Merit Medical Systems Inc

MMSI

Exchange: Nasdaq
Industry: Surgical & Medical Instruments & Apparatus
SEC CIK: 0000856982

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Merit Medical Systems Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of MMSI: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	242	3	279	+40
Shares	54.8M	24.1K	54.0M	−764.1K (−1.4%)
Value	$3.10B	$1.36M	$3.82B	+$717.4M (+23.2%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Merit Medical Systems Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to MMSI in Q4 2022
Institution	Shares	Value	% of portfolio
Brookfield Asset Management Inc.	80,251	$5.67M	0.02%
Axiom Investors LLC	25,725	$1.82M	0.04%
HRT Financial LP	25,337	$1.79M	0.03%
Twinbeech Capital LP	24,838	$1.75M	0.03%
Maryland State Retirement & Pension System	23,468	$1.66M	0.05%
ExodusPoint Capital Management, LP	18,404	$1.30M	0.02%
Graham Capital Management, L.P.	18,017	$1.27M	0.05%
Edgestream Partners, L.P.	16,028	$1.13M	0.13%
Susquehanna Fundamental Investments, LLC	12,278	$867.1K	0.01%
Squarepoint Ops LLC	11,660	$823.4K	0.01%
Financial Advocates Investment Management	10,763	$760.1K	0.06%
DuPont Capital Management Corp	8,421	$594.7K	0.03%
Campbell & CO Investment Adviser LLC	7,167	$506.1K	0.12%
Arrowstreet Capital, Limited Partnership	6,431	$454.0K	0.00%
Y-Intercept (Hong Kong) Ltd	5,895	$416.3K	0.06%
Los Angeles Capital Management LLC	5,434	$383.7K	0.00%
Engineers Gate Manager LP	5,370	$379.2K	0.02%
Wealthcare Advisory Partners LLC	5,184	$366.1K	0.02%
Jane Street Group, LLC	5,104	$360.4K	0.00%
Acrisure Capital Management, LLC	4,836	$341.5K	0.38%
TD Asset Management Inc	4,600	$324.9K	0.00%
Prudent Man Advisors, LLC	4,061	$287.0K	0.12%
SageView Advisory Group, LLC	3,903	$275.6K	0.02%
Xponance, Inc.	3,546	$250.4K	0.00%
Zacks Investment Management	3,492	$246.6K	0.00%
Inceptionr LLC	3,470	$245.1K	0.13%
Vise Technologies, Inc.	3,350	$236.6K	0.07%
Ergoteles LLC	3,338	$235.7K	0.01%
Lindenwold Advisors	3,226	$227.8K	0.15%
Shelton Capital Management	3,169	$223.8K	0.02%
Evergreen Capital Management LLC	3,016	$213.0K	0.01%
Centiva Capital, LP	2,961	$209.1K	0.02%
Eqis Capital Management, Inc.	2,948	$208.2K	0.02%
Truist Financial Corp	2,851	$201.3K	0.00%
Dynamic Technology Lab Private Ltd	2,830	$200.0K	0.02%
Globeflex Capital L P	1,234	$87.1K	0.01%
One Wealth Advisors, LLC	1,144	$80.8K	0.02%
Lazard Asset Management LLC	644	$45.0K	0.00%
Virtus Fund Advisers, LLC	602	$42.5K	0.30%
Altshuler Shaham Ltd	374	$26.4K	0.00%
MinichMacGregor Wealth Management, LLC	363	$25.6K	0.01%
Belpointe Asset Management LLC	325	$23.0K	0.00%
Bessemer Group Inc	111	$8.00K	0.00%
Spire Wealth Management	55	$4.00K	0.00%
Comerica Securities,inc.	51	$3.60K	0.00%
KB Financial Partners, LLC	46	$3.00K	0.00%
RFP Financial Group LLC	27	$1.91K	0.00%
Baker Avenue Asset Management, LP	20	$1.41K	0.00%
Horan Securities, Inc.	20	$1.41K	0.00%
Sofos Investments, Inc.	71	$928	0.01%
AdvisorNet Financial, Inc	10	$706	0.00%
Tfo-TDC, LLC	7	$691	0.00%
Advisory Services Network, LLC	3	$212	0.00%
Gyon Technologies Capital Management, LP	2	$141	0.00%
IFP Advisors, Inc	11	–	–

Sold out (15)

Institutions that held Merit Medical Systems Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of MMSI in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
UBS Asset Management Americas Inc	59,196	$3.35M
Endurant Capital Management LP	51,218	$2.89M
Jupiter Asset Management Ltd	35,358	$2.00M
AE Wealth Management LLC	14,152	$800.0K
AlphaCrest Capital Management LLC	10,199	$576.0K
Verition Fund Management LLC	10,000	$565.0K
Marshall Wace, LLP	9,969	$564.0K
Quinn Opportunity Partners LLC	5,862	$331.3K
Dark Forest Capital Management LP	4,712	$266.0K
Shepherd Kaplan Krochuk, LLC	4,000	$226.0K
CIBC Asset Management Inc	3,928	$222.0K
Duality Advisers, LP	3,824	$216.0K
Howe & Rusling Inc	66	$4.00K
Money Concepts Capital Corp	17	$1.00K
Absolute Capital Management, LLC	15	$856

Not filed for Q4 2022 yet (3)

Institutions that held Merit Medical Systems Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMSI in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Walthausen & Co., LLC	23,357	$1.32M
Wipfli Financial Advisors LLC,	709	$40.0K
American Portfolios Advisors	50	$2.83K