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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 6,560 | $634.5K | 0.14% | +6,560 | New |
| Public Employees Retirement Association of Colorado | 6,388 | $618.0K | 0.00% | −70−1.1% | Reduced |
| Winnow Wealth LLC | 6,515 | $613.7K | 0.61% | +6,515 | New |
| Hancock Whitney Corp | 6,254 | $604.9K | 0.02% | −1,868−23.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,987 | $579.1K | 0.02% | +190+3.3% | Added |
| Benjamin Edwards Inc | 5,896 | $570.2K | 0.01% | +446+8.2% | Added |
| Los Angeles Capital Management LLC | 5,866 | $567.4K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,809 | $561.8K | 0.00% | +231+4.1% | Added |
| Mariner, LLC | 5,787 | $559.7K | 0.00% | −3,272−36.1% | Reduced |
| Gsa Capital Partners LLP | 5,724 | $554.0K | 0.04% | +5,724 | New |
| Silver Oak Securities, Inc | 5,686 | $548.7K | 0.05% | +1,544+37.3% | Added |
| Smith Group Asset Management, LLC | 5,625 | $544.0K | 0.04% | +57+1.0% | Added |
| HRT Financial LP | 5,421 | $524.0K | 0.00% | +1,084+25.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,391 | $521.4K | 0.00% | +1,215+29.1% | Added |
| CIBC World Markets Corp | 5,355 | $517.9K | 0.00% | +5,355 | New |
| Groupama Asset Managment | – | $510.1K | 0.01% | – | New |
| Walleye Capital LLC | 5,161 | $499.2K | 0.00% | +5,161 | New |
| Arrowstreet Capital, Limited Partnership | 5,001 | $483.7K | 0.00% | +5,001 | New |
| Caption Management, LLC | 5,000 | $483.6K | 0.02% | +5,000 | New |
| SageView Advisory Group, LLC | 4,912 | $475.1K | 0.02% | +86+1.8% | Added |
| Gibbs Wealth Management | 4,893 | $473.3K | 0.13% | +792+19.3% | Added |
| Park Avenue Securities LLC | 4,812 | $465.0K | 0.00% | +821+20.6% | Added |
| Vise Technologies, Inc. | 4,806 | $464.8K | 0.04% | −451−8.6% | Reduced |
| Petrus Trust Company, LTA | 4,705 | $455.1K | 0.04% | −1,544−24.7% | Reduced |
| Crestline Management, LP | 4,691 | $453.7K | 0.02% | +4,691 | New |
| Lazard Asset Management LLC | 4,682 | $452.0K | 0.00% | +3,600+332.7% | Added |
| Walleye Trading LLC | 4,598 | $444.7K | 0.01% | +4,598 | New |
| Evergreen Capital Management LLC | 4,508 | $436.0K | 0.01% | +150+3.4% | Added |
| Xponance, Inc. | 4,475 | $432.8K | 0.00% | +719+19.1% | Added |
| Crossmark Global Holdings, Inc. | 4,461 | $431.0K | 0.01% | −207−4.4% | Reduced |
| ISAM Funds (UK) Ltd | 4,379 | $423.5K | 0.32% | +4,379 | New |
| CWC Advisors, LLC. | 4,338 | $419.6K | 0.42% | −85−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,335 | $419.3K | 0.00% | +79+1.9% | Added |
| New Age Alpha Advisors, LLC | 4,281 | $414.1K | 0.02% | +4,281 | New |
| Numerai GP LLC | 4,236 | $409.7K | 0.11% | −278−6.2% | Reduced |
| Guardian Asset Advisors, LLC | 4,114 | $397.9K | 0.26% | −406−9.0% | Reduced |
| EntryPoint Capital, LLC | 4,099 | $396.5K | 0.17% | +4,099 | New |
| Engineers Gate Manager LP | 4,042 | $390.9K | 0.01% | −5,445−57.4% | Reduced |
| Significant Wealth Partners LLC | 4,022 | $389.0K | 0.20% | +4,022 | New |
| Schonfeld Strategic Advisors LLC | 3,900 | $377.2K | 0.00% | −39−1.0% | Reduced |
| XTX Topco Ltd | 3,800 | $367.5K | 0.03% | −909−19.3% | Reduced |
| US Bancorp | 3,791 | $366.7K | 0.00% | −83−2.1% | Reduced |
| Ethic Inc. | 3,738 | $361.5K | 0.01% | +3,738 | New |
| Peapack Gladstone Financial Corp | 3,737 | $361.0K | 0.01% | +521+16.2% | Added |
| Mackenzie Financial Corp | 3,676 | $355.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,617 | $349.8K | 0.00% | +906+33.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,337 | $322.8K | 0.00% | +45+1.4% | Added |
| JustInvest LLC | 3,334 | $322.5K | 0.00% | −222−6.2% | Reduced |
| RSM US Wealth Management LLC | 3,317 | $320.1K | 0.00% | −1,589−32.4% | Reduced |
| Mercer Global Advisors Inc | 3,295 | $318.7K | 0.00% | −207−5.9% | Reduced |
| Portside Wealth Group, LLC | 3,285 | $317.7K | 0.05% | +3,285 | New |
| Dakota Wealth Management | 3,253 | $314.7K | 0.01% | −1,233−27.5% | Reduced |
| Lindenwold Advisors | 3,146 | $304.3K | 0.16% | +10+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,134 | $303.1K | 0.02% | +4+0.1% | Added |
| Profund Advisors LLC | 3,059 | $295.9K | 0.01% | +47+1.6% | Added |
| Farallon Capital Management, L.L.C. | 3,000 | $290.2K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,927 | $283.1K | 0.00% | +2,927 | New |
| Old National Bancorp | 2,917 | $282.1K | 0.01% | +46+1.6% | Added |
| MeadowBrook Investment Advisors LLC | 2,895 | $280.0K | 0.25% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,861 | $276.7K | 0.00% | −96−3.2% | Reduced |
| Cerity Partners LLC | 2,694 | $266.2K | 0.00% | −990−26.9% | Reduced |
| Aigen Investment Management, LP | 2,732 | $264.2K | 0.05% | +2,732 | New |
| Quadrant Capital Group LLC | 2,573 | $248.9K | 0.02% | −100−3.7% | Reduced |
| Whalen Wealth Management Inc. | 2,555 | $247.1K | 0.17% | +2,555 | New |
| Sequoia Financial Advisors, LLC | 2,515 | $243.3K | 0.00% | +29+1.2% | Added |
| Marco Investment Management LLC | 2,500 | $241.8K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,482 | $240.1K | 0.00% | +56+2.3% | Added |
| Cresset Asset Management, LLC | 2,468 | $238.7K | 0.00% | −1,341−35.2% | Reduced |
| Avantax Advisory Services, Inc. | 2,347 | $227.0K | 0.00% | +103+4.6% | Added |
| Principal Securities, Inc. | 2,342 | $226.5K | 0.01% | +513+28.0% | Added |
| Sanctuary Advisors, LLC | 2,038 | $224.8K | 0.00% | +74+3.8% | Added |
| Wedbush Securities Inc | 2,311 | $224.0K | 0.01% | +2,311 | New |
| Shelton Capital Management | 2,273 | $219.8K | 0.01% | −150−6.2% | Reduced |
| KBC Group NV | 2,265 | $219.0K | 0.00% | +679+42.8% | Added |
| Sage Rhino Capital LLC | 2,260 | $218.6K | 0.05% | +26+1.2% | Added |
| Norden Group LLC | 2,249 | $217.5K | 0.02% | +2,249 | New |
| Prudent Man Advisors, LLC | 2,222 | $214.9K | 0.08% | −245−9.9% | Reduced |
| Raiffeisen Bank International AG | 2,205 | $212.8K | 0.00% | +2,205 | New |
| Trajan Wealth LLC | 2,186 | $211.4K | 0.01% | −91−4.0% | Reduced |
| WSFS Capital Management, LLC | 2,100 | $203.1K | 0.01% | +2,100 | New |
| Virtu Financial LLC | 2,096 | $203.0K | 0.01% | +2,096 | New |
| Longboard Asset Management, LP | 2,075 | $200.7K | 0.53% | +2,075 | New |
| Ballentine Partners, LLC | 2,071 | $200.3K | 0.00% | +2,071 | New |
| Kapitalo Investimentos Ltda | 2,061 | $199.3K | 0.13% | +2,061 | New |
| Central Pacific Bank - Trust Division | 1,780 | $172.2K | 0.02% | +100+6.0% | Added |
| TD Private Client Wealth LLC | 1,732 | $167.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,695 | $163.9K | 0.00% | +48+2.9% | Added |
| GAMMA Investing LLC | 1,494 | $144.5K | 0.01% | +191+14.7% | Added |
| Hilltop National Bank | 1,427 | $138.0K | 0.04% | −165−10.4% | Reduced |
| Smartleaf Asset Management LLC | 1,388 | $133.9K | 0.01% | +977+237.7% | Added |
| Fifth Third Bancorp | 1,373 | $132.8K | 0.00% | −106−7.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,319 | $127.6K | 0.00% | −121−8.4% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $125.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,262 | $122.0K | 0.01% | +44+3.6% | Added |
| Globeflex Capital L P | 1,257 | $121.6K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,054 | $101.9K | 0.32% | +36+3.5% | Added |
| Proequities, Inc. | 964 | $101.0K | 0.01% | +44+4.8% | Added |
| Anfield Capital Management, LLC | 1,000 | $96.7K | 0.04% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 844 | $81.6K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 793 | $76.7K | 0.00% | +793 | New |