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, Q1 2025
Institutional positions in Merit Medical Systems Inc as of Mar 31, 2025. 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
- 380
- +1 vs. Q4 2024
- Shares held
- 63.1M
- +2.99M (+5.0%) vs. Q4 2024
- Total value
- $6.67B
- +$855.4M (+14.7%) vs. Q4 2024
- New holders
- 50
- 144 more added
- Sold out
- 49
- 135 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,175,660 | $970.0M | 0.02% | −90,640−1.0% | Reduced |
| Vanguard Group Inc | 6,571,658 | $694.7M | 0.01% | −77,001−1.2% | Reduced |
| FMR LLC | 2,569,255 | $271.6M | 0.02% | +492,816+23.7% | Added |
| Conestoga Capital Advisors, LLC | 2,265,173 | $239.5M | 3.61% | −24,730−1.1% | Reduced |
| State Street Corp | 2,193,863 | $231.9M | 0.01% | −99,257−4.3% | Reduced |
| Invesco Ltd. | 1,787,289 | $188.9M | 0.04% | +251,821+16.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,766,711 | $186.8M | 0.73% | +133,465+8.2% | Added |
| Macquarie Group Ltd | 1,452,170 | $153.5M | 0.19% | +2,726+0.2% | Added |
| Geode Capital Management, LLC | 1,397,777 | $147.8M | 0.01% | +40,562+3.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,272,511 | $134.5M | 2.42% | +1,272,511 | New |
| Dimensional Fund Advisors LP | 1,150,386 | $121.6M | 0.03% | −32,871−2.8% | Reduced |
| Loomis Sayles & Co L P | 1,042,615 | $110.2M | 0.16% | −22,650−2.1% | Reduced |
| Morgan Stanley | 1,020,190 | $107.8M | 0.01% | −59,526−5.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 991,278 | $104.8M | 1.70% | −281,022−22.1% | Reduced |
| Citadel Advisors LLC | 951,047 | $100.5M | 0.10% | +252,461+36.1% | Added |
| Royal Bank of Canada | 907,674 | $95.9M | 0.02% | −30,536−3.3% | Reduced |
| JPMorgan Chase & Co | 892,461 | $94.3M | 0.01% | +438,421+96.6% | Added |
| Nuveen, LLC | 763,214 | $80.7M | 0.03% | +763,214 | New |
| UBS Group AG | 752,660 | $79.6M | 0.02% | +196,188+35.3% | Added |
| Price T Rowe Associates Inc | 752,030 | $79.5M | 0.01% | −20,849−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 737,655 | $78.0M | 0.01% | −10,906−1.5% | Reduced |
| Northern Trust Corp | 728,528 | $77.0M | 0.01% | −22,408−3.0% | Reduced |
| Bank of America Corp | 723,791 | $76.5M | 0.01% | +133,193+22.6% | Added |
| Goldman Sachs Group Inc | 719,313 | $76.0M | 0.01% | +103,878+16.9% | Added |
| Franklin Resources Inc | 702,792 | $74.3M | 0.02% | +37,297+5.6% | Added |
| Westwood Holdings Group Inc. | 687,501 | $72.7M | 0.55% | +73,866+12.0% | Added |
| Ameriprise Financial Inc | 660,394 | $69.8M | 0.02% | +345,070+109.4% | Added |
| Congress Asset Management Co | 628,126 | $66.4M | 0.50% | +27,440+4.6% | Added |
| Standard Life Aberdeen plc | 602,226 | $63.7M | 0.12% | +56,080+10.3% | Added |
| William Blair Investment Management, LLC | 601,644 | $63.6M | 0.18% | −85,387−12.4% | Reduced |
| Norges Bank | 579,756 | $61.3M | 0.01% | −109,227−15.9% | Reduced |
| Two Sigma Investments, LP | 546,570 | $57.8M | 0.13% | +267,729+96.0% | Added |
| Raymond James Financial Inc | 513,865 | $54.3M | 0.02% | +8,022+1.6% | Added |
| Rockefeller Capital Management L.P. | 502,486 | $53.1M | 0.13% | −61,413−10.9% | Reduced |
| Two Sigma Advisers, LP | 493,400 | $52.2M | 0.12% | +152,700+44.8% | Added |
| Aristotle Capital Boston, LLC | 455,867 | $48.2M | 2.41% | −202,918−30.8% | Reduced |
| Bank of New York Mellon Corp | 425,823 | $45.0M | 0.01% | −13,437−3.1% | Reduced |
| Greenhouse Funds LLLP | 407,787 | $43.1M | 2.10% | +4,459+1.1% | Added |
| Polar Capital Holdings Plc | 382,697 | $40.5M | 0.25% | 00.0% | Unchanged |
| Wells Fargo & Company | 335,937 | $35.5M | 0.01% | −34,130−9.2% | Reduced |
| Principal Financial Group Inc | 319,960 | $33.8M | 0.02% | +7,940+2.5% | Added |
| D. E. Shaw & Co., Inc. | 307,273 | $32.5M | 0.04% | +9,011+3.0% | Added |
| Nomura Holdings Inc | 303,175 | $32.0M | 0.17% | −18,553−5.8% | Reduced |
| UBS Asset Management Americas Inc | 286,943 | $30.3M | 0.01% | +121,599+73.5% | Added |
| Emerald Advisers, LLC | 280,677 | $29.7M | 1.34% | −22,078−7.3% | Reduced |
| Toroso Investments, LLC | 278,702 | $29.5M | 0.25% | −64,210−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 262,564 | $27.8M | 0.03% | −1,998−0.8% | Reduced |
| Wellington Management Group LLP | 260,084 | $27.5M | 0.01% | +34,448+15.3% | Added |
| Voya Investment Management LLC | 240,637 | $25.4M | 0.03% | +40,794+20.4% | Added |
| Envestnet Asset Management Inc | 231,907 | $24.5M | 0.01% | +815+0.4% | Added |
| Iron Triangle Partners LP | 229,738 | $24.3M | 3.83% | −177,284−43.6% | Reduced |
| Frontier Capital Management Co LLC | 229,055 | $24.2M | 0.26% | −1,989−0.9% | Reduced |
| Driehaus Capital Management LLC | 227,814 | $24.1M | 0.23% | +144,350+172.9% | Added |
| Handelsbanken Fonder AB | 227,209 | $24.0M | 0.10% | +10,000+4.6% | Added |
| Comerica Bank | 226,805 | $24.0M | 0.10% | +15,305+7.2% | Added |
| Fisher Asset Management, LLC | 222,297 | $23.5M | 0.01% | −1,884−0.8% | Reduced |
| Squarepoint Ops LLC | 215,089 | $22.7M | 0.06% | +138,354+180.3% | Added |
| Oberweis Asset Management Inc | 208,560 | $22.0M | 1.10% | −200−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 194,350 | $20.5M | 0.13% | −790−0.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 188,750 | $20.0M | 1.42% | −10,390−5.2% | Reduced |
| Legal & General Group Plc | 185,082 | $19.6M | 0.01% | −4,267−2.3% | Reduced |
| Public Sector Pension Investment Board | 184,852 | $19.5M | 0.08% | +39,653+27.3% | Added |
| SEI Investments Co | 174,415 | $18.4M | 0.02% | −12,905−6.9% | Reduced |
| Renaissance Technologies LLC | 166,612 | $17.6M | 0.03% | +57,900+53.3% | Added |
| Ranger Investment Management, L.P. | 164,284 | $17.4M | 1.24% | −2,431−1.5% | Reduced |
| Thrivent Financial for Lutherans | 163,551 | $17.3M | 0.04% | +118,504+263.1% | Added |
| Rhumbline Advisers | 156,554 | $16.5M | 0.02% | −778−0.5% | Reduced |
| Fred Alger Management, LLC | 154,707 | $16.4M | 0.09% | +28,793+22.9% | Added |
| California Public Employees Retirement System | 147,852 | $15.6M | 0.01% | +1,459+1.0% | Added |
| Axiom Investors LLC | 143,726 | $15.2M | 0.15% | −42,292−22.7% | Reduced |
| Amundi | 132,780 | $13.8M | 0.01% | +2,847+2.2% | Added |
| Barclays PLC | 129,869 | $13.7M | 0.01% | +16,866+14.9% | Added |
| Great Lakes Advisors, LLC | 126,622 | $13.4M | 0.12% | −3,772−2.9% | Reduced |
| RMB Capital Management, LLC | 120,952 | $12.8M | 0.32% | +60,221+99.2% | Added |
| HSBC Holdings PLC | 121,587 | $12.8M | 0.01% | +113,325+1,371.6% | Added |
| EULAV Asset Management | 117,000 | $12.4M | 0.31% | +2,000+1.7% | Added |
| Swiss National Bank | 112,900 | $11.9M | 0.01% | −1,600−1.4% | Reduced |
| Trillium Asset Management, LLC | 111,757 | $11.8M | 0.34% | −1,990−1.7% | Reduced |
| Victory Capital Management Inc | 108,301 | $11.4M | 0.01% | +30,130+38.5% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $10.6M | 0.02% | −150,000−60.0% | Reduced |
| Impax Asset Management Group plc | 100,000 | $10.6M | 0.06% | −20,000−16.7% | Reduced |
| Panagora Asset Management Inc | 98,918 | $10.5M | 0.05% | −844−0.8% | Reduced |
| Bryn Mawr Trust Co | 92,328 | $9.76M | 0.18% | −2,478−2.6% | Reduced |
| Congress Wealth Management LLC | 91,893 | $9.71M | 0.12% | +679+0.7% | Added |
| BNP Paribas Arbitrage, SA | 89,854 | $9.50M | 0.01% | −65,100−42.0% | Reduced |
| NFJ Investment Group, LLC | 89,668 | $9.48M | 0.32% | −14,051−13.5% | Reduced |
| Citigroup Inc | 88,301 | $9.33M | 0.01% | +5,684+6.9% | Added |
| American Capital Management Inc | 85,049 | $8.99M | 0.37% | +4,611+5.7% | Added |
| State of Wisconsin Investment Board | 82,701 | $8.74M | 0.02% | +682+0.8% | Added |
| Deutsche Bank AG | 79,266 | $8.38M | 0.00% | −5,961−7.0% | Reduced |
| Natixis Advisors, L.P. | 74,807 | $7.91M | 0.01% | +2,372+3.3% | Added |
| New York State Teachers Retirement System | 72,812 | $7.70M | 0.02% | −2,300−3.1% | Reduced |
| F/M Investments LLC | 72,008 | $7.61M | 0.30% | +1,051+1.5% | Added |
| Alliancebernstein L.P. | 70,580 | $7.46M | 0.00% | −2,359−3.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 70,069 | $7.41M | 0.55% | +70,069 | New |
| Susquehanna International Group, LLP | 67,962 | $7.18M | 0.01% | +33,011+94.4% | Added |
| Allspring Global Investments Holdings, LLC | 66,870 | $7.05M | 0.01% | +4,450+7.1% | Added |
| King Luther Capital Management Corp | 66,682 | $7.05M | 0.03% | +5,668+9.3% | Added |
| Walleye Capital LLC | 65,979 | $6.97M | 0.08% | +60,818+1,178.4% | Added |
| Public Employees Retirement System of Ohio | 62,090 | $6.56M | 0.02% | −19,672−24.1% | Reduced |