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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 38,357 | $3.21M | 0.05% | +38,357 | New |
| Russell Investments Group, Ltd. | 37,852 | $3.17M | 0.01% | +19,637+107.8% | Added |
| State of Alaska, Department of Revenue | 37,830 | $3.16M | 0.04% | −1,147−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,643 | $3.15M | 0.03% | +37,643 | New |
| State of Tennessee, Treasury Department | 37,562 | $3.14M | 0.01% | −1,871−4.7% | Reduced |
| Fred Alger Management, LLC | 35,673 | $2.98M | 0.02% | +35,673 | New |
| Two Sigma Advisers, LP | 34,500 | $2.89M | 0.01% | +16,700+93.8% | Added |
| Man Group plc | 33,798 | $2.83M | 0.01% | – | – |
| California Public Employees Retirement System | 33,589 | $2.81M | 0.00% | +15,555+86.3% | Added |
| BNP Paribas Arbitrage, SA | 33,120 | $2.77M | 0.01% | +9,652+41.1% | Added |
| First Trust Advisors LP | 32,102 | $2.69M | 0.00% | −13,135−29.0% | Reduced |
| LPL Financial LLC | 31,029 | $2.60M | 0.00% | +208+0.7% | Added |
| Teacher Retirement System of Texas | 31,018 | $2.59M | 0.02% | −38−0.1% | Reduced |
| Yousif Capital Management, LLC | 30,652 | $2.56M | 0.03% | −1,558−4.8% | Reduced |
| American International Group, Inc. | 30,575 | $2.56M | 0.02% | −60.0% | Reduced |
| State of New Jersey Common Pension Fund D | 30,558 | $2.56M | 0.01% | −2,029−6.2% | Reduced |
| Louisiana State Employees Retirement System | 30,200 | $2.53M | 0.06% | +3,700+14.0% | Added |
| MetLife Investment Management | 29,973 | $2.51M | 0.02% | +757+2.6% | Added |
| Knights of Columbus Asset Advisors LLC | 29,513 | $2.47M | 0.22% | −8,456−22.3% | Reduced |
| HSBC Holdings PLC | 29,225 | $2.46M | 0.00% | −9,649−24.8% | Reduced |
| Zions Bancorporation, N.A. | 28,599 | $2.39M | 0.20% | −1,312−4.4% | Reduced |
| Jane Street Group, LLC | 28,549 | $2.39M | 0.00% | +17,973+169.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,500 | $2.30M | 0.02% | +800+3.0% | Added |
| Janus Henderson Group PLC | 27,063 | $2.26M | 0.00% | +1,373+5.3% | Added |
| Advisor Group Holdings, Inc. | 26,973 | $2.26M | 0.00% | +12,185+82.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,476 | $2.21M | 0.00% | −1,031−3.7% | Reduced |
| Jump Financial, LLC | 26,092 | $2.18M | 0.08% | +26,092 | New |
| Amalgamated Bank | 26,083 | $2.18M | 0.02% | +386+1.5% | Added |
| Bailard, Inc. | 25,880 | $2.16M | 0.08% | +9,880+61.8% | Added |
| Blair William & Co | 25,361 | $2.12M | 0.01% | +124+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 25,293 | $2.12M | 0.00% | +14,065+125.3% | Added |
| Renaissance Group LLC | 24,096 | $2.02M | 0.09% | +1,319+5.8% | Added |
| Susquehanna International Group, LLP | 24,014 | $2.01M | 0.00% | −16,617−40.9% | Reduced |
| Great Lakes Advisors, LLC | 23,327 | $1.95M | 0.02% | −70,992−75.3% | Reduced |
| Manufacturers Life Insurance Company, The | 22,987 | $1.92M | 0.00% | +399+1.8% | Added |
| EAM Investors, LLC | 22,685 | $1.90M | 0.35% | +22,685 | New |
| Westover Capital Advisors, LLC | 22,426 | $1.88M | 0.65% | +1,619+7.8% | Added |
| Maryland State Retirement & Pension System | 22,400 | $1.87M | 0.04% | −522−2.3% | Reduced |
| Point72 Asset Management, L.P. | 22,119 | $1.85M | 0.01% | −5,679−20.4% | Reduced |
| Jennison Associates LLC | 21,321 | $1.78M | 0.00% | +10,924+105.1% | Added |
| Los Angeles Capital Management LLC | 21,250 | $1.78M | 0.01% | +16,652+362.2% | Added |
| M&T Bank Corp | 21,130 | $1.77M | 0.01% | −20,915−49.7% | Reduced |
| Glenmede Trust Co NA | 23,013 | $1.70M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,944 | $1.67M | 0.00% | −2,200−9.9% | Reduced |
| Virginia Retirement Systems Et Al | 19,900 | $1.66M | 0.02% | +300+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.54M | 0.01% | +996+5.7% | Added |
| Captrust Financial Advisors | 18,331 | $1.53M | 0.01% | +14,460+373.5% | Added |
| Oregon Public Employees Retirement Fund | 17,882 | $1.50M | 0.02% | −371−2.0% | Reduced |
| STRS Ohio | 17,800 | $1.49M | 0.01% | −700−3.8% | Reduced |
| AQR Capital Management LLC | 17,747 | $1.48M | 0.00% | −971−5.2% | Reduced |
| Aviva PLC | 16,805 | $1.41M | 0.01% | −3,672−17.9% | Reduced |
| Ensign Peak Advisors, Inc | 16,490 | $1.38M | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 16,206 | $1.36M | 0.24% | +4,465+38.0% | Added |
| American Century Companies Inc | 16,189 | $1.35M | 0.00% | −126−0.8% | Reduced |
| Arizona State Retirement System | 16,134 | $1.35M | 0.01% | −358−2.2% | Reduced |
| ClariVest Asset Management LLC | 16,027 | $1.34M | 0.07% | −1,200−7.0% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.25M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,970 | $1.25M | 0.01% | +2,404+19.1% | Added |
| Jackson Creek Investment Advisors LLC | 14,299 | $1.20M | 0.48% | +1,037+7.8% | Added |
| Acadian Asset Management LLC | 13,374 | $1.12M | 0.00% | +5,634+72.8% | Added |
| Citadel Advisors LLC | 13,224 | $1.11M | 0.00% | −711−5.1% | Reduced |
| Voloridge Investment Management, LLC | 13,171 | $1.10M | 0.01% | +13,171 | New |
| Cornercap Investment Counsel Inc | 12,780 | $1.07M | 0.19% | −96−0.7% | Reduced |
| Virtus Investment Advisers, Inc. | 12,739 | $1.07M | 0.72% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 12,725 | $1.06M | 0.33% | +12,725 | New |
| South Dakota Investment Council | 12,721 | $1.06M | 0.02% | +6,621+108.5% | Added |
| Calamos Advisors LLC | 12,517 | $1.05M | 0.01% | +12,517 | New |
| The PNC Financial Services Group, Inc. | 12,350 | $1.03M | 0.00% | −786−6.0% | Reduced |
| Capital Impact Advisors, LLC | 12,058 | $1.01M | 1.11% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,230 | $939.3K | 0.01% | −492−4.2% | Reduced |
| Handelsbanken Fonder AB | 10,509 | $879.0K | 0.00% | +2,600+32.9% | Added |
| Shell Asset Management Co | 10,174 | $851.0K | 0.03% | −58−0.6% | Reduced |
| Quantbot Technologies LP | 10,151 | $849.0K | 0.06% | +10,151 | New |
| Trexquant Investment LP | 10,058 | $841.3K | 0.02% | +1,405+16.2% | Added |
| Everence Capital Management Inc | 10,140 | $836.0K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 9,858 | $824.5K | 0.03% | +99+1.0% | Added |
| Wakefield Asset Management LLLP | 9,820 | $821.3K | 0.33% | −1,695−14.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,317 | $779.3K | 0.03% | −300−3.1% | Reduced |
| TD Asset Management Inc | 9,300 | $777.9K | 0.00% | +9,300 | New |
| Stifel Financial Corp | 8,983 | $751.3K | 0.00% | −1,144−11.3% | Reduced |
| Zacks Investment Management | 8,916 | $745.8K | 0.01% | −1,266−12.4% | Reduced |
| ProShare Advisors LLC | 8,898 | $744.2K | 0.00% | +767+9.4% | Added |
| Public Employees Retirement Association of Colorado | 8,229 | $688.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,034 | $676.5K | 0.00% | −1,885−19.0% | Reduced |
| Engineers Gate Manager LP | 7,886 | $659.6K | 0.02% | +7,886 | New |
| Kapitalo Investimentos Ltda | 7,803 | $652.6K | 0.12% | +7,803 | New |
| Nebula Research & Development LLC | 7,513 | $628.4K | 0.48% | +3,189+73.8% | Added |
| Vestcor Inc | 7,380 | $617.0K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 7,334 | $613.4K | 0.01% | +7,334 | New |
| Verition Fund Management LLC | 7,168 | $599.5K | 0.01% | +1,455+25.5% | Added |
| Inceptionr LLC | 7,070 | $591.3K | 0.32% | +7,070 | New |
| Mariner, LLC | 7,025 | $587.6K | 0.00% | −34−0.5% | Reduced |
| Franklin Resources Inc | 7,005 | $585.9K | 0.00% | +12+0.2% | Added |
| GWM Advisors LLC | 6,535 | $546.6K | 0.01% | −439−6.3% | Reduced |
| Pictet Asset Management SA | 6,333 | $529.7K | 0.00% | −641−9.2% | Reduced |
| Petra Financial Advisors Inc | 6,296 | $526.6K | 0.47% | +6,296 | New |
| Truist Financial Corp | 6,283 | $525.5K | 0.00% | −3,661−36.8% | Reduced |
| Change Path, LLC | 6,221 | $520.0K | 0.02% | +6,221 | New |
| Crossmark Global Holdings, Inc. | 7,066 | $519.0K | 0.01% | +6+0.1% | Added |
| New York Life Investment Management LLC | 6,074 | $508.0K | 0.01% | −1,005−14.2% | Reduced |