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 |
|---|---|---|---|---|---|
| Gyon Technologies Capital Management, LP | 2 | $141 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 3 | $212 | 0.00% | +3 | New |
| Institutional & Family Asset Management, LLC | 5 | $353 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $636 | 0.00% | +3+50.0% | Added |
| Tfo-TDC, LLC | 7 | $691 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 10 | $706 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $847 | 0.00% | +7+140.0% | Added |
| Sofos Investments, Inc. | 71 | $928 | 0.01% | +71 | New |
| Baker Avenue Asset Management, LP | 20 | $1.41K | 0.00% | +20 | New |
| Horan Securities, Inc. | 20 | $1.41K | 0.00% | +20 | New |
| Schubert & Co | 24 | $1.70K | 0.00% | +2+9.1% | Added |
| RFP Financial Group LLC | 27 | $1.91K | 0.00% | +27 | New |
| Parallel Advisors, LLC | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.26K | 0.00% | +2+6.7% | Added |
| Global Retirement Partners, LLC | 40 | $2.83K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 43 | $3.04K | 0.00% | +10+30.3% | Added |
| Comerica Securities,inc. | 51 | $3.60K | 0.00% | +51 | New |
| Aua Capital Management, LLC | 54 | $3.81K | 0.00% | +28+107.7% | Added |
| Allworth Financial LP | 56 | $3.96K | 0.00% | +40+250.0% | Added |
| Sageworth Trust Co of South Dakota | 63 | $4.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $4.00K | 0.00% | +55 | New |
| Plante Moran Financial Advisors, LLC | 69 | $4.87K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $5.00K | 0.00% | −689−89.9% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $5.30K | 0.00% | −12−13.8% | Reduced |
| Hexagon Capital Partners LLC | 96 | $6.78K | 0.00% | +22+29.7% | Added |
| Bessemer Group Inc | 111 | $8.00K | 0.00% | +111 | New |
| Northwestern Mutual Wealth Management Co | 133 | $9.39K | 0.00% | −690−83.8% | Reduced |
| Key Financial Inc | 172 | $9.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $10.2K | 0.00% | −68−31.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 166 | $11.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $12.4K | 0.00% | +99+128.6% | Added |
| GHP Investment Advisors, Inc. | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 240 | $16.9K | 0.00% | −41−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 250 | $18.0K | 0.00% | −8,511−97.1% | Reduced |
| Parkside Financial Bank & Trust | 282 | $19.9K | 0.01% | +140+98.6% | Added |
| Heritage Wealth Management, LLC | 286 | $20.2K | 0.00% | +143+100.0% | Added |
| Belpointe Asset Management LLC | 325 | $23.0K | 0.00% | +325 | New |
| MinichMacGregor Wealth Management, LLC | 363 | $25.6K | 0.01% | +363 | New |
| Ronald Blue Trust, Inc. | 471 | $26.0K | 0.00% | +288+157.4% | Added |
| Meeder Asset Management Inc | 371 | $26.2K | 0.00% | −82−18.1% | Reduced |
| Altshuler Shaham Ltd | 374 | $26.4K | 0.00% | +374 | New |
| Versant Capital Management, Inc | 376 | $26.6K | 0.01% | +2+0.5% | Added |
| Valley National Advisers Inc | 595 | $40.0K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 602 | $42.5K | 0.30% | +602 | New |
| Lazard Asset Management LLC | 644 | $45.0K | 0.00% | +644 | New |
| CWM, LLC | 665 | $47.0K | 0.00% | +72+12.1% | Added |
| Huntington National Bank | 819 | $57.8K | 0.00% | +818+81,800.0% | Added |
| Tradition Wealth Management, LLC | 829 | $59.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 842 | $59.5K | 0.00% | +431+104.9% | Added |
| Sutton Wealth Advisors Inc. | 941 | $66.5K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 989 | $69.8K | 0.00% | +1+0.1% | Added |
| One Wealth Advisors, LLC | 1,144 | $80.8K | 0.02% | +1,144 | New |
| First Horizon Advisors, Inc. | 1,148 | $81.1K | 0.00% | −9−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,195 | $84.4K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,234 | $87.1K | 0.01% | +1,234 | New |
| Quadrant Capital Group LLC | 1,322 | $93.4K | 0.01% | +185+16.3% | Added |
| Russell Investments Group, Ltd. | 1,510 | $106.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,432 | $171.7K | 0.10% | +52+2.2% | Added |
| Dynamic Technology Lab Private Ltd | 2,830 | $200.0K | 0.02% | +2,830 | New |
| Truist Financial Corp | 2,851 | $201.3K | 0.00% | +2,851 | New |
| Eqis Capital Management, Inc. | 2,948 | $208.2K | 0.02% | +2,948 | New |
| Centiva Capital, LP | 2,961 | $209.1K | 0.02% | +2,961 | New |
| Evergreen Capital Management LLC | 3,016 | $213.0K | 0.01% | +3,016 | New |
| Cubist Systematic Strategies, LLC | 3,121 | $220.4K | 0.00% | −1,674−34.9% | Reduced |
| Shelton Capital Management | 3,169 | $223.8K | 0.02% | +3,169 | New |
| Lindenwold Advisors | 3,226 | $227.8K | 0.15% | +3,226 | New |
| Ergoteles LLC | 3,338 | $235.7K | 0.01% | +3,338 | New |
| Vise Technologies, Inc. | 3,350 | $236.6K | 0.07% | +3,350 | New |
| Metropolitan Life Insurance Co | 3,436 | $242.7K | 0.01% | +105+3.2% | Added |
| Inceptionr LLC | 3,470 | $245.1K | 0.13% | +3,470 | New |
| Greenleaf Trust | 3,479 | $246.0K | 0.00% | −63−1.8% | Reduced |
| Zacks Investment Management | 3,492 | $246.6K | 0.00% | +3,492 | New |
| Captrust Financial Advisors | 3,513 | $248.1K | 0.00% | −101−2.8% | Reduced |
| Xponance, Inc. | 3,546 | $250.4K | 0.00% | +3,546 | New |
| Profund Advisors LLC | 3,565 | $251.8K | 0.02% | −697−16.4% | Reduced |
| Mercer Global Advisors Inc | 3,565 | $252.0K | 0.00% | −46−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 3,659 | $258.0K | 0.01% | −644−15.0% | Reduced |
| SageView Advisory Group, LLC | 3,903 | $275.6K | 0.02% | +3,903 | New |
| Raymond James Trust N.A. | 3,979 | $281.0K | 0.01% | −693−14.8% | Reduced |
| Great Lakes Advisors, LLC | 3,987 | $281.6K | 0.02% | −88−2.2% | Reduced |
| Prudent Man Advisors, LLC | 4,061 | $287.0K | 0.12% | +4,061 | New |
| Man Group plc | 4,088 | $288.7K | 0.00% | −2,177−34.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,148 | $292.9K | 0.00% | +44+1.1% | Added |
| Pathstone Family Office, LLC | 6,374 | $296.7K | 0.01% | +2,039+47.0% | Added |
| Cim Investment Mangement Inc | 4,231 | $298.8K | 0.12% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,373 | $309.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,383 | $309.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 4,393 | $310.2K | 0.00% | −251−5.4% | Reduced |
| KBC Group NV | 4,416 | $312.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 4,600 | $324.9K | 0.00% | +4,600 | New |
| Acrisure Capital Management, LLC | 4,836 | $341.5K | 0.38% | +4,836 | New |
| Crossmark Global Holdings, Inc. | 5,040 | $356.0K | 0.01% | +78+1.6% | Added |
| Jane Street Group, LLC | 5,104 | $360.4K | 0.00% | +5,104 | New |
| Wealthcare Advisory Partners LLC | 5,184 | $366.1K | 0.02% | +5,184 | New |
| US Bancorp | 5,317 | $375.5K | 0.00% | −2,570−32.6% | Reduced |
| Banque Cantonale Vaudoise | 5,326 | $376.0K | 0.02% | −1,504−22.0% | Reduced |
| Engineers Gate Manager LP | 5,370 | $379.2K | 0.02% | +5,370 | New |