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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $43 | 0.00% | +1 | New |
| Natixis | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $76 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 5 | $377 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $379 | 0.00% | +5 | New |
| IFP Advisors, Inc | 8 | $606 | 0.00% | −33−80.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $606 | 0.00% | +2+33.3% | Added |
| Newbridge Financial Services Group, Inc. | 9 | $682 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $758 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $963 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $985 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $1.14K | 0.00% | +15 | New |
| Silver Oak Securities, Inc | 22 | $1.67K | 0.00% | −5,336−99.6% | Reduced |
| Umb Bank N A | 22 | $1.67K | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $1.89K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 30 | $2.25K | 0.00% | −83−73.5% | Reduced |
| Farther Finance Advisors, LLC | 31 | $2.33K | 0.00% | −5−13.9% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 38 | $2.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $3.18K | 0.00% | +2+5.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $3.48K | 0.00% | +46 | New |
| Central Trust Co | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $4.24K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 62 | $4.70K | 0.00% | +62 | New |
| LGT Financial Advisors LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 71 | $5.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 98 | $7.00K | 0.00% | +57+139.0% | Added |
| Massmutual Trust Co FSB | 119 | $9.01K | 0.00% | +2+1.7% | Added |
| Parkside Financial Bank & Trust | 119 | $9.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $11.3K | 0.00% | +150 | New |
| Signaturefd, LLC | 156 | $11.8K | 0.00% | −7−4.3% | Reduced |
| Key Financial Inc | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 178 | $13.5K | 0.00% | −8−4.3% | Reduced |
| Federated Hermes, Inc. | 184 | $13.9K | 0.00% | +184 | New |
| Elequin Capital LP | 187 | $14.2K | 0.00% | +187 | New |
| Principal Securities, Inc. | 209 | $15.8K | 0.00% | +71+51.4% | Added |
| Covestor Ltd | 219 | $17.0K | 0.01% | +101+85.6% | Added |
| Eagle Bay Advisors LLC | 324 | $24.5K | 0.02% | +42+14.9% | Added |
| Hexagon Capital Partners LLC | 336 | $25.5K | 0.01% | +45+15.5% | Added |
| GAMMA Investing LLC | 343 | $26.0K | 0.01% | +118+52.4% | Added |
| Custom Portfolio Group LLC | 375 | $28.4K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 386 | $29.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 397 | $30.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 475 | $36.0K | 0.00% | +65+15.9% | Added |
| State of Wyoming | 506 | $38.3K | 0.01% | −46−8.3% | Reduced |
| CWM, LLC | 546 | $41.0K | 0.00% | −41−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 592 | $44.0K | 0.00% | +592 | New |
| Valley National Advisers Inc | 595 | $45.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 658 | $49.8K | 0.01% | +658 | New |
| First Horizon Advisors, Inc. | 852 | $64.5K | 0.00% | −101−10.6% | Reduced |
| EntryPoint Capital, LLC | 913 | $69.2K | 0.06% | +880+2,666.7% | Added |
| Virtus Fund Advisers, LLC | 970 | $73.5K | 0.26% | +368+61.1% | Added |
| nVerses Capital, LLC | 1,100 | $83.3K | 0.20% | +1,100 | New |
| Ronald Blue Trust, Inc. | 1,191 | $90.2K | 0.00% | +170+16.7% | Added |
| Fifth Third Bancorp | 1,229 | $93.1K | 0.00% | +80+7.0% | Added |
| Globeflex Capital L P | 1,257 | $95.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,267 | $96.0K | 0.00% | −777−38.0% | Reduced |
| KBC Group NV | 1,325 | $100.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,377 | $104.3K | 0.00% | +196+16.6% | Added |
| TD Private Client Wealth LLC | 1,521 | $115.2K | 0.00% | +460+43.4% | Added |
| Hilltop National Bank | 1,639 | $124.2K | 0.04% | +1,639 | New |
| Central Pacific Bank - Trust Division | 1,770 | $133.0K | 0.02% | +1,770 | New |
| Quadrant Capital Group LLC | 2,124 | $160.9K | 0.01% | −2−0.1% | Reduced |
| Palouse Capital Management, Inc. | 2,310 | $175.0K | 0.12% | +2,310 | New |
| Cerity Partners LLC | 2,717 | $205.8K | 0.00% | +2,717 | New |
| CI Private Wealth, LLC | 2,935 | $222.3K | 0.00% | +154+5.5% | Added |
| Metropolitan Life Insurance Co | 2,989 | $226.4K | 0.01% | −286−8.7% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $227.3K | 0.00% | +3,000 | New |
| Mercer Global Advisors Inc | 3,086 | $234.0K | 0.00% | −416−11.9% | Reduced |
| Cetera Investment Advisers | 3,090 | $234.1K | 0.00% | +3,090 | New |
| Thrive Capital Management, LLC | 3,093 | $234.3K | 0.12% | +3,093 | New |
| Tower Research Capital LLC (TRC) | 3,102 | $235.0K | 0.01% | −13,874−81.7% | Reduced |
| Dakota Wealth Management | 3,103 | $235.1K | 0.01% | −148−4.6% | Reduced |
| Lindenwold Advisors | 3,126 | $236.8K | 0.13% | +10+0.3% | Added |
| MML Investors Services, LLC | 3,132 | $237.0K | 0.00% | +3,132 | New |
| Lido Advisors, LLC | 3,159 | $239.3K | 0.00% | +265+9.2% | Added |
| Profund Advisors LLC | 3,220 | $243.9K | 0.01% | −418−11.5% | Reduced |
| Peapack Gladstone Financial Corp | 3,236 | $245.0K | 0.00% | −23−0.7% | Reduced |
| Entropy Technologies, LP | 3,314 | $251.0K | 0.03% | +203+6.5% | Added |
| CIBC Asset Management Inc | 3,323 | $251.7K | 0.00% | −25−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,374 | $255.6K | 0.00% | +667+24.6% | Added |
| Simplex Trading, LLC | 3,406 | $258.0K | 0.01% | +2,846+508.2% | Added |
| Xponance, Inc. | 3,451 | $261.4K | 0.00% | +10+0.3% | Added |
| Mackenzie Financial Corp | 3,478 | $263.5K | 0.00% | −600−14.7% | Reduced |
| Evergreen Capital Management LLC | 3,496 | $264.8K | 0.01% | +142+4.2% | Added |
| MQS Management LLC | 3,528 | $267.2K | 0.15% | +3,528 | New |
| MeadowBrook Investment Advisors LLC | 3,530 | $267.4K | 0.25% | −320−8.3% | Reduced |
| KLR Investment Advisors, LLC | 3,796 | $278.1K | 0.20% | +3,796 | New |
| STRS Ohio | 3,800 | $287.0K | 0.00% | −9,900−72.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,797 | $287.6K | 0.00% | +572+17.7% | Added |
| Change Path, LLC | 4,003 | $303.0K | 0.01% | +375+10.3% | Added |
| JustInvest LLC | 4,006 | $303.5K | 0.01% | +322+8.7% | Added |
| AlphaMark Advisors, LLC | 4,008 | $304.0K | 0.11% | +4,008 | New |
| US Bancorp | 4,051 | $306.9K | 0.00% | −142−3.4% | Reduced |