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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 0 | $0 | 0.00% | −3,338−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |