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, Q2 2024
Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
- 320
- +19 vs. Q1 2024
- Shares held
- 60.6M
- +1.79M (+3.0%) vs. Q1 2024
- Total value
- $5.21B
- +$755.1M (+16.9%) vs. Q1 2024
- New holders
- 50
- 127 more added
- Sold out
- 31
- 100 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,913,961 | $766.2M | 0.02% | −592,942−6.2% | Reduced |
| Vanguard Group Inc | 6,568,306 | $564.5M | 0.01% | −256,087−3.8% | Reduced |
| William Blair Investment Management, LLC | 3,053,461 | $262.4M | 0.69% | +10,512+0.3% | Added |
| Conestoga Capital Advisors, LLC | 2,250,368 | $193.4M | 2.90% | +75,885+3.5% | Added |
| State Street Corp | 2,216,603 | $190.5M | 0.01% | −25,555−1.1% | Reduced |
| Macquarie Group Ltd | 1,745,799 | $150.1M | 0.17% | +498,445+40.0% | Added |
| ArrowMark Colorado Holdings LLC | 1,671,492 | $143.7M | 1.71% | −513,761−23.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,546,118 | $132.9M | 0.57% | +86,680+5.9% | Added |
| Geode Capital Management, LLC | 1,339,775 | $115.2M | 0.01% | +47,161+3.6% | Added |
| Dimensional Fund Advisors LP | 1,305,970 | $112.2M | 0.03% | −13,686−1.0% | Reduced |
| Invesco Ltd. | 1,220,948 | $104.9M | 0.02% | −16,069−1.3% | Reduced |
| Morgan Stanley | 1,141,106 | $98.1M | 0.01% | +111,222+10.8% | Added |
| Loomis Sayles & Co L P | 1,114,050 | $95.8M | 0.13% | +2,852+0.3% | Added |
| Royal Bank of Canada | 947,602 | $81.4M | 0.02% | +8,730+0.9% | Added |
| FMR LLC | 927,447 | $79.7M | 0.01% | +6,487+0.7% | Added |
| Greenhouse Funds LLLP | 925,884 | $79.6M | 4.17% | +65,026+7.6% | Added |
| Channing Capital Management, LLC | 857,862 | $73.7M | 2.02% | +26,926+3.2% | Added |
| Aristotle Capital Boston, LLC | 794,603 | $68.3M | 2.30% | −58,709−6.9% | Reduced |
| Norges Bank | 782,733 | $67.3M | 0.01% | +172,798+28.3% | Added |
| Price T Rowe Associates Inc | 780,479 | $67.1M | 0.01% | −58,364−7.0% | Reduced |
| Westwood Holdings Group Inc. | 772,058 | $66.4M | 0.31% | −108,269−12.3% | Reduced |
| Charles Schwab Investment Management Inc | 673,218 | $57.9M | 0.01% | +6,376+1.0% | Added |
| Northern Trust Corp | 663,945 | $57.1M | 0.01% | −15,657−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 638,637 | $54.9M | 0.16% | +84,061+15.2% | Added |
| Point72 Asset Management, L.P. | 634,613 | $54.5M | 0.18% | +337,651+113.7% | Added |
| Citadel Advisors LLC | 630,405 | $54.2M | 0.05% | +342,222+118.8% | Added |
| Congress Asset Management Co | 574,442 | $49.4M | 0.35% | +55,957+10.8% | Added |
| ExodusPoint Capital Management, LP | 528,900 | $45.5M | 0.50% | +376,769+247.7% | Added |
| Bank of America Corp | 516,162 | $44.4M | 0.00% | +56,846+12.4% | Added |
| Bank of New York Mellon Corp | 514,541 | $44.2M | 0.01% | +9,358+1.9% | Added |
| Ameriprise Financial Inc | 464,119 | $39.9M | 0.01% | −103,566−18.2% | Reduced |
| Polar Capital Holdings Plc | 412,765 | $35.5M | 0.21% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 408,469 | $35.1M | 0.01% | +181,860+80.3% | Added |
| Franklin Resources Inc | 391,221 | $33.6M | 0.01% | +127,463+48.3% | Added |
| Wells Fargo & Company | 384,553 | $33.1M | 0.01% | −37,320−8.8% | Reduced |
| Voya Investment Management LLC | 381,601 | $32.8M | 0.03% | +148,349+63.6% | Added |
| Standard Life Aberdeen plc | 369,941 | $31.8M | 0.06% | −15,137−3.9% | Reduced |
| Emerald Advisers, LLC | 359,153 | $30.9M | 1.29% | −13,139−3.5% | Reduced |
| Nomura Holdings Inc | 345,020 | $29.7M | 0.19% | −8,088−2.3% | Reduced |
| Goldman Sachs Group Inc | 327,740 | $28.2M | 0.01% | +201,747+160.1% | Added |
| Principal Financial Group Inc | 317,640 | $27.3M | 0.02% | −8,506−2.6% | Reduced |
| JPMorgan Chase & Co | 310,298 | $26.7M | 0.00% | −107,279−25.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 307,487 | $26.4M | 1.38% | +346+0.1% | Added |
| Eagle Asset Management Inc | 307,434 | $26.3M | 0.14% | −52,474−14.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $25.8M | 0.05% | +50,000+20.0% | Added |
| Manufacturers Life Insurance Company, The | 283,922 | $24.4M | 0.02% | −10,539−3.6% | Reduced |
| Two Sigma Investments, LP | 248,159 | $21.3M | 0.05% | +86,076+53.1% | Added |
| Fort Washington Investment Advisors Inc | 240,730 | $20.7M | 0.13% | +49,360+25.8% | Added |
| Frontier Capital Management Co LLC | 238,314 | $20.5M | 0.20% | −1,596−0.7% | Reduced |
| Envestnet Asset Management Inc | 229,073 | $19.7M | 0.01% | +60,261+35.7% | Added |
| Millennium Management LLC | 218,463 | $18.8M | 0.02% | +16,600+8.2% | Added |
| Fisher Asset Management, LLC | 214,853 | $18.5M | 0.01% | −730−0.3% | Reduced |
| New York State Common Retirement Fund | 213,116 | $18.3M | 0.02% | +1,209+0.6% | Added |
| Comerica Bank | 204,723 | $17.6M | 0.07% | +3,826+1.9% | Added |
| D. E. Shaw & Co., Inc. | 204,523 | $17.6M | 0.02% | +14,009+7.4% | Added |
| Oberweis Asset Management Inc | 193,840 | $16.7M | 1.02% | +37,350+23.9% | Added |
| SEI Investments Co | 186,437 | $16.0M | 0.02% | −5,537−2.9% | Reduced |
| Legal & General Group Plc | 185,591 | $16.0M | 0.00% | −16,209−8.0% | Reduced |
| RK Capital Management, LLC | 181,000 | $15.6M | 4.17% | −49,200−21.4% | Reduced |
| UBS Group AG | 174,042 | $15.0M | 0.00% | −34,028−16.4% | Reduced |
| Rhumbline Advisers | 166,222 | $14.3M | 0.01% | +695+0.4% | Added |
| Axiom Investors LLC | 165,371 | $14.2M | 0.12% | +55,761+50.9% | Added |
| Man Group plc | 158,155 | $13.6M | 0.04% | +158,155 | New |
| Point72 Europe (London) LLP | 147,500 | $12.7M | 1.07% | +91,400+162.9% | Added |
| F/M Investments LLC | 146,014 | $12.6M | 0.45% | +146,014 | New |
| UBS Asset Management Americas Inc | 143,621 | $12.3M | 0.00% | +63,471+79.2% | Added |
| Two Sigma Advisers, LP | 139,700 | $12.0M | 0.03% | +63,400+83.1% | Added |
| NFJ Investment Group, LLC | 136,931 | $11.8M | 0.36% | +136,931 | New |
| Raymond James & Associates | 129,024 | $11.1M | 0.01% | +3,933+3.1% | Added |
| Public Sector Pension Investment Board | 127,829 | $11.0M | 0.07% | +9,455+8.0% | Added |
| Amundi | 126,784 | $10.9M | 0.00% | +1,266+1.0% | Added |
| Trillium Asset Management, LLC | 120,379 | $10.3M | 0.26% | +8,043+7.2% | Added |
| Mesirow Institutional Investment Management, Inc. | 119,213 | $10.2M | 0.90% | −11,574−8.8% | Reduced |
| Marshall Wace, LLP | 117,907 | $10.1M | 0.01% | +74,605+172.3% | Added |
| Swiss National Bank | 114,000 | $9.80M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 108,992 | $9.37M | 0.02% | +37,993+53.5% | Added |
| Bryn Mawr Trust Co | 100,463 | $8.63M | 0.33% | −1,729−1.7% | Reduced |
| Panagora Asset Management Inc | 99,316 | $8.54M | 0.04% | −151,698−60.4% | Reduced |
| Renaissance Technologies LLC | 95,412 | $8.20M | 0.01% | −18,200−16.0% | Reduced |
| California Public Employees Retirement System | 92,018 | $7.91M | 0.01% | +3,677+4.2% | Added |
| Jane Street Group, LLC | 88,266 | $7.59M | 0.01% | +36,723+71.2% | Added |
| Public Employees Retirement System of Ohio | 87,218 | $7.50M | 0.03% | −8,374−8.8% | Reduced |
| Congress Wealth Management LLC | 83,413 | $7.17M | 0.11% | +10,775+14.8% | Added |
| State of Wisconsin Investment Board | 82,821 | $7.12M | 0.02% | +1,848+2.3% | Added |
| CIBC World Markets Corp | 80,000 | $6.88M | 0.05% | 00.0% | Unchanged |
| American Capital Management Inc | 78,098 | $6.71M | 0.22% | +9,668+14.1% | Added |
| New York State Teachers Retirement System | 75,812 | $6.52M | 0.01% | −5,261−6.5% | Reduced |
| Alliancebernstein L.P. | 72,114 | $6.20M | 0.00% | +4,530+6.7% | Added |
| Great West Life Assurance Co | 72,013 | $6.18M | 0.01% | +9,670+15.5% | Added |
| Natixis Advisors, L.P. | 66,535 | $5.72M | 0.01% | +6,487+10.8% | Added |
| Prudential Financial Inc | 62,413 | $5.36M | 0.01% | −2,458−3.8% | Reduced |
| Victory Capital Management Inc | 61,742 | $5.31M | 0.01% | +1,226+2.0% | Added |
| Deutsche Bank AG | 60,980 | $5.24M | 0.00% | −6,324−9.4% | Reduced |
| California State Teachers Retirement System | 56,495 | $4.86M | 0.01% | −1,154−2.0% | Reduced |
| AXA S.A. | 56,225 | $4.83M | 0.01% | −9,857−14.9% | Reduced |
| Tudor Investment Corp Et Al | 52,793 | $4.54M | 0.05% | +52,793 | New |
| Bridgewater Associates, LP | 48,265 | $4.15M | 0.02% | −6,645−12.1% | Reduced |
| Thrivent Financial for Lutherans | 48,237 | $4.15M | 0.01% | −1,862−3.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 44,663 | $3.84M | 0.25% | +15,673+54.1% | Added |
| Trexquant Investment LP | 44,652 | $3.84M | 0.06% | −17,144−27.7% | Reduced |