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, Q2 2023
Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
- 312
- +24 vs. Q1 2023
- Shares held
- 54.2M
- −561.8K (−1.0%) vs. Q1 2023
- Total value
- $4.53B
- +$507.2M (+12.6%) vs. Q1 2023
- New holders
- 49
- 114 more added
- Sold out
- 25
- 112 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,214,556 | $854.3M | 0.02% | +116,156+1.2% | Added |
| Vanguard Group Inc | 6,997,637 | $585.3M | 0.01% | +67,900+1.0% | Added |
| William Blair Investment Management, LLC | 3,375,272 | $282.3M | 0.91% | −20,560−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,094,268 | $175.2M | 2.78% | +2,866+0.1% | Added |
| State Street Corp | 2,080,608 | $174.0M | 0.01% | +45,119+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 1,825,319 | $152.7M | 1.68% | −1,103,030−37.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,372,417 | $114.8M | 0.65% | +24,492+1.8% | Added |
| Dimensional Fund Advisors LP | 1,256,668 | $105.1M | 0.03% | −143,303−10.2% | Reduced |
| Macquarie Group Ltd | 1,150,331 | $96.2M | 0.11% | −249,802−17.8% | Reduced |
| Geode Capital Management, LLC | 1,143,908 | $95.7M | 0.01% | +44,624+4.1% | Added |
| Morgan Stanley | 1,073,029 | $89.7M | 0.01% | +175,761+19.6% | Added |
| Aristotle Capital Boston, LLC | 974,494 | $81.5M | 2.45% | +21,843+2.3% | Added |
| Invesco Ltd. | 935,556 | $78.2M | 0.02% | +517,821+124.0% | Added |
| Loomis Sayles & Co L P | 818,917 | $68.5M | 0.11% | −7,572−0.9% | Reduced |
| Price T Rowe Associates Inc | 814,590 | $68.1M | 0.01% | +7,104+0.9% | Added |
| Northern Trust Corp | 707,749 | $59.2M | 0.01% | +29,724+4.4% | Added |
| Ameriprise Financial Inc | 643,919 | $53.9M | 0.02% | −82,934−11.4% | Reduced |
| Bank of New York Mellon Corp | 629,631 | $52.7M | 0.01% | −204,787−24.5% | Reduced |
| Channing Capital Management, LLC | 617,526 | $51.6M | 1.59% | −215,214−25.8% | Reduced |
| Charles Schwab Investment Management Inc | 605,174 | $50.6M | 0.01% | +44,065+7.9% | Added |
| Royal Bank of Canada | 593,217 | $49.6M | 0.01% | +5,042+0.9% | Added |
| Nuveen Asset Management, LLC | 575,894 | $48.2M | 0.02% | +5,506+1.0% | Added |
| Norges Bank | 550,135 | $46.0M | 0.01% | +43,710+8.6% | Added |
| Polar Capital Holdings Plc | 488,929 | $40.9M | 0.28% | 00.0% | Unchanged |
| FMR LLC | 482,276 | $40.3M | 0.00% | +260,228+117.2% | Added |
| Rockefeller Capital Management L.P. | 482,269 | $40.3M | 0.16% | −89,890−15.7% | Reduced |
| Bank of America Corp | 430,625 | $36.0M | 0.00% | −33,174−7.2% | Reduced |
| Emerald Advisers, LLC | 377,933 | $31.6M | 1.38% | −2,086−0.5% | Reduced |
| Eagle Asset Management Inc | 350,257 | $29.3M | 0.16% | +30,245+9.5% | Added |
| Westwood Holdings Group Inc. | 344,603 | $28.8M | 0.26% | −66,324−16.1% | Reduced |
| Principal Financial Group Inc | 332,377 | $27.8M | 0.02% | −17,214−4.9% | Reduced |
| Frontier Capital Management Co LLC | 311,485 | $26.1M | 0.25% | −4,621−1.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 306,996 | $25.7M | 1.39% | −1010.0% | Reduced |
| Millennium Management LLC | 302,321 | $25.3M | 0.03% | +258,173+584.8% | Added |
| Greenhouse Funds LLLP | 297,647 | $24.9M | 2.03% | +95,639+47.3% | Added |
| D. E. Shaw & Co., Inc. | 275,576 | $23.0M | 0.04% | +49,211+21.7% | Added |
| SEI Investments Co | 254,028 | $21.2M | 0.04% | +11,057+4.6% | Added |
| Panagora Asset Management Inc | 246,649 | $20.6M | 0.12% | +47,174+23.6% | Added |
| Fisher Asset Management, LLC | 245,554 | $20.5M | 0.01% | −6,808−2.7% | Reduced |
| JPMorgan Chase & Co | 242,792 | $20.3M | 0.00% | +100,964+71.2% | Added |
| Goldman Sachs Group Inc | 219,623 | $18.4M | 0.00% | +27,145+14.1% | Added |
| Putnam Investments LLC | 217,343 | $18.2M | 0.03% | +2,451+1.1% | Added |
| Legal & General Group Plc | 210,586 | $17.6M | 0.01% | +44,791+27.0% | Added |
| Prudential Financial Inc | 191,541 | $16.0M | 0.02% | +5,935+3.2% | Added |
| Redwood Investments, LLC | 176,878 | $14.8M | 1.81% | +3,448+2.0% | Added |
| Fort Washington Investment Advisors Inc | 169,380 | $14.2M | 0.10% | −17,580−9.4% | Reduced |
| Rhumbline Advisers | 164,361 | $13.7M | 0.02% | −984−0.6% | Reduced |
| New York State Common Retirement Fund | 164,197 | $13.7M | 0.02% | −61,157−27.1% | Reduced |
| Raymond James & Associates | 161,904 | $13.5M | 0.01% | −9,622−5.6% | Reduced |
| Ziegler Capital Management, LLC | 159,096 | $13.3M | 0.51% | −1,728−1.1% | Reduced |
| Amundi | 150,706 | $12.4M | 0.01% | −6,281−4.0% | Reduced |
| RK Capital Management, LLC | 131,500 | $11.0M | 2.36% | −13,600−9.4% | Reduced |
| Swiss National Bank | 125,000 | $10.5M | 0.01% | +2,100+1.7% | Added |
| Bryn Mawr Trust Co | 105,152 | $8.79M | 0.37% | −5,407−4.9% | Reduced |
| Public Sector Pension Investment Board | 102,052 | $8.54M | 0.06% | +1,945+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $8.36M | 0.02% | −150,000−60.0% | Reduced |
| Chartwell Investment Partners, LLC | 99,985 | $8.36M | 0.30% | +9,800+10.9% | Added |
| Mesirow Institutional Investment Management, Inc. | 91,721 | $7.67M | 0.79% | −5,961−6.1% | Reduced |
| Alliancebernstein L.P. | 83,754 | $7.01M | 0.00% | +15,000+21.8% | Added |
| Trillium Asset Management, LLC | 82,923 | $6.94M | 0.19% | +2,851+3.6% | Added |
| New York State Teachers Retirement System | 81,873 | $6.85M | 0.02% | +423+0.5% | Added |
| Oberweis Asset Management Inc | 78,160 | $6.54M | 0.79% | +34,360+78.4% | Added |
| Credit Suisse AG | 77,107 | $6.45M | 0.01% | +5,833+8.2% | Added |
| Sectoral Asset Management Inc | 76,000 | $6.36M | 1.06% | +76,000 | New |
| Axiom Investors LLC | 73,359 | $6.14M | 0.09% | +32,569+79.8% | Added |
| Castleark Management LLC | 71,390 | $5.97M | 0.27% | +20,560+40.4% | Added |
| Bridgewater Associates, LP | 70,710 | $5.91M | 0.04% | −19,418−21.5% | Reduced |
| Algert Global LLC | 69,750 | $5.83M | 0.25% | −20,834−23.0% | Reduced |
| State of Wisconsin Investment Board | 69,601 | $5.82M | 0.02% | −2,629−3.6% | Reduced |
| California State Teachers Retirement System | 69,466 | $5.81M | 0.01% | −1,335−1.9% | Reduced |
| Deutsche Bank AG | 68,997 | $5.77M | 0.00% | −2,105−3.0% | Reduced |
| Wells Fargo & Company | 66,787 | $5.59M | 0.00% | +18,686+38.8% | Added |
| Victory Capital Management Inc | 66,258 | $5.54M | 0.01% | +10,343+18.5% | Added |
| AXA S.A. | 65,900 | $5.51M | 0.02% | +65,900 | New |
| Cubist Systematic Strategies, LLC | 65,248 | $5.46M | 0.06% | +62,520+2,291.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,990 | $5.44M | 0.04% | +4,723+7.8% | Added |
| UBS Asset Management Americas Inc | 72,674 | $5.37M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 62,178 | $5.20M | 0.01% | −32,581−34.4% | Reduced |
| Public Employees Retirement System of Ohio | 60,908 | $5.09M | 0.02% | −357−0.6% | Reduced |
| Great West Life Assurance Co | 60,837 | $5.09M | 0.01% | −2,126−3.4% | Reduced |
| Ami Asset Management Corp | 60,277 | $5.04M | 0.30% | −14,838−19.8% | Reduced |
| Cerity Partners LLC | 57,349 | $4.80M | 0.02% | +57,022+17,437.9% | Added |
| Barclays PLC | 55,990 | $4.68M | 0.00% | −2,361−4.0% | Reduced |
| Renaissance Technologies LLC | 55,712 | $4.66M | 0.01% | −7,800−12.3% | Reduced |
| Thrivent Financial for Lutherans | 55,000 | $4.60M | 0.01% | −2,902−5.0% | Reduced |
| Envestnet Asset Management Inc | 54,227 | $4.54M | 0.00% | −342,889−86.3% | Reduced |
| HighTower Advisors, LLC | 53,161 | $4.45M | 0.01% | +8,606+19.3% | Added |
| American Capital Management Inc | 52,135 | $4.36M | 0.15% | −130,300−71.4% | Reduced |
| EAM Global Investors LLC | 50,918 | $4.26M | 1.25% | +50,918 | New |
| Texas Permanent School Fund | 50,622 | $4.23M | 0.04% | −423−0.8% | Reduced |
| Two Sigma Investments, LP | 50,412 | $4.22M | 0.01% | +50,412 | New |
| Citigroup Inc | 46,776 | $3.91M | 0.01% | +14,823+46.4% | Added |
| Martin & Co Inc | 45,485 | $3.80M | 0.96% | −1,498−3.2% | Reduced |
| UBS Group AG | 45,423 | $3.80M | 0.00% | +17,156+60.7% | Added |
| Brookfield Asset Management Inc. | 44,508 | $3.72M | 0.01% | +19,867+80.6% | Added |
| Natixis Advisors, L.P. | 43,702 | $3.65M | 0.01% | +31+0.1% | Added |
| Voya Investment Management LLC | 43,397 | $3.63M | 0.00% | +1,219+2.9% | Added |
| Martingale Asset Management L P | 42,688 | $3.57M | 0.07% | −8,615−16.8% | Reduced |
| Lisanti Capital Growth, LLC | 41,120 | $3.44M | 0.48% | +41,120 | New |
| ExodusPoint Capital Management, LP | 41,079 | $3.44M | 0.04% | −130,922−76.1% | Reduced |