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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 32,587 | $2.41M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 32,210 | $2.38M | 0.03% | −4,023−11.1% | Reduced |
| Citigroup Inc | 31,953 | $2.36M | 0.00% | −5,864−15.5% | Reduced |
| Teacher Retirement System of Texas | 31,056 | $2.30M | 0.02% | +3,052+10.9% | Added |
| LPL Financial LLC | 30,821 | $2.28M | 0.00% | +3,223+11.7% | Added |
| American International Group, Inc. | 30,581 | $2.26M | 0.01% | +129+0.4% | Added |
| Zions Bancorporation, N.A. | 29,911 | $2.21M | 0.19% | +3,075+11.5% | Added |
| MetLife Investment Management | 29,216 | $2.16M | 0.02% | −540−1.8% | Reduced |
| UBS Group AG | 28,267 | $2.09M | 0.00% | +18,378+185.8% | Added |
| Point72 Asset Management, L.P. | 27,798 | $2.06M | 0.01% | −149,851−84.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,507 | $2.03M | 0.00% | +1,405+5.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 26,700 | $1.97M | 0.01% | +26,700 | New |
| Louisiana State Employees Retirement System | 26,500 | $1.96M | 0.05% | −500−1.9% | Reduced |
| Amalgamated Bank | 25,697 | $1.90M | 0.02% | −1,739−6.3% | Reduced |
| Janus Henderson Group PLC | 25,690 | $1.90M | 0.00% | +13,599+112.5% | Added |
| Blair William & Co | 25,237 | $1.87M | 0.01% | −1,075−4.1% | Reduced |
| Brookfield Asset Management Inc. | 24,641 | $1.82M | 0.01% | −55,610−69.3% | Reduced |
| BNP Paribas Arbitrage, SA | 23,468 | $1.74M | 0.00% | +13,607+138.0% | Added |
| Glenmede Trust Co NA | 23,013 | $1.70M | 0.01% | −208,997−90.1% | Reduced |
| Maryland State Retirement & Pension System | 22,922 | $1.70M | 0.04% | −546−2.3% | Reduced |
| Renaissance Group LLC | 22,777 | $1.68M | 0.08% | +22,777 | New |
| Manufacturers Life Insurance Company, The | 22,588 | $1.67M | 0.00% | +349+1.6% | Added |
| State Board of Administration of Florida Retirement System | 22,144 | $1.64M | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 20,807 | $1.54M | 0.57% | +20,807 | New |
| Aviva PLC | 20,477 | $1.51M | 0.01% | +20,477 | New |
| Virginia Retirement Systems Et Al | 19,600 | $1.45M | 0.01% | −1,800−8.4% | Reduced |
| AQR Capital Management LLC | 18,718 | $1.38M | 0.00% | +40+0.2% | Added |
| STRS Ohio | 18,500 | $1.37M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,253 | $1.35M | 0.02% | −596−3.2% | Reduced |
| Russell Investments Group, Ltd. | 18,215 | $1.35M | 0.00% | +16,705+1,106.3% | Added |
| California Public Employees Retirement System | 18,034 | $1.33M | 0.00% | +18,034 | New |
| HRT Financial LP | 18,021 | $1.33M | 0.02% | −7,316−28.9% | Reduced |
| SG Americas Securities, LLC | 17,996 | $1.33M | 0.02% | +9,368+108.6% | Added |
| Two Sigma Advisers, LP | 17,800 | $1.32M | 0.00% | −5,300−22.9% | Reduced |
| Allianz Asset Management GmbH | 17,500 | $1.29M | 0.00% | +17,500 | New |
| Teachers Retirement System of the State of Kentucky | 17,421 | $1.29M | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17,227 | $1.27M | 0.06% | +48+0.3% | Added |
| Arizona State Retirement System | 16,492 | $1.22M | 0.01% | +475+3.0% | Added |
| Ensign Peak Advisors, Inc | 16,490 | $1.22M | 0.00% | +400+2.5% | Added |
| American Century Companies Inc | 16,315 | $1.21M | 0.00% | −9,233−36.1% | Reduced |
| Bailard, Inc. | 16,000 | $1.18M | 0.04% | +9,800+158.1% | Added |
| Graham Capital Management, L.P. | 15,046 | $1.11M | 0.04% | −2,971−16.5% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.11M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,788 | $1.09M | 0.00% | +8,423+132.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,935 | $1.03M | 0.00% | +6,563+89.0% | Added |
| Gsa Capital Partners LLP | 13,566 | $1.00M | 0.10% | +13,566 | New |
| Mackenzie Financial Corp | 13,549 | $1.00M | 0.00% | +3,062+29.2% | Added |
| Jackson Creek Investment Advisors LLC | 13,262 | $981.0K | 0.41% | +13,262 | New |
| The PNC Financial Services Group, Inc. | 13,136 | $971.4K | 0.00% | +611+4.9% | Added |
| Edgestream Partners, L.P. | 13,011 | $962.2K | 0.11% | −3,017−18.8% | Reduced |
| Cornercap Investment Counsel Inc | 12,876 | $952.2K | 0.17% | −5,745−30.9% | Reduced |
| Virtus Investment Advisers, Inc. | 12,739 | $942.0K | 0.66% | +558+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,566 | $929.3K | 0.00% | −697−5.3% | Reduced |
| Capital Impact Advisors, LLC | 12,058 | $891.7K | 1.09% | −2,533−17.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,741 | $868.2K | 0.16% | +4,574+63.8% | Added |
| Mutual of America Capital Management LLC | 11,722 | $866.8K | 0.01% | −207−1.7% | Reduced |
| Wakefield Asset Management LLLP | 11,515 | $851.5K | 0.35% | −50.0% | Reduced |
| Hillsdale Investment Management Inc. | 11,500 | $850.4K | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 11,228 | $830.0K | 0.00% | +4,797+74.6% | Added |
| Jane Street Group, LLC | 10,576 | $782.1K | 0.00% | +5,472+107.2% | Added |
| Jennison Associates LLC | 10,397 | $768.9K | 0.00% | +10,397 | New |
| Shell Asset Management Co | 10,232 | $757.0K | 0.03% | −36−0.4% | Reduced |
| Zacks Investment Management | 10,182 | $753.0K | 0.01% | +6,690+191.6% | Added |
| Everence Capital Management Inc | 10,140 | $750.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,127 | $748.9K | 0.00% | −2,107−17.2% | Reduced |
| Truist Financial Corp | 9,944 | $735.4K | 0.00% | +7,093+248.8% | Added |
| Bank of Montreal | 9,919 | $735.3K | 0.00% | +3,366+51.4% | Added |
| Diversified Trust Co | 9,759 | $721.7K | 0.03% | +1,366+16.3% | Added |
| Susquehanna Fundamental Investments, LLC | 9,617 | $711.2K | 0.02% | −2,661−21.7% | Reduced |
| Bayesian Capital Management, LP | 9,600 | $709.9K | 0.09% | +9,600 | New |
| Trexquant Investment LP | 8,653 | $639.9K | 0.02% | +8,653 | New |
| Public Employees Retirement Association of Colorado | 8,229 | $609.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,131 | $601.3K | 0.00% | −721−8.1% | Reduced |
| Handelsbanken Fonder AB | 7,909 | $585.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,740 | $572.0K | 0.00% | −286−3.6% | Reduced |
| Man Group plc | – | $557.1K | 0.00% | – | – |
| Vestcor Inc | 7,380 | $546.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,079 | $523.5K | 0.01% | −2,011−22.1% | Reduced |
| 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 |
| Franklin Resources Inc | 6,993 | $517.1K | 0.00% | +225+3.3% | Added |
| GWM Advisors LLC | 6,974 | $515.7K | 0.01% | +663+10.5% | Added |
| Pictet Asset Management SA | 6,974 | $515.7K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,798 | $462.7K | 0.00% | −5,746−45.8% | Reduced |
| Henshaw Capital LLC | 6,172 | $456.4K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,100 | $451.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,073 | $449.1K | 0.00% | −258−4.1% | Reduced |
| Ellsworth Advisors, LLC | 5,803 | $429.1K | 0.15% | +5,803 | New |
| Verition Fund Management LLC | 5,713 | $422.5K | 0.01% | +5,713 | New |
| FDx Advisors, Inc. | 5,913 | $418.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,646 | $417.5K | 0.11% | +2,296+68.5% | Added |
| Wealthcare Advisory Partners LLC | 5,499 | $406.7K | 0.02% | +315+6.1% | Added |
| US Bancorp | 4,941 | $365.4K | 0.00% | −376−7.1% | Reduced |
| KBC Group NV | 4,650 | $344.0K | 0.00% | +234+5.3% | Added |
| Los Angeles Capital Management LLC | 4,598 | $340.0K | 0.00% | −836−15.4% | Reduced |
| PEAK6 Investments LLC | 4,519 | $334.2K | 0.02% | +4,519 | New |
| Squarepoint Ops LLC | 4,448 | $328.9K | 0.00% | −7,212−61.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,383 | $324.1K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,381 | $324.0K | 0.12% | +150+3.5% | Added |