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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,959 | $207.1K | 0.02% | +465+31.1% | Added |
| Keebeck Wealth Management, LLC | 1,968 | $208.0K | 0.03% | +1,968 | New |
| Fifth Third Wealth Advisors LLC | 2,011 | $212.6K | 0.01% | +2,011 | New |
| ZWJ Investment Counsel Inc | 2,015 | $213.0K | 0.01% | +2,015 | New |
| Walleye Trading LLC | 2,016 | $213.1K | 0.01% | −2,582−56.2% | Reduced |
| Raiffeisen Bank International AG | 2,063 | $214.4K | 0.00% | −142−6.4% | Reduced |
| Angeles Wealth Management, LLC | 2,066 | $218.4K | 0.02% | +2,066 | New |
| Longboard Asset Management, LP | 2,075 | $219.3K | 0.64% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,076 | $219.5K | 0.01% | −24−1.1% | Reduced |
| Pacer Advisors, Inc. | 2,082 | $220.1K | 0.00% | −400−16.1% | Reduced |
| Sanctuary Advisors, LLC | 2,091 | $221.0K | 0.00% | +53+2.6% | Added |
| Wedbush Securities Inc | 2,100 | $222.0K | 0.01% | −211−9.1% | Reduced |
| TD Private Client Wealth LLC | 2,119 | $224.0K | 0.01% | +387+22.3% | Added |
| Principal Securities, Inc. | 2,342 | $226.5K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 2,201 | $232.7K | 0.01% | −72−3.2% | Reduced |
| Prudent Man Advisors, LLC | 2,222 | $234.9K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,238 | $236.6K | 0.00% | −230−9.3% | Reduced |
| Seeds Investor LLC | 2,306 | $243.8K | 0.07% | +2,306 | New |
| CAPROCK Group, Inc. | 2,334 | $246.7K | 0.01% | +2,334 | New |
| Inceptionr LLC | 2,352 | $248.6K | 0.07% | −13,308−85.0% | Reduced |
| Norden Group LLC | 2,353 | $248.7K | 0.03% | +104+4.6% | Added |
| Avantax Advisory Services, Inc. | 2,422 | $256.0K | 0.00% | +75+3.2% | Added |
| Bridgewater Associates, LP | 2,440 | $257.9K | 0.00% | −4,195−63.2% | Reduced |
| Sequoia Financial Advisors, LLC | 2,492 | $263.4K | 0.00% | −23−0.9% | Reduced |
| Marco Investment Management LLC | 2,500 | $264.3K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,504 | $264.7K | 0.16% | +2,504 | New |
| Wealth Enhancement Advisory Services, LLC | 2,512 | $265.6K | 0.00% | −825−24.7% | Reduced |
| Lindenwold Advisors | 2,681 | $283.4K | 0.16% | −465−14.8% | Reduced |
| KBC Group NV | 2,691 | $284.0K | 0.00% | +426+18.8% | Added |
| Profund Advisors LLC | 2,721 | $287.6K | 0.01% | −338−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,758 | $291.5K | 0.01% | +1,063+62.7% | Added |
| Cerity Partners LLC | 2,768 | $292.6K | 0.00% | +74+2.7% | Added |
| SG Americas Securities, LLC | 2,781 | $294.0K | 0.00% | +2,781 | New |
| Dakota Wealth Management | 2,800 | $296.0K | 0.01% | −453−13.9% | Reduced |
| EntryPoint Capital, LLC | 2,806 | $296.6K | 0.14% | −1,293−31.5% | Reduced |
| CI Private Wealth, LLC | 2,843 | $300.5K | 0.00% | −18−0.6% | Reduced |
| Yorktown Management & Research Co Inc | 2,950 | $311.8K | 0.34% | +2,950 | New |
| Numerai GP LLC | 2,965 | $313.4K | 0.06% | −1,271−30.0% | Reduced |
| New Age Alpha Advisors, LLC | 2,980 | $315.0K | 0.01% | −1,301−30.4% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $317.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,022 | $319.5K | 0.00% | −273−8.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,065 | $324.0K | 0.30% | +170+5.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,074 | $325.0K | 0.00% | −2,317−43.0% | Reduced |
| RSM US Wealth Management LLC | 3,273 | $346.0K | 0.01% | −44−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 3,316 | $351.0K | 0.01% | −421−11.3% | Reduced |
| JustInvest LLC | 3,419 | $361.4K | 0.01% | +85+2.5% | Added |
| Guardian Asset Advisors, LLC | 3,442 | $363.9K | 0.24% | −672−16.3% | Reduced |
| Portside Wealth Group, LLC | 3,616 | $382.2K | 0.06% | +331+10.1% | Added |
| Mackenzie Financial Corp | 3,676 | $388.6K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,687 | $389.8K | 0.00% | +70+1.9% | Added |
| Jain Global LLC | 3,799 | $401.6K | 0.01% | +3,799 | New |
| United Services Automobile Association | 3,922 | $407.7K | 0.01% | +3,922 | New |
| Whalen Wealth Management Inc. | 3,899 | $412.2K | 0.27% | +1,344+52.6% | Added |
| US Bancorp | 3,936 | $416.1K | 0.00% | +145+3.8% | Added |
| Neuberger Berman Group LLC | 3,939 | $416.4K | 0.00% | +3,939 | New |
| Captrust Financial Advisors | 4,001 | $422.9K | 0.00% | −3,300−45.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,003 | $423.2K | 0.04% | +869+27.7% | Added |
| Sowell Financial Services LLC | 4,108 | $434.3K | 0.02% | +4,108 | New |
| Algert Global LLC | 4,170 | $440.8K | 0.01% | +4,170 | New |
| Nisa Investment Advisors, LLC | 4,319 | $456.6K | 0.00% | −16−0.4% | Reduced |
| Silver Oak Securities, Inc | 4,494 | $467.1K | 0.04% | −1,192−21.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,429 | $468.2K | 0.01% | −32−0.7% | Reduced |
| Evergreen Capital Management LLC | 4,616 | $488.0K | 0.02% | +108+2.4% | Added |
| Xponance, Inc. | 4,689 | $495.7K | 0.00% | +214+4.8% | Added |
| Significant Wealth Partners LLC | 4,727 | $499.7K | 0.26% | +705+17.5% | Added |
| Ethic Inc. | 4,906 | $517.3K | 0.01% | +1,168+31.2% | Added |
| SageView Advisory Group, LLC | 5,065 | $535.4K | 0.02% | +153+3.1% | Added |
| Groupama Asset Managment | – | $540.9K | 0.01% | – | – |
| Petrus Trust Company, LTA | 5,474 | $578.7K | 0.05% | +769+16.3% | Added |
| Smith Group Asset Management, LLC | 5,647 | $596.9K | 0.04% | +22+0.4% | Added |
| Everence Capital Management Inc | 5,690 | $601.0K | 0.04% | −1,650−22.5% | Reduced |
| Park Avenue Securities LLC | 5,719 | $605.0K | 0.01% | +907+18.8% | Added |
| Thrive Capital Management, LLC | 5,726 | $605.3K | 0.36% | −8,471−59.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,734 | $606.1K | 0.00% | −75−1.3% | Reduced |
| CWC Advisors, LLC. | 5,737 | $606.5K | 0.35% | +1,399+32.2% | Added |
| Ameritas Investment Partners, Inc. | 5,842 | $617.6K | 0.02% | −145−2.4% | Reduced |
| Benjamin Edwards Inc | 5,917 | $625.5K | 0.01% | +21+0.4% | Added |
| Mariner, LLC | 6,032 | $637.6K | 0.00% | +245+4.2% | Added |
| Zacks Investment Management | 6,047 | $639.2K | 0.01% | −629−9.4% | Reduced |
| Hancock Whitney Corp | 6,152 | $650.3K | 0.02% | −102−1.6% | Reduced |
| Gibbs Wealth Management | 6,372 | $673.6K | 0.16% | +1,479+30.2% | Added |
| Public Employees Retirement Association of Colorado | 6,388 | $675.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 6,620 | $687.0K | 0.03% | +6,159+1,336.0% | Added |
| Quadrant Capital Group LLC | 6,586 | $696.2K | 0.03% | +4,013+156.0% | Added |
| Shell Asset Management Co | 6,705 | $709.0K | 0.03% | −282−4.0% | Reduced |
| Westover Capital Advisors, LLC | 6,728 | $711.2K | 0.16% | +168+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 6,881 | $727.4K | 0.00% | +2,981+76.4% | Added |
| Soltis Investment Advisors LLC | 7,481 | $790.8K | 0.07% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,650 | $808.7K | 0.11% | +7,650 | New |
| Redhawk Wealth Advisors, Inc. | 7,765 | $820.8K | 0.11% | −511−6.2% | Reduced |
| Winnow Wealth LLC | 8,048 | $850.7K | 0.78% | +1,533+23.5% | Added |
| Mutual of America Capital Management LLC | 8,487 | $897.2K | 0.01% | −341−3.9% | Reduced |
| QRG Capital Management, Inc. | 8,932 | $944.2K | 0.01% | +817+10.1% | Added |
| Henshaw Capital LLC | 9,147 | $966.9K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 9,149 | $967.1K | 0.01% | −1,711−15.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,190 | $971.5K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,261 | $978.1K | 0.00% | +586+6.8% | Added |
| Williamson Legacy Group, LLC | 10,109 | $1.07M | 1.01% | +1,234+13.9% | Added |
| Advisor Group Holdings, Inc. | 10,279 | $1.09M | 0.00% | −2,172−17.4% | Reduced |
| Peak Retirement Planning, Inc. | 11,055 | $1.17M | 0.65% | +2,004+22.1% | Added |