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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 5 | $0 | 0.00% | −9−64.3% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 15 | $856 | 0.00% | +15 | New |
| Aua Capital Management, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $1.00K | 0.00% | +6+37.5% | Added |
| Allworth Financial LP | 16 | $1.00K | 0.00% | +10+166.7% | Added |
| Money Concepts Capital Corp | 17 | $1.00K | 0.00% | +17 | New |
| Parallel Advisors, LLC | 30 | $2.00K | 0.00% | −87−74.4% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $2.00K | 0.00% | +9+42.9% | Added |
| Farmers & Merchants Investments Inc | 33 | $2.00K | 0.00% | +33 | New |
| American Portfolios Advisors | 50 | $2.83K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $3.00K | 0.00% | +13+48.1% | Added |
| Sageworth Trust Co of South Dakota | 63 | $4.00K | 0.01% | −42−40.0% | Reduced |
| Howe & Rusling Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 77 | $4.00K | 0.00% | +2+2.7% | Added |
| Hexagon Capital Partners LLC | 74 | $4.00K | 0.00% | +74 | New |
| EverSource Wealth Advisors, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $8.00K | 0.00% | +13+10.1% | Added |
| Brown Brothers Harriman & Co | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 183 | $10.0K | 0.00% | +80+77.7% | Added |
| GHP Investment Advisors, Inc. | 200 | $11.0K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 213 | $12.0K | 0.00% | −264−55.3% | Reduced |
| Signaturefd, LLC | 281 | $16.0K | 0.00% | −10−3.4% | Reduced |
| FIL Ltd | 344 | $19.0K | 0.00% | +344 | New |
| Versant Capital Management, Inc | 374 | $21.0K | 0.01% | +319+580.0% | Added |
| TD Private Client Wealth LLC | 411 | $23.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 453 | $26.0K | 0.00% | −25−5.2% | Reduced |
| CWM, LLC | 593 | $34.0K | 0.00% | +235+65.6% | Added |
| Valley National Advisers Inc | 595 | $35.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 709 | $40.0K | 0.00% | +709 | New |
| Covestor Ltd | 766 | $43.0K | 0.04% | +759+10,842.9% | Added |
| Northwestern Mutual Wealth Management Co | 823 | $46.0K | 0.00% | +436+112.7% | Added |
| Tradition Wealth Management, LLC | 829 | $47.0K | 0.01% | +829 | New |
| Sutton Wealth Advisors Inc. | 941 | $53.2K | 0.02% | +9+1.0% | Added |
| Fifth Third Bancorp | 988 | $56.0K | 0.00% | −38−3.7% | Reduced |
| First Horizon Advisors, Inc. | 1,157 | $64.0K | 0.00% | −130−10.1% | Reduced |
| Quadrant Capital Group LLC | 1,137 | $64.0K | 0.01% | +901+381.8% | Added |
| Harbor Investment Advisory, LLC | 1,195 | $68.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,510 | $85.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $130.0K | 0.01% | −7,000−75.3% | Reduced |
| Eagle Bay Advisors LLC | 2,380 | $135.0K | 0.08% | +510+27.3% | Added |
| UBS Group AG | 2,965 | $167.0K | 0.00% | +2,600+712.3% | Added |
| Advisor Group Holdings, Inc. | 3,199 | $181.0K | 0.00% | +938+41.5% | Added |
| Metropolitan Life Insurance Co | 3,331 | $188.2K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,542 | $200.0K | 0.00% | +3,542 | New |
| Captrust Financial Advisors | 3,614 | $204.0K | 0.00% | −310−7.9% | Reduced |
| Mercer Global Advisors Inc | 3,611 | $204.0K | 0.00% | +3,611 | New |
| Duality Advisers, LP | 3,824 | $216.0K | 0.02% | −2,793−42.2% | Reduced |
| CIBC Asset Management Inc | 3,928 | $222.0K | 0.00% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $226.0K | 0.11% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,075 | $230.0K | 0.01% | −2,416−37.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,104 | $232.0K | 0.00% | +4,104 | New |
| Pictet Asset Management SA | 4,116 | $233.0K | 0.00% | +4,116 | New |
| Cim Investment Mangement Inc | 4,231 | $239.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,262 | $241.0K | 0.02% | +13+0.3% | Added |
| Peapack Gladstone Financial Corp | 4,303 | $243.0K | 0.00% | +84+2.0% | Added |
| Pathstone Family Office, LLC | 4,335 | $245.0K | 0.00% | +4,335 | New |
| Ameritas Investment Partners, Inc. | 4,383 | $247.0K | 0.01% | +191+4.6% | Added |
| KBC Group NV | 4,416 | $250.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,569 | $258.0K | 0.00% | −51−1.1% | Reduced |
| Creative Planning | 4,644 | $262.0K | 0.00% | +4,644 | New |
| Raymond James Trust N.A. | 4,672 | $264.0K | 0.01% | +300+6.9% | Added |
| Dark Forest Capital Management LP | 4,712 | $266.0K | 0.05% | +4,616+4,808.3% | Added |
| Cubist Systematic Strategies, LLC | 4,795 | $271.0K | 0.00% | −23,497−83.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,373 | $273.0K | 0.00% | +36+0.8% | Added |
| Crossmark Global Holdings, Inc. | 4,962 | $280.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,101 | $288.0K | 0.01% | +5,101 | New |
| Quinn Opportunity Partners LLC | 5,862 | $331.3K | 0.04% | −783−11.8% | Reduced |
| South Dakota Investment Council | 6,100 | $345.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,172 | $348.8K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 6,200 | $350.0K | 0.01% | +6,200 | New |
| Raymond James Financial Services Advisors, Inc. | 6,235 | $352.0K | 0.00% | −167−2.6% | Reduced |
| Man Group plc | 6,265 | $354.0K | 0.00% | – | – |
| Mariner, LLC | 6,272 | $355.0K | 0.00% | +6,272 | New |
| SG Americas Securities, LLC | 6,336 | $358.0K | 0.01% | −20,677−76.5% | Reduced |
| GWM Advisors LLC | 6,477 | $366.0K | 0.01% | −273−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,584 | $372.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,830 | $386.0K | 0.02% | +6,830 | New |
| Bank of Montreal | 6,637 | $390.0K | 0.00% | +607+10.1% | Added |
| FDx Advisors, Inc. | 6,942 | $392.0K | 0.02% | −369−5.0% | Reduced |
| Franklin Resources Inc | 7,177 | $406.0K | 0.00% | +1,186+19.8% | Added |
| Vestcor Inc | 7,380 | $417.0K | 0.02% | +7,380 | New |
| ProShare Advisors LLC | 7,709 | $435.0K | 0.00% | −33−0.4% | Reduced |
| Millrace Asset Group, Inc. | 7,828 | $442.0K | 0.56% | −21,269−73.1% | Reduced |
| US Bancorp | 7,887 | $446.0K | 0.00% | −1,071−12.0% | Reduced |
| Handelsbanken Fonder AB | 7,909 | $447.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,228 | $464.0K | 0.01% | +665+8.8% | Added |
| Public Employees Retirement Association of Colorado | 8,229 | $465.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,761 | $495.0K | 0.01% | +6,782+342.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,073 | $513.0K | 0.03% | −691−7.1% | Reduced |
| Nuance Investments, LLC | 9,260 | $523.0K | 0.01% | +9,260 | New |
| Marshall Wace, LLP | 9,969 | $564.0K | 0.00% | −6,875−40.8% | Reduced |
| Verition Fund Management LLC | 10,000 | $565.0K | 0.01% | −11,731−54.0% | Reduced |