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, Q3 2021
Institutional positions in Merit Medical Systems Inc as of Sep 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
- 254
- +19 vs. Q2 2021
- Shares held
- 54.3M
- +794.3K (+1.5%) vs. Q2 2021
- Total value
- $3.90B
- +$432.7M (+12.5%) vs. Q2 2021
- New holders
- 39
- 79 more added
- Sold out
- 20
- 85 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,524,888 | $540.3M | 0.02% | +29,676+0.4% | Added |
| Vanguard Group Inc | 5,668,960 | $407.0M | 0.01% | +40,087+0.7% | Added |
| ArrowMark Colorado Holdings LLC | 3,654,578 | $262.4M | 2.05% | −273,392−7.0% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 3,541,600 | $254.3M | 4.66% | −55,298−1.5% | Reduced |
| William Blair Investment Management, LLC | 3,382,662 | $242.9M | 0.68% | −54,656−1.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,392,992 | $171.8M | 2.38% | +38,525+1.6% | Added |
| State Street Corp | 1,855,565 | $133.2M | 0.01% | +17,139+0.9% | Added |
| Dimensional Fund Advisors LP | 1,663,400 | $119.4M | 0.04% | +1,606+0.1% | Added |
| Macquarie Group Ltd | 1,439,274 | $103.3M | 0.09% | +14,291+1.0% | Added |
| Aristotle Capital Boston, LLC | 1,310,293 | $94.1M | 2.21% | −5,108−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,047,987 | $75.2M | 0.02% | −1,592−0.2% | Reduced |
| Geode Capital Management, LLC | 871,265 | $62.6M | 0.01% | +3,418+0.4% | Added |
| Price T Rowe Associates Inc | 865,221 | $62.1M | 0.01% | −1,774−0.2% | Reduced |
| Westwood Holdings Group Inc. | 843,494 | $60.6M | 0.66% | −217,307−20.5% | Reduced |
| Loomis Sayles & Co L P | 811,817 | $58.3M | 0.07% | −12,596−1.5% | Reduced |
| Channing Capital Management, LLC | 797,376 | $57.3M | 1.78% | +574,150+257.2% | Added |
| Ameriprise Financial Inc | 724,943 | $52.1M | 0.02% | +61,465+9.3% | Added |
| Polar Capital Holdings Plc | 688,231 | $49.4M | 0.27% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 603,035 | $43.3M | 0.23% | −60.0% | Reduced |
| Northern Trust Corp | 589,912 | $42.4M | 0.01% | −23,764−3.9% | Reduced |
| Bank of New York Mellon Corp | 587,833 | $42.2M | 0.01% | +47,320+8.8% | Added |
| Royal Bank of Canada | 563,942 | $40.5M | 0.01% | −14,477−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 542,102 | $38.9M | 0.25% | +332,748+158.9% | Added |
| Charles Schwab Investment Management Inc | 496,248 | $35.6M | 0.01% | −17,513−3.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 472,218 | $33.9M | 1.17% | +86,729+22.5% | Added |
| Manufacturers Life Insurance Company, The | 467,234 | $33.5M | 0.03% | −50,048−9.7% | Reduced |
| Emerald Advisers, LLC | 449,787 | $32.3M | 1.17% | +80,586+21.8% | Added |
| Invesco Ltd. | 431,779 | $31.0M | 0.01% | −23,752−5.2% | Reduced |
| Bank of America Corp | 393,298 | $28.2M | 0.00% | +35,085+9.8% | Added |
| Nuveen Asset Management, LLC | 391,424 | $28.1M | 0.01% | −56,765−12.7% | Reduced |
| Principal Financial Group Inc | 366,902 | $26.3M | 0.02% | +5,207+1.4% | Added |
| Norges Bank | 366,115 | $26.3M | 0.01% | −34,791−8.7% | Reduced |
| D. E. Shaw & Co., Inc. | 356,757 | $25.6M | 0.03% | −47,346−11.7% | Reduced |
| Frontier Capital Management Co LLC | 325,498 | $23.4M | 0.18% | −8,857−2.6% | Reduced |
| Fisher Asset Management, LLC | 314,257 | $22.6M | 0.01% | +35,745+12.8% | Added |
| Glenmede Trust Co NA | 304,899 | $21.9M | 0.11% | −2,249−0.7% | Reduced |
| Bank of Montreal | 263,935 | $19.2M | 0.01% | +204,751+346.0% | Added |
| SEI Investments Co | 266,088 | $19.1M | 0.04% | −27,203−9.3% | Reduced |
| New York State Common Retirement Fund | 249,044 | $17.9M | 0.02% | +161,340+184.0% | Added |
| Comerica Bank | 246,214 | $17.8M | 0.11% | +18,864+8.3% | Added |
| American Capital Management Inc | 244,455 | $17.6M | 0.47% | −2,120−0.9% | Reduced |
| Morgan Stanley | 237,013 | $17.0M | 0.00% | −1,442−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 229,643 | $16.5M | 0.01% | +34,833+17.9% | Added |
| Prudential Financial Inc | 223,443 | $16.0M | 0.02% | +75,430+51.0% | Added |
| Wells Fargo & Company | 203,021 | $14.6M | 0.00% | −12,943−6.0% | Reduced |
| Ziegler Capital Management, LLC | 190,826 | $13.7M | 0.50% | +130,155+214.5% | Added |
| Ami Asset Management Corp | 165,452 | $11.9M | 0.59% | +6,682+4.2% | Added |
| WCM Investment Management, LLC | 161,176 | $11.6M | 0.03% | −48,557−23.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 155,772 | $11.2M | 0.14% | −12,187−7.3% | Reduced |
| Legal & General Group Plc | 142,702 | $10.2M | 0.00% | +12,498+9.6% | Added |
| 13D Management LLC | 136,045 | $9.77M | 3.63% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 134,873 | $9.68M | 0.07% | +3,435+2.6% | Added |
| Bryn Mawr Trust Co | 125,872 | $9.04M | 0.35% | −1,697−1.3% | Reduced |
| Rhumbline Advisers | 123,158 | $8.84M | 0.01% | −17,716−12.6% | Reduced |
| Swiss National Bank | 111,300 | $7.99M | 0.01% | +1,100+1.0% | Added |
| Public Sector Pension Investment Board | 102,327 | $7.35M | 0.04% | +1,630+1.6% | Added |
| Point72 Asset Management, L.P. | 100,499 | $7.22M | 0.03% | +94,399+1,547.5% | Added |
| JPMorgan Chase & Co | 89,737 | $6.44M | 0.00% | +16,641+22.8% | Added |
| Crestline Management, LP | 82,593 | $5.93M | 0.56% | +82,593 | New |
| Panagora Asset Management Inc | 82,421 | $5.92M | 0.03% | +2,106+2.6% | Added |
| Millennium Management LLC | 81,153 | $5.83M | 0.01% | −123,444−60.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 79,953 | $5.74M | 0.01% | −29,926−27.2% | Reduced |
| New York State Teachers Retirement System | 76,412 | $5.49M | 0.01% | +100+0.1% | Added |
| Alliancebernstein L.P. | 76,114 | $5.46M | 0.00% | −12,330−13.9% | Reduced |
| Victory Capital Management Inc | 73,184 | $5.25M | 0.01% | −1,697−2.3% | Reduced |
| Raymond James & Associates | 69,137 | $4.96M | 0.00% | −7,657−10.0% | Reduced |
| California State Teachers Retirement System | 68,872 | $4.95M | 0.01% | −1,876−2.7% | Reduced |
| UBS Asset Management Americas Inc | 66,699 | $4.79M | 0.00% | +9,513+16.6% | Added |
| Public Employees Retirement System of Ohio | 61,354 | $4.41M | 0.02% | −5,808−8.6% | Reduced |
| Man Group plc | 59,840 | $4.30M | 0.02% | +2,146+3.7% | Added |
| Balyasny Asset Management LLC | 56,639 | $4.07M | 0.02% | −208,232−78.6% | Reduced |
| State of Wisconsin Investment Board | 55,900 | $4.01M | 0.01% | +55,900 | New |
| Bridgewater Associates, LP | 52,222 | $3.75M | 0.02% | −4,484−7.9% | Reduced |
| Martingale Asset Management L P | 49,635 | $3.56M | 0.05% | +22,683+84.2% | Added |
| BNP Paribas Arbitrage, SA | 49,055 | $3.52M | 0.01% | +31,650+181.8% | Added |
| Renaissance Technologies LLC | 49,012 | $3.52M | 0.00% | +26,200+114.9% | Added |
| Barclays PLC | 47,598 | $3.42M | 0.00% | +20,626+76.5% | Added |
| Calamos Advisors LLC | 47,532 | $3.41M | 0.02% | +47,532 | New |
| Ensign Peak Advisors, Inc | 46,720 | $3.35M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 43,319 | $3.13M | 0.01% | +811+1.9% | Added |
| Martin & Co Inc | 43,381 | $3.12M | 0.73% | +680+1.6% | Added |
| Capital Impact Advisors, LLC | 43,373 | $3.11M | 1.23% | −4,342−9.1% | Reduced |
| Credit Suisse AG | 42,930 | $3.08M | 0.00% | −5,631−11.6% | Reduced |
| Thrivent Financial for Lutherans | 40,936 | $2.94M | 0.01% | +652+1.6% | Added |
| State of New Jersey Common Pension Fund D | 38,531 | $2.77M | 0.01% | −2,552−6.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,399 | $2.76M | 0.03% | +583+1.5% | Added |
| Gyon Technologies Capital Management, LP | 37,736 | $2.71M | 0.73% | +6,206+19.7% | Added |
| Texas Permanent School Fund | 37,463 | $2.69M | 0.03% | +740+2.0% | Added |
| Susquehanna Fundamental Investments, LLC | 36,912 | $2.65M | 0.05% | +18,367+99.0% | Added |
| State of Alaska, Department of Revenue | 36,860 | $2.65M | 0.03% | +2,764+8.1% | Added |
| Envestnet Asset Management Inc | 36,265 | $2.60M | 0.00% | +2,455+7.3% | Added |
| HighTower Advisors, LLC | 35,288 | $2.53M | 0.01% | −112−0.3% | Reduced |
| First Trust Advisors LP | 34,719 | $2.49M | 0.00% | +5,253+17.8% | Added |
| Millrace Asset Group, Inc. | 34,601 | $2.48M | 1.55% | −10,227−22.8% | Reduced |
| Deutsche Bank AG | 34,510 | $2.48M | 0.00% | −912−2.6% | Reduced |
| SG Americas Securities, LLC | 33,878 | $2.43M | 0.01% | +31,533+1,344.7% | Added |
| Voya Investment Management LLC | 33,599 | $2.41M | 0.00% | +69+0.2% | Added |
| Citigroup Inc | 32,705 | $2.35M | 0.00% | −9,317−22.2% | Reduced |
| Walthausen & Co., LLC | 32,267 | $2.32M | 0.59% | −4,780−12.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 32,246 | $2.31M | 0.21% | +32,246 | New |