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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
Martingale Asset Management L P10,139$608.0K0.01%––
Mariner, LLC10,582$634.0K0.00%––
Crossmark Global Holdings, Inc.11,182$670.0K0.02%––
Handelsbanken Fonder AB11,209$671.0K0.00%––
Wakefield Asset Management LLLP11,694$700.0K0.28%––
US Bancorp13,510$809.0K0.00%––
Gotham Asset Management, LLC13,694$820.0K0.04%––
Teachers Retirement System of the State of Kentucky13,806$827.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund14,000$838.0K0.00%––
Arizona State Retirement System14,553$871.0K0.01%––
Marshall Wace, LLP14,637$877.0K0.00%––
Metropolitan Life Insurance Co14,726$881.8K0.01%––
Alphasimplex Group, LLC14,818$887.0K0.37%––
ProShare Advisors LLC15,924$954.0K0.00%––
Russell Investments Group, Ltd.17,008$1.02M0.00%––
M&T Bank Corp17,281$1.03M0.00%––
Shell Asset Management Co17,721$1.06M0.02%––
Natixis Advisors, L.P.18,601$1.11M0.01%––
Federated Hermes, Inc.18,931$1.13M0.00%––
BBVA USA Bancshares, Inc.19,156$1.15M0.05%––
STRS Ohio19,600$1.17M0.00%––
Oregon Public Employees Retirement Fund20,098$1.20M0.01%––
Citigroup Inc20,446$1.22M0.00%––
MetLife Investment Management21,608$1.29M0.01%––
Squarepoint Ops LLC21,616$1.29M0.01%––
State Board of Administration of Florida Retirement System21,921$1.31M0.00%––
ClariVest Asset Management LLC21,975$1.32M0.05%––
Louisiana State Employees Retirement System22,300$1.33M0.03%––
Chartwell Investment Partners, LLC23,507$1.41M0.04%––
Blair William & Co23,994$1.44M0.01%––
Redwood Investment Management, LLC24,298$1.46M0.28%––
AQR Capital Management LLC25,423$1.52M0.00%––
HRT Financial LP27,735$1.66M0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital28,894$1.73M0.02%––
Envestnet Asset Management Inc30,262$1.81M0.00%––
Citadel Advisors LLC31,324$1.88M0.00%––
AE Wealth Management LLC31,393$1.88M0.02%––
State of Tennessee, Treasury Department32,083$1.92M0.01%––
State of Alaska, Department of Revenue33,180$1.99M0.02%––
UBS Group AG33,264$1.99M0.00%––
Man Group plc34,041$2.04M0.01%––
HighTower Advisors, LLC35,474$2.12M0.01%––
American International Group, Inc.35,649$2.13M0.01%––
Texas Permanent School Fund36,614$2.19M0.03%––
Voya Investment Management LLC36,886$2.21M0.00%––
Millrace Asset Group, Inc.36,920$2.21M1.19%––
Gyon Technologies Capital Management, LP37,091$2.22M0.97%––
Mackay Shields LLC37,100$2.22M0.02%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,795$2.26M0.03%––
Altrinsic Global Advisors LLC39,202$2.35M0.07%––
Deutsche Bank AG39,872$2.39M0.00%––
Walthausen & Co., LLC40,007$2.40M0.51%––
State of New Jersey Common Pension Fund D40,079$2.40M0.01%––
Thrivent Financial for Lutherans40,259$2.41M0.01%––
Great West Life Assurance Co42,361$2.54M0.01%––
Credit Suisse AG44,362$2.66M0.00%––
Martin & Co Inc44,705$2.68M0.67%––
First Trust Advisors LP46,719$2.80M0.00%––
Ensign Peak Advisors, Inc46,720$2.80M0.01%––
New York State Common Retirement Fund48,100$2.88M0.00%––
Susquehanna Fundamental Investments, LLC48,525$2.91M0.05%––
UBS Asset Management Americas Inc54,872$3.29M0.00%––
Bank of Montreal56,028$3.39M0.00%––
Public Employees Retirement System of Ohio67,573$4.05M0.02%––
Capital Impact Advisors, LLC67,715$4.05M1.42%––
Arrowstreet Capital, Limited Partnership71,679$4.29M0.01%––
Barclays PLC72,163$4.32M0.00%––
New York State Teachers Retirement System76,312$4.57M0.01%––
Two Sigma Investments, LP80,058$4.79M0.01%––
California State Teachers Retirement System81,695$4.89M0.01%––
JPMorgan Chase & Co85,262$5.10M0.00%––
Victory Capital Management Inc90,956$5.45M0.01%––
Two Sigma Advisers, LP93,065$5.57M0.02%––
Alliancebernstein L.P.93,217$5.58M0.00%––
Public Sector Pension Investment Board100,787$6.04M0.04%––
California Public Employees Retirement System109,981$6.59M0.01%––
Prudential Financial Inc113,510$6.80M0.01%––
Ziegler Capital Management, LLC114,276$6.84M0.22%––
Swiss National Bank114,300$6.84M0.00%––
Raymond James & Associates122,670$7.34M0.01%––
Morgan Stanley124,499$7.46M0.00%––
Bryn Mawr Trust Co128,435$7.69M0.31%––
13D Management LLC137,645$8.24M3.05%––
Rhumbline Advisers144,443$8.65M0.01%––
Jacobs Levy Equity Management, Inc151,231$9.06M0.07%––
Ami Asset Management Corp157,308$9.42M0.49%––
Legal & General Group Plc162,950$9.76M0.00%––
Rothschild & Co Asset Management US Inc.187,048$11.2M0.14%––
Emerald Mutual Fund Advisers Trust191,082$11.4M0.38%––
Parametric Portfolio Associates LLC196,459$11.8M0.01%––
WCM Investment Management, LLC201,542$12.1M0.03%––
Balyasny Asset Management LLC202,638$12.1M0.07%––
Wells Fargo & Company208,042$12.5M0.00%––
Fuller & Thaler Asset Management, Inc.217,149$13.0M0.09%––
Comerica Bank223,396$14.3M0.09%––
American Capital Management Inc246,575$14.8M0.45%––
Fisher Asset Management, LLC274,604$16.4M0.01%––
Emerald Advisers, LLC285,361$17.1M0.62%––
SEI Investments Co296,353$17.7M0.04%––
Glenmede Trust Co NA308,150$18.5M0.10%––