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 |
|---|---|---|---|---|---|
| Exane Derivatives | 6 | $376 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | −977−98.7% | Reduced |
| NEXT Financial Group, Inc | 13 | $1.00K | 0.00% | −100−88.5% | Reduced |
| CWM, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| PNC Managed Account Solutions, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Carroll Financial Associates, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Evoke Wealth, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 61 | $4.00K | 0.00% | +1+1.7% | Added |
| Gemmer Asset Management LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $4.00K | 0.00% | +63 | New |
| Fieldpoint Private Securities, LLC | 75 | $5.00K | 0.00% | −45−37.5% | Reduced |
| Howe & Rusling Inc | 75 | $5.00K | 0.00% | +13+21.0% | Added |
| Northwestern Mutual Wealth Management Co | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 118 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $10.0K | 0.00% | −18−10.3% | Reduced |
| Parkside Financial Bank & Trust | 154 | $10.0K | 0.00% | +11+7.7% | Added |
| TCI Wealth Advisors, Inc. | 162 | $10.0K | 0.00% | +14+9.5% | Added |
| FMR LLC | 149 | $10.0K | 0.00% | +24+19.2% | Added |
| Brown Brothers Harriman & Co | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 237 | $15.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 300 | $19.0K | 0.00% | +300 | New |
| Sageworth Trust Co | 320 | $21.0K | 0.00% | +320 | New |
| Private Capital Group, LLC | 351 | $23.0K | 0.01% | +40+12.9% | Added |
| Marquette Asset Management, LLC | 397 | $26.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 396 | $26.0K | 0.01% | +396 | New |
| IndexIQ Advisors LLC | 558 | $36.0K | 0.00% | +558 | New |
| Valley National Advisers Inc | 595 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 836 | $54.0K | 0.00% | −17−2.0% | Reduced |
| Sutton Wealth Advisors Inc. | 862 | $55.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 877 | $57.0K | 0.00% | −4−0.5% | Reduced |
| Acadian Asset Management LLC | 1,127 | $73.0K | 0.00% | −2,085−64.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,286 | $83.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,408 | $93.0K | 0.07% | +1,408 | New |
| First Mercantile Trust Co | 1,460 | $94.0K | 0.01% | −81−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,681 | $109.0K | 0.00% | −3,268−66.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,689 | $109.0K | 0.00% | +40+2.4% | Added |
| Eaton Vance Management | 1,813 | $117.0K | 0.00% | +1,221+206.3% | Added |
| SG Americas Securities, LLC | 2,345 | $152.0K | 0.00% | −3,110−57.0% | Reduced |
| Group One Trading, L.P. | 2,500 | $162.0K | 0.00% | +1,940+346.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,611 | $169.0K | 0.00% | +2,597+18,550.0% | Added |
| UBS Group AG | 2,807 | $181.0K | 0.00% | −30,457−91.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,800 | $181.0K | 0.00% | −2,370−45.8% | Reduced |
| KBC Group NV | 2,893 | $187.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,130 | $202.0K | 0.05% | +3,130 | New |
| Cornerstone Investment Partners, LLC | 3,145 | $203.0K | 0.01% | +3,145 | New |
| Shelton Capital Management | 3,169 | $205.0K | 0.01% | +3,169 | New |
| Virtu Financial LLC | 3,216 | $208.0K | 0.02% | +3,216 | New |
| Creative Planning | 3,239 | $209.0K | 0.00% | +3,239 | New |
| Pictet Asset Management Ltd | 3,400 | $220.0K | 0.00% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,500 | $226.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,969 | $257.0K | 0.01% | +3,962+56,600.0% | Added |
| Ameritas Investment Partners, Inc. | 4,025 | $260.0K | 0.01% | −513−11.3% | Reduced |
| Captrust Financial Advisors | 4,032 | $261.0K | 0.00% | −1,674−29.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,057 | $263.0K | 0.00% | +105+2.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,100 | $265.0K | 0.10% | −200−4.7% | Reduced |
| Franklin Resources Inc | 4,300 | $278.0K | 0.00% | +146+3.5% | Added |
| AXA S.A. | 4,400 | $285.0K | 0.00% | −4,000−47.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,400 | $285.0K | 0.03% | −400−8.3% | Reduced |
| Prudent Man Advisors, LLC | 4,536 | $293.0K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,722 | $305.0K | 0.09% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,754 | $307.0K | 0.03% | +4,754 | New |
| Paloma Partners Management Co | 5,205 | $336.0K | 0.01% | +5,205 | New |
| FORA Capital, LLC | 5,273 | $341.0K | 0.06% | +5,273 | New |
| AlphaCrest Capital Management LLC | 5,368 | $347.0K | 0.01% | −1,473−21.5% | Reduced |
| Profund Advisors LLC | 5,432 | $351.0K | 0.01% | +86+1.6% | Added |
| Walleye Trading LLC | 5,681 | $367.0K | 0.01% | +5,681 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,741 | $371.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 5,795 | $375.0K | 0.00% | +1,601+38.2% | Added |
| Guggenheim Capital LLC | 5,863 | $379.0K | 0.00% | −1,663−22.1% | Reduced |
| Point72 Asset Management, L.P. | 6,100 | $394.0K | 0.00% | +6,100 | New |
| Jupiter Asset Management Ltd | 6,422 | $415.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 6,519 | $422.0K | 0.04% | +6,519 | New |
| Teacher Retirement System of Texas | 6,553 | $424.0K | 0.00% | +978+17.5% | Added |
| Henshaw Capital LLC | 6,572 | $424.9K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,597 | $427.0K | 0.00% | +8+0.1% | Added |
| Qtron Investments LLC | 6,805 | $440.0K | 0.11% | +3,295+93.9% | Added |
| FDx Advisors, Inc. | 6,950 | $449.0K | 0.01% | +20+0.3% | Added |
| ExodusPoint Capital Management, LP | 6,944 | $449.0K | 0.01% | +6,944 | New |
| Jane Street Group, LLC | 6,978 | $451.0K | 0.00% | −1,984−22.1% | Reduced |
| Virginia Retirement Systems Et Al | 7,000 | $453.0K | 0.00% | −1,900−21.3% | Reduced |
| Mutual of America Capital Management LLC | 7,005 | $453.0K | 0.00% | +460+7.0% | Added |
| HSBC Holdings PLC | 7,072 | $456.0K | 0.00% | +3,320+88.5% | Added |
| South Dakota Investment Council | 7,600 | $491.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,020 | $519.0K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 8,141 | $526.0K | 0.02% | −160−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $532.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,071 | $587.0K | 0.03% | +9,071 | New |
| Stifel Financial Corp | 9,517 | $615.0K | 0.00% | +2,350+32.8% | Added |
| CIBC Private Wealth Group, LLC | 10,091 | $652.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10,590 | $685.0K | 0.07% | +1,369+14.8% | Added |