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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 44,564 | $3.83M | 0.96% | −95−0.2% | Reduced |
| Citigroup Inc | 43,668 | $3.75M | 0.00% | +5,096+13.2% | Added |
| Chartwell Investment Partners, LLC | 41,378 | $3.56M | 0.12% | −6,771−14.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $3.53M | 0.15% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 40,148 | $3.45M | 0.00% | −12,805−24.2% | Reduced |
| M&T Bank Corp | 36,604 | $3.15M | 0.01% | +4,113+12.7% | Added |
| LPL Financial LLC | 35,346 | $3.04M | 0.00% | −24−0.1% | Reduced |
| HighTower Advisors, LLC | 34,989 | $3.02M | 0.00% | −324−0.9% | Reduced |
| Renaissance Group LLC | 34,961 | $3.00M | 0.12% | +3,250+10.2% | Added |
| State of Alaska, Department of Revenue | 34,145 | $2.93M | 0.03% | −1,036−2.9% | Reduced |
| Corebridge Financial, Inc. | 33,232 | $2.86M | 0.02% | +33,232 | New |
| MetLife Investment Management | 33,028 | $2.84M | 0.02% | +3,649+12.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,282 | $2.77M | 0.01% | +32,282 | New |
| Zions Bancorporation, N.A. | 31,251 | $2.69M | 0.22% | −1,129−3.5% | Reduced |
| ClariVest Asset Management LLC | 31,071 | $2.67M | 0.27% | −1,984−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 30,637 | $2.63M | 0.04% | −2,812−8.4% | Reduced |
| Martingale Asset Management L P | 30,624 | $2.63M | 0.06% | −40.0% | Reduced |
| Louisiana State Employees Retirement System | 29,200 | $2.51M | 0.05% | +600+2.1% | Added |
| Pathstone Holdings, LLC | 29,106 | $2.50M | 0.01% | +2,660+10.1% | Added |
| State of Tennessee, Treasury Department | 28,904 | $2.48M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 28,467 | $2.45M | 0.01% | +439+1.6% | Added |
| Barclays PLC | 27,804 | $2.39M | 0.00% | −33,374−54.6% | Reduced |
| TownSquare Capital, LLC | 27,343 | $2.35M | 0.03% | +4,780+21.2% | Added |
| Ami Asset Management Corp | 27,294 | $2.35M | 0.13% | −38,467−58.5% | Reduced |
| Bailard, Inc. | 26,903 | $2.31M | 0.06% | +4,370+19.4% | Added |
| Janus Henderson Group PLC | 26,731 | $2.30M | 0.00% | −292−1.1% | Reduced |
| Squarepoint Ops LLC | 26,665 | $2.29M | 0.01% | −5,399−16.8% | Reduced |
| Linden Advisors LP | 25,918 | $2.23M | 0.02% | +25,918 | New |
| State of New Jersey Common Pension Fund D | 23,994 | $2.06M | 0.01% | −11,487−32.4% | Reduced |
| Yousif Capital Management, LLC | 23,687 | $2.04M | 0.02% | −2,675−10.1% | Reduced |
| Blair William & Co | 23,289 | $2.00M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,244 | $2.00M | 0.00% | +10,977+89.5% | Added |
| Exchange Traded Concepts, LLC | 20,392 | $1.75M | 0.04% | +1,094+5.7% | Added |
| Maryland State Retirement & Pension System | 20,259 | $1.74M | 0.03% | −551−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 19,744 | $1.70M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.58M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 17,711 | $1.52M | 0.01% | −529−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,171 | $1.48M | 0.00% | +1,182+7.4% | Added |
| The PNC Financial Services Group, Inc. | 16,582 | $1.43M | 0.00% | +5,070+44.0% | Added |
| MML Investors Services, LLC | 16,300 | $1.40M | 0.01% | +13,168+420.4% | Added |
| Arizona State Retirement System | 16,217 | $1.39M | 0.01% | +346+2.2% | Added |
| State Board of Administration of Florida Retirement System | 16,179 | $1.39M | 0.00% | −5,965−26.9% | Reduced |
| Russell Investments Group, Ltd. | 15,467 | $1.33M | 0.00% | −1,412−8.4% | Reduced |
| Creative Planning | 15,020 | $1.29M | 0.00% | +3,887+34.9% | Added |
| UniSuper Management Pty Ltd | 14,302 | $1.23M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,119 | $1.21M | 0.02% | −1,390−9.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,980 | $1.20M | 0.10% | +3,282+30.7% | Added |
| Handelsbanken Fonder AB | 13,309 | $1.14M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,937 | $1.11M | 0.00% | −1,745−11.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,521 | $1.08M | 0.01% | +50+0.4% | Added |
| South Dakota Investment Council | 11,806 | $1.01M | 0.02% | −15−0.1% | Reduced |
| Diversified Trust Co | 11,248 | $966.8K | 0.03% | −45−0.4% | Reduced |
| Oppenheimer & Co Inc | 11,066 | $951.1K | 0.02% | +11,066 | New |
| 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 |
| Allianz Asset Management GmbH | 10,568 | $908.3K | 0.00% | −313−2.9% | Reduced |
| Toroso Investments, LLC | 10,294 | $884.8K | 0.01% | +10,294 | New |
| Twinbeech Capital LP | 10,291 | $884.5K | 0.02% | −34,204−76.9% | Reduced |
| Gabelli Funds LLC | 10,000 | $859.5K | 0.01% | −5,000−33.3% | Reduced |
| First Trust Advisors LP | 9,570 | $822.5K | 0.00% | +2,762+40.6% | Added |
| Mutual of America Capital Management LLC | 9,551 | $820.9K | 0.01% | −398−4.0% | Reduced |
| Vise Technologies, Inc. | 9,541 | $820.0K | 0.14% | +1,670+21.2% | Added |
| SG Americas Securities, LLC | 9,479 | $815.0K | 0.01% | +5,271+125.3% | Added |
| Tower Research Capital LLC (TRC) | 9,378 | $806.0K | 0.01% | +6,276+202.3% | Added |
| Truist Financial Corp | 9,253 | $795.3K | 0.00% | +9,253 | New |
| Premier Fund Managers Ltd | 9,441 | $788.0K | 0.03% | +3,564+60.6% | Added |
| Henshaw Capital LLC | 9,147 | $786.2K | 0.04% | +116+1.3% | Added |
| Mariner, LLC | 8,867 | $762.1K | 0.00% | +2,492+39.1% | Added |
| Susquehanna Fundamental Investments, LLC | 8,800 | $756.4K | 0.02% | +8,800 | New |
| ProShare Advisors LLC | 8,779 | $754.6K | 0.00% | −2,705−23.6% | Reduced |
| Everence Capital Management Inc | 10,140 | $751.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 8,723 | $750.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,662 | $744.5K | 0.00% | +5,572+180.3% | Added |
| Capstone Investment Advisors, LLC | 8,634 | $742.1K | 0.02% | +8,634 | New |
| Great Lakes Advisors, LLC | 8,605 | $739.6K | 0.01% | +2,199+34.3% | Added |
| Petrus Trust Company, LTA | 8,443 | $725.7K | 0.07% | −1,728−17.0% | Reduced |
| Intech Investment Management LLC | 8,370 | $719.4K | 0.01% | +8,370 | New |
| Atria Investments LLC | 8,334 | $716.3K | 0.01% | +8,334 | New |
| Zacks Investment Management | 8,292 | $712.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,031 | $690.0K | 0.01% | +3,584+80.6% | Added |
| Hancock Whitney Corp | 7,908 | $679.7K | 0.02% | +7+0.1% | Added |
| Bank of Montreal | 7,860 | $679.3K | 0.00% | −6,129−43.8% | Reduced |
| Susquehanna International Group, LLP | 7,707 | $662.4K | 0.00% | −12,585−62.0% | Reduced |
| Soltis Investment Advisors LLC | 7,419 | $637.7K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,404 | $636.0K | 0.00% | −10,359−58.3% | Reduced |
| Pictet Asset Management Holding SA | 7,370 | $633.5K | 0.00% | −1,183−13.8% | Reduced |
| QRG Capital Management, Inc. | 7,332 | $630.2K | 0.01% | +40+0.5% | Added |
| Captrust Financial Advisors | 7,253 | $623.4K | 0.00% | +326+4.7% | Added |
| Thrive Capital Management, LLC | 7,185 | $617.6K | 0.28% | +4,092+132.3% | Added |
| STRS Ohio | 6,700 | $575.9K | 0.00% | +2,900+76.3% | Added |
| Aquatic Capital Management LLC | 6,600 | $567.3K | 0.02% | +6,600 | New |
| Public Employees Retirement Association of Colorado | 6,458 | $555.0K | 0.00% | −543−7.8% | Reduced |
| Point72 (DIFC) Ltd | 6,335 | $544.5K | 0.05% | −1,841−22.5% | Reduced |
| Engineers Gate Manager LP | 6,293 | $540.9K | 0.01% | −5,779−47.9% | Reduced |
| Quest Partners LLC | 6,148 | $528.4K | 0.07% | −2,239−26.7% | Reduced |
| Guidance Capital, Inc | 6,128 | $522.7K | 0.17% | +527+9.4% | Added |
| Algert Global LLC | 5,832 | $501.3K | 0.02% | −4,883−45.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,607 | $481.9K | 0.02% | −121−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 5,279 | $453.7K | 0.38% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,804 | $412.9K | 0.03% | 00.0% | Unchanged |