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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 3,565 | $251.8K | 0.02% | −697−16.4% | Reduced |
| Xponance, Inc. | 3,546 | $250.4K | 0.00% | +3,546 | New |
| Captrust Financial Advisors | 3,513 | $248.1K | 0.00% | −101−2.8% | Reduced |
| Zacks Investment Management | 3,492 | $246.6K | 0.00% | +3,492 | New |
| Greenleaf Trust | 3,479 | $246.0K | 0.00% | −63−1.8% | Reduced |
| Inceptionr LLC | 3,470 | $245.1K | 0.13% | +3,470 | New |
| Metropolitan Life Insurance Co | 3,436 | $242.7K | 0.01% | +105+3.2% | Added |
| Vise Technologies, Inc. | 3,350 | $236.6K | 0.07% | +3,350 | New |
| Ergoteles LLC | 3,338 | $235.7K | 0.01% | +3,338 | New |
| Lindenwold Advisors | 3,226 | $227.8K | 0.15% | +3,226 | New |
| Shelton Capital Management | 3,169 | $223.8K | 0.02% | +3,169 | New |
| Cubist Systematic Strategies, LLC | 3,121 | $220.4K | 0.00% | −1,674−34.9% | Reduced |
| Evergreen Capital Management LLC | 3,016 | $213.0K | 0.01% | +3,016 | New |
| Centiva Capital, LP | 2,961 | $209.1K | 0.02% | +2,961 | New |
| Eqis Capital Management, Inc. | 2,948 | $208.2K | 0.02% | +2,948 | New |
| Truist Financial Corp | 2,851 | $201.3K | 0.00% | +2,851 | New |
| Dynamic Technology Lab Private Ltd | 2,830 | $200.0K | 0.02% | +2,830 | New |
| Eagle Bay Advisors LLC | 2,432 | $171.7K | 0.10% | +52+2.2% | Added |
| Russell Investments Group, Ltd. | 1,510 | $106.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,322 | $93.4K | 0.01% | +185+16.3% | Added |
| Globeflex Capital L P | 1,234 | $87.1K | 0.01% | +1,234 | New |
| Harbor Investment Advisory, LLC | 1,195 | $84.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,148 | $81.1K | 0.00% | −9−0.8% | Reduced |
| One Wealth Advisors, LLC | 1,144 | $80.8K | 0.02% | +1,144 | New |
| Fifth Third Bancorp | 989 | $69.8K | 0.00% | +1+0.1% | Added |
| Sutton Wealth Advisors Inc. | 941 | $66.5K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 842 | $59.5K | 0.00% | +431+104.9% | Added |
| Tradition Wealth Management, LLC | 829 | $59.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 819 | $57.8K | 0.00% | +818+81,800.0% | Added |
| CWM, LLC | 665 | $47.0K | 0.00% | +72+12.1% | Added |
| Lazard Asset Management LLC | 644 | $45.0K | 0.00% | +644 | New |
| Virtus Fund Advisers, LLC | 602 | $42.5K | 0.30% | +602 | New |
| Valley National Advisers Inc | 595 | $40.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $26.6K | 0.01% | +2+0.5% | Added |
| Altshuler Shaham Ltd | 374 | $26.4K | 0.00% | +374 | New |
| Meeder Asset Management Inc | 371 | $26.2K | 0.00% | −82−18.1% | Reduced |
| Ronald Blue Trust, Inc. | 471 | $26.0K | 0.00% | +288+157.4% | Added |
| MinichMacGregor Wealth Management, LLC | 363 | $25.6K | 0.01% | +363 | New |
| Belpointe Asset Management LLC | 325 | $23.0K | 0.00% | +325 | New |
| Heritage Wealth Management, LLC | 286 | $20.2K | 0.00% | +143+100.0% | Added |
| Parkside Financial Bank & Trust | 282 | $19.9K | 0.01% | +140+98.6% | Added |
| Tower Research Capital LLC (TRC) | 250 | $18.0K | 0.00% | −8,511−97.1% | Reduced |
| Signaturefd, LLC | 240 | $16.9K | 0.00% | −41−14.6% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $12.4K | 0.00% | +99+128.6% | Added |
| Brown Brothers Harriman & Co | 166 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $10.2K | 0.00% | −68−31.9% | Reduced |
| Key Financial Inc | 172 | $9.72K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 133 | $9.39K | 0.00% | −690−83.8% | Reduced |
| Bessemer Group Inc | 111 | $8.00K | 0.00% | +111 | New |
| Hexagon Capital Partners LLC | 96 | $6.78K | 0.00% | +22+29.7% | Added |
| EverSource Wealth Advisors, LLC | 75 | $5.30K | 0.00% | −12−13.8% | Reduced |
| Covestor Ltd | 77 | $5.00K | 0.00% | −689−89.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 69 | $4.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 56 | $3.96K | 0.00% | +40+250.0% | Added |
| Aua Capital Management, LLC | 54 | $3.81K | 0.00% | +28+107.7% | Added |
| Comerica Securities,inc. | 51 | $3.60K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 43 | $3.04K | 0.00% | +10+30.3% | Added |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Global Retirement Partners, LLC | 40 | $2.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.26K | 0.00% | +2+6.7% | Added |
| Parallel Advisors, LLC | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $1.91K | 0.00% | +27 | New |
| Schubert & Co | 24 | $1.70K | 0.00% | +2+9.1% | Added |
| Baker Avenue Asset Management, LP | 20 | $1.41K | 0.00% | +20 | New |
| Horan Securities, Inc. | 20 | $1.41K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 71 | $928 | 0.01% | +71 | New |
| SJS Investment Consulting Inc. | 12 | $847 | 0.00% | +7+140.0% | Added |
| AdvisorNet Financial, Inc | 10 | $706 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 7 | $691 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 9 | $636 | 0.00% | +3+50.0% | Added |
| Institutional & Family Asset Management, LLC | 5 | $353 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $212 | 0.00% | +3 | New |
| Gyon Technologies Capital Management, LP | 2 | $141 | 0.00% | +2 | New |
| 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 |