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, Q2 2021
Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
- 238
- +7 vs. Q1 2021
- Shares held
- 53.5M
- −693.2K (−1.3%) vs. Q1 2021
- Total value
- $3.47B
- +$220.1M (+6.8%) vs. Q1 2021
- New holders
- 30
- 80 more added
- Sold out
- 23
- 83 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $4.34B |
| Q1 2026 | 400 | $4.10B |
| Q4 2025 | 390 | $5.48B |
| Q3 2025 | 379 | $5.04B |
| Q2 2025 | 380 | $5.86B |
| Q1 2025 | 380 | $6.67B |
| Q4 2024 | 386 | $5.90B |
| Q3 2024 | 378 | $5.90B |
| Q2 2024 | 320 | $5.21B |
| Q1 2024 | 305 | $4.47B |
| Q4 2023 | 289 | $4.37B |
| Q3 2023 | 274 | $3.84B |
| Q2 2023 | 312 | $4.53B |
| Q1 2023 | 288 | $4.03B |
| Q4 2022 | 279 | $3.82B |
| Q3 2022 | 242 | $3.10B |
| Q2 2022 | 263 | $2.92B |
| Q1 2022 | 267 | $3.56B |
| Q4 2021 | 266 | $3.36B |
| Q3 2021 | 254 | $3.90B |
| Q2 2021 | 238 | $3.47B |
| Q1 2021 | 232 | $3.25B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,495,212 | $484.6M | 0.01% | −326,921−4.2% | Reduced |
| Vanguard Group Inc | 5,628,873 | $364.0M | 0.01% | +8,082+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 3,927,970 | $254.0M | 1.91% | −370,783−8.6% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 3,596,898 | $232.6M | 4.57% | −141,889−3.8% | Reduced |
| William Blair Investment Management, LLC | 3,437,318 | $222.3M | 0.70% | −39,611−1.1% | Reduced |
| Conestoga Capital Advisors, LLC | 2,354,467 | $152.2M | 2.20% | +23,030+1.0% | Added |
| State Street Corp | 1,838,426 | $118.9M | 0.01% | −46,607−2.5% | Reduced |
| Dimensional Fund Advisors LP | 1,661,794 | $107.5M | 0.03% | +88,635+5.6% | Added |
| Macquarie Group Ltd | 1,424,983 | $92.1M | 0.08% | +26,057+1.9% | Added |
| Aristotle Capital Boston, LLC | 1,315,401 | $85.1M | 1.95% | −76,850−5.5% | Reduced |
| Westwood Holdings Group Inc. | 1,060,801 | $68.6M | 0.69% | +61,539+6.2% | Added |
| Goldman Sachs Group Inc | 1,049,579 | $67.9M | 0.02% | +462,477+78.8% | Added |
| Geode Capital Management, LLC | 867,847 | $56.1M | 0.01% | +4,298+0.5% | Added |
| Price T Rowe Associates Inc | 866,995 | $56.1M | 0.01% | +28,638+3.4% | Added |
| Loomis Sayles & Co L P | 824,413 | $53.3M | 0.06% | +65,046+8.6% | Added |
| Polar Capital Holdings Plc | 688,231 | $44.5M | 0.24% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 663,478 | $42.9M | 0.01% | +57,303+9.5% | Added |
| Northern Trust Corp | 613,676 | $39.7M | 0.01% | −45,038−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 603,041 | $39.0M | 0.22% | −59,833−9.0% | Reduced |
| Royal Bank of Canada | 578,419 | $37.4M | 0.01% | −18,358−3.1% | Reduced |
| Bank of New York Mellon Corp | 540,513 | $34.9M | 0.01% | +1,523+0.3% | Added |
| Manufacturers Life Insurance Company, The | 517,282 | $33.4M | 0.03% | +45,243+9.6% | Added |
| Charles Schwab Investment Management Inc | 513,761 | $33.2M | 0.01% | +8,018+1.6% | Added |
| Invesco Ltd. | 455,531 | $29.5M | 0.01% | +134,059+41.7% | Added |
| Nuveen Asset Management, LLC | 448,189 | $29.0M | 0.01% | +6,850+1.6% | Added |
| D. E. Shaw & Co., Inc. | 404,103 | $26.1M | 0.03% | −72,065−15.1% | Reduced |
| Norges Bank | 400,906 | $25.9M | 0.01% | −22,869−5.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 385,489 | $24.9M | 0.82% | +194,407+101.7% | Added |
| Emerald Advisers, LLC | 369,201 | $23.9M | 0.87% | +83,840+29.4% | Added |
| Principal Financial Group Inc | 361,695 | $23.4M | 0.02% | +969+0.3% | Added |
| Bank of America Corp | 358,213 | $23.2M | 0.00% | −3,944−1.1% | Reduced |
| Frontier Capital Management Co LLC | 334,355 | $21.6M | 0.16% | +7,431+2.3% | Added |
| Glenmede Trust Co NA | 307,148 | $19.9M | 0.10% | −1,002−0.3% | Reduced |
| SEI Investments Co | 293,291 | $19.0M | 0.04% | −3,062−1.0% | Reduced |
| Fisher Asset Management, LLC | 278,512 | $18.0M | 0.01% | +3,908+1.4% | Added |
| Balyasny Asset Management LLC | 264,871 | $17.1M | 0.09% | +62,233+30.7% | Added |
| Nuance Investments, LLC | 258,732 | $16.7M | 0.30% | −673,181−72.2% | Reduced |
| American Capital Management Inc | 246,575 | $15.9M | 0.45% | 00.0% | Unchanged |
| Comerica Bank | 227,350 | $15.5M | 0.09% | +3,954+1.8% | Added |
| Morgan Stanley | 238,455 | $15.4M | 0.00% | +113,956+91.5% | Added |
| Channing Capital Management, LLC | 223,226 | $14.4M | 0.48% | +223,226 | New |
| Wells Fargo & Company | 215,964 | $14.0M | 0.00% | +7,922+3.8% | Added |
| WCM Investment Management, LLC | 209,733 | $13.6M | 0.03% | +8,191+4.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 209,354 | $13.5M | 0.09% | −7,795−3.6% | Reduced |
| Millennium Management LLC | 204,597 | $13.2M | 0.02% | +204,597 | New |
| Parametric Portfolio Associates LLC | 194,810 | $12.6M | 0.01% | −1,649−0.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 167,959 | $10.9M | 0.13% | −19,089−10.2% | Reduced |
| Ami Asset Management Corp | 158,770 | $10.3M | 0.51% | +1,462+0.9% | Added |
| Ziegler Capital Management, LLC | 60,671 | $9.78M | 0.33% | −53,605−46.9% | Reduced |
| Prudential Financial Inc | 148,013 | $9.57M | 0.01% | +34,503+30.4% | Added |
| Rhumbline Advisers | 140,874 | $9.11M | 0.01% | −3,569−2.5% | Reduced |
| 13D Management LLC | 136,045 | $8.80M | 3.03% | −1,600−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 131,438 | $8.50M | 0.06% | −19,793−13.1% | Reduced |
| Legal & General Group Plc | 130,204 | $8.42M | 0.00% | −32,746−20.1% | Reduced |
| Bryn Mawr Trust Co | 127,569 | $8.25M | 0.31% | −866−0.7% | Reduced |
| Swiss National Bank | 110,200 | $7.13M | 0.00% | −4,100−3.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 109,879 | $7.11M | 0.01% | +38,200+53.3% | Added |
| Public Sector Pension Investment Board | 100,697 | $6.51M | 0.04% | −90−0.1% | Reduced |
| Alliancebernstein L.P. | 88,444 | $5.72M | 0.00% | −4,773−5.1% | Reduced |
| New York State Common Retirement Fund | 87,704 | $5.67M | 0.01% | +39,604+82.3% | Added |
| Panagora Asset Management Inc | 80,315 | $5.19M | 0.03% | +80,315 | New |
| Raymond James & Associates | 76,794 | $4.97M | 0.00% | −45,876−37.4% | Reduced |
| New York State Teachers Retirement System | 76,312 | $4.93M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 74,881 | $4.84M | 0.00% | −16,075−17.7% | Reduced |
| JPMorgan Chase & Co | 73,096 | $4.73M | 0.00% | −12,166−14.3% | Reduced |
| California State Teachers Retirement System | 70,748 | $4.58M | 0.01% | −10,947−13.4% | Reduced |
| Public Employees Retirement System of Ohio | 67,162 | $4.34M | 0.02% | −411−0.6% | Reduced |
| Two Sigma Advisers, LP | 66,765 | $4.32M | 0.01% | −26,300−28.3% | Reduced |
| Bank of Montreal | 59,184 | $3.82M | 0.00% | +3,156+5.6% | Added |
| Man Group plc | 57,694 | $3.73M | 0.01% | +23,653+69.5% | Added |
| UBS Asset Management Americas Inc | 57,186 | $3.70M | 0.00% | +2,314+4.2% | Added |
| Bridgewater Associates, LP | 56,706 | $3.67M | 0.02% | +56,706 | New |
| Credit Suisse AG | 48,561 | $3.14M | 0.00% | +4,199+9.5% | Added |
| Capital Impact Advisors, LLC | 47,715 | $3.08M | 1.00% | −20,000−29.5% | Reduced |
| Ensign Peak Advisors, Inc | 46,720 | $3.02M | 0.01% | 00.0% | Unchanged |
| Millrace Asset Group, Inc. | 44,828 | $2.90M | 1.51% | +7,908+21.4% | Added |
| Martin & Co Inc | 42,701 | $2.76M | 0.69% | −2,004−4.5% | Reduced |
| Great West Life Assurance Co | 42,508 | $2.75M | 0.01% | +147+0.3% | Added |
| Citigroup Inc | 42,022 | $2.72M | 0.00% | +21,576+105.5% | Added |
| State of New Jersey Common Pension Fund D | 41,083 | $2.66M | 0.01% | +1,004+2.5% | Added |
| Thrivent Financial for Lutherans | 40,284 | $2.60M | 0.01% | +25+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,816 | $2.44M | 0.03% | +21+0.1% | Added |
| Walthausen & Co., LLC | 37,047 | $2.40M | 0.53% | −2,960−7.4% | Reduced |
| Texas Permanent School Fund | 36,723 | $2.38M | 0.03% | +109+0.3% | Added |
| HRT Financial LP | 36,231 | $2.34M | 0.02% | +8,496+30.6% | Added |
| Deutsche Bank AG | 35,422 | $2.29M | 0.00% | −4,450−11.2% | Reduced |
| HighTower Advisors, LLC | 35,400 | $2.29M | 0.01% | −74−0.2% | Reduced |
| State of Alaska, Department of Revenue | 34,096 | $2.20M | 0.02% | +916+2.8% | Added |
| Envestnet Asset Management Inc | 33,810 | $2.19M | 0.00% | +3,548+11.7% | Added |
| Voya Investment Management LLC | 33,530 | $2.17M | 0.00% | −3,356−9.1% | Reduced |
| American International Group, Inc. | 33,151 | $2.14M | 0.01% | −2,498−7.0% | Reduced |
| State of Tennessee, Treasury Department | 31,589 | $2.04M | 0.01% | −494−1.5% | Reduced |
| Gyon Technologies Capital Management, LP | 31,530 | $2.04M | 0.67% | −5,561−15.0% | Reduced |
| Squarepoint Ops LLC | 31,416 | $2.03M | 0.01% | +9,800+45.3% | Added |
| First Trust Advisors LP | 29,466 | $1.91M | 0.00% | −17,253−36.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,368 | $1.90M | 0.02% | +474+1.6% | Added |
| Altrinsic Global Advisors LLC | 29,202 | $1.89M | 0.06% | −10,000−25.5% | Reduced |
| AE Wealth Management LLC | 28,393 | $1.84M | 0.02% | −3,000−9.6% | Reduced |
| Redwood Investment Management, LLC | 27,882 | $1.80M | 0.29% | +3,584+14.8% | Added |
| Chartwell Investment Partners, LLC | 27,781 | $1.80M | 0.05% | +4,274+18.2% | Added |