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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 4,441 | $336.4K | 0.00% | +4,441 | New |
| Assenagon Asset Management S.A. | 4,308 | $326.3K | 0.00% | +4,308 | New |
| SG Americas Securities, LLC | 4,208 | $319.0K | 0.00% | +2,076+97.4% | Added |
| American Century Companies Inc | 4,098 | $310.4K | 0.00% | +9+0.2% | Added |
| Raymond James Trust N.A. | 4,078 | $308.9K | 0.01% | +35+0.9% | Added |
| US Bancorp | 4,051 | $306.9K | 0.00% | −142−3.4% | Reduced |
| AlphaMark Advisors, LLC | 4,008 | $304.0K | 0.11% | +4,008 | New |
| JustInvest LLC | 4,006 | $303.5K | 0.01% | +322+8.7% | Added |
| Change Path, LLC | 4,003 | $303.0K | 0.01% | +375+10.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,797 | $287.6K | 0.00% | +572+17.7% | Added |
| STRS Ohio | 3,800 | $287.0K | 0.00% | −9,900−72.3% | Reduced |
| KLR Investment Advisors, LLC | 3,796 | $278.1K | 0.20% | +3,796 | New |
| MeadowBrook Investment Advisors LLC | 3,530 | $267.4K | 0.25% | −320−8.3% | Reduced |
| MQS Management LLC | 3,528 | $267.2K | 0.15% | +3,528 | New |
| Evergreen Capital Management LLC | 3,496 | $264.8K | 0.01% | +142+4.2% | Added |
| Mackenzie Financial Corp | 3,478 | $263.5K | 0.00% | −600−14.7% | Reduced |
| Xponance, Inc. | 3,451 | $261.4K | 0.00% | +10+0.3% | Added |
| Simplex Trading, LLC | 3,406 | $258.0K | 0.01% | +2,846+508.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,374 | $255.6K | 0.00% | +667+24.6% | Added |
| CIBC Asset Management Inc | 3,323 | $251.7K | 0.00% | −25−0.7% | Reduced |
| Entropy Technologies, LP | 3,314 | $251.0K | 0.03% | +203+6.5% | Added |
| Peapack Gladstone Financial Corp | 3,236 | $245.0K | 0.00% | −23−0.7% | Reduced |
| Profund Advisors LLC | 3,220 | $243.9K | 0.01% | −418−11.5% | Reduced |
| Lido Advisors, LLC | 3,159 | $239.3K | 0.00% | +265+9.2% | Added |
| MML Investors Services, LLC | 3,132 | $237.0K | 0.00% | +3,132 | New |
| Lindenwold Advisors | 3,126 | $236.8K | 0.13% | +10+0.3% | Added |
| Dakota Wealth Management | 3,103 | $235.1K | 0.01% | −148−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,102 | $235.0K | 0.01% | −13,874−81.7% | Reduced |
| Thrive Capital Management, LLC | 3,093 | $234.3K | 0.12% | +3,093 | New |
| Cetera Investment Advisers | 3,090 | $234.1K | 0.00% | +3,090 | New |
| Mercer Global Advisors Inc | 3,086 | $234.0K | 0.00% | −416−11.9% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $227.3K | 0.00% | +3,000 | New |
| Metropolitan Life Insurance Co | 2,989 | $226.4K | 0.01% | −286−8.7% | Reduced |
| CI Private Wealth, LLC | 2,935 | $222.3K | 0.00% | +154+5.5% | Added |
| Cerity Partners LLC | 2,717 | $205.8K | 0.00% | +2,717 | New |
| Palouse Capital Management, Inc. | 2,310 | $175.0K | 0.12% | +2,310 | New |
| Quadrant Capital Group LLC | 2,124 | $160.9K | 0.01% | −2−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,770 | $133.0K | 0.02% | +1,770 | New |
| Hilltop National Bank | 1,639 | $124.2K | 0.04% | +1,639 | New |
| TD Private Client Wealth LLC | 1,521 | $115.2K | 0.00% | +460+43.4% | Added |
| Huntington National Bank | 1,377 | $104.3K | 0.00% | +196+16.6% | Added |
| KBC Group NV | 1,325 | $100.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,267 | $96.0K | 0.00% | −777−38.0% | Reduced |
| Globeflex Capital L P | 1,257 | $95.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,229 | $93.1K | 0.00% | +80+7.0% | Added |
| Ronald Blue Trust, Inc. | 1,191 | $90.2K | 0.00% | +170+16.7% | Added |
| nVerses Capital, LLC | 1,100 | $83.3K | 0.20% | +1,100 | New |
| Virtus Fund Advisers, LLC | 970 | $73.5K | 0.26% | +368+61.1% | Added |
| EntryPoint Capital, LLC | 913 | $69.2K | 0.06% | +880+2,666.7% | Added |
| First Horizon Advisors, Inc. | 852 | $64.5K | 0.00% | −101−10.6% | Reduced |
| Headlands Technologies LLC | 658 | $49.8K | 0.01% | +658 | New |
| Valley National Advisers Inc | 595 | $45.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 592 | $44.0K | 0.00% | +592 | New |
| CWM, LLC | 546 | $41.0K | 0.00% | −41−7.0% | Reduced |
| State of Wyoming | 506 | $38.3K | 0.01% | −46−8.3% | Reduced |
| Proequities, Inc. | 475 | $36.0K | 0.00% | +65+15.9% | Added |
| Parallel Advisors, LLC | 397 | $30.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 386 | $29.2K | 0.02% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 375 | $28.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 343 | $26.0K | 0.01% | +118+52.4% | Added |
| Hexagon Capital Partners LLC | 336 | $25.5K | 0.01% | +45+15.5% | Added |
| Eagle Bay Advisors LLC | 324 | $24.5K | 0.02% | +42+14.9% | Added |
| Covestor Ltd | 219 | $17.0K | 0.01% | +101+85.6% | Added |
| Principal Securities, Inc. | 209 | $15.8K | 0.00% | +71+51.4% | Added |
| Elequin Capital LP | 187 | $14.2K | 0.00% | +187 | New |
| Federated Hermes, Inc. | 184 | $13.9K | 0.00% | +184 | New |
| Lindbrook Capital, LLC | 178 | $13.5K | 0.00% | −8−4.3% | Reduced |
| Key Financial Inc | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $11.8K | 0.00% | −7−4.3% | Reduced |
| CIBC Private Wealth Group, LLC | 150 | $11.3K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 119 | $9.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 119 | $9.01K | 0.00% | +2+1.7% | Added |
| Bessemer Group Inc | 98 | $7.00K | 0.00% | +57+139.0% | Added |
| Northwestern Mutual Wealth Management Co | 75 | $5.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 71 | $5.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 62 | $4.70K | 0.00% | +62 | New |
| Allworth Financial LP | 56 | $4.24K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $3.56K | 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 |
| Farmers & Merchants Investments Inc | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $3.18K | 0.00% | +2+5.0% | Added |
| Cetera Trust Company, N.A | 38 | $2.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $2.33K | 0.00% | −5−13.9% | Reduced |
| Bokf, NA | 30 | $2.25K | 0.00% | −83−73.5% | Reduced |
| Versant Capital Management, Inc | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $1.89K | 0.00% | +25 | 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 |
| Cape Investment Advisory, Inc. | 15 | $1.14K | 0.00% | +15 | New |
| Institutional & Family Asset Management, LLC | 13 | $985 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $963 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $758 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $682 | 0.00% | +9 | New |
| IFP Advisors, Inc | 8 | $606 | 0.00% | −33−80.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $606 | 0.00% | +2+33.3% | Added |
| Abound Wealth Management | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $379 | 0.00% | +5 | New |