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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −73−94.8% | Reduced |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 1 | $74 | 0.00% | −6−85.7% | Reduced |
| Institutional & Family Asset Management, LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6 | $444 | 0.00% | +3+100.0% | Added |
| Disciplined Investments, LLC | 9 | $666 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $813 | 0.00% | +1+10.0% | Added |
| SJS Investment Consulting Inc. | 13 | $962 | 0.00% | +1+8.3% | Added |
| Venturi Wealth Management, LLC | 17 | $1.26K | 0.00% | +17 | New |
| Horan Securities, Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $1.70K | 0.00% | −32−58.2% | Reduced |
| Schubert & Co | 23 | $1.70K | 0.00% | −1−4.2% | Reduced |
| RFP Financial Group LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 74 | $2.30K | 0.10% | +3+4.2% | Added |
| JFS Wealth Advisors, LLC | 33 | $2.44K | 0.00% | +1+3.1% | Added |
| Versant Capital Management, Inc | 41 | $2.99K | 0.00% | −335−89.1% | Reduced |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $4.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $4.59K | 0.00% | +15+37.5% | Added |
| Sageworth Trust Co of South Dakota | 63 | $4.66K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $5.10K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $5.55K | 0.00% | −58−43.6% | Reduced |
| EverSource Wealth Advisors, LLC | 82 | $6.06K | 0.00% | +7+9.3% | Added |
| Hexagon Capital Partners LLC | 92 | $6.80K | 0.00% | −4−4.2% | Reduced |
| Lindbrook Capital, LLC | 113 | $8.36K | 0.00% | −32−22.1% | Reduced |
| Massmutual Trust Co FSB | 137 | $10.1K | 0.00% | +80+140.4% | Added |
| Cullen/Frost Bankers, Inc. | 142 | $10.5K | 0.00% | +142 | New |
| Steward Partners Investment Advisory, LLC | 156 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 159 | $11.8K | 0.00% | +129+430.0% | Added |
| Key Financial Inc | 172 | $12.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 175 | $12.9K | 0.00% | −1−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 287 | $21.2K | 0.01% | +5+1.8% | Added |
| Signaturefd, LLC | 347 | $25.7K | 0.00% | +107+44.6% | Added |
| Proequities, Inc. | 350 | $25.9K | 0.00% | +350 | New |
| Belpointe Asset Management LLC | 500 | $37.0K | 0.00% | +175+53.8% | Added |
| Virtus Fund Advisers, LLC | 602 | $44.5K | 0.31% | 00.0% | Unchanged |
| Valley National Advisers Inc | 595 | $47.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 684 | $50.0K | 0.00% | +40+6.2% | Added |
| CWM, LLC | 694 | $51.0K | 0.00% | +29+4.4% | Added |
| Archer Investment Corp | 900 | $59.9K | 0.02% | +900 | New |
| Tradition Wealth Management, LLC | 829 | $61.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 886 | $65.5K | 0.00% | +44+5.2% | Added |
| Fifth Third Bancorp | 1,033 | $76.4K | 0.00% | +44+4.4% | Added |
| Huntington National Bank | 1,112 | $82.2K | 0.00% | +293+35.8% | Added |
| Simplex Trading, LLC | 1,128 | $83.0K | 0.00% | +1,128 | New |
| Harbor Investment Advisory, LLC | 1,195 | $88.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,259 | $93.1K | 0.01% | −63−4.8% | Reduced |
| Globeflex Capital L P | 1,262 | $93.3K | 0.01% | +28+2.3% | Added |
| Ronald Blue Trust, Inc. | 1,338 | $94.0K | 0.00% | +867+184.1% | Added |
| Counterpoint Mutual Funds LLC | 1,275 | $94.3K | 0.08% | +1,275 | New |
| First Horizon Advisors, Inc. | 1,300 | $96.1K | 0.00% | +152+13.2% | Added |
| Tower Research Capital LLC (TRC) | 1,466 | $108.0K | 0.00% | +1,216+486.4% | Added |
| Eagle Bay Advisors LLC | 2,146 | $158.7K | 0.09% | −286−11.8% | Reduced |
| Cubist Systematic Strategies, LLC | 2,728 | $201.7K | 0.00% | −393−12.6% | Reduced |
| Eqis Capital Management, Inc. | 2,744 | $202.9K | 0.02% | −204−6.9% | Reduced |
| Dark Forest Capital Management LP | 2,806 | $207.5K | 0.05% | +2,806 | New |
| Prudent Man Advisors, LLC | 2,806 | $208.0K | 0.08% | −1,255−30.9% | Reduced |
| Silver Oak Securities, Inc | 2,848 | $211.0K | 0.03% | +2,848 | New |
| Systematic Financial Management LP | 2,860 | $211.5K | 0.01% | +2,860 | New |
| Dakota Wealth Management | 2,896 | $214.2K | 0.01% | +2,896 | New |
| Metropolitan Life Insurance Co | 3,008 | $222.4K | 0.01% | −428−12.5% | Reduced |
| Winton Group Ltd | 3,009 | $222.5K | 0.01% | +3,009 | New |
| BlueCrest Capital Management Ltd | 3,100 | $229.2K | 0.02% | +3,100 | New |
| Shelton Capital Management | 3,169 | $234.3K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,211 | $237.5K | 0.15% | −15−0.5% | Reduced |
| Evergreen Capital Management LLC | 3,282 | $242.7K | 0.01% | +266+8.8% | Added |
| Profund Advisors LLC | 3,340 | $247.0K | 0.02% | −225−6.3% | Reduced |
| Advisor Partners II, LLC | 3,427 | $253.4K | 0.01% | +3,427 | New |
| DuPont Capital Management Corp | 3,466 | $256.3K | 0.01% | −4,955−58.8% | Reduced |
| Greenleaf Trust | 3,513 | $259.8K | 0.00% | +34+1.0% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $261.0K | 0.00% | −123−3.4% | Reduced |
| Xponance, Inc. | 3,555 | $262.9K | 0.00% | +9+0.3% | Added |
| Mirabella Financial Services LLP | 3,798 | $280.9K | 0.06% | +3,798 | New |
| Y-Intercept (Hong Kong) Ltd | 3,811 | $281.8K | 0.03% | −2,084−35.4% | Reduced |
| Captrust Financial Advisors | 3,871 | $286.3K | 0.00% | +358+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,906 | $288.8K | 0.00% | −242−5.8% | Reduced |
| Virtu Financial LLC | 3,978 | $294.0K | 0.03% | +3,978 | New |
| SageView Advisory Group, LLC | 3,996 | $295.5K | 0.02% | +93+2.4% | Added |
| JustInvest LLC | 4,043 | $299.0K | 0.01% | +4,043 | New |
| Mercer Global Advisors Inc | 4,082 | $302.0K | 0.00% | +517+14.5% | Added |
| Nebula Research & Development LLC | 4,324 | $319.8K | 0.56% | +4,324 | New |
| Nisa Investment Advisors, LLC | 4,323 | $320.0K | 0.00% | −50−1.1% | Reduced |
| Raymond James Trust N.A. | 4,342 | $321.0K | 0.01% | +363+9.1% | Added |
| Creative Planning | 4,342 | $321.1K | 0.00% | −51−1.2% | Reduced |
| Pathstone Family Office, LLC | 4,345 | $321.3K | 0.01% | −2,029−31.8% | Reduced |
| Cim Investment Mangement Inc | 4,381 | $324.0K | 0.12% | +150+3.5% | Added |
| Ameritas Investment Partners, Inc. | 4,383 | $324.1K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,448 | $328.9K | 0.00% | −7,212−61.9% | Reduced |
| PEAK6 Investments LLC | 4,519 | $334.2K | 0.02% | +4,519 | New |
| Los Angeles Capital Management LLC | 4,598 | $340.0K | 0.00% | −836−15.4% | Reduced |
| KBC Group NV | 4,650 | $344.0K | 0.00% | +234+5.3% | Added |
| US Bancorp | 4,941 | $365.4K | 0.00% | −376−7.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,499 | $406.7K | 0.02% | +315+6.1% | Added |
| Vise Technologies, Inc. | 5,646 | $417.5K | 0.11% | +2,296+68.5% | Added |
| FDx Advisors, Inc. | 5,913 | $418.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,713 | $422.5K | 0.01% | +5,713 | New |
| Ellsworth Advisors, LLC | 5,803 | $429.1K | 0.15% | +5,803 | New |
| Raymond James Financial Services Advisors, Inc. | 6,073 | $449.1K | 0.00% | −258−4.1% | Reduced |