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, Q4 2024
Institutional positions in Merit Medical Systems Inc as of Dec 31, 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
- 386
- +15 vs. Q3 2024
- Shares held
- 61.0M
- +1.69M (+2.8%) vs. Q3 2024
- Total value
- $5.90B
- +$60.1M (+1.0%) vs. Q3 2024
- New holders
- 66
- 154 more added
- Sold out
- 51
- 113 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,266,300 | $896.2M | 0.02% | +289,732+3.2% | Added |
| Vanguard Group Inc | 6,648,659 | $643.1M | 0.01% | +63,314+1.0% | Added |
| State Street Corp | 2,293,120 | $221.8M | 0.01% | +61,419+2.8% | Added |
| Conestoga Capital Advisors, LLC | 2,289,903 | $221.5M | 2.94% | +7550.0% | Added |
| FMR LLC | 2,076,439 | $200.8M | 0.01% | +499,193+31.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,633,246 | $158.0M | 0.60% | +36,489+2.3% | Added |
| Invesco Ltd. | 1,535,468 | $148.5M | 0.03% | +118,142+8.3% | Added |
| Macquarie Group Ltd | 1,449,444 | $140.2M | 0.17% | −136,644−8.6% | Reduced |
| Geode Capital Management, LLC | 1,357,215 | $131.3M | 0.01% | −500.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,272,300 | $123.1M | 1.65% | −183,178−12.6% | Reduced |
| Dimensional Fund Advisors LP | 1,183,257 | $114.4M | 0.03% | −52,069−4.2% | Reduced |
| Morgan Stanley | 1,079,716 | $104.4M | 0.01% | −80,169−6.9% | Reduced |
| Loomis Sayles & Co L P | 1,065,265 | $103.0M | 0.13% | −31,891−2.9% | Reduced |
| Royal Bank of Canada | 938,210 | $90.7M | 0.02% | +5,932+0.6% | Added |
| Price T Rowe Associates Inc | 772,879 | $74.8M | 0.01% | −3,295−0.4% | Reduced |
| Northern Trust Corp | 750,936 | $72.6M | 0.01% | +85,483+12.8% | Added |
| Charles Schwab Investment Management Inc | 748,561 | $72.4M | 0.01% | +21,221+2.9% | Added |
| Nuveen Asset Management, LLC | 742,735 | $71.8M | 0.02% | +25,816+3.6% | Added |
| Citadel Advisors LLC | 698,586 | $67.6M | 0.06% | +656,174+1,547.1% | Added |
| Norges Bank | 688,983 | $66.6M | 0.01% | −45,714−6.2% | Reduced |
| William Blair Investment Management, LLC | 687,031 | $66.4M | 0.16% | −751,501−52.2% | Reduced |
| Channing Capital Management, LLC | 681,794 | $65.9M | 1.76% | −14,815−2.1% | Reduced |
| Franklin Resources Inc | 665,495 | $64.4M | 0.02% | +106,100+19.0% | Added |
| Aristotle Capital Boston, LLC | 658,785 | $63.7M | 2.36% | −87,878−11.8% | Reduced |
| Goldman Sachs Group Inc | 615,435 | $59.5M | 0.01% | +147,881+31.6% | Added |
| Westwood Holdings Group Inc. | 613,635 | $59.4M | 0.46% | −28,959−4.5% | Reduced |
| Congress Asset Management Co | 600,686 | $58.1M | 0.39% | +10,710+1.8% | Added |
| Bank of America Corp | 590,598 | $57.1M | 0.01% | +36,535+6.6% | Added |
| Rockefeller Capital Management L.P. | 563,899 | $54.5M | 0.14% | −77,806−12.1% | Reduced |
| UBS Group AG | 556,472 | $53.8M | 0.01% | +384,308+223.2% | Added |
| Standard Life Aberdeen plc | 546,146 | $52.8M | 0.10% | +181,228+49.7% | Added |
| Raymond James Financial Inc | 505,843 | $48.9M | 0.02% | +505,843 | New |
| JPMorgan Chase & Co | 454,040 | $43.9M | 0.00% | −121,906−21.2% | Reduced |
| Bank of New York Mellon Corp | 439,260 | $42.5M | 0.01% | −9,378−2.1% | Reduced |
| Iron Triangle Partners LP | 407,022 | $39.4M | 4.59% | +154,022+60.9% | Added |
| Greenhouse Funds LLLP | 403,328 | $39.0M | 1.73% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 382,697 | $37.0M | 0.21% | −30,068−7.3% | Reduced |
| Wells Fargo & Company | 370,067 | $35.8M | 0.01% | +22,006+6.3% | Added |
| Toroso Investments, LLC | 342,912 | $33.2M | 0.27% | +332,514+3,197.9% | Added |
| Two Sigma Advisers, LP | 340,700 | $33.0M | 0.08% | −104,800−23.5% | Reduced |
| Nomura Holdings Inc | 321,728 | $31.1M | 0.16% | +8,405+2.7% | Added |
| Ameriprise Financial Inc | 315,324 | $30.5M | 0.01% | +11,335+3.7% | Added |
| Principal Financial Group Inc | 312,020 | $30.2M | 0.02% | +11,756+3.9% | Added |
| Emerald Advisers, LLC | 302,755 | $29.3M | 1.13% | −12,424−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 298,262 | $28.8M | 0.03% | −55,495−15.7% | Reduced |
| Two Sigma Investments, LP | 278,841 | $27.0M | 0.06% | −91,897−24.8% | Reduced |
| Manufacturers Life Insurance Company, The | 264,562 | $25.6M | 0.02% | −4,987−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 250,000 | $24.2M | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 231,092 | $22.4M | 0.01% | −4,412−1.9% | Reduced |
| Frontier Capital Management Co LLC | 231,044 | $22.3M | 0.21% | −2,007−0.9% | Reduced |
| Wellington Management Group LLP | 225,636 | $21.8M | 0.00% | +225,636 | New |
| Fisher Asset Management, LLC | 224,181 | $21.7M | 0.01% | +2,491+1.1% | Added |
| Handelsbanken Fonder AB | 217,209 | $21.0M | 0.08% | +25,100+13.1% | Added |
| Comerica Bank | 211,500 | $20.5M | 0.08% | +8,987+4.4% | Added |
| Oberweis Asset Management Inc | 208,760 | $20.2M | 0.95% | +6,620+3.3% | Added |
| Voya Investment Management LLC | 199,843 | $19.3M | 0.02% | −83,720−29.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 199,140 | $19.3M | 1.17% | −34,955−14.9% | Reduced |
| Fort Washington Investment Advisors Inc | 195,140 | $18.9M | 0.11% | +14,990+8.3% | Added |
| Legal & General Group Plc | 189,349 | $18.3M | 0.00% | +3,033+1.6% | Added |
| SEI Investments Co | 187,320 | $18.1M | 0.02% | −13,981−6.9% | Reduced |
| Axiom Investors LLC | 186,018 | $18.0M | 0.13% | −27,599−12.9% | Reduced |
| New York State Common Retirement Fund | 168,367 | $16.3M | 0.02% | +972+0.6% | Added |
| Assenagon Asset Management S.A. | 166,927 | $16.1M | 0.03% | +74,019+79.7% | Added |
| Ranger Investment Management, L.P. | 166,715 | $16.1M | 1.02% | +166,715 | New |
| UBS Asset Management Americas Inc | 165,344 | $16.0M | 0.00% | +24,528+17.4% | Added |
| Rhumbline Advisers | 157,332 | $15.2M | 0.01% | −2,991−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 154,954 | $15.0M | 0.01% | −9,770−5.9% | Reduced |
| Tudor Investment Corp Et Al | 146,667 | $14.2M | 0.15% | +25,645+21.2% | Added |
| California Public Employees Retirement System | 146,393 | $14.2M | 0.01% | +15,026+11.4% | Added |
| Public Sector Pension Investment Board | 145,199 | $14.0M | 0.06% | +21,670+17.5% | Added |
| Amundi | 129,933 | $12.8M | 0.00% | +11,548+9.8% | Added |
| Great Lakes Advisors, LLC | 130,394 | $12.6M | 0.11% | −3,989−3.0% | Reduced |
| Fred Alger Management, LLC | 125,914 | $12.2M | 0.06% | +8,008+6.8% | Added |
| Impax Asset Management Group plc | 120,000 | $11.6M | 0.05% | 00.0% | Unchanged |
| EULAV Asset Management | 115,000 | $11.1M | 0.27% | +92,000+400.0% | Added |
| Swiss National Bank | 114,500 | $11.1M | 0.01% | +1,000+0.9% | Added |
| Trillium Asset Management, LLC | 113,747 | $11.0M | 0.29% | −4,853−4.1% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 113,438 | $11.0M | 0.84% | +689+0.6% | Added |
| Barclays PLC | 113,003 | $10.9M | 0.01% | +276+0.2% | Added |
| Renaissance Technologies LLC | 108,712 | $10.5M | 0.02% | +15,400+16.5% | Added |
| NFJ Investment Group, LLC | 103,719 | $10.0M | 0.32% | −6,491−5.9% | Reduced |
| Altium Capital Management LP | 100,000 | $9.67M | 3.01% | +15,000+17.6% | Added |
| Panagora Asset Management Inc | 99,762 | $9.65M | 0.04% | +1,299+1.3% | Added |
| Bryn Mawr Trust Co | 94,806 | $9.17M | 0.17% | −5,149−5.2% | Reduced |
| Qube Research & Technologies Ltd | 94,749 | $9.16M | 0.01% | +78,268+474.9% | Added |
| Congress Wealth Management LLC | 91,214 | $8.82M | 0.12% | +3,188+3.6% | Added |
| Deutsche Bank AG | 85,227 | $8.24M | 0.00% | +16,445+23.9% | Added |
| Driehaus Capital Management LLC | 83,464 | $8.07M | 0.07% | +83,464 | New |
| Citigroup Inc | 82,617 | $7.99M | 0.01% | +7,961+10.7% | Added |
| State of Wisconsin Investment Board | 82,019 | $7.93M | 0.02% | +375+0.5% | Added |
| Public Employees Retirement System of Ohio | 81,762 | $7.91M | 0.03% | −70.0% | Reduced |
| American Capital Management Inc | 80,438 | $7.78M | 0.29% | +2,620+3.4% | Added |
| Victory Capital Management Inc | 78,171 | $7.56M | 0.01% | +19,001+32.1% | Added |
| Squarepoint Ops LLC | 76,735 | $7.42M | 0.02% | −14,476−15.9% | Reduced |
| New York State Teachers Retirement System | 75,112 | $7.26M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 74,291 | $7.19M | 0.01% | +59,829+413.7% | Added |
| Alliancebernstein L.P. | 72,939 | $7.05M | 0.00% | +823+1.1% | Added |
| Natixis Advisors, L.P. | 72,435 | $7.01M | 0.01% | +4,891+7.2% | Added |
| F/M Investments LLC | 70,957 | $6.86M | 0.25% | −54,086−43.3% | Reduced |
| Prudential Financial Inc | 69,671 | $6.74M | 0.01% | +8,623+14.1% | Added |