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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1,732 | $167.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,780 | $172.2K | 0.02% | +100+6.0% | Added |
| Kapitalo Investimentos Ltda | 2,061 | $199.3K | 0.13% | +2,061 | New |
| Ballentine Partners, LLC | 2,071 | $200.3K | 0.00% | +2,071 | New |
| Longboard Asset Management, LP | 2,075 | $200.7K | 0.53% | +2,075 | New |
| Virtu Financial LLC | 2,096 | $203.0K | 0.01% | +2,096 | New |
| WSFS Capital Management, LLC | 2,100 | $203.1K | 0.01% | +2,100 | New |
| Trajan Wealth LLC | 2,186 | $211.4K | 0.01% | −91−4.0% | Reduced |
| Raiffeisen Bank International AG | 2,205 | $212.8K | 0.00% | +2,205 | New |
| Prudent Man Advisors, LLC | 2,222 | $214.9K | 0.08% | −245−9.9% | Reduced |
| Norden Group LLC | 2,249 | $217.5K | 0.02% | +2,249 | New |
| Sage Rhino Capital LLC | 2,260 | $218.6K | 0.05% | +26+1.2% | Added |
| KBC Group NV | 2,265 | $219.0K | 0.00% | +679+42.8% | Added |
| Shelton Capital Management | 2,273 | $219.8K | 0.01% | −150−6.2% | Reduced |
| Wedbush Securities Inc | 2,311 | $224.0K | 0.01% | +2,311 | New |
| Sanctuary Advisors, LLC | 2,038 | $224.8K | 0.00% | +74+3.8% | Added |
| Principal Securities, Inc. | 2,342 | $226.5K | 0.01% | +513+28.0% | Added |
| Avantax Advisory Services, Inc. | 2,347 | $227.0K | 0.00% | +103+4.6% | Added |
| Cresset Asset Management, LLC | 2,468 | $238.7K | 0.00% | −1,341−35.2% | Reduced |
| Pacer Advisors, Inc. | 2,482 | $240.1K | 0.00% | +56+2.3% | Added |
| Marco Investment Management LLC | 2,500 | $241.8K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,515 | $243.3K | 0.00% | +29+1.2% | Added |
| Whalen Wealth Management Inc. | 2,555 | $247.1K | 0.17% | +2,555 | New |
| Quadrant Capital Group LLC | 2,573 | $248.9K | 0.02% | −100−3.7% | Reduced |
| Aigen Investment Management, LP | 2,732 | $264.2K | 0.05% | +2,732 | New |
| Cerity Partners LLC | 2,694 | $266.2K | 0.00% | −990−26.9% | Reduced |
| CI Private Wealth, LLC | 2,861 | $276.7K | 0.00% | −96−3.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,895 | $280.0K | 0.25% | 00.0% | Unchanged |
| Old National Bancorp | 2,917 | $282.1K | 0.01% | +46+1.6% | Added |
| Freestone Grove Partners LP | 2,927 | $283.1K | 0.00% | +2,927 | New |
| Farallon Capital Management, L.L.C. | 3,000 | $290.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,059 | $295.9K | 0.01% | +47+1.6% | Added |
| Mount Yale Investment Advisors, LLC | 3,134 | $303.1K | 0.02% | +4+0.1% | Added |
| Lindenwold Advisors | 3,146 | $304.3K | 0.16% | +10+0.3% | Added |
| Dakota Wealth Management | 3,253 | $314.7K | 0.01% | −1,233−27.5% | Reduced |
| Portside Wealth Group, LLC | 3,285 | $317.7K | 0.05% | +3,285 | New |
| Mercer Global Advisors Inc | 3,295 | $318.7K | 0.00% | −207−5.9% | Reduced |
| RSM US Wealth Management LLC | 3,317 | $320.1K | 0.00% | −1,589−32.4% | Reduced |
| JustInvest LLC | 3,334 | $322.5K | 0.00% | −222−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,337 | $322.8K | 0.00% | +45+1.4% | Added |
| Lido Advisors, LLC | 3,617 | $349.8K | 0.00% | +906+33.4% | Added |
| Mackenzie Financial Corp | 3,676 | $355.5K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,737 | $361.0K | 0.01% | +521+16.2% | Added |
| Ethic Inc. | 3,738 | $361.5K | 0.01% | +3,738 | New |
| US Bancorp | 3,791 | $366.7K | 0.00% | −83−2.1% | Reduced |
| XTX Topco Ltd | 3,800 | $367.5K | 0.03% | −909−19.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,900 | $377.2K | 0.00% | −39−1.0% | Reduced |
| Significant Wealth Partners LLC | 4,022 | $389.0K | 0.20% | +4,022 | New |
| Engineers Gate Manager LP | 4,042 | $390.9K | 0.01% | −5,445−57.4% | Reduced |
| EntryPoint Capital, LLC | 4,099 | $396.5K | 0.17% | +4,099 | New |
| Guardian Asset Advisors, LLC | 4,114 | $397.9K | 0.26% | −406−9.0% | Reduced |
| Numerai GP LLC | 4,236 | $409.7K | 0.11% | −278−6.2% | Reduced |
| New Age Alpha Advisors, LLC | 4,281 | $414.1K | 0.02% | +4,281 | New |
| Nisa Investment Advisors, LLC | 4,335 | $419.3K | 0.00% | +79+1.9% | Added |
| CWC Advisors, LLC. | 4,338 | $419.6K | 0.42% | −85−1.9% | Reduced |
| ISAM Funds (UK) Ltd | 4,379 | $423.5K | 0.32% | +4,379 | New |
| Crossmark Global Holdings, Inc. | 4,461 | $431.0K | 0.01% | −207−4.4% | Reduced |
| Xponance, Inc. | 4,475 | $432.8K | 0.00% | +719+19.1% | Added |
| Evergreen Capital Management LLC | 4,508 | $436.0K | 0.01% | +150+3.4% | Added |
| Walleye Trading LLC | 4,598 | $444.7K | 0.01% | +4,598 | New |
| Lazard Asset Management LLC | 4,682 | $452.0K | 0.00% | +3,600+332.7% | Added |
| Crestline Management, LP | 4,691 | $453.7K | 0.02% | +4,691 | New |
| Petrus Trust Company, LTA | 4,705 | $455.1K | 0.04% | −1,544−24.7% | Reduced |
| Vise Technologies, Inc. | 4,806 | $464.8K | 0.04% | −451−8.6% | Reduced |
| Park Avenue Securities LLC | 4,812 | $465.0K | 0.00% | +821+20.6% | Added |
| Gibbs Wealth Management | 4,893 | $473.3K | 0.13% | +792+19.3% | Added |
| SageView Advisory Group, LLC | 4,912 | $475.1K | 0.02% | +86+1.8% | Added |
| Caption Management, LLC | 5,000 | $483.6K | 0.02% | +5,000 | New |
| Arrowstreet Capital, Limited Partnership | 5,001 | $483.7K | 0.00% | +5,001 | New |
| Walleye Capital LLC | 5,161 | $499.2K | 0.00% | +5,161 | New |
| Groupama Asset Managment | – | $510.1K | 0.01% | – | New |
| CIBC World Markets Corp | 5,355 | $517.9K | 0.00% | +5,355 | New |
| Envestnet Portfolio Solutions, Inc. | 5,391 | $521.4K | 0.00% | +1,215+29.1% | Added |
| HRT Financial LP | 5,421 | $524.0K | 0.00% | +1,084+25.0% | Added |
| Smith Group Asset Management, LLC | 5,625 | $544.0K | 0.04% | +57+1.0% | Added |
| Silver Oak Securities, Inc | 5,686 | $548.7K | 0.05% | +1,544+37.3% | Added |
| Gsa Capital Partners LLP | 5,724 | $554.0K | 0.04% | +5,724 | New |
| Mariner, LLC | 5,787 | $559.7K | 0.00% | −3,272−36.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,809 | $561.8K | 0.00% | +231+4.1% | Added |
| Los Angeles Capital Management LLC | 5,866 | $567.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,896 | $570.2K | 0.01% | +446+8.2% | Added |
| Ameritas Investment Partners, Inc. | 5,987 | $579.1K | 0.02% | +190+3.3% | Added |
| Hancock Whitney Corp | 6,254 | $604.9K | 0.02% | −1,868−23.0% | Reduced |
| Winnow Wealth LLC | 6,515 | $613.7K | 0.61% | +6,515 | New |
| Public Employees Retirement Association of Colorado | 6,388 | $618.0K | 0.00% | −70−1.1% | Reduced |
| Westover Capital Advisors, LLC | 6,560 | $634.5K | 0.14% | +6,560 | New |
| Bridgewater Associates, LP | 6,635 | $641.7K | 0.00% | −2,952−30.8% | Reduced |
| Zacks Investment Management | 6,676 | $645.7K | 0.01% | −1,345−16.8% | Reduced |
| Shell Asset Management Co | 6,987 | $676.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,198 | $696.0K | 0.00% | −328−4.4% | Reduced |
| Captrust Financial Advisors | 7,301 | $706.2K | 0.00% | −139−1.9% | Reduced |
| Everence Capital Management Inc | 7,340 | $710.0K | 0.05% | −2,800−27.6% | Reduced |
| Soltis Investment Advisors LLC | 7,481 | $723.5K | 0.07% | +62+0.8% | Added |
| Quantbot Technologies LP | 7,765 | $751.0K | 0.03% | −17,206−68.9% | Reduced |
| Magnetar Financial LLC | 8,062 | $779.8K | 0.02% | +8,062 | New |
| QRG Capital Management, Inc. | 8,115 | $784.9K | 0.01% | −457−5.3% | Reduced |
| HSBC Holdings PLC | 8,262 | $799.8K | 0.00% | −10,208−55.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,276 | $800.5K | 0.11% | +8,276 | New |
| Pictet Asset Management Holding SA | 8,675 | $839.0K | 0.00% | +1,049+13.8% | Added |
| Vestcor Inc | 8,783 | $849.0K | 0.03% | +60+0.7% | Added |