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, Q1 2024
Institutional positions in Merit Medical Systems Inc as of Mar 31, 2024. 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
- 305
- +17 vs. Q4 2023
- Shares held
- 59.1M
- +1.65M (+2.9%) vs. Q4 2023
- Total value
- $4.47B
- +$115.7M (+2.7%) vs. Q4 2023
- New holders
- 52
- 114 more added
- Sold out
- 35
- 105 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,506,903 | $720.1M | 0.02% | −491,479−4.9% | Reduced |
| Vanguard Group Inc | 6,824,393 | $516.9M | 0.01% | −60,330−0.9% | Reduced |
| William Blair Investment Management, LLC | 3,042,949 | $230.5M | 0.60% | −748,140−19.7% | Reduced |
| State Street Corp | 2,242,158 | $169.8M | 0.01% | +17,508+0.8% | Added |
| ArrowMark Colorado Holdings LLC | 2,185,253 | $165.5M | 1.88% | −6,791−0.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,174,483 | $164.7M | 2.38% | +22,545+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,459,438 | $110.6M | 0.48% | +39,817+2.8% | Added |
| Dimensional Fund Advisors LP | 1,319,656 | $100.0M | 0.03% | +12,954+1.0% | Added |
| Geode Capital Management, LLC | 1,292,614 | $97.9M | 0.01% | +40,856+3.3% | Added |
| Macquarie Group Ltd | 1,247,354 | $94.5M | 0.11% | −34,165−2.7% | Reduced |
| Invesco Ltd. | 1,237,017 | $93.7M | 0.02% | +435,859+54.4% | Added |
| Loomis Sayles & Co L P | 1,111,198 | $84.2M | 0.12% | +30,198+2.8% | Added |
| Morgan Stanley | 1,029,884 | $78.0M | 0.01% | −239,653−18.9% | Reduced |
| Royal Bank of Canada | 938,872 | $71.1M | 0.02% | +288,686+44.4% | Added |
| FMR LLC | 920,960 | $69.8M | 0.00% | +246,323+36.5% | Added |
| Westwood Holdings Group Inc. | 880,327 | $66.7M | 0.52% | +131,977+17.6% | Added |
| Greenhouse Funds LLLP | 860,858 | $65.2M | 4.12% | +136,991+18.9% | Added |
| Aristotle Capital Boston, LLC | 853,312 | $64.6M | 1.96% | −16,172−1.9% | Reduced |
| Price T Rowe Associates Inc | 838,843 | $63.5M | 0.01% | +22,077+2.7% | Added |
| Channing Capital Management, LLC | 830,936 | $62.9M | 1.69% | +102,748+14.1% | Added |
| Northern Trust Corp | 679,602 | $51.5M | 0.01% | −34,136−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 666,842 | $50.5M | 0.01% | +14,216+2.2% | Added |
| Norges Bank | 609,935 | $46.2M | 0.01% | +107,501+21.4% | Added |
| Ameriprise Financial Inc | 567,685 | $43.0M | 0.01% | −26,166−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 554,576 | $42.0M | 0.12% | +2,371+0.4% | Added |
| Congress Asset Management Co | 518,485 | $39.3M | 0.28% | +506,992+4,411.3% | Added |
| Bank of New York Mellon Corp | 505,183 | $38.3M | 0.01% | −240,096−32.2% | Reduced |
| Bank of America Corp | 459,316 | $34.8M | 0.00% | +9,743+2.2% | Added |
| Wells Fargo & Company | 421,873 | $32.0M | 0.01% | +375,803+815.7% | Added |
| JPMorgan Chase & Co | 417,577 | $31.6M | 0.00% | +189,101+82.8% | Added |
| Polar Capital Holdings Plc | 412,765 | $31.3M | 0.19% | −65,577−13.7% | Reduced |
| Standard Life Aberdeen plc | 385,078 | $29.2M | 0.06% | −15,443−3.9% | Reduced |
| Emerald Advisers, LLC | 372,292 | $28.2M | 1.13% | +681+0.2% | Added |
| Eagle Asset Management Inc | 359,908 | $27.0M | 0.14% | −15,076−4.0% | Reduced |
| Nomura Holdings Inc | 353,108 | $26.7M | 0.22% | +348,550+7,647.0% | Added |
| Principal Financial Group Inc | 326,146 | $24.7M | 0.01% | +14,861+4.8% | Added |
| Emerald Mutual Fund Advisers Trust | 307,141 | $23.3M | 1.21% | −620.0% | Reduced |
| Point72 Asset Management, L.P. | 296,962 | $22.5M | 0.07% | +210,628+244.0% | Added |
| Manufacturers Life Insurance Company, The | 294,461 | $22.3M | 0.02% | +16,009+5.7% | Added |
| Citadel Advisors LLC | 288,183 | $21.8M | 0.02% | +116,454+67.8% | Added |
| Franklin Resources Inc | 263,758 | $20.0M | 0.01% | +256,114+3,350.5% | Added |
| Panagora Asset Management Inc | 251,014 | $19.0M | 0.10% | +8,416+3.5% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $18.9M | 0.04% | +150,000+150.0% | Added |
| Frontier Capital Management Co LLC | 239,910 | $18.2M | 0.17% | −8,869−3.6% | Reduced |
| Voya Investment Management LLC | 233,252 | $17.7M | 0.02% | −49,233−17.4% | Reduced |
| RK Capital Management, LLC | 230,200 | $17.4M | 3.52% | −15,800−6.4% | Reduced |
| Nuveen Asset Management, LLC | 226,609 | $17.2M | 0.01% | −194,595−46.2% | Reduced |
| Fisher Asset Management, LLC | 215,583 | $16.3M | 0.01% | −5,622−2.5% | Reduced |
| New York State Common Retirement Fund | 211,907 | $16.1M | 0.02% | +18,868+9.8% | Added |
| UBS Group AG | 208,070 | $15.8M | 0.01% | +170,997+461.2% | Added |
| Millennium Management LLC | 201,863 | $15.3M | 0.01% | −460,392−69.5% | Reduced |
| Legal & General Group Plc | 201,800 | $15.3M | 0.00% | −3,372−1.6% | Reduced |
| Comerica Bank | 200,897 | $15.2M | 0.07% | −3,212−1.6% | Reduced |
| SEI Investments Co | 191,974 | $14.5M | 0.02% | −6,911−3.5% | Reduced |
| Fort Washington Investment Advisors Inc | 191,370 | $14.5M | 0.09% | +25,610+15.5% | Added |
| D. E. Shaw & Co., Inc. | 190,514 | $14.4M | 0.02% | −15,000−7.3% | Reduced |
| Envestnet Asset Management Inc | 168,812 | $12.8M | 0.00% | +21,924+14.9% | Added |
| Rhumbline Advisers | 165,527 | $12.5M | 0.01% | −737−0.4% | Reduced |
| Two Sigma Investments, LP | 162,083 | $12.3M | 0.03% | +113,767+235.5% | Added |
| Oberweis Asset Management Inc | 156,490 | $11.9M | 0.86% | +49,400+46.1% | Added |
| ExodusPoint Capital Management, LP | 152,131 | $11.5M | 0.14% | −48,186−24.1% | Reduced |
| Ziegler Capital Management, LLC | 147,377 | $11.2M | 0.43% | +91,211+162.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 130,787 | $9.91M | 0.88% | −3,229−2.4% | Reduced |
| Goldman Sachs Group Inc | 125,993 | $9.54M | 0.00% | −54,550−30.2% | Reduced |
| Raymond James & Associates | 125,091 | $9.48M | 0.01% | +1,352+1.1% | Added |
| Public Sector Pension Investment Board | 118,374 | $8.97M | 0.07% | −1,470−1.2% | Reduced |
| Amundi | 125,518 | $8.91M | 0.00% | −28,897−18.7% | Reduced |
| Swiss National Bank | 114,000 | $8.64M | 0.01% | +500+0.4% | Added |
| Renaissance Technologies LLC | 113,612 | $8.61M | 0.01% | +113,612 | New |
| Trillium Asset Management, LLC | 112,336 | $8.51M | 0.22% | +1,649+1.5% | Added |
| Axiom Investors LLC | 109,610 | $8.30M | 0.07% | +7,617+7.5% | Added |
| Bryn Mawr Trust Co | 102,192 | $7.74M | 0.30% | +102,192 | New |
| Public Employees Retirement System of Ohio | 95,592 | $7.24M | 0.03% | −1,480−1.5% | Reduced |
| California Public Employees Retirement System | 88,341 | $6.69M | 0.00% | +6,590+8.1% | Added |
| Credit Suisse AG | 85,378 | $6.47M | 0.01% | +2,046+2.5% | Added |
| Jefferies Financial Group Inc. | 82,436 | $6.24M | 0.13% | +82,436 | New |
| New York State Teachers Retirement System | 81,073 | $6.14M | 0.01% | −300−0.4% | Reduced |
| State of Wisconsin Investment Board | 80,973 | $6.13M | 0.02% | −10,029−11.0% | Reduced |
| UBS Asset Management Americas Inc | 80,150 | $6.07M | 0.00% | +8,156+11.3% | Added |
| CIBC World Markets Corp | 80,000 | $6.06M | 0.04% | +80,000 | New |
| Two Sigma Advisers, LP | 76,300 | $5.78M | 0.01% | +61,500+415.5% | Added |
| Congress Wealth Management LLC | 72,638 | $5.50M | 0.10% | +72,638 | New |
| Allspring Global Investments Holdings, LLC | 70,999 | $5.38M | 0.01% | +16,608+30.5% | Added |
| American Capital Management Inc | 68,430 | $5.18M | 0.17% | +16,295+31.3% | Added |
| Alliancebernstein L.P. | 67,584 | $5.12M | 0.00% | −2,090−3.0% | Reduced |
| Deutsche Bank AG | 67,304 | $5.10M | 0.00% | −3,336−4.7% | Reduced |
| AXA S.A. | 66,082 | $5.01M | 0.02% | +1,995+3.1% | Added |
| Ami Asset Management Corp | 65,761 | $4.98M | 0.25% | −3,222−4.7% | Reduced |
| Prudential Financial Inc | 64,871 | $4.91M | 0.01% | −3,359−4.9% | Reduced |
| Great West Life Assurance Co | 62,343 | $4.72M | 0.01% | +3,321+5.6% | Added |
| Trexquant Investment LP | 61,796 | $4.68M | 0.09% | +29,845+93.4% | Added |
| Barclays PLC | 61,178 | $4.63M | 0.00% | −43,544−41.6% | Reduced |
| Victory Capital Management Inc | 60,516 | $4.58M | 0.00% | −9,880−14.0% | Reduced |
| Natixis Advisors, L.P. | 60,048 | $4.55M | 0.01% | +13,427+28.8% | Added |
| California State Teachers Retirement System | 57,649 | $4.37M | 0.01% | −3,054−5.0% | Reduced |
| Point72 Europe (London) LLP | 56,100 | $4.25M | 0.40% | +56,100 | New |
| Bridgewater Associates, LP | 54,910 | $4.16M | 0.02% | −12,912−19.0% | Reduced |
| BNP Paribas Arbitrage, SA | 52,953 | $4.01M | 0.00% | +18,863+55.3% | Added |
| Jane Street Group, LLC | 51,543 | $3.90M | 0.01% | −15,179−22.7% | Reduced |
| Texas Permanent School Fund | 50,542 | $3.83M | 0.03% | +655+1.3% | Added |