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 |
|---|---|---|---|---|---|
| Chartwell Investment Partners, LLC | 52,559 | $3.71M | 0.15% | +13,195+33.5% | Added |
| Trillium Asset Management, LLC | 53,813 | $3.80M | 0.12% | −696−1.3% | Reduced |
| Envestnet Asset Management Inc | 55,012 | $3.88M | 0.00% | +4,515+8.9% | Added |
| Thrivent Financial for Lutherans | 59,880 | $4.23M | 0.01% | −20,849−25.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,916 | $4.30M | 0.04% | +9,197+17.8% | Added |
| Victory Capital Management Inc | 61,360 | $4.33M | 0.00% | −14,907−19.5% | Reduced |
| Great West Life Assurance Co | 66,654 | $4.71M | 0.01% | −120−0.2% | Reduced |
| Credit Suisse AG | 66,962 | $4.73M | 0.01% | +14,966+28.8% | Added |
| California State Teachers Retirement System | 71,704 | $5.06M | 0.01% | +858+1.2% | Added |
| Ami Asset Management Corp | 76,480 | $5.40M | 0.38% | −19,130−20.0% | Reduced |
| Alliancebernstein L.P. | 77,155 | $5.45M | 0.00% | +3,373+4.6% | Added |
| New York State Teachers Retirement System | 78,814 | $5.57M | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 80,251 | $5.67M | 0.02% | +80,251 | New |
| State of Wisconsin Investment Board | 80,776 | $5.70M | 0.02% | −3,488−4.1% | Reduced |
| Bridgewater Associates, LP | 87,248 | $6.16M | 0.03% | −25,163−22.4% | Reduced |
| Public Employees Retirement System of Ohio | 88,477 | $6.25M | 0.03% | +19,098+27.5% | Added |
| Algert Global LLC | 93,298 | $6.59M | 0.37% | −443−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 95,561 | $6.75M | 0.01% | +43,097+82.1% | Added |
| Public Sector Pension Investment Board | 103,551 | $7.31M | 0.06% | −498−0.5% | Reduced |
| Voya Investment Management LLC | 109,696 | $7.75M | 0.01% | −10,548−8.8% | Reduced |
| Bryn Mawr Trust Co | 111,256 | $7.86M | 0.36% | −906−0.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 111,451 | $7.87M | 0.12% | −11,000−9.0% | Reduced |
| RK Capital Management, LLC | 111,600 | $7.88M | 1.87% | −9,300−7.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 120,522 | $8.51M | 1.12% | −31,355−20.6% | Reduced |
| JPMorgan Chase & Co | 121,931 | $8.61M | 0.00% | −13,258−9.8% | Reduced |
| Swiss National Bank | 137,100 | $9.68M | 0.01% | +2,700+2.0% | Added |
| Amundi | 151,652 | $10.3M | 0.01% | +44,778+41.9% | Added |
| Raymond James & Associates | 153,495 | $10.8M | 0.01% | +17,038+12.5% | Added |
| Rhumbline Advisers | 157,210 | $11.1M | 0.01% | −983−0.6% | Reduced |
| Legal & General Group Plc | 164,881 | $11.6M | 0.00% | +3,232+2.0% | Added |
| Goldman Sachs Group Inc | 168,448 | $11.9M | 0.00% | +25,105+17.5% | Added |
| Adage Capital Partners GP, L.L.C. | 175,000 | $12.4M | 0.03% | −75,000−30.0% | Reduced |
| Point72 Asset Management, L.P. | 177,649 | $12.5M | 0.05% | −32,228−15.4% | Reduced |
| American Capital Management Inc | 182,635 | $12.9M | 0.51% | −53,000−22.5% | Reduced |
| Prudential Financial Inc | 188,628 | $13.3M | 0.02% | −1,692−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 194,158 | $13.7M | 0.02% | −29,824−13.3% | Reduced |
| Ziegler Capital Management, LLC | 198,798 | $14.0M | 0.59% | −3,110−1.5% | Reduced |
| FMR LLC | 205,817 | $14.5M | 0.00% | +97,150+89.4% | Added |
| Eagle Asset Management Inc | 213,262 | $14.8M | 0.09% | +37,565+21.4% | Added |
| Comerica Bank | 217,677 | $15.2M | 0.12% | +2,475+1.2% | Added |
| Fort Washington Investment Advisors Inc | 221,811 | $15.7M | 0.12% | −1,012−0.5% | Reduced |
| New York State Common Retirement Fund | 226,746 | $16.0M | 0.02% | −50,953−18.3% | Reduced |
| Glenmede Trust Co NA | 232,010 | $16.4M | 0.10% | −10,712−4.4% | Reduced |
| Putnam Investments LLC | 232,312 | $16.4M | 0.03% | +18,259+8.5% | Added |
| SEI Investments Co | 238,701 | $16.9M | 0.04% | −13,623−5.4% | Reduced |
| Panagora Asset Management Inc | 239,255 | $16.9M | 0.11% | +17,990+8.1% | Added |
| Fisher Asset Management, LLC | 265,663 | $18.8M | 0.01% | −77,278−22.5% | Reduced |
| Frontier Capital Management Co LLC | 331,874 | $23.4M | 0.26% | −7,492−2.2% | Reduced |
| Invesco Ltd. | 352,221 | $24.9M | 0.01% | +43,229+14.0% | Added |
| Principal Financial Group Inc | 357,322 | $25.2M | 0.02% | −3,966−1.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 408,268 | $28.8M | 1.79% | −31,182−7.1% | Reduced |
| Millennium Management LLC | 454,261 | $32.1M | 0.04% | +157,777+53.2% | Added |
| Bank of America Corp | 482,628 | $34.1M | 0.00% | +88,200+22.4% | Added |
| Emerald Advisers, LLC | 522,170 | $36.9M | 1.78% | −10,144−1.9% | Reduced |
| Norges Bank | 533,877 | $37.7M | 0.01% | +15,851+3.1% | Added |
| Charles Schwab Investment Management Inc | 556,610 | $39.3M | 0.01% | +4,449+0.8% | Added |
| Polar Capital Holdings Plc | 563,251 | $39.8M | 0.32% | 00.0% | Unchanged |
| Royal Bank of Canada | 642,628 | $45.4M | 0.01% | −421−0.1% | Reduced |
| Nuveen Asset Management, LLC | 650,949 | $46.0M | 0.02% | −69,489−9.6% | Reduced |
| Northern Trust Corp | 678,980 | $47.9M | 0.01% | +75,668+12.5% | Added |
| Ameriprise Financial Inc | 813,077 | $57.4M | 0.02% | −36,391−4.3% | Reduced |
| Loomis Sayles & Co L P | 819,655 | $57.9M | 0.12% | −19,603−2.3% | Reduced |
| Channing Capital Management, LLC | 830,423 | $58.6M | 1.86% | −219,950−20.9% | Reduced |
| Price T Rowe Associates Inc | 865,972 | $61.2M | 0.01% | −20,218−2.3% | Reduced |
| Morgan Stanley | 875,581 | $61.8M | 0.01% | +456,031+108.7% | Added |
| Bank of New York Mellon Corp | 910,564 | $64.3M | 0.01% | −40,170−4.2% | Reduced |
| Aristotle Capital Boston, LLC | 932,682 | $65.9M | 2.08% | −190,008−16.9% | Reduced |
| Westwood Holdings Group Inc. | 968,393 | $68.4M | 0.60% | −179,897−15.7% | Reduced |
| Geode Capital Management, LLC | 1,048,925 | $74.1M | 0.01% | +31,419+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,247,657 | $88.1M | 0.56% | +508,234+68.7% | Added |
| Macquarie Group Ltd | 1,456,417 | $102.9M | 0.12% | +37,241+2.6% | Added |
| Dimensional Fund Advisors LP | 1,467,037 | $103.6M | 0.04% | −28,911−1.9% | Reduced |
| State Street Corp | 1,942,770 | $137.2M | 0.01% | −95,414−4.7% | Reduced |
| Conestoga Capital Advisors, LLC | 2,077,269 | $146.7M | 2.74% | −5,393−0.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,517,226 | $177.8M | 2.12% | +61,808+2.5% | Added |
| William Blair Investment Management, LLC | 3,729,980 | $263.4M | 1.01% | −354,017−8.7% | Reduced |
| Vanguard Group Inc | 6,824,344 | $481.9M | 0.01% | +123,689+1.8% | Added |
| BlackRock Inc. | 9,670,688 | $682.9M | 0.02% | −33,966−0.3% | Reduced |
| IFP Advisors, Inc | 11 | – | – | +11 | New |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −59,196−100.0% | Sold out |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −51,218−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −35,358−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,152−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,969−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |