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, Q3 2023
Institutional positions in Merit Medical Systems Inc as of Sep 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
- 274
- −36 vs. Q2 2023
- Shares held
- 55.6M
- +1.43M (+2.6%) vs. Q2 2023
- Total value
- $3.84B
- −$693.3M (−15.3%) vs. Q2 2023
- New holders
- 26
- 101 more added
- Sold out
- 62
- 117 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,968,354 | $688.0M | 0.02% | −246,202−2.4% | Reduced |
| Vanguard Group Inc | 7,015,029 | $484.2M | 0.01% | +17,392+0.2% | Added |
| William Blair Investment Management, LLC | 3,895,695 | $268.9M | 0.89% | +520,423+15.4% | Added |
| Conestoga Capital Advisors, LLC | 2,139,943 | $147.7M | 2.54% | +45,675+2.2% | Added |
| State Street Corp | 2,103,865 | $145.2M | 0.01% | +23,257+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 1,565,423 | $108.0M | 1.31% | −259,896−14.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,388,905 | $95.9M | 0.55% | +16,488+1.2% | Added |
| Macquarie Group Ltd | 1,287,141 | $88.8M | 0.11% | +136,810+11.9% | Added |
| Dimensional Fund Advisors LP | 1,265,637 | $87.4M | 0.03% | +8,969+0.7% | Added |
| Geode Capital Management, LLC | 1,193,925 | $82.4M | 0.01% | +50,017+4.4% | Added |
| Loomis Sayles & Co L P | 1,031,173 | $71.2M | 0.12% | +212,256+25.9% | Added |
| Morgan Stanley | 921,016 | $63.6M | 0.01% | −152,013−14.2% | Reduced |
| Aristotle Capital Boston, LLC | 906,763 | $62.6M | 2.02% | −67,731−7.0% | Reduced |
| Westwood Holdings Group Inc. | 839,903 | $58.0M | 0.54% | +495,300+143.7% | Added |
| Price T Rowe Associates Inc | 817,163 | $56.4M | 0.01% | +2,573+0.3% | Added |
| Invesco Ltd. | 753,185 | $52.0M | 0.01% | −182,371−19.5% | Reduced |
| Northern Trust Corp | 719,716 | $49.7M | 0.01% | +11,967+1.7% | Added |
| Greenhouse Funds LLLP | 719,450 | $49.7M | 3.93% | +421,803+141.7% | Added |
| Channing Capital Management, LLC | 708,157 | $48.9M | 1.61% | +90,631+14.7% | Added |
| Bank of New York Mellon Corp | 696,575 | $48.1M | 0.01% | +66,944+10.6% | Added |
| Charles Schwab Investment Management Inc | 641,967 | $44.3M | 0.01% | +36,793+6.1% | Added |
| Millennium Management LLC | 638,307 | $44.1M | 0.05% | +335,986+111.1% | Added |
| Royal Bank of Canada | 624,421 | $43.1M | 0.01% | +31,204+5.3% | Added |
| FMR LLC | 607,881 | $42.0M | 0.00% | +125,605+26.0% | Added |
| Ameriprise Financial Inc | 494,529 | $34.1M | 0.01% | −149,390−23.2% | Reduced |
| Norges Bank | 493,242 | $34.0M | 0.01% | −56,893−10.3% | Reduced |
| Polar Capital Holdings Plc | 478,342 | $33.0M | 0.24% | −10,587−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 456,885 | $31.5M | 0.12% | −25,384−5.3% | Reduced |
| Bank of America Corp | 418,217 | $28.9M | 0.00% | −12,408−2.9% | Reduced |
| Nuveen Asset Management, LLC | 416,479 | $28.7M | 0.01% | −159,415−27.7% | Reduced |
| Emerald Advisers, LLC | 377,935 | $26.1M | 1.26% | +20.0% | Added |
| Eagle Asset Management Inc | 355,307 | $24.5M | 0.15% | +5,050+1.4% | Added |
| Standard Life Aberdeen plc | 354,186 | $24.4M | 0.06% | +354,186 | New |
| Principal Financial Group Inc | 315,864 | $21.8M | 0.02% | −16,513−5.0% | Reduced |
| Frontier Capital Management Co LLC | 310,543 | $21.4M | 0.24% | −942−0.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 306,965 | $21.2M | 1.28% | −310.0% | Reduced |
| Panagora Asset Management Inc | 244,757 | $16.9M | 0.10% | −1,892−0.8% | Reduced |
| Fisher Asset Management, LLC | 237,212 | $16.4M | 0.01% | −8,342−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 227,658 | $15.7M | 0.03% | −47,918−17.4% | Reduced |
| Fort Washington Investment Advisors Inc | 222,400 | $15.4M | 0.12% | +53,020+31.3% | Added |
| Putnam Investments LLC | 220,122 | $15.2M | 0.02% | +2,779+1.3% | Added |
| JPMorgan Chase & Co | 216,433 | $14.9M | 0.00% | −26,359−10.9% | Reduced |
| Goldman Sachs Group Inc | 210,382 | $14.5M | 0.00% | −9,241−4.2% | Reduced |
| Legal & General Group Plc | 206,534 | $14.3M | 0.00% | −4,052−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 204,588 | $14.1M | 0.18% | +163,509+398.0% | Added |
| RK Capital Management, LLC | 204,100 | $14.1M | 3.33% | +72,600+55.2% | Added |
| SEI Investments Co | 204,052 | $14.1M | 0.03% | −49,976−19.7% | Reduced |
| Comerica Bank | 203,152 | $14.0M | 0.07% | +203,152 | New |
| Redwood Investments, LLC | 196,660 | $13.6M | 1.84% | +19,782+11.2% | Added |
| New York State Common Retirement Fund | 190,390 | $13.1M | 0.02% | +26,193+16.0% | Added |
| Rhumbline Advisers | 164,557 | $11.4M | 0.01% | +196+0.1% | Added |
| Ziegler Capital Management, LLC | 158,629 | $10.9M | 0.44% | −467−0.3% | Reduced |
| Amundi | 160,034 | $10.3M | 0.01% | +9,328+6.2% | Added |
| Envestnet Asset Management Inc | 141,938 | $9.80M | 0.00% | +87,711+161.7% | Added |
| Raymond James & Associates | 139,338 | $9.62M | 0.01% | −22,566−13.9% | Reduced |
| Marshall Wace, LLP | 136,011 | $9.39M | 0.02% | +136,011 | New |
| Walleye Capital LLC | 127,239 | $8.78M | 0.13% | +127,239 | New |
| Swiss National Bank | 126,400 | $8.72M | 0.01% | +1,400+1.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 121,045 | $8.35M | 0.85% | +29,324+32.0% | Added |
| Chartwell Investment Partners, LLC | 108,953 | $7.52M | 0.29% | +8,968+9.0% | Added |
| Bryn Mawr Trust Co | 105,561 | $7.29M | 0.32% | +409+0.4% | Added |
| Public Employees Retirement System of Ohio | 103,099 | $7.12M | 0.03% | +42,191+69.3% | Added |
| Trillium Asset Management, LLC | 97,874 | $6.76M | 0.20% | +14,951+18.0% | Added |
| Oberweis Asset Management Inc | 95,660 | $6.60M | 0.70% | +17,500+22.4% | Added |
| Voya Investment Management LLC | 95,224 | $6.57M | 0.01% | +51,827+119.4% | Added |
| Victory Capital Management Inc | 87,092 | $6.01M | 0.01% | +20,834+31.4% | Added |
| New York State Teachers Retirement System | 81,373 | $5.62M | 0.01% | −500−0.6% | Reduced |
| Sectoral Asset Management Inc | 79,000 | $5.45M | 1.06% | +3,000+3.9% | Added |
| California Public Employees Retirement System | 78,115 | $5.39M | 0.00% | +44,526+132.6% | Added |
| Allspring Global Investments Holdings, LLC | 78,040 | $5.39M | 0.01% | +15,862+25.5% | Added |
| Credit Suisse AG | 75,231 | $5.19M | 0.01% | −1,876−2.4% | Reduced |
| Citadel Advisors LLC | 73,404 | $5.07M | 0.01% | +60,180+455.1% | Added |
| Public Sector Pension Investment Board | 71,236 | $4.92M | 0.04% | −30,816−30.2% | Reduced |
| Ami Asset Management Corp | 70,937 | $4.90M | 0.30% | +10,660+17.7% | Added |
| Deutsche Bank AG | 70,864 | $4.89M | 0.00% | +1,867+2.7% | Added |
| Prudential Financial Inc | 69,262 | $4.78M | 0.01% | −122,279−63.8% | Reduced |
| Squarepoint Ops LLC | 68,878 | $4.75M | 0.02% | +64,554+1,492.9% | Added |
| Alliancebernstein L.P. | 68,754 | $4.75M | 0.00% | −15,000−17.9% | Reduced |
| UBS Asset Management Americas Inc | 68,435 | $4.72M | 0.00% | −4,239−5.8% | Reduced |
| State of Wisconsin Investment Board | 66,441 | $4.59M | 0.01% | −3,160−4.5% | Reduced |
| Cerity Partners LLC | 65,880 | $4.55M | 0.02% | +8,531+14.9% | Added |
| AXA S.A. | 64,000 | $4.42M | 0.02% | −1,900−2.9% | Reduced |
| California State Teachers Retirement System | 63,393 | $4.38M | 0.01% | −6,073−8.7% | Reduced |
| Great West Life Assurance Co | 60,976 | $4.20M | 0.01% | +139+0.2% | Added |
| Thrivent Financial for Lutherans | 52,724 | $3.64M | 0.01% | −2,276−4.1% | Reduced |
| American Capital Management Inc | 52,135 | $3.60M | 0.14% | 00.0% | Unchanged |
| Texas Permanent School Fund | 48,948 | $3.38M | 0.03% | −1,674−3.3% | Reduced |
| Martin & Co Inc | 45,450 | $3.14M | 0.82% | −35−0.1% | Reduced |
| Axiom Investors LLC | 45,284 | $3.13M | 0.04% | −28,075−38.3% | Reduced |
| Wells Fargo & Company | 44,915 | $3.10M | 0.00% | −21,872−32.7% | Reduced |
| Barclays PLC | 44,909 | $3.10M | 0.00% | −11,081−19.8% | Reduced |
| Natixis Advisors, L.P. | 41,153 | $2.84M | 0.01% | −2,549−5.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,532 | $2.66M | 0.02% | −26,458−40.7% | Reduced |
| State of New Jersey Common Pension Fund D | 37,757 | $2.61M | 0.01% | +7,199+23.6% | Added |
| Bridgewater Associates, LP | 37,434 | $2.58M | 0.02% | −33,276−47.1% | Reduced |
| Teacher Retirement System of Texas | 37,339 | $2.58M | 0.02% | +6,321+20.4% | Added |
| Tudor Investment Corp Et Al | 37,168 | $2.57M | 0.04% | −1,189−3.1% | Reduced |
| First Trust Advisors LP | 36,617 | $2.53M | 0.00% | +4,515+14.1% | Added |
| BNP Paribas Arbitrage, SA | 36,395 | $2.51M | 0.01% | +3,275+9.9% | Added |
| State of Alaska, Department of Revenue | 35,885 | $2.48M | 0.03% | −1,945−5.1% | Reduced |