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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 8,828 | $853.8K | 0.01% | +73+0.8% | Added |
| Williamson Legacy Group, LLC | 8,875 | $858.4K | 0.57% | −31−0.3% | Reduced |
| Peak Retirement Planning, Inc. | 9,051 | $875.1K | 0.59% | +9,051 | New |
| Fox Run Management, L.L.C. | 9,070 | $877.3K | 0.16% | +9,070 | New |
| Henshaw Capital LLC | 9,147 | $884.7K | 0.04% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 9,190 | $888.9K | 0.01% | +9,190 | New |
| Nebula Research & Development LLC | 9,319 | $901.3K | 0.11% | +4,979+114.7% | Added |
| Cetera Investment Advisers | 10,093 | $976.2K | 0.00% | +804+8.7% | Added |
| STRS Ohio | 10,600 | $1.03M | 0.00% | +5,000+89.3% | Added |
| Atria Investments LLC | 10,860 | $1.05M | 0.01% | +399+3.8% | Added |
| Virtus Investment Advisers, Inc. | 11,192 | $1.08M | 0.85% | +3,513+45.7% | Added |
| South Dakota Investment Council | 11,806 | $1.14M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,100 | $1.17M | 0.01% | +12,100 | New |
| Police & Firemen's Retirement System of New Jersey | 12,188 | $1.18M | 0.01% | +12,188 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,442 | $1.20M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,451 | $1.20M | 0.00% | −5,268−29.7% | Reduced |
| Truist Financial Corp | 12,454 | $1.20M | 0.00% | +1,744+16.3% | Added |
| Blair William & Co | 12,517 | $1.21M | 0.00% | −4,318−25.6% | Reduced |
| Diversified Trust Co | 12,584 | $1.22M | 0.03% | +1,008+8.7% | Added |
| Integrated Quantitative Investments LLC | 13,616 | $1.32M | 0.65% | +13,616 | New |
| Oregon Public Employees Retirement Fund | 13,662 | $1.32M | 0.02% | −57−0.4% | Reduced |
| Thrive Capital Management, LLC | 14,197 | $1.37M | 0.63% | +7,875+124.6% | Added |
| Van Hulzen Asset Management, LLC | 14,800 | $1.43M | 0.10% | +14,800 | New |
| AQR Capital Management LLC | 15,247 | $1.47M | 0.00% | +1,999+15.1% | Added |
| Change Path, LLC | 15,433 | $1.49M | 0.05% | +10,113+190.1% | Added |
| Inceptionr LLC | 15,660 | $1.51M | 0.34% | +15,660 | New |
| Jackson Creek Investment Advisors LLC | 15,972 | $1.54M | 0.47% | −499−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,089 | $1.56M | 0.00% | −90−0.6% | Reduced |
| Level Four Advisory Services, LLC | 16,201 | $1.57M | 0.06% | +2,458+17.9% | Added |
| The PNC Financial Services Group, Inc. | 16,336 | $1.58M | 0.00% | +2,912+21.7% | Added |
| Arizona State Retirement System | 16,869 | $1.63M | 0.01% | +137+0.8% | Added |
| Amalgamated Bank | 17,084 | $1.65M | 0.01% | +12+0.1% | Added |
| ProShare Advisors LLC | 17,267 | $1.67M | 0.00% | +5,308+44.4% | Added |
| Riverwater Partners LLC | 18,068 | $1.75M | 0.85% | +20+0.1% | Added |
| Exchange Traded Concepts, LLC | 18,314 | $1.77M | 0.04% | +751+4.3% | Added |
| Maryland State Retirement & Pension System | 19,626 | $1.90M | 0.04% | −31−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,846 | $1.92M | 0.01% | +3,819+23.8% | Added |
| Ensign Peak Advisors, Inc | 20,309 | $1.96M | 0.00% | −60−0.3% | Reduced |
| M&T Bank Corp | 20,736 | $2.01M | 0.01% | −10,558−33.7% | Reduced |
| State of New Jersey Common Pension Fund D | 20,761 | $2.01M | 0.01% | −552−2.6% | Reduced |
| State of Tennessee, Treasury Department | 20,788 | $2.01M | 0.01% | −4,912−19.1% | Reduced |
| MML Investors Services, LLC | 21,021 | $2.03M | 0.01% | +3,331+18.8% | Added |
| Yousif Capital Management, LLC | 22,514 | $2.18M | 0.02% | −401−1.7% | Reduced |
| Bank of Montreal | 23,458 | $2.27M | 0.00% | +15,530+195.9% | Added |
| American Century Companies Inc | 23,658 | $2.29M | 0.00% | +6,789+40.2% | Added |
| Bailard, Inc. | 24,350 | $2.36M | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,821 | $2.40M | 0.19% | +12,709+104.9% | Added |
| Russell Investments Group, Ltd. | 26,183 | $2.53M | 0.00% | +10,135+63.2% | Added |
| Knights of Columbus Asset Advisors LLC | 26,224 | $2.54M | 0.17% | +64+0.2% | Added |
| Janus Henderson Group PLC | 26,731 | $2.59M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,200 | $2.73M | 0.05% | +100+0.4% | Added |
| Glenmede Trust Co NA | 28,420 | $2.75M | 0.01% | −217−0.8% | Reduced |
| Creative Planning | 28,717 | $2.78M | 0.00% | +9,664+50.7% | Added |
| Illinois Municipal Retirement Fund | 30,342 | $2.93M | 0.04% | +400+1.3% | Added |
| Martingale Asset Management L P | 30,473 | $2.95M | 0.07% | −140−0.5% | Reduced |
| Corebridge Financial, Inc. | 30,507 | $2.95M | 0.02% | −2,380−7.2% | Reduced |
| Stifel Financial Corp | 30,702 | $2.97M | 0.00% | +2,652+9.5% | Added |
| Intech Investment Management LLC | 31,587 | $3.06M | 0.03% | +17,563+125.2% | Added |
| Teachers Retirement System of the State of Kentucky | 32,089 | $3.10M | 0.03% | +13,672+74.2% | Added |
| Jump Financial, LLC | 32,429 | $3.14M | 0.07% | +25,833+391.6% | Added |
| Formula Growth Ltd | 32,458 | $3.14M | 1.06% | −400−1.2% | Reduced |
| Ami Asset Management Corp | 33,041 | $3.20M | 0.17% | +7,367+28.7% | Added |
| State of Alaska, Department of Revenue | 33,128 | $3.20M | 0.04% | −90−0.3% | Reduced |
| TownSquare Capital, LLC | 33,907 | $3.28M | 0.04% | +5,326+18.6% | Added |
| MetLife Investment Management | 34,585 | $3.35M | 0.02% | +1,557+4.7% | Added |
| Jane Street Group, LLC | 34,837 | $3.37M | 0.01% | −36,236−51.0% | Reduced |
| Susquehanna International Group, LLP | 34,951 | $3.38M | 0.01% | +31,395+882.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,531 | $3.44M | 0.01% | +1,218+3.5% | Added |
| Pathstone Holdings, LLC | 36,428 | $3.52M | 0.02% | +1,478+4.2% | Added |
| Teacher Retirement System of Texas | 39,400 | $3.81M | 0.01% | +20,506+108.5% | Added |
| Renaissance Group LLC | 41,987 | $4.06M | 0.17% | +4,172+11.0% | Added |
| Martin & Co Inc | 42,891 | $4.15M | 1.03% | −1,476−3.3% | Reduced |
| Zions Bancorporation, N.A. | 44,428 | $4.30M | 0.27% | +7,358+19.8% | Added |
| Thrivent Financial for Lutherans | 45,047 | $4.36M | 0.01% | −664−1.5% | Reduced |
| Jefferies Financial Group Inc. | 50,422 | $4.88M | 0.05% | −28,382−36.0% | Reduced |
| California State Teachers Retirement System | 54,356 | $5.26M | 0.01% | −545−1.0% | Reduced |
| HighTower Advisors, LLC | 55,844 | $5.40M | 0.01% | +401+0.7% | Added |
| Great West Life Assurance Co | 55,871 | $5.40M | 0.01% | −1,071−1.9% | Reduced |
| LPL Financial LLC | 54,592 | $5.55M | 0.00% | +10,526+23.9% | Added |
| First Trust Advisors LP | 59,466 | $5.75M | 0.01% | +7,781+15.1% | Added |
| Verition Fund Management LLC | 59,922 | $5.80M | 0.03% | +44,777+295.7% | Added |
| RMB Capital Management, LLC | 60,731 | $5.87M | 0.14% | +60,731 | New |
| King Luther Capital Management Corp | 61,014 | $5.90M | 0.03% | +5,751+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 62,420 | $6.00M | 0.01% | −5,351−7.9% | Reduced |
| Millennium Management LLC | 66,281 | $6.41M | 0.01% | −69,748−51.3% | Reduced |
| Edgestream Partners, L.P. | 67,116 | $6.49M | 0.28% | +58,218+654.3% | Added |
| Prudential Financial Inc | 69,671 | $6.74M | 0.01% | +8,623+14.1% | Added |
| F/M Investments LLC | 70,957 | $6.86M | 0.25% | −54,086−43.3% | Reduced |
| Natixis Advisors, L.P. | 72,435 | $7.01M | 0.01% | +4,891+7.2% | Added |
| Alliancebernstein L.P. | 72,939 | $7.05M | 0.00% | +823+1.1% | Added |
| Marshall Wace, LLP | 74,291 | $7.19M | 0.01% | +59,829+413.7% | Added |
| New York State Teachers Retirement System | 75,112 | $7.26M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 76,735 | $7.42M | 0.02% | −14,476−15.9% | Reduced |
| Victory Capital Management Inc | 78,171 | $7.56M | 0.01% | +19,001+32.1% | Added |
| American Capital Management Inc | 80,438 | $7.78M | 0.29% | +2,620+3.4% | Added |
| Public Employees Retirement System of Ohio | 81,762 | $7.91M | 0.03% | −70.0% | Reduced |
| State of Wisconsin Investment Board | 82,019 | $7.93M | 0.02% | +375+0.5% | Added |
| Citigroup Inc | 82,617 | $7.99M | 0.01% | +7,961+10.7% | Added |
| Driehaus Capital Management LLC | 83,464 | $8.07M | 0.07% | +83,464 | New |
| Deutsche Bank AG | 85,227 | $8.24M | 0.00% | +16,445+23.9% | Added |