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, Q2 2022

Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
263
+3 vs. Q1 2022
Shares held
53.7M
+585.7K (+1.1%) vs. Q1 2022
Total value
$2.92B
−$618.9M (−17.5%) vs. Q1 2022
New holders
31
106 more added
Sold out
28
91 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 263 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 heldQ2 2022: $2.92B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2022.

Institutions holding MMSI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.9,087,525$493.2M0.02%+689,260+8.2%Added
Vanguard Group Inc6,322,797$343.1M0.01%+520,927+9.0%Added
William Blair Investment Management, LLC3,250,863$176.4M0.65%−100,825−3.0%Reduced
ArrowMark Colorado Holdings LLC2,293,069$124.4M1.42%−669,153−22.6%Reduced
Conestoga Capital Advisors, LLC2,085,747$113.2M2.06%−450,185−17.8%Reduced
State Street Corp1,925,198$104.5M0.01%+42,046+2.2%Added
Dimensional Fund Advisors LP1,491,783$81.0M0.03%−112,784−7.0%Reduced
Macquarie Group Ltd1,394,833$75.7M0.08%+58,692+4.4%Added
Aristotle Capital Boston, LLC1,228,396$66.7M1.99%−13,419−1.1%Reduced
Westwood Holdings Group Inc.1,194,145$64.8M0.71%−1,202−0.1%Reduced
Channing Capital Management, LLC1,131,050$61.4M2.00%+141,544+14.3%Added
Geode Capital Management, LLC948,677$51.5M0.01%+36,718+4.0%Added
Price T Rowe Associates Inc883,846$48.0M0.01%+6,307+0.7%Added
Loomis Sayles & Co L P849,407$46.1M0.09%−4,318−0.5%Reduced
Ameriprise Financial Inc839,529$45.6M0.02%−69,831−7.7%Reduced
Fuller & Thaler Asset Management, Inc.731,983$39.7M0.27%+6,904+1.0%Added
Eagle Asset Management Inc712,135$38.6M0.24%+232,211+48.4%Added
Nuveen Asset Management, LLC697,204$37.8M0.01%+146,116+26.5%Added
Royal Bank of Canada610,884$33.2M0.01%+5,716+0.9%Added
Rockefeller Capital Management L.P.596,473$32.4M0.17%−2,324−0.4%Reduced
Northern Trust Corp590,746$32.1M0.01%+22,807+4.0%Added
Bank of New York Mellon Corp589,099$32.0M0.01%−799−0.1%Reduced
Starboard Value LPSuperinvestorStarboard Value579,658$31.5M0.57%−287,980−33.2%Reduced
Polar Capital Holdings Plc563,251$30.6M0.24%00.0%Unchanged
Emerald Advisers, LLC525,208$28.5M1.47%−33,163−5.9%Reduced
Norges Bank500,663$27.2M0.01%+69,085+16.0%Added
Charles Schwab Investment Management Inc491,074$26.7M0.01%−1,061−0.2%Reduced
Emerald Mutual Fund Advisers Trust480,829$26.1M1.51%+10,770+2.3%Added
Morgan Stanley434,228$23.6M0.00%+223,411+106.0%Added
Bank of America Corp407,919$22.1M0.00%+20,503+5.3%Added
Manufacturers Life Insurance Company, The357,348$19.4M0.01%−109,334−23.4%Reduced
Fisher Asset Management, LLC357,152$19.4M0.01%+18,826+5.6%Added
Principal Financial Group Inc346,272$18.8M0.01%−32,030−8.5%Reduced
Millennium Management LLC322,572$17.5M0.02%−29,816−8.5%Reduced
Frontier Capital Management Co LLC314,655$17.1M0.20%+1,011+0.3%Added
D. E. Shaw & Co., Inc.302,587$16.4M0.03%−68,248−18.4%Reduced
New York State Common Retirement Fund302,015$16.4M0.02%+12,097+4.2%Added
Invesco Ltd.284,512$15.4M0.00%+11,254+4.1%Added
Glenmede Trust Co NA271,474$14.7M0.09%−30,733−10.2%Reduced
Assenagon Asset Management S.A.264,292$14.3M0.06%+140,933+114.2%Added
SEI Investments Co258,638$14.0M0.03%−3,659−1.4%Reduced
Alliancebernstein L.P.236,284$12.8M0.01%+159,812+209.0%Added
American Capital Management Inc236,235$12.8M0.48%−1,255−0.5%Reduced
Goldman Sachs Group Inc225,585$12.2M0.00%−378,081−62.6%Reduced
Adage Capital Partners GP, L.L.C.225,000$12.2M0.03%+225,000New
Comerica Bank213,087$11.5M0.09%−35,397−14.2%Reduced
Prudential Financial Inc202,676$11.0M0.02%−34,356−14.5%Reduced
Ziegler Capital Management, LLC200,092$10.9M0.45%−7,752−3.7%Reduced
Panagora Asset Management Inc174,965$9.49M0.06%+35,130+25.1%Added
Legal & General Group Plc148,780$8.07M0.00%+2,065+1.4%Added
Raymond James & Associates146,758$7.96M0.01%+8,078+5.8%Added
JPMorgan Chase & Co145,266$7.88M0.00%+9,052+6.6%Added
Rhumbline Advisers143,882$7.81M0.01%+11,616+8.8%Added
Brookfield Asset Management Inc.142,965$7.76M0.03%+64,913+83.2%Added
Ami Asset Management Corp140,774$7.64M0.48%−2,138−1.5%Reduced
Rothschild & Co Asset Management US Inc.138,092$7.49M0.12%+18,826+15.8%Added
Swiss National Bank133,100$7.22M0.00%+13,000+10.8%Added
Bridgewater Associates, LP117,409$6.37M0.03%+10,422+9.7%Added
RK Capital Management, LLC116,800$6.34M1.49%+116,800New
Bryn Mawr Trust Co113,345$6.15M0.28%−2,221−1.9%Reduced
Voya Investment Management LLC107,610$5.84M0.01%+70,606+190.8%Added
Citadel Advisors LLC96,772$5.25M0.01%−37,866−28.1%Reduced
Jacobs Levy Equity Management, Inc96,727$5.25M0.04%−20,776−17.7%Reduced
Hudson Bay Capital Management LP95,844$5.20M0.05%+95,844New
Public Sector Pension Investment Board94,433$5.13M0.05%−404−0.4%Reduced
Point72 Asset Management, L.P.93,909$5.10M0.02%−66,449−41.4%Reduced
ExodusPoint Capital Management, LP88,767$4.82M0.07%+83,067+1,457.3%Added
State of Wisconsin Investment Board87,831$4.77M0.01%+14,131+19.2%Added
New York State Teachers Retirement System77,914$4.23M0.01%+200+0.3%Added
Allspring Global Investments Holdings, LLC77,358$4.20M0.01%−45,285−36.9%Reduced
Victory Capital Management Inc75,060$4.07M0.00%+149+0.2%Added
Thrivent Financial for Lutherans72,169$3.92M0.01%+30,804+74.5%Added
California State Teachers Retirement System71,994$3.91M0.01%+6,842+10.5%Added
Public Employees Retirement System of Ohio69,331$3.76M0.02%+3,960+6.1%Added
UBS Asset Management Americas Inc66,997$3.64M0.00%−186−0.3%Reduced
Barclays PLC54,598$2.96M0.00%−12,146−18.2%Reduced
Balyasny Asset Management LLC52,297$2.84M0.01%−47,231−47.5%Reduced
Credit Suisse AG50,499$2.74M0.00%+2,841+6.0%Added
Great West Life Assurance Co50,153$2.72M0.01%+6,302+14.4%Added
Envestnet Asset Management Inc49,808$2.70M0.00%+2,605+5.5%Added
Two Sigma Advisers, LP48,700$2.64M0.01%+23,500+93.3%Added
Martingale Asset Management L P48,190$2.62M0.05%+701+1.5%Added
First Trust Advisors LP46,980$2.55M0.00%+37,218+381.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys46,503$2.52M0.03%+2,698+6.2%Added
Martin & Co Inc44,644$2.42M0.69%+1,979+4.6%Added
HighTower Advisors, LLC44,325$2.41M0.01%−21,071−32.2%Reduced
Yousif Capital Management, LLC41,872$2.27M0.03%−3,770−8.3%Reduced
Twinbeech Capital LP39,624$2.15M0.10%+39,624New
State of New Jersey Common Pension Fund D38,589$2.09M0.01%−5,508−12.5%Reduced
State of Alaska, Department of Revenue38,590$2.09M0.03%+3,155+8.9%Added
Knights of Columbus Asset Advisors LLC38,191$2.07M0.21%+480+1.3%Added
Chartwell Investment Partners, LLC37,982$2.06M0.08%+948+2.6%Added
State of Tennessee, Treasury Department37,698$2.05M0.01%+2,951+8.5%Added
Texas Permanent School Fund36,871$2.00M0.03%+848+2.4%Added
BCK Capital Management LP36,186$1.96M1.52%+36,186New
AQR Capital Management LLC32,011$1.74M0.00%−9,536−23.0%Reduced
AlphaCrest Capital Management LLC31,071$1.69M0.08%+15,895+104.7%Added
Deutsche Bank AG30,746$1.67M0.00%−2,114−6.4%Reduced
Putnam Investments LLC30,709$1.67M0.00%+24,026+359.5%Added
Wells Fargo & Company30,116$1.63M0.00%−39,505−56.7%Reduced