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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
M&T Bank Corp30,332$1.72M0.01%+4,141+15.8%Added
MetLife Investment Management29,756$1.68M0.01%+1,163+4.1%Added
American Century Companies Inc27,721$1.57M0.00%+2,533+10.1%Added
Amalgamated Bank27,406$1.55M0.01%+2,351+9.4%Added
Louisiana State Employees Retirement System27,100$1.53M0.04%+2,400+9.7%Added
LPL Financial LLC26,585$1.50M0.00%−304−1.1%Reduced
Blair William & Co26,290$1.49M0.01%+2,936+12.6%Added
Deutsche Bank AG26,124$1.48M0.00%−4,622−15.0%Reduced
Mirae Asset Global Investments Co., Ltd.25,760$1.46M0.00%+7,974+44.8%Added
State Board of Administration of Florida Retirement System24,064$1.36M0.00%+3,795+18.7%Added
Walthausen & Co., LLC23,357$1.32M1.10%−180−0.8%Reduced
Wells Fargo & Company23,203$1.31M0.00%−6,913−23.0%Reduced
Zions Bancorporation, N.A.22,974$1.30M0.14%−133−0.6%Reduced
STRS Ohio22,100$1.25M0.01%−500−2.2%Reduced
BNP Paribas Arbitrage, SA20,991$1.19M0.00%+5,341+34.1%Added
Cornercap Investment Counsel Inc19,947$1.13M0.21%00.0%Unchanged
Susquehanna International Group, LLP18,957$1.07M0.00%+2,028+12.0%Added
Oregon Public Employees Retirement Fund18,802$1.06M0.02%+2,188+13.2%Added
Capital Impact Advisors, LLC14,966$1.05M1.04%+1,240+9.0%Added
Virginia Retirement Systems Et Al18,300$1.03M0.01%+18,300New
Acadian Asset Management LLC17,417$983.0K0.01%+8,737+100.7%Added
ClariVest Asset Management LLC17,206$973.0K0.05%−47−0.3%Reduced
Candriam Luxembourg S.C.A.16,727$945.0K0.01%+16,727New
Ensign Peak Advisors, Inc16,640$940.0K0.00%00.0%Unchanged
Oberweis Asset Management Inc16,100$910.0K0.21%+7,600+89.4%Added
The PNC Financial Services Group, Inc.15,753$890.0K0.00%−1,680−9.6%Reduced
Arizona State Retirement System15,403$870.0K0.01%+103+0.7%Added
Gabelli Funds LLC15,000$848.0K0.01%−5,000−25.0%Reduced
Teachers Retirement System of the State of Kentucky14,831$838.0K0.01%+14,831New
AE Wealth Management LLC14,152$800.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund14,000$791.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.13,500$763.0K0.07%00.0%Unchanged
Stifel Financial Corp12,748$720.0K0.00%+50.0%Added
Shell Asset Management Co12,473$705.0K0.03%−3,271−20.8%Reduced
Virtus Investment Advisers, Inc.12,181$688.0K0.32%+12,181New
Diversified Trust Co12,015$679.0K0.03%+2,718+29.2%Added
Wakefield Asset Management LLLP11,523$651.0K0.30%+12+0.1%Added
Mutual of America Capital Management LLC11,293$638.0K0.01%+2,726+31.8%Added
HSBC Holdings PLC10,211$588.0K0.00%−2,067−16.8%Reduced
AlphaCrest Capital Management LLC10,199$576.0K0.04%−20,872−67.2%Reduced
Janus Henderson Group PLC10,190$576.0K0.00%+18+0.2%Added
Everence Capital Management Inc10,140$573.0K0.05%00.0%Unchanged
Verition Fund Management LLC10,000$565.0K0.01%−11,731−54.0%Reduced
Marshall Wace, LLP9,969$564.0K0.00%−6,875−40.8%Reduced
Nuance Investments, LLC9,260$523.0K0.01%+9,260New
BI Asset Management Fondsmaeglerselskab A/S9,073$513.0K0.03%−691−7.1%Reduced
Tower Research Capital LLC (TRC)8,761$495.0K0.01%+6,782+342.7%Added
Public Employees Retirement Association of Colorado8,229$465.0K0.00%00.0%Unchanged
New York Life Investment Management LLC8,228$464.0K0.01%+665+8.8%Added
Handelsbanken Fonder AB7,909$447.0K0.00%00.0%Unchanged
US Bancorp7,887$446.0K0.00%−1,071−12.0%Reduced
Millrace Asset Group, Inc.7,828$442.0K0.56%−21,269−73.1%Reduced
ProShare Advisors LLC7,709$435.0K0.00%−33−0.4%Reduced
Vestcor Inc7,380$417.0K0.02%+7,380New
Franklin Resources Inc7,177$406.0K0.00%+1,186+19.8%Added
FDx Advisors, Inc.6,942$392.0K0.02%−369−5.0%Reduced
Bank of Montreal6,637$390.0K0.00%+607+10.1%Added
Banque Cantonale Vaudoise6,830$386.0K0.02%+6,830New
Zurcher Kantonalbank (Zurich Cantonalbank)6,584$372.0K0.00%00.0%Unchanged
GWM Advisors LLC6,477$366.0K0.01%−273−4.0%Reduced
SG Americas Securities, LLC6,336$358.0K0.01%−20,677−76.5%Reduced
Mariner, LLC6,272$355.0K0.00%+6,272New
Man Group plc6,265$354.0K0.00%––
Raymond James Financial Services Advisors, Inc.6,235$352.0K0.00%−167−2.6%Reduced
Bailard, Inc.6,200$350.0K0.01%+6,200New
Henshaw Capital LLC6,172$348.8K0.03%00.0%Unchanged
South Dakota Investment Council6,100$345.0K0.01%00.0%Unchanged
Quinn Opportunity Partners LLC5,862$331.3K0.04%−783−11.8%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital5,101$288.0K0.01%+5,101New
Crossmark Global Holdings, Inc.4,962$280.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC4,373$273.0K0.00%+36+0.8%Added
Cubist Systematic Strategies, LLC4,795$271.0K0.00%−23,497−83.1%Reduced
Dark Forest Capital Management LP4,712$266.0K0.05%+4,616+4,808.3%Added
Raymond James Trust N.A.4,672$264.0K0.01%+300+6.9%Added
Creative Planning4,644$262.0K0.00%+4,644New
Mackenzie Financial Corp4,569$258.0K0.00%−51−1.1%Reduced
KBC Group NV4,416$250.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,383$247.0K0.01%+191+4.6%Added
Pathstone Family Office, LLC4,335$245.0K0.00%+4,335New
Peapack Gladstone Financial Corp4,303$243.0K0.00%+84+2.0%Added
Profund Advisors LLC4,262$241.0K0.02%+13+0.3%Added
Cim Investment Mangement Inc4,231$239.0K0.11%00.0%Unchanged
Pictet Asset Management SA4,116$233.0K0.00%+4,116New
O'Shaughnessy Asset Management, LLC4,104$232.0K0.00%+4,104New
Great Lakes Advisors, LLC4,075$230.0K0.01%−2,416−37.2%Reduced
Shepherd Kaplan Krochuk, LLC4,000$226.0K0.11%00.0%Unchanged
CIBC Asset Management Inc3,928$222.0K0.00%00.0%Unchanged
Duality Advisers, LP3,824$216.0K0.02%−2,793−42.2%Reduced
Captrust Financial Advisors3,614$204.0K0.00%−310−7.9%Reduced
Mercer Global Advisors Inc3,611$204.0K0.00%+3,611New
Greenleaf Trust3,542$200.0K0.00%+3,542New
Metropolitan Life Insurance Co3,331$188.2K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,199$181.0K0.00%+938+41.5%Added
UBS Group AG2,965$167.0K0.00%+2,600+712.3%Added
Eagle Bay Advisors LLC2,380$135.0K0.08%+510+27.3%Added
Aquatic Capital Management LLC2,300$130.0K0.01%−7,000−75.3%Reduced
Russell Investments Group, Ltd.1,510$85.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC1,195$68.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.1,157$64.0K0.00%−130−10.1%Reduced
Quadrant Capital Group LLC1,137$64.0K0.01%+901+381.8%Added