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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1 | $0 | 0.00% | −46−97.9% | Reduced |
| Sofos Investments, Inc. | 0 | $31 | 0.00% | −84−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $346 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $483 | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $622 | 0.00% | −4−30.8% | Reduced |
| Institutional & Family Asset Management, LLC | 13 | $897 | 0.00% | +4+44.4% | Added |
| Steward Financial Group LLC | 26 | $1.00K | 0.00% | +26 | New |
| Venturi Wealth Management, LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 30 | $2.06K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $2.14K | 0.00% | −2−6.1% | Reduced |
| Global Retirement Partners, LLC | 40 | $2.67K | 0.00% | −15−27.3% | Reduced |
| IFP Advisors, Inc | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.97K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.17K | 0.00% | +46 | New |
| Central Trust Co | 47 | $3.24K | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 49 | $3.38K | 0.00% | −33−40.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 56 | $3.87K | 0.00% | −100−64.1% | Reduced |
| Allworth Financial LP | 60 | $4.14K | 0.00% | +4+7.1% | Added |
| LGT Financial Advisors LLC | 66 | $4.55K | 0.01% | +66 | New |
| Whittier Trust Co of Nevada Inc | 69 | $4.76K | 0.00% | +69 | New |
| Hillsdale Investment Management Inc. | 80 | $5.52K | 0.00% | +30+60.0% | Added |
| Hexagon Capital Partners LLC | 83 | $5.73K | 0.00% | +24+40.7% | Added |
| VitalStone Financial, LLC | 94 | $7.00K | 0.01% | +94 | New |
| Private Trust Co NA | 108 | $7.45K | 0.00% | +69+176.9% | Added |
| Northwestern Mutual Wealth Management Co | 112 | $7.73K | 0.00% | −35−23.8% | Reduced |
| Covestor Ltd | 118 | $8.00K | 0.01% | −1−0.8% | Reduced |
| Massmutual Trust Co FSB | 137 | $9.46K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 140 | $9.66K | 0.00% | −280−66.7% | Reduced |
| Key Financial Inc | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 185 | $12.8K | 0.00% | +115+164.3% | Added |
| GHP Investment Advisors, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 228 | $15.7K | 0.00% | +64+39.0% | Added |
| Parkside Financial Bank & Trust | 289 | $19.9K | 0.00% | +2+0.7% | Added |
| Natixis | 378 | $26.1K | 0.00% | −158−29.5% | Reduced |
| Proequities, Inc. | 385 | $26.6K | 0.00% | −5−1.3% | Reduced |
| State of Wyoming | 425 | $29.3K | 0.01% | +92+27.6% | Added |
| Simplex Trading, LLC | 467 | $32.0K | 0.00% | +336+256.5% | Added |
| Headlands Technologies LLC | 593 | $40.9K | 0.02% | +593 | New |
| Valley National Advisers Inc | 595 | $41.0K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 602 | $41.5K | 0.29% | 00.0% | Unchanged |
| CWM, LLC | 793 | $55.0K | 0.00% | +37+4.9% | Added |
| Tradition Wealth Management, LLC | 829 | $57.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $62.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 901 | $62.2K | 0.00% | −261−22.5% | Reduced |
| TD Private Client Wealth LLC | 943 | $65.1K | 0.00% | −63−6.3% | Reduced |
| DekaBank Deutsche Girozentrale | 986 | $67.0K | 0.00% | +986 | New |
| Fifth Third Bancorp | 1,164 | $80.3K | 0.00% | −26−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 972 | $81.0K | 0.00% | +697+253.5% | Added |
| Huntington National Bank | 1,175 | $81.1K | 0.00% | +37+3.3% | Added |
| Globeflex Capital L P | 1,257 | $86.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,266 | $87.4K | 0.05% | +599+89.8% | Added |
| KBC Group NV | 1,325 | $91.0K | 0.00% | −3,143−70.3% | Reduced |
| Quadrant Capital Group LLC | 1,323 | $91.3K | 0.01% | +22+1.7% | Added |
| Lazard Asset Management LLC | 1,681 | $115.0K | 0.00% | +326+24.1% | Added |
| Tower Research Capital LLC (TRC) | 1,773 | $122.4K | 0.00% | +194+12.3% | Added |
| Eagle Bay Advisors LLC | 2,134 | $147.3K | 0.07% | +162+8.2% | Added |
| Cetera Advisor Networks LLC | 2,920 | $201.5K | 0.00% | +2,920 | New |
| Lindenwold Advisors | 3,116 | $215.1K | 0.13% | +60+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,128 | $215.9K | 0.00% | −1,090−25.8% | Reduced |
| JustInvest LLC | 3,132 | $216.2K | 0.01% | −1,101−26.0% | Reduced |
| Profund Advisors LLC | 3,229 | $222.9K | 0.01% | −157−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 3,259 | $225.0K | 0.00% | +35+1.1% | Added |
| FDx Advisors, Inc. | 3,280 | $226.0K | 0.02% | −1,969−37.5% | Reduced |
| Metropolitan Life Insurance Co | 3,275 | $226.0K | 0.01% | +169+5.4% | Added |
| Xponance, Inc. | 3,367 | $232.4K | 0.00% | +30+0.9% | Added |
| Dakota Wealth Management | 3,395 | $234.3K | 0.01% | +313+10.2% | Added |
| Bayesian Capital Management, LP | 3,421 | $236.1K | 0.03% | +3,421 | New |
| Mercer Global Advisors Inc | 3,435 | $237.0K | 0.00% | −447−11.5% | Reduced |
| Man Group plc | – | $237.2K | 0.00% | – | – |
| Evergreen Capital Management LLC | 3,605 | $248.8K | 0.01% | −35−1.0% | Reduced |
| MQS Management LLC | 3,619 | $249.8K | 0.15% | −342−8.6% | Reduced |
| Engineers Gate Manager LP | 3,635 | $250.9K | 0.01% | −4,251−53.9% | Reduced |
| Lido Advisors, LLC | 3,670 | $253.3K | 0.00% | +3,670 | New |
| Advisor Partners II, LLC | 3,704 | $255.7K | 0.01% | +271+7.9% | Added |
| Gsa Capital Partners LLP | 3,744 | $258.0K | 0.02% | +1,066+39.8% | Added |
| Vise Technologies, Inc. | 3,747 | $258.6K | 0.06% | +839+28.9% | Added |
| Allianz Asset Management GmbH | 3,885 | $268.1K | 0.00% | +3,885 | New |
| US Bancorp | 3,904 | $269.5K | 0.00% | −427−9.9% | Reduced |
| Mackenzie Financial Corp | 4,078 | $274.3K | 0.00% | −407−9.1% | Reduced |
| Raymond James Trust N.A. | 4,061 | $280.3K | 0.01% | −204−4.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,133 | $285.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,181 | $289.0K | 0.00% | +23+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,256 | $293.7K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,381 | $302.4K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,452 | $307.3K | 0.00% | −22,521−83.5% | Reduced |
| SageView Advisory Group, LLC | 4,462 | $308.0K | 0.02% | +36+0.8% | Added |
| Aureus Asset Management, LLC | 4,804 | $331.6K | 0.03% | +4,804 | New |
| TD Asset Management Inc | 4,900 | $338.2K | 0.00% | −4,400−47.3% | Reduced |
| Aigen Investment Management, LP | 5,114 | $353.0K | 0.07% | +2,656+108.1% | Added |
| Crossmark Global Holdings, Inc. | 5,215 | $358.0K | 0.01% | −1,851−26.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $364.4K | 0.25% | −7,460−58.6% | Reduced |
| New York Life Investment Management LLC | 5,438 | $375.3K | 0.00% | −636−10.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,467 | $377.0K | 0.00% | −19,826−78.4% | Reduced |
| Soltis Investment Advisors LLC | 5,504 | $379.9K | 0.05% | +5,504 | New |
| Ameritas Investment Partners, Inc. | 5,652 | $390.1K | 0.02% | +955+20.3% | Added |