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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,896 | $0 | 0.00% | +83+4.6% | Added |
| Exane Derivatives | 6 | $431 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Meeder Asset Management Inc | 25 | $2.00K | 0.00% | −3,944−99.4% | Reduced |
| Carroll Financial Associates, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $2.00K | 0.00% | +9+56.3% | Added |
| Evoke Wealth, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 36 | $3.00K | 0.00% | +36 | New |
| American Portfolios Advisors | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 57 | $4.00K | 0.00% | −18−24.0% | Reduced |
| Signaturefd, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 129 | $9.00K | 0.00% | +11+9.3% | Added |
| Bessemer Group Inc | 119 | $9.00K | 0.00% | +119 | New |
| Heritage Wealth Management, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 145 | $10.0K | 0.00% | +145 | New |
| Parkside Financial Bank & Trust | 155 | $11.0K | 0.00% | +1+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 166 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 207 | $15.0K | 0.00% | +33+19.0% | Added |
| Ellevest, Inc. | 237 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 243 | $17.0K | 0.00% | +168+224.0% | Added |
| Sageworth Trust Co | 320 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 352 | $25.0K | 0.01% | +1+0.3% | Added |
| Marquette Asset Management, LLC | 397 | $29.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 430 | $31.0K | 0.00% | +430 | New |
| IndexIQ Advisors LLC | 502 | $36.0K | 0.00% | −56−10.0% | Reduced |
| UBS Group AG | 582 | $42.0K | 0.00% | −2,225−79.3% | Reduced |
| Valley National Advisers Inc | 595 | $43.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 688 | $50.0K | 0.00% | +688 | New |
| First Horizon Advisors, Inc. | 836 | $59.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 835 | $60.0K | 0.00% | +686+460.4% | Added |
| Sutton Wealth Advisors Inc. | 862 | $61.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 940 | $67.0K | 0.00% | +63+7.2% | Added |
| Harbor Investment Advisory, LLC | 1,286 | $92.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,366 | $98.0K | 0.01% | −94−6.4% | Reduced |
| Eagle Bay Advisors LLC | 1,408 | $102.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,797 | $129.0K | 0.00% | +108+6.4% | Added |
| Nisa Investment Advisors, LLC | 2,800 | $201.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,838 | $204.0K | 0.07% | +2,838 | New |
| KBC Group NV | 2,893 | $208.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,900 | $208.0K | 0.02% | +2,900 | New |
| Winton Group Ltd | 2,909 | $209.0K | 0.01% | +2,909 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,943 | $211.0K | 0.00% | +2,943 | New |
| Eqis Capital Management, Inc. | 3,006 | $216.0K | 0.02% | +3,006 | New |
| Diversified Trust Co | 3,033 | $218.0K | 0.01% | +3,033 | New |
| Guggenheim Capital LLC | 3,055 | $219.0K | 0.00% | −2,808−47.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,127 | $225.0K | 0.01% | +1,446+86.0% | Added |
| Shelton Capital Management | 3,169 | $228.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 3,237 | $232.0K | 0.00% | −2−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 3,236 | $232.0K | 0.00% | +3,236 | New |
| CWM Advisors, LLC | 3,234 | $232.0K | 0.03% | +3,234 | New |
| 6 Meridian | 3,264 | $234.0K | 0.02% | +3,264 | New |
| Pictet Asset Management SA | 3,400 | $244.0K | 0.00% | +3,400 | New |
| O'Shaughnessy Asset Management, LLC | 3,456 | $249.0K | 0.01% | +845+32.4% | Added |
| Caxton Associates LP | 3,648 | $262.0K | 0.04% | +3,648 | New |
| Captrust Financial Advisors | 3,675 | $264.0K | 0.00% | −357−8.9% | Reduced |
| Mackenzie Financial Corp | 3,670 | $264.0K | 0.00% | +3,670 | New |
| The PNC Financial Services Group, Inc. | 3,809 | $273.0K | 0.00% | −248−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,900 | $280.0K | 0.02% | −500−11.4% | Reduced |
| SkyView Investment Advisors, LLC | 3,915 | $281.0K | 0.08% | +3,915 | New |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $287.0K | 0.11% | −100−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,025 | $289.0K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 4,400 | $316.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,522 | $325.0K | 0.12% | −14−0.3% | Reduced |
| Quantitative Investment Management, LLC | 4,629 | $332.0K | 0.03% | −125−2.6% | Reduced |
| Cim Investment Mangement Inc | 4,722 | $339.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,920 | $353.0K | 0.01% | −512−9.4% | Reduced |
| Janus Henderson Group PLC | 5,055 | $363.0K | 0.00% | +5,055 | New |
| HRT Financial LP | 5,314 | $381.0K | 0.00% | −30,917−85.3% | Reduced |
| Jane Street Group, LLC | 5,345 | $384.0K | 0.00% | −1,633−23.4% | Reduced |
| Franklin Resources Inc | 5,453 | $391.0K | 0.00% | +1,153+26.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,741 | $412.0K | 0.00% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 5,883 | $422.0K | 0.35% | −8,935−60.3% | Reduced |
| Qube Research & Technologies Ltd | 6,077 | $436.0K | 0.01% | +6,077 | New |
| Trexquant Investment LP | 6,135 | $440.0K | 0.03% | −384−5.9% | Reduced |
| Engineers Gate Manager LP | 6,213 | $446.0K | 0.03% | +6,213 | New |
| Quantbot Technologies LP | 6,278 | $450.0K | 0.03% | +6,278 | New |
| Raymond James Financial Services Advisors, Inc. | 6,407 | $460.0K | 0.00% | −190−2.9% | Reduced |
| Jupiter Asset Management Ltd | 6,422 | $461.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,485 | $469.0K | 0.00% | −587−8.3% | Reduced |
| Henshaw Capital LLC | 6,572 | $471.9K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 6,613 | $475.0K | 0.00% | +818+14.1% | Added |
| Mutual of America Capital Management LLC | 6,753 | $485.0K | 0.00% | −252−3.6% | Reduced |
| Qtron Investments LLC | 6,805 | $489.0K | 0.13% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,876 | $494.0K | 0.02% | −74−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 7,000 | $503.0K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,600 | $546.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,818 | $561.0K | 0.00% | +7,818 | New |
| ProShare Advisors LLC | 7,886 | $566.0K | 0.00% | −6,770−46.2% | Reduced |
| Everence Capital Management Inc | 8,020 | $576.0K | 0.05% | 00.0% | Unchanged |