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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Exane Derivatives | 6 | $374 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 13 | $810 | 0.00% | +13 | New |
| Absolute Capital Management, LLC | 13 | $810 | 0.00% | +13 | New |
| NEXT Financial Group, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 24 | $1.00K | 0.00% | +6+33.3% | Added |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 24 | $1.00K | 0.00% | +24 | New |
| Covestor Ltd | 14 | $1.00K | 0.00% | +14 | New |
| Carroll Financial Associates, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 50 | $3.12K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 69 | $4.00K | 0.00% | +8+13.1% | Added |
| Sageworth Trust Co | 73 | $5.00K | 0.00% | −247−77.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 75 | $5.00K | 0.00% | −168−69.1% | Reduced |
| Atwood & Palmer Inc | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 89 | $6.00K | 0.00% | +89 | New |
| Quadrant Capital Group LLC | 114 | $7.00K | 0.00% | −15−11.6% | Reduced |
| Brown Brothers Harriman & Co | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $10.0K | 0.00% | −1−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 183 | $11.0K | 0.00% | +64+53.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 209 | $13.0K | 0.00% | +2+1.0% | Added |
| TCI Wealth Advisors, Inc. | 212 | $13.0K | 0.00% | +50+30.9% | Added |
| Ellevest, Inc. | 237 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 241 | $15.0K | 0.02% | +241 | New |
| Private Capital Group, LLC | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 397 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 467 | $29.0K | 0.01% | +467 | New |
| State of Wyoming | 478 | $30.0K | 0.01% | +478 | New |
| IndexIQ Advisors LLC | 524 | $33.0K | 0.00% | +22+4.4% | Added |
| Walleye Trading LLC | 563 | $35.0K | 0.00% | +563 | New |
| Valley National Advisers Inc | 595 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 603 | $38.0K | 0.01% | +603 | New |
| FMR LLC | 828 | $51.0K | 0.00% | −7−0.8% | Reduced |
| Signet Financial Management, LLC | 858 | $53.0K | 0.01% | +858 | New |
| Sutton Wealth Advisors Inc. | 873 | $54.4K | 0.02% | +11+1.3% | Added |
| First Horizon Advisors, Inc. | 908 | $56.0K | 0.00% | +72+8.6% | Added |
| Fifth Third Bancorp | 1,095 | $68.0K | 0.00% | +155+16.5% | Added |
| Harbor Investment Advisory, LLC | 1,286 | $80.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,383 | $86.0K | 0.06% | −25−1.8% | Reduced |
| Eaton Vance Management | 1,822 | $114.0K | 0.00% | −74−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,900 | $118.0K | 0.00% | +103+5.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,004 | $125.0K | 0.00% | −13,871−87.4% | Reduced |
| Group One Trading, L.P. | 2,143 | $134.0K | 0.00% | +2,143 | New |
| Nisa Investment Advisors, LLC | 2,890 | $160.0K | 0.00% | +90+3.2% | Added |
| KBC Group NV | 2,893 | $180.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,138 | $195.0K | 0.02% | +2,708+629.8% | Added |
| Alphasimplex Group, LLC | 3,281 | $204.0K | 0.35% | −2,602−44.2% | Reduced |
| 6 Meridian | 3,286 | $205.0K | 0.02% | +22+0.7% | Added |
| Trexquant Investment LP | 3,394 | $211.0K | 0.01% | −2,741−44.7% | Reduced |
| Peapack Gladstone Financial Corp | 3,410 | $212.0K | 0.00% | +174+5.4% | Added |
| O'Shaughnessy Asset Management, LLC | 3,466 | $216.0K | 0.00% | +10+0.3% | Added |
| MQS Management LLC | 3,474 | $216.0K | 0.35% | +3,474 | New |
| Y-Intercept (Hong Kong) Ltd | 3,562 | $222.0K | 0.05% | +3,562 | New |
| Captrust Financial Advisors | 3,643 | $227.0K | 0.00% | −32−0.9% | Reduced |
| Lindenwold Advisors | 3,636 | $227.0K | 0.13% | +3,636 | New |
| Mackenzie Financial Corp | 3,799 | $237.0K | 0.00% | +129+3.5% | Added |
| Prudent Man Advisors, LLC | 3,862 | $241.0K | 0.09% | −660−14.6% | Reduced |
| CWM Advisors, LLC | 3,905 | $243.0K | 0.03% | +671+20.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $249.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,025 | $251.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,086 | $255.0K | 0.00% | +4,086 | New |
| Tower Research Capital LLC (TRC) | 4,149 | $258.0K | 0.00% | +1,022+32.7% | Added |
| Raymond James Trust N.A. | 4,151 | $258.0K | 0.01% | +4,151 | New |
| Oberweis Asset Management Inc | 4,200 | $262.0K | 0.05% | +4,200 | New |
| Highland Capital Management Fund Advisors, L.P. | 4,200 | $262.0K | 0.04% | +4,200 | New |
| SG Americas Securities, LLC | 4,250 | $265.0K | 0.00% | −29,628−87.5% | Reduced |
| Cim Investment Mangement Inc | 4,722 | $294.0K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,914 | $306.0K | 0.01% | +4,914 | New |
| Crossmark Global Holdings, Inc. | 5,002 | $312.0K | 0.01% | −5,870−54.0% | Reduced |
| Profund Advisors LLC | 5,125 | $319.0K | 0.01% | +205+4.2% | Added |
| Franklin Resources Inc | 5,136 | $321.0K | 0.00% | −317−5.8% | Reduced |
| HRT Financial LP | 5,485 | $341.0K | 0.00% | +171+3.2% | Added |
| Baird Financial Group, Inc. | 5,483 | $342.0K | 0.00% | −5,539−50.3% | Reduced |
| Sciencast Management LP | 5,504 | $349.0K | 0.06% | +5,504 | New |
| Campbell & CO Investment Adviser LLC | 6,400 | $399.0K | 0.14% | +6,400 | New |
| Raymond James Financial Services Advisors, Inc. | 6,417 | $400.0K | 0.00% | +10+0.2% | Added |
| Engineers Gate Manager LP | 6,418 | $400.0K | 0.02% | +205+3.3% | Added |
| Henshaw Capital LLC | 6,572 | $409.4K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,584 | $410.0K | 0.00% | +843+14.7% | Added |
| Jupiter Asset Management Ltd | 6,422 | $411.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,839 | $426.0K | 0.04% | +6,839 | New |
| Susquehanna International Group, LLP | 6,886 | $429.0K | 0.00% | −932−11.9% | Reduced |
| Mutual of America Capital Management LLC | 6,942 | $432.0K | 0.00% | +189+2.8% | Added |
| Versor Investments LP | 7,094 | $442.0K | 0.01% | −4,847−40.6% | Reduced |
| Twinbeech Capital LP | 7,413 | $462.0K | 0.03% | −3,405−31.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,480 | $466.0K | 0.05% | +7,480 | New |
| South Dakota Investment Council | 7,600 | $473.0K | 0.01% | 00.0% | Unchanged |