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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 3,376 | $290.2K | 0.00% | +290+9.4% | Added |
| JustInvest LLC | 3,414 | $291.5K | 0.01% | −592−14.8% | Reduced |
| Mackenzie Financial Corp | 3,478 | $298.9K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,486 | $299.6K | 0.12% | +3,486 | New |
| SageView Advisory Group, LLC | 3,495 | $300.4K | 0.01% | +3,495 | New |
| MeadowBrook Investment Advisors LLC | 3,530 | $303.4K | 0.29% | 00.0% | Unchanged |
| Ethic Inc. | 3,584 | $308.0K | 0.01% | +3,584 | New |
| Benjamin Edwards Inc | 3,623 | $311.0K | 0.06% | +3,623 | New |
| Xponance, Inc. | 3,621 | $311.2K | 0.00% | +170+4.9% | Added |
| Park Avenue Securities LLC | 3,768 | $324.0K | 0.00% | +3,768 | New |
| US Bancorp | 3,910 | $336.1K | 0.00% | −141−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,926 | $337.4K | 0.00% | +3,926 | New |
| Evergreen Capital Management LLC | 3,965 | $340.8K | 0.01% | +469+13.4% | Added |
| Raymond James Trust N.A. | 3,970 | $341.2K | 0.01% | −108−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,985 | $342.5K | 0.00% | +188+5.0% | Added |
| Change Path, LLC | 4,013 | $345.0K | 0.02% | +10+0.2% | Added |
| Numerai GP LLC | 4,144 | $356.2K | 0.13% | +4,144 | New |
| American Century Companies Inc | 4,216 | $362.4K | 0.00% | +118+2.9% | Added |
| Nisa Investment Advisors, LLC | 4,508 | $387.5K | 0.00% | +44+1.0% | Added |
| Guardian Asset Advisors, LLC | 4,520 | $388.5K | 0.29% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,804 | $412.9K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,279 | $453.7K | 0.38% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,607 | $481.9K | 0.02% | −121−2.1% | Reduced |
| Algert Global LLC | 5,832 | $501.3K | 0.02% | −4,883−45.6% | Reduced |
| Guidance Capital, Inc | 6,128 | $522.7K | 0.17% | +527+9.4% | Added |
| Quest Partners LLC | 6,148 | $528.4K | 0.07% | −2,239−26.7% | Reduced |
| Engineers Gate Manager LP | 6,293 | $540.9K | 0.01% | −5,779−47.9% | Reduced |
| Point72 (DIFC) Ltd | 6,335 | $544.5K | 0.05% | −1,841−22.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,458 | $555.0K | 0.00% | −543−7.8% | Reduced |
| Aquatic Capital Management LLC | 6,600 | $567.3K | 0.02% | +6,600 | New |
| STRS Ohio | 6,700 | $575.9K | 0.00% | +2,900+76.3% | Added |
| Thrive Capital Management, LLC | 7,185 | $617.6K | 0.28% | +4,092+132.3% | Added |
| Captrust Financial Advisors | 7,253 | $623.4K | 0.00% | +326+4.7% | Added |
| QRG Capital Management, Inc. | 7,332 | $630.2K | 0.01% | +40+0.5% | Added |
| Pictet Asset Management Holding SA | 7,370 | $633.5K | 0.00% | −1,183−13.8% | Reduced |
| Teacher Retirement System of Texas | 7,404 | $636.0K | 0.00% | −10,359−58.3% | Reduced |
| Soltis Investment Advisors LLC | 7,419 | $637.7K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,707 | $662.4K | 0.00% | −12,585−62.0% | Reduced |
| Bank of Montreal | 7,860 | $679.3K | 0.00% | −6,129−43.8% | Reduced |
| Hancock Whitney Corp | 7,908 | $679.7K | 0.02% | +7+0.1% | Added |
| Crossmark Global Holdings, Inc. | 8,031 | $690.0K | 0.01% | +3,584+80.6% | Added |
| Zacks Investment Management | 8,292 | $712.7K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 8,334 | $716.3K | 0.01% | +8,334 | New |
| Intech Investment Management LLC | 8,370 | $719.4K | 0.01% | +8,370 | New |
| Petrus Trust Company, LTA | 8,443 | $725.7K | 0.07% | −1,728−17.0% | Reduced |
| Great Lakes Advisors, LLC | 8,605 | $739.6K | 0.01% | +2,199+34.3% | Added |
| Capstone Investment Advisors, LLC | 8,634 | $742.1K | 0.02% | +8,634 | New |
| Cetera Investment Advisers | 8,662 | $744.5K | 0.00% | +5,572+180.3% | Added |
| Vestcor Inc | 8,723 | $750.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,140 | $751.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,779 | $754.6K | 0.00% | −2,705−23.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,800 | $756.4K | 0.02% | +8,800 | New |
| Mariner, LLC | 8,867 | $762.1K | 0.00% | +2,492+39.1% | Added |
| Henshaw Capital LLC | 9,147 | $786.2K | 0.04% | +116+1.3% | Added |
| Premier Fund Managers Ltd | 9,441 | $788.0K | 0.03% | +3,564+60.6% | Added |
| Truist Financial Corp | 9,253 | $795.3K | 0.00% | +9,253 | New |
| Tower Research Capital LLC (TRC) | 9,378 | $806.0K | 0.01% | +6,276+202.3% | Added |
| SG Americas Securities, LLC | 9,479 | $815.0K | 0.01% | +5,271+125.3% | Added |
| Vise Technologies, Inc. | 9,541 | $820.0K | 0.14% | +1,670+21.2% | Added |
| Mutual of America Capital Management LLC | 9,551 | $820.9K | 0.01% | −398−4.0% | Reduced |
| First Trust Advisors LP | 9,570 | $822.5K | 0.00% | +2,762+40.6% | Added |
| Gabelli Funds LLC | 10,000 | $859.5K | 0.01% | −5,000−33.3% | Reduced |
| Twinbeech Capital LP | 10,291 | $884.5K | 0.02% | −34,204−76.9% | Reduced |
| Toroso Investments, LLC | 10,294 | $884.8K | 0.01% | +10,294 | New |
| Allianz Asset Management GmbH | 10,568 | $908.3K | 0.00% | −313−2.9% | Reduced |
| AQR Capital Management LLC | 11,043 | $949.1K | 0.00% | +2,931+36.1% | Added |
| Level Four Advisory Services, LLC | 11,043 | $949.1K | 0.04% | +11,043 | New |
| Oppenheimer & Co Inc | 11,066 | $951.1K | 0.02% | +11,066 | New |
| Diversified Trust Co | 11,248 | $966.8K | 0.03% | −45−0.4% | Reduced |
| South Dakota Investment Council | 11,806 | $1.01M | 0.02% | −15−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,521 | $1.08M | 0.01% | +50+0.4% | Added |
| HSBC Holdings PLC | 12,937 | $1.11M | 0.00% | −1,745−11.9% | Reduced |
| Handelsbanken Fonder AB | 13,309 | $1.14M | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,980 | $1.20M | 0.10% | +3,282+30.7% | Added |
| Oregon Public Employees Retirement Fund | 14,119 | $1.21M | 0.02% | −1,390−9.0% | Reduced |
| UniSuper Management Pty Ltd | 14,302 | $1.23M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,020 | $1.29M | 0.00% | +3,887+34.9% | Added |
| Russell Investments Group, Ltd. | 15,467 | $1.33M | 0.00% | −1,412−8.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,179 | $1.39M | 0.00% | −5,965−26.9% | Reduced |
| Arizona State Retirement System | 16,217 | $1.39M | 0.01% | +346+2.2% | Added |
| MML Investors Services, LLC | 16,300 | $1.40M | 0.01% | +13,168+420.4% | Added |
| The PNC Financial Services Group, Inc. | 16,582 | $1.43M | 0.00% | +5,070+44.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,171 | $1.48M | 0.00% | +1,182+7.4% | Added |
| Amalgamated Bank | 17,711 | $1.52M | 0.01% | −529−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.58M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 19,744 | $1.70M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,259 | $1.74M | 0.03% | −551−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 20,392 | $1.75M | 0.04% | +1,094+5.7% | Added |
| Stifel Financial Corp | 23,244 | $2.00M | 0.00% | +10,977+89.5% | Added |
| Blair William & Co | 23,289 | $2.00M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 23,687 | $2.04M | 0.02% | −2,675−10.1% | Reduced |
| State of New Jersey Common Pension Fund D | 23,994 | $2.06M | 0.01% | −11,487−32.4% | Reduced |
| Linden Advisors LP | 25,918 | $2.23M | 0.02% | +25,918 | New |
| Squarepoint Ops LLC | 26,665 | $2.29M | 0.01% | −5,399−16.8% | Reduced |
| Janus Henderson Group PLC | 26,731 | $2.30M | 0.00% | −292−1.1% | Reduced |
| Bailard, Inc. | 26,903 | $2.31M | 0.06% | +4,370+19.4% | Added |
| Ami Asset Management Corp | 27,294 | $2.35M | 0.13% | −38,467−58.5% | Reduced |
| TownSquare Capital, LLC | 27,343 | $2.35M | 0.03% | +4,780+21.2% | Added |
| Barclays PLC | 27,804 | $2.39M | 0.00% | −33,374−54.6% | Reduced |
| Glenmede Trust Co NA | 28,467 | $2.45M | 0.01% | +439+1.6% | Added |