Skip to main content

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.

Institutional holdersQ1 2022: 267 institutions
Q1 2021: 232 institutionsQ2 2021: 238 institutionsQ3 2021: 254 institutionsQ4 2021: 266 institutionsQ1 2022: 267 institutionsQ2 2022: 263 institutionsQ3 2022: 242 institutionsQ4 2022: 279 institutionsQ1 2023: 288 institutionsQ2 2023: 312 institutionsQ3 2023: 274 institutionsQ4 2023: 289 institutionsQ1 2024: 305 institutionsQ2 2024: 320 institutionsQ3 2024: 378 institutionsQ4 2024: 386 institutionsQ1 2025: 380 institutionsQ2 2025: 380 institutionsQ3 2025: 379 institutionsQ4 2025: 390 institutionsQ1 2026: 400 institutionsQ2 2026: 405 institutions
Value heldQ1 2022: $3.56B
Q1 2021: $3.25BQ2 2021: $3.47BQ3 2021: $3.90BQ4 2021: $3.36BQ1 2022: $3.56BQ2 2022: $2.92BQ3 2022: $3.10BQ4 2022: $3.82BQ1 2023: $4.03BQ2 2023: $4.53BQ3 2023: $3.84BQ4 2023: $4.37BQ1 2024: $4.47BQ2 2024: $5.21BQ3 2024: $5.90BQ4 2024: $5.90BQ1 2025: $6.67BQ2 2025: $5.86BQ3 2025: $5.04BQ4 2025: $5.48BQ1 2026: $4.10BQ2 2026: $4.34B
Institutions holding MMSI and their total value by quarter
QuarterHoldersValue
Q2 2026405$4.34B
Q1 2026400$4.10B
Q4 2025390$5.48B
Q3 2025379$5.04B
Q2 2025380$5.86B
Q1 2025380$6.67B
Q4 2024386$5.90B
Q3 2024378$5.90B
Q2 2024320$5.21B
Q1 2024305$4.47B
Q4 2023289$4.37B
Q3 2023274$3.84B
Q2 2023312$4.53B
Q1 2023288$4.03B
Q4 2022279$3.82B
Q3 2022242$3.10B
Q2 2022263$2.92B
Q1 2022267$3.56B
Q4 2021266$3.36B
Q3 2021254$3.90B
Q2 2021238$3.47B
Q1 2021232$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.

Institutions holding MMSI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Jane Street Group, LLC34,393$2.29M0.00%−4,794−12.2%Reduced
Deutsche Bank AG32,860$2.19M0.00%−2,855−8.0%Reduced
Marshall Wace, LLP32,830$2.18M0.00%+17,696+116.9%Added
Natixis Advisors, L.P.31,324$2.08M0.01%+6,916+28.3%Added
American International Group, Inc.29,367$1.95M0.01%−1,806−5.8%Reduced
MetLife Investment Management28,593$1.90M0.01%+10,143+55.0%Added
Louisiana State Employees Retirement System24,700$1.74M0.04%+100+0.4%Added
Two Sigma Advisers, LP25,200$1.68M0.00%−19,000−43.0%Reduced
Amalgamated Bank24,651$1.64M0.01%−1,479−5.7%Reduced
Amalgamated Financial Corp.24,651$1.64M0.01%+24,651New
Blair William & Co23,717$1.58M0.01%−297−1.2%Reduced
STRS Ohio21,900$1.46M0.01%−800−3.5%Reduced
LPL Financial LLC21,950$1.44M0.00%+6,340+40.6%Added
Capital Impact Advisors, LLC21,450$1.43M1.04%−7,327−25.5%Reduced
Millrace Asset Group, Inc.21,417$1.43M1.04%−9,872−31.6%Reduced
State Board of Administration of Florida Retirement System21,189$1.41M0.00%00.0%Unchanged
Maryland State Retirement & Pension System20,376$1.35M0.04%+119+0.6%Added
Cornercap Investment Counsel Inc19,914$1.32M0.15%+3,188+19.1%Added
Oregon Public Employees Retirement Fund19,214$1.28M0.01%−186−1.0%Reduced
Centiva Capital, LP18,940$1.26M0.07%+18,940New
Zions Bancorporation, N.A.18,833$1.25M0.11%+4,939+35.5%Added
The PNC Financial Services Group, Inc.17,785$1.18M0.00%−1,314−6.9%Reduced
Tudor Investment Corp Et Al17,370$1.16M0.03%−10,705−38.1%Reduced
ClariVest Asset Management LLC17,253$1.15M0.05%00.0%Unchanged
Ensign Peak Advisors, Inc16,640$1.11M0.00%00.0%Unchanged
Toronto Dominion Bank16,100$1.07M0.00%+6,800+73.1%Added
Jackson Creek Investment Advisors LLC16,046$1.07M0.39%+1,007+6.7%Added
Shell Asset Management Co15,716$1.04M0.02%−2,314−12.8%Reduced
M&T Bank Corp15,656$1.04M0.00%+1,281+8.9%Added
AlphaCrest Capital Management LLC15,176$1.01M0.06%−29,855−66.3%Reduced
Federated Hermes, Inc.14,699$978.0K0.00%−60.0%Reduced
Bank of Montreal14,673$977.0K0.00%+131+0.9%Added
Gsa Capital Partners LLP14,584$970.0K0.13%+2,321+18.9%Added
Graham Capital Management, L.P.14,388$957.0K0.04%+14,388New
AE Wealth Management LLC14,152$941.0K0.01%−10,575−42.8%Reduced
Teachers Retirement System of the State of Kentucky13,806$918.0K0.01%00.0%Unchanged
Arizona State Retirement System13,735$914.0K0.01%+104+0.8%Added
Hillsdale Investment Management Inc.13,500$898.0K0.06%−1,000−6.9%Reduced
Stifel Financial Corp13,287$884.0K0.00%+1,805+15.7%Added
Virginia Retirement Systems Et Al13,200$878.0K0.01%+3,300+33.3%Added
BNP Paribas Arbitrage, SA13,164$875.7K0.00%−30,065−69.5%Reduced
Trexquant Investment LP12,251$815.0K0.04%+8,857+261.0%Added
Gotham Asset Management, LLC12,128$807.0K0.02%−295−2.4%Reduced
Wakefield Asset Management LLLP11,473$763.0K0.27%−73−0.6%Reduced
ProShare Advisors LLC11,395$759.0K0.00%−1,409−11.0%Reduced
Versor Investments LP11,057$736.0K0.03%+3,963+55.9%Added
Teacher Retirement System of Texas10,453$695.0K0.00%+735+7.6%Added
Janus Henderson Group PLC10,182$677.0K0.00%+10.0%Added
Everence Capital Management Inc10,140$675.0K0.05%+2,120+26.4%Added
US Bancorp10,069$669.0K0.00%−920−8.4%Reduced
Acadian Asset Management LLC10,018$665.0K0.00%−6,704−40.1%Reduced
First Trust Advisors LP9,762$649.0K0.00%+1,513+18.3%Added
American Century Companies Inc9,016$600.0K0.00%+1,369+17.9%Added
Great Lakes Advisors, LLC8,986$598.0K0.01%−7,676−46.1%Reduced
Edgestream Partners, L.P.8,773$584.0K0.05%−7,205−45.1%Reduced
Diversified Trust Co8,632$574.0K0.02%+8,632New
HSBC Holdings PLC8,467$568.0K0.00%−2,063−19.6%Reduced
Russell Investments Group, Ltd.8,438$560.0K0.00%+258+3.2%Added
Public Employees Retirement Association of Colorado8,229$547.0K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S8,114$540.0K0.02%+8,114New
Handelsbanken Fonder AB7,909$526.0K0.00%−3,300−29.4%Reduced
Algert Global LLC7,822$520.0K0.03%+7,822New
Mutual of America Capital Management LLC7,322$487.0K0.01%+380+5.5%Added
FDx Advisors, Inc.6,832$454.0K0.02%−1,087−13.7%Reduced
IndexIQ Advisors LLC6,831$454.0K0.02%+6,307+1,203.6%Added
Oberweis Asset Management Inc6,800$452.0K0.09%+2,600+61.9%Added
Putnam Investments LLC6,683$445.0K0.00%+6,683New
Zurcher Kantonalbank (Zurich Cantonalbank)6,584$438.0K0.00%00.0%Unchanged
Jupiter Asset Management Ltd6,422$427.0K0.01%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.6,421$427.0K0.00%+4+0.1%Added
Qube Research & Technologies Ltd6,231$414.0K0.00%−15,351−71.1%Reduced
Henshaw Capital LLC6,172$410.6K0.02%−400−6.1%Reduced
South Dakota Investment Council6,100$406.0K0.01%−1,500−19.7%Reduced
UBS Group AG6,088$405.0K0.00%−14,736−70.8%Reduced
Simplex Trading, LLC5,843$388.0K0.01%+929+18.9%Added
ExodusPoint Capital Management, LP5,700$379.0K0.01%−17,378−75.3%Reduced
Profund Advisors LLC5,460$363.0K0.02%+335+6.5%Added
Baird Financial Group, Inc.5,420$361.0K0.00%−63−1.1%Reduced
Franklin Resources Inc5,227$347.0K0.00%+91+1.8%Added
Crossmark Global Holdings, Inc.5,212$346.0K0.01%+210+4.2%Added
Duality Advisers, LP5,077$338.0K0.04%−20,250−80.0%Reduced
Paloma Partners Management Co5,033$335.0K0.03%−11,320−69.2%Reduced
Diametric Capital, LP5,000$332.0K0.18%+5,000New
Prelude Capital Management, LLC4,618$307.0K0.01%+4,618New
Squarepoint Ops LLC4,600$306.0K0.00%−10,421−69.4%Reduced
Raymond James Trust N.A.4,522$301.0K0.01%+371+8.9%Added
Sciencast Management LP4,487$292.0K0.07%−1,017−18.5%Reduced
Captrust Financial Advisors4,294$286.0K0.00%+651+17.9%Added
CAPROCK Group, Inc.4,300$286.0K0.03%+4,300New
Cim Investment Mangement Inc4,231$281.0K0.09%−491−10.4%Reduced
Peapack Gladstone Financial Corp4,191$279.0K0.01%+781+22.9%Added
CIBC Asset Management Inc4,086$272.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,025$268.0K0.01%00.0%Unchanged
Shepherd Kaplan Krochuk, LLC4,000$266.0K0.10%00.0%Unchanged
Lindenwold Advisors3,836$255.0K0.16%+200+5.5%Added
Mackenzie Financial Corp3,731$248.0K0.00%−68−1.8%Reduced
Prudent Man Advisors, LLC3,685$245.0K0.10%−177−4.6%Reduced
Nisa Investment Advisors, LLC3,690$245.0K0.00%+800+27.7%Added
O'Shaughnessy Asset Management, LLC3,623$241.0K0.00%+157+4.5%Added
CWM Advisors, LLC3,527$235.0K0.03%−378−9.7%Reduced