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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 2,295 | $226.8K | 0.01% | +2,295 | New |
| Dynamic Technology Lab Private Ltd | 2,311 | $228.0K | 0.02% | +2,311 | New |
| Omers Administration Corp | 2,400 | $237.2K | 0.00% | +2,400 | New |
| Shelton Capital Management | 2,423 | $239.5K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,426 | $239.8K | 0.00% | +2,426 | New |
| Prudent Man Advisors, LLC | 2,467 | $243.8K | 0.08% | −69−2.7% | Reduced |
| Dark Forest Capital Management LP | 2,482 | $245.3K | 0.03% | +2,482 | New |
| Sequoia Financial Advisors, LLC | 2,486 | $245.7K | 0.00% | −64−2.5% | Reduced |
| AXA S.A. | 2,500 | $247.1K | 0.00% | −53,725−95.6% | Reduced |
| Marco Investment Management LLC | 2,500 | $247.1K | 0.02% | +2,500 | New |
| Acadian Asset Management LLC | 2,544 | $251.0K | 0.00% | +2,544 | New |
| Quadrant Capital Group LLC | 2,673 | $264.2K | 0.02% | +132+5.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,697 | $266.5K | 0.00% | +2,697 | New |
| Lido Advisors, LLC | 2,711 | $267.9K | 0.00% | −252−8.5% | Reduced |
| Kennedy Capital Management, Inc. | 2,820 | $278.7K | 0.01% | +2,820 | New |
| Old National Bancorp | 2,871 | $283.7K | 0.01% | +17+0.6% | Added |
| MeadowBrook Investment Advisors LLC | 2,895 | $286.1K | 0.26% | −635−18.0% | Reduced |
| CI Private Wealth, LLC | 2,957 | $292.2K | 0.00% | +48+1.7% | Added |
| Farallon Capital Management, L.L.C. | 3,000 | $296.5K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,012 | $297.7K | 0.01% | +70+2.4% | Added |
| Veriti Management LLC | 3,024 | $298.9K | 0.02% | −28−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,130 | $309.3K | 0.03% | +3,130 | New |
| Lindenwold Advisors | 3,136 | $309.9K | 0.16% | +10+0.3% | Added |
| Peapack Gladstone Financial Corp | 3,216 | $318.0K | 0.00% | +20+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,292 | $325.3K | 0.00% | +3,292 | New |
| CIBC Asset Management Inc | 3,312 | $327.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,379 | $333.9K | 0.00% | +67+2.0% | Added |
| Mercer Global Advisors Inc | 3,502 | $341.9K | 0.00% | +126+3.7% | Added |
| AlphaMark Advisors, LLC | 3,527 | $349.0K | 0.12% | +3,527 | New |
| Susquehanna International Group, LLP | 3,556 | $351.4K | 0.00% | −4,151−53.9% | Reduced |
| JustInvest LLC | 3,556 | $351.4K | 0.01% | +142+4.2% | Added |
| Baldwin Brothers Inc | 3,582 | $354.0K | 0.02% | +3,582 | New |
| Graham Capital Management, L.P. | 3,665 | $362.2K | 0.01% | +3,665 | New |
| Mackenzie Financial Corp | 3,676 | $363.3K | 0.00% | +198+5.7% | Added |
| Cerity Partners LLC | 3,684 | $364.1K | 0.00% | +3,684 | New |
| Xponance, Inc. | 3,756 | $371.2K | 0.00% | +135+3.7% | Added |
| nVerses Capital, LLC | 3,800 | $375.6K | 0.17% | +1,000+35.7% | Added |
| Cresset Asset Management, LLC | 3,809 | $376.4K | 0.00% | +1,004+35.8% | Added |
| US Bancorp | 3,874 | $382.9K | 0.00% | −36−0.9% | Reduced |
| Raymond James Trust N.A. | 3,936 | $389.0K | 0.01% | −34−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,939 | $389.3K | 0.00% | +3,939 | New |
| Park Avenue Securities LLC | 3,991 | $394.0K | 0.00% | +223+5.9% | Added |
| Silver Oak Securities, Inc | 4,142 | $404.6K | 0.04% | +4,142 | New |
| Gibbs Wealth Management | 4,101 | $405.3K | 0.13% | +615+17.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,176 | $412.7K | 0.00% | +250+6.4% | Added |
| Nisa Investment Advisors, LLC | 4,256 | $420.6K | 0.00% | −252−5.6% | Reduced |
| HRT Financial LP | 4,337 | $428.0K | 0.00% | +4,337 | New |
| Nebula Research & Development LLC | 4,340 | $428.9K | 0.05% | +4,340 | New |
| Evergreen Capital Management LLC | 4,358 | $430.7K | 0.01% | +393+9.9% | Added |
| CWC Advisors, LLC. | 4,423 | $437.1K | 0.43% | +4,423 | New |
| Dakota Wealth Management | 4,486 | $443.4K | 0.01% | +1,347+42.9% | Added |
| Numerai GP LLC | 4,514 | $446.1K | 0.12% | +370+8.9% | Added |
| Guardian Asset Advisors, LLC | 4,520 | $446.7K | 0.30% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,555 | $450.0K | 0.00% | −4,924−51.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,668 | $461.0K | 0.01% | −3,363−41.9% | Reduced |
| XTX Topco Ltd | 4,709 | $465.4K | 0.03% | +4,709 | New |
| Aureus Asset Management, LLC | 4,804 | $474.8K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,826 | $477.0K | 0.02% | +1,331+38.1% | Added |
| RSM US Wealth Management LLC | 4,906 | $478.9K | 0.01% | +1,532+45.4% | Added |
| Vise Technologies, Inc. | 5,257 | $519.5K | 0.07% | −4,284−44.9% | Reduced |
| Change Path, LLC | 5,320 | $525.8K | 0.02% | +1,307+32.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,578 | $532.8K | 0.00% | +1,593+40.0% | Added |
| Benjamin Edwards Inc | 5,450 | $538.6K | 0.01% | +1,827+50.4% | Added |
| Smith Group Asset Management, LLC | 5,568 | $550.3K | 0.05% | +5,568 | New |
| STRS Ohio | 5,600 | $553.4K | 0.00% | −1,100−16.4% | Reduced |
| Millrace Asset Group, Inc. | 5,662 | $560.0K | 0.57% | +5,662 | New |
| Ameritas Investment Partners, Inc. | 5,797 | $572.9K | 0.02% | +190+3.4% | Added |
| Los Angeles Capital Management LLC | 5,866 | $579.7K | 0.00% | +5,866 | New |
| Guidance Capital, Inc | 6,078 | $586.4K | 0.18% | −50−0.8% | Reduced |
| Petrus Trust Company, LTA | 6,249 | $617.6K | 0.06% | −2,194−26.0% | Reduced |
| Thrive Capital Management, LLC | 6,322 | $624.8K | 0.29% | −863−12.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,458 | $638.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,596 | $651.9K | 0.01% | +6,596 | New |
| Shell Asset Management Co | 6,987 | $691.0K | 0.03% | +6,987 | New |
| Aquatic Capital Management LLC | 7,000 | $691.8K | 0.02% | +400+6.1% | Added |
| Van Eck Associates Corp | 7,526 | $718.0K | 0.00% | +7,526 | New |
| Soltis Investment Advisors LLC | 7,419 | $733.3K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,440 | $735.3K | 0.00% | +187+2.6% | Added |
| Pictet Asset Management Holding SA | 7,626 | $753.3K | 0.00% | +256+3.5% | Added |
| Virtus Investment Advisers, Inc. | 7,679 | $758.9K | 0.60% | +2,400+45.5% | Added |
| Bank of Montreal | 7,928 | $774.4K | 0.00% | +68+0.9% | Added |
| Gotham Asset Management, LLC | 7,973 | $788.0K | 0.01% | +7,973 | New |
| Zacks Investment Management | 8,021 | $792.7K | 0.01% | −271−3.3% | Reduced |
| Hancock Whitney Corp | 8,122 | $802.7K | 0.03% | +214+2.7% | Added |
| Brevan Howard Capital Management LP | 8,264 | $816.7K | 0.04% | +8,264 | New |
| Lisanti Capital Growth, LLC | 8,545 | $844.5K | 0.21% | +8,545 | New |
| QRG Capital Management, Inc. | 8,572 | $847.2K | 0.01% | +1,240+16.9% | Added |
| Vestcor Inc | 8,723 | $862.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,755 | $865.3K | 0.01% | −796−8.3% | Reduced |
| Edgestream Partners, L.P. | 8,898 | $879.4K | 0.04% | +8,898 | New |
| Williamson Legacy Group, LLC | 8,906 | $880.2K | 0.59% | +8,906 | New |
| Mariner, LLC | 9,059 | $894.8K | 0.00% | +192+2.2% | Added |
| Henshaw Capital LLC | 9,147 | $904.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,289 | $918.0K | 0.00% | +627+7.2% | Added |
| Premier Fund Managers Ltd | 9,441 | $922.0K | 0.03% | 00.0% | Unchanged |
| Jennison Associates LLC | 9,460 | $934.9K | 0.00% | +9,460 | New |
| Engineers Gate Manager LP | 9,487 | $937.6K | 0.02% | +3,194+50.8% | Added |
| Bridgewater Associates, LP | 9,587 | $947.5K | 0.01% | −38,678−80.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,064 | $994.6K | 0.00% | +6,887+216.8% | Added |
| Everence Capital Management Inc | 10,140 | $1.00M | 0.06% | 00.0% | Unchanged |