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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 4,766 | $398.6K | 0.02% | +4,766 | New |
| Bridgefront Capital, LLC | 4,829 | $403.9K | 0.22% | +4,829 | New |
| Legato Capital Management LLC | 5,180 | $433.3K | 0.06% | +5,180 | New |
| FDx Advisors, Inc. | 5,249 | $439.0K | 0.02% | −664−11.2% | Reduced |
| Creative Planning | 5,398 | $451.5K | 0.00% | +1,056+24.3% | Added |
| Wealthcare Advisory Partners LLC | 5,500 | $460.0K | 0.02% | +10.0% | Added |
| Henshaw Capital LLC | 5,692 | $476.1K | 0.03% | −480−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,731 | $479.3K | 0.00% | −342−5.6% | Reduced |
| AIA Group Ltd | 5,760 | $481.8K | 0.02% | +5,760 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,894 | $493.0K | 0.00% | +5,894 | New |
| Ellsworth Advisors, LLC | 5,919 | $495.1K | 0.17% | +116+2.0% | Added |
| Pathstone Family Office, LLC | 5,613 | $496.1K | 0.01% | +1,268+29.2% | Added |
| New York Life Investment Management LLC | 6,074 | $508.0K | 0.01% | −1,005−14.2% | Reduced |
| Crossmark Global Holdings, Inc. | 7,066 | $519.0K | 0.01% | +6+0.1% | Added |
| Change Path, LLC | 6,221 | $520.0K | 0.02% | +6,221 | New |
| Truist Financial Corp | 6,283 | $525.5K | 0.00% | −3,661−36.8% | Reduced |
| Petra Financial Advisors Inc | 6,296 | $526.6K | 0.47% | +6,296 | New |
| Pictet Asset Management SA | 6,333 | $529.7K | 0.00% | −641−9.2% | Reduced |
| GWM Advisors LLC | 6,535 | $546.6K | 0.01% | −439−6.3% | Reduced |
| Franklin Resources Inc | 7,005 | $585.9K | 0.00% | +12+0.2% | Added |
| Mariner, LLC | 7,025 | $587.6K | 0.00% | −34−0.5% | Reduced |
| Inceptionr LLC | 7,070 | $591.3K | 0.32% | +7,070 | New |
| Verition Fund Management LLC | 7,168 | $599.5K | 0.01% | +1,455+25.5% | Added |
| Twinbeech Capital LP | 7,334 | $613.4K | 0.01% | +7,334 | New |
| Vestcor Inc | 7,380 | $617.0K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 7,513 | $628.4K | 0.48% | +3,189+73.8% | Added |
| Kapitalo Investimentos Ltda | 7,803 | $652.6K | 0.12% | +7,803 | New |
| Engineers Gate Manager LP | 7,886 | $659.6K | 0.02% | +7,886 | New |
| Bank of Montreal | 8,034 | $676.5K | 0.00% | −1,885−19.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,229 | $688.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,898 | $744.2K | 0.00% | +767+9.4% | Added |
| Zacks Investment Management | 8,916 | $745.8K | 0.01% | −1,266−12.4% | Reduced |
| Stifel Financial Corp | 8,983 | $751.3K | 0.00% | −1,144−11.3% | Reduced |
| TD Asset Management Inc | 9,300 | $777.9K | 0.00% | +9,300 | New |
| Susquehanna Fundamental Investments, LLC | 9,317 | $779.3K | 0.03% | −300−3.1% | Reduced |
| Wakefield Asset Management LLLP | 9,820 | $821.3K | 0.33% | −1,695−14.7% | Reduced |
| Diversified Trust Co | 9,858 | $824.5K | 0.03% | +99+1.0% | Added |
| Everence Capital Management Inc | 10,140 | $836.0K | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,058 | $841.3K | 0.02% | +1,405+16.2% | Added |
| Quantbot Technologies LP | 10,151 | $849.0K | 0.06% | +10,151 | New |
| Shell Asset Management Co | 10,174 | $851.0K | 0.03% | −58−0.6% | Reduced |
| Handelsbanken Fonder AB | 10,509 | $879.0K | 0.00% | +2,600+32.9% | Added |
| Mutual of America Capital Management LLC | 11,230 | $939.3K | 0.01% | −492−4.2% | Reduced |
| Capital Impact Advisors, LLC | 12,058 | $1.01M | 1.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,350 | $1.03M | 0.00% | −786−6.0% | Reduced |
| Calamos Advisors LLC | 12,517 | $1.05M | 0.01% | +12,517 | New |
| South Dakota Investment Council | 12,721 | $1.06M | 0.02% | +6,621+108.5% | Added |
| Redhawk Wealth Advisors, Inc. | 12,725 | $1.06M | 0.33% | +12,725 | New |
| Virtus Investment Advisers, Inc. | 12,739 | $1.07M | 0.72% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 12,780 | $1.07M | 0.19% | −96−0.7% | Reduced |
| Voloridge Investment Management, LLC | 13,171 | $1.10M | 0.01% | +13,171 | New |
| Citadel Advisors LLC | 13,224 | $1.11M | 0.00% | −711−5.1% | Reduced |
| Acadian Asset Management LLC | 13,374 | $1.12M | 0.00% | +5,634+72.8% | Added |
| Jackson Creek Investment Advisors LLC | 14,299 | $1.20M | 0.48% | +1,037+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,970 | $1.25M | 0.01% | +2,404+19.1% | Added |
| Gabelli Funds LLC | 15,000 | $1.25M | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 16,027 | $1.34M | 0.07% | −1,200−7.0% | Reduced |
| Arizona State Retirement System | 16,134 | $1.35M | 0.01% | −358−2.2% | Reduced |
| American Century Companies Inc | 16,189 | $1.35M | 0.00% | −126−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,206 | $1.36M | 0.24% | +4,465+38.0% | Added |
| Ensign Peak Advisors, Inc | 16,490 | $1.38M | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 16,805 | $1.41M | 0.01% | −3,672−17.9% | Reduced |
| AQR Capital Management LLC | 17,747 | $1.48M | 0.00% | −971−5.2% | Reduced |
| STRS Ohio | 17,800 | $1.49M | 0.01% | −700−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,882 | $1.50M | 0.02% | −371−2.0% | Reduced |
| Captrust Financial Advisors | 18,331 | $1.53M | 0.01% | +14,460+373.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.54M | 0.01% | +996+5.7% | Added |
| Virginia Retirement Systems Et Al | 19,900 | $1.66M | 0.02% | +300+1.5% | Added |
| State Board of Administration of Florida Retirement System | 19,944 | $1.67M | 0.00% | −2,200−9.9% | Reduced |
| Glenmede Trust Co NA | 23,013 | $1.70M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 21,130 | $1.77M | 0.01% | −20,915−49.7% | Reduced |
| Los Angeles Capital Management LLC | 21,250 | $1.78M | 0.01% | +16,652+362.2% | Added |
| Jennison Associates LLC | 21,321 | $1.78M | 0.00% | +10,924+105.1% | Added |
| Point72 Asset Management, L.P. | 22,119 | $1.85M | 0.01% | −5,679−20.4% | Reduced |
| Maryland State Retirement & Pension System | 22,400 | $1.87M | 0.04% | −522−2.3% | Reduced |
| Westover Capital Advisors, LLC | 22,426 | $1.88M | 0.65% | +1,619+7.8% | Added |
| EAM Investors, LLC | 22,685 | $1.90M | 0.35% | +22,685 | New |
| Manufacturers Life Insurance Company, The | 22,987 | $1.92M | 0.00% | +399+1.8% | Added |
| Great Lakes Advisors, LLC | 23,327 | $1.95M | 0.02% | −70,992−75.3% | Reduced |
| Susquehanna International Group, LLP | 24,014 | $2.01M | 0.00% | −16,617−40.9% | Reduced |
| Renaissance Group LLC | 24,096 | $2.02M | 0.09% | +1,319+5.8% | Added |
| Arrowstreet Capital, Limited Partnership | 25,293 | $2.12M | 0.00% | +14,065+125.3% | Added |
| Blair William & Co | 25,361 | $2.12M | 0.01% | +124+0.5% | Added |
| Bailard, Inc. | 25,880 | $2.16M | 0.08% | +9,880+61.8% | Added |
| Amalgamated Bank | 26,083 | $2.18M | 0.02% | +386+1.5% | Added |
| Jump Financial, LLC | 26,092 | $2.18M | 0.08% | +26,092 | New |
| Mirae Asset Global Investments Co., Ltd. | 26,476 | $2.21M | 0.00% | −1,031−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 26,973 | $2.26M | 0.00% | +12,185+82.4% | Added |
| Janus Henderson Group PLC | 27,063 | $2.26M | 0.00% | +1,373+5.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,500 | $2.30M | 0.02% | +800+3.0% | Added |
| Jane Street Group, LLC | 28,549 | $2.39M | 0.00% | +17,973+169.9% | Added |
| Zions Bancorporation, N.A. | 28,599 | $2.39M | 0.20% | −1,312−4.4% | Reduced |
| HSBC Holdings PLC | 29,225 | $2.46M | 0.00% | −9,649−24.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,513 | $2.47M | 0.22% | −8,456−22.3% | Reduced |
| MetLife Investment Management | 29,973 | $2.51M | 0.02% | +757+2.6% | Added |
| Louisiana State Employees Retirement System | 30,200 | $2.53M | 0.06% | +3,700+14.0% | Added |
| State of New Jersey Common Pension Fund D | 30,558 | $2.56M | 0.01% | −2,029−6.2% | Reduced |
| American International Group, Inc. | 30,575 | $2.56M | 0.02% | −60.0% | Reduced |
| Yousif Capital Management, LLC | 30,652 | $2.56M | 0.03% | −1,558−4.8% | Reduced |
| Teacher Retirement System of Texas | 31,018 | $2.59M | 0.02% | −38−0.1% | Reduced |