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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $1.67K | 0.00% | +20 | New |
| Venturi Wealth Management, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $1.42K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $836 | 0.00% | −1−9.1% | Reduced |
| Institutional & Family Asset Management, LLC | 9 | $753 | 0.00% | +4+80.0% | Added |
| Sofos Investments, Inc. | 84 | $739 | 0.00% | +10+13.5% | Added |
| Disciplined Investments, LLC | 8 | $669 | 0.00% | −1−11.1% | Reduced |
| 25 LLC | 6 | $506 | 0.00% | +6 | New |
| Abound Wealth Management | 5 | $419 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,139−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,021−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,996−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,798−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −7−100.0% | Sold out |