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, Q3 2024
Institutional positions in Merit Medical Systems Inc as of Sep 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
- 378
- +63 vs. Q2 2024
- Shares held
- 59.9M
- +8.16M (+15.8%) vs. Q2 2024
- Total value
- $5.90B
- +$1.45B (+32.7%) vs. Q2 2024
- New holders
- 84
- 130 more added
- Sold out
- 21
- 114 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,976,568 | $887.2M | 0.02% | +8,976,568 | New |
| Vanguard Group Inc | 6,585,345 | $650.8M | 0.01% | +17,039+0.3% | Added |
| Conestoga Capital Advisors, LLC | 2,289,148 | $226.2M | 3.07% | +38,780+1.7% | Added |
| State Street Corp | 2,231,701 | $220.6M | 0.01% | +15,098+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,596,757 | $157.8M | 0.62% | +50,639+3.3% | Added |
| Macquarie Group Ltd | 1,586,088 | $156.8M | 0.17% | −159,711−9.1% | Reduced |
| FMR LLC | 1,577,246 | $155.9M | 0.01% | +649,799+70.1% | Added |
| ArrowMark Colorado Holdings LLC | 1,455,478 | $143.8M | 1.84% | −216,014−12.9% | Reduced |
| William Blair Investment Management, LLC | 1,438,532 | $142.2M | 0.35% | −1,614,929−52.9% | Reduced |
| Invesco Ltd. | 1,417,326 | $140.1M | 0.03% | +196,378+16.1% | Added |
| Geode Capital Management, LLC | 1,357,265 | $134.2M | 0.01% | +17,490+1.3% | Added |
| Dimensional Fund Advisors LP | 1,235,326 | $122.1M | 0.03% | −70,644−5.4% | Reduced |
| Morgan Stanley | 1,159,885 | $114.6M | 0.01% | +18,779+1.6% | Added |
| Loomis Sayles & Co L P | 1,097,156 | $108.4M | 0.14% | −16,894−1.5% | Reduced |
| Royal Bank of Canada | 932,278 | $92.1M | 0.02% | −15,324−1.6% | Reduced |
| Price T Rowe Associates Inc | 776,174 | $76.7M | 0.01% | −4,305−0.6% | Reduced |
| Aristotle Capital Boston, LLC | 746,663 | $73.8M | 2.44% | −47,940−6.0% | Reduced |
| Norges Bank | 734,697 | $72.6M | 0.01% | −48,036−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 727,340 | $71.9M | 0.01% | +54,122+8.0% | Added |
| Nuveen Asset Management, LLC | 716,919 | $70.9M | 0.02% | +308,450+75.5% | Added |
| Channing Capital Management, LLC | 696,609 | $68.8M | 1.76% | −161,253−18.8% | Reduced |
| Northern Trust Corp | 665,453 | $65.8M | 0.01% | +1,508+0.2% | Added |
| Westwood Holdings Group Inc. | 642,594 | $63.5M | 0.27% | −129,464−16.8% | Reduced |
| Rockefeller Capital Management L.P. | 641,705 | $63.4M | 0.17% | +3,068+0.5% | Added |
| Congress Asset Management Co | 589,976 | $58.3M | 0.40% | +15,534+2.7% | Added |
| JPMorgan Chase & Co | 575,946 | $56.9M | 0.00% | +265,648+85.6% | Added |
| Bank of America Corp | 554,063 | $54.8M | 0.00% | +37,901+7.3% | Added |
| Franklin Resources Inc | 559,395 | $53.4M | 0.02% | +168,174+43.0% | Added |
| Goldman Sachs Group Inc | 467,554 | $46.2M | 0.01% | +139,814+42.7% | Added |
| Bank of New York Mellon Corp | 448,638 | $44.3M | 0.01% | −65,903−12.8% | Reduced |
| Two Sigma Advisers, LP | 445,500 | $44.0M | 0.10% | +305,800+218.9% | Added |
| Polar Capital Holdings Plc | 412,765 | $40.8M | 0.24% | 00.0% | Unchanged |
| Greenhouse Funds LLLP | 403,328 | $39.9M | 1.97% | −522,556−56.4% | Reduced |
| Two Sigma Investments, LP | 370,738 | $36.6M | 0.08% | +122,579+49.4% | Added |
| Standard Life Aberdeen plc | 364,918 | $36.1M | 0.07% | −5,023−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 353,757 | $35.0M | 0.05% | +149,234+73.0% | Added |
| Wells Fargo & Company | 348,061 | $34.4M | 0.01% | −36,492−9.5% | Reduced |
| Point72 Asset Management, L.P. | 347,910 | $34.4M | 0.12% | −286,703−45.2% | Reduced |
| Emerald Advisers, LLC | 315,179 | $31.1M | 1.20% | −43,974−12.2% | Reduced |
| Nomura Holdings Inc | 313,323 | $31.0M | 0.23% | −31,697−9.2% | Reduced |
| Eagle Asset Management Inc | 301,350 | $31.0M | 0.16% | −6,084−2.0% | Reduced |
| Ameriprise Financial Inc | 303,989 | $30.0M | 0.01% | −160,130−34.5% | Reduced |
| Principal Financial Group Inc | 300,264 | $29.7M | 0.02% | −17,376−5.5% | Reduced |
| Voya Investment Management LLC | 283,563 | $28.0M | 0.03% | −98,038−25.7% | Reduced |
| Manufacturers Life Insurance Company, The | 269,549 | $26.6M | 0.02% | −14,373−5.1% | Reduced |
| Iron Triangle Partners LP | 253,000 | $25.0M | 3.52% | +253,000 | New |
| Adage Capital Partners GP, L.L.C. | 250,000 | $24.7M | 0.04% | −50,000−16.7% | Reduced |
| Envestnet Asset Management Inc | 235,504 | $23.3M | 0.01% | +6,431+2.8% | Added |
| Emerald Mutual Fund Advisers Trust | 234,095 | $23.1M | 1.20% | −73,392−23.9% | Reduced |
| Frontier Capital Management Co LLC | 233,051 | $23.0M | 0.22% | −5,263−2.2% | Reduced |
| Fisher Asset Management, LLC | 221,690 | $21.9M | 0.01% | +6,837+3.2% | Added |
| Axiom Investors LLC | 213,617 | $21.1M | 0.19% | +48,246+29.2% | Added |
| Comerica Bank | 202,513 | $20.0M | 0.08% | −2,210−1.1% | Reduced |
| Oberweis Asset Management Inc | 202,140 | $20.0M | 1.02% | +8,300+4.3% | Added |
| SEI Investments Co | 201,301 | $19.9M | 0.03% | +14,864+8.0% | Added |
| Handelsbanken Fonder AB | 192,109 | $19.0M | 0.08% | +178,800+1,343.5% | Added |
| Legal & General Group Plc | 186,316 | $18.4M | 0.00% | +725+0.4% | Added |
| ExodusPoint Capital Management, LP | 182,949 | $18.1M | 0.19% | −345,951−65.4% | Reduced |
| Fort Washington Investment Advisors Inc | 180,150 | $17.8M | 0.11% | −60,580−25.2% | Reduced |
| UBS Group AG | 172,164 | $17.0M | 0.00% | −1,878−1.1% | Reduced |
| New York State Common Retirement Fund | 167,395 | $16.5M | 0.02% | −45,721−21.5% | Reduced |
| BNP Paribas Arbitrage, SA | 164,724 | $16.3M | 0.02% | +124,576+310.3% | Added |
| Rhumbline Advisers | 160,323 | $15.8M | 0.01% | −5,899−3.5% | Reduced |
| UBS Asset Management Americas Inc | 140,816 | $13.9M | 0.00% | −2,805−2.0% | Reduced |
| Millennium Management LLC | 136,029 | $13.4M | 0.01% | −82,434−37.7% | Reduced |
| Great Lakes Advisors, LLC | 134,383 | $13.3M | 0.11% | +125,778+1,461.7% | Added |
| California Public Employees Retirement System | 131,367 | $13.0M | 0.01% | +39,349+42.8% | Added |
| Raymond James & Associates | 125,301 | $12.4M | 0.01% | −3,723−2.9% | Reduced |
| F/M Investments LLC | 125,043 | $12.4M | 0.42% | −20,971−14.4% | Reduced |
| Public Sector Pension Investment Board | 123,529 | $12.2M | 0.07% | −4,300−3.4% | Reduced |
| Tudor Investment Corp Et Al | 121,022 | $12.0M | 0.13% | +68,229+129.2% | Added |
| Impax Asset Management Group plc | 120,000 | $11.9M | 0.05% | +120,000 | New |
| Trillium Asset Management, LLC | 118,600 | $11.7M | 0.29% | −1,779−1.5% | Reduced |
| Fred Alger Management, LLC | 117,906 | $11.7M | 0.06% | +117,906 | New |
| Amundi | 118,385 | $11.3M | 0.00% | −8,399−6.6% | Reduced |
| Swiss National Bank | 113,500 | $11.2M | 0.01% | −500−0.4% | Reduced |
| Man Group plc | 113,232 | $11.2M | 0.03% | −44,923−28.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 112,749 | $11.1M | 0.85% | −6,464−5.4% | Reduced |
| Barclays PLC | 112,727 | $11.1M | 0.00% | +84,923+305.4% | Added |
| NFJ Investment Group, LLC | 110,210 | $10.9M | 0.32% | −26,721−19.5% | Reduced |
| Cubist Systematic Strategies, LLC | 100,953 | $9.98M | 0.15% | +100,953 | New |
| Bryn Mawr Trust Co | 99,955 | $9.88M | 0.18% | −508−0.5% | Reduced |
| Panagora Asset Management Inc | 98,463 | $9.73M | 0.05% | −853−0.9% | Reduced |
| Renaissance Technologies LLC | 93,312 | $9.22M | 0.01% | −2,100−2.2% | Reduced |
| Assenagon Asset Management S.A. | 92,908 | $9.18M | 0.02% | +92,908 | New |
| Squarepoint Ops LLC | 91,211 | $9.01M | 0.03% | +64,546+242.1% | Added |
| Congress Wealth Management LLC | 88,026 | $8.70M | 0.12% | +4,613+5.5% | Added |
| Altium Capital Management LP | 85,000 | $8.40M | 2.50% | +85,000 | New |
| Point72 (DIFC) Ltd | 84,658 | $8.37M | 0.65% | +78,323+1,236.4% | Added |
| Public Employees Retirement System of Ohio | 81,769 | $8.08M | 0.03% | −5,449−6.2% | Reduced |
| State of Wisconsin Investment Board | 81,644 | $8.07M | 0.02% | −1,177−1.4% | Reduced |
| Jefferies Financial Group Inc. | 78,804 | $7.79M | 0.13% | +78,804 | New |
| American Capital Management Inc | 77,818 | $7.69M | 0.25% | −280−0.4% | Reduced |
| New York State Teachers Retirement System | 75,112 | $7.42M | 0.02% | −700−0.9% | Reduced |
| Citigroup Inc | 74,656 | $7.38M | 0.01% | +30,988+71.0% | Added |
| Alliancebernstein L.P. | 72,116 | $7.13M | 0.00% | +20.0% | Added |
| Jane Street Group, LLC | 71,073 | $7.02M | 0.01% | −17,193−19.5% | Reduced |
| Deutsche Bank AG | 68,782 | $6.80M | 0.00% | +7,802+12.8% | Added |
| Allspring Global Investments Holdings, LLC | 67,771 | $6.70M | 0.01% | −41,221−37.8% | Reduced |
| Natixis Advisors, L.P. | 67,544 | $6.67M | 0.01% | +1,009+1.5% | Added |