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 |
|---|---|---|---|---|---|
| Mesirow Institutional Investment Management, Inc. | 112,749 | $11.1M | 0.85% | −6,464−5.4% | Reduced |
| Man Group plc | 113,232 | $11.2M | 0.03% | −44,923−28.4% | Reduced |
| Swiss National Bank | 113,500 | $11.2M | 0.01% | −500−0.4% | Reduced |
| Amundi | 118,385 | $11.3M | 0.00% | −8,399−6.6% | Reduced |
| Fred Alger Management, LLC | 117,906 | $11.7M | 0.06% | +117,906 | New |
| Trillium Asset Management, LLC | 118,600 | $11.7M | 0.29% | −1,779−1.5% | Reduced |
| Impax Asset Management Group plc | 120,000 | $11.9M | 0.05% | +120,000 | New |
| Tudor Investment Corp Et Al | 121,022 | $12.0M | 0.13% | +68,229+129.2% | Added |
| Public Sector Pension Investment Board | 123,529 | $12.2M | 0.07% | −4,300−3.4% | Reduced |
| F/M Investments LLC | 125,043 | $12.4M | 0.42% | −20,971−14.4% | Reduced |
| Raymond James & Associates | 125,301 | $12.4M | 0.01% | −3,723−2.9% | Reduced |
| California Public Employees Retirement System | 131,367 | $13.0M | 0.01% | +39,349+42.8% | Added |
| Great Lakes Advisors, LLC | 134,383 | $13.3M | 0.11% | +125,778+1,461.7% | Added |
| Millennium Management LLC | 136,029 | $13.4M | 0.01% | −82,434−37.7% | Reduced |
| UBS Asset Management Americas Inc | 140,816 | $13.9M | 0.00% | −2,805−2.0% | Reduced |
| Rhumbline Advisers | 160,323 | $15.8M | 0.01% | −5,899−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 164,724 | $16.3M | 0.02% | +124,576+310.3% | Added |
| New York State Common Retirement Fund | 167,395 | $16.5M | 0.02% | −45,721−21.5% | Reduced |
| UBS Group AG | 172,164 | $17.0M | 0.00% | −1,878−1.1% | Reduced |
| Fort Washington Investment Advisors Inc | 180,150 | $17.8M | 0.11% | −60,580−25.2% | Reduced |
| ExodusPoint Capital Management, LP | 182,949 | $18.1M | 0.19% | −345,951−65.4% | Reduced |
| Legal & General Group Plc | 186,316 | $18.4M | 0.00% | +725+0.4% | Added |
| Handelsbanken Fonder AB | 192,109 | $19.0M | 0.08% | +178,800+1,343.5% | Added |
| SEI Investments Co | 201,301 | $19.9M | 0.03% | +14,864+8.0% | Added |
| Oberweis Asset Management Inc | 202,140 | $20.0M | 1.02% | +8,300+4.3% | Added |
| Comerica Bank | 202,513 | $20.0M | 0.08% | −2,210−1.1% | Reduced |
| Axiom Investors LLC | 213,617 | $21.1M | 0.19% | +48,246+29.2% | Added |
| Fisher Asset Management, LLC | 221,690 | $21.9M | 0.01% | +6,837+3.2% | Added |
| Frontier Capital Management Co LLC | 233,051 | $23.0M | 0.22% | −5,263−2.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 234,095 | $23.1M | 1.20% | −73,392−23.9% | Reduced |
| Envestnet Asset Management Inc | 235,504 | $23.3M | 0.01% | +6,431+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $24.7M | 0.04% | −50,000−16.7% | Reduced |
| Iron Triangle Partners LP | 253,000 | $25.0M | 3.52% | +253,000 | New |
| Manufacturers Life Insurance Company, The | 269,549 | $26.6M | 0.02% | −14,373−5.1% | Reduced |
| Voya Investment Management LLC | 283,563 | $28.0M | 0.03% | −98,038−25.7% | Reduced |
| Principal Financial Group Inc | 300,264 | $29.7M | 0.02% | −17,376−5.5% | Reduced |
| Ameriprise Financial Inc | 303,989 | $30.0M | 0.01% | −160,130−34.5% | Reduced |
| Eagle Asset Management Inc | 301,350 | $31.0M | 0.16% | −6,084−2.0% | Reduced |
| Nomura Holdings Inc | 313,323 | $31.0M | 0.23% | −31,697−9.2% | Reduced |
| Emerald Advisers, LLC | 315,179 | $31.1M | 1.20% | −43,974−12.2% | Reduced |
| Point72 Asset Management, L.P. | 347,910 | $34.4M | 0.12% | −286,703−45.2% | Reduced |
| Wells Fargo & Company | 348,061 | $34.4M | 0.01% | −36,492−9.5% | Reduced |
| D. E. Shaw & Co., Inc. | 353,757 | $35.0M | 0.05% | +149,234+73.0% | Added |
| Standard Life Aberdeen plc | 364,918 | $36.1M | 0.07% | −5,023−1.4% | Reduced |
| Two Sigma Investments, LP | 370,738 | $36.6M | 0.08% | +122,579+49.4% | Added |
| Greenhouse Funds LLLP | 403,328 | $39.9M | 1.97% | −522,556−56.4% | Reduced |
| Polar Capital Holdings Plc | 412,765 | $40.8M | 0.24% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 445,500 | $44.0M | 0.10% | +305,800+218.9% | Added |
| Bank of New York Mellon Corp | 448,638 | $44.3M | 0.01% | −65,903−12.8% | Reduced |
| Goldman Sachs Group Inc | 467,554 | $46.2M | 0.01% | +139,814+42.7% | Added |
| Franklin Resources Inc | 559,395 | $53.4M | 0.02% | +168,174+43.0% | Added |
| Bank of America Corp | 554,063 | $54.8M | 0.00% | +37,901+7.3% | Added |
| JPMorgan Chase & Co | 575,946 | $56.9M | 0.00% | +265,648+85.6% | Added |
| Congress Asset Management Co | 589,976 | $58.3M | 0.40% | +15,534+2.7% | Added |
| Rockefeller Capital Management L.P. | 641,705 | $63.4M | 0.17% | +3,068+0.5% | Added |
| Westwood Holdings Group Inc. | 642,594 | $63.5M | 0.27% | −129,464−16.8% | Reduced |
| Northern Trust Corp | 665,453 | $65.8M | 0.01% | +1,508+0.2% | Added |
| Channing Capital Management, LLC | 696,609 | $68.8M | 1.76% | −161,253−18.8% | Reduced |
| Nuveen Asset Management, LLC | 716,919 | $70.9M | 0.02% | +308,450+75.5% | Added |
| Charles Schwab Investment Management Inc | 727,340 | $71.9M | 0.01% | +54,122+8.0% | Added |
| Norges Bank | 734,697 | $72.6M | 0.01% | −48,036−6.1% | Reduced |
| Aristotle Capital Boston, LLC | 746,663 | $73.8M | 2.44% | −47,940−6.0% | Reduced |
| Price T Rowe Associates Inc | 776,174 | $76.7M | 0.01% | −4,305−0.6% | Reduced |
| Royal Bank of Canada | 932,278 | $92.1M | 0.02% | −15,324−1.6% | Reduced |
| Loomis Sayles & Co L P | 1,097,156 | $108.4M | 0.14% | −16,894−1.5% | Reduced |
| Morgan Stanley | 1,159,885 | $114.6M | 0.01% | +18,779+1.6% | Added |
| Dimensional Fund Advisors LP | 1,235,326 | $122.1M | 0.03% | −70,644−5.4% | Reduced |
| Geode Capital Management, LLC | 1,357,265 | $134.2M | 0.01% | +17,490+1.3% | Added |
| Invesco Ltd. | 1,417,326 | $140.1M | 0.03% | +196,378+16.1% | Added |
| William Blair Investment Management, LLC | 1,438,532 | $142.2M | 0.35% | −1,614,929−52.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,455,478 | $143.8M | 1.84% | −216,014−12.9% | Reduced |
| FMR LLC | 1,577,246 | $155.9M | 0.01% | +649,799+70.1% | Added |
| Macquarie Group Ltd | 1,586,088 | $156.8M | 0.17% | −159,711−9.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,596,757 | $157.8M | 0.62% | +50,639+3.3% | Added |
| State Street Corp | 2,231,701 | $220.6M | 0.01% | +15,098+0.7% | Added |
| Conestoga Capital Advisors, LLC | 2,289,148 | $226.2M | 3.07% | +38,780+1.7% | Added |
| Vanguard Group Inc | 6,585,345 | $650.8M | 0.01% | +17,039+0.3% | Added |
| BlackRock, Inc. | 8,976,568 | $887.2M | 0.02% | +8,976,568 | New |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −181,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −147,500−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −44,652−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −25,918−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −14,302−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,832−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |