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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 6,100 | $451.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,172 | $456.4K | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,798 | $462.7K | 0.00% | −5,746−45.8% | Reduced |
| Pictet Asset Management SA | 6,974 | $515.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,974 | $515.7K | 0.01% | +663+10.5% | Added |
| Franklin Resources Inc | 6,993 | $517.1K | 0.00% | +225+3.3% | Added |
| Mariner, LLC | 7,059 | $522.0K | 0.00% | +407+6.1% | Added |
| Crossmark Global Holdings, Inc. | 7,060 | $522.0K | 0.01% | +2,020+40.1% | Added |
| New York Life Investment Management LLC | 7,079 | $523.5K | 0.01% | −2,011−22.1% | Reduced |
| Vestcor Inc | 7,380 | $546.0K | 0.02% | 00.0% | Unchanged |
| Man Group plc | – | $557.1K | 0.00% | – | – |
| Acadian Asset Management LLC | 7,740 | $572.0K | 0.00% | −286−3.6% | Reduced |
| Handelsbanken Fonder AB | 7,909 | $585.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,131 | $601.3K | 0.00% | −721−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $609.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,653 | $639.9K | 0.02% | +8,653 | New |
| Bayesian Capital Management, LP | 9,600 | $709.9K | 0.09% | +9,600 | New |
| Susquehanna Fundamental Investments, LLC | 9,617 | $711.2K | 0.02% | −2,661−21.7% | Reduced |
| Diversified Trust Co | 9,759 | $721.7K | 0.03% | +1,366+16.3% | Added |
| Bank of Montreal | 9,919 | $735.3K | 0.00% | +3,366+51.4% | Added |
| Truist Financial Corp | 9,944 | $735.4K | 0.00% | +7,093+248.8% | Added |
| Stifel Financial Corp | 10,127 | $748.9K | 0.00% | −2,107−17.2% | Reduced |
| Everence Capital Management Inc | 10,140 | $750.0K | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 10,182 | $753.0K | 0.01% | +6,690+191.6% | Added |
| Shell Asset Management Co | 10,232 | $757.0K | 0.03% | −36−0.4% | Reduced |
| Jennison Associates LLC | 10,397 | $768.9K | 0.00% | +10,397 | New |
| Jane Street Group, LLC | 10,576 | $782.1K | 0.00% | +5,472+107.2% | Added |
| Arrowstreet Capital, Limited Partnership | 11,228 | $830.0K | 0.00% | +4,797+74.6% | Added |
| Hillsdale Investment Management Inc. | 11,500 | $850.4K | 0.07% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 11,515 | $851.5K | 0.35% | −50.0% | Reduced |
| Mutual of America Capital Management LLC | 11,722 | $866.8K | 0.01% | −207−1.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,741 | $868.2K | 0.16% | +4,574+63.8% | Added |
| Capital Impact Advisors, LLC | 12,058 | $891.7K | 1.09% | −2,533−17.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,566 | $929.3K | 0.00% | −697−5.3% | Reduced |
| Virtus Investment Advisers, Inc. | 12,739 | $942.0K | 0.66% | +558+4.6% | Added |
| Cornercap Investment Counsel Inc | 12,876 | $952.2K | 0.17% | −5,745−30.9% | Reduced |
| Edgestream Partners, L.P. | 13,011 | $962.2K | 0.11% | −3,017−18.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,136 | $971.4K | 0.00% | +611+4.9% | Added |
| Jackson Creek Investment Advisors LLC | 13,262 | $981.0K | 0.41% | +13,262 | New |
| Mackenzie Financial Corp | 13,549 | $1.00M | 0.00% | +3,062+29.2% | Added |
| Gsa Capital Partners LLP | 13,566 | $1.00M | 0.10% | +13,566 | New |
| Citadel Advisors LLC | 13,935 | $1.03M | 0.00% | +6,563+89.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,788 | $1.09M | 0.00% | +8,423+132.3% | Added |
| Gabelli Funds LLC | 15,000 | $1.11M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 15,046 | $1.11M | 0.04% | −2,971−16.5% | Reduced |
| Bailard, Inc. | 16,000 | $1.18M | 0.04% | +9,800+158.1% | Added |
| American Century Companies Inc | 16,315 | $1.21M | 0.00% | −9,233−36.1% | Reduced |
| Ensign Peak Advisors, Inc | 16,490 | $1.22M | 0.00% | +400+2.5% | Added |
| Arizona State Retirement System | 16,492 | $1.22M | 0.01% | +475+3.0% | Added |
| ClariVest Asset Management LLC | 17,227 | $1.27M | 0.06% | +48+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 17,421 | $1.29M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 17,500 | $1.29M | 0.00% | +17,500 | New |
| Two Sigma Advisers, LP | 17,800 | $1.32M | 0.00% | −5,300−22.9% | Reduced |
| SG Americas Securities, LLC | 17,996 | $1.33M | 0.02% | +9,368+108.6% | Added |
| HRT Financial LP | 18,021 | $1.33M | 0.02% | −7,316−28.9% | Reduced |
| California Public Employees Retirement System | 18,034 | $1.33M | 0.00% | +18,034 | New |
| Russell Investments Group, Ltd. | 18,215 | $1.35M | 0.00% | +16,705+1,106.3% | Added |
| Oregon Public Employees Retirement Fund | 18,253 | $1.35M | 0.02% | −596−3.2% | Reduced |
| STRS Ohio | 18,500 | $1.37M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 18,718 | $1.38M | 0.00% | +40+0.2% | Added |
| Virginia Retirement Systems Et Al | 19,600 | $1.45M | 0.01% | −1,800−8.4% | Reduced |
| Aviva PLC | 20,477 | $1.51M | 0.01% | +20,477 | New |
| Westover Capital Advisors, LLC | 20,807 | $1.54M | 0.57% | +20,807 | New |
| State Board of Administration of Florida Retirement System | 22,144 | $1.64M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,588 | $1.67M | 0.00% | +349+1.6% | Added |
| Renaissance Group LLC | 22,777 | $1.68M | 0.08% | +22,777 | New |
| Maryland State Retirement & Pension System | 22,922 | $1.70M | 0.04% | −546−2.3% | Reduced |
| Glenmede Trust Co NA | 23,013 | $1.70M | 0.01% | −208,997−90.1% | Reduced |
| BNP Paribas Arbitrage, SA | 23,468 | $1.74M | 0.00% | +13,607+138.0% | Added |
| Brookfield Asset Management Inc. | 24,641 | $1.82M | 0.01% | −55,610−69.3% | Reduced |
| Blair William & Co | 25,237 | $1.87M | 0.01% | −1,075−4.1% | Reduced |
| Janus Henderson Group PLC | 25,690 | $1.90M | 0.00% | +13,599+112.5% | Added |
| Amalgamated Bank | 25,697 | $1.90M | 0.02% | −1,739−6.3% | Reduced |
| Louisiana State Employees Retirement System | 26,500 | $1.96M | 0.05% | −500−1.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,700 | $1.97M | 0.01% | +26,700 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,507 | $2.03M | 0.00% | +1,405+5.4% | Added |
| Point72 Asset Management, L.P. | 27,798 | $2.06M | 0.01% | −149,851−84.4% | Reduced |
| UBS Group AG | 28,267 | $2.09M | 0.00% | +18,378+185.8% | Added |
| MetLife Investment Management | 29,216 | $2.16M | 0.02% | −540−1.8% | Reduced |
| Zions Bancorporation, N.A. | 29,911 | $2.21M | 0.19% | +3,075+11.5% | Added |
| American International Group, Inc. | 30,581 | $2.26M | 0.01% | +129+0.4% | Added |
| LPL Financial LLC | 30,821 | $2.28M | 0.00% | +3,223+11.7% | Added |
| Teacher Retirement System of Texas | 31,056 | $2.30M | 0.02% | +3,052+10.9% | Added |
| Citigroup Inc | 31,953 | $2.36M | 0.00% | −5,864−15.5% | Reduced |
| Yousif Capital Management, LLC | 32,210 | $2.38M | 0.03% | −4,023−11.1% | Reduced |
| State of New Jersey Common Pension Fund D | 32,587 | $2.41M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,139 | $2.52M | 0.01% | +34,139 | New |
| Knights of Columbus Asset Advisors LLC | 37,969 | $2.81M | 0.28% | +289+0.8% | Added |
| HSBC Holdings PLC | 38,874 | $2.87M | 0.00% | +21,328+121.6% | Added |
| State of Alaska, Department of Revenue | 38,977 | $2.88M | 0.03% | −657−1.7% | Reduced |
| State of Tennessee, Treasury Department | 39,433 | $2.92M | 0.01% | −7,485−16.0% | Reduced |
| Susquehanna International Group, LLP | 40,631 | $3.00M | 0.00% | +20,362+100.5% | Added |
| Axiom Investors LLC | 40,790 | $3.02M | 0.05% | +15,065+58.6% | Added |
| M&T Bank Corp | 42,045 | $3.11M | 0.01% | +6,287+17.6% | Added |
| Voya Investment Management LLC | 42,178 | $3.12M | 0.00% | −67,518−61.6% | Reduced |
| Natixis Advisors, L.P. | 43,671 | $3.23M | 0.01% | +3,806+9.5% | Added |
| Oberweis Asset Management Inc | 43,800 | $3.24M | 0.50% | +8,200+23.0% | Added |
| Millennium Management LLC | 44,148 | $3.27M | 0.00% | −410,113−90.3% | Reduced |
| HighTower Advisors, LLC | 44,555 | $3.29M | 0.01% | −819−1.8% | Reduced |