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 |
|---|---|---|---|---|---|
| Ami Asset Management Corp | 70,937 | $4.90M | 0.30% | +10,660+17.7% | Added |
| Public Sector Pension Investment Board | 71,236 | $4.92M | 0.04% | −30,816−30.2% | Reduced |
| Citadel Advisors LLC | 73,404 | $5.07M | 0.01% | +60,180+455.1% | Added |
| Credit Suisse AG | 75,231 | $5.19M | 0.01% | −1,876−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 78,040 | $5.39M | 0.01% | +15,862+25.5% | Added |
| California Public Employees Retirement System | 78,115 | $5.39M | 0.00% | +44,526+132.6% | Added |
| Sectoral Asset Management Inc | 79,000 | $5.45M | 1.06% | +3,000+3.9% | Added |
| New York State Teachers Retirement System | 81,373 | $5.62M | 0.01% | −500−0.6% | Reduced |
| Victory Capital Management Inc | 87,092 | $6.01M | 0.01% | +20,834+31.4% | Added |
| Voya Investment Management LLC | 95,224 | $6.57M | 0.01% | +51,827+119.4% | Added |
| Oberweis Asset Management Inc | 95,660 | $6.60M | 0.70% | +17,500+22.4% | Added |
| Trillium Asset Management, LLC | 97,874 | $6.76M | 0.20% | +14,951+18.0% | Added |
| Public Employees Retirement System of Ohio | 103,099 | $7.12M | 0.03% | +42,191+69.3% | Added |
| Bryn Mawr Trust Co | 105,561 | $7.29M | 0.32% | +409+0.4% | Added |
| Chartwell Investment Partners, LLC | 108,953 | $7.52M | 0.29% | +8,968+9.0% | Added |
| Mesirow Institutional Investment Management, Inc. | 121,045 | $8.35M | 0.85% | +29,324+32.0% | Added |
| Swiss National Bank | 126,400 | $8.72M | 0.01% | +1,400+1.1% | Added |
| Walleye Capital LLC | 127,239 | $8.78M | 0.13% | +127,239 | New |
| Marshall Wace, LLP | 136,011 | $9.39M | 0.02% | +136,011 | New |
| Raymond James & Associates | 139,338 | $9.62M | 0.01% | −22,566−13.9% | Reduced |
| Envestnet Asset Management Inc | 141,938 | $9.80M | 0.00% | +87,711+161.7% | Added |
| Amundi | 160,034 | $10.3M | 0.01% | +9,328+6.2% | Added |
| Ziegler Capital Management, LLC | 158,629 | $10.9M | 0.44% | −467−0.3% | Reduced |
| Rhumbline Advisers | 164,557 | $11.4M | 0.01% | +196+0.1% | Added |
| New York State Common Retirement Fund | 190,390 | $13.1M | 0.02% | +26,193+16.0% | Added |
| Redwood Investments, LLC | 196,660 | $13.6M | 1.84% | +19,782+11.2% | Added |
| Comerica Bank | 203,152 | $14.0M | 0.07% | +203,152 | New |
| SEI Investments Co | 204,052 | $14.1M | 0.03% | −49,976−19.7% | Reduced |
| RK Capital Management, LLC | 204,100 | $14.1M | 3.33% | +72,600+55.2% | Added |
| ExodusPoint Capital Management, LP | 204,588 | $14.1M | 0.18% | +163,509+398.0% | Added |
| Legal & General Group Plc | 206,534 | $14.3M | 0.00% | −4,052−1.9% | Reduced |
| Goldman Sachs Group Inc | 210,382 | $14.5M | 0.00% | −9,241−4.2% | Reduced |
| JPMorgan Chase & Co | 216,433 | $14.9M | 0.00% | −26,359−10.9% | Reduced |
| Putnam Investments LLC | 220,122 | $15.2M | 0.02% | +2,779+1.3% | Added |
| Fort Washington Investment Advisors Inc | 222,400 | $15.4M | 0.12% | +53,020+31.3% | Added |
| D. E. Shaw & Co., Inc. | 227,658 | $15.7M | 0.03% | −47,918−17.4% | Reduced |
| Fisher Asset Management, LLC | 237,212 | $16.4M | 0.01% | −8,342−3.4% | Reduced |
| Panagora Asset Management Inc | 244,757 | $16.9M | 0.10% | −1,892−0.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 306,965 | $21.2M | 1.28% | −310.0% | Reduced |
| Frontier Capital Management Co LLC | 310,543 | $21.4M | 0.24% | −942−0.3% | Reduced |
| Principal Financial Group Inc | 315,864 | $21.8M | 0.02% | −16,513−5.0% | Reduced |
| Standard Life Aberdeen plc | 354,186 | $24.4M | 0.06% | +354,186 | New |
| Eagle Asset Management Inc | 355,307 | $24.5M | 0.15% | +5,050+1.4% | Added |
| Emerald Advisers, LLC | 377,935 | $26.1M | 1.26% | +20.0% | Added |
| Nuveen Asset Management, LLC | 416,479 | $28.7M | 0.01% | −159,415−27.7% | Reduced |
| Bank of America Corp | 418,217 | $28.9M | 0.00% | −12,408−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 456,885 | $31.5M | 0.12% | −25,384−5.3% | Reduced |
| Polar Capital Holdings Plc | 478,342 | $33.0M | 0.24% | −10,587−2.2% | Reduced |
| Norges Bank | 493,242 | $34.0M | 0.01% | −56,893−10.3% | Reduced |
| Ameriprise Financial Inc | 494,529 | $34.1M | 0.01% | −149,390−23.2% | Reduced |
| FMR LLC | 607,881 | $42.0M | 0.00% | +125,605+26.0% | Added |
| Royal Bank of Canada | 624,421 | $43.1M | 0.01% | +31,204+5.3% | Added |
| Millennium Management LLC | 638,307 | $44.1M | 0.05% | +335,986+111.1% | Added |
| Charles Schwab Investment Management Inc | 641,967 | $44.3M | 0.01% | +36,793+6.1% | Added |
| Bank of New York Mellon Corp | 696,575 | $48.1M | 0.01% | +66,944+10.6% | Added |
| Channing Capital Management, LLC | 708,157 | $48.9M | 1.61% | +90,631+14.7% | Added |
| Greenhouse Funds LLLP | 719,450 | $49.7M | 3.93% | +421,803+141.7% | Added |
| Northern Trust Corp | 719,716 | $49.7M | 0.01% | +11,967+1.7% | Added |
| Invesco Ltd. | 753,185 | $52.0M | 0.01% | −182,371−19.5% | Reduced |
| Price T Rowe Associates Inc | 817,163 | $56.4M | 0.01% | +2,573+0.3% | Added |
| Westwood Holdings Group Inc. | 839,903 | $58.0M | 0.54% | +495,300+143.7% | Added |
| Aristotle Capital Boston, LLC | 906,763 | $62.6M | 2.02% | −67,731−7.0% | Reduced |
| Morgan Stanley | 921,016 | $63.6M | 0.01% | −152,013−14.2% | Reduced |
| Loomis Sayles & Co L P | 1,031,173 | $71.2M | 0.12% | +212,256+25.9% | Added |
| Geode Capital Management, LLC | 1,193,925 | $82.4M | 0.01% | +50,017+4.4% | Added |
| Dimensional Fund Advisors LP | 1,265,637 | $87.4M | 0.03% | +8,969+0.7% | Added |
| Macquarie Group Ltd | 1,287,141 | $88.8M | 0.11% | +136,810+11.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,388,905 | $95.9M | 0.55% | +16,488+1.2% | Added |
| ArrowMark Colorado Holdings LLC | 1,565,423 | $108.0M | 1.31% | −259,896−14.2% | Reduced |
| State Street Corp | 2,103,865 | $145.2M | 0.01% | +23,257+1.1% | Added |
| Conestoga Capital Advisors, LLC | 2,139,943 | $147.7M | 2.54% | +45,675+2.2% | Added |
| William Blair Investment Management, LLC | 3,895,695 | $268.9M | 0.89% | +520,423+15.4% | Added |
| Vanguard Group Inc | 7,015,029 | $484.2M | 0.01% | +17,392+0.2% | Added |
| BlackRock Inc. | 9,968,354 | $688.0M | 0.02% | −246,202−2.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −71,390−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −65,248−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −50,918−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −44,508−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −41,120−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −37,643−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,673−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,549−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,092−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −22,685−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,119−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −21,250−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,206−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −14,299−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −13,374−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,780−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,725−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −12,058−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,058−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −9,820−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,317−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |