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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,056 | $104.4K | 0.00% | +260+32.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,024 | $101.2K | 0.02% | −808−44.1% | Reduced |
| Virtus Fund Advisers, LLC | 1,018 | $100.6K | 0.41% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,000 | $98.8K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 920 | $90.9K | 0.01% | +33+3.7% | Added |
| Palouse Capital Management, Inc. | 844 | $83.4K | 0.05% | −1,342−61.4% | Reduced |
| National Bank of Canada | 827 | $81.7K | 0.00% | −73−8.1% | Reduced |
| Huntington National Bank | 798 | $78.9K | 0.00% | +90+12.7% | Added |
| First Horizon Advisors, Inc. | 772 | $76.3K | 0.00% | +83+12.0% | Added |
| Danske Bank A/S | 700 | $69.2K | 0.00% | +700 | New |
| GeoWealth Management, LLC | 692 | $68.4K | 0.00% | +692 | New |
| CWM, LLC | 689 | $68.0K | 0.00% | +78+12.8% | Added |
| State of Wyoming | 637 | $63.0K | 0.01% | +637 | New |
| Catalyst Funds Management Pty Ltd | 600 | $59.3K | 0.01% | +200+50.0% | Added |
| USA Financial Portformulas Corp | 592 | $58.5K | 0.01% | +592 | New |
| DekaBank Deutsche Girozentrale | 592 | $57.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 425 | $42.0K | 0.00% | +424+42,400.0% | Added |
| Aster Capital Management (DIFC) Ltd | 413 | $40.8K | 0.01% | +413 | New |
| Smartleaf Asset Management LLC | 411 | $40.1K | 0.00% | +17+4.3% | Added |
| Parallel Advisors, LLC | 403 | $39.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 386 | $38.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 274 | $27.1K | 0.00% | +102+59.3% | Added |
| Whittier Trust Co of Nevada Inc | 271 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 249 | $24.6K | 0.00% | −119−32.3% | Reduced |
| Elequin Capital LP | 228 | $22.5K | 0.00% | +228 | New |
| Lindbrook Capital, LLC | 212 | $21.0K | 0.00% | +18+9.3% | Added |
| GHP Investment Advisors, Inc. | 200 | $19.8K | 0.00% | +200 | New |
| DT Investment Partners, LLC | 195 | $19.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 176 | $17.4K | 0.01% | −59−25.1% | Reduced |
| Key Financial Inc | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $15.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 152 | $15.0K | 0.00% | +77+102.7% | Added |
| Bessemer Group Inc | 150 | $15.0K | 0.00% | +52+53.1% | Added |
| CIBC Private Wealth Group, LLC | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 134 | $13.2K | 0.00% | +70+109.4% | Added |
| Picton Mahoney Asset Management | 135 | $13.0K | 0.00% | +22+19.5% | Added |
| Ci Investments Inc. | 136 | $13.0K | 0.00% | +136 | New |
| Massmutual Trust Co FSB | 131 | $12.9K | 0.00% | +3+2.3% | Added |
| Covestor Ltd | 122 | $12.0K | 0.01% | −222−64.5% | Reduced |
| Parkside Financial Bank & Trust | 112 | $11.1K | 0.00% | −7−5.9% | Reduced |
| Clear Street Markets LLC | 114 | $11.0K | 0.01% | +114 | New |
| SRS Capital Advisors, Inc. | 102 | $10.1K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 93 | $9.19K | 0.00% | +93 | New |
| Clearstead Advisors, LLC | 92 | $9.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 91 | $8.99K | 0.00% | +21+30.0% | Added |
| Reston Wealth Management LLC | 68 | $6.72K | 0.00% | +68 | New |
| LGT Financial Advisors LLC | 66 | $6.52K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 59 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 58 | $5.73K | 0.00% | +58 | New |
| Geneos Wealth Management Inc. | 56 | $5.53K | 0.00% | +56 | New |
| Rothschild Investment LLC | 55 | $5.44K | 0.00% | +30+120.0% | Added |
| LRI Investments, LLC | 51 | $5.14K | 0.00% | −6−10.5% | Reduced |
| Central Trust Co | 47 | $4.65K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $4.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $4.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $3.95K | 0.00% | −12−23.1% | Reduced |
| Cetera Trust Company, N.A | 38 | $3.76K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $3.56K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 33 | $3.26K | 0.00% | +1+3.1% | Added |
| Wolff Wiese Magana LLC | 33 | $3.26K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 26 | $2.57K | 0.00% | +26 | New |
| Ashton Thomas Securities, LLC | 25 | $2.47K | 0.00% | +25 | New |
| Financial Network Wealth Advisors LLC | 23 | $2.27K | 0.00% | +3+15.0% | Added |
| Hemington Wealth Management | 23 | $2.00K | 0.00% | +23 | New |
| IFP Advisors, Inc | 19 | $1.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.34K | 0.00% | +4+40.0% | Added |
| Continuum Advisory, LLC | 12 | $1.21K | 0.00% | +12 | New |
| Concord Wealth Partners | 11 | $1.09K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 9 | $890 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $791 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $692 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $593 | 0.00% | +6 | New |
| Abound Wealth Management | 4 | $396 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $296 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $99 | 0.00% | 00.0% | Unchanged |
| 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 |