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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 45,237 | $3.35M | 0.00% | +13,495+42.5% | Added |
| Martin & Co Inc | 46,983 | $3.47M | 0.89% | −236−0.5% | Reduced |
| Wells Fargo & Company | 48,101 | $3.56M | 0.00% | +18,168+60.7% | Added |
| Envestnet Asset Management Inc | 397,116 | $3.69M | 0.00% | +342,104+621.9% | Added |
| Castleark Management LLC | 50,830 | $3.76M | 0.18% | +50,830 | New |
| Texas Permanent School Fund | 51,045 | $3.77M | 0.04% | +12,779+33.4% | Added |
| Martingale Asset Management L P | 51,303 | $3.79M | 0.07% | +490+1.0% | Added |
| Victory Capital Management Inc | 55,915 | $4.13M | 0.00% | −5,445−8.9% | Reduced |
| Thrivent Financial for Lutherans | 57,902 | $4.28M | 0.01% | −1,978−3.3% | Reduced |
| Barclays PLC | 58,351 | $4.32M | 0.00% | +13,392+29.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,267 | $4.46M | 0.04% | −649−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 61,265 | $4.53M | 0.02% | −27,212−30.8% | Reduced |
| Great West Life Assurance Co | 62,963 | $4.65M | 0.01% | −3,691−5.5% | Reduced |
| Renaissance Technologies LLC | 63,512 | $4.70M | 0.01% | +63,512 | New |
| Alliancebernstein L.P. | 68,754 | $5.08M | 0.00% | −8,401−10.9% | Reduced |
| California State Teachers Retirement System | 70,801 | $5.24M | 0.01% | −903−1.3% | Reduced |
| Deutsche Bank AG | 71,102 | $5.26M | 0.00% | +41,987+144.2% | Added |
| Credit Suisse AG | 71,274 | $5.27M | 0.01% | +4,312+6.4% | Added |
| State of Wisconsin Investment Board | 72,230 | $5.34M | 0.02% | −8,546−10.6% | Reduced |
| UBS Asset Management Americas Inc | 72,674 | $5.37M | 0.00% | +72,674 | New |
| Ami Asset Management Corp | 75,115 | $5.55M | 0.35% | −1,365−1.8% | Reduced |
| New York State Teachers Retirement System | 81,450 | $6.02M | 0.01% | +2,636+3.3% | Added |
| Trillium Asset Management, LLC | 80,072 | $6.50M | 0.19% | +26,259+48.8% | Added |
| Bridgewater Associates, LP | 90,128 | $6.66M | 0.04% | +2,880+3.3% | Added |
| Chartwell Investment Partners, LLC | 90,185 | $6.67M | 0.25% | +37,626+71.6% | Added |
| Algert Global LLC | 90,584 | $6.70M | 0.32% | −2,714−2.9% | Reduced |
| Great Lakes Advisors, LLC | 94,319 | $6.97M | 0.06% | +90,332+2,265.7% | Added |
| Allspring Global Investments Holdings, LLC | 94,759 | $7.01M | 0.01% | −802−0.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 97,682 | $7.22M | 0.78% | −22,840−19.0% | Reduced |
| Public Sector Pension Investment Board | 100,107 | $7.40M | 0.06% | −3,444−3.3% | Reduced |
| Bryn Mawr Trust Co | 110,559 | $8.18M | 0.36% | −697−0.6% | Reduced |
| Swiss National Bank | 122,900 | $9.09M | 0.01% | −14,200−10.4% | Reduced |
| JPMorgan Chase & Co | 141,828 | $10.5M | 0.00% | +19,897+16.3% | Added |
| RK Capital Management, LLC | 145,100 | $10.7M | 2.36% | +33,500+30.0% | Added |
| Amundi | 156,987 | $11.8M | 0.01% | +5,335+3.5% | Added |
| Ziegler Capital Management, LLC | 160,824 | $11.9M | 0.47% | −37,974−19.1% | Reduced |
| Rhumbline Advisers | 165,345 | $12.2M | 0.02% | +8,135+5.2% | Added |
| Legal & General Group Plc | 165,795 | $12.3M | 0.00% | +914+0.6% | Added |
| Raymond James & Associates | 171,526 | $12.7M | 0.01% | +18,031+11.7% | Added |
| ExodusPoint Capital Management, LP | 172,001 | $12.7M | 0.15% | +153,597+834.6% | Added |
| Redwood Investments, LLC | 173,430 | $12.8M | 1.64% | +173,430 | New |
| American Capital Management Inc | 182,435 | $13.5M | 0.47% | −200−0.1% | Reduced |
| Prudential Financial Inc | 185,606 | $13.7M | 0.02% | −3,022−1.6% | Reduced |
| Fort Washington Investment Advisors Inc | 186,960 | $13.8M | 0.10% | −34,851−15.7% | Reduced |
| Goldman Sachs Group Inc | 192,478 | $14.2M | 0.00% | +24,030+14.3% | Added |
| Nuance Investments, LLC | 198,229 | $14.7M | 0.31% | +185,387+1,443.6% | Added |
| Panagora Asset Management Inc | 199,475 | $14.8M | 0.09% | −39,780−16.6% | Reduced |
| Greenhouse Funds LLLP | 202,008 | $14.9M | 1.30% | +202,008 | New |
| Putnam Investments LLC | 214,892 | $15.9M | 0.03% | −17,420−7.5% | Reduced |
| FMR LLC | 222,048 | $16.4M | 0.00% | +16,231+7.9% | Added |
| New York State Common Retirement Fund | 225,354 | $16.7M | 0.02% | −1,392−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 226,365 | $16.7M | 0.03% | +32,207+16.6% | Added |
| SEI Investments Co | 242,971 | $18.0M | 0.03% | +4,270+1.8% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $18.5M | 0.04% | +75,000+42.9% | Added |
| Fisher Asset Management, LLC | 252,362 | $18.7M | 0.01% | −13,301−5.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 307,097 | $22.7M | 1.34% | −101,171−24.8% | Reduced |
| Frontier Capital Management Co LLC | 316,106 | $23.4M | 0.24% | −15,768−4.8% | Reduced |
| Eagle Asset Management Inc | 320,012 | $23.7M | 0.14% | +106,750+50.1% | Added |
| Principal Financial Group Inc | 349,591 | $25.9M | 0.02% | −7,731−2.2% | Reduced |
| Emerald Advisers, LLC | 380,019 | $28.1M | 1.35% | −142,151−27.2% | Reduced |
| Westwood Holdings Group Inc. | 410,927 | $30.4M | 0.27% | −557,466−57.6% | Reduced |
| Invesco Ltd. | 417,735 | $30.9M | 0.01% | +65,514+18.6% | Added |
| Bank of America Corp | 463,799 | $34.3M | 0.00% | −18,829−3.9% | Reduced |
| Polar Capital Holdings Plc | 488,929 | $36.2M | 0.27% | −74,322−13.2% | Reduced |
| Norges Bank | 506,425 | $37.5M | 0.01% | −27,452−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 561,109 | $41.5M | 0.01% | +4,499+0.8% | Added |
| Nuveen Asset Management, LLC | 570,388 | $42.2M | 0.02% | −80,561−12.4% | Reduced |
| Rockefeller Capital Management L.P. | 572,159 | $42.3M | 0.18% | +526,385+1,150.0% | Added |
| Royal Bank of Canada | 588,175 | $43.5M | 0.01% | −54,453−8.5% | Reduced |
| Northern Trust Corp | 678,025 | $50.1M | 0.01% | −955−0.1% | Reduced |
| Ameriprise Financial Inc | 726,853 | $53.8M | 0.02% | −86,224−10.6% | Reduced |
| Price T Rowe Associates Inc | 807,486 | $59.7M | 0.01% | −58,486−6.8% | Reduced |
| Loomis Sayles & Co L P | 826,489 | $61.1M | 0.11% | +6,834+0.8% | Added |
| Channing Capital Management, LLC | 832,740 | $61.6M | 1.98% | +2,317+0.3% | Added |
| Bank of New York Mellon Corp | 834,418 | $61.7M | 0.01% | −76,146−8.4% | Reduced |
| Morgan Stanley | 897,268 | $66.4M | 0.01% | +21,687+2.5% | Added |
| Aristotle Capital Boston, LLC | 952,651 | $70.4M | 2.18% | +19,969+2.1% | Added |
| Geode Capital Management, LLC | 1,099,284 | $81.3M | 0.01% | +50,359+4.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,347,925 | $99.7M | 0.57% | +100,268+8.0% | Added |
| Dimensional Fund Advisors LP | 1,399,971 | $103.5M | 0.03% | −67,066−4.6% | Reduced |
| Macquarie Group Ltd | 1,400,133 | $103.5M | 0.12% | −56,284−3.9% | Reduced |
| State Street Corp | 2,035,489 | $150.5M | 0.01% | +92,719+4.8% | Added |
| Conestoga Capital Advisors, LLC | 2,091,402 | $154.7M | 2.59% | +14,133+0.7% | Added |
| ArrowMark Colorado Holdings LLC | 2,928,349 | $216.6M | 2.46% | +411,123+16.3% | Added |
| William Blair Investment Management, LLC | 3,395,832 | $251.1M | 0.88% | −334,148−9.0% | Reduced |
| Vanguard Group Inc | 6,929,737 | $512.5M | 0.01% | +105,393+1.5% | Added |
| BlackRock Inc. | 10,098,400 | $746.8M | 0.02% | +427,712+4.4% | Added |
| Cerity Partners LLC | 327 | – | – | +327 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,838−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −18,478−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −8,063−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |