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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 7,647 | $476.0K | 0.00% | +1,034+15.6% | Added |
| FDx Advisors, Inc. | 7,919 | $493.0K | 0.01% | +1,043+15.2% | Added |
| Jump Financial, LLC | 7,942 | $495.0K | 0.03% | +7,942 | New |
| Everence Capital Management Inc | 8,020 | $500.0K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,180 | $509.0K | 0.00% | −18,959−69.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $513.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 8,249 | $514.0K | 0.00% | −26,470−76.2% | Reduced |
| Exchange Traded Concepts, LLC | 8,845 | $551.0K | 0.01% | +159+1.8% | Added |
| Toronto Dominion Bank | 9,300 | $579.0K | 0.00% | +9,300 | New |
| Wellington Management Group LLP | 9,447 | $589.0K | 0.00% | +9,447 | New |
| Teacher Retirement System of Texas | 9,718 | $605.0K | 0.00% | +1,662+20.6% | Added |
| Virginia Retirement Systems Et Al | 9,900 | $617.0K | 0.01% | +2,900+41.4% | Added |
| Susquehanna Fundamental Investments, LLC | 10,065 | $627.0K | 0.02% | −26,847−72.7% | Reduced |
| Janus Henderson Group PLC | 10,181 | $635.0K | 0.00% | +5,126+101.4% | Added |
| HSBC Holdings PLC | 10,530 | $658.0K | 0.00% | +4,045+62.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,300 | $659.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,989 | $683.0K | 0.00% | −550−4.8% | Reduced |
| Handelsbanken Fonder AB | 11,209 | $698.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,482 | $715.0K | 0.00% | +544+5.0% | Added |
| Wakefield Asset Management LLLP | 11,546 | $719.0K | 0.25% | +105+0.9% | Added |
| Gsa Capital Partners LLP | 12,263 | $764.0K | 0.10% | +12,263 | New |
| Gotham Asset Management, LLC | 12,423 | $774.0K | 0.02% | −1,733−12.2% | Reduced |
| ProShare Advisors LLC | 12,804 | $797.0K | 0.00% | +4,918+62.4% | Added |
| Millennium Management LLC | 12,936 | $806.0K | 0.00% | −68,217−84.1% | Reduced |
| Metropolitan Life Insurance Co | 13,474 | $839.4K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,631 | $849.0K | 0.01% | −97−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,806 | $860.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13,894 | $866.0K | 0.08% | +2,104+17.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $872.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 14,375 | $896.0K | 0.00% | −2,923−16.9% | Reduced |
| Hillsdale Investment Management Inc. | 14,500 | $903.0K | 0.06% | −1,000−6.5% | Reduced |
| Federated Hermes, Inc. | 14,705 | $916.0K | 0.00% | +60.0% | Added |
| Bank of Montreal | 14,542 | $934.0K | 0.00% | −249,393−94.5% | Reduced |
| Squarepoint Ops LLC | 15,021 | $936.0K | 0.00% | +6,621+78.8% | Added |
| Jackson Creek Investment Advisors LLC | 15,039 | $937.0K | 0.34% | −1,049−6.5% | Reduced |
| Marshall Wace, LLP | 15,134 | $942.0K | 0.00% | −13,217−46.6% | Reduced |
| Edgestream Partners, L.P. | 15,978 | $995.0K | 0.06% | −2,108−11.7% | Reduced |
| LPL Financial LLC | 15,610 | $996.0K | 0.00% | +3,013+23.9% | Added |
| Paloma Partners Management Co | 16,353 | $1.02M | 0.03% | +16,353 | New |
| Ensign Peak Advisors, Inc | 16,640 | $1.04M | 0.00% | −30,080−64.4% | Reduced |
| Great Lakes Advisors, LLC | 16,662 | $1.04M | 0.02% | +3,192+23.7% | Added |
| Acadian Asset Management LLC | 16,722 | $1.04M | 0.00% | +612+3.8% | Added |
| Cornercap Investment Counsel Inc | 16,726 | $1.04M | 0.15% | +16,726 | New |
| ClariVest Asset Management LLC | 17,253 | $1.07M | 0.03% | −3,975−18.7% | Reduced |
| Shell Asset Management Co | 18,030 | $1.12M | 0.02% | +79+0.4% | Added |
| MetLife Investment Management | 18,450 | $1.15M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,099 | $1.19M | 0.00% | +15,290+401.4% | Added |
| Oregon Public Employees Retirement Fund | 19,400 | $1.21M | 0.01% | −598−3.0% | Reduced |
| Maryland State Retirement & Pension System | 20,257 | $1.26M | 0.03% | +330+1.7% | Added |
| UBS Group AG | 20,824 | $1.30M | 0.00% | +20,242+3,478.0% | Added |
| State Board of Administration of Florida Retirement System | 21,189 | $1.32M | 0.00% | −732−3.3% | Reduced |
| Qube Research & Technologies Ltd | 21,582 | $1.34M | 0.01% | +15,505+255.1% | Added |
| STRS Ohio | 22,700 | $1.41M | 0.00% | +1,500+7.1% | Added |
| ExodusPoint Capital Management, LP | 23,078 | $1.44M | 0.02% | +23,078 | New |
| Blair William & Co | 24,014 | $1.50M | 0.00% | +20+0.1% | Added |
| Massachusetts Financial Services Co | 24,313 | $1.51M | 0.00% | −491−2.0% | Reduced |
| Natixis Advisors, L.P. | 24,408 | $1.52M | 0.01% | +3,884+18.9% | Added |
| Louisiana State Employees Retirement System | 24,600 | $1.53M | 0.03% | +200+0.8% | Added |
| AE Wealth Management LLC | 24,727 | $1.54M | 0.01% | +5,334+27.5% | Added |
| Duality Advisers, LP | 25,327 | $1.58M | 0.17% | +25,327 | New |
| Amalgamated Bank | 26,130 | $1.63M | 0.01% | −290−1.1% | Reduced |
| Voloridge Investment Management, LLC | 26,658 | $1.66M | 0.01% | +26,658 | New |
| Chartwell Investment Partners, LLC | 27,295 | $1.70M | 0.05% | −486−1.7% | Reduced |
| Tudor Investment Corp Et Al | 28,075 | $1.75M | 0.03% | +28,075 | New |
| AQR Capital Management LLC | 28,412 | $1.77M | 0.00% | +2,245+8.6% | Added |
| Capital Impact Advisors, LLC | 28,777 | $1.79M | 1.24% | −14,596−33.7% | Reduced |
| American International Group, Inc. | 31,173 | $1.94M | 0.01% | −988−3.1% | Reduced |
| Millrace Asset Group, Inc. | 31,289 | $1.95M | 1.14% | −3,312−9.6% | Reduced |
| State of Tennessee, Treasury Department | 31,307 | $1.95M | 0.01% | +1,400+4.7% | Added |
| Walthausen & Co., LLC | 31,567 | $1.97M | 0.52% | −700−2.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 32,498 | $2.02M | 0.16% | +252+0.8% | Added |
| Voya Investment Management LLC | 33,258 | $2.07M | 0.00% | −341−1.0% | Reduced |
| Deutsche Bank AG | 35,715 | $2.23M | 0.00% | +1,205+3.5% | Added |
| State of Alaska, Department of Revenue | 35,990 | $2.24M | 0.02% | −870−2.4% | Reduced |
| Texas Permanent School Fund | 36,634 | $2.28M | 0.03% | −829−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,404 | $2.39M | 0.03% | +50.0% | Added |
| Jane Street Group, LLC | 39,187 | $2.44M | 0.00% | +33,842+633.2% | Added |
| State of New Jersey Common Pension Fund D | 40,546 | $2.53M | 0.01% | +2,015+5.2% | Added |
| Envestnet Asset Management Inc | 41,295 | $2.57M | 0.00% | +5,030+13.9% | Added |
| Thrivent Financial for Lutherans | 41,352 | $2.58M | 0.00% | +416+1.0% | Added |
| Credit Suisse AG | 41,877 | $2.61M | 0.00% | −1,053−2.5% | Reduced |
| Martin & Co Inc | 42,050 | $2.62M | 0.60% | −1,331−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 43,229 | $2.69M | 0.01% | −5,826−11.9% | Reduced |
| Great West Life Assurance Co | 43,685 | $2.72M | 0.01% | +366+0.8% | Added |
| Two Sigma Advisers, LP | 44,200 | $2.75M | 0.01% | +44,200 | New |
| AlphaCrest Capital Management LLC | 45,031 | $2.81M | 0.10% | +45,031 | New |
| HighTower Advisors, LLC | 45,325 | $2.82M | 0.01% | +10,037+28.4% | Added |
| Citigroup Inc | 45,388 | $2.83M | 0.00% | +12,683+38.8% | Added |
| Yousif Capital Management, LLC | 46,039 | $2.87M | 0.03% | +46,039 | New |
| Martingale Asset Management L P | 47,631 | $2.97M | 0.04% | −2,004−4.0% | Reduced |
| Gyon Technologies Capital Management, LP | 50,496 | $3.15M | 0.58% | +12,760+33.8% | Added |
| Man Group plc | 63,082 | $3.93M | 0.01% | +3,242+5.4% | Added |
| Public Employees Retirement System of Ohio | 65,468 | $4.08M | 0.01% | +4,114+6.7% | Added |
| State of Wisconsin Investment Board | 67,200 | $4.19M | 0.01% | +11,300+20.2% | Added |
| UBS Asset Management Americas Inc | 67,688 | $4.22M | 0.00% | +989+1.5% | Added |
| Victory Capital Management Inc | 68,791 | $4.29M | 0.00% | −4,393−6.0% | Reduced |
| Assenagon Asset Management S.A. | 70,239 | $4.38M | 0.02% | +70,239 | New |
| California State Teachers Retirement System | 70,898 | $4.42M | 0.01% | +2,026+2.9% | Added |
| Bridgewater Associates, LP | 71,868 | $4.48M | 0.03% | +19,646+37.6% | Added |
| Alliancebernstein L.P. | 76,200 | $4.75M | 0.00% | +86+0.1% | Added |