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, Q1 2022
Institutional positions in Merit Medical Systems Inc as of Mar 31, 2022. 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
- 267
- +5 vs. Q4 2021
- Shares held
- 53.5M
- −441.3K (−0.8%) vs. Q4 2021
- Total value
- $3.56B
- +$198.8M (+5.9%) vs. Q4 2021
- New holders
- 35
- 107 more added
- Sold out
- 30
- 96 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,398,265 | $558.7M | 0.02% | +63,749+0.8% | Added |
| Vanguard Group Inc | 5,801,870 | $385.9M | 0.01% | +64,089+1.1% | Added |
| William Blair Investment Management, LLC | 3,351,688 | $223.0M | 0.67% | −5,950−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,962,222 | $197.0M | 1.73% | −148,778−4.8% | Reduced |
| Conestoga Capital Advisors, LLC | 2,535,932 | $168.7M | 2.54% | +25,145+1.0% | Added |
| State Street Corp | 1,883,152 | $125.3M | 0.01% | −31,297−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,604,567 | $106.7M | 0.03% | −8,588−0.5% | Reduced |
| Macquarie Group Ltd | 1,336,141 | $88.9M | 0.08% | −127,628−8.7% | Reduced |
| Aristotle Capital Boston, LLC | 1,241,815 | $82.6M | 2.09% | −22,963−1.8% | Reduced |
| Westwood Holdings Group Inc. | 1,195,347 | $79.5M | 0.73% | +13,198+1.1% | Added |
| Channing Capital Management, LLC | 989,506 | $65.8M | 1.94% | +135,725+15.9% | Added |
| Geode Capital Management, LLC | 911,959 | $60.7M | 0.01% | −13,351−1.4% | Reduced |
| Ameriprise Financial Inc | 909,360 | $60.5M | 0.02% | +60,659+7.1% | Added |
| Price T Rowe Associates Inc | 877,539 | $58.4M | 0.01% | +11,375+1.3% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 867,638 | $57.7M | 0.77% | −434,514−33.4% | Reduced |
| Loomis Sayles & Co L P | 853,725 | $56.8M | 0.08% | +63,281+8.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 725,079 | $48.2M | 0.29% | +88,251+13.9% | Added |
| Royal Bank of Canada | 605,168 | $40.3M | 0.01% | +43,037+7.7% | Added |
| Goldman Sachs Group Inc | 603,666 | $40.2M | 0.01% | −402,001−40.0% | Reduced |
| Rockefeller Capital Management L.P. | 598,797 | $39.8M | 0.19% | +485+0.1% | Added |
| Bank of New York Mellon Corp | 589,898 | $39.2M | 0.01% | +7,100+1.2% | Added |
| Northern Trust Corp | 567,939 | $37.8M | 0.01% | −15,602−2.7% | Reduced |
| Polar Capital Holdings Plc | 563,251 | $37.5M | 0.22% | −52,370−8.5% | Reduced |
| Emerald Advisers, LLC | 558,371 | $37.1M | 1.42% | +52,020+10.3% | Added |
| Nuveen Asset Management, LLC | 551,088 | $35.5M | 0.01% | +177,967+47.7% | Added |
| Charles Schwab Investment Management Inc | 492,135 | $32.7M | 0.01% | −10,262−2.0% | Reduced |
| Eagle Asset Management Inc | 479,924 | $31.9M | 0.16% | +24,176+5.3% | Added |
| Emerald Mutual Fund Advisers Trust | 470,059 | $31.3M | 1.38% | −42,159−8.2% | Reduced |
| Manufacturers Life Insurance Company, The | 466,682 | $31.0M | 0.02% | +30,551+7.0% | Added |
| Norges Bank | 431,578 | $28.7M | 0.01% | +16,100+3.9% | Added |
| Bank of America Corp | 387,416 | $25.8M | 0.00% | −41,856−9.8% | Reduced |
| Principal Financial Group Inc | 378,302 | $25.2M | 0.02% | −14,914−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 370,835 | $24.7M | 0.03% | −61,913−14.3% | Reduced |
| Millennium Management LLC | 352,388 | $23.4M | 0.03% | +339,452+2,624.1% | Added |
| Fisher Asset Management, LLC | 338,326 | $22.5M | 0.01% | +18,717+5.9% | Added |
| Frontier Capital Management Co LLC | 313,644 | $20.9M | 0.19% | −8,548−2.7% | Reduced |
| Glenmede Trust Co NA | 302,207 | $20.1M | 0.10% | −611−0.2% | Reduced |
| New York State Common Retirement Fund | 289,918 | $19.3M | 0.02% | +39,881+16.0% | Added |
| Invesco Ltd. | 273,258 | $18.2M | 0.00% | −149,819−35.4% | Reduced |
| Comerica Bank | 248,484 | $17.5M | 0.13% | +2,594+1.1% | Added |
| SEI Investments Co | 262,297 | $17.4M | 0.04% | +5,304+2.1% | Added |
| Parametric Portfolio Associates LLC | 245,960 | $16.4M | 0.01% | +4,805+2.0% | Added |
| American Capital Management Inc | 237,490 | $15.8M | 0.47% | −6,765−2.8% | Reduced |
| Prudential Financial Inc | 237,032 | $15.8M | 0.02% | +20,744+9.6% | Added |
| Morgan Stanley | 210,817 | $14.0M | 0.00% | −91,786−30.3% | Reduced |
| Ziegler Capital Management, LLC | 207,844 | $13.8M | 0.59% | +21,430+11.5% | Added |
| Point72 Asset Management, L.P. | 160,358 | $10.7M | 0.05% | −38,742−19.5% | Reduced |
| Legal & General Group Plc | 146,715 | $9.76M | 0.00% | −1,706−1.1% | Reduced |
| Ami Asset Management Corp | 142,912 | $9.51M | 0.50% | +7,763+5.7% | Added |
| Panagora Asset Management Inc | 139,835 | $9.30M | 0.05% | +42,741+44.0% | Added |
| Raymond James & Associates | 138,680 | $9.22M | 0.01% | +10,510+8.2% | Added |
| JPMorgan Chase & Co | 136,214 | $9.06M | 0.00% | +28,233+26.1% | Added |
| Citadel Advisors LLC | 134,638 | $8.96M | 0.01% | −185,971−58.0% | Reduced |
| Rhumbline Advisers | 132,266 | $8.80M | 0.01% | +5,501+4.3% | Added |
| Assenagon Asset Management S.A. | 123,359 | $8.21M | 0.03% | +53,120+75.6% | Added |
| Allspring Global Investments Holdings, LLC | 122,643 | $8.16M | 0.01% | +21,740+21.5% | Added |
| Swiss National Bank | 120,100 | $7.99M | 0.00% | +8,800+7.9% | Added |
| Rothschild & Co Asset Management US Inc. | 119,266 | $7.93M | 0.10% | −34,705−22.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 117,503 | $7.82M | 0.05% | −4,854−4.0% | Reduced |
| Bryn Mawr Trust Co | 115,566 | $7.69M | 0.30% | −9,839−7.8% | Reduced |
| Bridgewater Associates, LP | 106,987 | $7.12M | 0.03% | +35,119+48.9% | Added |
| Balyasny Asset Management LLC | 99,528 | $6.62M | 0.03% | +99,528 | New |
| FMR LLC | 99,195 | $6.60M | 0.00% | +98,367+11,880.1% | Added |
| Public Sector Pension Investment Board | 94,837 | $6.31M | 0.04% | −8,660−8.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 82,787 | $5.51M | 0.01% | −20,732−20.0% | Reduced |
| Brookfield Asset Management Inc. | 78,052 | $5.19M | 0.02% | +78,052 | New |
| New York State Teachers Retirement System | 77,714 | $5.17M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 76,472 | $5.09M | 0.00% | +272+0.4% | Added |
| State of Wisconsin Investment Board | 73,700 | $4.90M | 0.01% | +6,500+9.7% | Added |
| Victory Capital Management Inc | 74,911 | $4.79M | 0.00% | +6,120+8.9% | Added |
| Wells Fargo & Company | 69,621 | $4.63M | 0.00% | −20,173−22.5% | Reduced |
| UBS Asset Management Americas Inc | 67,183 | $4.47M | 0.00% | −505−0.7% | Reduced |
| Barclays PLC | 66,744 | $4.44M | 0.00% | −23,691−26.2% | Reduced |
| HighTower Advisors, LLC | 65,396 | $4.35M | 0.01% | +20,071+44.3% | Added |
| Public Employees Retirement System of Ohio | 65,371 | $4.35M | 0.02% | −97−0.1% | Reduced |
| California State Teachers Retirement System | 65,152 | $4.33M | 0.01% | −5,746−8.1% | Reduced |
| Man Group plc | 64,208 | $4.27M | 0.01% | +1,126+1.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 59,300 | $3.94M | 0.01% | +45,300+323.6% | Added |
| Allianz Asset Management GmbH | 58,208 | $3.87M | 0.00% | +58,208 | New |
| Citigroup Inc | 49,073 | $3.27M | 0.00% | +3,685+8.1% | Added |
| Credit Suisse AG | 47,658 | $3.17M | 0.00% | +5,781+13.8% | Added |
| Martingale Asset Management L P | 47,489 | $3.16M | 0.05% | −142−0.3% | Reduced |
| Envestnet Asset Management Inc | 47,203 | $3.14M | 0.00% | +5,908+14.3% | Added |
| Susquehanna Fundamental Investments, LLC | 46,642 | $3.10M | 0.06% | +36,577+363.4% | Added |
| Yousif Capital Management, LLC | 45,642 | $3.04M | 0.03% | −397−0.9% | Reduced |
| Great West Life Assurance Co | 43,851 | $2.99M | 0.01% | +166+0.4% | Added |
| State of New Jersey Common Pension Fund D | 44,097 | $2.93M | 0.01% | +3,551+8.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,805 | $2.91M | 0.03% | +5,401+14.1% | Added |
| Martin & Co Inc | 42,665 | $2.84M | 0.72% | +615+1.5% | Added |
| Cubist Systematic Strategies, LLC | 42,074 | $2.80M | 0.02% | −37,771−47.3% | Reduced |
| AQR Capital Management LLC | 41,547 | $2.76M | 0.01% | +13,135+46.2% | Added |
| Thrivent Financial for Lutherans | 41,365 | $2.75M | 0.01% | +130.0% | Added |
| Walthausen & Co., LLC | 38,627 | $2.57M | 0.72% | +7,060+22.4% | Added |
| Knights of Columbus Asset Advisors LLC | 37,711 | $2.51M | 0.21% | +5,213+16.0% | Added |
| Chartwell Investment Partners, LLC | 37,034 | $2.46M | 0.08% | +9,739+35.7% | Added |
| Voya Investment Management LLC | 37,004 | $2.46M | 0.01% | +3,746+11.3% | Added |
| Susquehanna International Group, LLP | 36,035 | $2.40M | 0.00% | +29,149+423.3% | Added |
| Texas Permanent School Fund | 36,023 | $2.40M | 0.03% | −611−1.7% | Reduced |
| State of Alaska, Department of Revenue | 35,435 | $2.36M | 0.02% | −555−1.5% | Reduced |
| State of Tennessee, Treasury Department | 34,747 | $2.31M | 0.01% | +3,440+11.0% | Added |