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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 77,714 | $4.84M | 0.01% | +1,302+1.7% | Added |
| Cubist Systematic Strategies, LLC | 79,845 | $4.97M | 0.05% | +64,649+425.4% | Added |
| Crestline Management, LP | 87,092 | $5.43M | 0.41% | +4,499+5.4% | Added |
| Wells Fargo & Company | 89,794 | $5.59M | 0.00% | −113,227−55.8% | Reduced |
| Barclays PLC | 90,435 | $5.63M | 0.00% | +42,837+90.0% | Added |
| Panagora Asset Management Inc | 97,094 | $6.05M | 0.03% | +14,673+17.8% | Added |
| Allspring Global Investments Holdings, LLC | 100,903 | $6.29M | 0.01% | +100,903 | New |
| Two Sigma Investments, LP | 101,487 | $6.32M | 0.02% | +101,487 | New |
| Public Sector Pension Investment Board | 103,497 | $6.45M | 0.04% | +1,170+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 103,519 | $6.45M | 0.01% | +23,566+29.5% | Added |
| JPMorgan Chase & Co | 107,981 | $6.73M | 0.00% | +18,244+20.3% | Added |
| Swiss National Bank | 111,300 | $6.93M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 122,357 | $7.62M | 0.05% | −12,516−9.3% | Reduced |
| Bryn Mawr Trust Co | 125,405 | $7.81M | 0.28% | −467−0.4% | Reduced |
| Rhumbline Advisers | 126,765 | $7.90M | 0.01% | +3,607+2.9% | Added |
| Raymond James & Associates | 128,170 | $7.99M | 0.01% | +59,033+85.4% | Added |
| Ami Asset Management Corp | 135,149 | $8.42M | 0.41% | −30,303−18.3% | Reduced |
| Legal & General Group Plc | 148,421 | $9.25M | 0.00% | +5,719+4.0% | Added |
| Rothschild & Co Asset Management US Inc. | 153,971 | $9.59M | 0.11% | −1,801−1.2% | Reduced |
| Ziegler Capital Management, LLC | 186,414 | $11.6M | 0.42% | −4,412−2.3% | Reduced |
| Point72 Asset Management, L.P. | 199,100 | $12.4M | 0.06% | +98,601+98.1% | Added |
| Prudential Financial Inc | 216,288 | $13.5M | 0.02% | −7,155−3.2% | Reduced |
| Comerica Bank | 245,890 | $13.6M | 0.10% | −324−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 241,155 | $15.0M | 0.01% | +11,512+5.0% | Added |
| American Capital Management Inc | 244,255 | $15.2M | 0.39% | −200−0.1% | Reduced |
| New York State Common Retirement Fund | 250,037 | $15.6M | 0.02% | +993+0.4% | Added |
| SEI Investments Co | 256,993 | $16.0M | 0.03% | −9,095−3.4% | Reduced |
| Morgan Stanley | 302,603 | $18.9M | 0.00% | +65,590+27.7% | Added |
| Glenmede Trust Co NA | 302,818 | $18.9M | 0.09% | −2,081−0.7% | Reduced |
| Fisher Asset Management, LLC | 319,609 | $19.9M | 0.01% | +5,352+1.7% | Added |
| Citadel Advisors LLC | 320,609 | $20.0M | 0.02% | +294,011+1,105.4% | Added |
| Frontier Capital Management Co LLC | 322,192 | $20.1M | 0.16% | −3,306−1.0% | Reduced |
| Nuveen Asset Management, LLC | 373,121 | $23.2M | 0.01% | −18,303−4.7% | Reduced |
| Principal Financial Group Inc | 393,216 | $24.5M | 0.01% | +26,314+7.2% | Added |
| Norges Bank | 415,478 | $25.9M | 0.01% | +49,363+13.5% | Added |
| Invesco Ltd. | 423,077 | $26.4M | 0.01% | −8,702−2.0% | Reduced |
| Bank of America Corp | 429,272 | $26.7M | 0.00% | +35,974+9.1% | Added |
| D. E. Shaw & Co., Inc. | 432,748 | $27.0M | 0.03% | +75,991+21.3% | Added |
| Manufacturers Life Insurance Company, The | 436,131 | $27.3M | 0.02% | −31,103−6.7% | Reduced |
| Eagle Asset Management Inc | 455,748 | $29.2M | 0.13% | +455,748 | New |
| Charles Schwab Investment Management Inc | 502,397 | $31.3M | 0.01% | +6,149+1.2% | Added |
| Emerald Advisers, LLC | 506,351 | $31.5M | 1.16% | +56,564+12.6% | Added |
| Emerald Mutual Fund Advisers Trust | 512,218 | $31.9M | 1.12% | +40,000+8.5% | Added |
| Royal Bank of Canada | 562,131 | $35.0M | 0.01% | −1,811−0.3% | Reduced |
| Bank of New York Mellon Corp | 582,798 | $36.3M | 0.01% | −5,035−0.9% | Reduced |
| Northern Trust Corp | 583,541 | $36.4M | 0.01% | −6,371−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 598,312 | $37.3M | 0.17% | −4,723−0.8% | Reduced |
| Polar Capital Holdings Plc | 615,621 | $38.4M | 0.20% | −72,610−10.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 636,828 | $39.7M | 0.23% | +94,726+17.5% | Added |
| Loomis Sayles & Co L P | 790,444 | $49.2M | 0.06% | −21,373−2.6% | Reduced |
| Ameriprise Financial Inc | 848,701 | $52.9M | 0.01% | +123,758+17.1% | Added |
| Channing Capital Management, LLC | 853,781 | $53.2M | 1.51% | +56,405+7.1% | Added |
| Price T Rowe Associates Inc | 866,164 | $54.0M | 0.00% | +943+0.1% | Added |
| Geode Capital Management, LLC | 925,310 | $57.6M | 0.01% | +54,045+6.2% | Added |
| Goldman Sachs Group Inc | 1,005,667 | $62.7M | 0.02% | −42,320−4.0% | Reduced |
| Westwood Holdings Group Inc. | 1,182,149 | $73.6M | 0.66% | +338,655+40.1% | Added |
| Aristotle Capital Boston, LLC | 1,264,778 | $78.8M | 1.85% | −45,515−3.5% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 1,302,152 | $81.1M | 1.12% | −2,239,448−63.2% | Reduced |
| Macquarie Group Ltd | 1,463,769 | $91.2M | 0.08% | +24,495+1.7% | Added |
| Dimensional Fund Advisors LP | 1,613,155 | $100.5M | 0.03% | −50,245−3.0% | Reduced |
| State Street Corp | 1,914,449 | $119.3M | 0.01% | +58,884+3.2% | Added |
| Conestoga Capital Advisors, LLC | 2,510,787 | $156.4M | 2.03% | +117,795+4.9% | Added |
| ArrowMark Colorado Holdings LLC | 3,111,000 | $193.8M | 1.56% | −543,578−14.9% | Reduced |
| William Blair Investment Management, LLC | 3,357,638 | $209.2M | 0.57% | −25,024−0.7% | Reduced |
| Vanguard Group Inc | 5,737,781 | $357.5M | 0.01% | +68,821+1.2% | Added |
| BlackRock Inc. | 8,334,516 | $519.2M | 0.01% | +809,628+10.8% | Added |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −161,176−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −136,045−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −56,639−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,012−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −47,532−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −28,925−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −6,805−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,278−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,237−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,909−100.0% | Sold out |
| Marco Investment Management LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |