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 |
|---|---|---|---|---|---|
| Huntington National Bank | 787 | $76.1K | 0.00% | −11−1.4% | Reduced |
| Farther Finance Advisors, LLC | 783 | $75.7K | 0.00% | −273−25.9% | Reduced |
| First Horizon Advisors, Inc. | 772 | $74.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 760 | $74.0K | 0.00% | +71+10.3% | Added |
| National Bank of Canada | 732 | $70.8K | 0.00% | −95−11.5% | Reduced |
| GeoWealth Management, LLC | 692 | $66.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 655 | $63.4K | 0.00% | +381+139.1% | Added |
| DekaBank Deutsche Girozentrale | 592 | $57.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 553 | $53.5K | 0.01% | −39−6.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 537 | $51.9K | 0.01% | +537 | New |
| Simplex Trading, LLC | 510 | $49.0K | 0.00% | +510 | New |
| Premier Fund Managers Ltd | 461 | $44.0K | 0.00% | −8,980−95.1% | Reduced |
| Parallel Advisors, LLC | 432 | $41.8K | 0.00% | +29+7.2% | Added |
| Valued Wealth Advisors LLC | 386 | $37.3K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 334 | $32.3K | 0.00% | +334 | New |
| Caitong International Asset Management Co., Ltd | 320 | $30.9K | 0.03% | +320 | New |
| Whittier Trust Co of Nevada Inc | 271 | $26.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 233 | $22.5K | 0.00% | +102+77.9% | Added |
| Bessemer Group Inc | 219 | $21.0K | 0.00% | +69+46.0% | Added |
| Natixis | 216 | $20.9K | 0.00% | −209−49.2% | Reduced |
| Lindbrook Capital, LLC | 209 | $20.2K | 0.00% | −3−1.4% | Reduced |
| Picton Mahoney Asset Management | 197 | $20.0K | 0.00% | +62+45.9% | Added |
| GHP Investment Advisors, Inc. | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 197 | $19.1K | 0.00% | −31−13.6% | Reduced |
| TCTC Holdings, LLC | 185 | $17.9K | 0.00% | +185 | New |
| Eagle Bay Advisors LLC | 173 | $16.7K | 0.01% | −3−1.7% | Reduced |
| Key Financial Inc | 172 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 168 | $16.2K | 0.00% | −81−32.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 167 | $16.2K | 0.00% | +15+9.9% | Added |
| Signaturefd, LLC | 156 | $15.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $14.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 151 | $14.6K | 0.00% | +151 | New |
| R Squared Ltd | 150 | $14.5K | 0.01% | +150 | New |
| WPG Advisers, LLC | 141 | $13.6K | 0.01% | +141 | New |
| Quarry LP | 135 | $13.1K | 0.00% | +135 | New |
| Umb Bank N A | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $12.0K | 0.01% | −3−2.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 121 | $11.7K | 0.00% | −292−70.7% | Reduced |
| Clearstead Advisors, LLC | 119 | $11.5K | 0.00% | +27+29.3% | Added |
| Parkside Financial Bank & Trust | 112 | $10.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $9.67K | 0.00% | −600−85.7% | Reduced |
| Hollencrest Capital Management | 100 | $9.67K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 94 | $9.09K | 0.00% | +3+3.3% | Added |
| SRS Capital Advisors, Inc. | 92 | $8.90K | 0.00% | −10−9.8% | Reduced |
| Talon Private Wealth, LLC | 91 | $8.80K | 0.00% | −2−2.2% | Reduced |
| Rothschild Investment LLC | 80 | $7.74K | 0.00% | +25+45.5% | Added |
| LGT Financial Advisors LLC | 66 | $6.38K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $6.19K | 0.00% | +8+14.3% | Added |
| Assetmark, Inc | 60 | $5.80K | 0.00% | +60 | New |
| Cape Investment Advisory, Inc. | 59 | $5.71K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 58 | $5.61K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 54 | $5.22K | 0.00% | +54 | New |
| LRI Investments, LLC | 51 | $4.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $4.74K | 0.00% | +49 | New |
| Central Trust Co | 47 | $4.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $4.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $4.06K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.87K | 0.00% | +40 | New |
| Cetera Trust Company, N.A | 38 | $3.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $3.29K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 33 | $3.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 35 | $3.00K | 0.00% | +12+52.2% | Added |
| Versant Capital Management, Inc | 27 | $2.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.94K | 0.00% | +1+5.3% | Added |
| Creative Financial Designs Inc | 19 | $1.84K | 0.00% | +19 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $1.26K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $962 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 9 | $870 | 0.00% | +9 | New |
| Larson Financial Group LLC | 8 | $774 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $678 | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $678 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $484 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2 | $194 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $193 | 0.00% | +2 | New |
| Quest Partners LLC | 1 | $97 | 0.00% | −11,842−100.0% | Reduced |
| TFC Financial Management | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| 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 |