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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 5,893 | $406.7K | 0.01% | +5,893 | New |
| Creative Planning | 5,956 | $411.1K | 0.00% | +558+10.3% | Added |
| Aviva PLC | 6,094 | $420.6K | 0.00% | −10,711−63.7% | Reduced |
| Pathstone Family Office, LLC | 6,151 | $424.5K | 0.00% | +538+9.6% | Added |
| Pictet Asset Management Holding SA | 6,333 | $437.1K | 0.00% | +6,333 | New |
| QRG Capital Management, Inc. | 6,555 | $452.4K | 0.01% | +6,555 | New |
| GWM Advisors LLC | 6,815 | $470.4K | 0.01% | +280+4.3% | Added |
| Public Employees Retirement Association of Colorado | 7,233 | $499.0K | 0.00% | −996−12.1% | Reduced |
| XTX Topco Ltd | 7,390 | $510.1K | 0.09% | +7,390 | New |
| Bank of Montreal | 7,562 | $516.3K | 0.00% | −472−5.9% | Reduced |
| American Century Companies Inc | 7,489 | $516.9K | 0.00% | −8,700−53.7% | Reduced |
| Franklin Resources Inc | 7,718 | $532.7K | 0.00% | +713+10.2% | Added |
| Stifel Financial Corp | 8,494 | $586.2K | 0.00% | −489−5.4% | Reduced |
| ProShare Advisors LLC | 8,671 | $598.5K | 0.00% | −227−2.6% | Reduced |
| HSBC Holdings PLC | 8,717 | $601.1K | 0.00% | −20,508−70.2% | Reduced |
| Zacks Investment Management | 8,910 | $614.9K | 0.01% | −6−0.1% | Reduced |
| Henshaw Capital LLC | 9,031 | $623.3K | 0.04% | +3,339+58.7% | Added |
| Shell Asset Management Co | 10,002 | $690.0K | 0.03% | −172−1.7% | Reduced |
| Mutual of America Capital Management LLC | 10,102 | $697.2K | 0.01% | −1,128−10.0% | Reduced |
| Everence Capital Management Inc | 10,140 | $700.0K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 10,150 | $700.6K | 0.03% | +292+3.0% | Added |
| AQR Capital Management LLC | 10,198 | $703.9K | 0.00% | −7,549−42.5% | Reduced |
| Handelsbanken Fonder AB | 10,509 | $725.0K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 10,703 | $738.7K | 0.01% | −12,624−54.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,851 | $748.9K | 0.00% | −4,119−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 10,894 | $751.9K | 0.00% | −1,456−11.8% | Reduced |
| Vestcor Inc | 11,675 | $806.0K | 0.03% | +4,295+58.2% | Added |
| South Dakota Investment Council | 12,521 | $864.0K | 0.02% | −200−1.6% | Reduced |
| Susquehanna International Group, LLP | 12,983 | $896.1K | 0.00% | −11,031−45.9% | Reduced |
| SG Americas Securities, LLC | 13,446 | $928.0K | 0.01% | +13,446 | New |
| Jennison Associates LLC | 14,523 | $1.00M | 0.00% | −6,798−31.9% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,085 | $1.04M | 0.00% | −22,767−60.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,982 | $1.10M | 0.01% | +10,088+171.2% | Added |
| ClariVest Asset Management LLC | 16,027 | $1.11M | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,229 | $1.12M | 0.00% | −3,715−18.6% | Reduced |
| Arizona State Retirement System | 16,370 | $1.13M | 0.01% | +236+1.5% | Added |
| Westover Capital Advisors, LLC | 16,445 | $1.14M | 0.41% | −5,981−26.7% | Reduced |
| UBS Group AG | 16,449 | $1.14M | 0.00% | −28,974−63.8% | Reduced |
| Ensign Peak Advisors, Inc | 16,490 | $1.14M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,004 | $1.17M | 0.01% | +17,004 | New |
| Oregon Public Employees Retirement Fund | 17,102 | $1.18M | 0.02% | −780−4.4% | Reduced |
| M&T Bank Corp | 17,711 | $1.22M | 0.00% | −3,419−16.2% | Reduced |
| STRS Ohio | 17,800 | $1.23M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.27M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 19,400 | $1.34M | 0.01% | −500−2.5% | Reduced |
| Maryland State Retirement & Pension System | 21,229 | $1.47M | 0.03% | −1,171−5.2% | Reduced |
| Two Sigma Investments, LP | 22,254 | $1.54M | 0.00% | −28,158−55.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,800 | $1.57M | 0.01% | −4,700−17.1% | Reduced |
| Bailard, Inc. | 23,033 | $1.59M | 0.05% | −2,847−11.0% | Reduced |
| Renaissance Group LLC | 24,406 | $1.68M | 0.08% | +310+1.3% | Added |
| Blair William & Co | 24,923 | $1.72M | 0.01% | −438−1.7% | Reduced |
| Captrust Financial Advisors | 25,507 | $1.76M | 0.01% | +7,176+39.1% | Added |
| Amalgamated Bank | 25,728 | $1.78M | 0.02% | −355−1.4% | Reduced |
| Citigroup Inc | 25,754 | $1.78M | 0.00% | −21,022−44.9% | Reduced |
| Glenmede Trust Co NA | 26,617 | $1.84M | 0.01% | +3,604+15.7% | Added |
| Janus Henderson Group PLC | 27,067 | $1.87M | 0.00% | +40.0% | Added |
| Yousif Capital Management, LLC | 28,858 | $1.99M | 0.03% | −1,794−5.9% | Reduced |
| Zions Bancorporation, N.A. | 28,869 | $1.99M | 0.17% | +270+0.9% | Added |
| Knights of Columbus Asset Advisors LLC | 29,106 | $2.01M | 0.18% | −407−1.4% | Reduced |
| Louisiana State Employees Retirement System | 29,300 | $2.02M | 0.05% | −900−3.0% | Reduced |
| HighTower Advisors, LLC | 29,464 | $2.04M | 0.00% | −23,697−44.6% | Reduced |
| MetLife Investment Management | 29,973 | $2.07M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 30,312 | $2.09M | 0.00% | +7,325+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,316 | $2.09M | 0.00% | +3,840+14.5% | Added |
| Martingale Asset Management L P | 30,761 | $2.12M | 0.04% | −11,927−27.9% | Reduced |
| Renaissance Technologies LLC | 30,912 | $2.13M | 0.00% | −24,800−44.5% | Reduced |
| American International Group, Inc. | 31,242 | $2.16M | 0.01% | +667+2.2% | Added |
| State of Tennessee, Treasury Department | 31,727 | $2.19M | 0.01% | −5,835−15.5% | Reduced |
| Mariner, LLC | 31,813 | $2.20M | 0.01% | +24,788+352.9% | Added |
| LPL Financial LLC | 33,675 | $2.27M | 0.00% | +2,646+8.5% | Added |
| Illinois Municipal Retirement Fund | 33,129 | $2.29M | 0.04% | +33,129 | New |
| Two Sigma Advisers, LP | 34,000 | $2.35M | 0.01% | −500−1.4% | Reduced |
| Algert Global LLC | 34,396 | $2.37M | 0.11% | −35,354−50.7% | Reduced |
| State of Alaska, Department of Revenue | 35,885 | $2.48M | 0.03% | −1,945−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 36,395 | $2.51M | 0.01% | +3,275+9.9% | Added |
| First Trust Advisors LP | 36,617 | $2.53M | 0.00% | +4,515+14.1% | Added |
| Tudor Investment Corp Et Al | 37,168 | $2.57M | 0.04% | −1,189−3.1% | Reduced |
| Teacher Retirement System of Texas | 37,339 | $2.58M | 0.02% | +6,321+20.4% | Added |
| Bridgewater Associates, LP | 37,434 | $2.58M | 0.02% | −33,276−47.1% | Reduced |
| State of New Jersey Common Pension Fund D | 37,757 | $2.61M | 0.01% | +7,199+23.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,532 | $2.66M | 0.02% | −26,458−40.7% | Reduced |
| Natixis Advisors, L.P. | 41,153 | $2.84M | 0.01% | −2,549−5.8% | Reduced |
| Barclays PLC | 44,909 | $3.10M | 0.00% | −11,081−19.8% | Reduced |
| Wells Fargo & Company | 44,915 | $3.10M | 0.00% | −21,872−32.7% | Reduced |
| Axiom Investors LLC | 45,284 | $3.13M | 0.04% | −28,075−38.3% | Reduced |
| Martin & Co Inc | 45,450 | $3.14M | 0.82% | −35−0.1% | Reduced |
| Texas Permanent School Fund | 48,948 | $3.38M | 0.03% | −1,674−3.3% | Reduced |
| American Capital Management Inc | 52,135 | $3.60M | 0.14% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 52,724 | $3.64M | 0.01% | −2,276−4.1% | Reduced |
| Great West Life Assurance Co | 60,976 | $4.20M | 0.01% | +139+0.2% | Added |
| California State Teachers Retirement System | 63,393 | $4.38M | 0.01% | −6,073−8.7% | Reduced |
| AXA S.A. | 64,000 | $4.42M | 0.02% | −1,900−2.9% | Reduced |
| Cerity Partners LLC | 65,880 | $4.55M | 0.02% | +8,531+14.9% | Added |
| State of Wisconsin Investment Board | 66,441 | $4.59M | 0.01% | −3,160−4.5% | Reduced |
| UBS Asset Management Americas Inc | 68,435 | $4.72M | 0.00% | −4,239−5.8% | Reduced |
| Alliancebernstein L.P. | 68,754 | $4.75M | 0.00% | −15,000−17.9% | Reduced |
| Squarepoint Ops LLC | 68,878 | $4.75M | 0.02% | +64,554+1,492.9% | Added |
| Prudential Financial Inc | 69,262 | $4.78M | 0.01% | −122,279−63.8% | Reduced |
| Deutsche Bank AG | 70,864 | $4.89M | 0.00% | +1,867+2.7% | Added |