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