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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 77,714 | $5.17M | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 78,052 | $5.19M | 0.02% | +78,052 | New |
| Arrowstreet Capital, Limited Partnership | 82,787 | $5.51M | 0.01% | −20,732−20.0% | Reduced |
| Public Sector Pension Investment Board | 94,837 | $6.31M | 0.04% | −8,660−8.4% | Reduced |
| FMR LLC | 99,195 | $6.60M | 0.00% | +98,367+11,880.1% | Added |
| Balyasny Asset Management LLC | 99,528 | $6.62M | 0.03% | +99,528 | New |
| Bridgewater Associates, LP | 106,987 | $7.12M | 0.03% | +35,119+48.9% | Added |
| Bryn Mawr Trust Co | 115,566 | $7.69M | 0.30% | −9,839−7.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 117,503 | $7.82M | 0.05% | −4,854−4.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 119,266 | $7.93M | 0.10% | −34,705−22.5% | Reduced |
| Swiss National Bank | 120,100 | $7.99M | 0.00% | +8,800+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 122,643 | $8.16M | 0.01% | +21,740+21.5% | Added |
| Assenagon Asset Management S.A. | 123,359 | $8.21M | 0.03% | +53,120+75.6% | Added |
| Rhumbline Advisers | 132,266 | $8.80M | 0.01% | +5,501+4.3% | Added |
| Citadel Advisors LLC | 134,638 | $8.96M | 0.01% | −185,971−58.0% | Reduced |
| JPMorgan Chase & Co | 136,214 | $9.06M | 0.00% | +28,233+26.1% | Added |
| Raymond James & Associates | 138,680 | $9.22M | 0.01% | +10,510+8.2% | Added |
| Panagora Asset Management Inc | 139,835 | $9.30M | 0.05% | +42,741+44.0% | Added |
| Ami Asset Management Corp | 142,912 | $9.51M | 0.50% | +7,763+5.7% | Added |
| Legal & General Group Plc | 146,715 | $9.76M | 0.00% | −1,706−1.1% | Reduced |
| Point72 Asset Management, L.P. | 160,358 | $10.7M | 0.05% | −38,742−19.5% | Reduced |
| Ziegler Capital Management, LLC | 207,844 | $13.8M | 0.59% | +21,430+11.5% | Added |
| Morgan Stanley | 210,817 | $14.0M | 0.00% | −91,786−30.3% | Reduced |
| Prudential Financial Inc | 237,032 | $15.8M | 0.02% | +20,744+9.6% | Added |
| American Capital Management Inc | 237,490 | $15.8M | 0.47% | −6,765−2.8% | Reduced |
| Parametric Portfolio Associates LLC | 245,960 | $16.4M | 0.01% | +4,805+2.0% | Added |
| SEI Investments Co | 262,297 | $17.4M | 0.04% | +5,304+2.1% | Added |
| Comerica Bank | 248,484 | $17.5M | 0.13% | +2,594+1.1% | Added |
| Invesco Ltd. | 273,258 | $18.2M | 0.00% | −149,819−35.4% | Reduced |
| New York State Common Retirement Fund | 289,918 | $19.3M | 0.02% | +39,881+16.0% | Added |
| Glenmede Trust Co NA | 302,207 | $20.1M | 0.10% | −611−0.2% | Reduced |
| Frontier Capital Management Co LLC | 313,644 | $20.9M | 0.19% | −8,548−2.7% | Reduced |
| Fisher Asset Management, LLC | 338,326 | $22.5M | 0.01% | +18,717+5.9% | Added |
| Millennium Management LLC | 352,388 | $23.4M | 0.03% | +339,452+2,624.1% | Added |
| D. E. Shaw & Co., Inc. | 370,835 | $24.7M | 0.03% | −61,913−14.3% | Reduced |
| Principal Financial Group Inc | 378,302 | $25.2M | 0.02% | −14,914−3.8% | Reduced |
| Bank of America Corp | 387,416 | $25.8M | 0.00% | −41,856−9.8% | Reduced |
| Norges Bank | 431,578 | $28.7M | 0.01% | +16,100+3.9% | Added |
| Manufacturers Life Insurance Company, The | 466,682 | $31.0M | 0.02% | +30,551+7.0% | Added |
| Emerald Mutual Fund Advisers Trust | 470,059 | $31.3M | 1.38% | −42,159−8.2% | Reduced |
| Eagle Asset Management Inc | 479,924 | $31.9M | 0.16% | +24,176+5.3% | Added |
| Charles Schwab Investment Management Inc | 492,135 | $32.7M | 0.01% | −10,262−2.0% | Reduced |
| Nuveen Asset Management, LLC | 551,088 | $35.5M | 0.01% | +177,967+47.7% | Added |
| Emerald Advisers, LLC | 558,371 | $37.1M | 1.42% | +52,020+10.3% | Added |
| Polar Capital Holdings Plc | 563,251 | $37.5M | 0.22% | −52,370−8.5% | Reduced |
| Northern Trust Corp | 567,939 | $37.8M | 0.01% | −15,602−2.7% | Reduced |
| Bank of New York Mellon Corp | 589,898 | $39.2M | 0.01% | +7,100+1.2% | Added |
| Rockefeller Capital Management L.P. | 598,797 | $39.8M | 0.19% | +485+0.1% | Added |
| Goldman Sachs Group Inc | 603,666 | $40.2M | 0.01% | −402,001−40.0% | Reduced |
| Royal Bank of Canada | 605,168 | $40.3M | 0.01% | +43,037+7.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 725,079 | $48.2M | 0.29% | +88,251+13.9% | Added |
| Loomis Sayles & Co L P | 853,725 | $56.8M | 0.08% | +63,281+8.0% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 867,638 | $57.7M | 0.77% | −434,514−33.4% | Reduced |
| Price T Rowe Associates Inc | 877,539 | $58.4M | 0.01% | +11,375+1.3% | Added |
| Ameriprise Financial Inc | 909,360 | $60.5M | 0.02% | +60,659+7.1% | Added |
| Geode Capital Management, LLC | 911,959 | $60.7M | 0.01% | −13,351−1.4% | Reduced |
| Channing Capital Management, LLC | 989,506 | $65.8M | 1.94% | +135,725+15.9% | Added |
| Westwood Holdings Group Inc. | 1,195,347 | $79.5M | 0.73% | +13,198+1.1% | Added |
| Aristotle Capital Boston, LLC | 1,241,815 | $82.6M | 2.09% | −22,963−1.8% | Reduced |
| Macquarie Group Ltd | 1,336,141 | $88.9M | 0.08% | −127,628−8.7% | Reduced |
| Dimensional Fund Advisors LP | 1,604,567 | $106.7M | 0.03% | −8,588−0.5% | Reduced |
| State Street Corp | 1,883,152 | $125.3M | 0.01% | −31,297−1.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,535,932 | $168.7M | 2.54% | +25,145+1.0% | Added |
| ArrowMark Colorado Holdings LLC | 2,962,222 | $197.0M | 1.73% | −148,778−4.8% | Reduced |
| William Blair Investment Management, LLC | 3,351,688 | $223.0M | 0.67% | −5,950−0.2% | Reduced |
| Vanguard Group Inc | 5,801,870 | $385.9M | 0.01% | +64,089+1.1% | Added |
| BlackRock Inc. | 8,398,265 | $558.7M | 0.02% | +63,749+0.8% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −101,487−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −87,092−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −50,496−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,658−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −24,313−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,447−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,413−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |