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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 50,099 | $3.79M | 0.01% | −1,361−2.6% | Reduced |
| Chartwell Investment Partners, LLC | 48,149 | $3.65M | 0.13% | −45,675−48.7% | Reduced |
| Martin & Co Inc | 44,659 | $3.38M | 0.83% | −496−1.1% | Reduced |
| Twinbeech Capital LP | 44,495 | $3.37M | 0.07% | +44,495 | New |
| Marshall Wace, LLP | 43,302 | $3.28M | 0.01% | +43,302 | New |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.11M | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 38,572 | $2.92M | 0.00% | +846+2.2% | Added |
| State of New Jersey Common Pension Fund D | 35,481 | $2.69M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 35,313 | $2.69M | 0.00% | +4,757+15.6% | Added |
| LPL Financial LLC | 35,370 | $2.68M | 0.00% | +85+0.2% | Added |
| State of Alaska, Department of Revenue | 35,181 | $2.66M | 0.03% | −347−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 33,449 | $2.53M | 0.04% | −1,937−5.5% | Reduced |
| Qube Research & Technologies Ltd | 33,306 | $2.52M | 0.00% | +33,306 | New |
| ClariVest Asset Management LLC | 33,055 | $2.50M | 0.26% | +1,607+5.1% | Added |
| M&T Bank Corp | 32,491 | $2.46M | 0.01% | +3,268+11.2% | Added |
| Zions Bancorporation, N.A. | 32,380 | $2.45M | 0.18% | +1,799+5.9% | Added |
| Squarepoint Ops LLC | 32,064 | $2.43M | 0.01% | +32,064 | New |
| Renaissance Group LLC | 31,711 | $2.40M | 0.09% | +7,161+29.2% | Added |
| American International Group, Inc. | 30,712 | $2.33M | 0.01% | −273−0.9% | Reduced |
| Martingale Asset Management L P | 30,628 | $2.32M | 0.05% | −70.0% | Reduced |
| MetLife Investment Management | 29,379 | $2.23M | 0.01% | −594−2.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,990 | $2.20M | 0.16% | −27,639−48.8% | Reduced |
| State of Tennessee, Treasury Department | 28,904 | $2.19M | 0.01% | −3,772−11.5% | Reduced |
| Louisiana State Employees Retirement System | 28,600 | $2.17M | 0.04% | −300−1.0% | Reduced |
| Glenmede Trust Co NA | 28,028 | $2.12M | 0.01% | +1,031+3.8% | Added |
| Janus Henderson Group PLC | 27,023 | $2.05M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 26,446 | $2.00M | 0.01% | +12,628+91.4% | Added |
| Yousif Capital Management, LLC | 26,362 | $2.00M | 0.02% | −2,497−8.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,507 | $1.99M | 0.00% | −1,174−4.1% | Reduced |
| Blair William & Co | 23,289 | $1.76M | 0.01% | −1,559−6.3% | Reduced |
| TownSquare Capital, LLC | 22,563 | $1.71M | 0.03% | +22,563 | New |
| Bailard, Inc. | 22,533 | $1.71M | 0.05% | +400+1.8% | Added |
| State Board of Administration of Florida Retirement System | 22,144 | $1.64M | 0.00% | +5,915+36.4% | Added |
| Susquehanna International Group, LLP | 20,292 | $1.54M | 0.00% | −95,890−82.5% | Reduced |
| Ensign Peak Advisors, Inc | 19,744 | $1.50M | 0.00% | −996−4.8% | Reduced |
| Maryland State Retirement & Pension System | 20,810 | $1.49M | 0.03% | −179−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 19,298 | $1.46M | 0.04% | +19,298 | New |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.40M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 18,240 | $1.38M | 0.01% | −6,549−26.4% | Reduced |
| Teacher Retirement System of Texas | 17,763 | $1.35M | 0.01% | −6,234−26.0% | Reduced |
| Russell Investments Group, Ltd. | 16,879 | $1.28M | 0.00% | −2,195−11.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,989 | $1.21M | 0.00% | +2,642+19.8% | Added |
| Arizona State Retirement System | 15,871 | $1.20M | 0.01% | −241−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 15,509 | $1.17M | 0.02% | −1,400−8.3% | Reduced |
| Gabelli Funds LLC | 15,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,682 | $1.11M | 0.00% | +3,812+35.1% | Added |
| UniSuper Management Pty Ltd | 14,302 | $1.08M | 0.01% | +14,302 | New |
| Bank of Montreal | 13,989 | $1.07M | 0.00% | +6,257+80.9% | Added |
| Handelsbanken Fonder AB | 13,309 | $1.01M | 0.00% | +2,800+26.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,471 | $944.7K | 0.01% | +9+0.1% | Added |
| Stifel Financial Corp | 12,267 | $929.3K | 0.00% | +3,954+47.6% | Added |
| Engineers Gate Manager LP | 12,072 | $914.5K | 0.02% | +9,171+316.1% | Added |
| Occudo Quantitative Strategies LP | 11,957 | $905.7K | 0.16% | +11,957 | New |
| South Dakota Investment Council | 11,821 | $895.0K | 0.02% | −700−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,512 | $872.0K | 0.00% | +1,801+18.5% | Added |
| ProShare Advisors LLC | 11,484 | $869.9K | 0.00% | +790+7.4% | Added |
| Diversified Trust Co | 11,293 | $855.4K | 0.03% | +577+5.4% | Added |
| Creative Planning | 11,133 | $843.3K | 0.00% | +2,017+22.1% | Added |
| Cubist Systematic Strategies, LLC | 11,107 | $841.4K | 0.01% | +11,107 | New |
| Allianz Asset Management GmbH | 10,881 | $824.2K | 0.00% | −108−1.0% | Reduced |
| Algert Global LLC | 10,715 | $811.7K | 0.03% | −45,231−80.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,698 | $810.4K | 0.07% | +10,698 | New |
| Petrus Trust Company, LTA | 10,171 | $770.5K | 0.07% | +3,725+57.8% | Added |
| Everence Capital Management Inc | 10,140 | $768.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,977 | $755.8K | 0.04% | +9,921+17,716.1% | Added |
| Mutual of America Capital Management LLC | 9,949 | $753.6K | 0.01% | −159−1.6% | Reduced |
| Henshaw Capital LLC | 9,031 | $684.1K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 8,723 | $661.0K | 0.02% | −2,952−25.3% | Reduced |
| Jennison Associates LLC | 8,656 | $655.7K | 0.00% | −5,110−37.1% | Reduced |
| Pictet Asset Management Holding SA | 8,553 | $647.7K | 0.00% | +2,226+35.2% | Added |
| Quest Partners LLC | 8,387 | $635.3K | 0.11% | +8,387 | New |
| Zacks Investment Management | 8,292 | $628.1K | 0.01% | +50+0.6% | Added |
| Point72 (DIFC) Ltd | 8,176 | $619.3K | 0.05% | +8,176 | New |
| AQR Capital Management LLC | 8,112 | $614.5K | 0.00% | +205+2.6% | Added |
| Shell Asset Management Co | 6,987 | $601.0K | 0.03% | −702−9.1% | Reduced |
| Hancock Whitney Corp | 7,901 | $598.5K | 0.02% | +7,901 | New |
| Vise Technologies, Inc. | 7,871 | $596.2K | 0.12% | −625−7.4% | Reduced |
| Lazard Asset Management LLC | 7,858 | $594.0K | 0.00% | +7,228+1,147.3% | Added |
| FORA Capital, LLC | 7,618 | $577.1K | 0.05% | +7,618 | New |
| Soltis Investment Advisors LLC | 7,419 | $562.0K | 0.06% | +2,065+38.6% | Added |
| QRG Capital Management, Inc. | 7,292 | $552.4K | 0.01% | −105−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,001 | $530.0K | 0.00% | −232−3.2% | Reduced |
| Captrust Financial Advisors | 6,927 | $524.7K | 0.00% | −13,001−65.2% | Reduced |
| First Trust Advisors LP | 6,808 | $515.7K | 0.00% | −29−0.4% | Reduced |
| Great Lakes Advisors, LLC | 6,406 | $485.3K | 0.00% | −2,434−27.5% | Reduced |
| Mariner, LLC | 6,375 | $482.9K | 0.00% | −25,494−80.0% | Reduced |
| XTX Topco Ltd | 5,872 | $444.8K | 0.06% | +2,160+58.2% | Added |
| Premier Fund Managers Ltd | 5,877 | $444.0K | 0.02% | −963−14.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,728 | $433.9K | 0.01% | −160−2.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,652 | $428.1K | 0.11% | +5,652 | New |
| Guidance Capital, Inc | 5,601 | $403.0K | 0.15% | +5,601 | New |
| Virtus Investment Advisers, Inc. | 5,279 | $399.9K | 0.29% | 00.0% | Unchanged |
| HRT Financial LP | 5,279 | $399.0K | 0.00% | −10,720−67.0% | Reduced |
| Graham Capital Management, L.P. | 5,151 | $390.2K | 0.01% | +5,151 | New |
| Kapitalo Investimentos Ltda | 4,808 | $364.2K | 0.08% | +3,546+281.0% | Added |
| Aureus Asset Management, LLC | 4,804 | $363.9K | 0.02% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 4,520 | $342.4K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,482 | $339.5K | 0.00% | −517−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,464 | $338.1K | 0.00% | +322+7.8% | Added |
| Crossmark Global Holdings, Inc. | 4,447 | $337.0K | 0.01% | −22−0.5% | Reduced |