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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 4,078 | $308.9K | 0.01% | +35+0.9% | Added |
| American Century Companies Inc | 4,098 | $310.4K | 0.00% | +9+0.2% | Added |
| SG Americas Securities, LLC | 4,208 | $319.0K | 0.00% | +2,076+97.4% | Added |
| Assenagon Asset Management S.A. | 4,308 | $326.3K | 0.00% | +4,308 | New |
| Sequoia Financial Advisors, LLC | 4,441 | $336.4K | 0.00% | +4,441 | New |
| Crossmark Global Holdings, Inc. | 4,447 | $337.0K | 0.01% | −22−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,464 | $338.1K | 0.00% | +322+7.8% | Added |
| GWM Advisors LLC | 4,482 | $339.5K | 0.00% | −517−10.3% | Reduced |
| Guardian Asset Advisors, LLC | 4,520 | $342.4K | 0.28% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,804 | $363.9K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 4,808 | $364.2K | 0.08% | +3,546+281.0% | Added |
| Graham Capital Management, L.P. | 5,151 | $390.2K | 0.01% | +5,151 | New |
| HRT Financial LP | 5,279 | $399.0K | 0.00% | −10,720−67.0% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $399.9K | 0.29% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,601 | $403.0K | 0.15% | +5,601 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,652 | $428.1K | 0.11% | +5,652 | New |
| Ameritas Investment Partners, Inc. | 5,728 | $433.9K | 0.01% | −160−2.7% | Reduced |
| Premier Fund Managers Ltd | 5,877 | $444.0K | 0.02% | −963−14.1% | Reduced |
| XTX Topco Ltd | 5,872 | $444.8K | 0.06% | +2,160+58.2% | Added |
| Mariner, LLC | 6,375 | $482.9K | 0.00% | −25,494−80.0% | Reduced |
| Great Lakes Advisors, LLC | 6,406 | $485.3K | 0.00% | −2,434−27.5% | Reduced |
| First Trust Advisors LP | 6,808 | $515.7K | 0.00% | −29−0.4% | Reduced |
| Captrust Financial Advisors | 6,927 | $524.7K | 0.00% | −13,001−65.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,001 | $530.0K | 0.00% | −232−3.2% | Reduced |
| QRG Capital Management, Inc. | 7,292 | $552.4K | 0.01% | −105−1.4% | Reduced |
| Soltis Investment Advisors LLC | 7,419 | $562.0K | 0.06% | +2,065+38.6% | Added |
| FORA Capital, LLC | 7,618 | $577.1K | 0.05% | +7,618 | New |
| Lazard Asset Management LLC | 7,858 | $594.0K | 0.00% | +7,228+1,147.3% | Added |
| Vise Technologies, Inc. | 7,871 | $596.2K | 0.12% | −625−7.4% | Reduced |
| Hancock Whitney Corp | 7,901 | $598.5K | 0.02% | +7,901 | New |
| Shell Asset Management Co | 6,987 | $601.0K | 0.03% | −702−9.1% | Reduced |
| AQR Capital Management LLC | 8,112 | $614.5K | 0.00% | +205+2.6% | Added |
| Point72 (DIFC) Ltd | 8,176 | $619.3K | 0.05% | +8,176 | New |
| Zacks Investment Management | 8,292 | $628.1K | 0.01% | +50+0.6% | Added |
| Quest Partners LLC | 8,387 | $635.3K | 0.11% | +8,387 | New |
| Pictet Asset Management Holding SA | 8,553 | $647.7K | 0.00% | +2,226+35.2% | Added |
| Jennison Associates LLC | 8,656 | $655.7K | 0.00% | −5,110−37.1% | Reduced |
| Vestcor Inc | 8,723 | $661.0K | 0.02% | −2,952−25.3% | Reduced |
| Henshaw Capital LLC | 9,031 | $684.1K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,949 | $753.6K | 0.01% | −159−1.6% | Reduced |
| Quantbot Technologies LP | 9,977 | $755.8K | 0.04% | +9,921+17,716.1% | Added |
| Everence Capital Management Inc | 10,140 | $768.0K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,171 | $770.5K | 0.07% | +3,725+57.8% | Added |
| Campbell & CO Investment Adviser LLC | 10,698 | $810.4K | 0.07% | +10,698 | New |
| Algert Global LLC | 10,715 | $811.7K | 0.03% | −45,231−80.8% | Reduced |
| Allianz Asset Management GmbH | 10,881 | $824.2K | 0.00% | −108−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 11,107 | $841.4K | 0.01% | +11,107 | New |
| Creative Planning | 11,133 | $843.3K | 0.00% | +2,017+22.1% | Added |
| Diversified Trust Co | 11,293 | $855.4K | 0.03% | +577+5.4% | Added |
| ProShare Advisors LLC | 11,484 | $869.9K | 0.00% | +790+7.4% | Added |
| The PNC Financial Services Group, Inc. | 11,512 | $872.0K | 0.00% | +1,801+18.5% | Added |
| South Dakota Investment Council | 11,821 | $895.0K | 0.02% | −700−5.6% | Reduced |
| Occudo Quantitative Strategies LP | 11,957 | $905.7K | 0.16% | +11,957 | New |
| Engineers Gate Manager LP | 12,072 | $914.5K | 0.02% | +9,171+316.1% | Added |
| Stifel Financial Corp | 12,267 | $929.3K | 0.00% | +3,954+47.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,471 | $944.7K | 0.01% | +9+0.1% | Added |
| Handelsbanken Fonder AB | 13,309 | $1.01M | 0.00% | +2,800+26.6% | Added |
| Bank of Montreal | 13,989 | $1.07M | 0.00% | +6,257+80.9% | Added |
| UniSuper Management Pty Ltd | 14,302 | $1.08M | 0.01% | +14,302 | New |
| HSBC Holdings PLC | 14,682 | $1.11M | 0.00% | +3,812+35.1% | Added |
| Gabelli Funds LLC | 15,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,509 | $1.17M | 0.02% | −1,400−8.3% | Reduced |
| Arizona State Retirement System | 15,871 | $1.20M | 0.01% | −241−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,989 | $1.21M | 0.00% | +2,642+19.8% | Added |
| Russell Investments Group, Ltd. | 16,879 | $1.28M | 0.00% | −2,195−11.5% | Reduced |
| Teacher Retirement System of Texas | 17,763 | $1.35M | 0.01% | −6,234−26.0% | Reduced |
| Amalgamated Bank | 18,240 | $1.38M | 0.01% | −6,549−26.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.40M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 19,298 | $1.46M | 0.04% | +19,298 | New |
| Maryland State Retirement & Pension System | 20,810 | $1.49M | 0.03% | −179−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 19,744 | $1.50M | 0.00% | −996−4.8% | Reduced |
| Susquehanna International Group, LLP | 20,292 | $1.54M | 0.00% | −95,890−82.5% | Reduced |
| State Board of Administration of Florida Retirement System | 22,144 | $1.64M | 0.00% | +5,915+36.4% | Added |
| Bailard, Inc. | 22,533 | $1.71M | 0.05% | +400+1.8% | Added |
| TownSquare Capital, LLC | 22,563 | $1.71M | 0.03% | +22,563 | New |
| Blair William & Co | 23,289 | $1.76M | 0.01% | −1,559−6.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,507 | $1.99M | 0.00% | −1,174−4.1% | Reduced |
| Yousif Capital Management, LLC | 26,362 | $2.00M | 0.02% | −2,497−8.7% | Reduced |
| Pathstone Holdings, LLC | 26,446 | $2.00M | 0.01% | +12,628+91.4% | Added |
| Janus Henderson Group PLC | 27,023 | $2.05M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 28,028 | $2.12M | 0.01% | +1,031+3.8% | Added |
| Louisiana State Employees Retirement System | 28,600 | $2.17M | 0.04% | −300−1.0% | Reduced |
| State of Tennessee, Treasury Department | 28,904 | $2.19M | 0.01% | −3,772−11.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,990 | $2.20M | 0.16% | −27,639−48.8% | Reduced |
| MetLife Investment Management | 29,379 | $2.23M | 0.01% | −594−2.0% | Reduced |
| Martingale Asset Management L P | 30,628 | $2.32M | 0.05% | −70.0% | Reduced |
| American International Group, Inc. | 30,712 | $2.33M | 0.01% | −273−0.9% | Reduced |
| Renaissance Group LLC | 31,711 | $2.40M | 0.09% | +7,161+29.2% | Added |
| Squarepoint Ops LLC | 32,064 | $2.43M | 0.01% | +32,064 | New |
| Zions Bancorporation, N.A. | 32,380 | $2.45M | 0.18% | +1,799+5.9% | Added |
| M&T Bank Corp | 32,491 | $2.46M | 0.01% | +3,268+11.2% | Added |
| ClariVest Asset Management LLC | 33,055 | $2.50M | 0.26% | +1,607+5.1% | Added |
| Qube Research & Technologies Ltd | 33,306 | $2.52M | 0.00% | +33,306 | New |
| Illinois Municipal Retirement Fund | 33,449 | $2.53M | 0.04% | −1,937−5.5% | Reduced |
| State of Alaska, Department of Revenue | 35,181 | $2.66M | 0.03% | −347−1.0% | Reduced |
| LPL Financial LLC | 35,370 | $2.68M | 0.00% | +85+0.2% | Added |
| HighTower Advisors, LLC | 35,313 | $2.69M | 0.00% | +4,757+15.6% | Added |
| State of New Jersey Common Pension Fund D | 35,481 | $2.69M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 38,572 | $2.92M | 0.00% | +846+2.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.11M | 0.07% | 00.0% | Unchanged |