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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 2,943 | $211.0K | 0.00% | +2,943 | New |
| Winton Group Ltd | 2,909 | $209.0K | 0.01% | +2,909 | 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 |
| XTX Topco Ltd | 2,838 | $204.0K | 0.07% | +2,838 | New |
| Nisa Investment Advisors, LLC | 2,800 | $201.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,797 | $129.0K | 0.00% | +108+6.4% | Added |
| Eagle Bay Advisors LLC | 1,408 | $102.0K | 0.06% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,366 | $98.0K | 0.01% | −94−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,286 | $92.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 940 | $67.0K | 0.00% | +63+7.2% | Added |
| Sutton Wealth Advisors Inc. | 862 | $61.9K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 835 | $60.0K | 0.00% | +686+460.4% | Added |
| First Horizon Advisors, Inc. | 836 | $59.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 688 | $50.0K | 0.00% | +688 | New |
| Valley National Advisers Inc | 595 | $43.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 582 | $42.0K | 0.00% | −2,225−79.3% | Reduced |
| IndexIQ Advisors LLC | 502 | $36.0K | 0.00% | −56−10.0% | Reduced |
| Point72 Hong Kong Ltd | 430 | $31.0K | 0.00% | +430 | New |
| Marquette Asset Management, LLC | 397 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 352 | $25.0K | 0.01% | +1+0.3% | Added |
| Sageworth Trust Co | 320 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 237 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 243 | $17.0K | 0.00% | +168+224.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 207 | $15.0K | 0.00% | +33+19.0% | Added |
| Brown Brothers Harriman & Co | 166 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Heritage Wealth Management, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 145 | $10.0K | 0.00% | +145 | New |
| Quadrant Capital Group LLC | 129 | $9.00K | 0.00% | +11+9.3% | Added |
| Bessemer Group Inc | 119 | $9.00K | 0.00% | +119 | New |
| Tarbox Family Office, Inc. | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 88 | $6.00K | 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 |
| 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 |
| American Portfolios Advisors | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 36 | $3.00K | 0.00% | +36 | 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 |
| 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 |
| Exane Derivatives | 6 | $431 | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,896 | $0 | 0.00% | +83+4.6% | 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 |