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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $0 | 0.00% | +2+40.0% | Added |
| Central Trust Co | 5 | $0 | 0.00% | +5 | New |
| Money Concepts Capital Corp | 5 | $0 | 0.00% | +5 | New |
| Allworth Financial LP | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| TCWP LLC | 5 | $0 | 0.00% | +5 | New |
| Exane Derivatives | 6 | $399 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Cordant, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Parallel Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.00K | 0.00% | +13+130.0% | Added |
| Aua Capital Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Gemmer Asset Management LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | +29+223.1% | Added |
| Whittier Trust Co | 41 | $3.00K | 0.00% | +41 | New |
| Providence Capital Advisors, LLC | 42 | $3.00K | 0.00% | +42 | New |
| American Portfolios Advisors | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 56 | $4.00K | 0.00% | −13−18.8% | Reduced |
| Massmutual Trust Co FSB | 57 | $4.00K | 0.00% | +57 | New |
| Howe & Rusling Inc | 71 | $5.00K | 0.00% | +14+24.6% | Added |
| Plante Moran Financial Advisors, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 105 | $7.00K | 0.01% | −136−56.4% | Reduced |
| Fieldpoint Private Securities, LLC | 105 | $7.00K | 0.00% | +30+40.0% | Added |
| Bessemer Group Inc | 119 | $8.00K | 0.00% | −64−35.0% | Reduced |
| Parkside Financial Bank & Trust | 131 | $9.00K | 0.00% | −23−14.9% | Reduced |
| TCI Wealth Advisors, Inc. | 154 | $10.0K | 0.00% | −58−27.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 143 | $10.0K | 0.00% | +143 | New |
| Brown Brothers Harriman & Co | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $11.0K | 0.01% | +172 | New |
| Northwestern Mutual Wealth Management Co | 187 | $12.0K | 0.00% | +112+149.3% | Added |
| Lindbrook Capital, LLC | 192 | $13.0K | 0.00% | −411−68.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 197 | $13.0K | 0.00% | −12−5.7% | Reduced |
| Quadrant Capital Group LLC | 229 | $15.0K | 0.00% | +115+100.9% | Added |
| Ellevest, Inc. | 237 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 321 | $21.0K | 0.00% | +232+260.7% | Added |
| CIBC Private Wealth Group, LLC | 350 | $23.0K | 0.00% | +350 | New |
| Private Capital Group, LLC | 353 | $24.0K | 0.01% | +1+0.3% | Added |
| Marquette Asset Management, LLC | 397 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 411 | $27.3K | 0.00% | +411 | New |
| Meeder Asset Management Inc | 435 | $29.0K | 0.00% | +435 | New |
| Valley National Advisers Inc | 595 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 613 | $41.0K | 0.00% | −3,536−85.2% | Reduced |
| Quantbot Technologies LP | 660 | $43.0K | 0.00% | +660 | New |
| First Horizon Advisors, Inc. | 824 | $55.0K | 0.00% | −84−9.3% | Reduced |
| Sutton Wealth Advisors Inc. | 937 | $62.3K | 0.02% | +64+7.3% | Added |
| Eagle Bay Advisors LLC | 1,000 | $67.0K | 0.05% | −383−27.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,195 | $79.0K | 0.01% | −91−7.1% | Reduced |
| Fifth Third Bancorp | 1,208 | $80.0K | 0.00% | +113+10.3% | Added |
| Clear Street Markets LLC | 1,500 | $100.0K | 0.03% | +1,500 | New |
| Advisor Group Holdings, Inc. | 1,957 | $129.0K | 0.00% | +57+3.0% | Added |
| KBC Group NV | 2,893 | $192.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,009 | $200.0K | 0.00% | +3,009 | New |
| Engineers Gate Manager LP | 3,090 | $206.0K | 0.01% | −3,328−51.9% | Reduced |
| Redwood Investment Management, LLC | 3,125 | $208.0K | 0.03% | +3,125 | New |
| Shelton Capital Management | 3,169 | $211.0K | 0.01% | +3,169 | New |
| SG Americas Securities, LLC | 3,193 | $212.0K | 0.00% | −1,057−24.9% | Reduced |
| Metropolitan Life Insurance Co | 3,331 | $221.6K | 0.01% | −10,143−75.3% | Reduced |
| Winton Group Ltd | 3,430 | $228.0K | 0.01% | +3,430 | New |
| CWM Advisors, LLC | 3,527 | $235.0K | 0.03% | −378−9.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,623 | $241.0K | 0.00% | +157+4.5% | Added |
| Prudent Man Advisors, LLC | 3,685 | $245.0K | 0.10% | −177−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,690 | $245.0K | 0.00% | +800+27.7% | Added |
| Mackenzie Financial Corp | 3,731 | $248.0K | 0.00% | −68−1.8% | Reduced |
| Lindenwold Advisors | 3,836 | $255.0K | 0.16% | +200+5.5% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $266.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,025 | $268.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,086 | $272.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 4,191 | $279.0K | 0.01% | +781+22.9% | Added |
| Cim Investment Mangement Inc | 4,231 | $281.0K | 0.09% | −491−10.4% | Reduced |
| Captrust Financial Advisors | 4,294 | $286.0K | 0.00% | +651+17.9% | Added |
| CAPROCK Group, Inc. | 4,300 | $286.0K | 0.03% | +4,300 | New |
| Sciencast Management LP | 4,487 | $292.0K | 0.07% | −1,017−18.5% | Reduced |
| Raymond James Trust N.A. | 4,522 | $301.0K | 0.01% | +371+8.9% | Added |
| Squarepoint Ops LLC | 4,600 | $306.0K | 0.00% | −10,421−69.4% | Reduced |
| Prelude Capital Management, LLC | 4,618 | $307.0K | 0.01% | +4,618 | New |
| Diametric Capital, LP | 5,000 | $332.0K | 0.18% | +5,000 | New |
| Paloma Partners Management Co | 5,033 | $335.0K | 0.03% | −11,320−69.2% | Reduced |
| Duality Advisers, LP | 5,077 | $338.0K | 0.04% | −20,250−80.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,212 | $346.0K | 0.01% | +210+4.2% | Added |
| Franklin Resources Inc | 5,227 | $347.0K | 0.00% | +91+1.8% | Added |
| Baird Financial Group, Inc. | 5,420 | $361.0K | 0.00% | −63−1.1% | Reduced |
| Profund Advisors LLC | 5,460 | $363.0K | 0.02% | +335+6.5% | Added |
| ExodusPoint Capital Management, LP | 5,700 | $379.0K | 0.01% | −17,378−75.3% | Reduced |
| Simplex Trading, LLC | 5,843 | $388.0K | 0.01% | +929+18.9% | Added |
| UBS Group AG | 6,088 | $405.0K | 0.00% | −14,736−70.8% | Reduced |
| South Dakota Investment Council | 6,100 | $406.0K | 0.01% | −1,500−19.7% | Reduced |
| Henshaw Capital LLC | 6,172 | $410.6K | 0.02% | −400−6.1% | Reduced |
| Qube Research & Technologies Ltd | 6,231 | $414.0K | 0.00% | −15,351−71.1% | Reduced |
| Jupiter Asset Management Ltd | 6,422 | $427.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,421 | $427.0K | 0.00% | +4+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,584 | $438.0K | 0.00% | 00.0% | Unchanged |