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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 4,446 | $337.7K | 0.02% | +4,446 | New |
| Crossmark Global Holdings, Inc. | 4,469 | $339.0K | 0.01% | −746−14.3% | Reduced |
| Guardian Asset Advisors, LLC | 4,520 | $343.3K | 0.32% | +4,520 | New |
| Nomura Holdings Inc | 4,558 | $346.2K | 0.00% | +4,558 | New |
| Aureus Asset Management, LLC | 4,804 | $364.9K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,159 | $391.9K | 0.06% | +5,159 | New |
| New York Life Investment Management LLC | 5,247 | $398.6K | 0.00% | −191−3.5% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $401.0K | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,999 | $404.9K | 0.00% | −1,816−26.6% | Reduced |
| Soltis Investment Advisors LLC | 5,354 | $406.7K | 0.05% | −150−2.7% | Reduced |
| Silver Oak Securities, Inc | 5,358 | $407.0K | 0.05% | +5,358 | New |
| Ameritas Investment Partners, Inc. | 5,888 | $447.3K | 0.02% | +236+4.2% | Added |
| Pictet Asset Management Holding SA | 6,327 | $480.6K | 0.00% | −6−0.1% | Reduced |
| Petrus Trust Company, LTA | 6,446 | $489.6K | 0.05% | +6,446 | New |
| First Trust Advisors LP | 6,837 | $519.3K | 0.00% | −29,780−81.3% | Reduced |
| Premier Fund Managers Ltd | 6,840 | $524.0K | 0.02% | +6,840 | New |
| Public Employees Retirement Association of Colorado | 7,233 | $549.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,397 | $561.9K | 0.01% | +842+12.8% | Added |
| Franklin Resources Inc | 7,644 | $580.6K | 0.00% | −74−1.0% | Reduced |
| Shell Asset Management Co | 7,689 | $584.0K | 0.03% | −2,313−23.1% | Reduced |
| Bank of Montreal | 7,732 | $596.9K | 0.00% | +170+2.2% | Added |
| AQR Capital Management LLC | 7,907 | $600.6K | 0.00% | −2,291−22.5% | Reduced |
| Zacks Investment Management | 8,242 | $626.1K | 0.01% | −668−7.5% | Reduced |
| Stifel Financial Corp | 8,313 | $631.5K | 0.00% | −181−2.1% | Reduced |
| Vise Technologies, Inc. | 8,496 | $645.4K | 0.14% | +4,749+126.7% | Added |
| Great Lakes Advisors, LLC | 8,840 | $671.5K | 0.01% | −1,863−17.4% | Reduced |
| Henshaw Capital LLC | 9,031 | $686.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 9,116 | $692.5K | 0.00% | +3,160+53.1% | Added |
| The PNC Financial Services Group, Inc. | 9,711 | $737.6K | 0.00% | −1,183−10.9% | Reduced |
| Mutual of America Capital Management LLC | 10,108 | $767.8K | 0.01% | +6+0.1% | Added |
| Everence Capital Management Inc | 10,140 | $770.0K | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,509 | $798.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,694 | $812.3K | 0.00% | +2,023+23.3% | Added |
| Diversified Trust Co | 10,716 | $814.0K | 0.03% | +566+5.6% | Added |
| HSBC Holdings PLC | 10,870 | $825.8K | 0.00% | +2,153+24.7% | Added |
| Allianz Asset Management GmbH | 10,989 | $834.7K | 0.00% | +7,104+182.9% | Added |
| Congress Asset Management Co | 11,493 | $873.0K | 0.01% | +11,493 | New |
| Vestcor Inc | 11,675 | $887.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,462 | $946.6K | 0.01% | −26,070−67.7% | Reduced |
| South Dakota Investment Council | 12,521 | $951.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,347 | $1.01M | 0.00% | +2,496+23.0% | Added |
| STRS Ohio | 13,700 | $1.04M | 0.00% | −4,100−23.0% | Reduced |
| Jennison Associates LLC | 13,766 | $1.05M | 0.00% | −757−5.2% | Reduced |
| Pathstone Holdings, LLC | 13,818 | $1.05M | 0.01% | +13,818 | New |
| Two Sigma Advisers, LP | 14,800 | $1.12M | 0.00% | −19,200−56.5% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,539 | $1.18M | 0.02% | −111,700−87.8% | Reduced |
| HRT Financial LP | 15,999 | $1.22M | 0.01% | −1,005−5.9% | Reduced |
| Arizona State Retirement System | 16,112 | $1.22M | 0.01% | −258−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 16,229 | $1.23M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,909 | $1.28M | 0.02% | −193−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 16,976 | $1.29M | 0.02% | +15,203+857.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.40M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 19,074 | $1.45M | 0.00% | +3,989+26.4% | Added |
| Shaolin Capital Management LLC | 19,150 | $1.45M | 0.05% | +19,150 | New |
| Captrust Financial Advisors | 19,928 | $1.51M | 0.01% | −5,579−21.9% | Reduced |
| Ensign Peak Advisors, Inc | 20,740 | $1.58M | 0.00% | +4,250+25.8% | Added |
| Maryland State Retirement & Pension System | 20,989 | $1.59M | 0.03% | −240−1.1% | Reduced |
| Weiss Asset Management LP | 22,100 | $1.68M | 0.12% | +22,100 | New |
| Bailard, Inc. | 22,133 | $1.68M | 0.05% | −900−3.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,800 | $1.73M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,997 | $1.82M | 0.01% | −13,342−35.7% | Reduced |
| Renaissance Group LLC | 24,550 | $1.86M | 0.08% | +144+0.6% | Added |
| Amalgamated Bank | 24,789 | $1.88M | 0.02% | −939−3.6% | Reduced |
| Blair William & Co | 24,848 | $1.89M | 0.01% | −75−0.3% | Reduced |
| Glenmede Trust Co NA | 26,997 | $2.05M | 0.01% | +380+1.4% | Added |
| Janus Henderson Group PLC | 27,023 | $2.05M | 0.00% | −44−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,681 | $2.18M | 0.00% | −1,635−5.4% | Reduced |
| Yousif Capital Management, LLC | 28,859 | $2.19M | 0.03% | +10.0% | Added |
| Louisiana State Employees Retirement System | 28,900 | $2.20M | 0.05% | −400−1.4% | Reduced |
| M&T Bank Corp | 29,223 | $2.22M | 0.01% | +11,512+65.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 29,241 | $2.22M | 0.01% | +13,259+83.0% | Added |
| MetLife Investment Management | 29,973 | $2.28M | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 30,581 | $2.32M | 0.16% | +1,712+5.9% | Added |
| HighTower Advisors, LLC | 30,556 | $2.33M | 0.00% | +1,092+3.7% | Added |
| Martingale Asset Management L P | 30,635 | $2.33M | 0.05% | −126−0.4% | Reduced |
| American International Group, Inc. | 30,985 | $2.35M | 0.01% | −257−0.8% | Reduced |
| ClariVest Asset Management LLC | 31,448 | $2.39M | 0.13% | +15,421+96.2% | Added |
| Mariner, LLC | 31,869 | $2.42M | 0.01% | +56+0.2% | Added |
| Trexquant Investment LP | 31,951 | $2.43M | 0.05% | +31,951 | New |
| State of Tennessee, Treasury Department | 32,676 | $2.48M | 0.01% | +949+3.0% | Added |
| BNP Paribas Arbitrage, SA | 34,090 | $2.59M | 0.00% | −2,305−6.3% | Reduced |
| LPL Financial LLC | 35,285 | $2.68M | 0.00% | +1,610+4.8% | Added |
| Illinois Municipal Retirement Fund | 35,386 | $2.69M | 0.04% | +2,257+6.8% | Added |
| State of New Jersey Common Pension Fund D | 35,481 | $2.70M | 0.01% | −2,276−6.0% | Reduced |
| State of Alaska, Department of Revenue | 35,528 | $2.70M | 0.03% | −357−1.0% | Reduced |
| UBS Group AG | 37,073 | $2.82M | 0.00% | +20,624+125.4% | Added |
| Citigroup Inc | 37,726 | $2.87M | 0.00% | +11,972+46.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.12M | 0.06% | +41,110 | New |
| Aristeia Capital LLC | 45,071 | $3.42M | 0.14% | +45,071 | New |
| Capstone Investment Advisors, LLC | 45,081 | $3.42M | 0.06% | +45,081 | New |
| Martin & Co Inc | 45,155 | $3.43M | 0.85% | −295−0.6% | Reduced |
| Wells Fargo & Company | 46,070 | $3.50M | 0.00% | +1,155+2.6% | Added |
| Natixis Advisors, L.P. | 46,621 | $3.54M | 0.01% | +5,468+13.3% | Added |
| Canada Pension Plan Investment Board | 47,600 | $3.62M | 0.00% | +47,600 | New |
| Two Sigma Investments, LP | 48,316 | $3.67M | 0.01% | +26,062+117.1% | Added |
| Texas Permanent School Fund | 49,887 | $3.79M | 0.03% | +939+1.9% | Added |
| Thrivent Financial for Lutherans | 51,460 | $3.91M | 0.01% | −1,264−2.4% | Reduced |
| American Capital Management Inc | 52,135 | $3.96M | 0.14% | 00.0% | Unchanged |
| Redwood Investments, LLC | 54,364 | $4.13M | 1.08% | −142,296−72.4% | Reduced |