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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 10,140 | $573.0K | 0.05% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 10,199 | $576.0K | 0.04% | −20,872−67.2% | Reduced |
| Janus Henderson Group PLC | 10,190 | $576.0K | 0.00% | +18+0.2% | Added |
| HSBC Holdings PLC | 10,211 | $588.0K | 0.00% | −2,067−16.8% | Reduced |
| Mutual of America Capital Management LLC | 11,293 | $638.0K | 0.01% | +2,726+31.8% | Added |
| Wakefield Asset Management LLLP | 11,523 | $651.0K | 0.30% | +12+0.1% | Added |
| Diversified Trust Co | 12,015 | $679.0K | 0.03% | +2,718+29.2% | Added |
| Virtus Investment Advisers, Inc. | 12,181 | $688.0K | 0.32% | +12,181 | New |
| Shell Asset Management Co | 12,473 | $705.0K | 0.03% | −3,271−20.8% | Reduced |
| Stifel Financial Corp | 12,748 | $720.0K | 0.00% | +50.0% | Added |
| Hillsdale Investment Management Inc. | 13,500 | $763.0K | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $791.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,152 | $800.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,831 | $838.0K | 0.01% | +14,831 | New |
| Gabelli Funds LLC | 15,000 | $848.0K | 0.01% | −5,000−25.0% | Reduced |
| Arizona State Retirement System | 15,403 | $870.0K | 0.01% | +103+0.7% | Added |
| The PNC Financial Services Group, Inc. | 15,753 | $890.0K | 0.00% | −1,680−9.6% | Reduced |
| Oberweis Asset Management Inc | 16,100 | $910.0K | 0.21% | +7,600+89.4% | Added |
| Ensign Peak Advisors, Inc | 16,640 | $940.0K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 16,727 | $945.0K | 0.01% | +16,727 | New |
| ClariVest Asset Management LLC | 17,206 | $973.0K | 0.05% | −47−0.3% | Reduced |
| Acadian Asset Management LLC | 17,417 | $983.0K | 0.01% | +8,737+100.7% | Added |
| Virginia Retirement Systems Et Al | 18,300 | $1.03M | 0.01% | +18,300 | New |
| Capital Impact Advisors, LLC | 14,966 | $1.05M | 1.04% | +1,240+9.0% | Added |
| Oregon Public Employees Retirement Fund | 18,802 | $1.06M | 0.02% | +2,188+13.2% | Added |
| Susquehanna International Group, LLP | 18,957 | $1.07M | 0.00% | +2,028+12.0% | Added |
| Cornercap Investment Counsel Inc | 19,947 | $1.13M | 0.21% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,991 | $1.19M | 0.00% | +5,341+34.1% | Added |
| STRS Ohio | 22,100 | $1.25M | 0.01% | −500−2.2% | Reduced |
| Zions Bancorporation, N.A. | 22,974 | $1.30M | 0.14% | −133−0.6% | Reduced |
| Wells Fargo & Company | 23,203 | $1.31M | 0.00% | −6,913−23.0% | Reduced |
| Walthausen & Co., LLC | 23,357 | $1.32M | 1.10% | −180−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 24,064 | $1.36M | 0.00% | +3,795+18.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,760 | $1.46M | 0.00% | +7,974+44.8% | Added |
| Deutsche Bank AG | 26,124 | $1.48M | 0.00% | −4,622−15.0% | Reduced |
| Blair William & Co | 26,290 | $1.49M | 0.01% | +2,936+12.6% | Added |
| LPL Financial LLC | 26,585 | $1.50M | 0.00% | −304−1.1% | Reduced |
| Louisiana State Employees Retirement System | 27,100 | $1.53M | 0.04% | +2,400+9.7% | Added |
| Amalgamated Bank | 27,406 | $1.55M | 0.01% | +2,351+9.4% | Added |
| American Century Companies Inc | 27,721 | $1.57M | 0.00% | +2,533+10.1% | Added |
| MetLife Investment Management | 29,756 | $1.68M | 0.01% | +1,163+4.1% | Added |
| M&T Bank Corp | 30,332 | $1.72M | 0.01% | +4,141+15.8% | Added |
| American International Group, Inc. | 30,683 | $1.73M | 0.01% | +757+2.5% | Added |
| Citigroup Inc | 32,048 | $1.81M | 0.00% | +4,806+17.6% | Added |
| Natixis Advisors, L.P. | 34,560 | $1.95M | 0.01% | +7,747+28.9% | Added |
| Jupiter Asset Management Ltd | 35,358 | $2.00M | 0.03% | +13,553+62.2% | Added |
| Knights of Columbus Asset Advisors LLC | 38,108 | $2.15M | 0.22% | −83−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 38,589 | $2.18M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 38,590 | $2.18M | 0.01% | +892+2.4% | Added |
| First Trust Advisors LP | 38,830 | $2.19M | 0.00% | −8,150−17.3% | Reduced |
| State of Alaska, Department of Revenue | 39,321 | $2.22M | 0.03% | +731+1.9% | Added |
| Chartwell Investment Partners, LLC | 39,364 | $2.23M | 0.09% | +1,382+3.6% | Added |
| Texas Permanent School Fund | 40,825 | $2.31M | 0.04% | +3,954+10.7% | Added |
| Barclays PLC | 43,089 | $2.44M | 0.00% | −11,509−21.1% | Reduced |
| AQR Capital Management LLC | 43,276 | $2.45M | 0.01% | +11,265+35.2% | Added |
| HighTower Advisors, LLC | 44,750 | $2.53M | 0.01% | +425+1.0% | Added |
| Teacher Retirement System of Texas | 44,784 | $2.53M | 0.02% | +35,222+368.4% | Added |
| Yousif Capital Management, LLC | 45,768 | $2.59M | 0.04% | +3,896+9.3% | Added |
| Martin & Co Inc | 45,852 | $2.59M | 0.77% | +1,208+2.7% | Added |
| Martingale Asset Management L P | 49,796 | $2.81M | 0.06% | +1,606+3.3% | Added |
| Envestnet Asset Management Inc | 50,497 | $2.85M | 0.00% | +689+1.4% | Added |
| Endurant Capital Management LP | 51,218 | $2.89M | 0.94% | +30,995+153.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,719 | $2.92M | 0.03% | +5,216+11.2% | Added |
| Credit Suisse AG | 51,996 | $2.94M | 0.00% | +1,497+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 52,464 | $2.96M | 0.01% | −24,894−32.2% | Reduced |
| Trillium Asset Management, LLC | 54,509 | $3.08M | 0.10% | +54,509 | New |
| Two Sigma Advisers, LP | 55,100 | $3.11M | 0.01% | +6,400+13.1% | Added |
| UBS Asset Management Americas Inc | 59,196 | $3.35M | 0.00% | −7,801−11.6% | Reduced |
| Great West Life Assurance Co | 66,774 | $3.77M | 0.01% | +16,621+33.1% | Added |
| Public Employees Retirement System of Ohio | 69,379 | $3.92M | 0.02% | +48+0.1% | Added |
| California State Teachers Retirement System | 70,846 | $4.00M | 0.01% | −1,148−1.6% | Reduced |
| Alliancebernstein L.P. | 73,782 | $4.17M | 0.00% | −162,502−68.8% | Reduced |
| Victory Capital Management Inc | 76,267 | $4.31M | 0.01% | +1,207+1.6% | Added |
| New York State Teachers Retirement System | 78,814 | $4.45M | 0.01% | +900+1.2% | Added |
| Thrivent Financial for Lutherans | 80,729 | $4.56M | 0.01% | +8,560+11.9% | Added |
| State of Wisconsin Investment Board | 84,264 | $4.76M | 0.02% | −3,567−4.1% | Reduced |
| Algert Global LLC | 93,741 | $5.30M | 0.32% | +67,949+263.4% | Added |
| Ami Asset Management Corp | 95,610 | $5.40M | 0.40% | −45,164−32.1% | Reduced |
| Public Sector Pension Investment Board | 104,049 | $5.88M | 0.05% | +9,616+10.2% | Added |
| FMR LLC | 108,667 | $6.14M | 0.00% | +102,048+1,541.7% | Added |
| Bryn Mawr Trust Co | 112,162 | $6.34M | 0.31% | −1,183−1.0% | Reduced |
| Bridgewater Associates, LP | 112,411 | $6.35M | 0.03% | −4,998−4.3% | Reduced |
| Amundi | 106,874 | $6.42M | 0.00% | +104,889+5,284.1% | Added |
| Voya Investment Management LLC | 120,244 | $6.79M | 0.01% | +12,634+11.7% | Added |
| RK Capital Management, LLC | 120,900 | $6.83M | 1.75% | +4,100+3.5% | Added |
| Rothschild & Co Asset Management US Inc. | 122,451 | $6.92M | 0.12% | −15,641−11.3% | Reduced |
| Swiss National Bank | 134,400 | $7.59M | 0.01% | +1,300+1.0% | Added |
| JPMorgan Chase & Co | 135,189 | $7.64M | 0.00% | −10,077−6.9% | Reduced |
| Raymond James & Associates | 136,457 | $7.71M | 0.01% | −10,301−7.0% | Reduced |
| Goldman Sachs Group Inc | 143,343 | $8.10M | 0.00% | −82,242−36.5% | Reduced |
| Citadel Advisors LLC | 147,360 | $8.33M | 0.01% | +50,588+52.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 151,877 | $8.58M | 1.24% | +151,877 | New |
| Rhumbline Advisers | 158,193 | $8.94M | 0.01% | +14,311+9.9% | Added |
| Legal & General Group Plc | 161,649 | $9.13M | 0.00% | +12,869+8.6% | Added |
| Eagle Asset Management Inc | 175,697 | $9.93M | 0.06% | −536,438−75.3% | Reduced |
| Prudential Financial Inc | 190,320 | $10.8M | 0.02% | −12,356−6.1% | Reduced |
| Ziegler Capital Management, LLC | 201,908 | $11.4M | 0.50% | +1,816+0.9% | Added |
| Point72 Asset Management, L.P. | 209,877 | $11.9M | 0.05% | +115,968+123.5% | Added |
| Putnam Investments LLC | 214,053 | $12.1M | 0.02% | +183,344+597.0% | Added |
| Comerica Bank | 215,202 | $12.5M | 0.11% | +2,115+1.0% | Added |