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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 7,440 | $735.3K | 0.00% | +187+2.6% | Added |
| Soltis Investment Advisors LLC | 7,419 | $733.3K | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,526 | $718.0K | 0.00% | +7,526 | New |
| Aquatic Capital Management LLC | 7,000 | $691.8K | 0.02% | +400+6.1% | Added |
| Shell Asset Management Co | 6,987 | $691.0K | 0.03% | +6,987 | New |
| Jump Financial, LLC | 6,596 | $651.9K | 0.01% | +6,596 | New |
| Public Employees Retirement Association of Colorado | 6,458 | $638.0K | 0.00% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 6,322 | $624.8K | 0.29% | −863−12.0% | Reduced |
| Petrus Trust Company, LTA | 6,249 | $617.6K | 0.06% | −2,194−26.0% | Reduced |
| Guidance Capital, Inc | 6,078 | $586.4K | 0.18% | −50−0.8% | Reduced |
| Los Angeles Capital Management LLC | 5,866 | $579.7K | 0.00% | +5,866 | New |
| Ameritas Investment Partners, Inc. | 5,797 | $572.9K | 0.02% | +190+3.4% | Added |
| Millrace Asset Group, Inc. | 5,662 | $560.0K | 0.57% | +5,662 | New |
| STRS Ohio | 5,600 | $553.4K | 0.00% | −1,100−16.4% | Reduced |
| Smith Group Asset Management, LLC | 5,568 | $550.3K | 0.05% | +5,568 | New |
| Benjamin Edwards Inc | 5,450 | $538.6K | 0.01% | +1,827+50.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,578 | $532.8K | 0.00% | +1,593+40.0% | Added |
| Change Path, LLC | 5,320 | $525.8K | 0.02% | +1,307+32.6% | Added |
| Vise Technologies, Inc. | 5,257 | $519.5K | 0.07% | −4,284−44.9% | Reduced |
| RSM US Wealth Management LLC | 4,906 | $478.9K | 0.01% | +1,532+45.4% | Added |
| SageView Advisory Group, LLC | 4,826 | $477.0K | 0.02% | +1,331+38.1% | Added |
| Aureus Asset Management, LLC | 4,804 | $474.8K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,709 | $465.4K | 0.03% | +4,709 | New |
| Crossmark Global Holdings, Inc. | 4,668 | $461.0K | 0.01% | −3,363−41.9% | Reduced |
| SG Americas Securities, LLC | 4,555 | $450.0K | 0.00% | −4,924−51.9% | Reduced |
| Guardian Asset Advisors, LLC | 4,520 | $446.7K | 0.30% | 00.0% | Unchanged |
| Numerai GP LLC | 4,514 | $446.1K | 0.12% | +370+8.9% | Added |
| Dakota Wealth Management | 4,486 | $443.4K | 0.01% | +1,347+42.9% | Added |
| CWC Advisors, LLC. | 4,423 | $437.1K | 0.43% | +4,423 | New |
| Evergreen Capital Management LLC | 4,358 | $430.7K | 0.01% | +393+9.9% | Added |
| Nebula Research & Development LLC | 4,340 | $428.9K | 0.05% | +4,340 | New |
| HRT Financial LP | 4,337 | $428.0K | 0.00% | +4,337 | New |
| Nisa Investment Advisors, LLC | 4,256 | $420.6K | 0.00% | −252−5.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,176 | $412.7K | 0.00% | +250+6.4% | Added |
| Gibbs Wealth Management | 4,101 | $405.3K | 0.13% | +615+17.6% | Added |
| Silver Oak Securities, Inc | 4,142 | $404.6K | 0.04% | +4,142 | New |
| Park Avenue Securities LLC | 3,991 | $394.0K | 0.00% | +223+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 3,939 | $389.3K | 0.00% | +3,939 | New |
| Raymond James Trust N.A. | 3,936 | $389.0K | 0.01% | −34−0.9% | Reduced |
| US Bancorp | 3,874 | $382.9K | 0.00% | −36−0.9% | Reduced |
| Cresset Asset Management, LLC | 3,809 | $376.4K | 0.00% | +1,004+35.8% | Added |
| nVerses Capital, LLC | 3,800 | $375.6K | 0.17% | +1,000+35.7% | Added |
| Xponance, Inc. | 3,756 | $371.2K | 0.00% | +135+3.7% | Added |
| Cerity Partners LLC | 3,684 | $364.1K | 0.00% | +3,684 | New |
| Mackenzie Financial Corp | 3,676 | $363.3K | 0.00% | +198+5.7% | Added |
| Graham Capital Management, L.P. | 3,665 | $362.2K | 0.01% | +3,665 | New |
| Baldwin Brothers Inc | 3,582 | $354.0K | 0.02% | +3,582 | 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 |
| AlphaMark Advisors, LLC | 3,527 | $349.0K | 0.12% | +3,527 | New |
| Mercer Global Advisors Inc | 3,502 | $341.9K | 0.00% | +126+3.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,379 | $333.9K | 0.00% | +67+2.0% | Added |
| CIBC Asset Management Inc | 3,312 | $327.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,292 | $325.3K | 0.00% | +3,292 | New |
| Peapack Gladstone Financial Corp | 3,216 | $318.0K | 0.00% | +20+0.6% | Added |
| Lindenwold Advisors | 3,136 | $309.9K | 0.16% | +10+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,130 | $309.3K | 0.03% | +3,130 | New |
| Veriti Management LLC | 3,024 | $298.9K | 0.02% | −28−0.9% | Reduced |
| Profund Advisors LLC | 3,012 | $297.7K | 0.01% | +70+2.4% | Added |
| Farallon Capital Management, L.L.C. | 3,000 | $296.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,957 | $292.2K | 0.00% | +48+1.7% | Added |
| MeadowBrook Investment Advisors LLC | 2,895 | $286.1K | 0.26% | −635−18.0% | Reduced |
| Old National Bancorp | 2,871 | $283.7K | 0.01% | +17+0.6% | Added |
| Kennedy Capital Management, Inc. | 2,820 | $278.7K | 0.01% | +2,820 | New |
| Lido Advisors, LLC | 2,711 | $267.9K | 0.00% | −252−8.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,697 | $266.5K | 0.00% | +2,697 | New |
| Quadrant Capital Group LLC | 2,673 | $264.2K | 0.02% | +132+5.2% | Added |
| Acadian Asset Management LLC | 2,544 | $251.0K | 0.00% | +2,544 | New |
| 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 |
| Sequoia Financial Advisors, LLC | 2,486 | $245.7K | 0.00% | −64−2.5% | Reduced |
| Dark Forest Capital Management LP | 2,482 | $245.3K | 0.03% | +2,482 | New |
| Prudent Man Advisors, LLC | 2,467 | $243.8K | 0.08% | −69−2.7% | Reduced |
| Pacer Advisors, Inc. | 2,426 | $239.8K | 0.00% | +2,426 | New |
| Shelton Capital Management | 2,423 | $239.5K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 2,400 | $237.2K | 0.00% | +2,400 | New |
| Dynamic Technology Lab Private Ltd | 2,311 | $228.0K | 0.02% | +2,311 | New |
| ZWJ Investment Counsel Inc | 2,295 | $226.8K | 0.01% | +2,295 | New |
| Trajan Wealth LLC | 2,277 | $225.0K | 0.01% | −84−3.6% | Reduced |
| Avantax Advisory Services, Inc. | 2,244 | $221.8K | 0.00% | +2,244 | New |
| Sage Rhino Capital LLC | 2,234 | $220.8K | 0.05% | +2,234 | New |
| Sherbrooke Park Advisers LLC | 2,230 | $220.4K | 0.05% | +2,230 | New |
| Sanctuary Advisors, LLC | 1,964 | $206.9K | 0.00% | +1,964 | New |
| DRW Securities, LLC | 2,059 | $203.5K | 0.01% | +2,059 | New |
| Cornerstone Investment Partners, LLC | 2,051 | $202.7K | 0.01% | +2,051 | New |
| Fifth Third Wealth Advisors LLC | 2,027 | $200.3K | 0.01% | +2,027 | New |
| Principal Securities, Inc. | 1,829 | $180.8K | 0.00% | +248+15.7% | Added |
| TD Private Client Wealth LLC | 1,732 | $171.2K | 0.00% | +211+13.9% | Added |
| Headlands Technologies LLC | 1,708 | $168.8K | 0.02% | +1,708 | New |
| Central Pacific Bank - Trust Division | 1,680 | $166.0K | 0.02% | −570−25.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,647 | $162.8K | 0.00% | −7,731−82.4% | Reduced |
| Hilltop National Bank | 1,592 | $157.3K | 0.05% | −65−3.9% | Reduced |
| KBC Group NV | 1,586 | $157.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,479 | $146.2K | 0.00% | +201+15.7% | Added |
| GAMMA Investing LLC | 1,303 | $128.8K | 0.01% | +472+56.8% | Added |
| Canada Pension Plan Investment Board | 1,300 | $128.5K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,257 | $124.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,440 | $123.8K | 0.00% | +14+1.0% | Added |
| Harvest Fund Management Co., Ltd | 1,218 | $120.0K | 0.01% | +1,218 | New |
| Lazard Asset Management LLC | 1,082 | $106.0K | 0.00% | 00.0% | Unchanged |