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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $106 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $106 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $106 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $211 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $211 | 0.00% | +2 | New |
| Abound Wealth Management | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $529 | 0.00% | −55−91.7% | Reduced |
| Bell Investment Advisors, Inc | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $634 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 7 | $740 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $846 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $951 | 0.00% | −10−52.6% | Reduced |
| Whipplewood Advisors, LLC | 68 | $951 | 0.00% | +59+655.6% | Added |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Bokf, NA | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Natixis | 14 | $1.46K | 0.00% | −202−93.5% | Reduced |
| Stephens Consulting, LLC | 15 | $1.59K | 0.00% | +15 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $1.69K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 17 | $1.80K | 0.00% | −17−50.0% | Reduced |
| Mather Group, LLC. | 20 | $2.11K | 0.00% | −20−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $2.43K | 0.00% | +23 | New |
| Bare Financial Services, Inc | 24 | $2.54K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $4.00K | 0.00% | +12+34.3% | Added |
| Cetera Trust Company, N.A | 38 | $4.02K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $4.12K | 0.00% | −15−27.8% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $4.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.86K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.97K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $5.29K | 0.00% | +1+2.0% | Added |
| Private Trust Co NA | 50 | $5.29K | 0.00% | +14+38.9% | Added |
| LRI Investments, LLC | 51 | $5.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $5.40K | 0.00% | +17+42.5% | Added |
| Harbor Capital Advisors, Inc. | 57 | $6.00K | 0.00% | +57 | New |
| Steward Partners Investment Advisory, LLC | 57 | $6.03K | 0.00% | −94−62.3% | Reduced |
| Cape Investment Advisory, Inc. | 59 | $6.24K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $6.24K | 0.00% | +1+1.7% | Added |
| Simplex Trading, LLC | 78 | $8.00K | 0.00% | −432−84.7% | Reduced |
| Geneos Wealth Management Inc. | 89 | $9.41K | 0.00% | +25+39.1% | Added |
| Rise Advisors, LLC | 89 | $9.41K | 0.00% | +89 | New |
| Jones Financial Companies LLLP | 101 | $10.5K | 0.00% | +101 | New |
| Danske Bank A/S | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $10.6K | 0.00% | +20+25.0% | Added |
| Spire Wealth Management | 101 | $10.7K | 0.00% | +101 | New |
| Clearstead Advisors, LLC | 102 | $10.8K | 0.00% | −17−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 109 | $11.5K | 0.00% | +15+16.0% | Added |
| Covestor Ltd | 119 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 139 | $14.7K | 0.00% | −29−17.3% | Reduced |
| CIBC Private Wealth Group, LLC | 175 | $15.5K | 0.00% | +25+16.7% | Added |
| Skopos Labs, Inc. | 153 | $16.2K | 0.00% | +151+7,550.0% | Added |
| Signaturefd, LLC | 156 | $16.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 156 | $16.5K | 0.02% | +15+10.6% | Added |
| Key Financial Inc | 172 | $18.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 209 | $22.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 213 | $22.5K | 0.00% | +79+59.0% | Added |
| Parkside Financial Bank & Trust | 221 | $23.4K | 0.00% | +109+97.3% | Added |
| Picton Mahoney Asset Management | 239 | $25.0K | 0.00% | +42+21.3% | Added |
| Massmutual Trust Co FSB | 241 | $25.5K | 0.00% | +8+3.4% | Added |
| Bessemer Group Inc | 253 | $27.0K | 0.00% | +34+15.5% | Added |
| Whittier Trust Co of Nevada Inc | 267 | $28.2K | 0.00% | −4−1.5% | Reduced |
| Opal Wealth Advisors, LLC | 296 | $31.3K | 0.01% | +296 | New |
| IFP Advisors, Inc | 307 | $32.5K | 0.00% | +287+1,435.0% | Added |
| Federated Hermes, Inc. | 310 | $32.8K | 0.00% | −345−52.7% | Reduced |
| Harvest Fund Management Co., Ltd | 308 | $33.0K | 0.00% | −954−75.6% | Reduced |
| NewSquare Capital LLC | 334 | $35.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 367 | $38.8K | 0.00% | +200+119.8% | Added |
| Bayforest Capital Ltd | 385 | $40.7K | 0.02% | +385 | New |
| Valued Wealth Advisors LLC | 386 | $40.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 426 | $45.0K | 0.00% | −6−1.4% | Reduced |
| Versant Capital Management, Inc | 437 | $46.2K | 0.01% | +410+1,518.5% | Added |
| Farther Finance Advisors, LLC | 440 | $46.4K | 0.00% | −343−43.8% | Reduced |
| Wolverine Asset Management LLC | 565 | $59.7K | 0.00% | +565 | New |
| DekaBank Deutsche Girozentrale | 592 | $60.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $66.1K | 0.00% | +625 | New |
| Lazard Asset Management LLC | 705 | $74.0K | 0.00% | −3,977−84.9% | Reduced |
| National Bank of Canada | 736 | $77.8K | 0.00% | +4+0.5% | Added |
| First Horizon Advisors, Inc. | 751 | $79.4K | 0.00% | −21−2.7% | Reduced |
| Palouse Capital Management, Inc. | 844 | $89.2K | 0.06% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,000 | $105.7K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 1,066 | $112.7K | 0.01% | +1,065+106,500.0% | Added |
| Huntington National Bank | 1,231 | $130.1K | 0.00% | +444+56.4% | Added |
| Globeflex Capital L P | 1,257 | $132.9K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $137.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,330 | $138.2K | 0.01% | −58−4.2% | Reduced |
| Fifth Third Bancorp | 1,456 | $153.9K | 0.00% | +83+6.0% | Added |
| Ronald Blue Trust, Inc. | 1,529 | $161.6K | 0.00% | +210+15.9% | Added |
| Coldstream Capital Management Inc | 1,624 | $171.7K | 0.00% | +1,624 | New |
| CWM, LLC | 1,782 | $188.0K | 0.00% | +1,022+134.5% | Added |
| Central Pacific Bank - Trust Division | 1,780 | $188.2K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 1,900 | $200.8K | 0.05% | +1,900 | New |
| Hardy Reed LLC | 1,940 | $205.1K | 0.02% | +1,940 | New |