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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 91,214 | $8.82M | 0.12% | +3,188+3.6% | Added |
| Qube Research & Technologies Ltd | 94,749 | $9.16M | 0.01% | +78,268+474.9% | Added |
| Bryn Mawr Trust Co | 94,806 | $9.17M | 0.17% | −5,149−5.2% | Reduced |
| Panagora Asset Management Inc | 99,762 | $9.65M | 0.04% | +1,299+1.3% | Added |
| Altium Capital Management LP | 100,000 | $9.67M | 3.01% | +15,000+17.6% | Added |
| NFJ Investment Group, LLC | 103,719 | $10.0M | 0.32% | −6,491−5.9% | Reduced |
| Renaissance Technologies LLC | 108,712 | $10.5M | 0.02% | +15,400+16.5% | Added |
| Barclays PLC | 113,003 | $10.9M | 0.01% | +276+0.2% | Added |
| Mesirow Institutional Investment Management, Inc. | 113,438 | $11.0M | 0.84% | +689+0.6% | Added |
| Trillium Asset Management, LLC | 113,747 | $11.0M | 0.29% | −4,853−4.1% | Reduced |
| Swiss National Bank | 114,500 | $11.1M | 0.01% | +1,000+0.9% | Added |
| EULAV Asset Management | 115,000 | $11.1M | 0.27% | +92,000+400.0% | Added |
| Impax Asset Management Group plc | 120,000 | $11.6M | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 125,914 | $12.2M | 0.06% | +8,008+6.8% | Added |
| Great Lakes Advisors, LLC | 130,394 | $12.6M | 0.11% | −3,989−3.0% | Reduced |
| Amundi | 129,933 | $12.8M | 0.00% | +11,548+9.8% | Added |
| Public Sector Pension Investment Board | 145,199 | $14.0M | 0.06% | +21,670+17.5% | Added |
| California Public Employees Retirement System | 146,393 | $14.2M | 0.01% | +15,026+11.4% | Added |
| Tudor Investment Corp Et Al | 146,667 | $14.2M | 0.15% | +25,645+21.2% | Added |
| BNP Paribas Arbitrage, SA | 154,954 | $15.0M | 0.01% | −9,770−5.9% | Reduced |
| Rhumbline Advisers | 157,332 | $15.2M | 0.01% | −2,991−1.9% | Reduced |
| UBS Asset Management Americas Inc | 165,344 | $16.0M | 0.00% | +24,528+17.4% | Added |
| Ranger Investment Management, L.P. | 166,715 | $16.1M | 1.02% | +166,715 | New |
| Assenagon Asset Management S.A. | 166,927 | $16.1M | 0.03% | +74,019+79.7% | Added |
| New York State Common Retirement Fund | 168,367 | $16.3M | 0.02% | +972+0.6% | Added |
| Axiom Investors LLC | 186,018 | $18.0M | 0.13% | −27,599−12.9% | Reduced |
| SEI Investments Co | 187,320 | $18.1M | 0.02% | −13,981−6.9% | Reduced |
| Legal & General Group Plc | 189,349 | $18.3M | 0.00% | +3,033+1.6% | Added |
| Fort Washington Investment Advisors Inc | 195,140 | $18.9M | 0.11% | +14,990+8.3% | Added |
| Emerald Mutual Fund Advisers Trust | 199,140 | $19.3M | 1.17% | −34,955−14.9% | Reduced |
| Voya Investment Management LLC | 199,843 | $19.3M | 0.02% | −83,720−29.5% | Reduced |
| Oberweis Asset Management Inc | 208,760 | $20.2M | 0.95% | +6,620+3.3% | Added |
| Comerica Bank | 211,500 | $20.5M | 0.08% | +8,987+4.4% | Added |
| Handelsbanken Fonder AB | 217,209 | $21.0M | 0.08% | +25,100+13.1% | Added |
| Fisher Asset Management, LLC | 224,181 | $21.7M | 0.01% | +2,491+1.1% | Added |
| Wellington Management Group LLP | 225,636 | $21.8M | 0.00% | +225,636 | New |
| Frontier Capital Management Co LLC | 231,044 | $22.3M | 0.21% | −2,007−0.9% | Reduced |
| Envestnet Asset Management Inc | 231,092 | $22.4M | 0.01% | −4,412−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 250,000 | $24.2M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 264,562 | $25.6M | 0.02% | −4,987−1.9% | Reduced |
| Two Sigma Investments, LP | 278,841 | $27.0M | 0.06% | −91,897−24.8% | Reduced |
| D. E. Shaw & Co., Inc. | 298,262 | $28.8M | 0.03% | −55,495−15.7% | Reduced |
| Emerald Advisers, LLC | 302,755 | $29.3M | 1.13% | −12,424−3.9% | Reduced |
| Principal Financial Group Inc | 312,020 | $30.2M | 0.02% | +11,756+3.9% | Added |
| Ameriprise Financial Inc | 315,324 | $30.5M | 0.01% | +11,335+3.7% | Added |
| Nomura Holdings Inc | 321,728 | $31.1M | 0.16% | +8,405+2.7% | Added |
| Two Sigma Advisers, LP | 340,700 | $33.0M | 0.08% | −104,800−23.5% | Reduced |
| Toroso Investments, LLC | 342,912 | $33.2M | 0.27% | +332,514+3,197.9% | Added |
| Wells Fargo & Company | 370,067 | $35.8M | 0.01% | +22,006+6.3% | Added |
| Polar Capital Holdings Plc | 382,697 | $37.0M | 0.21% | −30,068−7.3% | Reduced |
| Greenhouse Funds LLLP | 403,328 | $39.0M | 1.73% | 00.0% | Unchanged |
| Iron Triangle Partners LP | 407,022 | $39.4M | 4.59% | +154,022+60.9% | Added |
| Bank of New York Mellon Corp | 439,260 | $42.5M | 0.01% | −9,378−2.1% | Reduced |
| JPMorgan Chase & Co | 454,040 | $43.9M | 0.00% | −121,906−21.2% | Reduced |
| Raymond James Financial Inc | 505,843 | $48.9M | 0.02% | +505,843 | New |
| Standard Life Aberdeen plc | 546,146 | $52.8M | 0.10% | +181,228+49.7% | Added |
| UBS Group AG | 556,472 | $53.8M | 0.01% | +384,308+223.2% | Added |
| Rockefeller Capital Management L.P. | 563,899 | $54.5M | 0.14% | −77,806−12.1% | Reduced |
| Bank of America Corp | 590,598 | $57.1M | 0.01% | +36,535+6.6% | Added |
| Congress Asset Management Co | 600,686 | $58.1M | 0.39% | +10,710+1.8% | Added |
| Westwood Holdings Group Inc. | 613,635 | $59.4M | 0.46% | −28,959−4.5% | Reduced |
| Goldman Sachs Group Inc | 615,435 | $59.5M | 0.01% | +147,881+31.6% | Added |
| Aristotle Capital Boston, LLC | 658,785 | $63.7M | 2.36% | −87,878−11.8% | Reduced |
| Franklin Resources Inc | 665,495 | $64.4M | 0.02% | +106,100+19.0% | Added |
| Channing Capital Management, LLC | 681,794 | $65.9M | 1.76% | −14,815−2.1% | Reduced |
| William Blair Investment Management, LLC | 687,031 | $66.4M | 0.16% | −751,501−52.2% | Reduced |
| Norges Bank | 688,983 | $66.6M | 0.01% | −45,714−6.2% | Reduced |
| Citadel Advisors LLC | 698,586 | $67.6M | 0.06% | +656,174+1,547.1% | Added |
| Nuveen Asset Management, LLC | 742,735 | $71.8M | 0.02% | +25,816+3.6% | Added |
| Charles Schwab Investment Management Inc | 748,561 | $72.4M | 0.01% | +21,221+2.9% | Added |
| Northern Trust Corp | 750,936 | $72.6M | 0.01% | +85,483+12.8% | Added |
| Price T Rowe Associates Inc | 772,879 | $74.8M | 0.01% | −3,295−0.4% | Reduced |
| Royal Bank of Canada | 938,210 | $90.7M | 0.02% | +5,932+0.6% | Added |
| Loomis Sayles & Co L P | 1,065,265 | $103.0M | 0.13% | −31,891−2.9% | Reduced |
| Morgan Stanley | 1,079,716 | $104.4M | 0.01% | −80,169−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,183,257 | $114.4M | 0.03% | −52,069−4.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,272,300 | $123.1M | 1.65% | −183,178−12.6% | Reduced |
| Geode Capital Management, LLC | 1,357,215 | $131.3M | 0.01% | −500.0% | Reduced |
| Macquarie Group Ltd | 1,449,444 | $140.2M | 0.17% | −136,644−8.6% | Reduced |
| Invesco Ltd. | 1,535,468 | $148.5M | 0.03% | +118,142+8.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,633,246 | $158.0M | 0.60% | +36,489+2.3% | Added |
| FMR LLC | 2,076,439 | $200.8M | 0.01% | +499,193+31.6% | Added |
| Conestoga Capital Advisors, LLC | 2,289,903 | $221.5M | 2.94% | +7550.0% | Added |
| State Street Corp | 2,293,120 | $221.8M | 0.01% | +61,419+2.8% | Added |
| Vanguard Group Inc | 6,648,659 | $643.1M | 0.01% | +63,314+1.0% | Added |
| BlackRock, Inc. | 9,266,300 | $896.2M | 0.02% | +289,732+3.2% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −347,910−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −182,949−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −113,232−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −100,953−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −84,658−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −52,468−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −42,963−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −41,110−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,159−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,048−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −214,066−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −9,460−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −8,545−100.0% | Sold out |