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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 125,872 | $9.04M | 0.35% | −1,697−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 134,873 | $9.68M | 0.07% | +3,435+2.6% | Added |
| 13D Management LLC | 136,045 | $9.77M | 3.63% | 00.0% | Unchanged |
| Legal & General Group Plc | 142,702 | $10.2M | 0.00% | +12,498+9.6% | Added |
| Rothschild & Co Asset Management US Inc. | 155,772 | $11.2M | 0.14% | −12,187−7.3% | Reduced |
| WCM Investment Management, LLC | 161,176 | $11.6M | 0.03% | −48,557−23.2% | Reduced |
| Ami Asset Management Corp | 165,452 | $11.9M | 0.59% | +6,682+4.2% | Added |
| Ziegler Capital Management, LLC | 190,826 | $13.7M | 0.50% | +130,155+214.5% | Added |
| Wells Fargo & Company | 203,021 | $14.6M | 0.00% | −12,943−6.0% | Reduced |
| Prudential Financial Inc | 223,443 | $16.0M | 0.02% | +75,430+51.0% | Added |
| Parametric Portfolio Associates LLC | 229,643 | $16.5M | 0.01% | +34,833+17.9% | Added |
| Morgan Stanley | 237,013 | $17.0M | 0.00% | −1,442−0.6% | Reduced |
| American Capital Management Inc | 244,455 | $17.6M | 0.47% | −2,120−0.9% | Reduced |
| Comerica Bank | 246,214 | $17.8M | 0.11% | +18,864+8.3% | Added |
| New York State Common Retirement Fund | 249,044 | $17.9M | 0.02% | +161,340+184.0% | Added |
| SEI Investments Co | 266,088 | $19.1M | 0.04% | −27,203−9.3% | Reduced |
| Bank of Montreal | 263,935 | $19.2M | 0.01% | +204,751+346.0% | Added |
| Glenmede Trust Co NA | 304,899 | $21.9M | 0.11% | −2,249−0.7% | Reduced |
| Fisher Asset Management, LLC | 314,257 | $22.6M | 0.01% | +35,745+12.8% | Added |
| Frontier Capital Management Co LLC | 325,498 | $23.4M | 0.18% | −8,857−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 356,757 | $25.6M | 0.03% | −47,346−11.7% | Reduced |
| Norges Bank | 366,115 | $26.3M | 0.01% | −34,791−8.7% | Reduced |
| Principal Financial Group Inc | 366,902 | $26.3M | 0.02% | +5,207+1.4% | Added |
| Nuveen Asset Management, LLC | 391,424 | $28.1M | 0.01% | −56,765−12.7% | Reduced |
| Bank of America Corp | 393,298 | $28.2M | 0.00% | +35,085+9.8% | Added |
| Invesco Ltd. | 431,779 | $31.0M | 0.01% | −23,752−5.2% | Reduced |
| Emerald Advisers, LLC | 449,787 | $32.3M | 1.17% | +80,586+21.8% | Added |
| Manufacturers Life Insurance Company, The | 467,234 | $33.5M | 0.03% | −50,048−9.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 472,218 | $33.9M | 1.17% | +86,729+22.5% | Added |
| Charles Schwab Investment Management Inc | 496,248 | $35.6M | 0.01% | −17,513−3.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 542,102 | $38.9M | 0.25% | +332,748+158.9% | Added |
| Royal Bank of Canada | 563,942 | $40.5M | 0.01% | −14,477−2.5% | Reduced |
| Bank of New York Mellon Corp | 587,833 | $42.2M | 0.01% | +47,320+8.8% | Added |
| Northern Trust Corp | 589,912 | $42.4M | 0.01% | −23,764−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 603,035 | $43.3M | 0.23% | −60.0% | Reduced |
| Polar Capital Holdings Plc | 688,231 | $49.4M | 0.27% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 724,943 | $52.1M | 0.02% | +61,465+9.3% | Added |
| Channing Capital Management, LLC | 797,376 | $57.3M | 1.78% | +574,150+257.2% | Added |
| Loomis Sayles & Co L P | 811,817 | $58.3M | 0.07% | −12,596−1.5% | Reduced |
| Westwood Holdings Group Inc. | 843,494 | $60.6M | 0.66% | −217,307−20.5% | Reduced |
| Price T Rowe Associates Inc | 865,221 | $62.1M | 0.01% | −1,774−0.2% | Reduced |
| Geode Capital Management, LLC | 871,265 | $62.6M | 0.01% | +3,418+0.4% | Added |
| Goldman Sachs Group Inc | 1,047,987 | $75.2M | 0.02% | −1,592−0.2% | Reduced |
| Aristotle Capital Boston, LLC | 1,310,293 | $94.1M | 2.21% | −5,108−0.4% | Reduced |
| Macquarie Group Ltd | 1,439,274 | $103.3M | 0.09% | +14,291+1.0% | Added |
| Dimensional Fund Advisors LP | 1,663,400 | $119.4M | 0.04% | +1,606+0.1% | Added |
| State Street Corp | 1,855,565 | $133.2M | 0.01% | +17,139+0.9% | Added |
| Conestoga Capital Advisors, LLC | 2,392,992 | $171.8M | 2.38% | +38,525+1.6% | Added |
| William Blair Investment Management, LLC | 3,382,662 | $242.9M | 0.68% | −54,656−1.6% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 3,541,600 | $254.3M | 4.66% | −55,298−1.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,654,578 | $262.4M | 2.05% | −273,392−7.0% | Reduced |
| Vanguard Group Inc | 5,668,960 | $407.0M | 0.01% | +40,087+0.7% | Added |
| BlackRock Inc. | 7,524,888 | $540.3M | 0.02% | +29,676+0.4% | Added |
| Sofos Investments, Inc. | 43 | – | – | +43 | New |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −258,732−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −66,765−100.0% | Sold out |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −29,202−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −26,872−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −25,301−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,970−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,944−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,681−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |