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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 54,391 | $4.13M | 0.01% | −23,649−30.3% | Reduced |
| Algert Global LLC | 55,946 | $4.25M | 0.17% | +21,550+62.7% | Added |
| Ziegler Capital Management, LLC | 56,166 | $4.27M | 0.19% | −102,463−64.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 56,629 | $4.30M | 0.28% | +27,523+94.6% | Added |
| Great West Life Assurance Co | 59,022 | $4.47M | 0.01% | −1,954−3.2% | Reduced |
| California State Teachers Retirement System | 60,703 | $4.61M | 0.01% | −2,690−4.2% | Reduced |
| AXA S.A. | 64,087 | $4.87M | 0.02% | +87+0.1% | Added |
| Jane Street Group, LLC | 66,722 | $5.07M | 0.01% | +66,722 | New |
| Bridgewater Associates, LP | 67,822 | $5.15M | 0.03% | +30,388+81.2% | Added |
| Prudential Financial Inc | 68,230 | $5.18M | 0.01% | −1,032−1.5% | Reduced |
| Ami Asset Management Corp | 68,983 | $5.24M | 0.29% | −1,954−2.8% | Reduced |
| Alliancebernstein L.P. | 69,674 | $5.29M | 0.00% | +920+1.3% | Added |
| Victory Capital Management Inc | 70,396 | $5.35M | 0.01% | −16,696−19.2% | Reduced |
| Deutsche Bank AG | 70,640 | $5.37M | 0.00% | −224−0.3% | Reduced |
| UBS Asset Management Americas Inc | 71,994 | $5.47M | 0.00% | +3,559+5.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 76,200 | $5.79M | 0.11% | +76,200 | New |
| Tudor Investment Corp Et Al | 78,837 | $5.99M | 0.08% | +41,669+112.1% | Added |
| New York State Teachers Retirement System | 81,373 | $6.18M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 81,751 | $6.21M | 0.00% | +3,636+4.7% | Added |
| Credit Suisse AG | 83,332 | $6.33M | 0.01% | +8,101+10.8% | Added |
| Point72 Asset Management, L.P. | 86,334 | $6.56M | 0.02% | +86,334 | New |
| State of Wisconsin Investment Board | 91,002 | $6.91M | 0.02% | +24,561+37.0% | Added |
| Chartwell Investment Partners, LLC | 93,824 | $7.13M | 0.25% | −15,129−13.9% | Reduced |
| Public Employees Retirement System of Ohio | 97,072 | $7.37M | 0.03% | −6,027−5.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,000 | $7.60M | 0.02% | +100,000 | New |
| Axiom Investors LLC | 101,993 | $7.75M | 0.08% | +56,709+125.2% | Added |
| Barclays PLC | 104,722 | $7.95M | 0.00% | +59,813+133.2% | Added |
| Oberweis Asset Management Inc | 107,090 | $8.13M | 0.76% | +11,430+11.9% | Added |
| Trillium Asset Management, LLC | 110,687 | $8.41M | 0.23% | +12,813+13.1% | Added |
| Swiss National Bank | 113,500 | $8.62M | 0.01% | −12,900−10.2% | Reduced |
| Susquehanna International Group, LLP | 116,182 | $8.83M | 0.01% | +103,199+794.9% | Added |
| Public Sector Pension Investment Board | 119,844 | $9.10M | 0.07% | +48,608+68.2% | Added |
| Raymond James & Associates | 123,739 | $9.40M | 0.01% | −15,599−11.2% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 134,016 | $10.2M | 0.95% | +12,971+10.7% | Added |
| Envestnet Asset Management Inc | 146,888 | $11.2M | 0.00% | +4,950+3.5% | Added |
| Amundi | 154,415 | $12.0M | 0.01% | −5,619−3.5% | Reduced |
| Fort Washington Investment Advisors Inc | 165,760 | $12.6M | 0.09% | −56,640−25.5% | Reduced |
| Rhumbline Advisers | 166,264 | $12.6M | 0.01% | +1,707+1.0% | Added |
| Citadel Advisors LLC | 171,729 | $13.0M | 0.01% | +98,325+134.0% | Added |
| Goldman Sachs Group Inc | 180,543 | $13.7M | 0.00% | −29,839−14.2% | Reduced |
| New York State Common Retirement Fund | 193,039 | $14.7M | 0.02% | +2,649+1.4% | Added |
| SEI Investments Co | 198,885 | $15.1M | 0.02% | −5,167−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 200,317 | $15.2M | 0.19% | −4,271−2.1% | Reduced |
| Comerica Bank | 204,109 | $15.5M | 0.07% | +957+0.5% | Added |
| Putnam Investments LLC | 204,282 | $15.5M | 0.02% | −15,840−7.2% | Reduced |
| Legal & General Group Plc | 205,172 | $15.6M | 0.00% | −1,362−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 205,514 | $15.6M | 0.02% | −22,144−9.7% | Reduced |
| Fisher Asset Management, LLC | 221,205 | $16.8M | 0.01% | −16,007−6.7% | Reduced |
| JPMorgan Chase & Co | 228,476 | $17.4M | 0.00% | +12,043+5.6% | Added |
| Panagora Asset Management Inc | 242,598 | $18.4M | 0.10% | −2,159−0.9% | Reduced |
| RK Capital Management, LLC | 246,000 | $18.7M | 3.98% | +41,900+20.5% | Added |
| Frontier Capital Management Co LLC | 248,779 | $18.9M | 0.19% | −61,764−19.9% | Reduced |
| Manufacturers Life Insurance Company, The | 278,452 | $21.2M | 0.01% | +248,140+818.6% | Added |
| Voya Investment Management LLC | 282,485 | $21.5M | 0.02% | +187,261+196.7% | Added |
| Emerald Mutual Fund Advisers Trust | 307,203 | $23.3M | 1.24% | +238+0.1% | Added |
| Principal Financial Group Inc | 311,285 | $23.6M | 0.02% | −4,579−1.4% | Reduced |
| Nuveen Asset Management, LLC | 421,204 | $27.6M | 0.01% | +4,725+1.1% | Added |
| Emerald Advisers, LLC | 371,611 | $28.2M | 1.21% | −6,324−1.7% | Reduced |
| Eagle Asset Management Inc | 374,984 | $28.5M | 0.15% | +19,677+5.5% | Added |
| Standard Life Aberdeen plc | 400,521 | $30.4M | 0.07% | +46,335+13.1% | Added |
| Bank of America Corp | 449,573 | $34.1M | 0.00% | +31,356+7.5% | Added |
| Polar Capital Holdings Plc | 478,342 | $36.3M | 0.25% | 00.0% | Unchanged |
| Norges Bank | 502,434 | $38.2M | 0.01% | +9,192+1.9% | Added |
| Rockefeller Capital Management L.P. | 552,205 | $41.9M | 0.14% | +95,320+20.9% | Added |
| Ameriprise Financial Inc | 593,851 | $45.1M | 0.01% | +99,322+20.1% | Added |
| Royal Bank of Canada | 650,186 | $49.4M | 0.01% | +25,765+4.1% | Added |
| Charles Schwab Investment Management Inc | 652,626 | $49.6M | 0.01% | +10,659+1.7% | Added |
| Millennium Management LLC | 662,255 | $50.3M | 0.05% | +23,948+3.8% | Added |
| FMR LLC | 674,637 | $51.2M | 0.00% | +66,756+11.0% | Added |
| Northern Trust Corp | 713,738 | $54.2M | 0.01% | −5,978−0.8% | Reduced |
| Greenhouse Funds LLLP | 723,867 | $55.0M | 3.74% | +4,417+0.6% | Added |
| Channing Capital Management, LLC | 728,188 | $55.3M | 1.63% | +20,031+2.8% | Added |
| Bank of New York Mellon Corp | 745,279 | $56.6M | 0.01% | +48,704+7.0% | Added |
| Westwood Holdings Group Inc. | 748,350 | $56.8M | 0.48% | −91,553−10.9% | Reduced |
| Invesco Ltd. | 801,158 | $60.9M | 0.01% | +47,973+6.4% | Added |
| Price T Rowe Associates Inc | 816,766 | $62.0M | 0.01% | −3970.0% | Reduced |
| Aristotle Capital Boston, LLC | 869,484 | $66.0M | 2.02% | −37,279−4.1% | Reduced |
| Loomis Sayles & Co L P | 1,081,000 | $82.1M | 0.13% | +49,827+4.8% | Added |
| Geode Capital Management, LLC | 1,251,758 | $95.1M | 0.01% | +57,833+4.8% | Added |
| Morgan Stanley | 1,269,537 | $96.4M | 0.01% | +348,521+37.8% | Added |
| Macquarie Group Ltd | 1,281,519 | $97.3M | 0.11% | −5,622−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,306,702 | $99.3M | 0.03% | +41,065+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,419,621 | $107.8M | 0.55% | +30,716+2.2% | Added |
| Conestoga Capital Advisors, LLC | 2,151,938 | $163.5M | 2.45% | +11,995+0.6% | Added |
| ArrowMark Colorado Holdings LLC | 2,192,044 | $166.5M | 1.84% | +626,621+40.0% | Added |
| State Street Corp | 2,224,650 | $169.0M | 0.01% | +120,785+5.7% | Added |
| William Blair Investment Management, LLC | 3,791,089 | $288.0M | 0.84% | −104,606−2.7% | Reduced |
| Vanguard Group Inc | 6,884,723 | $523.0M | 0.01% | −130,306−1.9% | Reduced |
| BlackRock Inc. | 9,998,382 | $759.5M | 0.02% | +30,028+0.3% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −136,011−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −68,878−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −65,880−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,912−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −16,445−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,114−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |