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 |
|---|---|---|---|---|---|
| Man Group plc | – | $237.2K | 0.00% | – | – |
| Mercer Global Advisors Inc | 3,435 | $237.0K | 0.00% | −447−11.5% | Reduced |
| Bayesian Capital Management, LP | 3,421 | $236.1K | 0.03% | +3,421 | New |
| Dakota Wealth Management | 3,395 | $234.3K | 0.01% | +313+10.2% | Added |
| Xponance, Inc. | 3,367 | $232.4K | 0.00% | +30+0.9% | Added |
| Metropolitan Life Insurance Co | 3,275 | $226.0K | 0.01% | +169+5.4% | Added |
| FDx Advisors, Inc. | 3,280 | $226.0K | 0.02% | −1,969−37.5% | Reduced |
| Peapack Gladstone Financial Corp | 3,259 | $225.0K | 0.00% | +35+1.1% | Added |
| Profund Advisors LLC | 3,229 | $222.9K | 0.01% | −157−4.6% | Reduced |
| JustInvest LLC | 3,132 | $216.2K | 0.01% | −1,101−26.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,128 | $215.9K | 0.00% | −1,090−25.8% | Reduced |
| Lindenwold Advisors | 3,116 | $215.1K | 0.13% | +60+2.0% | Added |
| Cetera Advisor Networks LLC | 2,920 | $201.5K | 0.00% | +2,920 | New |
| Eagle Bay Advisors LLC | 2,134 | $147.3K | 0.07% | +162+8.2% | Added |
| Tower Research Capital LLC (TRC) | 1,773 | $122.4K | 0.00% | +194+12.3% | Added |
| Lazard Asset Management LLC | 1,681 | $115.0K | 0.00% | +326+24.1% | Added |
| Quadrant Capital Group LLC | 1,323 | $91.3K | 0.01% | +22+1.7% | Added |
| KBC Group NV | 1,325 | $91.0K | 0.00% | −3,143−70.3% | Reduced |
| West Tower Group, LLC | 1,266 | $87.4K | 0.05% | +599+89.8% | Added |
| Globeflex Capital L P | 1,257 | $86.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,175 | $81.1K | 0.00% | +37+3.3% | Added |
| Ronald Blue Trust, Inc. | 972 | $81.0K | 0.00% | +697+253.5% | Added |
| Fifth Third Bancorp | 1,164 | $80.3K | 0.00% | −26−2.2% | Reduced |
| DekaBank Deutsche Girozentrale | 986 | $67.0K | 0.00% | +986 | New |
| TD Private Client Wealth LLC | 943 | $65.1K | 0.00% | −63−6.3% | Reduced |
| First Horizon Advisors, Inc. | 901 | $62.2K | 0.00% | −261−22.5% | Reduced |
| Archer Investment Corp | 900 | $62.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 829 | $57.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 793 | $55.0K | 0.00% | +37+4.9% | Added |
| Virtus Fund Advisers, LLC | 602 | $41.5K | 0.29% | 00.0% | Unchanged |
| Valley National Advisers Inc | 595 | $41.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 593 | $40.9K | 0.02% | +593 | New |
| Simplex Trading, LLC | 467 | $32.0K | 0.00% | +336+256.5% | Added |
| State of Wyoming | 425 | $29.3K | 0.01% | +92+27.6% | Added |
| Proequities, Inc. | 385 | $26.6K | 0.00% | −5−1.3% | Reduced |
| Natixis | 378 | $26.1K | 0.00% | −158−29.5% | Reduced |
| Parkside Financial Bank & Trust | 289 | $19.9K | 0.00% | +2+0.7% | Added |
| Lindbrook Capital, LLC | 228 | $15.7K | 0.00% | +64+39.0% | Added |
| GHP Investment Advisors, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 185 | $12.8K | 0.00% | +115+164.3% | Added |
| Key Financial Inc | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 140 | $9.66K | 0.00% | −280−66.7% | Reduced |
| Massmutual Trust Co FSB | 137 | $9.46K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $8.00K | 0.01% | −1−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 112 | $7.73K | 0.00% | −35−23.8% | Reduced |
| Private Trust Co NA | 108 | $7.45K | 0.00% | +69+176.9% | Added |
| VitalStone Financial, LLC | 94 | $7.00K | 0.01% | +94 | New |
| Hexagon Capital Partners LLC | 83 | $5.73K | 0.00% | +24+40.7% | Added |
| Hillsdale Investment Management Inc. | 80 | $5.52K | 0.00% | +30+60.0% | Added |
| Whittier Trust Co of Nevada Inc | 69 | $4.76K | 0.00% | +69 | New |
| LGT Financial Advisors LLC | 66 | $4.55K | 0.01% | +66 | New |
| Allworth Financial LP | 60 | $4.14K | 0.00% | +4+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 56 | $3.87K | 0.00% | −100−64.1% | Reduced |
| EverSource Wealth Advisors, LLC | 49 | $3.38K | 0.00% | −33−40.2% | Reduced |
| Central Trust Co | 47 | $3.24K | 0.00% | +47 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.17K | 0.00% | +46 | New |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $2.67K | 0.00% | −15−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $2.14K | 0.00% | −2−6.1% | Reduced |
| Bokf, NA | 30 | $2.06K | 0.00% | +30 | New |
| RFP Financial Group LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $1.00K | 0.00% | +26 | New |
| Institutional & Family Asset Management, LLC | 13 | $897 | 0.00% | +4+44.4% | Added |
| SJS Investment Consulting Inc. | 9 | $622 | 0.00% | −4−30.8% | Reduced |
| AdvisorNet Financial, Inc | 7 | $483 | 0.00% | −3−30.0% | Reduced |
| Abound Wealth Management | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $31 | 0.00% | −84−100.0% | Reduced |
| Bessemer Group Inc | 1 | $0 | 0.00% | −46−97.9% | 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 |