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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 3,562 | $222.0K | 0.05% | +3,562 | New |
| 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 |
| Peapack Gladstone Financial Corp | 3,410 | $212.0K | 0.00% | +174+5.4% | Added |
| Trexquant Investment LP | 3,394 | $211.0K | 0.01% | −2,741−44.7% | Reduced |
| 6 Meridian | 3,286 | $205.0K | 0.02% | +22+0.7% | Added |
| Alphasimplex Group, LLC | 3,281 | $204.0K | 0.35% | −2,602−44.2% | Reduced |
| Point72 Hong Kong Ltd | 3,138 | $195.0K | 0.02% | +2,708+629.8% | Added |
| KBC Group NV | 2,893 | $180.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,890 | $160.0K | 0.00% | +90+3.2% | Added |
| Group One Trading, L.P. | 2,143 | $134.0K | 0.00% | +2,143 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,004 | $125.0K | 0.00% | −13,871−87.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,900 | $118.0K | 0.00% | +103+5.7% | Added |
| Eaton Vance Management | 1,822 | $114.0K | 0.00% | −74−3.9% | Reduced |
| Eagle Bay Advisors LLC | 1,383 | $86.0K | 0.06% | −25−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,286 | $80.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,095 | $68.0K | 0.00% | +155+16.5% | Added |
| First Horizon Advisors, Inc. | 908 | $56.0K | 0.00% | +72+8.6% | Added |
| Sutton Wealth Advisors Inc. | 873 | $54.4K | 0.02% | +11+1.3% | Added |
| Signet Financial Management, LLC | 858 | $53.0K | 0.01% | +858 | New |
| FMR LLC | 828 | $51.0K | 0.00% | −7−0.8% | Reduced |
| Lindbrook Capital, LLC | 603 | $38.0K | 0.01% | +603 | New |
| Valley National Advisers Inc | 595 | $37.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 563 | $35.0K | 0.00% | +563 | New |
| IndexIQ Advisors LLC | 524 | $33.0K | 0.00% | +22+4.4% | Added |
| State of Wyoming | 478 | $30.0K | 0.01% | +478 | New |
| Dark Forest Capital Management LP | 467 | $29.0K | 0.01% | +467 | New |
| Marquette Asset Management, LLC | 397 | $25.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 237 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 241 | $15.0K | 0.02% | +241 | New |
| 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 |
| Bessemer Group Inc | 183 | $11.0K | 0.00% | +64+53.8% | Added |
| 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 |
| Quadrant Capital Group LLC | 114 | $7.00K | 0.00% | −15−11.6% | Reduced |
| Tarbox Family Office, Inc. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 89 | $6.00K | 0.00% | +89 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 50 | $3.12K | 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 |
| 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 |
| 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 |
| McDonald Partners LLC | 13 | $810 | 0.00% | +13 | New |
| Absolute Capital Management, LLC | 13 | $810 | 0.00% | +13 | New |
| Exane Derivatives | 6 | $374 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |