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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 5,613 | $496.1K | 0.01% | +1,268+29.2% | Added |
| Ellsworth Advisors, LLC | 5,919 | $495.1K | 0.17% | +116+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,894 | $493.0K | 0.00% | +5,894 | New |
| AIA Group Ltd | 5,760 | $481.8K | 0.02% | +5,760 | New |
| Raymond James Financial Services Advisors, Inc. | 5,731 | $479.3K | 0.00% | −342−5.6% | Reduced |
| Henshaw Capital LLC | 5,692 | $476.1K | 0.03% | −480−7.8% | Reduced |
| Wealthcare Advisory Partners LLC | 5,500 | $460.0K | 0.02% | +10.0% | Added |
| Creative Planning | 5,398 | $451.5K | 0.00% | +1,056+24.3% | Added |
| FDx Advisors, Inc. | 5,249 | $439.0K | 0.02% | −664−11.2% | Reduced |
| Legato Capital Management LLC | 5,180 | $433.3K | 0.06% | +5,180 | New |
| Bridgefront Capital, LLC | 4,829 | $403.9K | 0.22% | +4,829 | New |
| Centiva Capital, LP | 4,766 | $398.6K | 0.02% | +4,766 | New |
| Ameritas Investment Partners, Inc. | 4,697 | $392.9K | 0.01% | +314+7.2% | Added |
| KBC Group NV | 4,468 | $374.0K | 0.00% | −182−3.9% | Reduced |
| SageView Advisory Group, LLC | 4,426 | $370.2K | 0.02% | +430+10.8% | Added |
| Mackenzie Financial Corp | 4,485 | $370.1K | 0.00% | −9,064−66.9% | Reduced |
| Cim Investment Mangement Inc | 4,381 | $366.4K | 0.12% | 00.0% | Unchanged |
| US Bancorp | 4,331 | $362.2K | 0.00% | −610−12.3% | Reduced |
| Squarepoint Ops LLC | 4,324 | $361.7K | 0.00% | −124−2.8% | Reduced |
| Raymond James Trust N.A. | 4,265 | $356.0K | 0.01% | −77−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,256 | $356.0K | 0.00% | +4,256 | New |
| JustInvest LLC | 4,233 | $354.0K | 0.01% | +190+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,218 | $352.8K | 0.01% | +312+8.0% | Added |
| MML Investors Services, LLC | 4,158 | $348.0K | 0.00% | +4,158 | New |
| Nisa Investment Advisors, LLC | 4,133 | $345.7K | 0.00% | −190−4.4% | Reduced |
| MQS Management LLC | 3,961 | $331.3K | 0.23% | +3,961 | New |
| Mercer Global Advisors Inc | 3,882 | $325.0K | 0.00% | −200−4.9% | Reduced |
| Seven Eight Capital, LP | 3,833 | $320.6K | 0.05% | +3,833 | New |
| Virtu Financial LLC | 3,762 | $315.0K | 0.02% | −216−5.4% | Reduced |
| Evergreen Capital Management LLC | 3,640 | $304.4K | 0.01% | +358+10.9% | Added |
| Greenleaf Trust | 3,513 | $293.8K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,481 | $291.0K | 0.05% | +633+22.2% | Added |
| Advisor Partners II, LLC | 3,433 | $287.1K | 0.01% | +6+0.2% | Added |
| Profund Advisors LLC | 3,386 | $283.2K | 0.02% | +46+1.4% | Added |
| Xponance, Inc. | 3,337 | $279.1K | 0.00% | −218−6.1% | Reduced |
| Prelude Capital Management, LLC | 3,324 | $278.0K | 0.02% | +3,324 | New |
| Peapack Gladstone Financial Corp | 3,224 | $270.0K | 0.00% | −312−8.8% | Reduced |
| Shelton Capital Management | 3,169 | $265.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,106 | $259.8K | 0.01% | +98+3.3% | Added |
| Dakota Wealth Management | 3,082 | $257.8K | 0.01% | +186+6.4% | Added |
| Lindenwold Advisors | 3,056 | $255.6K | 0.16% | −155−4.8% | Reduced |
| Nuance Investments, LLC | 3,015 | $252.2K | 0.01% | −195,214−98.5% | Reduced |
| Graham Capital Management, L.P. | 2,962 | $247.7K | 0.01% | −12,084−80.3% | Reduced |
| Vise Technologies, Inc. | 2,908 | $243.2K | 0.06% | −2,738−48.5% | Reduced |
| Prudent Man Advisors, LLC | 2,806 | $235.0K | 0.09% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,760 | $230.8K | 0.01% | +2,760 | New |
| Gsa Capital Partners LLP | 2,678 | $224.0K | 0.02% | −10,888−80.3% | Reduced |
| CI Private Wealth, LLC | 2,480 | $207.4K | 0.00% | +2,480 | New |
| Aigen Investment Management, LP | 2,458 | $205.6K | 0.03% | +2,458 | New |
| Eagle Bay Advisors LLC | 1,972 | $165.0K | 0.09% | −174−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,579 | $132.1K | 0.00% | +113+7.7% | Added |
| Counterpoint Mutual Funds LLC | 1,495 | $125.0K | 0.12% | +220+17.3% | Added |
| Lazard Asset Management LLC | 1,355 | $113.0K | 0.00% | +671+98.1% | Added |
| Quadrant Capital Group LLC | 1,301 | $108.8K | 0.01% | +42+3.3% | Added |
| Globeflex Capital L P | 1,257 | $105.1K | 0.01% | −5−0.4% | Reduced |
| Fifth Third Bancorp | 1,190 | $99.5K | 0.00% | +157+15.2% | Added |
| First Horizon Advisors, Inc. | 1,162 | $97.2K | 0.00% | −138−10.6% | Reduced |
| Huntington National Bank | 1,138 | $95.2K | 0.00% | +26+2.3% | Added |
| Harbor Investment Advisory, LLC | 1,126 | $94.2K | 0.01% | −69−5.8% | Reduced |
| TD Private Client Wealth LLC | 1,006 | $84.1K | 0.00% | +120+13.5% | Added |
| Archer Investment Corp | 900 | $75.3K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 829 | $69.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 756 | $63.0K | 0.00% | +62+8.9% | Added |
| West Tower Group, LLC | 667 | $55.8K | 0.04% | +667 | New |
| Pinebridge Investments, L.P. | 630 | $52.7K | 0.00% | +630 | New |
| Virtus Fund Advisers, LLC | 602 | $50.4K | 0.36% | 00.0% | Unchanged |
| Valley National Advisers Inc | 595 | $50.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 536 | $44.8K | 0.00% | +536 | New |
| Signaturefd, LLC | 420 | $35.1K | 0.00% | +73+21.0% | Added |
| Proequities, Inc. | 390 | $32.6K | 0.00% | +40+11.4% | Added |
| State of Wyoming | 333 | $27.9K | 0.01% | +333 | New |
| Altshuler Shaham Ltd | 326 | $27.3K | 0.00% | +326 | New |
| Parkside Financial Bank & Trust | 287 | $24.0K | 0.01% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 250 | $20.9K | 0.00% | +250 | New |
| Ronald Blue Trust, Inc. | 275 | $20.0K | 0.00% | −1,063−79.4% | Reduced |
| Key Financial Inc | 172 | $14.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 164 | $13.7K | 0.00% | +51+45.1% | Added |
| Steward Partners Investment Advisory, LLC | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 147 | $12.3K | 0.00% | +72+96.0% | Added |
| Massmutual Trust Co FSB | 137 | $11.5K | 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 |
| EverSource Wealth Advisors, LLC | 82 | $6.86K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 70 | $5.86K | 0.00% | −89−56.0% | 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 |
| Hexagon Capital Partners LLC | 59 | $4.93K | 0.00% | −33−35.9% | Reduced |
| Allworth Financial LP | 56 | $4.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $4.60K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $4.18K | 0.00% | −11,450−99.6% | Reduced |
| KB Financial Partners, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 47 | $4.00K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 43 | $3.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $3.26K | 0.00% | +39 | New |
| First Capital Advisors Group, LLC. | 36 | $3.01K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $2.13K | 0.00% | +41 | New |