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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.

Institutional holdersQ4 2023: 289 institutions
Q1 2021: 232 institutionsQ2 2021: 238 institutionsQ3 2021: 254 institutionsQ4 2021: 266 institutionsQ1 2022: 267 institutionsQ2 2022: 263 institutionsQ3 2022: 242 institutionsQ4 2022: 279 institutionsQ1 2023: 288 institutionsQ2 2023: 312 institutionsQ3 2023: 274 institutionsQ4 2023: 289 institutionsQ1 2024: 305 institutionsQ2 2024: 320 institutionsQ3 2024: 378 institutionsQ4 2024: 386 institutionsQ1 2025: 380 institutionsQ2 2025: 380 institutionsQ3 2025: 379 institutionsQ4 2025: 390 institutionsQ1 2026: 400 institutionsQ2 2026: 405 institutions
Value heldQ4 2023: $4.37B
Q1 2021: $3.25BQ2 2021: $3.47BQ3 2021: $3.90BQ4 2021: $3.36BQ1 2022: $3.56BQ2 2022: $2.92BQ3 2022: $3.10BQ4 2022: $3.82BQ1 2023: $4.03BQ2 2023: $4.53BQ3 2023: $3.84BQ4 2023: $4.37BQ1 2024: $4.47BQ2 2024: $5.21BQ3 2024: $5.90BQ4 2024: $5.90BQ1 2025: $6.67BQ2 2025: $5.86BQ3 2025: $5.04BQ4 2025: $5.48BQ1 2026: $4.10BQ2 2026: $4.34B
Institutions holding MMSI and their total value by quarter
QuarterHoldersValue
Q2 2026405$4.34B
Q1 2026400$4.10B
Q4 2025390$5.48B
Q3 2025379$5.04B
Q2 2025380$5.86B
Q1 2025380$6.67B
Q4 2024386$5.90B
Q3 2024378$5.90B
Q2 2024320$5.21B
Q1 2024305$4.47B
Q4 2023289$4.37B
Q3 2023274$3.84B
Q2 2023312$4.53B
Q1 2023288$4.03B
Q4 2022279$3.82B
Q3 2022242$3.10B
Q2 2022263$2.92B
Q1 2022267$3.56B
Q4 2021266$3.36B
Q3 2021254$3.90B
Q2 2021238$3.47B
Q1 2021232$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.

Institutions holding MMSI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−4,256−100.0%Sold out
MML Investors Services, LLC0$00.00%−4,181−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,744−100.0%Sold out
MQS Management LLC0$00.00%−3,619−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,421−100.0%Sold out
FDx Advisors, Inc.0$00.00%−3,280−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−986−100.0%Sold out
Headlands Technologies LLC0$00.00%−593−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−200−100.0%Sold out
VitalStone Financial, LLC0$00.00%−94−100.0%Sold out
RFP Financial Group LLC0$00.00%−27−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−17−100.0%Sold out
Sofos Investments, Inc.0$00.00%0Sold out
Bryn Mawr Trust Co––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
KB Financial Partners, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed