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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 43 | $3.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $3.61K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 36 | $3.10K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $2.32K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.27K | 0.00% | +30 | New |
| Rothschild Investment LLC | 25 | $2.15K | 0.00% | +20+400.0% | Added |
| Innealta Capital, LLC | 20 | $1.72K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 20 | $1.72K | 0.00% | +20 | New |
| IFP Advisors, Inc | 19 | $1.63K | 0.00% | +11+137.5% | Added |
| Institutional & Family Asset Management, LLC | 17 | $1.46K | 0.00% | +4+30.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.38K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 10 | $875 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $774 | 0.00% | −1−10.0% | Reduced |
| Larson Financial Group LLC | 8 | $688 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $602 | 0.00% | −1−12.5% | Reduced |
| Abound Wealth Management | 4 | $344 | 0.00% | −1−20.0% | Reduced |
| Natixis | 1 | $86 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −82,436−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −50,542−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −33,306−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −30,712−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −27,507−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,957−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,107−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,977−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −8,656−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,717−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |