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 |
|---|---|---|---|---|---|
| Natixis | 1 | $76 | 0.00% | −377−99.7% | Reduced |
| Tfo-TDC, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $228 | 0.00% | +3 | New |
| Abound Wealth Management | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6 | $456 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $456 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 10 | $760 | 0.00% | +1+11.1% | Added |
| AdvisorNet Financial, Inc | 11 | $836 | 0.00% | +4+57.1% | Added |
| EverSource Wealth Advisors, LLC | 13 | $987 | 0.00% | −36−73.5% | Reduced |
| Institutional & Family Asset Management, LLC | 13 | $987 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $2.05K | 0.00% | −14−34.1% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $2.43K | 0.00% | +1+3.2% | Added |
| EntryPoint Capital, LLC | 33 | $2.51K | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 36 | $2.73K | 0.00% | +36 | New |
| Cetera Trust Company, N.A | 38 | $2.89K | 0.00% | +38 | New |
| Bessemer Group Inc | 41 | $3.00K | 0.00% | +40+4,000.0% | Added |
| IFP Advisors, Inc | 41 | $3.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.27K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.44K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $3.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $4.25K | 0.00% | −4−6.7% | Reduced |
| Quantbot Technologies LP | 56 | $4.25K | 0.00% | +56 | New |
| LGT Financial Advisors LLC | 66 | $5.01K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 71 | $5.39K | 0.00% | +2+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 75 | $5.70K | 0.00% | −37−33.0% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $6.08K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 83 | $6.30K | 0.01% | −1,183−93.4% | Reduced |
| Private Trust Co NA | 108 | $8.20K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 113 | $8.58K | 0.00% | +83+276.7% | Added |
| Massmutual Trust Co FSB | 117 | $8.89K | 0.00% | −20−14.6% | Reduced |
| Covestor Ltd | 118 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $9.04K | 0.00% | −170−58.8% | Reduced |
| Principal Securities, Inc. | 138 | $10.5K | 0.00% | +138 | New |
| Signaturefd, LLC | 163 | $12.4K | 0.00% | +23+16.4% | Added |
| Key Financial Inc | 172 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $14.1K | 0.00% | −42−18.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 220 | $16.7K | 0.00% | +164+292.9% | Added |
| GAMMA Investing LLC | 225 | $17.6K | 0.00% | +225 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 231 | $18.0K | 0.01% | +231 | New |
| Robeco Institutional Asset Management B.V. | 254 | $19.3K | 0.00% | +254 | New |
| Eagle Bay Advisors LLC | 282 | $21.4K | 0.01% | −1,852−86.8% | Reduced |
| Hexagon Capital Partners LLC | 291 | $22.1K | 0.01% | +208+250.6% | Added |
| Valued Wealth Advisors LLC | 386 | $26.6K | 0.02% | +386 | New |
| Custom Portfolio Group LLC | 375 | $28.5K | 0.03% | +375 | New |
| Parallel Advisors, LLC | 397 | $30.2K | 0.00% | +212+114.6% | Added |
| Proequities, Inc. | 410 | $31.1K | 0.00% | +25+6.5% | Added |
| Tompkins Financial Corp | 500 | $38.0K | 0.00% | +500 | New |
| State of Wyoming | 552 | $41.9K | 0.01% | +127+29.9% | Added |
| Simplex Trading, LLC | 560 | $42.0K | 0.00% | +93+19.9% | Added |
| CWM, LLC | 587 | $45.0K | 0.00% | −206−26.0% | Reduced |
| Valley National Advisers Inc | 595 | $45.0K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 602 | $45.7K | 0.28% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 630 | $47.0K | 0.00% | −1,051−62.5% | Reduced |
| Tradition Wealth Management, LLC | 829 | $63.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $68.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,021 | $70.0K | 0.00% | +49+5.0% | Added |
| First Horizon Advisors, Inc. | 953 | $72.4K | 0.00% | +52+5.8% | Added |
| TD Private Client Wealth LLC | 1,061 | $80.6K | 0.00% | +118+12.5% | Added |
| Fifth Third Bancorp | 1,149 | $87.3K | 0.00% | −15−1.3% | Reduced |
| Huntington National Bank | 1,181 | $89.7K | 0.00% | +6+0.5% | Added |
| Globeflex Capital L P | 1,257 | $95.5K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,262 | $95.9K | 0.02% | +1,262 | New |
| KBC Group NV | 1,325 | $101.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,044 | $155.2K | 0.00% | −2,408−54.1% | Reduced |
| Quadrant Capital Group LLC | 2,126 | $161.5K | 0.01% | +803+60.7% | Added |
| SG Americas Securities, LLC | 2,132 | $162.0K | 0.00% | −11,314−84.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,707 | $205.6K | 0.00% | +2,707 | New |
| Vident Advisory, LLC | 2,728 | $207.2K | 0.01% | +2,728 | New |
| Cetera Advisor Networks LLC | 2,780 | $211.2K | 0.00% | −140−4.8% | Reduced |
| CI Private Wealth, LLC | 2,781 | $211.2K | 0.00% | +2,781 | New |
| Shelton Capital Management | 2,815 | $213.8K | 0.01% | +2,815 | New |
| Lido Advisors, LLC | 2,894 | $219.8K | 0.00% | −776−21.1% | Reduced |
| Engineers Gate Manager LP | 2,901 | $220.4K | 0.01% | −734−20.2% | Reduced |
| Man Group plc | 2,939 | $223.2K | 0.00% | – | – |
| Entropy Technologies, LP | 3,111 | $236.3K | 0.04% | +3,111 | New |
| Lindenwold Advisors | 3,116 | $236.7K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,225 | $245.0K | 0.00% | +97+3.1% | Added |
| Dakota Wealth Management | 3,251 | $246.9K | 0.01% | −144−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 3,259 | $248.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,275 | $248.8K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,348 | $254.3K | 0.00% | +3,348 | New |
| Evergreen Capital Management LLC | 3,354 | $254.8K | 0.01% | −251−7.0% | Reduced |
| Centiva Capital, LP | 3,390 | $257.5K | 0.02% | +3,390 | New |
| SageView Advisory Group, LLC | 3,262 | $257.7K | 0.01% | −1,200−26.9% | Reduced |
| Xponance, Inc. | 3,441 | $261.4K | 0.00% | +74+2.2% | Added |
| Mercer Global Advisors Inc | 3,502 | $266.0K | 0.00% | +67+2.0% | Added |
| Change Path, LLC | 3,628 | $276.0K | 0.02% | +3,628 | New |
| Profund Advisors LLC | 3,638 | $276.3K | 0.01% | +409+12.7% | Added |
| JustInvest LLC | 3,684 | $279.8K | 0.01% | +552+17.6% | Added |
| XTX Topco Ltd | 3,712 | $282.0K | 0.06% | −3,678−49.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,850 | $292.4K | 0.28% | +3,850 | New |
| ISAM Funds (UK) Ltd | 3,872 | $294.1K | 0.21% | +3,872 | New |
| Raymond James Trust N.A. | 4,043 | $307.1K | 0.01% | −18−0.4% | Reduced |
| Mackenzie Financial Corp | 4,078 | $309.8K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 4,089 | $310.6K | 0.00% | −3,400−45.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,142 | $314.6K | 0.00% | +9+0.2% | Added |
| US Bancorp | 4,193 | $318.5K | 0.00% | +289+7.4% | Added |
| Cim Investment Mangement Inc | 4,381 | $332.8K | 0.11% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,391 | $334.0K | 0.04% | +4,391 | New |