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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 28,904 | $2.48M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,106 | $2.50M | 0.01% | +2,660+10.1% | Added |
| Louisiana State Employees Retirement System | 29,200 | $2.51M | 0.05% | +600+2.1% | Added |
| Martingale Asset Management L P | 30,624 | $2.63M | 0.06% | −40.0% | Reduced |
| Illinois Municipal Retirement Fund | 30,637 | $2.63M | 0.04% | −2,812−8.4% | Reduced |
| ClariVest Asset Management LLC | 31,071 | $2.67M | 0.27% | −1,984−6.0% | Reduced |
| Zions Bancorporation, N.A. | 31,251 | $2.69M | 0.22% | −1,129−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,282 | $2.77M | 0.01% | +32,282 | New |
| MetLife Investment Management | 33,028 | $2.84M | 0.02% | +3,649+12.4% | Added |
| Corebridge Financial, Inc. | 33,232 | $2.86M | 0.02% | +33,232 | New |
| State of Alaska, Department of Revenue | 34,145 | $2.93M | 0.03% | −1,036−2.9% | Reduced |
| Renaissance Group LLC | 34,961 | $3.00M | 0.12% | +3,250+10.2% | Added |
| HighTower Advisors, LLC | 34,989 | $3.02M | 0.00% | −324−0.9% | Reduced |
| LPL Financial LLC | 35,346 | $3.04M | 0.00% | −24−0.1% | Reduced |
| M&T Bank Corp | 36,604 | $3.15M | 0.01% | +4,113+12.7% | Added |
| BNP Paribas Arbitrage, SA | 40,148 | $3.45M | 0.00% | −12,805−24.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.53M | 0.15% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 41,378 | $3.56M | 0.12% | −6,771−14.1% | Reduced |
| Citigroup Inc | 43,668 | $3.75M | 0.00% | +5,096+13.2% | Added |
| Martin & Co Inc | 44,564 | $3.83M | 0.96% | −95−0.2% | Reduced |
| Trexquant Investment LP | 44,652 | $3.84M | 0.06% | −17,144−27.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 44,663 | $3.84M | 0.25% | +15,673+54.1% | Added |
| Thrivent Financial for Lutherans | 48,237 | $4.15M | 0.01% | −1,862−3.7% | Reduced |
| Bridgewater Associates, LP | 48,265 | $4.15M | 0.02% | −6,645−12.1% | Reduced |
| Tudor Investment Corp Et Al | 52,793 | $4.54M | 0.05% | +52,793 | New |
| AXA S.A. | 56,225 | $4.83M | 0.01% | −9,857−14.9% | Reduced |
| California State Teachers Retirement System | 56,495 | $4.86M | 0.01% | −1,154−2.0% | Reduced |
| Deutsche Bank AG | 60,980 | $5.24M | 0.00% | −6,324−9.4% | Reduced |
| Victory Capital Management Inc | 61,742 | $5.31M | 0.01% | +1,226+2.0% | Added |
| Prudential Financial Inc | 62,413 | $5.36M | 0.01% | −2,458−3.8% | Reduced |
| Natixis Advisors, L.P. | 66,535 | $5.72M | 0.01% | +6,487+10.8% | Added |
| Great West Life Assurance Co | 72,013 | $6.18M | 0.01% | +9,670+15.5% | Added |
| Alliancebernstein L.P. | 72,114 | $6.20M | 0.00% | +4,530+6.7% | Added |
| New York State Teachers Retirement System | 75,812 | $6.52M | 0.01% | −5,261−6.5% | Reduced |
| American Capital Management Inc | 78,098 | $6.71M | 0.22% | +9,668+14.1% | Added |
| CIBC World Markets Corp | 80,000 | $6.88M | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 82,821 | $7.12M | 0.02% | +1,848+2.3% | Added |
| Congress Wealth Management LLC | 83,413 | $7.17M | 0.11% | +10,775+14.8% | Added |
| Public Employees Retirement System of Ohio | 87,218 | $7.50M | 0.03% | −8,374−8.8% | Reduced |
| Jane Street Group, LLC | 88,266 | $7.59M | 0.01% | +36,723+71.2% | Added |
| California Public Employees Retirement System | 92,018 | $7.91M | 0.01% | +3,677+4.2% | Added |
| Renaissance Technologies LLC | 95,412 | $8.20M | 0.01% | −18,200−16.0% | Reduced |
| Panagora Asset Management Inc | 99,316 | $8.54M | 0.04% | −151,698−60.4% | Reduced |
| Bryn Mawr Trust Co | 100,463 | $8.63M | 0.33% | −1,729−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 108,992 | $9.37M | 0.02% | +37,993+53.5% | Added |
| Swiss National Bank | 114,000 | $9.80M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 117,907 | $10.1M | 0.01% | +74,605+172.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 119,213 | $10.2M | 0.90% | −11,574−8.8% | Reduced |
| Trillium Asset Management, LLC | 120,379 | $10.3M | 0.26% | +8,043+7.2% | Added |
| Amundi | 126,784 | $10.9M | 0.00% | +1,266+1.0% | Added |
| Public Sector Pension Investment Board | 127,829 | $11.0M | 0.07% | +9,455+8.0% | Added |
| Raymond James & Associates | 129,024 | $11.1M | 0.01% | +3,933+3.1% | Added |
| NFJ Investment Group, LLC | 136,931 | $11.8M | 0.36% | +136,931 | New |
| Two Sigma Advisers, LP | 139,700 | $12.0M | 0.03% | +63,400+83.1% | Added |
| UBS Asset Management Americas Inc | 143,621 | $12.3M | 0.00% | +63,471+79.2% | Added |
| F/M Investments LLC | 146,014 | $12.6M | 0.45% | +146,014 | New |
| Point72 Europe (London) LLP | 147,500 | $12.7M | 1.07% | +91,400+162.9% | Added |
| Man Group plc | 158,155 | $13.6M | 0.04% | +158,155 | New |
| Axiom Investors LLC | 165,371 | $14.2M | 0.12% | +55,761+50.9% | Added |
| Rhumbline Advisers | 166,222 | $14.3M | 0.01% | +695+0.4% | Added |
| UBS Group AG | 174,042 | $15.0M | 0.00% | −34,028−16.4% | Reduced |
| RK Capital Management, LLC | 181,000 | $15.6M | 4.17% | −49,200−21.4% | Reduced |
| Legal & General Group Plc | 185,591 | $16.0M | 0.00% | −16,209−8.0% | Reduced |
| SEI Investments Co | 186,437 | $16.0M | 0.02% | −5,537−2.9% | Reduced |
| Oberweis Asset Management Inc | 193,840 | $16.7M | 1.02% | +37,350+23.9% | Added |
| D. E. Shaw & Co., Inc. | 204,523 | $17.6M | 0.02% | +14,009+7.4% | Added |
| Comerica Bank | 204,723 | $17.6M | 0.07% | +3,826+1.9% | Added |
| New York State Common Retirement Fund | 213,116 | $18.3M | 0.02% | +1,209+0.6% | Added |
| Fisher Asset Management, LLC | 214,853 | $18.5M | 0.01% | −730−0.3% | Reduced |
| Millennium Management LLC | 218,463 | $18.8M | 0.02% | +16,600+8.2% | Added |
| Envestnet Asset Management Inc | 229,073 | $19.7M | 0.01% | +60,261+35.7% | Added |
| Frontier Capital Management Co LLC | 238,314 | $20.5M | 0.20% | −1,596−0.7% | Reduced |
| Fort Washington Investment Advisors Inc | 240,730 | $20.7M | 0.13% | +49,360+25.8% | Added |
| Two Sigma Investments, LP | 248,159 | $21.3M | 0.05% | +86,076+53.1% | Added |
| Manufacturers Life Insurance Company, The | 283,922 | $24.4M | 0.02% | −10,539−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $25.8M | 0.05% | +50,000+20.0% | Added |
| Eagle Asset Management Inc | 307,434 | $26.3M | 0.14% | −52,474−14.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 307,487 | $26.4M | 1.38% | +346+0.1% | Added |
| JPMorgan Chase & Co | 310,298 | $26.7M | 0.00% | −107,279−25.7% | Reduced |
| Principal Financial Group Inc | 317,640 | $27.3M | 0.02% | −8,506−2.6% | Reduced |
| Goldman Sachs Group Inc | 327,740 | $28.2M | 0.01% | +201,747+160.1% | Added |
| Nomura Holdings Inc | 345,020 | $29.7M | 0.19% | −8,088−2.3% | Reduced |
| Emerald Advisers, LLC | 359,153 | $30.9M | 1.29% | −13,139−3.5% | Reduced |
| Standard Life Aberdeen plc | 369,941 | $31.8M | 0.06% | −15,137−3.9% | Reduced |
| Voya Investment Management LLC | 381,601 | $32.8M | 0.03% | +148,349+63.6% | Added |
| Wells Fargo & Company | 384,553 | $33.1M | 0.01% | −37,320−8.8% | Reduced |
| Franklin Resources Inc | 391,221 | $33.6M | 0.01% | +127,463+48.3% | Added |
| Nuveen Asset Management, LLC | 408,469 | $35.1M | 0.01% | +181,860+80.3% | Added |
| Polar Capital Holdings Plc | 412,765 | $35.5M | 0.21% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 464,119 | $39.9M | 0.01% | −103,566−18.2% | Reduced |
| Bank of New York Mellon Corp | 514,541 | $44.2M | 0.01% | +9,358+1.9% | Added |
| Bank of America Corp | 516,162 | $44.4M | 0.00% | +56,846+12.4% | Added |
| ExodusPoint Capital Management, LP | 528,900 | $45.5M | 0.50% | +376,769+247.7% | Added |
| Congress Asset Management Co | 574,442 | $49.4M | 0.35% | +55,957+10.8% | Added |
| Citadel Advisors LLC | 630,405 | $54.2M | 0.05% | +342,222+118.8% | Added |
| Point72 Asset Management, L.P. | 634,613 | $54.5M | 0.18% | +337,651+113.7% | Added |
| Rockefeller Capital Management L.P. | 638,637 | $54.9M | 0.16% | +84,061+15.2% | Added |
| Northern Trust Corp | 663,945 | $57.1M | 0.01% | −15,657−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 673,218 | $57.9M | 0.01% | +6,376+1.0% | Added |
| Westwood Holdings Group Inc. | 772,058 | $66.4M | 0.31% | −108,269−12.3% | Reduced |