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