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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 6,683 | $445.0K | 0.00% | +6,683 | New |
| Oberweis Asset Management Inc | 6,800 | $452.0K | 0.09% | +2,600+61.9% | Added |
| FDx Advisors, Inc. | 6,832 | $454.0K | 0.02% | −1,087−13.7% | Reduced |
| IndexIQ Advisors LLC | 6,831 | $454.0K | 0.02% | +6,307+1,203.6% | Added |
| Mutual of America Capital Management LLC | 7,322 | $487.0K | 0.01% | +380+5.5% | Added |
| Algert Global LLC | 7,822 | $520.0K | 0.03% | +7,822 | New |
| Handelsbanken Fonder AB | 7,909 | $526.0K | 0.00% | −3,300−29.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,114 | $540.0K | 0.02% | +8,114 | New |
| Public Employees Retirement Association of Colorado | 8,229 | $547.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,438 | $560.0K | 0.00% | +258+3.2% | Added |
| HSBC Holdings PLC | 8,467 | $568.0K | 0.00% | −2,063−19.6% | Reduced |
| Diversified Trust Co | 8,632 | $574.0K | 0.02% | +8,632 | New |
| Edgestream Partners, L.P. | 8,773 | $584.0K | 0.05% | −7,205−45.1% | Reduced |
| Great Lakes Advisors, LLC | 8,986 | $598.0K | 0.01% | −7,676−46.1% | Reduced |
| American Century Companies Inc | 9,016 | $600.0K | 0.00% | +1,369+17.9% | Added |
| First Trust Advisors LP | 9,762 | $649.0K | 0.00% | +1,513+18.3% | Added |
| Acadian Asset Management LLC | 10,018 | $665.0K | 0.00% | −6,704−40.1% | Reduced |
| US Bancorp | 10,069 | $669.0K | 0.00% | −920−8.4% | Reduced |
| Everence Capital Management Inc | 10,140 | $675.0K | 0.05% | +2,120+26.4% | Added |
| Janus Henderson Group PLC | 10,182 | $677.0K | 0.00% | +10.0% | Added |
| Teacher Retirement System of Texas | 10,453 | $695.0K | 0.00% | +735+7.6% | Added |
| Versor Investments LP | 11,057 | $736.0K | 0.03% | +3,963+55.9% | Added |
| ProShare Advisors LLC | 11,395 | $759.0K | 0.00% | −1,409−11.0% | Reduced |
| Wakefield Asset Management LLLP | 11,473 | $763.0K | 0.27% | −73−0.6% | Reduced |
| Gotham Asset Management, LLC | 12,128 | $807.0K | 0.02% | −295−2.4% | Reduced |
| Trexquant Investment LP | 12,251 | $815.0K | 0.04% | +8,857+261.0% | Added |
| BNP Paribas Arbitrage, SA | 13,164 | $875.7K | 0.00% | −30,065−69.5% | Reduced |
| Virginia Retirement Systems Et Al | 13,200 | $878.0K | 0.01% | +3,300+33.3% | Added |
| Stifel Financial Corp | 13,287 | $884.0K | 0.00% | +1,805+15.7% | Added |
| Hillsdale Investment Management Inc. | 13,500 | $898.0K | 0.06% | −1,000−6.9% | Reduced |
| Arizona State Retirement System | 13,735 | $914.0K | 0.01% | +104+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,806 | $918.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,152 | $941.0K | 0.01% | −10,575−42.8% | Reduced |
| Graham Capital Management, L.P. | 14,388 | $957.0K | 0.04% | +14,388 | New |
| Gsa Capital Partners LLP | 14,584 | $970.0K | 0.13% | +2,321+18.9% | Added |
| Bank of Montreal | 14,673 | $977.0K | 0.00% | +131+0.9% | Added |
| Federated Hermes, Inc. | 14,699 | $978.0K | 0.00% | −60.0% | Reduced |
| AlphaCrest Capital Management LLC | 15,176 | $1.01M | 0.06% | −29,855−66.3% | Reduced |
| M&T Bank Corp | 15,656 | $1.04M | 0.00% | +1,281+8.9% | Added |
| Shell Asset Management Co | 15,716 | $1.04M | 0.02% | −2,314−12.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 16,046 | $1.07M | 0.39% | +1,007+6.7% | Added |
| Toronto Dominion Bank | 16,100 | $1.07M | 0.00% | +6,800+73.1% | Added |
| Ensign Peak Advisors, Inc | 16,640 | $1.11M | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17,253 | $1.15M | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 17,370 | $1.16M | 0.03% | −10,705−38.1% | Reduced |
| The PNC Financial Services Group, Inc. | 17,785 | $1.18M | 0.00% | −1,314−6.9% | Reduced |
| Zions Bancorporation, N.A. | 18,833 | $1.25M | 0.11% | +4,939+35.5% | Added |
| Centiva Capital, LP | 18,940 | $1.26M | 0.07% | +18,940 | New |
| Oregon Public Employees Retirement Fund | 19,214 | $1.28M | 0.01% | −186−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 19,914 | $1.32M | 0.15% | +3,188+19.1% | Added |
| Maryland State Retirement & Pension System | 20,376 | $1.35M | 0.04% | +119+0.6% | Added |
| State Board of Administration of Florida Retirement System | 21,189 | $1.41M | 0.00% | 00.0% | Unchanged |
| Millrace Asset Group, Inc. | 21,417 | $1.43M | 1.04% | −9,872−31.6% | Reduced |
| Capital Impact Advisors, LLC | 21,450 | $1.43M | 1.04% | −7,327−25.5% | Reduced |
| LPL Financial LLC | 21,950 | $1.44M | 0.00% | +6,340+40.6% | Added |
| STRS Ohio | 21,900 | $1.46M | 0.01% | −800−3.5% | Reduced |
| Blair William & Co | 23,717 | $1.58M | 0.01% | −297−1.2% | Reduced |
| Amalgamated Bank | 24,651 | $1.64M | 0.01% | −1,479−5.7% | Reduced |
| Amalgamated Financial Corp. | 24,651 | $1.64M | 0.01% | +24,651 | New |
| Two Sigma Advisers, LP | 25,200 | $1.68M | 0.00% | −19,000−43.0% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $1.74M | 0.04% | +100+0.4% | Added |
| MetLife Investment Management | 28,593 | $1.90M | 0.01% | +10,143+55.0% | Added |
| American International Group, Inc. | 29,367 | $1.95M | 0.01% | −1,806−5.8% | Reduced |
| Natixis Advisors, L.P. | 31,324 | $2.08M | 0.01% | +6,916+28.3% | Added |
| Marshall Wace, LLP | 32,830 | $2.18M | 0.00% | +17,696+116.9% | Added |
| Deutsche Bank AG | 32,860 | $2.19M | 0.00% | −2,855−8.0% | Reduced |
| Jane Street Group, LLC | 34,393 | $2.29M | 0.00% | −4,794−12.2% | Reduced |
| State of Tennessee, Treasury Department | 34,747 | $2.31M | 0.01% | +3,440+11.0% | Added |
| State of Alaska, Department of Revenue | 35,435 | $2.36M | 0.02% | −555−1.5% | Reduced |
| Texas Permanent School Fund | 36,023 | $2.40M | 0.03% | −611−1.7% | Reduced |
| Susquehanna International Group, LLP | 36,035 | $2.40M | 0.00% | +29,149+423.3% | Added |
| Voya Investment Management LLC | 37,004 | $2.46M | 0.01% | +3,746+11.3% | Added |
| Chartwell Investment Partners, LLC | 37,034 | $2.46M | 0.08% | +9,739+35.7% | Added |
| Knights of Columbus Asset Advisors LLC | 37,711 | $2.51M | 0.21% | +5,213+16.0% | Added |
| Walthausen & Co., LLC | 38,627 | $2.57M | 0.72% | +7,060+22.4% | Added |
| Thrivent Financial for Lutherans | 41,365 | $2.75M | 0.01% | +130.0% | Added |
| AQR Capital Management LLC | 41,547 | $2.76M | 0.01% | +13,135+46.2% | Added |
| Cubist Systematic Strategies, LLC | 42,074 | $2.80M | 0.02% | −37,771−47.3% | Reduced |
| Martin & Co Inc | 42,665 | $2.84M | 0.72% | +615+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,805 | $2.91M | 0.03% | +5,401+14.1% | Added |
| State of New Jersey Common Pension Fund D | 44,097 | $2.93M | 0.01% | +3,551+8.8% | Added |
| Great West Life Assurance Co | 43,851 | $2.99M | 0.01% | +166+0.4% | Added |
| Yousif Capital Management, LLC | 45,642 | $3.04M | 0.03% | −397−0.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 46,642 | $3.10M | 0.06% | +36,577+363.4% | Added |
| Envestnet Asset Management Inc | 47,203 | $3.14M | 0.00% | +5,908+14.3% | Added |
| Martingale Asset Management L P | 47,489 | $3.16M | 0.05% | −142−0.3% | Reduced |
| Credit Suisse AG | 47,658 | $3.17M | 0.00% | +5,781+13.8% | Added |
| Citigroup Inc | 49,073 | $3.27M | 0.00% | +3,685+8.1% | Added |
| Allianz Asset Management GmbH | 58,208 | $3.87M | 0.00% | +58,208 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 59,300 | $3.94M | 0.01% | +45,300+323.6% | Added |
| Man Group plc | 64,208 | $4.27M | 0.01% | +1,126+1.8% | Added |
| California State Teachers Retirement System | 65,152 | $4.33M | 0.01% | −5,746−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 65,371 | $4.35M | 0.02% | −97−0.1% | Reduced |
| HighTower Advisors, LLC | 65,396 | $4.35M | 0.01% | +20,071+44.3% | Added |
| Barclays PLC | 66,744 | $4.44M | 0.00% | −23,691−26.2% | Reduced |
| UBS Asset Management Americas Inc | 67,183 | $4.47M | 0.00% | −505−0.7% | Reduced |
| Wells Fargo & Company | 69,621 | $4.63M | 0.00% | −20,173−22.5% | Reduced |
| Victory Capital Management Inc | 74,911 | $4.79M | 0.00% | +6,120+8.9% | Added |
| State of Wisconsin Investment Board | 73,700 | $4.90M | 0.01% | +6,500+9.7% | Added |
| Alliancebernstein L.P. | 76,472 | $5.09M | 0.00% | +272+0.4% | Added |