q3 2022242$3.10B
Q2 2022263$2.92B
Q1 2022267$3.56B
Q4 2021266$3.36B
Q3 2021254$3.90B
Q2 2021238$3.47B
Q1 2021232$3.25B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MMSI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,822,133$468.4M0.01%––
Vanguard Group Inc5,620,791$336.6M0.01%––
ArrowMark Colorado Holdings LLC4,298,753$257.4M1.92%––
Starboard Value LPSuperinvestorStarboard Value3,738,787$223.9M4.78%––
William Blair Investment Management, LLC3,476,929$208.2M0.67%––
Conestoga Capital Advisors, LLC2,331,437$139.6M2.10%––
State Street Corp1,885,033$112.9M0.01%––
Dimensional Fund Advisors LP1,573,159$94.2M0.03%––
Macquarie Group Ltd1,398,926$83.8M0.12%––
Aristotle Capital Boston, LLC1,392,251$83.4M1.85%––
Westwood Holdings Group Inc.999,262$59.8M0.60%––
Nuance Investments, LLC931,913$55.8M1.04%––
Geode Capital Management, LLC863,549$51.7M0.01%––
Price T Rowe Associates Inc838,357$50.2M0.01%––
Loomis Sayles & Co L P759,367$45.5M0.06%––
Polar Capital Holdings Plc688,231$41.2M0.26%––
Rockefeller Capital Management L.P.662,874$39.7M0.27%––
Northern Trust Corp658,714$39.4M0.01%––
Ameriprise Financial Inc606,175$36.3M0.01%––
Royal Bank of Canada596,777$35.7M0.01%––
Goldman Sachs Group Inc587,102$35.2M0.01%––
Massachusetts Financial Services Co553,096$33.1M0.01%––
Bank of New York Mellon Corp538,990$32.3M0.01%––
Charles Schwab Investment Management Inc505,743$30.3M0.01%––
D. E. Shaw & Co., Inc.476,168$28.5M0.03%––
Manufacturers Life Insurance Company, The472,039$28.3M0.02%––
Nuveen Asset Management, LLC441,339$26.4M0.01%––
Norges Bank423,775$25.4M0.01%––
Bank of America Corp362,157$21.7M0.00%––
Principal Financial Group Inc360,726$21.6M0.02%––
Frontier Capital Management Co LLC326,924$19.6M0.15%––
Invesco Ltd.321,472$19.3M0.01%––
Glenmede Trust Co NA308,150$18.5M0.10%––
SEI Investments Co296,353$17.7M0.04%––
Emerald Advisers, LLC285,361$17.1M0.62%––
Fisher Asset Management, LLC274,604$16.4M0.01%––
American Capital Management Inc246,575$14.8M0.45%––
Comerica Bank223,396$14.3M0.09%––
Fuller & Thaler Asset Management, Inc.217,149$13.0M0.09%––
Wells Fargo & Company208,042$12.5M0.00%––
Balyasny Asset Management LLC202,638$12.1M0.07%––
WCM Investment Management, LLC201,542$12.1M0.03%––
Parametric Portfolio Associates LLC196,459$11.8M0.01%––
Emerald Mutual Fund Advisers Trust191,082$11.4M0.38%––
Rothschild & Co Asset Management US Inc.187,048$11.2M0.14%––
Legal & General Group Plc162,950$9.76M0.00%––
Ami Asset Management Corp157,308$9.42M0.49%––
Jacobs Levy Equity Management, Inc151,231$9.06M0.07%––
Rhumbline Advisers144,443$8.65M0.01%––
13D Management LLC137,645$8.24M3.05%––
Bryn Mawr Trust Co128,435$7.69M0.31%––
Morgan Stanley124,499$7.46M0.00%––
Raymond James & Associates122,670$7.34M0.01%––
Swiss National Bank114,300$6.84M0.00%––
Ziegler Capital Management, LLC114,276$6.84M0.22%––
Prudential Financial Inc113,510$6.80M0.01%––
California Public Employees Retirement System109,981$6.59M0.01%––
Public Sector Pension Investment Board100,787$6.04M0.04%––
Alliancebernstein L.P.93,217$5.58M0.00%––
Two Sigma Advisers, LP93,065$5.57M0.02%––
Victory Capital Management Inc90,956$5.45M0.01%––
JPMorgan Chase & Co85,262$5.10M0.00%––
California State Teachers Retirement System81,695$4.89M0.01%––
Two Sigma Investments, LP80,058$4.79M0.01%––
New York State Teachers Retirement System76,312$4.57M0.01%––
Barclays PLC72,163$4.32M0.00%––
Arrowstreet Capital, Limited Partnership71,679$4.29M0.01%––
Capital Impact Advisors, LLC67,715$4.05M1.42%––
Public Employees Retirement System of Ohio67,573$4.05M0.02%––
Bank of Montreal56,028$3.39M0.00%––
UBS Asset Management Americas Inc54,872$3.29M0.00%––
Susquehanna Fundamental Investments, LLC48,525$2.91M0.05%––
New York State Common Retirement Fund48,100$2.88M0.00%––
First Trust Advisors LP46,719$2.80M0.00%––
Ensign Peak Advisors, Inc46,720$2.80M0.01%––
Martin & Co Inc44,705$2.68M0.67%––
Credit Suisse AG44,362$2.66M0.00%––
Great West Life Assurance Co42,361$2.54M0.01%––
Thrivent Financial for Lutherans40,259$2.41M0.01%––
State of New Jersey Common Pension Fund D40,079$2.40M0.01%––
Walthausen & Co., LLC40,007$2.40M0.51%––
Deutsche Bank AG39,872$2.39M0.00%––
Altrinsic Global Advisors LLC39,202$2.35M0.07%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,795$2.26M0.03%––
Mackay Shields LLC37,100$2.22M0.02%––
Gyon Technologies Capital Management, LP37,091$2.22M0.97%––
Millrace Asset Group, Inc.36,920$2.21M1.19%––
Voya Investment Management LLC36,886$2.21M0.00%––
Texas Permanent School Fund36,614$2.19M0.03%––
American International Group, Inc.35,649$2.13M0.01%––
HighTower Advisors, LLC35,474$2.12M0.01%––
Man Group plc34,041$2.04M0.01%––
UBS Group AG33,264$1.99M0.00%––
State of Alaska, Department of Revenue33,180$1.99M0.02%––
State of Tennessee, Treasury Department32,083$1.92M0.01%––
AE Wealth Management LLC31,393$1.88M0.02%––
Citadel Advisors LLC31,324$1.88M0.00%––
Envestnet Asset Management Inc30,262$1.81M0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital28,894$1.73M0.02%––
HRT Financial LP27,735$1.66M0.02%––