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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 61,048 | $6.03M | 0.01% | −1,365−2.2% | Reduced |
| Victory Capital Management Inc | 59,170 | $5.85M | 0.01% | −2,572−4.2% | Reduced |
| Great West Life Assurance Co | 56,942 | $5.63M | 0.01% | −15,071−20.9% | Reduced |
| HighTower Advisors, LLC | 55,443 | $5.48M | 0.01% | +20,454+58.5% | Added |
| King Luther Capital Management Corp | 55,263 | $5.46M | 0.02% | +55,263 | New |
| California State Teachers Retirement System | 54,901 | $5.43M | 0.01% | −1,594−2.8% | Reduced |
| EAM Investors, LLC | 52,468 | $5.19M | 0.78% | +52,468 | New |
| First Trust Advisors LP | 51,685 | $5.11M | 0.00% | +42,115+440.1% | Added |
| Thrivent Financial for Lutherans | 45,711 | $4.52M | 0.01% | −2,526−5.2% | Reduced |
| Martin & Co Inc | 44,367 | $4.38M | 1.03% | −197−0.4% | Reduced |
| LPL Financial LLC | 44,066 | $4.36M | 0.00% | +8,720+24.7% | Added |
| Lighthouse Investment Partners, LLC | 42,963 | $4.25M | 0.23% | +42,963 | New |
| Citadel Advisors LLC | 42,412 | $4.19M | 0.00% | −587,993−93.3% | Reduced |
| Chartwell Investment Partners, LLC | 41,706 | $4.12M | 0.14% | +328+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 41,110 | $4.06M | 0.28% | 00.0% | Unchanged |
| Renaissance Group LLC | 37,815 | $3.74M | 0.15% | +2,854+8.2% | Added |
| Zions Bancorporation, N.A. | 37,070 | $3.66M | 0.27% | +5,819+18.6% | Added |
| Balyasny Asset Management LLC | 36,159 | $3.57M | 0.01% | +36,159 | New |
| Pathstone Holdings, LLC | 34,950 | $3.45M | 0.02% | +5,844+20.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,313 | $3.39M | 0.01% | +2,031+6.3% | Added |
| State of Alaska, Department of Revenue | 33,218 | $3.28M | 0.03% | −927−2.7% | Reduced |
| MetLife Investment Management | 33,028 | $3.26M | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 32,887 | $3.25M | 0.02% | −345−1.0% | Reduced |
| Formula Growth Ltd | 32,858 | $3.25M | 1.12% | +32,858 | New |
| M&T Bank Corp | 31,294 | $3.09M | 0.01% | −5,310−14.5% | Reduced |
| Martingale Asset Management L P | 30,613 | $3.03M | 0.07% | −110.0% | Reduced |
| Illinois Municipal Retirement Fund | 29,942 | $2.96M | 0.04% | −695−2.3% | Reduced |
| Glenmede Trust Co NA | 28,637 | $2.83M | 0.01% | +170+0.6% | Added |
| TownSquare Capital, LLC | 28,581 | $2.82M | 0.03% | +1,238+4.5% | Added |
| Louisiana State Employees Retirement System | 28,100 | $2.78M | 0.05% | −1,100−3.8% | Reduced |
| Stifel Financial Corp | 28,050 | $2.77M | 0.00% | +4,806+20.7% | Added |
| ClariVest Asset Management LLC | 31,071 | $2.67M | 0.27% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,731 | $2.64M | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 26,160 | $2.59M | 0.17% | −18,503−41.4% | Reduced |
| State of Tennessee, Treasury Department | 25,700 | $2.54M | 0.01% | −3,204−11.1% | Reduced |
| Ami Asset Management Corp | 25,674 | $2.54M | 0.14% | −1,620−5.9% | Reduced |
| Twinbeech Capital LP | 25,048 | $2.48M | 0.05% | +14,757+143.4% | Added |
| Quantbot Technologies LP | 24,971 | $2.47M | 0.10% | +24,971 | New |
| Bailard, Inc. | 24,350 | $2.41M | 0.06% | −2,553−9.5% | Reduced |
| EULAV Asset Management | 23,000 | $2.27M | 0.06% | +23,000 | New |
| Yousif Capital Management, LLC | 22,915 | $2.26M | 0.02% | −772−3.3% | Reduced |
| International Assets Investment Management, LLC | 214,066 | $2.17M | 0.01% | +214,066 | New |
| State of New Jersey Common Pension Fund D | 21,313 | $2.11M | 0.01% | −2,681−11.2% | Reduced |
| Ensign Peak Advisors, Inc | 20,369 | $2.01M | 0.00% | +625+3.2% | Added |
| Maryland State Retirement & Pension System | 19,657 | $1.94M | 0.04% | −602−3.0% | Reduced |
| Creative Planning | 19,053 | $1.88M | 0.00% | +4,033+26.9% | Added |
| Teacher Retirement System of Texas | 18,894 | $1.87M | 0.01% | +11,490+155.2% | Added |
| HSBC Holdings PLC | 18,470 | $1.83M | 0.00% | +5,533+42.8% | Added |
| Teachers Retirement System of the State of Kentucky | 18,417 | $1.82M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,719 | $1.75M | 0.00% | +15,854+850.1% | Added |
| MML Investors Services, LLC | 17,690 | $1.75M | 0.01% | +1,390+8.5% | Added |
| Riverwater Partners LLC | 18,048 | $1.74M | 0.87% | +18,048 | New |
| Exchange Traded Concepts, LLC | 17,563 | $1.74M | 0.04% | −2,829−13.9% | Reduced |
| Amalgamated Bank | 17,072 | $1.69M | 0.01% | −639−3.6% | Reduced |
| American Century Companies Inc | 16,869 | $1.67M | 0.00% | +12,653+300.1% | Added |
| Blair William & Co | 16,835 | $1.66M | 0.00% | −6,454−27.7% | Reduced |
| Arizona State Retirement System | 16,732 | $1.65M | 0.01% | +515+3.2% | Added |
| Qube Research & Technologies Ltd | 16,481 | $1.63M | 0.00% | +16,481 | New |
| Jackson Creek Investment Advisors LLC | 16,471 | $1.63M | 0.48% | +16,471 | New |
| State Board of Administration of Florida Retirement System | 16,179 | $1.60M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,048 | $1.59M | 0.00% | +581+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,027 | $1.58M | 0.00% | −1,144−6.7% | Reduced |
| Verition Fund Management LLC | 15,145 | $1.50M | 0.01% | +15,145 | New |
| Marshall Wace, LLP | 14,462 | $1.43M | 0.00% | −103,445−87.7% | Reduced |
| Intech Investment Management LLC | 14,024 | $1.39M | 0.02% | +5,654+67.6% | Added |
| Level Four Advisory Services, LLC | 13,743 | $1.36M | 0.06% | +2,700+24.4% | Added |
| Oregon Public Employees Retirement Fund | 13,719 | $1.36M | 0.03% | −400−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,424 | $1.33M | 0.00% | −3,158−19.0% | Reduced |
| AQR Capital Management LLC | 13,248 | $1.31M | 0.00% | +2,205+20.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,442 | $1.23M | 0.01% | −79−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,112 | $1.20M | 0.09% | −1,868−13.4% | Reduced |
| ProShare Advisors LLC | 11,959 | $1.18M | 0.00% | +3,180+36.2% | Added |
| Quest Partners LLC | 11,843 | $1.17M | 0.10% | +5,695+92.6% | Added |
| South Dakota Investment Council | 11,806 | $1.17M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 11,576 | $1.14M | 0.03% | +328+2.9% | Added |
| Truist Financial Corp | 10,710 | $1.06M | 0.00% | +1,457+15.7% | Added |
| Atria Investments LLC | 10,461 | $1.03M | 0.01% | +2,127+25.5% | Added |
| Toroso Investments, LLC | 10,398 | $1.03M | 0.01% | +104+1.0% | Added |
| Everence Capital Management Inc | 10,140 | $1.00M | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,064 | $994.6K | 0.00% | +6,887+216.8% | Added |
| Bridgewater Associates, LP | 9,587 | $947.5K | 0.01% | −38,678−80.1% | Reduced |
| Engineers Gate Manager LP | 9,487 | $937.6K | 0.02% | +3,194+50.8% | Added |
| Jennison Associates LLC | 9,460 | $934.9K | 0.00% | +9,460 | New |
| Premier Fund Managers Ltd | 9,441 | $922.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,289 | $918.0K | 0.00% | +627+7.2% | Added |
| Henshaw Capital LLC | 9,147 | $904.0K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 9,059 | $894.8K | 0.00% | +192+2.2% | Added |
| Williamson Legacy Group, LLC | 8,906 | $880.2K | 0.59% | +8,906 | New |
| Edgestream Partners, L.P. | 8,898 | $879.4K | 0.04% | +8,898 | New |
| Mutual of America Capital Management LLC | 8,755 | $865.3K | 0.01% | −796−8.3% | Reduced |
| Vestcor Inc | 8,723 | $862.0K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,572 | $847.2K | 0.01% | +1,240+16.9% | Added |
| Lisanti Capital Growth, LLC | 8,545 | $844.5K | 0.21% | +8,545 | New |
| Brevan Howard Capital Management LP | 8,264 | $816.7K | 0.04% | +8,264 | New |
| Hancock Whitney Corp | 8,122 | $802.7K | 0.03% | +214+2.7% | Added |
| Zacks Investment Management | 8,021 | $792.7K | 0.01% | −271−3.3% | Reduced |
| Gotham Asset Management, LLC | 7,973 | $788.0K | 0.01% | +7,973 | New |
| Bank of Montreal | 7,928 | $774.4K | 0.00% | +68+0.9% | Added |
| Virtus Investment Advisers, Inc. | 7,679 | $758.9K | 0.60% | +2,400+45.5% | Added |
| Pictet Asset Management Holding SA | 7,626 | $753.3K | 0.00% | +256+3.5% | Added |