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 |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 2,185,253 | $165.5M | 1.88% | −6,791−0.3% | Reduced |
| State Street Corp | 2,242,158 | $169.8M | 0.01% | +17,508+0.8% | Added |
| William Blair Investment Management, LLC | 3,042,949 | $230.5M | 0.60% | −748,140−19.7% | Reduced |
| Vanguard Group Inc | 6,824,393 | $516.9M | 0.01% | −60,330−0.9% | Reduced |
| BlackRock Inc. | 9,506,903 | $720.1M | 0.02% | −491,479−4.9% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −78,837−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −76,200−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −54,364−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −45,081−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −45,071−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,241−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,539−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,159−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |