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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 836 | $54.0K | 0.00% | −17−2.0% | Reduced |
| Valley National Advisers Inc | 595 | $38.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 558 | $36.0K | 0.00% | +558 | New |
| Marquette Asset Management, LLC | 397 | $26.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 396 | $26.0K | 0.01% | +396 | New |
| Private Capital Group, LLC | 351 | $23.0K | 0.01% | +40+12.9% | Added |
| Sageworth Trust Co | 320 | $21.0K | 0.00% | +320 | New |
| Exchange Traded Concepts, LLC | 300 | $19.0K | 0.00% | +300 | New |
| Ellevest, Inc. | 237 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Heritage Wealth Management, LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 118 | $8.00K | 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Exane Derivatives | 6 | $376 | 0.00% | 00.0% | Unchanged |
| Mackay Shields LLC | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,947−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,262−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,086−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,634−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −4,329−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |