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 |
|---|---|---|---|---|---|
| Natixis | 1 | $86 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $344 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $602 | 0.00% | −1−12.5% | Reduced |
| Larson Financial Group LLC | 8 | $688 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $774 | 0.00% | −1−10.0% | Reduced |
| Cornerstone Planning Group LLC | 10 | $875 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.38K | 0.00% | +16 | New |
| Institutional & Family Asset Management, LLC | 17 | $1.46K | 0.00% | +4+30.8% | Added |
| IFP Advisors, Inc | 19 | $1.63K | 0.00% | +11+137.5% | Added |
| Innealta Capital, LLC | 20 | $1.72K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 20 | $1.72K | 0.00% | +20 | New |
| Rothschild Investment LLC | 25 | $2.15K | 0.00% | +20+400.0% | Added |
| Mather Group, LLC. | 30 | $2.27K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 27 | $2.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 36 | $3.10K | 0.00% | +36 | New |
| Cetera Trust Company, N.A | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $4.45K | 0.00% | −4−7.1% | Reduced |
| LRI Investments, LLC | 57 | $4.88K | 0.00% | +57 | New |
| Cape Investment Advisory, Inc. | 59 | $5.07K | 0.00% | +44+293.3% | Added |
| Umb Bank N A | 64 | $5.50K | 0.00% | +42+190.9% | Added |
| LGT Financial Advisors LLC | 66 | $5.67K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $5.97K | 0.00% | +57+438.5% | Added |
| Northwestern Mutual Wealth Management Co | 75 | $6.45K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 92 | $7.91K | 0.00% | +92 | New |
| Bessemer Group Inc | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $8.77K | 0.00% | +102 | New |
| Picton Mahoney Asset Management | 113 | $10.0K | 0.00% | +113 | New |
| Parkside Financial Bank & Trust | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $11.0K | 0.00% | +9+7.6% | Added |
| CIBC Private Wealth Group, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $13.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 172 | $14.8K | 0.00% | −12−6.5% | Reduced |
| Key Financial Inc | 172 | $14.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 175 | $15.0K | 0.00% | +175 | New |
| Crewe Advisors LLC | 187 | $16.1K | 0.00% | +141+306.5% | Added |
| Lindbrook Capital, LLC | 194 | $16.7K | 0.00% | +16+9.0% | Added |
| DT Investment Partners, LLC | 195 | $16.8K | 0.00% | +195 | New |
| Eagle Bay Advisors LLC | 235 | $20.2K | 0.01% | −89−27.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 271 | $23.3K | 0.00% | +200+281.7% | Added |
| Opal Wealth Advisors, LLC | 333 | $28.6K | 0.01% | +333 | New |
| Covestor Ltd | 344 | $30.0K | 0.02% | +125+57.1% | Added |
| Hexagon Capital Partners LLC | 368 | $31.6K | 0.01% | +32+9.5% | Added |
| Custom Portfolio Group LLC | 375 | $32.2K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $32.9K | 0.01% | +389+7,780.0% | Added |
| Valued Wealth Advisors LLC | 386 | $33.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $34.4K | 0.01% | +400 | New |
| Parallel Advisors, LLC | 403 | $34.6K | 0.00% | +6+1.5% | Added |
| DekaBank Deutsche Girozentrale | 592 | $49.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 595 | $51.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 611 | $53.0K | 0.00% | +65+11.9% | Added |
| First Horizon Advisors, Inc. | 689 | $59.2K | 0.00% | −163−19.1% | Reduced |
| Huntington National Bank | 708 | $60.9K | 0.00% | −669−48.6% | Reduced |
| Farther Finance Advisors, LLC | 796 | $68.2K | 0.00% | +765+2,467.7% | Added |
| GAMMA Investing LLC | 831 | $71.4K | 0.01% | +488+142.3% | Added |
| Proequities, Inc. | 887 | $76.2K | 0.00% | +412+86.7% | Added |
| National Bank of Canada | 900 | $76.8K | 0.00% | +900 | New |
| EntryPoint Capital, LLC | 956 | $82.2K | 0.04% | +43+4.7% | Added |
| Anfield Capital Management, LLC | 1,000 | $86.0K | 0.04% | +1,000 | New |
| Virtus Fund Advisers, LLC | 1,018 | $87.5K | 0.35% | +48+4.9% | Added |
| Lazard Asset Management LLC | 1,082 | $92.0K | 0.00% | −6,776−86.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,426 | $108.0K | 0.00% | +235+19.7% | Added |
| Globeflex Capital L P | 1,257 | $108.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,278 | $109.8K | 0.00% | +49+4.0% | Added |
| Canada Pension Plan Investment Board | 1,300 | $111.7K | 0.00% | +1,300 | New |
| TD Private Client Wealth LLC | 1,521 | $130.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,581 | $135.9K | 0.00% | +1,372+656.5% | Added |
| KBC Group NV | 1,586 | $136.0K | 0.00% | +261+19.7% | Added |
| Hilltop National Bank | 1,657 | $142.4K | 0.05% | +18+1.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,832 | $157.5K | 0.03% | −3,820−67.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,865 | $160.3K | 0.00% | +598+47.2% | Added |
| Palouse Capital Management, Inc. | 2,186 | $187.9K | 0.13% | −124−5.4% | Reduced |
| Central Pacific Bank - Trust Division | 2,250 | $193.4K | 0.02% | +480+27.1% | Added |
| Trajan Wealth LLC | 2,361 | $202.9K | 0.01% | +2,361 | New |
| Shelton Capital Management | 2,423 | $208.3K | 0.01% | +2,423 | New |
| Prudent Man Advisors, LLC | 2,536 | $218.0K | 0.08% | +2,536 | New |
| Quadrant Capital Group LLC | 2,541 | $218.4K | 0.02% | +417+19.6% | Added |
| Sequoia Financial Advisors, LLC | 2,550 | $219.2K | 0.00% | −1,891−42.6% | Reduced |
| Neuberger Berman Group LLC | 2,629 | $226.0K | 0.00% | +2,629 | New |
| nVerses Capital, LLC | 2,800 | $240.7K | 0.14% | +1,700+154.5% | Added |
| Cresset Asset Management, LLC | 2,805 | $241.1K | 0.00% | +2,805 | New |
| Old National Bancorp | 2,854 | $245.3K | 0.01% | +2,854 | New |
| CI Private Wealth, LLC | 2,909 | $250.0K | 0.00% | −26−0.9% | Reduced |
| Profund Advisors LLC | 2,942 | $252.9K | 0.01% | −278−8.6% | Reduced |
| Lido Advisors, LLC | 2,963 | $254.7K | 0.00% | −196−6.2% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $257.9K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 3,052 | $262.3K | 0.02% | +3,052 | New |
| Lindenwold Advisors | 3,126 | $268.7K | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,139 | $269.8K | 0.01% | +36+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,177 | $273.1K | 0.00% | +3,177 | New |
| Peapack Gladstone Financial Corp | 3,196 | $275.0K | 0.00% | −40−1.2% | Reduced |
| FORA Capital, LLC | 3,262 | $280.4K | 0.03% | −4,356−57.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,312 | $284.7K | 0.00% | −62−1.8% | Reduced |
| CIBC Asset Management Inc | 3,312 | $284.7K | 0.00% | −11−0.3% | Reduced |
| RSM US Wealth Management LLC | 3,374 | $288.9K | 0.00% | +3,374 | New |