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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 67,116 | $6.49M | 0.28% | +58,218+654.3% | Added |
| Millennium Management LLC | 66,281 | $6.41M | 0.01% | −69,748−51.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 62,420 | $6.00M | 0.01% | −5,351−7.9% | Reduced |
| King Luther Capital Management Corp | 61,014 | $5.90M | 0.03% | +5,751+10.4% | Added |
| RMB Capital Management, LLC | 60,731 | $5.87M | 0.14% | +60,731 | New |
| Verition Fund Management LLC | 59,922 | $5.80M | 0.03% | +44,777+295.7% | Added |
| First Trust Advisors LP | 59,466 | $5.75M | 0.01% | +7,781+15.1% | Added |
| LPL Financial LLC | 54,592 | $5.55M | 0.00% | +10,526+23.9% | Added |
| Great West Life Assurance Co | 55,871 | $5.40M | 0.01% | −1,071−1.9% | Reduced |
| HighTower Advisors, LLC | 55,844 | $5.40M | 0.01% | +401+0.7% | Added |
| California State Teachers Retirement System | 54,356 | $5.26M | 0.01% | −545−1.0% | Reduced |
| Jefferies Financial Group Inc. | 50,422 | $4.88M | 0.05% | −28,382−36.0% | Reduced |
| Thrivent Financial for Lutherans | 45,047 | $4.36M | 0.01% | −664−1.5% | Reduced |
| Zions Bancorporation, N.A. | 44,428 | $4.30M | 0.27% | +7,358+19.8% | Added |
| Martin & Co Inc | 42,891 | $4.15M | 1.03% | −1,476−3.3% | Reduced |
| Renaissance Group LLC | 41,987 | $4.06M | 0.17% | +4,172+11.0% | Added |
| Teacher Retirement System of Texas | 39,400 | $3.81M | 0.01% | +20,506+108.5% | Added |
| Pathstone Holdings, LLC | 36,428 | $3.52M | 0.02% | +1,478+4.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,531 | $3.44M | 0.01% | +1,218+3.5% | Added |
| Susquehanna International Group, LLP | 34,951 | $3.38M | 0.01% | +31,395+882.9% | Added |
| Jane Street Group, LLC | 34,837 | $3.37M | 0.01% | −36,236−51.0% | Reduced |
| MetLife Investment Management | 34,585 | $3.35M | 0.02% | +1,557+4.7% | Added |
| TownSquare Capital, LLC | 33,907 | $3.28M | 0.04% | +5,326+18.6% | Added |
| State of Alaska, Department of Revenue | 33,128 | $3.20M | 0.04% | −90−0.3% | Reduced |
| Ami Asset Management Corp | 33,041 | $3.20M | 0.17% | +7,367+28.7% | Added |
| Formula Growth Ltd | 32,458 | $3.14M | 1.06% | −400−1.2% | Reduced |
| Jump Financial, LLC | 32,429 | $3.14M | 0.07% | +25,833+391.6% | Added |
| Teachers Retirement System of the State of Kentucky | 32,089 | $3.10M | 0.03% | +13,672+74.2% | Added |
| Intech Investment Management LLC | 31,587 | $3.06M | 0.03% | +17,563+125.2% | Added |
| Stifel Financial Corp | 30,702 | $2.97M | 0.00% | +2,652+9.5% | Added |
| Corebridge Financial, Inc. | 30,507 | $2.95M | 0.02% | −2,380−7.2% | Reduced |
| Martingale Asset Management L P | 30,473 | $2.95M | 0.07% | −140−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 30,342 | $2.93M | 0.04% | +400+1.3% | Added |
| Creative Planning | 28,717 | $2.78M | 0.00% | +9,664+50.7% | Added |
| Glenmede Trust Co NA | 28,420 | $2.75M | 0.01% | −217−0.8% | Reduced |
| Louisiana State Employees Retirement System | 28,200 | $2.73M | 0.05% | +100+0.4% | Added |
| Janus Henderson Group PLC | 26,731 | $2.59M | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 26,224 | $2.54M | 0.17% | +64+0.2% | Added |
| Russell Investments Group, Ltd. | 26,183 | $2.53M | 0.00% | +10,135+63.2% | Added |
| Campbell & CO Investment Adviser LLC | 24,821 | $2.40M | 0.19% | +12,709+104.9% | Added |
| Bailard, Inc. | 24,350 | $2.36M | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 23,658 | $2.29M | 0.00% | +6,789+40.2% | Added |
| Bank of Montreal | 23,458 | $2.27M | 0.00% | +15,530+195.9% | Added |
| Yousif Capital Management, LLC | 22,514 | $2.18M | 0.02% | −401−1.7% | Reduced |
| MML Investors Services, LLC | 21,021 | $2.03M | 0.01% | +3,331+18.8% | Added |
| State of Tennessee, Treasury Department | 20,788 | $2.01M | 0.01% | −4,912−19.1% | Reduced |
| State of New Jersey Common Pension Fund D | 20,761 | $2.01M | 0.01% | −552−2.6% | Reduced |
| M&T Bank Corp | 20,736 | $2.01M | 0.01% | −10,558−33.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,309 | $1.96M | 0.00% | −60−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,846 | $1.92M | 0.01% | +3,819+23.8% | Added |
| Maryland State Retirement & Pension System | 19,626 | $1.90M | 0.04% | −31−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 18,314 | $1.77M | 0.04% | +751+4.3% | Added |
| Riverwater Partners LLC | 18,068 | $1.75M | 0.85% | +20+0.1% | Added |
| ProShare Advisors LLC | 17,267 | $1.67M | 0.00% | +5,308+44.4% | Added |
| Amalgamated Bank | 17,084 | $1.65M | 0.01% | +12+0.1% | Added |
| Arizona State Retirement System | 16,869 | $1.63M | 0.01% | +137+0.8% | Added |
| The PNC Financial Services Group, Inc. | 16,336 | $1.58M | 0.00% | +2,912+21.7% | Added |
| Level Four Advisory Services, LLC | 16,201 | $1.57M | 0.06% | +2,458+17.9% | Added |
| State Board of Administration of Florida Retirement System | 16,089 | $1.56M | 0.00% | −90−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 15,972 | $1.54M | 0.47% | −499−3.0% | Reduced |
| Inceptionr LLC | 15,660 | $1.51M | 0.34% | +15,660 | New |
| Change Path, LLC | 15,433 | $1.49M | 0.05% | +10,113+190.1% | Added |
| AQR Capital Management LLC | 15,247 | $1.47M | 0.00% | +1,999+15.1% | Added |
| Van Hulzen Asset Management, LLC | 14,800 | $1.43M | 0.10% | +14,800 | New |
| Thrive Capital Management, LLC | 14,197 | $1.37M | 0.63% | +7,875+124.6% | Added |
| Oregon Public Employees Retirement Fund | 13,662 | $1.32M | 0.02% | −57−0.4% | Reduced |
| Integrated Quantitative Investments LLC | 13,616 | $1.32M | 0.65% | +13,616 | New |
| Diversified Trust Co | 12,584 | $1.22M | 0.03% | +1,008+8.7% | Added |
| Blair William & Co | 12,517 | $1.21M | 0.00% | −4,318−25.6% | Reduced |
| Truist Financial Corp | 12,454 | $1.20M | 0.00% | +1,744+16.3% | Added |
| Advisor Group Holdings, Inc. | 12,451 | $1.20M | 0.00% | −5,268−29.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,442 | $1.20M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,188 | $1.18M | 0.01% | +12,188 | New |
| KLP Kapitalforvaltning AS | 12,100 | $1.17M | 0.01% | +12,100 | New |
| South Dakota Investment Council | 11,806 | $1.14M | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 11,192 | $1.08M | 0.85% | +3,513+45.7% | Added |
| Atria Investments LLC | 10,860 | $1.05M | 0.01% | +399+3.8% | Added |
| STRS Ohio | 10,600 | $1.03M | 0.00% | +5,000+89.3% | Added |
| Cetera Investment Advisers | 10,093 | $976.2K | 0.00% | +804+8.7% | Added |
| Nebula Research & Development LLC | 9,319 | $901.3K | 0.11% | +4,979+114.7% | Added |
| Susquehanna Fundamental Investments, LLC | 9,190 | $888.9K | 0.01% | +9,190 | New |
| Henshaw Capital LLC | 9,147 | $884.7K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,070 | $877.3K | 0.16% | +9,070 | New |
| Peak Retirement Planning, Inc. | 9,051 | $875.1K | 0.59% | +9,051 | New |
| Williamson Legacy Group, LLC | 8,875 | $858.4K | 0.57% | −31−0.3% | Reduced |
| Mutual of America Capital Management LLC | 8,828 | $853.8K | 0.01% | +73+0.8% | Added |
| Vestcor Inc | 8,783 | $849.0K | 0.03% | +60+0.7% | Added |
| Pictet Asset Management Holding SA | 8,675 | $839.0K | 0.00% | +1,049+13.8% | Added |
| Redhawk Wealth Advisors, Inc. | 8,276 | $800.5K | 0.11% | +8,276 | New |
| HSBC Holdings PLC | 8,262 | $799.8K | 0.00% | −10,208−55.3% | Reduced |
| QRG Capital Management, Inc. | 8,115 | $784.9K | 0.01% | −457−5.3% | Reduced |
| Magnetar Financial LLC | 8,062 | $779.8K | 0.02% | +8,062 | New |
| Quantbot Technologies LP | 7,765 | $751.0K | 0.03% | −17,206−68.9% | Reduced |
| Soltis Investment Advisors LLC | 7,481 | $723.5K | 0.07% | +62+0.8% | Added |
| Everence Capital Management Inc | 7,340 | $710.0K | 0.05% | −2,800−27.6% | Reduced |
| Captrust Financial Advisors | 7,301 | $706.2K | 0.00% | −139−1.9% | Reduced |
| Van Eck Associates Corp | 7,198 | $696.0K | 0.00% | −328−4.4% | Reduced |
| Shell Asset Management Co | 6,987 | $676.0K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 6,676 | $645.7K | 0.01% | −1,345−16.8% | Reduced |
| Bridgewater Associates, LP | 6,635 | $641.7K | 0.00% | −2,952−30.8% | Reduced |