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, Q1 2023
Institutional positions in Merit Medical Systems Inc as of Mar 31, 2023. 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
- 288
- +12 vs. Q4 2022
- Shares held
- 54.8M
- +1.07M (+2.0%) vs. Q4 2022
- Total value
- $4.03B
- +$234.7M (+6.2%) vs. Q4 2022
- New holders
- 39
- 112 more added
- Sold out
- 27
- 103 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,098,400 | $746.8M | 0.02% | +427,712+4.4% | Added |
| Vanguard Group Inc | 6,929,737 | $512.5M | 0.01% | +105,393+1.5% | Added |
| William Blair Investment Management, LLC | 3,395,832 | $251.1M | 0.88% | −334,148−9.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,928,349 | $216.6M | 2.46% | +411,123+16.3% | Added |
| Conestoga Capital Advisors, LLC | 2,091,402 | $154.7M | 2.59% | +14,133+0.7% | Added |
| State Street Corp | 2,035,489 | $150.5M | 0.01% | +92,719+4.8% | Added |
| Macquarie Group Ltd | 1,400,133 | $103.5M | 0.12% | −56,284−3.9% | Reduced |
| Dimensional Fund Advisors LP | 1,399,971 | $103.5M | 0.03% | −67,066−4.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,347,925 | $99.7M | 0.57% | +100,268+8.0% | Added |
| Geode Capital Management, LLC | 1,099,284 | $81.3M | 0.01% | +50,359+4.8% | Added |
| Aristotle Capital Boston, LLC | 952,651 | $70.4M | 2.18% | +19,969+2.1% | Added |
| Morgan Stanley | 897,268 | $66.4M | 0.01% | +21,687+2.5% | Added |
| Bank of New York Mellon Corp | 834,418 | $61.7M | 0.01% | −76,146−8.4% | Reduced |
| Channing Capital Management, LLC | 832,740 | $61.6M | 1.98% | +2,317+0.3% | Added |
| Loomis Sayles & Co L P | 826,489 | $61.1M | 0.11% | +6,834+0.8% | Added |
| Price T Rowe Associates Inc | 807,486 | $59.7M | 0.01% | −58,486−6.8% | Reduced |
| Ameriprise Financial Inc | 726,853 | $53.8M | 0.02% | −86,224−10.6% | Reduced |
| Northern Trust Corp | 678,025 | $50.1M | 0.01% | −955−0.1% | Reduced |
| Royal Bank of Canada | 588,175 | $43.5M | 0.01% | −54,453−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 572,159 | $42.3M | 0.18% | +526,385+1,150.0% | Added |
| Nuveen Asset Management, LLC | 570,388 | $42.2M | 0.02% | −80,561−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 561,109 | $41.5M | 0.01% | +4,499+0.8% | Added |
| Norges Bank | 506,425 | $37.5M | 0.01% | −27,452−5.1% | Reduced |
| Polar Capital Holdings Plc | 488,929 | $36.2M | 0.27% | −74,322−13.2% | Reduced |
| Bank of America Corp | 463,799 | $34.3M | 0.00% | −18,829−3.9% | Reduced |
| Invesco Ltd. | 417,735 | $30.9M | 0.01% | +65,514+18.6% | Added |
| Westwood Holdings Group Inc. | 410,927 | $30.4M | 0.27% | −557,466−57.6% | Reduced |
| Emerald Advisers, LLC | 380,019 | $28.1M | 1.35% | −142,151−27.2% | Reduced |
| Principal Financial Group Inc | 349,591 | $25.9M | 0.02% | −7,731−2.2% | Reduced |
| Eagle Asset Management Inc | 320,012 | $23.7M | 0.14% | +106,750+50.1% | Added |
| Frontier Capital Management Co LLC | 316,106 | $23.4M | 0.24% | −15,768−4.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 307,097 | $22.7M | 1.34% | −101,171−24.8% | Reduced |
| Fisher Asset Management, LLC | 252,362 | $18.7M | 0.01% | −13,301−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 250,000 | $18.5M | 0.04% | +75,000+42.9% | Added |
| SEI Investments Co | 242,971 | $18.0M | 0.03% | +4,270+1.8% | Added |
| D. E. Shaw & Co., Inc. | 226,365 | $16.7M | 0.03% | +32,207+16.6% | Added |
| New York State Common Retirement Fund | 225,354 | $16.7M | 0.02% | −1,392−0.6% | Reduced |
| FMR LLC | 222,048 | $16.4M | 0.00% | +16,231+7.9% | Added |
| Putnam Investments LLC | 214,892 | $15.9M | 0.03% | −17,420−7.5% | Reduced |
| Greenhouse Funds LLLP | 202,008 | $14.9M | 1.30% | +202,008 | New |
| Panagora Asset Management Inc | 199,475 | $14.8M | 0.09% | −39,780−16.6% | Reduced |
| Nuance Investments, LLC | 198,229 | $14.7M | 0.31% | +185,387+1,443.6% | Added |
| Goldman Sachs Group Inc | 192,478 | $14.2M | 0.00% | +24,030+14.3% | Added |
| Fort Washington Investment Advisors Inc | 186,960 | $13.8M | 0.10% | −34,851−15.7% | Reduced |
| Prudential Financial Inc | 185,606 | $13.7M | 0.02% | −3,022−1.6% | Reduced |
| American Capital Management Inc | 182,435 | $13.5M | 0.47% | −200−0.1% | Reduced |
| Redwood Investments, LLC | 173,430 | $12.8M | 1.64% | +173,430 | New |
| ExodusPoint Capital Management, LP | 172,001 | $12.7M | 0.15% | +153,597+834.6% | Added |
| Raymond James & Associates | 171,526 | $12.7M | 0.01% | +18,031+11.7% | Added |
| Legal & General Group Plc | 165,795 | $12.3M | 0.00% | +914+0.6% | Added |
| Rhumbline Advisers | 165,345 | $12.2M | 0.02% | +8,135+5.2% | Added |
| Ziegler Capital Management, LLC | 160,824 | $11.9M | 0.47% | −37,974−19.1% | Reduced |
| Amundi | 156,987 | $11.8M | 0.01% | +5,335+3.5% | Added |
| RK Capital Management, LLC | 145,100 | $10.7M | 2.36% | +33,500+30.0% | Added |
| JPMorgan Chase & Co | 141,828 | $10.5M | 0.00% | +19,897+16.3% | Added |
| Swiss National Bank | 122,900 | $9.09M | 0.01% | −14,200−10.4% | Reduced |
| Bryn Mawr Trust Co | 110,559 | $8.18M | 0.36% | −697−0.6% | Reduced |
| Public Sector Pension Investment Board | 100,107 | $7.40M | 0.06% | −3,444−3.3% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 97,682 | $7.22M | 0.78% | −22,840−19.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 94,759 | $7.01M | 0.01% | −802−0.8% | Reduced |
| Great Lakes Advisors, LLC | 94,319 | $6.97M | 0.06% | +90,332+2,265.7% | Added |
| Algert Global LLC | 90,584 | $6.70M | 0.32% | −2,714−2.9% | Reduced |
| Chartwell Investment Partners, LLC | 90,185 | $6.67M | 0.25% | +37,626+71.6% | Added |
| Bridgewater Associates, LP | 90,128 | $6.66M | 0.04% | +2,880+3.3% | Added |
| Trillium Asset Management, LLC | 80,072 | $6.50M | 0.19% | +26,259+48.8% | Added |
| New York State Teachers Retirement System | 81,450 | $6.02M | 0.01% | +2,636+3.3% | Added |
| Ami Asset Management Corp | 75,115 | $5.55M | 0.35% | −1,365−1.8% | Reduced |
| UBS Asset Management Americas Inc | 72,674 | $5.37M | 0.00% | +72,674 | New |
| State of Wisconsin Investment Board | 72,230 | $5.34M | 0.02% | −8,546−10.6% | Reduced |
| Credit Suisse AG | 71,274 | $5.27M | 0.01% | +4,312+6.4% | Added |
| Deutsche Bank AG | 71,102 | $5.26M | 0.00% | +41,987+144.2% | Added |
| California State Teachers Retirement System | 70,801 | $5.24M | 0.01% | −903−1.3% | Reduced |
| Alliancebernstein L.P. | 68,754 | $5.08M | 0.00% | −8,401−10.9% | Reduced |
| Renaissance Technologies LLC | 63,512 | $4.70M | 0.01% | +63,512 | New |
| Great West Life Assurance Co | 62,963 | $4.65M | 0.01% | −3,691−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 61,265 | $4.53M | 0.02% | −27,212−30.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,267 | $4.46M | 0.04% | −649−1.1% | Reduced |
| Barclays PLC | 58,351 | $4.32M | 0.00% | +13,392+29.8% | Added |
| Thrivent Financial for Lutherans | 57,902 | $4.28M | 0.01% | −1,978−3.3% | Reduced |
| Victory Capital Management Inc | 55,915 | $4.13M | 0.00% | −5,445−8.9% | Reduced |
| Martingale Asset Management L P | 51,303 | $3.79M | 0.07% | +490+1.0% | Added |
| Texas Permanent School Fund | 51,045 | $3.77M | 0.04% | +12,779+33.4% | Added |
| Castleark Management LLC | 50,830 | $3.76M | 0.18% | +50,830 | New |
| Envestnet Asset Management Inc | 397,116 | $3.69M | 0.00% | +342,104+621.9% | Added |
| Wells Fargo & Company | 48,101 | $3.56M | 0.00% | +18,168+60.7% | Added |
| Martin & Co Inc | 46,983 | $3.47M | 0.89% | −236−0.5% | Reduced |
| First Trust Advisors LP | 45,237 | $3.35M | 0.00% | +13,495+42.5% | Added |
| HighTower Advisors, LLC | 44,555 | $3.29M | 0.01% | −819−1.8% | Reduced |
| Millennium Management LLC | 44,148 | $3.27M | 0.00% | −410,113−90.3% | Reduced |
| Oberweis Asset Management Inc | 43,800 | $3.24M | 0.50% | +8,200+23.0% | Added |
| Natixis Advisors, L.P. | 43,671 | $3.23M | 0.01% | +3,806+9.5% | Added |
| Voya Investment Management LLC | 42,178 | $3.12M | 0.00% | −67,518−61.6% | Reduced |
| M&T Bank Corp | 42,045 | $3.11M | 0.01% | +6,287+17.6% | Added |
| Axiom Investors LLC | 40,790 | $3.02M | 0.05% | +15,065+58.6% | Added |
| Susquehanna International Group, LLP | 40,631 | $3.00M | 0.00% | +20,362+100.5% | Added |
| State of Tennessee, Treasury Department | 39,433 | $2.92M | 0.01% | −7,485−16.0% | Reduced |
| State of Alaska, Department of Revenue | 38,977 | $2.88M | 0.03% | −657−1.7% | Reduced |
| HSBC Holdings PLC | 38,874 | $2.87M | 0.00% | +21,328+121.6% | Added |
| Knights of Columbus Asset Advisors LLC | 37,969 | $2.81M | 0.28% | +289+0.8% | Added |
| Qube Research & Technologies Ltd | 34,139 | $2.52M | 0.01% | +34,139 | New |