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 |
|---|---|---|---|---|---|
| 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 |
| CWM Advisors, LLC | 3,898 | $212.0K | 0.03% | +371+10.5% | Added |
| Gyon Technologies Capital Management, LP | 3,831 | $208.0K | 0.06% | +3,831 | New |
| Metropolitan Life Insurance Co | 3,331 | $180.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,261 | $123.0K | 0.00% | +304+15.5% | Added |
| Tower Research Capital LLC (TRC) | 1,979 | $107.0K | 0.00% | +1,366+222.8% | Added |
| Amundi | 1,985 | $103.0K | 0.00% | +1,985 | New |
| Eagle Bay Advisors LLC | 1,870 | $101.5K | 0.06% | +870+87.0% | Added |
| Quantbot Technologies LP | 1,598 | $86.0K | 0.01% | +938+142.1% | Added |
| Russell Investments Group, Ltd. | 1,510 | $81.0K | 0.00% | −6,928−82.1% | Reduced |
| First Horizon Advisors, Inc. | 1,287 | $70.0K | 0.00% | +463+56.2% | Added |
| Harbor Investment Advisory, LLC | 1,195 | $65.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,026 | $56.0K | 0.00% | −182−15.1% | Reduced |
| Clear Street Markets LLC | 1,000 | $54.0K | 0.02% | −500−33.3% | Reduced |
| Sutton Wealth Advisors Inc. | 932 | $50.6K | 0.02% | −5−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 675 | $37.0K | 0.00% | +675 | New |
| Valley National Advisers Inc | 595 | $32.0K | 0.01% | 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 |
| TD Private Client Wealth LLC | 411 | $22.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 387 | $21.0K | 0.00% | +200+107.0% | Added |
| UBS Group AG | 365 | $20.0K | 0.00% | −5,723−94.0% | Reduced |
| Private Capital Group, LLC | 351 | $19.0K | 0.01% | −2−0.6% | Reduced |
| CWM, LLC | 358 | $19.0K | 0.00% | +37+11.5% | Added |
| Signaturefd, LLC | 291 | $16.0K | 0.00% | +235+419.6% | Added |
| Ellevest, Inc. | 237 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 236 | $13.0K | 0.00% | +7+3.1% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 143 | $7.76K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $7.00K | 0.00% | −2−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 103 | $7.00K | 0.00% | +103 | 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 |
| EverSource Wealth Advisors, LLC | 87 | $5.00K | 0.00% | +87 | New |
| Dark Forest Capital Management LP | 96 | $5.00K | 0.00% | +96 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 37 | $2.01K | 0.00% | +37 | 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 |
| 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 |
| Exane Derivatives | 3 | $163 | 0.00% | −3−50.0% | Reduced |
| 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 |
| 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 |