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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 8,056 | $578.0K | 0.00% | +1,503+22.9% | Added |
| Public Employees Retirement Association of Colorado | 8,229 | $591.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,400 | $603.0K | 0.00% | −23,016−73.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,686 | $624.0K | 0.02% | +8,386+2,795.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,300 | $740.0K | 0.00% | +10,300 | New |
| Marshall Wace North America L.P. | 10,679 | $766.0K | 0.00% | +10,679 | New |
| Twinbeech Capital LP | 10,818 | $777.0K | 0.05% | +10,818 | New |
| Crossmark Global Holdings, Inc. | 10,872 | $781.0K | 0.02% | −300−2.7% | Reduced |
| Stifel Financial Corp | 10,938 | $786.0K | 0.00% | +1,421+14.9% | Added |
| Baird Financial Group, Inc. | 11,022 | $791.0K | 0.00% | +11,022 | New |
| Handelsbanken Fonder AB | 11,209 | $805.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11,325 | $813.0K | 0.12% | +11,325 | New |
| Wakefield Asset Management LLLP | 11,441 | $821.0K | 0.31% | −278−2.4% | Reduced |
| US Bancorp | 11,539 | $828.0K | 0.00% | −1,160−9.1% | Reduced |
| Zions Bancorporation, N.A. | 11,790 | $847.0K | 0.09% | +1,200+11.3% | Added |
| Versor Investments LP | 11,941 | $857.0K | 0.03% | +3,800+46.7% | Added |
| LPL Financial LLC | 12,597 | $907.0K | 0.00% | +1,302+11.5% | Added |
| Great Lakes Advisors, LLC | 13,470 | $967.0K | 0.02% | +13,470 | New |
| Metropolitan Life Insurance Co | 13,474 | $967.4K | 0.01% | −650−4.6% | Reduced |
| Arizona State Retirement System | 13,728 | $986.0K | 0.01% | +139+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 13,806 | $991.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,156 | $1.02M | 0.04% | −4,885−25.7% | Reduced |
| Federated Hermes, Inc. | 14,699 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 15,196 | $1.09M | 0.01% | −1,797−10.6% | Reduced |
| Hillsdale Investment Management Inc. | 15,500 | $1.11M | 0.09% | +15,500 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,875 | $1.14M | 0.01% | −13,493−45.9% | Reduced |
| BBVA USA | 15,892 | $1.14M | 0.07% | −2,107−11.7% | Reduced |
| Acadian Asset Management LLC | 16,110 | $1.15M | 0.00% | +14,983+1,329.5% | Added |
| Jackson Creek Investment Advisors LLC | 16,088 | $1.16M | 0.43% | +16,088 | New |
| M&T Bank Corp | 17,298 | $1.24M | 0.01% | +17+0.1% | Added |
| Shell Asset Management Co | 17,951 | $1.29M | 0.03% | −780−4.2% | Reduced |
| Edgestream Partners, L.P. | 18,086 | $1.30M | 0.08% | +9,015+99.4% | Added |
| MetLife Investment Management | 18,450 | $1.32M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,393 | $1.39M | 0.01% | −9,000−31.7% | Reduced |
| Oregon Public Employees Retirement Fund | 19,998 | $1.44M | 0.02% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 19,927 | $1.45M | 0.04% | +19,927 | New |
| Natixis Advisors, L.P. | 20,524 | $1.47M | 0.01% | +688+3.5% | Added |
| STRS Ohio | 21,200 | $1.52M | 0.01% | −1,900−8.2% | Reduced |
| ClariVest Asset Management LLC | 21,228 | $1.52M | 0.05% | −796−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 21,921 | $1.57M | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 23,994 | $1.72M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,400 | $1.75M | 0.04% | +2,200+9.9% | Added |
| Massachusetts Financial Services Co | 24,804 | $1.78M | 0.00% | −326−1.3% | Reduced |
| AQR Capital Management LLC | 26,167 | $1.88M | 0.00% | +1,355+5.5% | Added |
| Amalgamated Bank | 26,420 | $1.90M | 0.02% | −70−0.3% | Reduced |
| Citadel Advisors LLC | 26,598 | $1.91M | 0.00% | +4,180+18.6% | Added |
| Russell Investments Group, Ltd. | 27,139 | $1.95M | 0.00% | +13,233+95.2% | Added |
| Chartwell Investment Partners, LLC | 27,781 | $2.00M | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 28,351 | $2.04M | 0.01% | +28,351 | New |
| Redwood Investment Management, LLC | 28,925 | $2.08M | 0.30% | +1,043+3.7% | Added |
| State of Tennessee, Treasury Department | 29,907 | $2.15M | 0.01% | −1,682−5.3% | Reduced |
| American International Group, Inc. | 32,161 | $2.31M | 0.01% | −990−3.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 32,246 | $2.31M | 0.21% | +32,246 | New |
| Walthausen & Co., LLC | 32,267 | $2.32M | 0.59% | −4,780−12.9% | Reduced |
| Citigroup Inc | 32,705 | $2.35M | 0.00% | −9,317−22.2% | Reduced |
| Voya Investment Management LLC | 33,599 | $2.41M | 0.00% | +69+0.2% | Added |
| SG Americas Securities, LLC | 33,878 | $2.43M | 0.01% | +31,533+1,344.7% | Added |
| Deutsche Bank AG | 34,510 | $2.48M | 0.00% | −912−2.6% | Reduced |
| Millrace Asset Group, Inc. | 34,601 | $2.48M | 1.55% | −10,227−22.8% | Reduced |
| First Trust Advisors LP | 34,719 | $2.49M | 0.00% | +5,253+17.8% | Added |
| HighTower Advisors, LLC | 35,288 | $2.53M | 0.01% | −112−0.3% | Reduced |
| Envestnet Asset Management Inc | 36,265 | $2.60M | 0.00% | +2,455+7.3% | Added |
| State of Alaska, Department of Revenue | 36,860 | $2.65M | 0.03% | +2,764+8.1% | Added |
| Susquehanna Fundamental Investments, LLC | 36,912 | $2.65M | 0.05% | +18,367+99.0% | Added |
| Texas Permanent School Fund | 37,463 | $2.69M | 0.03% | +740+2.0% | Added |
| Gyon Technologies Capital Management, LP | 37,736 | $2.71M | 0.73% | +6,206+19.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,399 | $2.76M | 0.03% | +583+1.5% | Added |
| State of New Jersey Common Pension Fund D | 38,531 | $2.77M | 0.01% | −2,552−6.2% | Reduced |
| Thrivent Financial for Lutherans | 40,936 | $2.94M | 0.01% | +652+1.6% | Added |
| Credit Suisse AG | 42,930 | $3.08M | 0.00% | −5,631−11.6% | Reduced |
| Capital Impact Advisors, LLC | 43,373 | $3.11M | 1.23% | −4,342−9.1% | Reduced |
| Martin & Co Inc | 43,381 | $3.12M | 0.73% | +680+1.6% | Added |
| Great West Life Assurance Co | 43,319 | $3.13M | 0.01% | +811+1.9% | Added |
| Ensign Peak Advisors, Inc | 46,720 | $3.35M | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 47,532 | $3.41M | 0.02% | +47,532 | New |
| Barclays PLC | 47,598 | $3.42M | 0.00% | +20,626+76.5% | Added |
| Renaissance Technologies LLC | 49,012 | $3.52M | 0.00% | +26,200+114.9% | Added |
| BNP Paribas Arbitrage, SA | 49,055 | $3.52M | 0.01% | +31,650+181.8% | Added |
| Martingale Asset Management L P | 49,635 | $3.56M | 0.05% | +22,683+84.2% | Added |
| Bridgewater Associates, LP | 52,222 | $3.75M | 0.02% | −4,484−7.9% | Reduced |
| State of Wisconsin Investment Board | 55,900 | $4.01M | 0.01% | +55,900 | New |
| Balyasny Asset Management LLC | 56,639 | $4.07M | 0.02% | −208,232−78.6% | Reduced |
| Man Group plc | 59,840 | $4.30M | 0.02% | +2,146+3.7% | Added |
| Public Employees Retirement System of Ohio | 61,354 | $4.41M | 0.02% | −5,808−8.6% | Reduced |
| UBS Asset Management Americas Inc | 66,699 | $4.79M | 0.00% | +9,513+16.6% | Added |
| California State Teachers Retirement System | 68,872 | $4.95M | 0.01% | −1,876−2.7% | Reduced |
| Raymond James & Associates | 69,137 | $4.96M | 0.00% | −7,657−10.0% | Reduced |
| Victory Capital Management Inc | 73,184 | $5.25M | 0.01% | −1,697−2.3% | Reduced |
| Alliancebernstein L.P. | 76,114 | $5.46M | 0.00% | −12,330−13.9% | Reduced |
| New York State Teachers Retirement System | 76,412 | $5.49M | 0.01% | +100+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 79,953 | $5.74M | 0.01% | −29,926−27.2% | Reduced |
| Millennium Management LLC | 81,153 | $5.83M | 0.01% | −123,444−60.3% | Reduced |
| Panagora Asset Management Inc | 82,421 | $5.92M | 0.03% | +2,106+2.6% | Added |
| Crestline Management, LP | 82,593 | $5.93M | 0.56% | +82,593 | New |
| JPMorgan Chase & Co | 89,737 | $6.44M | 0.00% | +16,641+22.8% | Added |
| Point72 Asset Management, L.P. | 100,499 | $7.22M | 0.03% | +94,399+1,547.5% | Added |
| Public Sector Pension Investment Board | 102,327 | $7.35M | 0.04% | +1,630+1.6% | Added |
| Swiss National Bank | 111,300 | $7.99M | 0.01% | +1,100+1.0% | Added |
| Rhumbline Advisers | 123,158 | $8.84M | 0.01% | −17,716−12.6% | Reduced |