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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,334−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −6,221−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |