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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, Q3 2022

Institutional positions in Merit Medical Systems Inc as of Sep 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
242
−18 vs. Q2 2022
Shares held
54.8M
+1.08M (+2.0%) vs. Q2 2022
Total value
$3.10B
+$182.2M (+6.2%) vs. Q2 2022
New holders
28
108 more added
Sold out
46
70 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 242 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 heldQ3 2022: $3.10B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2022.

Institutions holding MMSI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.9,704,654$548.4M0.02%+617,129+6.8%Added
Vanguard Group Inc6,700,655$378.7M0.01%+377,858+6.0%Added
William Blair Investment Management, LLC4,083,997$230.8M0.91%+833,134+25.6%Added
ArrowMark Colorado Holdings LLC2,455,418$138.8M1.70%+162,349+7.1%Added
Conestoga Capital Advisors, LLC2,082,662$117.7M2.30%−3,085−0.1%Reduced
State Street Corp2,038,184$115.2M0.01%+112,986+5.9%Added
Dimensional Fund Advisors LP1,495,948$84.5M0.03%+4,165+0.3%Added
Macquarie Group Ltd1,419,176$80.3M0.10%+24,343+1.7%Added
Westwood Holdings Group Inc.1,148,290$64.9M0.77%−45,855−3.8%Reduced
Aristotle Capital Boston, LLC1,122,690$63.4M2.14%−105,706−8.6%Reduced
Channing Capital Management, LLC1,050,373$59.4M2.05%−80,677−7.1%Reduced
Geode Capital Management, LLC1,017,506$57.5M0.01%+68,829+7.3%Added
Bank of New York Mellon Corp950,734$53.7M0.01%+361,635+61.4%Added
Price T Rowe Associates Inc886,190$50.1M0.01%+2,344+0.3%Added
Ameriprise Financial Inc849,468$48.0M0.02%+9,939+1.2%Added
Loomis Sayles & Co L P839,258$47.4M0.10%−10,149−1.2%Reduced
Fuller & Thaler Asset Management, Inc.739,423$41.8M0.30%+7,440+1.0%Added
Nuveen Asset Management, LLC720,438$40.7M0.02%+23,234+3.3%Added
Royal Bank of Canada643,049$36.3M0.01%+32,165+5.3%Added
Northern Trust Corp603,312$34.1M0.01%+12,566+2.1%Added
Rockefeller Capital Management L.P.590,431$33.4M0.17%−6,042−1.0%Reduced
Polar Capital Holdings Plc563,251$31.8M0.26%00.0%Unchanged
Charles Schwab Investment Management Inc552,161$31.2M0.01%+61,087+12.4%Added
Emerald Advisers, LLC532,314$30.1M1.55%+7,106+1.4%Added
Norges Bank518,026$29.3M0.01%+17,363+3.5%Added
Emerald Mutual Fund Advisers Trust439,450$24.8M1.57%−41,379−8.6%Reduced
Morgan Stanley419,550$23.7M0.00%−14,678−3.4%Reduced
Bank of America Corp394,428$22.3M0.00%−13,491−3.3%Reduced
Manufacturers Life Insurance Company, The370,013$20.9M0.01%+12,665+3.5%Added
Principal Financial Group Inc361,288$20.4M0.02%+15,016+4.3%Added
Fisher Asset Management, LLC342,941$19.4M0.01%−14,211−4.0%Reduced
Frontier Capital Management Co LLC339,366$19.2M0.22%+24,711+7.9%Added
Invesco Ltd.308,992$17.5M0.01%+24,480+8.6%Added
Millennium Management LLC296,484$16.8M0.02%−26,088−8.1%Reduced
New York State Common Retirement Fund277,699$15.7M0.02%−24,316−8.1%Reduced
SEI Investments Co252,324$14.3M0.03%−6,314−2.4%Reduced
Adage Capital Partners GP, L.L.C.250,000$14.1M0.04%+25,000+11.1%Added
Glenmede Trust Co NA242,722$13.7M0.09%−28,752−10.6%Reduced
American Capital Management Inc235,635$13.3M0.53%−600−0.3%Reduced
D. E. Shaw & Co., Inc.223,982$12.7M0.02%−78,605−26.0%Reduced
Fort Washington Investment Advisors Inc222,823$12.6M0.11%+222,823New
Panagora Asset Management Inc221,265$12.5M0.09%+46,300+26.5%Added
Comerica Bank215,202$12.5M0.11%+2,115+1.0%Added
Putnam Investments LLC214,053$12.1M0.02%+183,344+597.0%Added
Point72 Asset Management, L.P.209,877$11.9M0.05%+115,968+123.5%Added
Ziegler Capital Management, LLC201,908$11.4M0.50%+1,816+0.9%Added
Prudential Financial Inc190,320$10.8M0.02%−12,356−6.1%Reduced
Eagle Asset Management Inc175,697$9.93M0.06%−536,438−75.3%Reduced
Legal & General Group Plc161,649$9.13M0.00%+12,869+8.6%Added
Rhumbline Advisers158,193$8.94M0.01%+14,311+9.9%Added
Mesirow Institutional Investment Management, Inc.151,877$8.58M1.24%+151,877New
Citadel Advisors LLC147,360$8.33M0.01%+50,588+52.3%Added
Goldman Sachs Group Inc143,343$8.10M0.00%−82,242−36.5%Reduced
Raymond James & Associates136,457$7.71M0.01%−10,301−7.0%Reduced
JPMorgan Chase & Co135,189$7.64M0.00%−10,077−6.9%Reduced
Swiss National Bank134,400$7.59M0.01%+1,300+1.0%Added
Rothschild & Co Asset Management US Inc.122,451$6.92M0.12%−15,641−11.3%Reduced
RK Capital Management, LLC120,900$6.83M1.75%+4,100+3.5%Added
Voya Investment Management LLC120,244$6.79M0.01%+12,634+11.7%Added
Amundi106,874$6.42M0.00%+104,889+5,284.1%Added
Bridgewater Associates, LP112,411$6.35M0.03%−4,998−4.3%Reduced
Bryn Mawr Trust Co112,162$6.34M0.31%−1,183−1.0%Reduced
FMR LLC108,667$6.14M0.00%+102,048+1,541.7%Added
Public Sector Pension Investment Board104,049$5.88M0.05%+9,616+10.2%Added
Ami Asset Management Corp95,610$5.40M0.40%−45,164−32.1%Reduced
Algert Global LLC93,741$5.30M0.32%+67,949+263.4%Added
State of Wisconsin Investment Board84,264$4.76M0.02%−3,567−4.1%Reduced
Thrivent Financial for Lutherans80,729$4.56M0.01%+8,560+11.9%Added
New York State Teachers Retirement System78,814$4.45M0.01%+900+1.2%Added
Victory Capital Management Inc76,267$4.31M0.01%+1,207+1.6%Added
Alliancebernstein L.P.73,782$4.17M0.00%−162,502−68.8%Reduced
California State Teachers Retirement System70,846$4.00M0.01%−1,148−1.6%Reduced
Public Employees Retirement System of Ohio69,379$3.92M0.02%+48+0.1%Added
Great West Life Assurance Co66,774$3.77M0.01%+16,621+33.1%Added
UBS Asset Management Americas Inc59,196$3.35M0.00%−7,801−11.6%Reduced
Two Sigma Advisers, LP55,100$3.11M0.01%+6,400+13.1%Added
Trillium Asset Management, LLC54,509$3.08M0.10%+54,509New
Allspring Global Investments Holdings, LLC52,464$2.96M0.01%−24,894−32.2%Reduced
Credit Suisse AG51,996$2.94M0.00%+1,497+3.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys51,719$2.92M0.03%+5,216+11.2%Added
Endurant Capital Management LP51,218$2.89M0.94%+30,995+153.3%Added
Envestnet Asset Management Inc50,497$2.85M0.00%+689+1.4%Added
Martingale Asset Management L P49,796$2.81M0.06%+1,606+3.3%Added
Martin & Co Inc45,852$2.59M0.77%+1,208+2.7%Added
Yousif Capital Management, LLC45,768$2.59M0.04%+3,896+9.3%Added
Teacher Retirement System of Texas44,784$2.53M0.02%+35,222+368.4%Added
HighTower Advisors, LLC44,750$2.53M0.01%+425+1.0%Added
AQR Capital Management LLC43,276$2.45M0.01%+11,265+35.2%Added
Barclays PLC43,089$2.44M0.00%−11,509−21.1%Reduced
Texas Permanent School Fund40,825$2.31M0.04%+3,954+10.7%Added
Chartwell Investment Partners, LLC39,364$2.23M0.09%+1,382+3.6%Added
State of Alaska, Department of Revenue39,321$2.22M0.03%+731+1.9%Added
First Trust Advisors LP38,830$2.19M0.00%−8,150−17.3%Reduced
State of New Jersey Common Pension Fund D38,589$2.18M0.01%00.0%Unchanged
State of Tennessee, Treasury Department38,590$2.18M0.01%+892+2.4%Added
Knights of Columbus Asset Advisors LLC38,108$2.15M0.22%−83−0.2%Reduced
Jupiter Asset Management Ltd35,358$2.00M0.03%+13,553+62.2%Added
Natixis Advisors, L.P.34,560$1.95M0.01%+7,747+28.9%Added
Citigroup Inc32,048$1.81M0.00%+4,806+17.6%Added
American International Group, Inc.30,683$1.73M0.01%+757+2.5%Added