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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 43,302 | $3.28M | 0.01% | +43,302 | New |
| Twinbeech Capital LP | 44,495 | $3.37M | 0.07% | +44,495 | New |
| Martin & Co Inc | 44,659 | $3.38M | 0.83% | −496−1.1% | Reduced |
| Chartwell Investment Partners, LLC | 48,149 | $3.65M | 0.13% | −45,675−48.7% | Reduced |
| Thrivent Financial for Lutherans | 50,099 | $3.79M | 0.01% | −1,361−2.6% | Reduced |
| Texas Permanent School Fund | 50,542 | $3.83M | 0.03% | +655+1.3% | Added |
| Jane Street Group, LLC | 51,543 | $3.90M | 0.01% | −15,179−22.7% | Reduced |
| BNP Paribas Arbitrage, SA | 52,953 | $4.01M | 0.00% | +18,863+55.3% | Added |
| Bridgewater Associates, LP | 54,910 | $4.16M | 0.02% | −12,912−19.0% | Reduced |
| Point72 Europe (London) LLP | 56,100 | $4.25M | 0.40% | +56,100 | New |
| California State Teachers Retirement System | 57,649 | $4.37M | 0.01% | −3,054−5.0% | Reduced |
| Natixis Advisors, L.P. | 60,048 | $4.55M | 0.01% | +13,427+28.8% | Added |
| Victory Capital Management Inc | 60,516 | $4.58M | 0.00% | −9,880−14.0% | Reduced |
| Barclays PLC | 61,178 | $4.63M | 0.00% | −43,544−41.6% | Reduced |
| Trexquant Investment LP | 61,796 | $4.68M | 0.09% | +29,845+93.4% | Added |
| Great West Life Assurance Co | 62,343 | $4.72M | 0.01% | +3,321+5.6% | Added |
| Prudential Financial Inc | 64,871 | $4.91M | 0.01% | −3,359−4.9% | Reduced |
| Ami Asset Management Corp | 65,761 | $4.98M | 0.25% | −3,222−4.7% | Reduced |
| AXA S.A. | 66,082 | $5.01M | 0.02% | +1,995+3.1% | Added |
| Deutsche Bank AG | 67,304 | $5.10M | 0.00% | −3,336−4.7% | Reduced |
| Alliancebernstein L.P. | 67,584 | $5.12M | 0.00% | −2,090−3.0% | Reduced |
| American Capital Management Inc | 68,430 | $5.18M | 0.17% | +16,295+31.3% | Added |
| Allspring Global Investments Holdings, LLC | 70,999 | $5.38M | 0.01% | +16,608+30.5% | Added |
| Congress Wealth Management LLC | 72,638 | $5.50M | 0.10% | +72,638 | New |
| Two Sigma Advisers, LP | 76,300 | $5.78M | 0.01% | +61,500+415.5% | Added |
| CIBC World Markets Corp | 80,000 | $6.06M | 0.04% | +80,000 | New |
| UBS Asset Management Americas Inc | 80,150 | $6.07M | 0.00% | +8,156+11.3% | Added |
| State of Wisconsin Investment Board | 80,973 | $6.13M | 0.02% | −10,029−11.0% | Reduced |
| New York State Teachers Retirement System | 81,073 | $6.14M | 0.01% | −300−0.4% | Reduced |
| Jefferies Financial Group Inc. | 82,436 | $6.24M | 0.13% | +82,436 | New |
| Credit Suisse AG | 85,378 | $6.47M | 0.01% | +2,046+2.5% | Added |
| California Public Employees Retirement System | 88,341 | $6.69M | 0.00% | +6,590+8.1% | Added |
| Public Employees Retirement System of Ohio | 95,592 | $7.24M | 0.03% | −1,480−1.5% | Reduced |
| Bryn Mawr Trust Co | 102,192 | $7.74M | 0.30% | +102,192 | New |
| Axiom Investors LLC | 109,610 | $8.30M | 0.07% | +7,617+7.5% | Added |
| Trillium Asset Management, LLC | 112,336 | $8.51M | 0.22% | +1,649+1.5% | Added |
| Renaissance Technologies LLC | 113,612 | $8.61M | 0.01% | +113,612 | New |
| Swiss National Bank | 114,000 | $8.64M | 0.01% | +500+0.4% | Added |
| Amundi | 125,518 | $8.91M | 0.00% | −28,897−18.7% | Reduced |
| Public Sector Pension Investment Board | 118,374 | $8.97M | 0.07% | −1,470−1.2% | Reduced |
| Raymond James & Associates | 125,091 | $9.48M | 0.01% | +1,352+1.1% | Added |
| Goldman Sachs Group Inc | 125,993 | $9.54M | 0.00% | −54,550−30.2% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 130,787 | $9.91M | 0.88% | −3,229−2.4% | Reduced |
| Ziegler Capital Management, LLC | 147,377 | $11.2M | 0.43% | +91,211+162.4% | Added |
| ExodusPoint Capital Management, LP | 152,131 | $11.5M | 0.14% | −48,186−24.1% | Reduced |
| Oberweis Asset Management Inc | 156,490 | $11.9M | 0.86% | +49,400+46.1% | Added |
| Two Sigma Investments, LP | 162,083 | $12.3M | 0.03% | +113,767+235.5% | Added |
| Rhumbline Advisers | 165,527 | $12.5M | 0.01% | −737−0.4% | Reduced |
| Envestnet Asset Management Inc | 168,812 | $12.8M | 0.00% | +21,924+14.9% | Added |
| D. E. Shaw & Co., Inc. | 190,514 | $14.4M | 0.02% | −15,000−7.3% | Reduced |
| Fort Washington Investment Advisors Inc | 191,370 | $14.5M | 0.09% | +25,610+15.5% | Added |
| SEI Investments Co | 191,974 | $14.5M | 0.02% | −6,911−3.5% | Reduced |
| Comerica Bank | 200,897 | $15.2M | 0.07% | −3,212−1.6% | Reduced |
| Legal & General Group Plc | 201,800 | $15.3M | 0.00% | −3,372−1.6% | Reduced |
| Millennium Management LLC | 201,863 | $15.3M | 0.01% | −460,392−69.5% | Reduced |
| UBS Group AG | 208,070 | $15.8M | 0.01% | +170,997+461.2% | Added |
| New York State Common Retirement Fund | 211,907 | $16.1M | 0.02% | +18,868+9.8% | Added |
| Fisher Asset Management, LLC | 215,583 | $16.3M | 0.01% | −5,622−2.5% | Reduced |
| Nuveen Asset Management, LLC | 226,609 | $17.2M | 0.01% | −194,595−46.2% | Reduced |
| RK Capital Management, LLC | 230,200 | $17.4M | 3.52% | −15,800−6.4% | Reduced |
| Voya Investment Management LLC | 233,252 | $17.7M | 0.02% | −49,233−17.4% | Reduced |
| Frontier Capital Management Co LLC | 239,910 | $18.2M | 0.17% | −8,869−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 250,000 | $18.9M | 0.04% | +150,000+150.0% | Added |
| Panagora Asset Management Inc | 251,014 | $19.0M | 0.10% | +8,416+3.5% | Added |
| Franklin Resources Inc | 263,758 | $20.0M | 0.01% | +256,114+3,350.5% | Added |
| Citadel Advisors LLC | 288,183 | $21.8M | 0.02% | +116,454+67.8% | Added |
| Manufacturers Life Insurance Company, The | 294,461 | $22.3M | 0.02% | +16,009+5.7% | Added |
| Point72 Asset Management, L.P. | 296,962 | $22.5M | 0.07% | +210,628+244.0% | Added |
| Emerald Mutual Fund Advisers Trust | 307,141 | $23.3M | 1.21% | −620.0% | Reduced |
| Principal Financial Group Inc | 326,146 | $24.7M | 0.01% | +14,861+4.8% | Added |
| Nomura Holdings Inc | 353,108 | $26.7M | 0.22% | +348,550+7,647.0% | Added |
| Eagle Asset Management Inc | 359,908 | $27.0M | 0.14% | −15,076−4.0% | Reduced |
| Emerald Advisers, LLC | 372,292 | $28.2M | 1.13% | +681+0.2% | Added |
| Standard Life Aberdeen plc | 385,078 | $29.2M | 0.06% | −15,443−3.9% | Reduced |
| Polar Capital Holdings Plc | 412,765 | $31.3M | 0.19% | −65,577−13.7% | Reduced |
| JPMorgan Chase & Co | 417,577 | $31.6M | 0.00% | +189,101+82.8% | Added |
| Wells Fargo & Company | 421,873 | $32.0M | 0.01% | +375,803+815.7% | Added |
| Bank of America Corp | 459,316 | $34.8M | 0.00% | +9,743+2.2% | Added |
| Bank of New York Mellon Corp | 505,183 | $38.3M | 0.01% | −240,096−32.2% | Reduced |
| Congress Asset Management Co | 518,485 | $39.3M | 0.28% | +506,992+4,411.3% | Added |
| Rockefeller Capital Management L.P. | 554,576 | $42.0M | 0.12% | +2,371+0.4% | Added |
| Ameriprise Financial Inc | 567,685 | $43.0M | 0.01% | −26,166−4.4% | Reduced |
| Norges Bank | 609,935 | $46.2M | 0.01% | +107,501+21.4% | Added |
| Charles Schwab Investment Management Inc | 666,842 | $50.5M | 0.01% | +14,216+2.2% | Added |
| Northern Trust Corp | 679,602 | $51.5M | 0.01% | −34,136−4.8% | Reduced |
| Channing Capital Management, LLC | 830,936 | $62.9M | 1.69% | +102,748+14.1% | Added |
| Price T Rowe Associates Inc | 838,843 | $63.5M | 0.01% | +22,077+2.7% | Added |
| Aristotle Capital Boston, LLC | 853,312 | $64.6M | 1.96% | −16,172−1.9% | Reduced |
| Greenhouse Funds LLLP | 860,858 | $65.2M | 4.12% | +136,991+18.9% | Added |
| Westwood Holdings Group Inc. | 880,327 | $66.7M | 0.52% | +131,977+17.6% | Added |
| FMR LLC | 920,960 | $69.8M | 0.00% | +246,323+36.5% | Added |
| Royal Bank of Canada | 938,872 | $71.1M | 0.02% | +288,686+44.4% | Added |
| Morgan Stanley | 1,029,884 | $78.0M | 0.01% | −239,653−18.9% | Reduced |
| Loomis Sayles & Co L P | 1,111,198 | $84.2M | 0.12% | +30,198+2.8% | Added |
| Invesco Ltd. | 1,237,017 | $93.7M | 0.02% | +435,859+54.4% | Added |
| Macquarie Group Ltd | 1,247,354 | $94.5M | 0.11% | −34,165−2.7% | Reduced |
| Geode Capital Management, LLC | 1,292,614 | $97.9M | 0.01% | +40,856+3.3% | Added |
| Dimensional Fund Advisors LP | 1,319,656 | $100.0M | 0.03% | +12,954+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,459,438 | $110.6M | 0.48% | +39,817+2.8% | Added |
| Conestoga Capital Advisors, LLC | 2,174,483 | $164.7M | 2.38% | +22,545+1.0% | Added |