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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 3,430 | $228.0K | 0.01% | +3,430 | New |
| Metropolitan Life Insurance Co | 3,331 | $221.6K | 0.01% | −10,143−75.3% | Reduced |
| SG Americas Securities, LLC | 3,193 | $212.0K | 0.00% | −1,057−24.9% | Reduced |
| Shelton Capital Management | 3,169 | $211.0K | 0.01% | +3,169 | New |
| Redwood Investment Management, LLC | 3,125 | $208.0K | 0.03% | +3,125 | New |
| Engineers Gate Manager LP | 3,090 | $206.0K | 0.01% | −3,328−51.9% | Reduced |
| Pictet Asset Management SA | 3,009 | $200.0K | 0.00% | +3,009 | New |
| KBC Group NV | 2,893 | $192.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,957 | $129.0K | 0.00% | +57+3.0% | Added |
| Clear Street Markets LLC | 1,500 | $100.0K | 0.03% | +1,500 | New |
| Fifth Third Bancorp | 1,208 | $80.0K | 0.00% | +113+10.3% | Added |
| Harbor Investment Advisory, LLC | 1,195 | $79.0K | 0.01% | −91−7.1% | Reduced |
| Eagle Bay Advisors LLC | 1,000 | $67.0K | 0.05% | −383−27.7% | Reduced |
| Sutton Wealth Advisors Inc. | 937 | $62.3K | 0.02% | +64+7.3% | Added |
| First Horizon Advisors, Inc. | 824 | $55.0K | 0.00% | −84−9.3% | Reduced |
| Quantbot Technologies LP | 660 | $43.0K | 0.00% | +660 | New |
| Tower Research Capital LLC (TRC) | 613 | $41.0K | 0.00% | −3,536−85.2% | Reduced |
| Valley National Advisers Inc | 595 | $40.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 435 | $29.0K | 0.00% | +435 | New |
| TD Private Client Wealth LLC | 411 | $27.3K | 0.00% | +411 | New |
| Marquette Asset Management, LLC | 397 | $26.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 353 | $24.0K | 0.01% | +1+0.3% | Added |
| CIBC Private Wealth Group, LLC | 350 | $23.0K | 0.00% | +350 | New |
| CWM, LLC | 321 | $21.0K | 0.00% | +232+260.7% | Added |
| Ellevest, Inc. | 237 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 229 | $15.0K | 0.00% | +115+100.9% | 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 |
| Northwestern Mutual Wealth Management Co | 187 | $12.0K | 0.00% | +112+149.3% | Added |
| Brown Brothers Harriman & Co | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $11.0K | 0.01% | +172 | New |
| 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 |
| Parkside Financial Bank & Trust | 131 | $9.00K | 0.00% | −23−14.9% | Reduced |
| Bessemer Group Inc | 119 | $8.00K | 0.00% | −64−35.0% | Reduced |
| 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 |
| Tarbox Family Office, Inc. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 56 | $4.00K | 0.00% | −13−18.8% | Reduced |
| Massmutual Trust Co FSB | 57 | $4.00K | 0.00% | +57 | New |
| American Portfolios Advisors | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Exane Derivatives | 6 | $399 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |