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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
Meeder Asset Management Inc7$00.00%––
Exane Derivatives6$3590.00%––
O'Shaughnessy Asset Management, LLC14$1.00K0.00%––
CWM, LLC22$1.00K0.00%––
Berman Capital Advisors, LLC27$1.00K0.00%––
International Assets Investment Management, LLC19$1.00K0.00%––
Carroll Financial Associates, Inc.37$2.00K0.00%––
BDO Wealth Advisors, LLC29$2.00K0.00%––
Geneos Wealth Management Inc.37$2.00K0.00%––
Meridian Wealth Partners, LLC36$2.00K0.00%––
American Portfolios Advisors50$2.99K0.00%––
Gemmer Asset Management LLC55$3.00K0.00%––
Evoke Wealth, LLC48$3.00K0.00%––
Sofos Investments, Inc.56$3.36K0.07%––
Howe & Rusling Inc62$4.00K0.00%––
Northwestern Mutual Wealth Management Co75$4.00K0.00%––
Plante Moran Financial Advisors, LLC69$4.00K0.00%––
Signaturefd, LLC60$4.00K0.00%––
Atwood & Palmer Inc88$5.00K0.00%––
Tarbox Family Office, Inc.92$6.00K0.00%––
FMR LLC125$7.00K0.00%––
NEXT Financial Group, Inc113$7.00K0.00%––
Quadrant Capital Group LLC118$7.00K0.00%––
Fieldpoint Private Securities, LLC120$7.00K0.00%––
Parkside Financial Bank & Trust143$9.00K0.00%––
TCI Wealth Advisors, Inc.148$9.00K0.00%––
Heritage Wealth Management, LLC143$9.00K0.01%––
Brown Brothers Harriman & Co166$10.0K0.00%––
Harbour Investments, Inc.172$10.0K0.00%––
Patriot Financial Group Insurance Agency, LLC174$10.0K0.00%––
Steward Partners Investment Advisory, LLC174$10.4K0.00%––
Ellevest, Inc.237$14.0K0.00%––
Private Capital Group, LLC311$19.0K0.00%––
Marquette Asset Management, LLC397$24.0K0.01%––
Group One Trading, L.P.560$34.0K0.00%––
Eaton Vance Management592$35.0K0.00%––
Valley National Advisers Inc595$36.0K0.01%––
First Horizon Advisors, Inc.853$51.0K0.00%––
Sutton Wealth Advisors Inc.862$51.6K0.02%––
Fifth Third Bancorp881$53.0K0.00%––
Versant Capital Management, Inc990$59.0K0.02%––
Morgan Dempsey Capital Management LLC1,243$74.0K0.02%––
Harbor Investment Advisory, LLC1,286$77.0K0.01%––
First Mercantile Trust Co1,541$92.0K0.01%––
Advisor Group Holdings, Inc.1,649$99.0K0.00%––
KBC Group NV2,893$173.0K0.00%––
Acadian Asset Management LLC3,212$192.0K0.00%––
Pictet Asset Management Ltd3,400$204.0K0.00%––
Oberweis Asset Management Inc3,500$210.0K0.04%––
Qtron Investments LLC3,510$210.0K0.06%––
Truist Financial Corp3,521$211.0K0.00%––
Eqis Capital Management, Inc.3,582$215.0K0.02%––
HSBC Holdings PLC3,752$225.0K0.00%––
The PNC Financial Services Group, Inc.3,952$236.0K0.00%––
Franklin Resources Inc4,154$249.0K0.00%––
American Century Companies Inc4,194$251.0K0.00%––
Shepherd Kaplan Krochuk, LLC4,300$257.0K0.10%––
LS Investment Advisors, LLC4,309$258.0K0.01%––
Mirae Asset Global Investments Co., Ltd.4,329$259.0K0.00%––
Ameritas Investment Partners, Inc.4,538$272.0K0.01%––
Prudent Man Advisors, LLC4,536$272.0K0.11%––
Cim Investment Mangement Inc4,722$283.0K0.09%––
Tokio Marine Asset Management Co Ltd4,800$287.0K0.03%––
Tower Research Capital LLC (TRC)4,949$296.0K0.00%––
Nisa Investment Advisors, LLC5,170$310.0K0.00%––
Jefferies Group LLC5,214$312.2K0.01%––
Profund Advisors LLC5,346$320.0K0.01%––
SG Americas Securities, LLC5,455$327.0K0.00%––
Soltis Investment Advisors LLC5,501$329.0K0.06%––
Teacher Retirement System of Texas5,575$334.0K0.00%––
Captrust Financial Advisors5,706$342.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,741$344.0K0.00%––
Canvas Wealth Advisors, LLC5,713$347.0K0.20%––
Oppenheimer & Co Inc6,000$359.0K0.01%––
Susquehanna International Group, LLP6,145$368.0K0.00%––
Jupiter Asset Management Ltd6,422$385.0K0.00%––
Mutual of America Capital Management LLC6,545$392.0K0.00%––
Henshaw Capital LLC6,572$393.5K0.03%––
Raymond James Financial Services Advisors, Inc.6,589$395.0K0.00%––
XTX Topco Ltd6,634$397.0K0.19%––
AlphaCrest Capital Management LLC6,841$410.0K0.02%––
FDx Advisors, Inc.6,930$415.0K0.02%––
Holocene Advisors, LP7,086$424.0K0.00%––
Stifel Financial Corp7,167$429.0K0.00%––
PEAK6 Investments LLC7,262$435.0K0.01%––
Guggenheim Capital LLC7,526$451.0K0.00%––
South Dakota Investment Council7,600$455.0K0.01%––
Globeflex Capital L P7,676$460.0K0.08%––
Everence Capital Management Inc8,020$480.0K0.04%––
Amalgamated Bank8,140$487.0K0.02%––
Public Employees Retirement Association of Colorado8,229$493.0K0.00%––
Versor Investments LP8,301$497.0K0.03%––
AXA S.A.8,400$503.0K0.00%––
Virginia Retirement Systems Et Al8,900$533.0K0.01%––
Jane Street Group, LLC8,962$537.0K0.00%––
Zions Bancorporation, N.A.9,221$552.0K0.06%––
BNP Paribas Arbitrage, SA9,568$572.9K0.00%––
LPL Financial LLC9,809$587.0K0.00%––
Summit Global Investments9,947$596.0K0.04%––
CIBC Private Wealth Group, LLC10,091$604.0K0.00%––