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 |
|---|---|---|---|---|---|
| Capital Impact Advisors, LLC | 28,777 | $1.79M | 1.24% | −14,596−33.7% | Reduced |
| AQR Capital Management LLC | 28,412 | $1.77M | 0.00% | +2,245+8.6% | Added |
| Tudor Investment Corp Et Al | 28,075 | $1.75M | 0.03% | +28,075 | New |
| Chartwell Investment Partners, LLC | 27,295 | $1.70M | 0.05% | −486−1.7% | Reduced |
| Voloridge Investment Management, LLC | 26,658 | $1.66M | 0.01% | +26,658 | New |
| Amalgamated Bank | 26,130 | $1.63M | 0.01% | −290−1.1% | Reduced |
| Duality Advisers, LP | 25,327 | $1.58M | 0.17% | +25,327 | New |
| AE Wealth Management LLC | 24,727 | $1.54M | 0.01% | +5,334+27.5% | Added |
| Louisiana State Employees Retirement System | 24,600 | $1.53M | 0.03% | +200+0.8% | Added |
| Natixis Advisors, L.P. | 24,408 | $1.52M | 0.01% | +3,884+18.9% | Added |
| Massachusetts Financial Services Co | 24,313 | $1.51M | 0.00% | −491−2.0% | Reduced |
| Blair William & Co | 24,014 | $1.50M | 0.00% | +20+0.1% | Added |
| ExodusPoint Capital Management, LP | 23,078 | $1.44M | 0.02% | +23,078 | New |
| STRS Ohio | 22,700 | $1.41M | 0.00% | +1,500+7.1% | Added |
| Qube Research & Technologies Ltd | 21,582 | $1.34M | 0.01% | +15,505+255.1% | Added |
| State Board of Administration of Florida Retirement System | 21,189 | $1.32M | 0.00% | −732−3.3% | Reduced |
| UBS Group AG | 20,824 | $1.30M | 0.00% | +20,242+3,478.0% | Added |
| Maryland State Retirement & Pension System | 20,257 | $1.26M | 0.03% | +330+1.7% | Added |
| Oregon Public Employees Retirement Fund | 19,400 | $1.21M | 0.01% | −598−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 19,099 | $1.19M | 0.00% | +15,290+401.4% | Added |
| MetLife Investment Management | 18,450 | $1.15M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 18,030 | $1.12M | 0.02% | +79+0.4% | Added |
| ClariVest Asset Management LLC | 17,253 | $1.07M | 0.03% | −3,975−18.7% | Reduced |
| Cornercap Investment Counsel Inc | 16,726 | $1.04M | 0.15% | +16,726 | New |
| Acadian Asset Management LLC | 16,722 | $1.04M | 0.00% | +612+3.8% | Added |
| Great Lakes Advisors, LLC | 16,662 | $1.04M | 0.02% | +3,192+23.7% | Added |
| Ensign Peak Advisors, Inc | 16,640 | $1.04M | 0.00% | −30,080−64.4% | Reduced |
| Paloma Partners Management Co | 16,353 | $1.02M | 0.03% | +16,353 | New |
| LPL Financial LLC | 15,610 | $996.0K | 0.00% | +3,013+23.9% | Added |
| Edgestream Partners, L.P. | 15,978 | $995.0K | 0.06% | −2,108−11.7% | Reduced |
| Marshall Wace, LLP | 15,134 | $942.0K | 0.00% | −13,217−46.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 15,039 | $937.0K | 0.34% | −1,049−6.5% | Reduced |
| Squarepoint Ops LLC | 15,021 | $936.0K | 0.00% | +6,621+78.8% | Added |
| Bank of Montreal | 14,542 | $934.0K | 0.00% | −249,393−94.5% | Reduced |
| Federated Hermes, Inc. | 14,705 | $916.0K | 0.00% | +60.0% | Added |
| Hillsdale Investment Management Inc. | 14,500 | $903.0K | 0.06% | −1,000−6.5% | Reduced |
| M&T Bank Corp | 14,375 | $896.0K | 0.00% | −2,923−16.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $872.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13,894 | $866.0K | 0.08% | +2,104+17.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,806 | $860.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,631 | $849.0K | 0.01% | −97−0.7% | Reduced |
| Metropolitan Life Insurance Co | 13,474 | $839.4K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 12,936 | $806.0K | 0.00% | −68,217−84.1% | Reduced |
| ProShare Advisors LLC | 12,804 | $797.0K | 0.00% | +4,918+62.4% | Added |
| Gotham Asset Management, LLC | 12,423 | $774.0K | 0.02% | −1,733−12.2% | Reduced |
| Gsa Capital Partners LLP | 12,263 | $764.0K | 0.10% | +12,263 | New |
| Wakefield Asset Management LLLP | 11,546 | $719.0K | 0.25% | +105+0.9% | Added |
| Stifel Financial Corp | 11,482 | $715.0K | 0.00% | +544+5.0% | Added |
| Handelsbanken Fonder AB | 11,209 | $698.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,989 | $683.0K | 0.00% | −550−4.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 10,300 | $659.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,530 | $658.0K | 0.00% | +4,045+62.4% | Added |
| Janus Henderson Group PLC | 10,181 | $635.0K | 0.00% | +5,126+101.4% | Added |
| Susquehanna Fundamental Investments, LLC | 10,065 | $627.0K | 0.02% | −26,847−72.7% | Reduced |
| Virginia Retirement Systems Et Al | 9,900 | $617.0K | 0.01% | +2,900+41.4% | Added |
| Teacher Retirement System of Texas | 9,718 | $605.0K | 0.00% | +1,662+20.6% | Added |
| Wellington Management Group LLP | 9,447 | $589.0K | 0.00% | +9,447 | New |
| Toronto Dominion Bank | 9,300 | $579.0K | 0.00% | +9,300 | New |
| Exchange Traded Concepts, LLC | 8,845 | $551.0K | 0.01% | +159+1.8% | Added |
| First Trust Advisors LP | 8,249 | $514.0K | 0.00% | −26,470−76.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $513.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,180 | $509.0K | 0.00% | −18,959−69.9% | Reduced |
| Everence Capital Management Inc | 8,020 | $500.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,942 | $495.0K | 0.03% | +7,942 | New |
| FDx Advisors, Inc. | 7,919 | $493.0K | 0.01% | +1,043+15.2% | Added |
| American Century Companies Inc | 7,647 | $476.0K | 0.00% | +1,034+15.6% | Added |
| South Dakota Investment Council | 7,600 | $473.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,480 | $466.0K | 0.05% | +7,480 | New |
| Twinbeech Capital LP | 7,413 | $462.0K | 0.03% | −3,405−31.5% | Reduced |
| Versor Investments LP | 7,094 | $442.0K | 0.01% | −4,847−40.6% | Reduced |
| Mutual of America Capital Management LLC | 6,942 | $432.0K | 0.00% | +189+2.8% | Added |
| Susquehanna International Group, LLP | 6,886 | $429.0K | 0.00% | −932−11.9% | Reduced |
| Blueshift Asset Management, LLC | 6,839 | $426.0K | 0.04% | +6,839 | New |
| Jupiter Asset Management Ltd | 6,422 | $411.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,584 | $410.0K | 0.00% | +843+14.7% | Added |
| Henshaw Capital LLC | 6,572 | $409.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Campbell & CO Investment Adviser LLC | 6,400 | $399.0K | 0.14% | +6,400 | New |
| Sciencast Management LP | 5,504 | $349.0K | 0.06% | +5,504 | New |
| Baird Financial Group, Inc. | 5,483 | $342.0K | 0.00% | −5,539−50.3% | Reduced |
| HRT Financial LP | 5,485 | $341.0K | 0.00% | +171+3.2% | Added |
| Franklin Resources Inc | 5,136 | $321.0K | 0.00% | −317−5.8% | Reduced |
| Profund Advisors LLC | 5,125 | $319.0K | 0.01% | +205+4.2% | Added |
| Crossmark Global Holdings, Inc. | 5,002 | $312.0K | 0.01% | −5,870−54.0% | Reduced |
| Simplex Trading, LLC | 4,914 | $306.0K | 0.01% | +4,914 | New |
| Cim Investment Mangement Inc | 4,722 | $294.0K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,250 | $265.0K | 0.00% | −29,628−87.5% | Reduced |
| 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 |
| 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 |
| CIBC Asset Management Inc | 4,086 | $255.0K | 0.00% | +4,086 | New |
| Ameritas Investment Partners, Inc. | 4,025 | $251.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $249.0K | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,905 | $243.0K | 0.03% | +671+20.7% | Added |
| Prudent Man Advisors, LLC | 3,862 | $241.0K | 0.09% | −660−14.6% | Reduced |
| Mackenzie Financial Corp | 3,799 | $237.0K | 0.00% | +129+3.5% | Added |
| Captrust Financial Advisors | 3,643 | $227.0K | 0.00% | −32−0.9% | Reduced |
| Lindenwold Advisors | 3,636 | $227.0K | 0.13% | +3,636 | New |