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, Q4 2023
Institutional positions in Merit Medical Systems Inc as of Dec 31, 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
- 289
- +22 vs. Q3 2023
- Shares held
- 57.6M
- +2.13M (+3.8%) vs. Q3 2023
- Total value
- $4.37B
- +$543.3M (+14.2%) vs. Q3 2023
- New holders
- 46
- 108 more added
- Sold out
- 24
- 94 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,998,382 | $759.5M | 0.02% | +30,028+0.3% | Added |
| Vanguard Group Inc | 6,884,723 | $523.0M | 0.01% | −130,306−1.9% | Reduced |
| William Blair Investment Management, LLC | 3,791,089 | $288.0M | 0.84% | −104,606−2.7% | Reduced |
| State Street Corp | 2,224,650 | $169.0M | 0.01% | +120,785+5.7% | Added |
| ArrowMark Colorado Holdings LLC | 2,192,044 | $166.5M | 1.84% | +626,621+40.0% | Added |
| Conestoga Capital Advisors, LLC | 2,151,938 | $163.5M | 2.45% | +11,995+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,419,621 | $107.8M | 0.55% | +30,716+2.2% | Added |
| Dimensional Fund Advisors LP | 1,306,702 | $99.3M | 0.03% | +41,065+3.2% | Added |
| Macquarie Group Ltd | 1,281,519 | $97.3M | 0.11% | −5,622−0.4% | Reduced |
| Morgan Stanley | 1,269,537 | $96.4M | 0.01% | +348,521+37.8% | Added |
| Geode Capital Management, LLC | 1,251,758 | $95.1M | 0.01% | +57,833+4.8% | Added |
| Loomis Sayles & Co L P | 1,081,000 | $82.1M | 0.13% | +49,827+4.8% | Added |
| Aristotle Capital Boston, LLC | 869,484 | $66.0M | 2.02% | −37,279−4.1% | Reduced |
| Price T Rowe Associates Inc | 816,766 | $62.0M | 0.01% | −3970.0% | Reduced |
| Invesco Ltd. | 801,158 | $60.9M | 0.01% | +47,973+6.4% | Added |
| Westwood Holdings Group Inc. | 748,350 | $56.8M | 0.48% | −91,553−10.9% | Reduced |
| Bank of New York Mellon Corp | 745,279 | $56.6M | 0.01% | +48,704+7.0% | Added |
| Channing Capital Management, LLC | 728,188 | $55.3M | 1.63% | +20,031+2.8% | Added |
| Greenhouse Funds LLLP | 723,867 | $55.0M | 3.74% | +4,417+0.6% | Added |
| Northern Trust Corp | 713,738 | $54.2M | 0.01% | −5,978−0.8% | Reduced |
| FMR LLC | 674,637 | $51.2M | 0.00% | +66,756+11.0% | Added |
| Millennium Management LLC | 662,255 | $50.3M | 0.05% | +23,948+3.8% | Added |
| Charles Schwab Investment Management Inc | 652,626 | $49.6M | 0.01% | +10,659+1.7% | Added |
| Royal Bank of Canada | 650,186 | $49.4M | 0.01% | +25,765+4.1% | Added |
| Ameriprise Financial Inc | 593,851 | $45.1M | 0.01% | +99,322+20.1% | Added |
| Rockefeller Capital Management L.P. | 552,205 | $41.9M | 0.14% | +95,320+20.9% | Added |
| Norges Bank | 502,434 | $38.2M | 0.01% | +9,192+1.9% | Added |
| Polar Capital Holdings Plc | 478,342 | $36.3M | 0.25% | 00.0% | Unchanged |
| Bank of America Corp | 449,573 | $34.1M | 0.00% | +31,356+7.5% | Added |
| Standard Life Aberdeen plc | 400,521 | $30.4M | 0.07% | +46,335+13.1% | Added |
| Eagle Asset Management Inc | 374,984 | $28.5M | 0.15% | +19,677+5.5% | Added |
| Emerald Advisers, LLC | 371,611 | $28.2M | 1.21% | −6,324−1.7% | Reduced |
| Nuveen Asset Management, LLC | 421,204 | $27.6M | 0.01% | +4,725+1.1% | Added |
| Principal Financial Group Inc | 311,285 | $23.6M | 0.02% | −4,579−1.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 307,203 | $23.3M | 1.24% | +238+0.1% | Added |
| Voya Investment Management LLC | 282,485 | $21.5M | 0.02% | +187,261+196.7% | Added |
| Manufacturers Life Insurance Company, The | 278,452 | $21.2M | 0.01% | +248,140+818.6% | Added |
| Frontier Capital Management Co LLC | 248,779 | $18.9M | 0.19% | −61,764−19.9% | Reduced |
| RK Capital Management, LLC | 246,000 | $18.7M | 3.98% | +41,900+20.5% | Added |
| Panagora Asset Management Inc | 242,598 | $18.4M | 0.10% | −2,159−0.9% | Reduced |
| JPMorgan Chase & Co | 228,476 | $17.4M | 0.00% | +12,043+5.6% | Added |
| Fisher Asset Management, LLC | 221,205 | $16.8M | 0.01% | −16,007−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 205,514 | $15.6M | 0.02% | −22,144−9.7% | Reduced |
| Legal & General Group Plc | 205,172 | $15.6M | 0.00% | −1,362−0.7% | Reduced |
| Putnam Investments LLC | 204,282 | $15.5M | 0.02% | −15,840−7.2% | Reduced |
| Comerica Bank | 204,109 | $15.5M | 0.07% | +957+0.5% | Added |
| ExodusPoint Capital Management, LP | 200,317 | $15.2M | 0.19% | −4,271−2.1% | Reduced |
| SEI Investments Co | 198,885 | $15.1M | 0.02% | −5,167−2.5% | Reduced |
| New York State Common Retirement Fund | 193,039 | $14.7M | 0.02% | +2,649+1.4% | Added |
| Goldman Sachs Group Inc | 180,543 | $13.7M | 0.00% | −29,839−14.2% | Reduced |
| Citadel Advisors LLC | 171,729 | $13.0M | 0.01% | +98,325+134.0% | Added |
| Rhumbline Advisers | 166,264 | $12.6M | 0.01% | +1,707+1.0% | Added |
| Fort Washington Investment Advisors Inc | 165,760 | $12.6M | 0.09% | −56,640−25.5% | Reduced |
| Amundi | 154,415 | $12.0M | 0.01% | −5,619−3.5% | Reduced |
| Envestnet Asset Management Inc | 146,888 | $11.2M | 0.00% | +4,950+3.5% | Added |
| Mesirow Institutional Investment Management, Inc. | 134,016 | $10.2M | 0.95% | +12,971+10.7% | Added |
| Raymond James & Associates | 123,739 | $9.40M | 0.01% | −15,599−11.2% | Reduced |
| Public Sector Pension Investment Board | 119,844 | $9.10M | 0.07% | +48,608+68.2% | Added |
| Susquehanna International Group, LLP | 116,182 | $8.83M | 0.01% | +103,199+794.9% | Added |
| Swiss National Bank | 113,500 | $8.62M | 0.01% | −12,900−10.2% | Reduced |
| Trillium Asset Management, LLC | 110,687 | $8.41M | 0.23% | +12,813+13.1% | Added |
| Oberweis Asset Management Inc | 107,090 | $8.13M | 0.76% | +11,430+11.9% | Added |
| Barclays PLC | 104,722 | $7.95M | 0.00% | +59,813+133.2% | Added |
| Axiom Investors LLC | 101,993 | $7.75M | 0.08% | +56,709+125.2% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $7.60M | 0.02% | +100,000 | New |
| Public Employees Retirement System of Ohio | 97,072 | $7.37M | 0.03% | −6,027−5.8% | Reduced |
| Chartwell Investment Partners, LLC | 93,824 | $7.13M | 0.25% | −15,129−13.9% | Reduced |
| State of Wisconsin Investment Board | 91,002 | $6.91M | 0.02% | +24,561+37.0% | Added |
| Point72 Asset Management, L.P. | 86,334 | $6.56M | 0.02% | +86,334 | New |
| Credit Suisse AG | 83,332 | $6.33M | 0.01% | +8,101+10.8% | Added |
| California Public Employees Retirement System | 81,751 | $6.21M | 0.00% | +3,636+4.7% | Added |
| New York State Teachers Retirement System | 81,373 | $6.18M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 78,837 | $5.99M | 0.08% | +41,669+112.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 76,200 | $5.79M | 0.11% | +76,200 | New |
| UBS Asset Management Americas Inc | 71,994 | $5.47M | 0.00% | +3,559+5.2% | Added |
| Deutsche Bank AG | 70,640 | $5.37M | 0.00% | −224−0.3% | Reduced |
| Victory Capital Management Inc | 70,396 | $5.35M | 0.01% | −16,696−19.2% | Reduced |
| Alliancebernstein L.P. | 69,674 | $5.29M | 0.00% | +920+1.3% | Added |
| Ami Asset Management Corp | 68,983 | $5.24M | 0.29% | −1,954−2.8% | Reduced |
| Prudential Financial Inc | 68,230 | $5.18M | 0.01% | −1,032−1.5% | Reduced |
| Bridgewater Associates, LP | 67,822 | $5.15M | 0.03% | +30,388+81.2% | Added |
| Jane Street Group, LLC | 66,722 | $5.07M | 0.01% | +66,722 | New |
| AXA S.A. | 64,087 | $4.87M | 0.02% | +87+0.1% | Added |
| California State Teachers Retirement System | 60,703 | $4.61M | 0.01% | −2,690−4.2% | Reduced |
| Great West Life Assurance Co | 59,022 | $4.47M | 0.01% | −1,954−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 56,629 | $4.30M | 0.28% | +27,523+94.6% | Added |
| Ziegler Capital Management, LLC | 56,166 | $4.27M | 0.19% | −102,463−64.6% | Reduced |
| Algert Global LLC | 55,946 | $4.25M | 0.17% | +21,550+62.7% | Added |
| Allspring Global Investments Holdings, LLC | 54,391 | $4.13M | 0.01% | −23,649−30.3% | Reduced |
| Redwood Investments, LLC | 54,364 | $4.13M | 1.08% | −142,296−72.4% | Reduced |
| American Capital Management Inc | 52,135 | $3.96M | 0.14% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 51,460 | $3.91M | 0.01% | −1,264−2.4% | Reduced |
| Texas Permanent School Fund | 49,887 | $3.79M | 0.03% | +939+1.9% | Added |
| Two Sigma Investments, LP | 48,316 | $3.67M | 0.01% | +26,062+117.1% | Added |
| Canada Pension Plan Investment Board | 47,600 | $3.62M | 0.00% | +47,600 | New |
| Natixis Advisors, L.P. | 46,621 | $3.54M | 0.01% | +5,468+13.3% | Added |
| Wells Fargo & Company | 46,070 | $3.50M | 0.00% | +1,155+2.6% | Added |
| Martin & Co Inc | 45,155 | $3.43M | 0.85% | −295−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 45,081 | $3.42M | 0.06% | +45,081 | New |
| Aristeia Capital LLC | 45,071 | $3.42M | 0.14% | +45,071 | New |