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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $296 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $396 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $593 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $692 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $791 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $890 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 11 | $1.09K | 0.00% | +11 | New |
| Continuum Advisory, LLC | 12 | $1.21K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $1.34K | 0.00% | +4+40.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $2.00K | 0.00% | +23 | New |
| Financial Network Wealth Advisors LLC | 23 | $2.27K | 0.00% | +3+15.0% | Added |
| Ashton Thomas Securities, LLC | 25 | $2.47K | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 26 | $2.57K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $3.26K | 0.00% | +1+3.1% | Added |
| Wolff Wiese Magana LLC | 33 | $3.26K | 0.00% | +33 | New |
| Private Trust Co NA | 36 | $3.56K | 0.00% | +36 | New |
| Cetera Trust Company, N.A | 38 | $3.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $3.95K | 0.00% | −12−23.1% | Reduced |
| Global Retirement Partners, LLC | 42 | $4.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $4.25K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.55K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $5.14K | 0.00% | −6−10.5% | Reduced |
| Rothschild Investment LLC | 55 | $5.44K | 0.00% | +30+120.0% | Added |
| Geneos Wealth Management Inc. | 56 | $5.53K | 0.00% | +56 | New |
| Sterling Capital Management LLC | 58 | $5.73K | 0.00% | +58 | New |
| Cape Investment Advisory, Inc. | 59 | $5.83K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 66 | $6.52K | 0.02% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 68 | $6.72K | 0.00% | +68 | New |
| EverSource Wealth Advisors, LLC | 91 | $8.99K | 0.00% | +21+30.0% | Added |
| Clearstead Advisors, LLC | 92 | $9.09K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 93 | $9.19K | 0.00% | +93 | New |
| SRS Capital Advisors, Inc. | 102 | $10.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 114 | $11.0K | 0.01% | +114 | New |
| Parkside Financial Bank & Trust | 112 | $11.1K | 0.00% | −7−5.9% | Reduced |
| Covestor Ltd | 122 | $12.0K | 0.01% | −222−64.5% | Reduced |
| Massmutual Trust Co FSB | 131 | $12.9K | 0.00% | +3+2.3% | Added |
| Picton Mahoney Asset Management | 135 | $13.0K | 0.00% | +22+19.5% | Added |
| Ci Investments Inc. | 136 | $13.0K | 0.00% | +136 | New |
| Umb Bank N A | 134 | $13.2K | 0.00% | +70+109.4% | Added |
| CIBC Private Wealth Group, LLC | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 150 | $15.0K | 0.00% | +52+53.1% | Added |
| Northwestern Mutual Wealth Management Co | 152 | $15.0K | 0.00% | +77+102.7% | Added |
| Signaturefd, LLC | 156 | $15.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 176 | $17.4K | 0.01% | −59−25.1% | Reduced |
| DT Investment Partners, LLC | 195 | $19.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $19.8K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 212 | $21.0K | 0.00% | +18+9.3% | Added |
| Elequin Capital LP | 228 | $22.5K | 0.00% | +228 | New |
| Hexagon Capital Partners LLC | 249 | $24.6K | 0.00% | −119−32.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 271 | $26.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 274 | $27.1K | 0.00% | +102+59.3% | Added |
| Valued Wealth Advisors LLC | 386 | $38.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 403 | $39.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 411 | $40.1K | 0.00% | +17+4.3% | Added |
| Aster Capital Management (DIFC) Ltd | 413 | $40.8K | 0.01% | +413 | New |
| Natixis | 425 | $42.0K | 0.00% | +424+42,400.0% | Added |
| DekaBank Deutsche Girozentrale | 592 | $57.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 592 | $58.5K | 0.01% | +592 | New |
| Catalyst Funds Management Pty Ltd | 600 | $59.3K | 0.01% | +200+50.0% | Added |
| State of Wyoming | 637 | $63.0K | 0.01% | +637 | New |
| CWM, LLC | 689 | $68.0K | 0.00% | +78+12.8% | Added |
| GeoWealth Management, LLC | 692 | $68.4K | 0.00% | +692 | New |
| Danske Bank A/S | 700 | $69.2K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 772 | $76.3K | 0.00% | +83+12.0% | Added |
| Huntington National Bank | 798 | $78.9K | 0.00% | +90+12.7% | Added |
| National Bank of Canada | 827 | $81.7K | 0.00% | −73−8.1% | Reduced |
| Palouse Capital Management, Inc. | 844 | $83.4K | 0.05% | −1,342−61.4% | Reduced |
| Proequities, Inc. | 920 | $90.9K | 0.01% | +33+3.7% | Added |
| Anfield Capital Management, LLC | 1,000 | $98.8K | 0.04% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,018 | $100.6K | 0.41% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,024 | $101.2K | 0.02% | −808−44.1% | Reduced |
| Farther Finance Advisors, LLC | 1,056 | $104.4K | 0.00% | +260+32.7% | Added |
| Lazard Asset Management LLC | 1,082 | $106.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,218 | $120.0K | 0.01% | +1,218 | New |
| Ronald Blue Trust, Inc. | 1,440 | $123.8K | 0.00% | +14+1.0% | Added |
| Globeflex Capital L P | 1,257 | $124.2K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $128.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,303 | $128.8K | 0.01% | +472+56.8% | Added |
| Fifth Third Bancorp | 1,479 | $146.2K | 0.00% | +201+15.7% | Added |
| KBC Group NV | 1,586 | $157.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,592 | $157.3K | 0.05% | −65−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,647 | $162.8K | 0.00% | −7,731−82.4% | Reduced |
| Central Pacific Bank - Trust Division | 1,680 | $166.0K | 0.02% | −570−25.3% | Reduced |
| Headlands Technologies LLC | 1,708 | $168.8K | 0.02% | +1,708 | New |
| TD Private Client Wealth LLC | 1,732 | $171.2K | 0.00% | +211+13.9% | Added |
| Principal Securities, Inc. | 1,829 | $180.8K | 0.00% | +248+15.7% | Added |
| Fifth Third Wealth Advisors LLC | 2,027 | $200.3K | 0.01% | +2,027 | New |
| Cornerstone Investment Partners, LLC | 2,051 | $202.7K | 0.01% | +2,051 | New |
| DRW Securities, LLC | 2,059 | $203.5K | 0.01% | +2,059 | New |
| Sanctuary Advisors, LLC | 1,964 | $206.9K | 0.00% | +1,964 | New |
| Sherbrooke Park Advisers LLC | 2,230 | $220.4K | 0.05% | +2,230 | New |
| Sage Rhino Capital LLC | 2,234 | $220.8K | 0.05% | +2,234 | New |
| Avantax Advisory Services, Inc. | 2,244 | $221.8K | 0.00% | +2,244 | New |
| Trajan Wealth LLC | 2,277 | $225.0K | 0.01% | −84−3.6% | Reduced |