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, Q4 2021
Institutional positions in Merit Medical Systems Inc as of Dec 31, 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
- 266
- +17 vs. Q3 2021
- Shares held
- 54.0M
- −326.4K (−0.6%) vs. Q3 2021
- Total value
- $3.36B
- −$537.0M (−13.8%) vs. Q3 2021
- New holders
- 46
- 105 more added
- Sold out
- 29
- 78 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,334,516 | $519.2M | 0.01% | +809,628+10.8% | Added |
| Vanguard Group Inc | 5,737,781 | $357.5M | 0.01% | +68,821+1.2% | Added |
| William Blair Investment Management, LLC | 3,357,638 | $209.2M | 0.57% | −25,024−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,111,000 | $193.8M | 1.56% | −543,578−14.9% | Reduced |
| Conestoga Capital Advisors, LLC | 2,510,787 | $156.4M | 2.03% | +117,795+4.9% | Added |
| State Street Corp | 1,914,449 | $119.3M | 0.01% | +58,884+3.2% | Added |
| Dimensional Fund Advisors LP | 1,613,155 | $100.5M | 0.03% | −50,245−3.0% | Reduced |
| Macquarie Group Ltd | 1,463,769 | $91.2M | 0.08% | +24,495+1.7% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 1,302,152 | $81.1M | 1.12% | −2,239,448−63.2% | Reduced |
| Aristotle Capital Boston, LLC | 1,264,778 | $78.8M | 1.85% | −45,515−3.5% | Reduced |
| Westwood Holdings Group Inc. | 1,182,149 | $73.6M | 0.66% | +338,655+40.1% | Added |
| Goldman Sachs Group Inc | 1,005,667 | $62.7M | 0.02% | −42,320−4.0% | Reduced |
| Geode Capital Management, LLC | 925,310 | $57.6M | 0.01% | +54,045+6.2% | Added |
| Price T Rowe Associates Inc | 866,164 | $54.0M | 0.00% | +943+0.1% | Added |
| Channing Capital Management, LLC | 853,781 | $53.2M | 1.51% | +56,405+7.1% | Added |
| Ameriprise Financial Inc | 848,701 | $52.9M | 0.01% | +123,758+17.1% | Added |
| Loomis Sayles & Co L P | 790,444 | $49.2M | 0.06% | −21,373−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 636,828 | $39.7M | 0.23% | +94,726+17.5% | Added |
| Polar Capital Holdings Plc | 615,621 | $38.4M | 0.20% | −72,610−10.6% | Reduced |
| Rockefeller Capital Management L.P. | 598,312 | $37.3M | 0.17% | −4,723−0.8% | Reduced |
| Northern Trust Corp | 583,541 | $36.4M | 0.01% | −6,371−1.1% | Reduced |
| Bank of New York Mellon Corp | 582,798 | $36.3M | 0.01% | −5,035−0.9% | Reduced |
| Royal Bank of Canada | 562,131 | $35.0M | 0.01% | −1,811−0.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 512,218 | $31.9M | 1.12% | +40,000+8.5% | Added |
| Emerald Advisers, LLC | 506,351 | $31.5M | 1.16% | +56,564+12.6% | Added |
| Charles Schwab Investment Management Inc | 502,397 | $31.3M | 0.01% | +6,149+1.2% | Added |
| Eagle Asset Management Inc | 455,748 | $29.2M | 0.13% | +455,748 | New |
| Manufacturers Life Insurance Company, The | 436,131 | $27.3M | 0.02% | −31,103−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 432,748 | $27.0M | 0.03% | +75,991+21.3% | Added |
| Bank of America Corp | 429,272 | $26.7M | 0.00% | +35,974+9.1% | Added |
| Invesco Ltd. | 423,077 | $26.4M | 0.01% | −8,702−2.0% | Reduced |
| Norges Bank | 415,478 | $25.9M | 0.01% | +49,363+13.5% | Added |
| Principal Financial Group Inc | 393,216 | $24.5M | 0.01% | +26,314+7.2% | Added |
| Nuveen Asset Management, LLC | 373,121 | $23.2M | 0.01% | −18,303−4.7% | Reduced |
| Frontier Capital Management Co LLC | 322,192 | $20.1M | 0.16% | −3,306−1.0% | Reduced |
| Citadel Advisors LLC | 320,609 | $20.0M | 0.02% | +294,011+1,105.4% | Added |
| Fisher Asset Management, LLC | 319,609 | $19.9M | 0.01% | +5,352+1.7% | Added |
| Glenmede Trust Co NA | 302,818 | $18.9M | 0.09% | −2,081−0.7% | Reduced |
| Morgan Stanley | 302,603 | $18.9M | 0.00% | +65,590+27.7% | Added |
| SEI Investments Co | 256,993 | $16.0M | 0.03% | −9,095−3.4% | Reduced |
| New York State Common Retirement Fund | 250,037 | $15.6M | 0.02% | +993+0.4% | Added |
| American Capital Management Inc | 244,255 | $15.2M | 0.39% | −200−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 241,155 | $15.0M | 0.01% | +11,512+5.0% | Added |
| Comerica Bank | 245,890 | $13.6M | 0.10% | −324−0.1% | Reduced |
| Prudential Financial Inc | 216,288 | $13.5M | 0.02% | −7,155−3.2% | Reduced |
| Point72 Asset Management, L.P. | 199,100 | $12.4M | 0.06% | +98,601+98.1% | Added |
| Ziegler Capital Management, LLC | 186,414 | $11.6M | 0.42% | −4,412−2.3% | Reduced |
| Rothschild & Co Asset Management US Inc. | 153,971 | $9.59M | 0.11% | −1,801−1.2% | Reduced |
| Legal & General Group Plc | 148,421 | $9.25M | 0.00% | +5,719+4.0% | Added |
| Ami Asset Management Corp | 135,149 | $8.42M | 0.41% | −30,303−18.3% | Reduced |
| Raymond James & Associates | 128,170 | $7.99M | 0.01% | +59,033+85.4% | Added |
| Rhumbline Advisers | 126,765 | $7.90M | 0.01% | +3,607+2.9% | Added |
| Bryn Mawr Trust Co | 125,405 | $7.81M | 0.28% | −467−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 122,357 | $7.62M | 0.05% | −12,516−9.3% | Reduced |
| Swiss National Bank | 111,300 | $6.93M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 107,981 | $6.73M | 0.00% | +18,244+20.3% | Added |
| Arrowstreet Capital, Limited Partnership | 103,519 | $6.45M | 0.01% | +23,566+29.5% | Added |
| Public Sector Pension Investment Board | 103,497 | $6.45M | 0.04% | +1,170+1.1% | Added |
| Two Sigma Investments, LP | 101,487 | $6.32M | 0.02% | +101,487 | New |
| Allspring Global Investments Holdings, LLC | 100,903 | $6.29M | 0.01% | +100,903 | New |
| Panagora Asset Management Inc | 97,094 | $6.05M | 0.03% | +14,673+17.8% | Added |
| Barclays PLC | 90,435 | $5.63M | 0.00% | +42,837+90.0% | Added |
| Wells Fargo & Company | 89,794 | $5.59M | 0.00% | −113,227−55.8% | Reduced |
| Crestline Management, LP | 87,092 | $5.43M | 0.41% | +4,499+5.4% | Added |
| Cubist Systematic Strategies, LLC | 79,845 | $4.97M | 0.05% | +64,649+425.4% | Added |
| New York State Teachers Retirement System | 77,714 | $4.84M | 0.01% | +1,302+1.7% | Added |
| Alliancebernstein L.P. | 76,200 | $4.75M | 0.00% | +86+0.1% | Added |
| Bridgewater Associates, LP | 71,868 | $4.48M | 0.03% | +19,646+37.6% | Added |
| California State Teachers Retirement System | 70,898 | $4.42M | 0.01% | +2,026+2.9% | Added |
| Assenagon Asset Management S.A. | 70,239 | $4.38M | 0.02% | +70,239 | New |
| Victory Capital Management Inc | 68,791 | $4.29M | 0.00% | −4,393−6.0% | Reduced |
| UBS Asset Management Americas Inc | 67,688 | $4.22M | 0.00% | +989+1.5% | Added |
| State of Wisconsin Investment Board | 67,200 | $4.19M | 0.01% | +11,300+20.2% | Added |
| Public Employees Retirement System of Ohio | 65,468 | $4.08M | 0.01% | +4,114+6.7% | Added |
| Man Group plc | 63,082 | $3.93M | 0.01% | +3,242+5.4% | Added |
| Gyon Technologies Capital Management, LP | 50,496 | $3.15M | 0.58% | +12,760+33.8% | Added |
| Martingale Asset Management L P | 47,631 | $2.97M | 0.04% | −2,004−4.0% | Reduced |
| Yousif Capital Management, LLC | 46,039 | $2.87M | 0.03% | +46,039 | New |
| Citigroup Inc | 45,388 | $2.83M | 0.00% | +12,683+38.8% | Added |
| HighTower Advisors, LLC | 45,325 | $2.82M | 0.01% | +10,037+28.4% | Added |
| AlphaCrest Capital Management LLC | 45,031 | $2.81M | 0.10% | +45,031 | New |
| Two Sigma Advisers, LP | 44,200 | $2.75M | 0.01% | +44,200 | New |
| Great West Life Assurance Co | 43,685 | $2.72M | 0.01% | +366+0.8% | Added |
| BNP Paribas Arbitrage, SA | 43,229 | $2.69M | 0.01% | −5,826−11.9% | Reduced |
| Martin & Co Inc | 42,050 | $2.62M | 0.60% | −1,331−3.1% | Reduced |
| Credit Suisse AG | 41,877 | $2.61M | 0.00% | −1,053−2.5% | Reduced |
| Thrivent Financial for Lutherans | 41,352 | $2.58M | 0.00% | +416+1.0% | Added |
| Envestnet Asset Management Inc | 41,295 | $2.57M | 0.00% | +5,030+13.9% | Added |
| State of New Jersey Common Pension Fund D | 40,546 | $2.53M | 0.01% | +2,015+5.2% | Added |
| Jane Street Group, LLC | 39,187 | $2.44M | 0.00% | +33,842+633.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,404 | $2.39M | 0.03% | +50.0% | Added |
| Texas Permanent School Fund | 36,634 | $2.28M | 0.03% | −829−2.2% | Reduced |
| State of Alaska, Department of Revenue | 35,990 | $2.24M | 0.02% | −870−2.4% | Reduced |
| Deutsche Bank AG | 35,715 | $2.23M | 0.00% | +1,205+3.5% | Added |
| Voya Investment Management LLC | 33,258 | $2.07M | 0.00% | −341−1.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 32,498 | $2.02M | 0.16% | +252+0.8% | Added |
| Walthausen & Co., LLC | 31,567 | $1.97M | 0.52% | −700−2.2% | Reduced |
| State of Tennessee, Treasury Department | 31,307 | $1.95M | 0.01% | +1,400+4.7% | Added |
| Millrace Asset Group, Inc. | 31,289 | $1.95M | 1.14% | −3,312−9.6% | Reduced |
| American International Group, Inc. | 31,173 | $1.94M | 0.01% | −988−3.1% | Reduced |