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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| Central Trust Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 3 | $163 | 0.00% | −3−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | −2−8.7% | Reduced |
| Aua Capital Management, LLC | 26 | $1.00K | 0.00% | +2+8.3% | Added |
| Global Retirement Partners, LLC | 27 | $1.00K | 0.00% | −14−34.1% | Reduced |
| Institutional & Family Asset Management, LLC | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Schubert & Co | 16 | $1.00K | 0.00% | +9+128.6% | Added |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | +16 | New |
| Fieldpoint Private Securities, LLC | 45 | $2.00K | 0.00% | −60−57.1% | Reduced |
| Whittier Trust Co | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 37 | $2.01K | 0.00% | +37 | New |
| American Portfolios Advisors | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $3.00K | 0.00% | +13+31.0% | Added |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | −79−51.3% | Reduced |
| Howe & Rusling Inc | 66 | $4.00K | 0.00% | −5−7.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 87 | $5.00K | 0.00% | +87 | New |
| Dark Forest Capital Management LP | 96 | $5.00K | 0.00% | +96 | New |
| Sageworth Trust Co of South Dakota | 105 | $6.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 117 | $6.00K | 0.00% | +92+368.0% | Added |
| Parkside Financial Bank & Trust | 129 | $7.00K | 0.00% | −2−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 103 | $7.00K | 0.00% | +103 | New |
| Heritage Wealth Management, LLC | 143 | $7.76K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 164 | $9.00K | 0.00% | −33−16.8% | Reduced |
| Brown Brothers Harriman & Co | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 237 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 236 | $13.0K | 0.00% | +7+3.1% | Added |
| Signaturefd, LLC | 291 | $16.0K | 0.00% | +235+419.6% | Added |
| Private Capital Group, LLC | 351 | $19.0K | 0.01% | −2−0.6% | Reduced |
| CWM, LLC | 358 | $19.0K | 0.00% | +37+11.5% | Added |
| UBS Group AG | 365 | $20.0K | 0.00% | −5,723−94.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 387 | $21.0K | 0.00% | +200+107.0% | Added |
| TD Private Client Wealth LLC | 411 | $22.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 478 | $26.0K | 0.00% | +43+9.9% | Added |
| Lindbrook Capital, LLC | 477 | $26.0K | 0.00% | +285+148.4% | Added |
| Altshuler Shaham Ltd | 478 | $26.0K | 0.00% | +478 | New |
| State of Wyoming | 489 | $26.0K | 0.02% | +489 | New |
| Valley National Advisers Inc | 595 | $32.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 675 | $37.0K | 0.00% | +675 | New |
| Sutton Wealth Advisors Inc. | 932 | $50.6K | 0.02% | −5−0.5% | Reduced |
| Clear Street Markets LLC | 1,000 | $54.0K | 0.02% | −500−33.3% | Reduced |
| Fifth Third Bancorp | 1,026 | $56.0K | 0.00% | −182−15.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,195 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,287 | $70.0K | 0.00% | +463+56.2% | Added |
| Russell Investments Group, Ltd. | 1,510 | $81.0K | 0.00% | −6,928−82.1% | Reduced |
| Quantbot Technologies LP | 1,598 | $86.0K | 0.01% | +938+142.1% | Added |
| Eagle Bay Advisors LLC | 1,870 | $101.5K | 0.06% | +870+87.0% | Added |
| Amundi | 1,985 | $103.0K | 0.00% | +1,985 | New |
| Tower Research Capital LLC (TRC) | 1,979 | $107.0K | 0.00% | +1,366+222.8% | Added |
| Advisor Group Holdings, Inc. | 2,261 | $123.0K | 0.00% | +304+15.5% | Added |
| Metropolitan Life Insurance Co | 3,331 | $180.8K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 3,831 | $208.0K | 0.06% | +3,831 | New |
| CWM Advisors, LLC | 3,898 | $212.0K | 0.03% | +371+10.5% | Added |
| Captrust Financial Advisors | 3,924 | $213.0K | 0.00% | −370−8.6% | Reduced |
| CIBC Asset Management Inc | 3,928 | $213.0K | 0.00% | −158−3.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $217.0K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,002 | $217.0K | 0.01% | +4,002 | New |
| Prelude Capital Management, LLC | 4,089 | $222.0K | 0.01% | −529−11.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,192 | $227.0K | 0.01% | +167+4.1% | Added |
| Peapack Gladstone Financial Corp | 4,219 | $229.0K | 0.01% | +28+0.7% | Added |
| Cim Investment Mangement Inc | 4,231 | $230.0K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,249 | $231.0K | 0.01% | −1,211−22.2% | Reduced |
| Baird Financial Group, Inc. | 4,260 | $231.0K | 0.00% | −1,160−21.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,337 | $235.0K | 0.00% | +647+17.5% | Added |
| Raymond James Trust N.A. | 4,372 | $237.0K | 0.01% | −150−3.3% | Reduced |
| KBC Group NV | 4,416 | $240.0K | 0.00% | +1,523+52.6% | Added |
| Mackenzie Financial Corp | 4,620 | $251.0K | 0.00% | +889+23.8% | Added |
| Crossmark Global Holdings, Inc. | 4,962 | $270.0K | 0.01% | −250−4.8% | Reduced |
| Trexquant Investment LP | 5,734 | $311.0K | 0.01% | −6,517−53.2% | Reduced |
| Franklin Resources Inc | 5,991 | $326.0K | 0.00% | +764+14.6% | Added |
| South Dakota Investment Council | 6,100 | $331.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,172 | $335.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 6,030 | $336.0K | 0.00% | −8,643−58.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,402 | $347.0K | 0.00% | −19−0.3% | Reduced |
| Great Lakes Advisors, LLC | 6,491 | $352.0K | 0.01% | −2,495−27.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,584 | $357.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,619 | $359.0K | 0.00% | −92,576−93.3% | Reduced |
| Duality Advisers, LP | 6,617 | $359.0K | 0.04% | +1,540+30.3% | Added |
| Quinn Opportunity Partners LLC | 6,645 | $361.0K | 0.03% | +6,645 | New |
| GWM Advisors LLC | 6,750 | $366.0K | 0.01% | +6,750 | New |
| Man Group plc | – | $375.0K | 0.00% | – | – |
| Jane Street Group, LLC | 7,149 | $388.0K | 0.00% | −27,244−79.2% | Reduced |
| FDx Advisors, Inc. | 7,311 | $397.0K | 0.01% | +479+7.0% | Added |
| New York Life Investment Management LLC | 7,563 | $410.0K | 0.00% | +7,563 | New |
| ProShare Advisors LLC | 7,742 | $419.0K | 0.00% | −3,653−32.1% | Reduced |
| Centiva Capital, LP | 7,886 | $428.0K | 0.02% | −11,054−58.4% | Reduced |
| Handelsbanken Fonder AB | 7,909 | $429.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,224 | $446.0K | 0.00% | +8,224 | New |
| Public Employees Retirement Association of Colorado | 8,229 | $447.0K | 0.00% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 8,500 | $461.0K | 0.12% | +1,700+25.0% | Added |
| Mutual of America Capital Management LLC | 8,567 | $465.0K | 0.01% | +1,245+17.0% | Added |
| Acadian Asset Management LLC | 8,680 | $471.0K | 0.00% | −1,338−13.4% | Reduced |