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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 100,000 | $10.6M | 0.06% | −20,000−16.7% | Reduced |
| Victory Capital Management Inc | 108,301 | $11.4M | 0.01% | +30,130+38.5% | Added |
| Trillium Asset Management, LLC | 111,757 | $11.8M | 0.34% | −1,990−1.7% | Reduced |
| Swiss National Bank | 112,900 | $11.9M | 0.01% | −1,600−1.4% | Reduced |
| EULAV Asset Management | 117,000 | $12.4M | 0.31% | +2,000+1.7% | Added |
| HSBC Holdings PLC | 121,587 | $12.8M | 0.01% | +113,325+1,371.6% | Added |
| RMB Capital Management, LLC | 120,952 | $12.8M | 0.32% | +60,221+99.2% | Added |
| Great Lakes Advisors, LLC | 126,622 | $13.4M | 0.12% | −3,772−2.9% | Reduced |
| Barclays PLC | 129,869 | $13.7M | 0.01% | +16,866+14.9% | Added |
| Amundi | 132,780 | $13.8M | 0.01% | +2,847+2.2% | Added |
| Axiom Investors LLC | 143,726 | $15.2M | 0.15% | −42,292−22.7% | Reduced |
| California Public Employees Retirement System | 147,852 | $15.6M | 0.01% | +1,459+1.0% | Added |
| Fred Alger Management, LLC | 154,707 | $16.4M | 0.09% | +28,793+22.9% | Added |
| Rhumbline Advisers | 156,554 | $16.5M | 0.02% | −778−0.5% | Reduced |
| Thrivent Financial for Lutherans | 163,551 | $17.3M | 0.04% | +118,504+263.1% | Added |
| Ranger Investment Management, L.P. | 164,284 | $17.4M | 1.24% | −2,431−1.5% | Reduced |
| Renaissance Technologies LLC | 166,612 | $17.6M | 0.03% | +57,900+53.3% | Added |
| SEI Investments Co | 174,415 | $18.4M | 0.02% | −12,905−6.9% | Reduced |
| Public Sector Pension Investment Board | 184,852 | $19.5M | 0.08% | +39,653+27.3% | Added |
| Legal & General Group Plc | 185,082 | $19.6M | 0.01% | −4,267−2.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 188,750 | $20.0M | 1.42% | −10,390−5.2% | Reduced |
| Fort Washington Investment Advisors Inc | 194,350 | $20.5M | 0.13% | −790−0.4% | Reduced |
| Oberweis Asset Management Inc | 208,560 | $22.0M | 1.10% | −200−0.1% | Reduced |
| Squarepoint Ops LLC | 215,089 | $22.7M | 0.06% | +138,354+180.3% | Added |
| Fisher Asset Management, LLC | 222,297 | $23.5M | 0.01% | −1,884−0.8% | Reduced |
| Comerica Bank | 226,805 | $24.0M | 0.10% | +15,305+7.2% | Added |
| Handelsbanken Fonder AB | 227,209 | $24.0M | 0.10% | +10,000+4.6% | Added |
| Driehaus Capital Management LLC | 227,814 | $24.1M | 0.23% | +144,350+172.9% | Added |
| Frontier Capital Management Co LLC | 229,055 | $24.2M | 0.26% | −1,989−0.9% | Reduced |
| Iron Triangle Partners LP | 229,738 | $24.3M | 3.83% | −177,284−43.6% | Reduced |
| Envestnet Asset Management Inc | 231,907 | $24.5M | 0.01% | +815+0.4% | Added |
| Voya Investment Management LLC | 240,637 | $25.4M | 0.03% | +40,794+20.4% | Added |
| Wellington Management Group LLP | 260,084 | $27.5M | 0.01% | +34,448+15.3% | Added |
| Manufacturers Life Insurance Company, The | 262,564 | $27.8M | 0.03% | −1,998−0.8% | Reduced |
| Toroso Investments, LLC | 278,702 | $29.5M | 0.25% | −64,210−18.7% | Reduced |
| Emerald Advisers, LLC | 280,677 | $29.7M | 1.34% | −22,078−7.3% | Reduced |
| UBS Asset Management Americas Inc | 286,943 | $30.3M | 0.01% | +121,599+73.5% | Added |
| Nomura Holdings Inc | 303,175 | $32.0M | 0.17% | −18,553−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 307,273 | $32.5M | 0.04% | +9,011+3.0% | Added |
| Principal Financial Group Inc | 319,960 | $33.8M | 0.02% | +7,940+2.5% | Added |
| Wells Fargo & Company | 335,937 | $35.5M | 0.01% | −34,130−9.2% | Reduced |
| Polar Capital Holdings Plc | 382,697 | $40.5M | 0.25% | 00.0% | Unchanged |
| Greenhouse Funds LLLP | 407,787 | $43.1M | 2.10% | +4,459+1.1% | Added |
| Bank of New York Mellon Corp | 425,823 | $45.0M | 0.01% | −13,437−3.1% | Reduced |
| Aristotle Capital Boston, LLC | 455,867 | $48.2M | 2.41% | −202,918−30.8% | Reduced |
| Two Sigma Advisers, LP | 493,400 | $52.2M | 0.12% | +152,700+44.8% | Added |
| Rockefeller Capital Management L.P. | 502,486 | $53.1M | 0.13% | −61,413−10.9% | Reduced |
| Raymond James Financial Inc | 513,865 | $54.3M | 0.02% | +8,022+1.6% | Added |
| Two Sigma Investments, LP | 546,570 | $57.8M | 0.13% | +267,729+96.0% | Added |
| Norges Bank | 579,756 | $61.3M | 0.01% | −109,227−15.9% | Reduced |
| William Blair Investment Management, LLC | 601,644 | $63.6M | 0.18% | −85,387−12.4% | Reduced |
| Standard Life Aberdeen plc | 602,226 | $63.7M | 0.12% | +56,080+10.3% | Added |
| Congress Asset Management Co | 628,126 | $66.4M | 0.50% | +27,440+4.6% | Added |
| Ameriprise Financial Inc | 660,394 | $69.8M | 0.02% | +345,070+109.4% | Added |
| Westwood Holdings Group Inc. | 687,501 | $72.7M | 0.55% | +73,866+12.0% | Added |
| Franklin Resources Inc | 702,792 | $74.3M | 0.02% | +37,297+5.6% | Added |
| Goldman Sachs Group Inc | 719,313 | $76.0M | 0.01% | +103,878+16.9% | Added |
| Bank of America Corp | 723,791 | $76.5M | 0.01% | +133,193+22.6% | Added |
| Northern Trust Corp | 728,528 | $77.0M | 0.01% | −22,408−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 737,655 | $78.0M | 0.01% | −10,906−1.5% | Reduced |
| Price T Rowe Associates Inc | 752,030 | $79.5M | 0.01% | −20,849−2.7% | Reduced |
| UBS Group AG | 752,660 | $79.6M | 0.02% | +196,188+35.3% | Added |
| Nuveen, LLC | 763,214 | $80.7M | 0.03% | +763,214 | New |
| JPMorgan Chase & Co | 892,461 | $94.3M | 0.01% | +438,421+96.6% | Added |
| Royal Bank of Canada | 907,674 | $95.9M | 0.02% | −30,536−3.3% | Reduced |
| Citadel Advisors LLC | 951,047 | $100.5M | 0.10% | +252,461+36.1% | Added |
| ArrowMark Colorado Holdings LLC | 991,278 | $104.8M | 1.70% | −281,022−22.1% | Reduced |
| Morgan Stanley | 1,020,190 | $107.8M | 0.01% | −59,526−5.5% | Reduced |
| Loomis Sayles & Co L P | 1,042,615 | $110.2M | 0.16% | −22,650−2.1% | Reduced |
| Dimensional Fund Advisors LP | 1,150,386 | $121.6M | 0.03% | −32,871−2.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,272,511 | $134.5M | 2.42% | +1,272,511 | New |
| Geode Capital Management, LLC | 1,397,777 | $147.8M | 0.01% | +40,562+3.0% | Added |
| Macquarie Group Ltd | 1,452,170 | $153.5M | 0.19% | +2,726+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,766,711 | $186.8M | 0.73% | +133,465+8.2% | Added |
| Invesco Ltd. | 1,787,289 | $188.9M | 0.04% | +251,821+16.4% | Added |
| State Street Corp | 2,193,863 | $231.9M | 0.01% | −99,257−4.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,265,173 | $239.5M | 3.61% | −24,730−1.1% | Reduced |
| FMR LLC | 2,569,255 | $271.6M | 0.02% | +492,816+23.7% | Added |
| Vanguard Group Inc | 6,571,658 | $694.7M | 0.01% | −77,001−1.2% | Reduced |
| BlackRock, Inc. | 9,175,660 | $970.0M | 0.02% | −90,640−1.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −681,794−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −166,927−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −146,667−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −74,291−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −50,422−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,821−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −20,736−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −15,972−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −13,616−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −11,192−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,070−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,062−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,724−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |