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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 5,434 | $383.7K | 0.00% | +5,434 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,612 | $396.3K | 0.01% | +511+10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,895 | $416.3K | 0.06% | +5,895 | New |
| FDx Advisors, Inc. | 5,913 | $418.0K | 0.02% | −1,029−14.8% | Reduced |
| South Dakota Investment Council | 6,100 | $431.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,311 | $435.5K | 0.01% | −166−2.6% | Reduced |
| Henshaw Capital LLC | 6,172 | $435.9K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 6,200 | $437.8K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,331 | $447.1K | 0.00% | +96+1.5% | Added |
| Advisor Group Holdings, Inc. | 6,365 | $449.5K | 0.00% | +3,166+99.0% | Added |
| Arrowstreet Capital, Limited Partnership | 6,431 | $454.0K | 0.00% | +6,431 | New |
| Bank of Montreal | 6,553 | $465.3K | 0.00% | −84−1.3% | Reduced |
| Mariner, LLC | 6,652 | $470.0K | 0.00% | +380+6.1% | Added |
| Franklin Resources Inc | 6,768 | $478.0K | 0.00% | −409−5.7% | Reduced |
| Pictet Asset Management SA | 6,974 | $493.0K | 0.00% | +2,858+69.4% | Added |
| Campbell & CO Investment Adviser LLC | 7,167 | $506.1K | 0.12% | +7,167 | New |
| Citadel Advisors LLC | 7,372 | $520.6K | 0.00% | −139,988−95.0% | Reduced |
| Vestcor Inc | 7,380 | $521.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,909 | $559.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,026 | $566.0K | 0.00% | −9,391−53.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,063 | $569.0K | 0.02% | −1,010−11.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $581.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 8,393 | $593.0K | 0.02% | −3,622−30.1% | Reduced |
| DuPont Capital Management Corp | 8,421 | $594.7K | 0.03% | +8,421 | New |
| SG Americas Securities, LLC | 8,628 | $609.0K | 0.01% | +2,292+36.2% | Added |
| ProShare Advisors LLC | 8,852 | $625.1K | 0.00% | +1,143+14.8% | Added |
| New York Life Investment Management LLC | 9,090 | $641.9K | 0.01% | +862+10.5% | Added |
| BNP Paribas Arbitrage, SA | 9,861 | $696.4K | 0.00% | −11,130−53.0% | Reduced |
| UBS Group AG | 9,889 | $698.4K | 0.00% | +6,924+233.5% | Added |
| Everence Capital Management Inc | 10,140 | $716.0K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,268 | $725.0K | 0.03% | −2,205−17.7% | Reduced |
| Mackenzie Financial Corp | 10,487 | $740.6K | 0.00% | +5,918+129.5% | Added |
| Financial Advocates Investment Management | 10,763 | $760.1K | 0.06% | +10,763 | New |
| Aquatic Capital Management LLC | 11,400 | $805.0K | 0.06% | +9,100+395.7% | Added |
| Hillsdale Investment Management Inc. | 11,500 | $812.1K | 0.07% | −2,000−14.8% | Reduced |
| Wakefield Asset Management LLLP | 11,520 | $813.5K | 0.34% | −30.0% | Reduced |
| Squarepoint Ops LLC | 11,660 | $823.4K | 0.01% | +11,660 | New |
| Mutual of America Capital Management LLC | 11,929 | $842.4K | 0.01% | +636+5.6% | Added |
| Janus Henderson Group PLC | 12,091 | $853.3K | 0.00% | +1,901+18.7% | Added |
| Virtus Investment Advisers, Inc. | 12,181 | $860.2K | 0.57% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,234 | $864.0K | 0.00% | −514−4.0% | Reduced |
| FIL Ltd | 12,243 | $864.6K | 0.00% | +11,899+3,459.0% | Added |
| Susquehanna Fundamental Investments, LLC | 12,278 | $867.1K | 0.01% | +12,278 | New |
| The PNC Financial Services Group, Inc. | 12,525 | $884.5K | 0.00% | −3,228−20.5% | Reduced |
| Candriam Luxembourg S.C.A. | 12,544 | $885.8K | 0.01% | −4,183−25.0% | Reduced |
| Nuance Investments, LLC | 12,842 | $906.9K | 0.02% | +3,582+38.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,263 | $936.6K | 0.01% | +6,679+101.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $988.7K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 14,591 | $1.03M | 1.01% | −375−2.5% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.06M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,017 | $1.13M | 0.01% | +614+4.0% | Added |
| Edgestream Partners, L.P. | 16,028 | $1.13M | 0.13% | +16,028 | New |
| Ensign Peak Advisors, Inc | 16,090 | $1.14M | 0.00% | −550−3.3% | Reduced |
| ClariVest Asset Management LLC | 17,179 | $1.21M | 0.06% | −27−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,421 | $1.23M | 0.01% | +2,590+17.5% | Added |
| HSBC Holdings PLC | 17,546 | $1.23M | 0.00% | +7,335+71.8% | Added |
| Graham Capital Management, L.P. | 18,017 | $1.27M | 0.05% | +18,017 | New |
| ExodusPoint Capital Management, LP | 18,404 | $1.30M | 0.02% | +18,404 | New |
| Millrace Asset Group, Inc. | 18,478 | $1.30M | 1.48% | +10,650+136.1% | Added |
| STRS Ohio | 18,500 | $1.31M | 0.01% | −3,600−16.3% | Reduced |
| Cornercap Investment Counsel Inc | 18,621 | $1.32M | 0.23% | −1,326−6.6% | Reduced |
| AQR Capital Management LLC | 18,678 | $1.32M | 0.00% | −24,598−56.8% | Reduced |
| Oregon Public Employees Retirement Fund | 18,849 | $1.33M | 0.02% | +47+0.2% | Added |
| Susquehanna International Group, LLP | 20,269 | $1.43M | 0.00% | +1,312+6.9% | Added |
| Virginia Retirement Systems Et Al | 21,400 | $1.51M | 0.02% | +3,100+16.9% | Added |
| State Board of Administration of Florida Retirement System | 22,144 | $1.56M | 0.00% | −1,920−8.0% | Reduced |
| Manufacturers Life Insurance Company, The | 22,239 | $1.57M | 0.00% | −347,774−94.0% | Reduced |
| Two Sigma Advisers, LP | 23,100 | $1.63M | 0.00% | −32,000−58.1% | Reduced |
| Maryland State Retirement & Pension System | 23,468 | $1.66M | 0.05% | +23,468 | New |
| Twinbeech Capital LP | 24,838 | $1.75M | 0.03% | +24,838 | New |
| HRT Financial LP | 25,337 | $1.79M | 0.03% | +25,337 | New |
| American Century Companies Inc | 25,548 | $1.80M | 0.00% | −2,173−7.8% | Reduced |
| Axiom Investors LLC | 25,725 | $1.82M | 0.04% | +25,725 | New |
| Mirae Asset Global Investments Co., Ltd. | 26,102 | $1.84M | 0.00% | +342+1.3% | Added |
| Blair William & Co | 26,312 | $1.86M | 0.01% | +22+0.1% | Added |
| Zions Bancorporation, N.A. | 26,836 | $1.90M | 0.15% | +3,862+16.8% | Added |
| Louisiana State Employees Retirement System | 27,000 | $1.91M | 0.05% | −100−0.4% | Reduced |
| Amalgamated Bank | 27,436 | $1.94M | 0.02% | +30+0.1% | Added |
| LPL Financial LLC | 27,598 | $1.94M | 0.00% | +1,013+3.8% | Added |
| Teacher Retirement System of Texas | 28,004 | $1.98M | 0.01% | −16,780−37.5% | Reduced |
| Deutsche Bank AG | 29,115 | $2.06M | 0.00% | +2,991+11.4% | Added |
| MetLife Investment Management | 29,756 | $2.10M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 29,933 | $2.11M | 0.00% | +6,730+29.0% | Added |
| American International Group, Inc. | 30,452 | $2.15M | 0.02% | −231−0.8% | Reduced |
| First Trust Advisors LP | 31,742 | $2.24M | 0.00% | −7,088−18.3% | Reduced |
| State of New Jersey Common Pension Fund D | 32,587 | $2.30M | 0.01% | −6,002−15.6% | Reduced |
| Oberweis Asset Management Inc | 35,600 | $2.51M | 0.53% | +19,500+121.1% | Added |
| M&T Bank Corp | 35,758 | $2.52M | 0.01% | +5,426+17.9% | Added |
| Yousif Capital Management, LLC | 36,233 | $2.56M | 0.03% | −9,535−20.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,680 | $2.66M | 0.28% | −428−1.1% | Reduced |
| Citigroup Inc | 37,817 | $2.67M | 0.00% | +5,769+18.0% | Added |
| Texas Permanent School Fund | 38,266 | $2.70M | 0.04% | −2,559−6.3% | Reduced |
| State of Alaska, Department of Revenue | 39,634 | $2.80M | 0.03% | +313+0.8% | Added |
| Natixis Advisors, L.P. | 39,865 | $2.81M | 0.01% | +5,305+15.4% | Added |
| Barclays PLC | 44,959 | $3.18M | 0.00% | +1,870+4.3% | Added |
| HighTower Advisors, LLC | 45,374 | $3.21M | 0.01% | +624+1.4% | Added |
| Rockefeller Capital Management L.P. | 45,774 | $3.23M | 0.02% | −544,657−92.2% | Reduced |
| State of Tennessee, Treasury Department | 46,918 | $3.31M | 0.02% | +8,328+21.6% | Added |
| Martin & Co Inc | 47,219 | $3.33M | 0.88% | +1,367+3.0% | Added |
| Martingale Asset Management L P | 50,813 | $3.59M | 0.07% | +1,017+2.0% | Added |