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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 32,161 | $2.31M | 0.01% | −990−3.0% | Reduced |
| State of Tennessee, Treasury Department | 29,907 | $2.15M | 0.01% | −1,682−5.3% | Reduced |
| Redwood Investment Management, LLC | 28,925 | $2.08M | 0.30% | +1,043+3.7% | Added |
| Marshall Wace, LLP | 28,351 | $2.04M | 0.01% | +28,351 | New |
| Chartwell Investment Partners, LLC | 27,781 | $2.00M | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 27,139 | $1.95M | 0.00% | +13,233+95.2% | Added |
| Citadel Advisors LLC | 26,598 | $1.91M | 0.00% | +4,180+18.6% | Added |
| Amalgamated Bank | 26,420 | $1.90M | 0.02% | −70−0.3% | Reduced |
| AQR Capital Management LLC | 26,167 | $1.88M | 0.00% | +1,355+5.5% | Added |
| Massachusetts Financial Services Co | 24,804 | $1.78M | 0.00% | −326−1.3% | Reduced |
| Louisiana State Employees Retirement System | 24,400 | $1.75M | 0.04% | +2,200+9.9% | Added |
| Blair William & Co | 23,994 | $1.72M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 21,921 | $1.57M | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21,228 | $1.52M | 0.05% | −796−3.6% | Reduced |
| STRS Ohio | 21,200 | $1.52M | 0.01% | −1,900−8.2% | Reduced |
| Natixis Advisors, L.P. | 20,524 | $1.47M | 0.01% | +688+3.5% | Added |
| Maryland State Retirement & Pension System | 19,927 | $1.45M | 0.04% | +19,927 | New |
| Oregon Public Employees Retirement Fund | 19,998 | $1.44M | 0.02% | −100−0.5% | Reduced |
| AE Wealth Management LLC | 19,393 | $1.39M | 0.01% | −9,000−31.7% | Reduced |
| MetLife Investment Management | 18,450 | $1.32M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 18,086 | $1.30M | 0.08% | +9,015+99.4% | Added |
| Shell Asset Management Co | 17,951 | $1.29M | 0.03% | −780−4.2% | Reduced |
| M&T Bank Corp | 17,298 | $1.24M | 0.01% | +17+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 16,088 | $1.16M | 0.43% | +16,088 | New |
| Acadian Asset Management LLC | 16,110 | $1.15M | 0.00% | +14,983+1,329.5% | Added |
| BBVA USA | 15,892 | $1.14M | 0.07% | −2,107−11.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,875 | $1.14M | 0.01% | −13,493−45.9% | Reduced |
| Hillsdale Investment Management Inc. | 15,500 | $1.11M | 0.09% | +15,500 | New |
| Cubist Systematic Strategies, LLC | 15,196 | $1.09M | 0.01% | −1,797−10.6% | Reduced |
| Federated Hermes, Inc. | 14,699 | $1.05M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,156 | $1.02M | 0.04% | −4,885−25.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,806 | $991.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,728 | $986.0K | 0.01% | +139+1.0% | Added |
| Metropolitan Life Insurance Co | 13,474 | $967.4K | 0.01% | −650−4.6% | Reduced |
| Great Lakes Advisors, LLC | 13,470 | $967.0K | 0.02% | +13,470 | New |
| LPL Financial LLC | 12,597 | $907.0K | 0.00% | +1,302+11.5% | Added |
| Versor Investments LP | 11,941 | $857.0K | 0.03% | +3,800+46.7% | Added |
| Zions Bancorporation, N.A. | 11,790 | $847.0K | 0.09% | +1,200+11.3% | Added |
| US Bancorp | 11,539 | $828.0K | 0.00% | −1,160−9.1% | Reduced |
| Wakefield Asset Management LLLP | 11,441 | $821.0K | 0.31% | −278−2.4% | Reduced |
| Toth Financial Advisory Corp | 11,325 | $813.0K | 0.12% | +11,325 | New |
| Handelsbanken Fonder AB | 11,209 | $805.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,022 | $791.0K | 0.00% | +11,022 | New |
| Stifel Financial Corp | 10,938 | $786.0K | 0.00% | +1,421+14.9% | Added |
| Crossmark Global Holdings, Inc. | 10,872 | $781.0K | 0.02% | −300−2.7% | Reduced |
| Twinbeech Capital LP | 10,818 | $777.0K | 0.05% | +10,818 | New |
| Marshall Wace North America L.P. | 10,679 | $766.0K | 0.00% | +10,679 | New |
| Skandinaviska Enskilda Banken AB (publ) | 10,300 | $740.0K | 0.00% | +10,300 | New |
| Exchange Traded Concepts, LLC | 8,686 | $624.0K | 0.02% | +8,386+2,795.3% | Added |
| Squarepoint Ops LLC | 8,400 | $603.0K | 0.00% | −23,016−73.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $591.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,056 | $578.0K | 0.00% | +1,503+22.9% | Added |
| Everence Capital Management Inc | 8,020 | $576.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,886 | $566.0K | 0.00% | −6,770−46.2% | Reduced |
| Susquehanna International Group, LLP | 7,818 | $561.0K | 0.00% | +7,818 | New |
| South Dakota Investment Council | 7,600 | $546.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,000 | $503.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,876 | $494.0K | 0.02% | −74−1.1% | Reduced |
| Qtron Investments LLC | 6,805 | $489.0K | 0.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,753 | $485.0K | 0.00% | −252−3.6% | Reduced |
| American Century Companies Inc | 6,613 | $475.0K | 0.00% | +818+14.1% | Added |
| Henshaw Capital LLC | 6,572 | $471.9K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,485 | $469.0K | 0.00% | −587−8.3% | Reduced |
| Jupiter Asset Management Ltd | 6,422 | $461.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,407 | $460.0K | 0.00% | −190−2.9% | Reduced |
| Quantbot Technologies LP | 6,278 | $450.0K | 0.03% | +6,278 | New |
| Engineers Gate Manager LP | 6,213 | $446.0K | 0.03% | +6,213 | New |
| Trexquant Investment LP | 6,135 | $440.0K | 0.03% | −384−5.9% | Reduced |
| Qube Research & Technologies Ltd | 6,077 | $436.0K | 0.01% | +6,077 | New |
| Alphasimplex Group, LLC | 5,883 | $422.0K | 0.35% | −8,935−60.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,741 | $412.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,453 | $391.0K | 0.00% | +1,153+26.8% | Added |
| Jane Street Group, LLC | 5,345 | $384.0K | 0.00% | −1,633−23.4% | Reduced |
| HRT Financial LP | 5,314 | $381.0K | 0.00% | −30,917−85.3% | Reduced |
| Janus Henderson Group PLC | 5,055 | $363.0K | 0.00% | +5,055 | New |
| Profund Advisors LLC | 4,920 | $353.0K | 0.01% | −512−9.4% | Reduced |
| Cim Investment Mangement Inc | 4,722 | $339.0K | 0.11% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,629 | $332.0K | 0.03% | −125−2.6% | Reduced |
| Prudent Man Advisors, LLC | 4,522 | $325.0K | 0.12% | −14−0.3% | Reduced |
| AXA S.A. | 4,400 | $316.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,025 | $289.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $287.0K | 0.11% | −100−2.4% | Reduced |
| SkyView Investment Advisors, LLC | 3,915 | $281.0K | 0.08% | +3,915 | New |
| Tokio Marine Asset Management Co Ltd | 3,900 | $280.0K | 0.02% | −500−11.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,809 | $273.0K | 0.00% | −248−6.1% | Reduced |
| 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 |
| Caxton Associates LP | 3,648 | $262.0K | 0.04% | +3,648 | New |
| O'Shaughnessy Asset Management, LLC | 3,456 | $249.0K | 0.01% | +845+32.4% | Added |
| Pictet Asset Management SA | 3,400 | $244.0K | 0.00% | +3,400 | New |
| 6 Meridian | 3,264 | $234.0K | 0.02% | +3,264 | New |
| 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 |
| Shelton Capital Management | 3,169 | $228.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,127 | $225.0K | 0.01% | +1,446+86.0% | Added |
| Guggenheim Capital LLC | 3,055 | $219.0K | 0.00% | −2,808−47.9% | Reduced |
| Diversified Trust Co | 3,033 | $218.0K | 0.01% | +3,033 | New |
| Eqis Capital Management, Inc. | 3,006 | $216.0K | 0.02% | +3,006 | New |