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 |
|---|---|---|---|---|---|
| Barclays PLC | 26,972 | $1.74M | 0.00% | −45,191−62.6% | Reduced |
| Martingale Asset Management L P | 26,952 | $1.74M | 0.02% | +16,813+165.8% | Added |
| California Public Employees Retirement System | 26,872 | $1.74M | 0.00% | −83,109−75.6% | Reduced |
| Amalgamated Bank | 26,490 | $1.71M | 0.01% | +18,350+225.4% | Added |
| Two Sigma Investments, LP | 25,301 | $1.64M | 0.00% | −54,757−68.4% | Reduced |
| Massachusetts Financial Services Co | 25,130 | $1.63M | 0.00% | −527,966−95.5% | Reduced |
| AQR Capital Management LLC | 24,812 | $1.60M | 0.00% | −611−2.4% | Reduced |
| Blair William & Co | 23,994 | $1.55M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 23,100 | $1.49M | 0.01% | +3,500+17.9% | Added |
| Ergoteles LLC | 22,970 | $1.49M | 0.03% | +22,970 | New |
| Renaissance Technologies LLC | 22,812 | $1.48M | 0.00% | +22,812 | New |
| Citadel Advisors LLC | 22,418 | $1.45M | 0.00% | −8,906−28.4% | Reduced |
| Louisiana State Employees Retirement System | 22,200 | $1.44M | 0.03% | −100−0.4% | Reduced |
| ClariVest Asset Management LLC | 22,024 | $1.42M | 0.05% | +49+0.2% | Added |
| State Board of Administration of Florida Retirement System | 21,921 | $1.42M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,098 | $1.30M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 19,836 | $1.28M | 0.01% | +1,235+6.6% | Added |
| Gotham Asset Management, LLC | 19,041 | $1.23M | 0.05% | +5,347+39.0% | Added |
| Shell Asset Management Co | 18,731 | $1.21M | 0.02% | +1,010+5.7% | Added |
| Susquehanna Fundamental Investments, LLC | 18,545 | $1.20M | 0.02% | −29,980−61.8% | Reduced |
| MetLife Investment Management | 18,450 | $1.19M | 0.01% | −3,158−14.6% | Reduced |
| BBVA USA | 17,999 | $1.16M | 0.06% | +17,999 | New |
| BNP Paribas Arbitrage, SA | 17,405 | $1.13M | 0.00% | +7,837+81.9% | Added |
| M&T Bank Corp | 17,281 | $1.12M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,993 | $1.10M | 0.01% | +16,993 | New |
| Alphasimplex Group, LLC | 14,818 | $958.0K | 0.48% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 14,699 | $950.0K | 0.00% | −4,232−22.4% | Reduced |
| ProShare Advisors LLC | 14,656 | $948.0K | 0.00% | −1,268−8.0% | Reduced |
| Metropolitan Life Insurance Co | 14,124 | $913.3K | 0.01% | −602−4.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $905.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13,906 | $897.0K | 0.00% | −3,102−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,806 | $893.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,589 | $879.0K | 0.01% | −964−6.6% | Reduced |
| US Bancorp | 12,699 | $821.0K | 0.00% | −811−6.0% | Reduced |
| Wakefield Asset Management LLLP | 11,719 | $758.0K | 0.29% | +25+0.2% | Added |
| LPL Financial LLC | 11,295 | $730.0K | 0.00% | +1,486+15.1% | Added |
| Handelsbanken Fonder AB | 11,209 | $725.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,172 | $722.0K | 0.02% | −10−0.1% | Reduced |
| Zions Bancorporation, N.A. | 10,590 | $685.0K | 0.07% | +1,369+14.8% | Added |
| CIBC Private Wealth Group, LLC | 10,091 | $652.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,517 | $615.0K | 0.00% | +2,350+32.8% | Added |
| Edgestream Partners, L.P. | 9,071 | $587.0K | 0.03% | +9,071 | New |
| Public Employees Retirement Association of Colorado | 8,229 | $532.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 8,141 | $526.0K | 0.02% | −160−1.9% | Reduced |
| Everence Capital Management Inc | 8,020 | $519.0K | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,600 | $491.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,072 | $456.0K | 0.00% | +3,320+88.5% | Added |
| 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 |
| Jane Street Group, LLC | 6,978 | $451.0K | 0.00% | −1,984−22.1% | Reduced |
| 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 |
| Qtron Investments LLC | 6,805 | $440.0K | 0.11% | +3,295+93.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,597 | $427.0K | 0.00% | +8+0.1% | Added |
| Henshaw Capital LLC | 6,572 | $424.9K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,553 | $424.0K | 0.00% | +978+17.5% | Added |
| Trexquant Investment LP | 6,519 | $422.0K | 0.04% | +6,519 | New |
| Jupiter Asset Management Ltd | 6,422 | $415.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 6,100 | $394.0K | 0.00% | +6,100 | New |
| Guggenheim Capital LLC | 5,863 | $379.0K | 0.00% | −1,663−22.1% | Reduced |
| American Century Companies Inc | 5,795 | $375.0K | 0.00% | +1,601+38.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,741 | $371.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,681 | $367.0K | 0.01% | +5,681 | New |
| Profund Advisors LLC | 5,432 | $351.0K | 0.01% | +86+1.6% | Added |
| AlphaCrest Capital Management LLC | 5,368 | $347.0K | 0.01% | −1,473−21.5% | Reduced |
| FORA Capital, LLC | 5,273 | $341.0K | 0.06% | +5,273 | New |
| Paloma Partners Management Co | 5,205 | $336.0K | 0.01% | +5,205 | New |
| Quantitative Investment Management, LLC | 4,754 | $307.0K | 0.03% | +4,754 | New |
| Cim Investment Mangement Inc | 4,722 | $305.0K | 0.09% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,536 | $293.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Franklin Resources Inc | 4,300 | $278.0K | 0.00% | +146+3.5% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,100 | $265.0K | 0.10% | −200−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,057 | $263.0K | 0.00% | +105+2.7% | Added |
| Captrust Financial Advisors | 4,032 | $261.0K | 0.00% | −1,674−29.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,025 | $260.0K | 0.01% | −513−11.3% | Reduced |
| Meeder Asset Management Inc | 3,969 | $257.0K | 0.01% | +3,962+56,600.0% | Added |
| Oberweis Asset Management Inc | 3,500 | $226.0K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 3,400 | $220.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 3,239 | $209.0K | 0.00% | +3,239 | New |
| Virtu Financial LLC | 3,216 | $208.0K | 0.02% | +3,216 | New |
| Shelton Capital Management | 3,169 | $205.0K | 0.01% | +3,169 | New |
| Cornerstone Investment Partners, LLC | 3,145 | $203.0K | 0.01% | +3,145 | New |
| Y-Intercept (Hong Kong) Ltd | 3,130 | $202.0K | 0.05% | +3,130 | New |
| KBC Group NV | 2,893 | $187.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| O'Shaughnessy Asset Management, LLC | 2,611 | $169.0K | 0.00% | +2,597+18,550.0% | Added |
| Group One Trading, L.P. | 2,500 | $162.0K | 0.00% | +1,940+346.4% | Added |
| SG Americas Securities, LLC | 2,345 | $152.0K | 0.00% | −3,110−57.0% | Reduced |
| Eaton Vance Management | 1,813 | $117.0K | 0.00% | +1,221+206.3% | Added |
| 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 |
| First Mercantile Trust Co | 1,460 | $94.0K | 0.01% | −81−5.3% | Reduced |
| Eagle Bay Advisors LLC | 1,408 | $93.0K | 0.07% | +1,408 | New |
| Harbor Investment Advisory, LLC | 1,286 | $83.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,127 | $73.0K | 0.00% | −2,085−64.9% | Reduced |
| Fifth Third Bancorp | 877 | $57.0K | 0.00% | −4−0.5% | Reduced |
| Sutton Wealth Advisors Inc. | 862 | $55.7K | 0.02% | 00.0% | Unchanged |