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 |
|---|---|---|---|---|---|
| Guardian Asset Advisors, LLC | 4,520 | $388.5K | 0.29% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,508 | $387.5K | 0.00% | +44+1.0% | Added |
| American Century Companies Inc | 4,216 | $362.4K | 0.00% | +118+2.9% | Added |
| Numerai GP LLC | 4,144 | $356.2K | 0.13% | +4,144 | New |
| Change Path, LLC | 4,013 | $345.0K | 0.02% | +10+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,985 | $342.5K | 0.00% | +188+5.0% | Added |
| Raymond James Trust N.A. | 3,970 | $341.2K | 0.01% | −108−2.6% | Reduced |
| Evergreen Capital Management LLC | 3,965 | $340.8K | 0.01% | +469+13.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,926 | $337.4K | 0.00% | +3,926 | New |
| US Bancorp | 3,910 | $336.1K | 0.00% | −141−3.5% | Reduced |
| Park Avenue Securities LLC | 3,768 | $324.0K | 0.00% | +3,768 | New |
| Xponance, Inc. | 3,621 | $311.2K | 0.00% | +170+4.9% | Added |
| Benjamin Edwards Inc | 3,623 | $311.0K | 0.06% | +3,623 | New |
| Ethic Inc. | 3,584 | $308.0K | 0.01% | +3,584 | New |
| MeadowBrook Investment Advisors LLC | 3,530 | $303.4K | 0.29% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,495 | $300.4K | 0.01% | +3,495 | New |
| Gibbs Wealth Management | 3,486 | $299.6K | 0.12% | +3,486 | New |
| Mackenzie Financial Corp | 3,478 | $298.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,414 | $291.5K | 0.01% | −592−14.8% | Reduced |
| Mercer Global Advisors Inc | 3,376 | $290.2K | 0.00% | +290+9.4% | Added |
| RSM US Wealth Management LLC | 3,374 | $288.9K | 0.00% | +3,374 | New |
| 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 |
| FORA Capital, LLC | 3,262 | $280.4K | 0.03% | −4,356−57.2% | Reduced |
| Peapack Gladstone Financial Corp | 3,196 | $275.0K | 0.00% | −40−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,177 | $273.1K | 0.00% | +3,177 | New |
| Dakota Wealth Management | 3,139 | $269.8K | 0.01% | +36+1.2% | Added |
| Lindenwold Advisors | 3,126 | $268.7K | 0.14% | 00.0% | Unchanged |
| Veriti Management LLC | 3,052 | $262.3K | 0.02% | +3,052 | New |
| Farallon Capital Management, L.L.C. | 3,000 | $257.9K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,963 | $254.7K | 0.00% | −196−6.2% | Reduced |
| Profund Advisors LLC | 2,942 | $252.9K | 0.01% | −278−8.6% | Reduced |
| CI Private Wealth, LLC | 2,909 | $250.0K | 0.00% | −26−0.9% | Reduced |
| Old National Bancorp | 2,854 | $245.3K | 0.01% | +2,854 | New |
| Cresset Asset Management, LLC | 2,805 | $241.1K | 0.00% | +2,805 | New |
| nVerses Capital, LLC | 2,800 | $240.7K | 0.14% | +1,700+154.5% | Added |
| Neuberger Berman Group LLC | 2,629 | $226.0K | 0.00% | +2,629 | New |
| Sequoia Financial Advisors, LLC | 2,550 | $219.2K | 0.00% | −1,891−42.6% | Reduced |
| Quadrant Capital Group LLC | 2,541 | $218.4K | 0.02% | +417+19.6% | Added |
| Prudent Man Advisors, LLC | 2,536 | $218.0K | 0.08% | +2,536 | New |
| Shelton Capital Management | 2,423 | $208.3K | 0.01% | +2,423 | New |
| Trajan Wealth LLC | 2,361 | $202.9K | 0.01% | +2,361 | New |
| Central Pacific Bank - Trust Division | 2,250 | $193.4K | 0.02% | +480+27.1% | Added |
| Palouse Capital Management, Inc. | 2,186 | $187.9K | 0.13% | −124−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,865 | $160.3K | 0.00% | +598+47.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,832 | $157.5K | 0.03% | −3,820−67.6% | Reduced |
| Hilltop National Bank | 1,657 | $142.4K | 0.05% | +18+1.1% | Added |
| KBC Group NV | 1,586 | $136.0K | 0.00% | +261+19.7% | Added |
| Principal Securities, Inc. | 1,581 | $135.9K | 0.00% | +1,372+656.5% | Added |
| TD Private Client Wealth LLC | 1,521 | $130.7K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $111.7K | 0.00% | +1,300 | New |
| Fifth Third Bancorp | 1,278 | $109.8K | 0.00% | +49+4.0% | Added |
| Globeflex Capital L P | 1,257 | $108.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,426 | $108.0K | 0.00% | +235+19.7% | Added |
| Lazard Asset Management LLC | 1,082 | $92.0K | 0.00% | −6,776−86.2% | Reduced |
| Virtus Fund Advisers, LLC | 1,018 | $87.5K | 0.35% | +48+4.9% | Added |
| Anfield Capital Management, LLC | 1,000 | $86.0K | 0.04% | +1,000 | New |
| EntryPoint Capital, LLC | 956 | $82.2K | 0.04% | +43+4.7% | Added |
| National Bank of Canada | 900 | $76.8K | 0.00% | +900 | New |
| Proequities, Inc. | 887 | $76.2K | 0.00% | +412+86.7% | Added |
| GAMMA Investing LLC | 831 | $71.4K | 0.01% | +488+142.3% | Added |
| Farther Finance Advisors, LLC | 796 | $68.2K | 0.00% | +765+2,467.7% | Added |
| Huntington National Bank | 708 | $60.9K | 0.00% | −669−48.6% | Reduced |
| First Horizon Advisors, Inc. | 689 | $59.2K | 0.00% | −163−19.1% | Reduced |
| CWM, LLC | 611 | $53.0K | 0.00% | +65+11.9% | Added |
| Valley National Advisers Inc | 595 | $51.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 592 | $49.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 403 | $34.6K | 0.00% | +6+1.5% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $34.4K | 0.01% | +400 | New |
| Valued Wealth Advisors LLC | 386 | $33.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $32.9K | 0.01% | +389+7,780.0% | Added |
| Custom Portfolio Group LLC | 375 | $32.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 368 | $31.6K | 0.01% | +32+9.5% | Added |
| Covestor Ltd | 344 | $30.0K | 0.02% | +125+57.1% | Added |
| Opal Wealth Advisors, LLC | 333 | $28.6K | 0.01% | +333 | New |
| Whittier Trust Co of Nevada Inc | 271 | $23.3K | 0.00% | +200+281.7% | Added |
| Eagle Bay Advisors LLC | 235 | $20.2K | 0.01% | −89−27.5% | Reduced |
| DT Investment Partners, LLC | 195 | $16.8K | 0.00% | +195 | New |
| Lindbrook Capital, LLC | 194 | $16.7K | 0.00% | +16+9.0% | Added |
| Crewe Advisors LLC | 187 | $16.1K | 0.00% | +141+306.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 175 | $15.0K | 0.00% | +175 | New |
| Federated Hermes, Inc. | 172 | $14.8K | 0.00% | −12−6.5% | Reduced |
| Key Financial Inc | 172 | $14.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $13.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $11.0K | 0.00% | +9+7.6% | Added |
| Parkside Financial Bank & Trust | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 113 | $10.0K | 0.00% | +113 | New |
| SRS Capital Advisors, Inc. | 102 | $8.77K | 0.00% | +102 | New |
| Bessemer Group Inc | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 92 | $7.91K | 0.00% | +92 | New |
| Northwestern Mutual Wealth Management Co | 75 | $6.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $5.97K | 0.00% | +57+438.5% | Added |
| LGT Financial Advisors LLC | 66 | $5.67K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $5.50K | 0.00% | +42+190.9% | Added |
| Cape Investment Advisory, Inc. | 59 | $5.07K | 0.00% | +44+293.3% | Added |
| LRI Investments, LLC | 57 | $4.88K | 0.00% | +57 | New |
| Allworth Financial LP | 52 | $4.45K | 0.00% | −4−7.1% | Reduced |
| Central Trust Co | 47 | $4.04K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.95K | 0.00% | 00.0% | Unchanged |