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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 96,727 | $5.25M | 0.04% | −20,776−17.7% | Reduced |
| Citadel Advisors LLC | 96,772 | $5.25M | 0.01% | −37,866−28.1% | Reduced |
| Voya Investment Management LLC | 107,610 | $5.84M | 0.01% | +70,606+190.8% | Added |
| Bryn Mawr Trust Co | 113,345 | $6.15M | 0.28% | −2,221−1.9% | Reduced |
| RK Capital Management, LLC | 116,800 | $6.34M | 1.49% | +116,800 | New |
| Bridgewater Associates, LP | 117,409 | $6.37M | 0.03% | +10,422+9.7% | Added |
| Swiss National Bank | 133,100 | $7.22M | 0.00% | +13,000+10.8% | Added |
| Rothschild & Co Asset Management US Inc. | 138,092 | $7.49M | 0.12% | +18,826+15.8% | Added |
| Ami Asset Management Corp | 140,774 | $7.64M | 0.48% | −2,138−1.5% | Reduced |
| Brookfield Asset Management Inc. | 142,965 | $7.76M | 0.03% | +64,913+83.2% | Added |
| Rhumbline Advisers | 143,882 | $7.81M | 0.01% | +11,616+8.8% | Added |
| JPMorgan Chase & Co | 145,266 | $7.88M | 0.00% | +9,052+6.6% | Added |
| Raymond James & Associates | 146,758 | $7.96M | 0.01% | +8,078+5.8% | Added |
| Legal & General Group Plc | 148,780 | $8.07M | 0.00% | +2,065+1.4% | Added |
| Panagora Asset Management Inc | 174,965 | $9.49M | 0.06% | +35,130+25.1% | Added |
| Ziegler Capital Management, LLC | 200,092 | $10.9M | 0.45% | −7,752−3.7% | Reduced |
| Prudential Financial Inc | 202,676 | $11.0M | 0.02% | −34,356−14.5% | Reduced |
| Comerica Bank | 213,087 | $11.5M | 0.09% | −35,397−14.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 225,000 | $12.2M | 0.03% | +225,000 | New |
| Goldman Sachs Group Inc | 225,585 | $12.2M | 0.00% | −378,081−62.6% | Reduced |
| American Capital Management Inc | 236,235 | $12.8M | 0.48% | −1,255−0.5% | Reduced |
| Alliancebernstein L.P. | 236,284 | $12.8M | 0.01% | +159,812+209.0% | Added |
| SEI Investments Co | 258,638 | $14.0M | 0.03% | −3,659−1.4% | Reduced |
| Assenagon Asset Management S.A. | 264,292 | $14.3M | 0.06% | +140,933+114.2% | Added |
| Glenmede Trust Co NA | 271,474 | $14.7M | 0.09% | −30,733−10.2% | Reduced |
| Invesco Ltd. | 284,512 | $15.4M | 0.00% | +11,254+4.1% | Added |
| New York State Common Retirement Fund | 302,015 | $16.4M | 0.02% | +12,097+4.2% | Added |
| D. E. Shaw & Co., Inc. | 302,587 | $16.4M | 0.03% | −68,248−18.4% | Reduced |
| Frontier Capital Management Co LLC | 314,655 | $17.1M | 0.20% | +1,011+0.3% | Added |
| Millennium Management LLC | 322,572 | $17.5M | 0.02% | −29,816−8.5% | Reduced |
| Principal Financial Group Inc | 346,272 | $18.8M | 0.01% | −32,030−8.5% | Reduced |
| Fisher Asset Management, LLC | 357,152 | $19.4M | 0.01% | +18,826+5.6% | Added |
| Manufacturers Life Insurance Company, The | 357,348 | $19.4M | 0.01% | −109,334−23.4% | Reduced |
| Bank of America Corp | 407,919 | $22.1M | 0.00% | +20,503+5.3% | Added |
| Morgan Stanley | 434,228 | $23.6M | 0.00% | +223,411+106.0% | Added |
| Emerald Mutual Fund Advisers Trust | 480,829 | $26.1M | 1.51% | +10,770+2.3% | Added |
| Charles Schwab Investment Management Inc | 491,074 | $26.7M | 0.01% | −1,061−0.2% | Reduced |
| Norges Bank | 500,663 | $27.2M | 0.01% | +69,085+16.0% | Added |
| Emerald Advisers, LLC | 525,208 | $28.5M | 1.47% | −33,163−5.9% | Reduced |
| Polar Capital Holdings Plc | 563,251 | $30.6M | 0.24% | 00.0% | Unchanged |
| Starboard Value LPSuperinvestorStarboard Value | 579,658 | $31.5M | 0.57% | −287,980−33.2% | Reduced |
| Bank of New York Mellon Corp | 589,099 | $32.0M | 0.01% | −799−0.1% | Reduced |
| Northern Trust Corp | 590,746 | $32.1M | 0.01% | +22,807+4.0% | Added |
| Rockefeller Capital Management L.P. | 596,473 | $32.4M | 0.17% | −2,324−0.4% | Reduced |
| Royal Bank of Canada | 610,884 | $33.2M | 0.01% | +5,716+0.9% | Added |
| Nuveen Asset Management, LLC | 697,204 | $37.8M | 0.01% | +146,116+26.5% | Added |
| Eagle Asset Management Inc | 712,135 | $38.6M | 0.24% | +232,211+48.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 731,983 | $39.7M | 0.27% | +6,904+1.0% | Added |
| Ameriprise Financial Inc | 839,529 | $45.6M | 0.02% | −69,831−7.7% | Reduced |
| Loomis Sayles & Co L P | 849,407 | $46.1M | 0.09% | −4,318−0.5% | Reduced |
| Price T Rowe Associates Inc | 883,846 | $48.0M | 0.01% | +6,307+0.7% | Added |
| Geode Capital Management, LLC | 948,677 | $51.5M | 0.01% | +36,718+4.0% | Added |
| Channing Capital Management, LLC | 1,131,050 | $61.4M | 2.00% | +141,544+14.3% | Added |
| Westwood Holdings Group Inc. | 1,194,145 | $64.8M | 0.71% | −1,202−0.1% | Reduced |
| Aristotle Capital Boston, LLC | 1,228,396 | $66.7M | 1.99% | −13,419−1.1% | Reduced |
| Macquarie Group Ltd | 1,394,833 | $75.7M | 0.08% | +58,692+4.4% | Added |
| Dimensional Fund Advisors LP | 1,491,783 | $81.0M | 0.03% | −112,784−7.0% | Reduced |
| State Street Corp | 1,925,198 | $104.5M | 0.01% | +42,046+2.2% | Added |
| Conestoga Capital Advisors, LLC | 2,085,747 | $113.2M | 2.06% | −450,185−17.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,293,069 | $124.4M | 1.42% | −669,153−22.6% | Reduced |
| William Blair Investment Management, LLC | 3,250,863 | $176.4M | 0.65% | −100,825−3.0% | Reduced |
| Vanguard Group Inc | 6,322,797 | $343.1M | 0.01% | +520,927+9.0% | Added |
| BlackRock Inc. | 9,087,525 | $493.2M | 0.02% | +689,260+8.2% | Added |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −14,699−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −12,128−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |