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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 27,436 | $1.94M | 0.02% | +30+0.1% | Added |
| Louisiana State Employees Retirement System | 27,000 | $1.91M | 0.05% | −100−0.4% | Reduced |
| Zions Bancorporation, N.A. | 26,836 | $1.90M | 0.15% | +3,862+16.8% | Added |
| Blair William & Co | 26,312 | $1.86M | 0.01% | +22+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,102 | $1.84M | 0.00% | +342+1.3% | Added |
| Axiom Investors LLC | 25,725 | $1.82M | 0.04% | +25,725 | New |
| American Century Companies Inc | 25,548 | $1.80M | 0.00% | −2,173−7.8% | Reduced |
| HRT Financial LP | 25,337 | $1.79M | 0.03% | +25,337 | New |
| Twinbeech Capital LP | 24,838 | $1.75M | 0.03% | +24,838 | New |
| Maryland State Retirement & Pension System | 23,468 | $1.66M | 0.05% | +23,468 | New |
| Two Sigma Advisers, LP | 23,100 | $1.63M | 0.00% | −32,000−58.1% | Reduced |
| Manufacturers Life Insurance Company, The | 22,239 | $1.57M | 0.00% | −347,774−94.0% | Reduced |
| State Board of Administration of Florida Retirement System | 22,144 | $1.56M | 0.00% | −1,920−8.0% | Reduced |
| Virginia Retirement Systems Et Al | 21,400 | $1.51M | 0.02% | +3,100+16.9% | Added |
| Susquehanna International Group, LLP | 20,269 | $1.43M | 0.00% | +1,312+6.9% | Added |
| Oregon Public Employees Retirement Fund | 18,849 | $1.33M | 0.02% | +47+0.2% | Added |
| AQR Capital Management LLC | 18,678 | $1.32M | 0.00% | −24,598−56.8% | Reduced |
| Cornercap Investment Counsel Inc | 18,621 | $1.32M | 0.23% | −1,326−6.6% | Reduced |
| STRS Ohio | 18,500 | $1.31M | 0.01% | −3,600−16.3% | Reduced |
| Millrace Asset Group, Inc. | 18,478 | $1.30M | 1.48% | +10,650+136.1% | Added |
| ExodusPoint Capital Management, LP | 18,404 | $1.30M | 0.02% | +18,404 | New |
| Graham Capital Management, L.P. | 18,017 | $1.27M | 0.05% | +18,017 | New |
| HSBC Holdings PLC | 17,546 | $1.23M | 0.00% | +7,335+71.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,421 | $1.23M | 0.01% | +2,590+17.5% | Added |
| ClariVest Asset Management LLC | 17,179 | $1.21M | 0.06% | −27−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 16,090 | $1.14M | 0.00% | −550−3.3% | Reduced |
| Edgestream Partners, L.P. | 16,028 | $1.13M | 0.13% | +16,028 | New |
| Arizona State Retirement System | 16,017 | $1.13M | 0.01% | +614+4.0% | Added |
| Gabelli Funds LLC | 15,000 | $1.06M | 0.01% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 14,591 | $1.03M | 1.01% | −375−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $988.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,263 | $936.6K | 0.01% | +6,679+101.4% | Added |
| Nuance Investments, LLC | 12,842 | $906.9K | 0.02% | +3,582+38.7% | Added |
| Candriam Luxembourg S.C.A. | 12,544 | $885.8K | 0.01% | −4,183−25.0% | Reduced |
| The PNC Financial Services Group, Inc. | 12,525 | $884.5K | 0.00% | −3,228−20.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,278 | $867.1K | 0.01% | +12,278 | New |
| FIL Ltd | 12,243 | $864.6K | 0.00% | +11,899+3,459.0% | Added |
| Stifel Financial Corp | 12,234 | $864.0K | 0.00% | −514−4.0% | Reduced |
| Virtus Investment Advisers, Inc. | 12,181 | $860.2K | 0.57% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,091 | $853.3K | 0.00% | +1,901+18.7% | Added |
| Mutual of America Capital Management LLC | 11,929 | $842.4K | 0.01% | +636+5.6% | Added |
| Squarepoint Ops LLC | 11,660 | $823.4K | 0.01% | +11,660 | New |
| Wakefield Asset Management LLLP | 11,520 | $813.5K | 0.34% | −30.0% | Reduced |
| Hillsdale Investment Management Inc. | 11,500 | $812.1K | 0.07% | −2,000−14.8% | Reduced |
| Aquatic Capital Management LLC | 11,400 | $805.0K | 0.06% | +9,100+395.7% | Added |
| Financial Advocates Investment Management | 10,763 | $760.1K | 0.06% | +10,763 | New |
| Mackenzie Financial Corp | 10,487 | $740.6K | 0.00% | +5,918+129.5% | Added |
| Shell Asset Management Co | 10,268 | $725.0K | 0.03% | −2,205−17.7% | Reduced |
| Everence Capital Management Inc | 10,140 | $716.0K | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 9,889 | $698.4K | 0.00% | +6,924+233.5% | Added |
| BNP Paribas Arbitrage, SA | 9,861 | $696.4K | 0.00% | −11,130−53.0% | Reduced |
| New York Life Investment Management LLC | 9,090 | $641.9K | 0.01% | +862+10.5% | Added |
| ProShare Advisors LLC | 8,852 | $625.1K | 0.00% | +1,143+14.8% | Added |
| SG Americas Securities, LLC | 8,628 | $609.0K | 0.01% | +2,292+36.2% | Added |
| DuPont Capital Management Corp | 8,421 | $594.7K | 0.03% | +8,421 | New |
| Diversified Trust Co | 8,393 | $593.0K | 0.02% | −3,622−30.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $581.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,063 | $569.0K | 0.02% | −1,010−11.1% | Reduced |
| Acadian Asset Management LLC | 8,026 | $566.0K | 0.00% | −9,391−53.9% | Reduced |
| Handelsbanken Fonder AB | 7,909 | $559.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 7,380 | $521.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,372 | $520.6K | 0.00% | −139,988−95.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,167 | $506.1K | 0.12% | +7,167 | New |
| Pictet Asset Management SA | 6,974 | $493.0K | 0.00% | +2,858+69.4% | Added |
| Franklin Resources Inc | 6,768 | $478.0K | 0.00% | −409−5.7% | Reduced |
| Mariner, LLC | 6,652 | $470.0K | 0.00% | +380+6.1% | Added |
| Bank of Montreal | 6,553 | $465.3K | 0.00% | −84−1.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,431 | $454.0K | 0.00% | +6,431 | New |
| Advisor Group Holdings, Inc. | 6,365 | $449.5K | 0.00% | +3,166+99.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,331 | $447.1K | 0.00% | +96+1.5% | Added |
| Bailard, Inc. | 6,200 | $437.8K | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,172 | $435.9K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,311 | $435.5K | 0.01% | −166−2.6% | Reduced |
| South Dakota Investment Council | 6,100 | $431.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,913 | $418.0K | 0.02% | −1,029−14.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,895 | $416.3K | 0.06% | +5,895 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,612 | $396.3K | 0.01% | +511+10.0% | Added |
| Los Angeles Capital Management LLC | 5,434 | $383.7K | 0.00% | +5,434 | New |
| Engineers Gate Manager LP | 5,370 | $379.2K | 0.02% | +5,370 | New |
| Banque Cantonale Vaudoise | 5,326 | $376.0K | 0.02% | −1,504−22.0% | Reduced |
| US Bancorp | 5,317 | $375.5K | 0.00% | −2,570−32.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,184 | $366.1K | 0.02% | +5,184 | New |
| Jane Street Group, LLC | 5,104 | $360.4K | 0.00% | +5,104 | New |
| Crossmark Global Holdings, Inc. | 5,040 | $356.0K | 0.01% | +78+1.6% | Added |
| Acrisure Capital Management, LLC | 4,836 | $341.5K | 0.38% | +4,836 | New |
| TD Asset Management Inc | 4,600 | $324.9K | 0.00% | +4,600 | New |
| KBC Group NV | 4,416 | $312.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,393 | $310.2K | 0.00% | −251−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,383 | $309.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,373 | $309.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,231 | $298.8K | 0.12% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,374 | $296.7K | 0.01% | +2,039+47.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,148 | $292.9K | 0.00% | +44+1.1% | Added |
| Man Group plc | 4,088 | $288.7K | 0.00% | −2,177−34.7% | Reduced |
| Prudent Man Advisors, LLC | 4,061 | $287.0K | 0.12% | +4,061 | New |
| Great Lakes Advisors, LLC | 3,987 | $281.6K | 0.02% | −88−2.2% | Reduced |
| Raymond James Trust N.A. | 3,979 | $281.0K | 0.01% | −693−14.8% | Reduced |
| SageView Advisory Group, LLC | 3,903 | $275.6K | 0.02% | +3,903 | New |
| Peapack Gladstone Financial Corp | 3,659 | $258.0K | 0.01% | −644−15.0% | Reduced |
| Mercer Global Advisors Inc | 3,565 | $252.0K | 0.00% | −46−1.3% | Reduced |