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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 31,029 | $2.60M | 0.00% | +208+0.7% | Added |
| First Trust Advisors LP | 32,102 | $2.69M | 0.00% | −13,135−29.0% | Reduced |
| BNP Paribas Arbitrage, SA | 33,120 | $2.77M | 0.01% | +9,652+41.1% | Added |
| California Public Employees Retirement System | 33,589 | $2.81M | 0.00% | +15,555+86.3% | Added |
| Man Group plc | 33,798 | $2.83M | 0.01% | – | – |
| Two Sigma Advisers, LP | 34,500 | $2.89M | 0.01% | +16,700+93.8% | Added |
| Fred Alger Management, LLC | 35,673 | $2.98M | 0.02% | +35,673 | New |
| State of Tennessee, Treasury Department | 37,562 | $3.14M | 0.01% | −1,871−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,643 | $3.15M | 0.03% | +37,643 | New |
| State of Alaska, Department of Revenue | 37,830 | $3.16M | 0.04% | −1,147−2.9% | Reduced |
| Russell Investments Group, Ltd. | 37,852 | $3.17M | 0.01% | +19,637+107.8% | Added |
| Tudor Investment Corp Et Al | 38,357 | $3.21M | 0.05% | +38,357 | New |
| ExodusPoint Capital Management, LP | 41,079 | $3.44M | 0.04% | −130,922−76.1% | Reduced |
| Lisanti Capital Growth, LLC | 41,120 | $3.44M | 0.48% | +41,120 | New |
| Martingale Asset Management L P | 42,688 | $3.57M | 0.07% | −8,615−16.8% | Reduced |
| Voya Investment Management LLC | 43,397 | $3.63M | 0.00% | +1,219+2.9% | Added |
| Natixis Advisors, L.P. | 43,702 | $3.65M | 0.01% | +31+0.1% | Added |
| Brookfield Asset Management Inc. | 44,508 | $3.72M | 0.01% | +19,867+80.6% | Added |
| UBS Group AG | 45,423 | $3.80M | 0.00% | +17,156+60.7% | Added |
| Martin & Co Inc | 45,485 | $3.80M | 0.96% | −1,498−3.2% | Reduced |
| Citigroup Inc | 46,776 | $3.91M | 0.01% | +14,823+46.4% | Added |
| Two Sigma Investments, LP | 50,412 | $4.22M | 0.01% | +50,412 | New |
| Texas Permanent School Fund | 50,622 | $4.23M | 0.04% | −423−0.8% | Reduced |
| EAM Global Investors LLC | 50,918 | $4.26M | 1.25% | +50,918 | New |
| American Capital Management Inc | 52,135 | $4.36M | 0.15% | −130,300−71.4% | Reduced |
| HighTower Advisors, LLC | 53,161 | $4.45M | 0.01% | +8,606+19.3% | Added |
| Envestnet Asset Management Inc | 54,227 | $4.54M | 0.00% | −342,889−86.3% | Reduced |
| Thrivent Financial for Lutherans | 55,000 | $4.60M | 0.01% | −2,902−5.0% | Reduced |
| Renaissance Technologies LLC | 55,712 | $4.66M | 0.01% | −7,800−12.3% | Reduced |
| Barclays PLC | 55,990 | $4.68M | 0.00% | −2,361−4.0% | Reduced |
| Cerity Partners LLC | 57,349 | $4.80M | 0.02% | +57,022+17,437.9% | Added |
| Ami Asset Management Corp | 60,277 | $5.04M | 0.30% | −14,838−19.8% | Reduced |
| Great West Life Assurance Co | 60,837 | $5.09M | 0.01% | −2,126−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 60,908 | $5.09M | 0.02% | −357−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 62,178 | $5.20M | 0.01% | −32,581−34.4% | Reduced |
| UBS Asset Management Americas Inc | 72,674 | $5.37M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,990 | $5.44M | 0.04% | +4,723+7.8% | Added |
| Cubist Systematic Strategies, LLC | 65,248 | $5.46M | 0.06% | +62,520+2,291.8% | Added |
| AXA S.A. | 65,900 | $5.51M | 0.02% | +65,900 | New |
| Victory Capital Management Inc | 66,258 | $5.54M | 0.01% | +10,343+18.5% | Added |
| Wells Fargo & Company | 66,787 | $5.59M | 0.00% | +18,686+38.8% | Added |
| Deutsche Bank AG | 68,997 | $5.77M | 0.00% | −2,105−3.0% | Reduced |
| California State Teachers Retirement System | 69,466 | $5.81M | 0.01% | −1,335−1.9% | Reduced |
| State of Wisconsin Investment Board | 69,601 | $5.82M | 0.02% | −2,629−3.6% | Reduced |
| Algert Global LLC | 69,750 | $5.83M | 0.25% | −20,834−23.0% | Reduced |
| Bridgewater Associates, LP | 70,710 | $5.91M | 0.04% | −19,418−21.5% | Reduced |
| Castleark Management LLC | 71,390 | $5.97M | 0.27% | +20,560+40.4% | Added |
| Axiom Investors LLC | 73,359 | $6.14M | 0.09% | +32,569+79.8% | Added |
| Sectoral Asset Management Inc | 76,000 | $6.36M | 1.06% | +76,000 | New |
| Credit Suisse AG | 77,107 | $6.45M | 0.01% | +5,833+8.2% | Added |
| Oberweis Asset Management Inc | 78,160 | $6.54M | 0.79% | +34,360+78.4% | Added |
| New York State Teachers Retirement System | 81,873 | $6.85M | 0.02% | +423+0.5% | Added |
| Trillium Asset Management, LLC | 82,923 | $6.94M | 0.19% | +2,851+3.6% | Added |
| Alliancebernstein L.P. | 83,754 | $7.01M | 0.00% | +15,000+21.8% | Added |
| Mesirow Institutional Investment Management, Inc. | 91,721 | $7.67M | 0.79% | −5,961−6.1% | Reduced |
| Chartwell Investment Partners, LLC | 99,985 | $8.36M | 0.30% | +9,800+10.9% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $8.36M | 0.02% | −150,000−60.0% | Reduced |
| Public Sector Pension Investment Board | 102,052 | $8.54M | 0.06% | +1,945+1.9% | Added |
| Bryn Mawr Trust Co | 105,152 | $8.79M | 0.37% | −5,407−4.9% | Reduced |
| Swiss National Bank | 125,000 | $10.5M | 0.01% | +2,100+1.7% | Added |
| RK Capital Management, LLC | 131,500 | $11.0M | 2.36% | −13,600−9.4% | Reduced |
| Amundi | 150,706 | $12.4M | 0.01% | −6,281−4.0% | Reduced |
| Ziegler Capital Management, LLC | 159,096 | $13.3M | 0.51% | −1,728−1.1% | Reduced |
| Raymond James & Associates | 161,904 | $13.5M | 0.01% | −9,622−5.6% | Reduced |
| New York State Common Retirement Fund | 164,197 | $13.7M | 0.02% | −61,157−27.1% | Reduced |
| Rhumbline Advisers | 164,361 | $13.7M | 0.02% | −984−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 169,380 | $14.2M | 0.10% | −17,580−9.4% | Reduced |
| Redwood Investments, LLC | 176,878 | $14.8M | 1.81% | +3,448+2.0% | Added |
| Prudential Financial Inc | 191,541 | $16.0M | 0.02% | +5,935+3.2% | Added |
| Legal & General Group Plc | 210,586 | $17.6M | 0.01% | +44,791+27.0% | Added |
| Putnam Investments LLC | 217,343 | $18.2M | 0.03% | +2,451+1.1% | Added |
| Goldman Sachs Group Inc | 219,623 | $18.4M | 0.00% | +27,145+14.1% | Added |
| JPMorgan Chase & Co | 242,792 | $20.3M | 0.00% | +100,964+71.2% | Added |
| Fisher Asset Management, LLC | 245,554 | $20.5M | 0.01% | −6,808−2.7% | Reduced |
| Panagora Asset Management Inc | 246,649 | $20.6M | 0.12% | +47,174+23.6% | Added |
| SEI Investments Co | 254,028 | $21.2M | 0.04% | +11,057+4.6% | Added |
| D. E. Shaw & Co., Inc. | 275,576 | $23.0M | 0.04% | +49,211+21.7% | Added |
| Greenhouse Funds LLLP | 297,647 | $24.9M | 2.03% | +95,639+47.3% | Added |
| Millennium Management LLC | 302,321 | $25.3M | 0.03% | +258,173+584.8% | Added |
| Emerald Mutual Fund Advisers Trust | 306,996 | $25.7M | 1.39% | −1010.0% | Reduced |
| Frontier Capital Management Co LLC | 311,485 | $26.1M | 0.25% | −4,621−1.5% | Reduced |
| Principal Financial Group Inc | 332,377 | $27.8M | 0.02% | −17,214−4.9% | Reduced |
| Westwood Holdings Group Inc. | 344,603 | $28.8M | 0.26% | −66,324−16.1% | Reduced |
| Eagle Asset Management Inc | 350,257 | $29.3M | 0.16% | +30,245+9.5% | Added |
| Emerald Advisers, LLC | 377,933 | $31.6M | 1.38% | −2,086−0.5% | Reduced |
| Bank of America Corp | 430,625 | $36.0M | 0.00% | −33,174−7.2% | Reduced |
| Rockefeller Capital Management L.P. | 482,269 | $40.3M | 0.16% | −89,890−15.7% | Reduced |
| FMR LLC | 482,276 | $40.3M | 0.00% | +260,228+117.2% | Added |
| Polar Capital Holdings Plc | 488,929 | $40.9M | 0.28% | 00.0% | Unchanged |
| Norges Bank | 550,135 | $46.0M | 0.01% | +43,710+8.6% | Added |
| Nuveen Asset Management, LLC | 575,894 | $48.2M | 0.02% | +5,506+1.0% | Added |
| Royal Bank of Canada | 593,217 | $49.6M | 0.01% | +5,042+0.9% | Added |
| Charles Schwab Investment Management Inc | 605,174 | $50.6M | 0.01% | +44,065+7.9% | Added |
| Channing Capital Management, LLC | 617,526 | $51.6M | 1.59% | −215,214−25.8% | Reduced |
| Bank of New York Mellon Corp | 629,631 | $52.7M | 0.01% | −204,787−24.5% | Reduced |
| Ameriprise Financial Inc | 643,919 | $53.9M | 0.02% | −82,934−11.4% | Reduced |
| Northern Trust Corp | 707,749 | $59.2M | 0.01% | +29,724+4.4% | Added |
| Price T Rowe Associates Inc | 814,590 | $68.1M | 0.01% | +7,104+0.9% | Added |
| Loomis Sayles & Co L P | 818,917 | $68.5M | 0.11% | −7,572−0.9% | Reduced |
| Invesco Ltd. | 935,556 | $78.2M | 0.02% | +517,821+124.0% | Added |