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, Q4 2022
Institutional positions in Merit Medical Systems Inc as of Dec 31, 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
- 279
- +40 vs. Q3 2022
- Shares held
- 54.0M
- −764.1K (−1.4%) vs. Q3 2022
- Total value
- $3.82B
- +$717.4M (+23.2%) vs. Q3 2022
- New holders
- 55
- 93 more added
- Sold out
- 15
- 99 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,670,688 | $682.9M | 0.02% | −33,966−0.3% | Reduced |
| Vanguard Group Inc | 6,824,344 | $481.9M | 0.01% | +123,689+1.8% | Added |
| William Blair Investment Management, LLC | 3,729,980 | $263.4M | 1.01% | −354,017−8.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,517,226 | $177.8M | 2.12% | +61,808+2.5% | Added |
| Conestoga Capital Advisors, LLC | 2,077,269 | $146.7M | 2.74% | −5,393−0.3% | Reduced |
| State Street Corp | 1,942,770 | $137.2M | 0.01% | −95,414−4.7% | Reduced |
| Dimensional Fund Advisors LP | 1,467,037 | $103.6M | 0.04% | −28,911−1.9% | Reduced |
| Macquarie Group Ltd | 1,456,417 | $102.9M | 0.12% | +37,241+2.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,247,657 | $88.1M | 0.56% | +508,234+68.7% | Added |
| Geode Capital Management, LLC | 1,048,925 | $74.1M | 0.01% | +31,419+3.1% | Added |
| Westwood Holdings Group Inc. | 968,393 | $68.4M | 0.60% | −179,897−15.7% | Reduced |
| Aristotle Capital Boston, LLC | 932,682 | $65.9M | 2.08% | −190,008−16.9% | Reduced |
| Bank of New York Mellon Corp | 910,564 | $64.3M | 0.01% | −40,170−4.2% | Reduced |
| Morgan Stanley | 875,581 | $61.8M | 0.01% | +456,031+108.7% | Added |
| Price T Rowe Associates Inc | 865,972 | $61.2M | 0.01% | −20,218−2.3% | Reduced |
| Channing Capital Management, LLC | 830,423 | $58.6M | 1.86% | −219,950−20.9% | Reduced |
| Loomis Sayles & Co L P | 819,655 | $57.9M | 0.12% | −19,603−2.3% | Reduced |
| Ameriprise Financial Inc | 813,077 | $57.4M | 0.02% | −36,391−4.3% | Reduced |
| Northern Trust Corp | 678,980 | $47.9M | 0.01% | +75,668+12.5% | Added |
| Nuveen Asset Management, LLC | 650,949 | $46.0M | 0.02% | −69,489−9.6% | Reduced |
| Royal Bank of Canada | 642,628 | $45.4M | 0.01% | −421−0.1% | Reduced |
| Polar Capital Holdings Plc | 563,251 | $39.8M | 0.32% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 556,610 | $39.3M | 0.01% | +4,449+0.8% | Added |
| Norges Bank | 533,877 | $37.7M | 0.01% | +15,851+3.1% | Added |
| Emerald Advisers, LLC | 522,170 | $36.9M | 1.78% | −10,144−1.9% | Reduced |
| Bank of America Corp | 482,628 | $34.1M | 0.00% | +88,200+22.4% | Added |
| Millennium Management LLC | 454,261 | $32.1M | 0.04% | +157,777+53.2% | Added |
| Emerald Mutual Fund Advisers Trust | 408,268 | $28.8M | 1.79% | −31,182−7.1% | Reduced |
| Principal Financial Group Inc | 357,322 | $25.2M | 0.02% | −3,966−1.1% | Reduced |
| Invesco Ltd. | 352,221 | $24.9M | 0.01% | +43,229+14.0% | Added |
| Frontier Capital Management Co LLC | 331,874 | $23.4M | 0.26% | −7,492−2.2% | Reduced |
| Fisher Asset Management, LLC | 265,663 | $18.8M | 0.01% | −77,278−22.5% | Reduced |
| Panagora Asset Management Inc | 239,255 | $16.9M | 0.11% | +17,990+8.1% | Added |
| SEI Investments Co | 238,701 | $16.9M | 0.04% | −13,623−5.4% | Reduced |
| Putnam Investments LLC | 232,312 | $16.4M | 0.03% | +18,259+8.5% | Added |
| Glenmede Trust Co NA | 232,010 | $16.4M | 0.10% | −10,712−4.4% | Reduced |
| New York State Common Retirement Fund | 226,746 | $16.0M | 0.02% | −50,953−18.3% | Reduced |
| Fort Washington Investment Advisors Inc | 221,811 | $15.7M | 0.12% | −1,012−0.5% | Reduced |
| Comerica Bank | 217,677 | $15.2M | 0.12% | +2,475+1.2% | Added |
| Eagle Asset Management Inc | 213,262 | $14.8M | 0.09% | +37,565+21.4% | Added |
| FMR LLC | 205,817 | $14.5M | 0.00% | +97,150+89.4% | Added |
| Ziegler Capital Management, LLC | 198,798 | $14.0M | 0.59% | −3,110−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 194,158 | $13.7M | 0.02% | −29,824−13.3% | Reduced |
| Prudential Financial Inc | 188,628 | $13.3M | 0.02% | −1,692−0.9% | Reduced |
| American Capital Management Inc | 182,635 | $12.9M | 0.51% | −53,000−22.5% | Reduced |
| Point72 Asset Management, L.P. | 177,649 | $12.5M | 0.05% | −32,228−15.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 175,000 | $12.4M | 0.03% | −75,000−30.0% | Reduced |
| Goldman Sachs Group Inc | 168,448 | $11.9M | 0.00% | +25,105+17.5% | Added |
| Legal & General Group Plc | 164,881 | $11.6M | 0.00% | +3,232+2.0% | Added |
| Rhumbline Advisers | 157,210 | $11.1M | 0.01% | −983−0.6% | Reduced |
| Raymond James & Associates | 153,495 | $10.8M | 0.01% | +17,038+12.5% | Added |
| Amundi | 151,652 | $10.3M | 0.01% | +44,778+41.9% | Added |
| Swiss National Bank | 137,100 | $9.68M | 0.01% | +2,700+2.0% | Added |
| JPMorgan Chase & Co | 121,931 | $8.61M | 0.00% | −13,258−9.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 120,522 | $8.51M | 1.12% | −31,355−20.6% | Reduced |
| RK Capital Management, LLC | 111,600 | $7.88M | 1.87% | −9,300−7.7% | Reduced |
| Rothschild & Co Asset Management US Inc. | 111,451 | $7.87M | 0.12% | −11,000−9.0% | Reduced |
| Bryn Mawr Trust Co | 111,256 | $7.86M | 0.36% | −906−0.8% | Reduced |
| Voya Investment Management LLC | 109,696 | $7.75M | 0.01% | −10,548−8.8% | Reduced |
| Public Sector Pension Investment Board | 103,551 | $7.31M | 0.06% | −498−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 95,561 | $6.75M | 0.01% | +43,097+82.1% | Added |
| Algert Global LLC | 93,298 | $6.59M | 0.37% | −443−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 88,477 | $6.25M | 0.03% | +19,098+27.5% | Added |
| Bridgewater Associates, LP | 87,248 | $6.16M | 0.03% | −25,163−22.4% | Reduced |
| State of Wisconsin Investment Board | 80,776 | $5.70M | 0.02% | −3,488−4.1% | Reduced |
| Brookfield Asset Management Inc. | 80,251 | $5.67M | 0.02% | +80,251 | New |
| New York State Teachers Retirement System | 78,814 | $5.57M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 77,155 | $5.45M | 0.00% | +3,373+4.6% | Added |
| Ami Asset Management Corp | 76,480 | $5.40M | 0.38% | −19,130−20.0% | Reduced |
| California State Teachers Retirement System | 71,704 | $5.06M | 0.01% | +858+1.2% | Added |
| Credit Suisse AG | 66,962 | $4.73M | 0.01% | +14,966+28.8% | Added |
| Great West Life Assurance Co | 66,654 | $4.71M | 0.01% | −120−0.2% | Reduced |
| Victory Capital Management Inc | 61,360 | $4.33M | 0.00% | −14,907−19.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,916 | $4.30M | 0.04% | +9,197+17.8% | Added |
| Thrivent Financial for Lutherans | 59,880 | $4.23M | 0.01% | −20,849−25.8% | Reduced |
| Envestnet Asset Management Inc | 55,012 | $3.88M | 0.00% | +4,515+8.9% | Added |
| Trillium Asset Management, LLC | 53,813 | $3.80M | 0.12% | −696−1.3% | Reduced |
| Chartwell Investment Partners, LLC | 52,559 | $3.71M | 0.15% | +13,195+33.5% | Added |
| Martingale Asset Management L P | 50,813 | $3.59M | 0.07% | +1,017+2.0% | Added |
| Martin & Co Inc | 47,219 | $3.33M | 0.88% | +1,367+3.0% | Added |
| State of Tennessee, Treasury Department | 46,918 | $3.31M | 0.02% | +8,328+21.6% | Added |
| Rockefeller Capital Management L.P. | 45,774 | $3.23M | 0.02% | −544,657−92.2% | Reduced |
| HighTower Advisors, LLC | 45,374 | $3.21M | 0.01% | +624+1.4% | Added |
| Barclays PLC | 44,959 | $3.18M | 0.00% | +1,870+4.3% | Added |
| Natixis Advisors, L.P. | 39,865 | $2.81M | 0.01% | +5,305+15.4% | Added |
| State of Alaska, Department of Revenue | 39,634 | $2.80M | 0.03% | +313+0.8% | Added |
| Texas Permanent School Fund | 38,266 | $2.70M | 0.04% | −2,559−6.3% | Reduced |
| Citigroup Inc | 37,817 | $2.67M | 0.00% | +5,769+18.0% | Added |
| Knights of Columbus Asset Advisors LLC | 37,680 | $2.66M | 0.28% | −428−1.1% | Reduced |
| Yousif Capital Management, LLC | 36,233 | $2.56M | 0.03% | −9,535−20.8% | Reduced |
| M&T Bank Corp | 35,758 | $2.52M | 0.01% | +5,426+17.9% | Added |
| Oberweis Asset Management Inc | 35,600 | $2.51M | 0.53% | +19,500+121.1% | Added |
| State of New Jersey Common Pension Fund D | 32,587 | $2.30M | 0.01% | −6,002−15.6% | Reduced |
| First Trust Advisors LP | 31,742 | $2.24M | 0.00% | −7,088−18.3% | Reduced |
| American International Group, Inc. | 30,452 | $2.15M | 0.02% | −231−0.8% | Reduced |
| Wells Fargo & Company | 29,933 | $2.11M | 0.00% | +6,730+29.0% | Added |
| MetLife Investment Management | 29,756 | $2.10M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,115 | $2.06M | 0.00% | +2,991+11.4% | Added |
| Teacher Retirement System of Texas | 28,004 | $1.98M | 0.01% | −16,780−37.5% | Reduced |
| LPL Financial LLC | 27,598 | $1.94M | 0.00% | +1,013+3.8% | Added |