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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 988 | $56.0K | 0.00% | −38−3.7% | Reduced |
| Sutton Wealth Advisors Inc. | 941 | $53.2K | 0.02% | +9+1.0% | Added |
| Tradition Wealth Management, LLC | 829 | $47.0K | 0.01% | +829 | New |
| Northwestern Mutual Wealth Management Co | 823 | $46.0K | 0.00% | +436+112.7% | Added |
| Covestor Ltd | 766 | $43.0K | 0.04% | +759+10,842.9% | Added |
| Wipfli Financial Advisors LLC, | 709 | $40.0K | 0.00% | +709 | New |
| Valley National Advisers Inc | 595 | $35.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 593 | $34.0K | 0.00% | +235+65.6% | Added |
| Meeder Asset Management Inc | 453 | $26.0K | 0.00% | −25−5.2% | Reduced |
| TD Private Client Wealth LLC | 411 | $23.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 374 | $21.0K | 0.01% | +319+580.0% | Added |
| FIL Ltd | 344 | $19.0K | 0.00% | +344 | New |
| Signaturefd, LLC | 281 | $16.0K | 0.00% | −10−3.4% | Reduced |
| Lindbrook Capital, LLC | 213 | $12.0K | 0.00% | −264−55.3% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $11.0K | 0.00% | +200 | New |
| Key Financial Inc | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 183 | $10.0K | 0.00% | +80+77.7% | 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 50 | $2.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Absolute Capital Management, LLC | 15 | $856 | 0.00% | +15 | New |
| 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 |
| Starboard Value LPSuperinvestorStarboard Value | 0 | $0 | 0.00% | −579,658−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −264,292−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −142,965−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −96,727−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −95,844−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −88,767−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −52,297−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −39,624−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −36,186−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,345−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,409−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,583−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −20,671−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,790−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,068−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −16,726−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,184−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −14,831−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,959−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −11,958−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,570−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,886−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,149−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |