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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.12M | 0.06% | +41,110 | New |
| Citigroup Inc | 37,726 | $2.87M | 0.00% | +11,972+46.5% | Added |
| UBS Group AG | 37,073 | $2.82M | 0.00% | +20,624+125.4% | Added |
| State of Alaska, Department of Revenue | 35,528 | $2.70M | 0.03% | −357−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 35,481 | $2.70M | 0.01% | −2,276−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 35,386 | $2.69M | 0.04% | +2,257+6.8% | Added |
| LPL Financial LLC | 35,285 | $2.68M | 0.00% | +1,610+4.8% | Added |
| BNP Paribas Arbitrage, SA | 34,090 | $2.59M | 0.00% | −2,305−6.3% | Reduced |
| State of Tennessee, Treasury Department | 32,676 | $2.48M | 0.01% | +949+3.0% | Added |
| Trexquant Investment LP | 31,951 | $2.43M | 0.05% | +31,951 | New |
| Mariner, LLC | 31,869 | $2.42M | 0.01% | +56+0.2% | Added |
| ClariVest Asset Management LLC | 31,448 | $2.39M | 0.13% | +15,421+96.2% | Added |
| American International Group, Inc. | 30,985 | $2.35M | 0.01% | −257−0.8% | Reduced |
| Martingale Asset Management L P | 30,635 | $2.33M | 0.05% | −126−0.4% | Reduced |
| HighTower Advisors, LLC | 30,556 | $2.33M | 0.00% | +1,092+3.7% | Added |
| Zions Bancorporation, N.A. | 30,581 | $2.32M | 0.16% | +1,712+5.9% | Added |
| MetLife Investment Management | 29,973 | $2.28M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 29,241 | $2.22M | 0.01% | +13,259+83.0% | Added |
| M&T Bank Corp | 29,223 | $2.22M | 0.01% | +11,512+65.0% | Added |
| Louisiana State Employees Retirement System | 28,900 | $2.20M | 0.05% | −400−1.4% | Reduced |
| Yousif Capital Management, LLC | 28,859 | $2.19M | 0.03% | +10.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,681 | $2.18M | 0.00% | −1,635−5.4% | Reduced |
| Janus Henderson Group PLC | 27,023 | $2.05M | 0.00% | −44−0.2% | Reduced |
| Glenmede Trust Co NA | 26,997 | $2.05M | 0.01% | +380+1.4% | Added |
| Blair William & Co | 24,848 | $1.89M | 0.01% | −75−0.3% | Reduced |
| Amalgamated Bank | 24,789 | $1.88M | 0.02% | −939−3.6% | Reduced |
| Renaissance Group LLC | 24,550 | $1.86M | 0.08% | +144+0.6% | Added |
| Teacher Retirement System of Texas | 23,997 | $1.82M | 0.01% | −13,342−35.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,800 | $1.73M | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 22,133 | $1.68M | 0.05% | −900−3.9% | Reduced |
| Weiss Asset Management LP | 22,100 | $1.68M | 0.12% | +22,100 | New |
| Maryland State Retirement & Pension System | 20,989 | $1.59M | 0.03% | −240−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 20,740 | $1.58M | 0.00% | +4,250+25.8% | Added |
| Captrust Financial Advisors | 19,928 | $1.51M | 0.01% | −5,579−21.9% | Reduced |
| Shaolin Capital Management LLC | 19,150 | $1.45M | 0.05% | +19,150 | New |
| Russell Investments Group, Ltd. | 19,074 | $1.45M | 0.00% | +3,989+26.4% | Added |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.40M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,976 | $1.29M | 0.02% | +15,203+857.5% | Added |
| Oregon Public Employees Retirement Fund | 16,909 | $1.28M | 0.02% | −193−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 16,229 | $1.23M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,112 | $1.22M | 0.01% | −258−1.6% | Reduced |
| HRT Financial LP | 15,999 | $1.22M | 0.01% | −1,005−5.9% | Reduced |
| Walleye Capital LLC | 15,539 | $1.18M | 0.02% | −111,700−87.8% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,800 | $1.12M | 0.00% | −19,200−56.5% | Reduced |
| Pathstone Holdings, LLC | 13,818 | $1.05M | 0.01% | +13,818 | New |
| Jennison Associates LLC | 13,766 | $1.05M | 0.00% | −757−5.2% | Reduced |
| STRS Ohio | 13,700 | $1.04M | 0.00% | −4,100−23.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,347 | $1.01M | 0.00% | +2,496+23.0% | Added |
| South Dakota Investment Council | 12,521 | $951.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,462 | $946.6K | 0.01% | −26,070−67.7% | Reduced |
| Vestcor Inc | 11,675 | $887.0K | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 11,493 | $873.0K | 0.01% | +11,493 | New |
| Allianz Asset Management GmbH | 10,989 | $834.7K | 0.00% | +7,104+182.9% | Added |
| HSBC Holdings PLC | 10,870 | $825.8K | 0.00% | +2,153+24.7% | Added |
| Diversified Trust Co | 10,716 | $814.0K | 0.03% | +566+5.6% | Added |
| ProShare Advisors LLC | 10,694 | $812.3K | 0.00% | +2,023+23.3% | Added |
| Handelsbanken Fonder AB | 10,509 | $798.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,140 | $770.0K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,108 | $767.8K | 0.01% | +6+0.1% | Added |
| The PNC Financial Services Group, Inc. | 9,711 | $737.6K | 0.00% | −1,183−10.9% | Reduced |
| Creative Planning | 9,116 | $692.5K | 0.00% | +3,160+53.1% | Added |
| Henshaw Capital LLC | 9,031 | $686.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 8,840 | $671.5K | 0.01% | −1,863−17.4% | Reduced |
| Vise Technologies, Inc. | 8,496 | $645.4K | 0.14% | +4,749+126.7% | Added |
| Stifel Financial Corp | 8,313 | $631.5K | 0.00% | −181−2.1% | Reduced |
| Zacks Investment Management | 8,242 | $626.1K | 0.01% | −668−7.5% | Reduced |
| AQR Capital Management LLC | 7,907 | $600.6K | 0.00% | −2,291−22.5% | Reduced |
| Bank of Montreal | 7,732 | $596.9K | 0.00% | +170+2.2% | Added |
| Shell Asset Management Co | 7,689 | $584.0K | 0.03% | −2,313−23.1% | Reduced |
| Franklin Resources Inc | 7,644 | $580.6K | 0.00% | −74−1.0% | Reduced |
| QRG Capital Management, Inc. | 7,397 | $561.9K | 0.01% | +842+12.8% | Added |
| Public Employees Retirement Association of Colorado | 7,233 | $549.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 6,840 | $524.0K | 0.02% | +6,840 | New |
| First Trust Advisors LP | 6,837 | $519.3K | 0.00% | −29,780−81.3% | Reduced |
| Petrus Trust Company, LTA | 6,446 | $489.6K | 0.05% | +6,446 | New |
| Pictet Asset Management Holding SA | 6,327 | $480.6K | 0.00% | −6−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,888 | $447.3K | 0.02% | +236+4.2% | Added |
| Silver Oak Securities, Inc | 5,358 | $407.0K | 0.05% | +5,358 | New |
| Soltis Investment Advisors LLC | 5,354 | $406.7K | 0.05% | −150−2.7% | Reduced |
| GWM Advisors LLC | 4,999 | $404.9K | 0.00% | −1,816−26.6% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $401.0K | 0.30% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,247 | $398.6K | 0.00% | −191−3.5% | Reduced |
| Pearl River Capital, LLC | 5,159 | $391.9K | 0.06% | +5,159 | New |
| Aureus Asset Management, LLC | 4,804 | $364.9K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,558 | $346.2K | 0.00% | +4,558 | New |
| Guardian Asset Advisors, LLC | 4,520 | $343.3K | 0.32% | +4,520 | New |
| Crossmark Global Holdings, Inc. | 4,469 | $339.0K | 0.01% | −746−14.3% | Reduced |
| Edgestream Partners, L.P. | 4,446 | $337.7K | 0.02% | +4,446 | New |
| Dynamic Technology Lab Private Ltd | 4,391 | $334.0K | 0.04% | +4,391 | New |
| Cim Investment Mangement Inc | 4,381 | $332.8K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 4,193 | $318.5K | 0.00% | +289+7.4% | Added |
| Nisa Investment Advisors, LLC | 4,142 | $314.6K | 0.00% | +9+0.2% | Added |
| American Century Companies Inc | 4,089 | $310.6K | 0.00% | −3,400−45.4% | Reduced |
| Mackenzie Financial Corp | 4,078 | $309.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,043 | $307.1K | 0.01% | −18−0.4% | Reduced |
| ISAM Funds (UK) Ltd | 3,872 | $294.1K | 0.21% | +3,872 | New |
| MeadowBrook Investment Advisors LLC | 3,850 | $292.4K | 0.28% | +3,850 | New |
| XTX Topco Ltd | 3,712 | $282.0K | 0.06% | −3,678−49.8% | Reduced |
| JustInvest LLC | 3,684 | $279.8K | 0.01% | +552+17.6% | Added |