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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $419 | 0.00% | +5 | New |
| 25 LLC | 6 | $506 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 8 | $669 | 0.00% | −1−11.1% | Reduced |
| Sofos Investments, Inc. | 84 | $739 | 0.00% | +10+13.5% | Added |
| Institutional & Family Asset Management, LLC | 9 | $753 | 0.00% | +4+80.0% | Added |
| AdvisorNet Financial, Inc | 10 | $836 | 0.00% | −1−9.1% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $1.42K | 0.00% | +17 | New |
| Horan Securities, Inc. | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $1.67K | 0.00% | +20 | New |
| IFP Advisors, Inc | 41 | $2.13K | 0.00% | +41 | New |
| RFP Financial Group LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 36 | $3.01K | 0.00% | +36 | New |
| Private Trust Co NA | 39 | $3.26K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.60K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 47 | $4.00K | 0.00% | +47 | New |
| Hillsdale Investment Management Inc. | 50 | $4.18K | 0.00% | −11,450−99.6% | Reduced |
| Global Retirement Partners, LLC | 55 | $4.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $4.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59 | $4.93K | 0.00% | −33−35.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 69 | $5.77K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 69 | $5.77K | 0.01% | +69 | New |
| Parallel Advisors, LLC | 70 | $5.86K | 0.00% | −89−56.0% | Reduced |
| EverSource Wealth Advisors, LLC | 82 | $6.86K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 131 | $10.0K | 0.00% | −997−88.4% | Reduced |
| Covestor Ltd | 119 | $10.0K | 0.01% | +115+2,875.0% | Added |
| Massmutual Trust Co FSB | 137 | $11.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 147 | $12.3K | 0.00% | +72+96.0% | Added |
| Steward Partners Investment Advisory, LLC | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 164 | $13.7K | 0.00% | +51+45.1% | Added |
| GHP Investment Advisors, Inc. | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 275 | $20.0K | 0.00% | −1,063−79.4% | Reduced |
| Roffman Miller Associates Inc | 250 | $20.9K | 0.00% | +250 | New |
| Parkside Financial Bank & Trust | 287 | $24.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 326 | $27.3K | 0.00% | +326 | New |
| State of Wyoming | 333 | $27.9K | 0.01% | +333 | New |
| Proequities, Inc. | 390 | $32.6K | 0.00% | +40+11.4% | Added |
| Signaturefd, LLC | 420 | $35.1K | 0.00% | +73+21.0% | Added |
| Natixis | 536 | $44.8K | 0.00% | +536 | New |
| Valley National Advisers Inc | 595 | $50.0K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 602 | $50.4K | 0.36% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 630 | $52.7K | 0.00% | +630 | New |
| West Tower Group, LLC | 667 | $55.8K | 0.04% | +667 | New |
| CWM, LLC | 756 | $63.0K | 0.00% | +62+8.9% | Added |
| Tradition Wealth Management, LLC | 829 | $69.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $75.3K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,006 | $84.1K | 0.00% | +120+13.5% | Added |
| Harbor Investment Advisory, LLC | 1,126 | $94.2K | 0.01% | −69−5.8% | Reduced |
| Huntington National Bank | 1,138 | $95.2K | 0.00% | +26+2.3% | Added |
| First Horizon Advisors, Inc. | 1,162 | $97.2K | 0.00% | −138−10.6% | Reduced |
| Fifth Third Bancorp | 1,190 | $99.5K | 0.00% | +157+15.2% | Added |
| Globeflex Capital L P | 1,257 | $105.1K | 0.01% | −5−0.4% | Reduced |
| Quadrant Capital Group LLC | 1,301 | $108.8K | 0.01% | +42+3.3% | Added |
| Lazard Asset Management LLC | 1,355 | $113.0K | 0.00% | +671+98.1% | Added |
| Counterpoint Mutual Funds LLC | 1,495 | $125.0K | 0.12% | +220+17.3% | Added |
| Tower Research Capital LLC (TRC) | 1,579 | $132.1K | 0.00% | +113+7.7% | Added |
| Eagle Bay Advisors LLC | 1,972 | $165.0K | 0.09% | −174−8.1% | Reduced |
| Aigen Investment Management, LP | 2,458 | $205.6K | 0.03% | +2,458 | New |
| CI Private Wealth, LLC | 2,480 | $207.4K | 0.00% | +2,480 | New |
| Gsa Capital Partners LLP | 2,678 | $224.0K | 0.02% | −10,888−80.3% | Reduced |
| Point72 Middle East FZE | 2,760 | $230.8K | 0.01% | +2,760 | New |
| Prudent Man Advisors, LLC | 2,806 | $235.0K | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,908 | $243.2K | 0.06% | −2,738−48.5% | Reduced |
| Graham Capital Management, L.P. | 2,962 | $247.7K | 0.01% | −12,084−80.3% | Reduced |
| Nuance Investments, LLC | 3,015 | $252.2K | 0.01% | −195,214−98.5% | Reduced |
| Lindenwold Advisors | 3,056 | $255.6K | 0.16% | −155−4.8% | Reduced |
| Dakota Wealth Management | 3,082 | $257.8K | 0.01% | +186+6.4% | Added |
| Metropolitan Life Insurance Co | 3,106 | $259.8K | 0.01% | +98+3.3% | Added |
| Shelton Capital Management | 3,169 | $265.1K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,224 | $270.0K | 0.00% | −312−8.8% | Reduced |
| Prelude Capital Management, LLC | 3,324 | $278.0K | 0.02% | +3,324 | New |
| Xponance, Inc. | 3,337 | $279.1K | 0.00% | −218−6.1% | Reduced |
| Profund Advisors LLC | 3,386 | $283.2K | 0.02% | +46+1.4% | Added |
| Advisor Partners II, LLC | 3,433 | $287.1K | 0.01% | +6+0.2% | Added |
| Silver Oak Securities, Inc | 3,481 | $291.0K | 0.05% | +633+22.2% | Added |
| Greenleaf Trust | 3,513 | $293.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,640 | $304.4K | 0.01% | +358+10.9% | Added |
| Virtu Financial LLC | 3,762 | $315.0K | 0.02% | −216−5.4% | Reduced |
| Seven Eight Capital, LP | 3,833 | $320.6K | 0.05% | +3,833 | New |
| Mercer Global Advisors Inc | 3,882 | $325.0K | 0.00% | −200−4.9% | Reduced |
| MQS Management LLC | 3,961 | $331.3K | 0.23% | +3,961 | New |
| Nisa Investment Advisors, LLC | 4,133 | $345.7K | 0.00% | −190−4.4% | Reduced |
| MML Investors Services, LLC | 4,158 | $348.0K | 0.00% | +4,158 | New |
| O'Shaughnessy Asset Management, LLC | 4,218 | $352.8K | 0.01% | +312+8.0% | Added |
| JustInvest LLC | 4,233 | $354.0K | 0.01% | +190+4.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,256 | $356.0K | 0.00% | +4,256 | New |
| Raymond James Trust N.A. | 4,265 | $356.0K | 0.01% | −77−1.8% | Reduced |
| Squarepoint Ops LLC | 4,324 | $361.7K | 0.00% | −124−2.8% | Reduced |
| US Bancorp | 4,331 | $362.2K | 0.00% | −610−12.3% | Reduced |
| Cim Investment Mangement Inc | 4,381 | $366.4K | 0.12% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,485 | $370.1K | 0.00% | −9,064−66.9% | Reduced |
| SageView Advisory Group, LLC | 4,426 | $370.2K | 0.02% | +430+10.8% | Added |
| KBC Group NV | 4,468 | $374.0K | 0.00% | −182−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,697 | $392.9K | 0.01% | +314+7.2% | Added |