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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $97 | 0.00% | −11,842−100.0% | Reduced |
| TFC Financial Management | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $193 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 2 | $194 | 0.00% | +2 | New |
| Abound Wealth Management | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $484 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $678 | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $678 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $774 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $870 | 0.00% | +9 | New |
| Bokf, NA | 10 | $962 | 0.00% | +10 | New |
| Concord Wealth Partners | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $1.26K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $1.84K | 0.00% | +19 | New |
| IFP Advisors, Inc | 20 | $1.94K | 0.00% | +1+5.3% | Added |
| Versant Capital Management, Inc | 27 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 35 | $3.00K | 0.00% | +12+52.2% | Added |
| JFS Wealth Advisors, LLC | 33 | $3.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $3.29K | 0.00% | +34 | New |
| Private Trust Co NA | 36 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 38 | $3.67K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.87K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 42 | $4.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $4.16K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.41K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $4.74K | 0.00% | +49 | New |
| LRI Investments, LLC | 51 | $4.91K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 54 | $5.22K | 0.00% | +54 | New |
| Sterling Capital Management LLC | 58 | $5.61K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 59 | $5.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 60 | $5.80K | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 64 | $6.19K | 0.00% | +8+14.3% | Added |
| LGT Financial Advisors LLC | 66 | $6.38K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $7.74K | 0.00% | +25+45.5% | Added |
| Talon Private Wealth, LLC | 91 | $8.80K | 0.00% | −2−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 92 | $8.90K | 0.00% | −10−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 94 | $9.09K | 0.00% | +3+3.3% | Added |
| Danske Bank A/S | 100 | $9.67K | 0.00% | −600−85.7% | Reduced |
| Hollencrest Capital Management | 100 | $9.67K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 112 | $10.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $11.5K | 0.00% | +27+29.3% | Added |
| Aster Capital Management (DIFC) Ltd | 121 | $11.7K | 0.00% | −292−70.7% | Reduced |
| Covestor Ltd | 119 | $12.0K | 0.01% | −3−2.5% | Reduced |
| Umb Bank N A | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 135 | $13.1K | 0.00% | +135 | New |
| WPG Advisers, LLC | 141 | $13.6K | 0.01% | +141 | New |
| R Squared Ltd | 150 | $14.5K | 0.01% | +150 | New |
| Steward Partners Investment Advisory, LLC | 151 | $14.6K | 0.00% | +151 | New |
| CIBC Private Wealth Group, LLC | 150 | $14.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $15.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 167 | $16.2K | 0.00% | +15+9.9% | Added |
| Hexagon Capital Partners LLC | 168 | $16.2K | 0.00% | −81−32.5% | Reduced |
| Key Financial Inc | 172 | $16.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 173 | $16.7K | 0.01% | −3−1.7% | Reduced |
| TCTC Holdings, LLC | 185 | $17.9K | 0.00% | +185 | New |
| Elequin Capital LP | 197 | $19.1K | 0.00% | −31−13.6% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 197 | $20.0K | 0.00% | +62+45.9% | Added |
| Lindbrook Capital, LLC | 209 | $20.2K | 0.00% | −3−1.4% | Reduced |
| Natixis | 216 | $20.9K | 0.00% | −209−49.2% | Reduced |
| Bessemer Group Inc | 219 | $21.0K | 0.00% | +69+46.0% | Added |
| Massmutual Trust Co FSB | 233 | $22.5K | 0.00% | +102+77.9% | Added |
| Whittier Trust Co of Nevada Inc | 271 | $26.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 320 | $30.9K | 0.03% | +320 | New |
| NewSquare Capital LLC | 334 | $32.3K | 0.00% | +334 | New |
| Valued Wealth Advisors LLC | 386 | $37.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 432 | $41.8K | 0.00% | +29+7.2% | Added |
| Premier Fund Managers Ltd | 461 | $44.0K | 0.00% | −8,980−95.1% | Reduced |
| Simplex Trading, LLC | 510 | $49.0K | 0.00% | +510 | New |
| Kohmann Bosshard Financial Services, LLC | 537 | $51.9K | 0.01% | +537 | New |
| USA Financial Portformulas Corp | 553 | $53.5K | 0.01% | −39−6.6% | Reduced |
| DekaBank Deutsche Girozentrale | 592 | $57.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 655 | $63.4K | 0.00% | +381+139.1% | Added |
| GeoWealth Management, LLC | 692 | $66.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 732 | $70.8K | 0.00% | −95−11.5% | Reduced |
| CWM, LLC | 760 | $74.0K | 0.00% | +71+10.3% | Added |
| First Horizon Advisors, Inc. | 772 | $74.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 783 | $75.7K | 0.00% | −273−25.9% | Reduced |
| Huntington National Bank | 787 | $76.1K | 0.00% | −11−1.4% | Reduced |
| Group One Trading, L.P. | 793 | $76.7K | 0.00% | +793 | New |
| Palouse Capital Management, Inc. | 844 | $81.6K | 0.05% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,000 | $96.7K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 964 | $101.0K | 0.01% | +44+4.8% | Added |
| Virtus Fund Advisers, LLC | 1,054 | $101.9K | 0.32% | +36+3.5% | Added |
| Globeflex Capital L P | 1,257 | $121.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,262 | $122.0K | 0.01% | +44+3.6% | Added |
| Canada Pension Plan Investment Board | 1,300 | $125.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,319 | $127.6K | 0.00% | −121−8.4% | Reduced |
| Fifth Third Bancorp | 1,373 | $132.8K | 0.00% | −106−7.2% | Reduced |
| Smartleaf Asset Management LLC | 1,388 | $133.9K | 0.01% | +977+237.7% | Added |
| Hilltop National Bank | 1,427 | $138.0K | 0.04% | −165−10.4% | Reduced |
| GAMMA Investing LLC | 1,494 | $144.5K | 0.01% | +191+14.7% | Added |
| Tower Research Capital LLC (TRC) | 1,695 | $163.9K | 0.00% | +48+2.9% | Added |