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 |
|---|---|---|---|---|---|
| Algert Global LLC | 34,396 | $2.37M | 0.11% | −35,354−50.7% | Reduced |
| Two Sigma Advisers, LP | 34,000 | $2.35M | 0.01% | −500−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 33,129 | $2.29M | 0.04% | +33,129 | New |
| LPL Financial LLC | 33,675 | $2.27M | 0.00% | +2,646+8.5% | Added |
| Mariner, LLC | 31,813 | $2.20M | 0.01% | +24,788+352.9% | Added |
| State of Tennessee, Treasury Department | 31,727 | $2.19M | 0.01% | −5,835−15.5% | Reduced |
| American International Group, Inc. | 31,242 | $2.16M | 0.01% | +667+2.2% | Added |
| Renaissance Technologies LLC | 30,912 | $2.13M | 0.00% | −24,800−44.5% | Reduced |
| Martingale Asset Management L P | 30,761 | $2.12M | 0.04% | −11,927−27.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,316 | $2.09M | 0.00% | +3,840+14.5% | Added |
| Manufacturers Life Insurance Company, The | 30,312 | $2.09M | 0.00% | +7,325+31.9% | Added |
| MetLife Investment Management | 29,973 | $2.07M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,464 | $2.04M | 0.00% | −23,697−44.6% | Reduced |
| Louisiana State Employees Retirement System | 29,300 | $2.02M | 0.05% | −900−3.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,106 | $2.01M | 0.18% | −407−1.4% | Reduced |
| Zions Bancorporation, N.A. | 28,869 | $1.99M | 0.17% | +270+0.9% | Added |
| Yousif Capital Management, LLC | 28,858 | $1.99M | 0.03% | −1,794−5.9% | Reduced |
| Janus Henderson Group PLC | 27,067 | $1.87M | 0.00% | +40.0% | Added |
| Glenmede Trust Co NA | 26,617 | $1.84M | 0.01% | +3,604+15.7% | Added |
| Citigroup Inc | 25,754 | $1.78M | 0.00% | −21,022−44.9% | Reduced |
| Amalgamated Bank | 25,728 | $1.78M | 0.02% | −355−1.4% | Reduced |
| Captrust Financial Advisors | 25,507 | $1.76M | 0.01% | +7,176+39.1% | Added |
| Blair William & Co | 24,923 | $1.72M | 0.01% | −438−1.7% | Reduced |
| Renaissance Group LLC | 24,406 | $1.68M | 0.08% | +310+1.3% | Added |
| Bailard, Inc. | 23,033 | $1.59M | 0.05% | −2,847−11.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,800 | $1.57M | 0.01% | −4,700−17.1% | Reduced |
| Two Sigma Investments, LP | 22,254 | $1.54M | 0.00% | −28,158−55.9% | Reduced |
| Maryland State Retirement & Pension System | 21,229 | $1.47M | 0.03% | −1,171−5.2% | Reduced |
| Virginia Retirement Systems Et Al | 19,400 | $1.34M | 0.01% | −500−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.27M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 17,800 | $1.23M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 17,711 | $1.22M | 0.00% | −3,419−16.2% | Reduced |
| Oregon Public Employees Retirement Fund | 17,102 | $1.18M | 0.02% | −780−4.4% | Reduced |
| HRT Financial LP | 17,004 | $1.17M | 0.01% | +17,004 | New |
| Ensign Peak Advisors, Inc | 16,490 | $1.14M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,449 | $1.14M | 0.00% | −28,974−63.8% | Reduced |
| Westover Capital Advisors, LLC | 16,445 | $1.14M | 0.41% | −5,981−26.7% | Reduced |
| Arizona State Retirement System | 16,370 | $1.13M | 0.01% | +236+1.5% | Added |
| State Board of Administration of Florida Retirement System | 16,229 | $1.12M | 0.00% | −3,715−18.6% | Reduced |
| ClariVest Asset Management LLC | 16,027 | $1.11M | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,982 | $1.10M | 0.01% | +10,088+171.2% | Added |
| Russell Investments Group, Ltd. | 15,085 | $1.04M | 0.00% | −22,767−60.1% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 14,523 | $1.00M | 0.00% | −6,798−31.9% | Reduced |
| SG Americas Securities, LLC | 13,446 | $928.0K | 0.01% | +13,446 | New |
| Susquehanna International Group, LLP | 12,983 | $896.1K | 0.00% | −11,031−45.9% | Reduced |
| South Dakota Investment Council | 12,521 | $864.0K | 0.02% | −200−1.6% | Reduced |
| Vestcor Inc | 11,675 | $806.0K | 0.03% | +4,295+58.2% | Added |
| The PNC Financial Services Group, Inc. | 10,894 | $751.9K | 0.00% | −1,456−11.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,851 | $748.9K | 0.00% | −4,119−27.5% | Reduced |
| Great Lakes Advisors, LLC | 10,703 | $738.7K | 0.01% | −12,624−54.1% | Reduced |
| Handelsbanken Fonder AB | 10,509 | $725.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,198 | $703.9K | 0.00% | −7,549−42.5% | Reduced |
| Diversified Trust Co | 10,150 | $700.6K | 0.03% | +292+3.0% | Added |
| Everence Capital Management Inc | 10,140 | $700.0K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,102 | $697.2K | 0.01% | −1,128−10.0% | Reduced |
| Shell Asset Management Co | 10,002 | $690.0K | 0.03% | −172−1.7% | Reduced |
| Henshaw Capital LLC | 9,031 | $623.3K | 0.04% | +3,339+58.7% | Added |
| Zacks Investment Management | 8,910 | $614.9K | 0.01% | −6−0.1% | Reduced |
| HSBC Holdings PLC | 8,717 | $601.1K | 0.00% | −20,508−70.2% | Reduced |
| ProShare Advisors LLC | 8,671 | $598.5K | 0.00% | −227−2.6% | Reduced |
| Stifel Financial Corp | 8,494 | $586.2K | 0.00% | −489−5.4% | Reduced |
| Franklin Resources Inc | 7,718 | $532.7K | 0.00% | +713+10.2% | Added |
| American Century Companies Inc | 7,489 | $516.9K | 0.00% | −8,700−53.7% | Reduced |
| Bank of Montreal | 7,562 | $516.3K | 0.00% | −472−5.9% | Reduced |
| XTX Topco Ltd | 7,390 | $510.1K | 0.09% | +7,390 | New |
| Public Employees Retirement Association of Colorado | 7,233 | $499.0K | 0.00% | −996−12.1% | Reduced |
| GWM Advisors LLC | 6,815 | $470.4K | 0.01% | +280+4.3% | Added |
| QRG Capital Management, Inc. | 6,555 | $452.4K | 0.01% | +6,555 | New |
| Pictet Asset Management Holding SA | 6,333 | $437.1K | 0.00% | +6,333 | New |
| Pathstone Family Office, LLC | 6,151 | $424.5K | 0.00% | +538+9.6% | Added |
| Aviva PLC | 6,094 | $420.6K | 0.00% | −10,711−63.7% | Reduced |
| Creative Planning | 5,956 | $411.1K | 0.00% | +558+10.3% | Added |
| Walleye Trading LLC | 5,893 | $406.7K | 0.01% | +5,893 | New |
| Ameritas Investment Partners, Inc. | 5,652 | $390.1K | 0.02% | +955+20.3% | Added |
| Soltis Investment Advisors LLC | 5,504 | $379.9K | 0.05% | +5,504 | New |
| Arrowstreet Capital, Limited Partnership | 5,467 | $377.0K | 0.00% | −19,826−78.4% | Reduced |
| New York Life Investment Management LLC | 5,438 | $375.3K | 0.00% | −636−10.5% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $364.4K | 0.25% | −7,460−58.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,215 | $358.0K | 0.01% | −1,851−26.2% | Reduced |
| Aigen Investment Management, LP | 5,114 | $353.0K | 0.07% | +2,656+108.1% | Added |
| TD Asset Management Inc | 4,900 | $338.2K | 0.00% | −4,400−47.3% | Reduced |
| Aureus Asset Management, LLC | 4,804 | $331.6K | 0.03% | +4,804 | New |
| SageView Advisory Group, LLC | 4,462 | $308.0K | 0.02% | +36+0.8% | Added |
| Advisor Group Holdings, Inc. | 4,452 | $307.3K | 0.00% | −22,521−83.5% | Reduced |
| Cim Investment Mangement Inc | 4,381 | $302.4K | 0.11% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,256 | $293.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,181 | $289.0K | 0.00% | +23+0.6% | Added |
| Nisa Investment Advisors, LLC | 4,133 | $285.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,061 | $280.3K | 0.01% | −204−4.8% | Reduced |
| Mackenzie Financial Corp | 4,078 | $274.3K | 0.00% | −407−9.1% | Reduced |
| US Bancorp | 3,904 | $269.5K | 0.00% | −427−9.9% | Reduced |
| Allianz Asset Management GmbH | 3,885 | $268.1K | 0.00% | +3,885 | New |
| Vise Technologies, Inc. | 3,747 | $258.6K | 0.06% | +839+28.9% | Added |
| Gsa Capital Partners LLP | 3,744 | $258.0K | 0.02% | +1,066+39.8% | Added |
| Advisor Partners II, LLC | 3,704 | $255.7K | 0.01% | +271+7.9% | Added |
| Lido Advisors, LLC | 3,670 | $253.3K | 0.00% | +3,670 | New |
| Engineers Gate Manager LP | 3,635 | $250.9K | 0.01% | −4,251−53.9% | Reduced |
| MQS Management LLC | 3,619 | $249.8K | 0.15% | −342−8.6% | Reduced |
| Evergreen Capital Management LLC | 3,605 | $248.8K | 0.01% | −35−1.0% | Reduced |