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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 62,743 | $6.01M | 0.00% | +8,151+14.9% | Added |
| HighTower Advisors, LLC | 56,165 | $5.94M | 0.01% | +321+0.6% | Added |
| Prudential Financial Inc | 56,966 | $5.81M | 0.01% | −12,705−18.2% | Reduced |
| California State Teachers Retirement System | 53,754 | $5.68M | 0.01% | −602−1.1% | Reduced |
| Capital World Investors | 53,606 | $5.67M | 0.00% | +53,606 | New |
| AXA S.A. | 52,076 | $5.50M | 0.02% | +52,076 | New |
| Renaissance Group LLC | 51,068 | $5.40M | 0.24% | +9,081+21.6% | Added |
| Great West Life Assurance Co | 49,979 | $5.29M | 0.01% | −5,892−10.5% | Reduced |
| First Trust Advisors LP | 47,445 | $5.02M | 0.00% | −12,021−20.2% | Reduced |
| Zions Bancorporation, National Association | 47,185 | $4.99M | 0.31% | +47,185 | New |
| Millennium Management LLC | 46,076 | $4.87M | 0.00% | −20,205−30.5% | Reduced |
| Martin & Co Inc | 43,629 | $4.61M | 0.89% | +738+1.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,703 | $4.51M | 0.01% | +42,703 | New |
| Intech Investment Management LLC | 42,169 | $4.46M | 0.05% | +10,582+33.5% | Added |
| Pathstone Holdings, LLC | 40,103 | $4.24M | 0.02% | +3,675+10.1% | Added |
| Russell Investments Group, Ltd. | 40,008 | $4.23M | 0.01% | +13,825+52.8% | Added |
| Edgestream Partners, L.P. | 39,753 | $4.20M | 0.14% | −27,363−40.8% | Reduced |
| Bank of Montreal | 39,160 | $4.14M | 0.00% | +15,702+66.9% | Added |
| MetLife Investment Management | 38,751 | $4.10M | 0.02% | +4,166+12.0% | Added |
| TownSquare Capital, LLC | 37,753 | $3.99M | 0.04% | +3,846+11.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,967 | $3.91M | 0.01% | +1,436+4.0% | Added |
| Teachers Retirement System of the State of Kentucky | 35,686 | $3.77M | 0.03% | +3,597+11.2% | Added |
| Lisanti Capital Growth, LLC | 34,130 | $3.61M | 1.07% | +34,130 | New |
| Stifel Financial Corp | 32,915 | $3.48M | 0.00% | +2,213+7.2% | Added |
| State of Alaska, Department of Revenue | 32,292 | $3.41M | 0.04% | −836−2.5% | Reduced |
| Ami Asset Management Corp | 31,678 | $3.35M | 0.20% | −1,363−4.1% | Reduced |
| Creative Planning | 31,427 | $3.32M | 0.00% | +2,710+9.4% | Added |
| American Century Companies Inc | 30,537 | $3.23M | 0.00% | +6,879+29.1% | Added |
| Martingale Asset Management L P | 30,473 | $3.22M | 0.08% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 30,214 | $3.19M | 0.05% | −128−0.4% | Reduced |
| Corebridge Financial, Inc. | 29,917 | $3.16M | 0.02% | −590−1.9% | Reduced |
| Formula Growth Ltd | 28,461 | $3.01M | 1.22% | −3,997−12.3% | Reduced |
| Glenmede Trust Co NA | 27,670 | $2.92M | 0.02% | −750−2.6% | Reduced |
| Louisiana State Employees Retirement System | 27,400 | $2.90M | 0.06% | −800−2.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 26,931 | $2.85M | 0.20% | +707+2.7% | Added |
| Axecap Investments, LLC | 26,304 | $2.78M | 2.36% | +26,304 | New |
| Janus Henderson Group PLC | 26,731 | $2.78M | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 24,350 | $2.57M | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 24,200 | $2.56M | 0.00% | −70,549−74.5% | Reduced |
| Shaker Investments LLC | 23,972 | $2.53M | 1.22% | +23,972 | New |
| MML Investors Services, LLC | 23,736 | $2.51M | 0.01% | +2,715+12.9% | Added |
| Verition Fund Management LLC | 23,004 | $2.43M | 0.01% | −36,918−61.6% | Reduced |
| Capital Fund Management S.A. | 22,801 | $2.41M | 0.03% | +22,801 | New |
| Nebula Research & Development LLC | 22,685 | $2.40M | 0.22% | +13,366+143.4% | Added |
| Yousif Capital Management, LLC | 22,019 | $2.33M | 0.03% | −495−2.2% | Reduced |
| Change Path, LLC | 20,953 | $2.21M | 0.07% | +5,520+35.8% | Added |
| State of Tennessee, Treasury Department | 20,788 | $2.20M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,701 | $2.19M | 0.00% | +392+1.9% | Added |
| Jane Street Group, LLC | 19,739 | $2.09M | 0.00% | −15,098−43.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,351 | $2.05M | 0.01% | −495−2.5% | Reduced |
| Vestcor Inc | 19,290 | $2.04M | 0.07% | +10,507+119.6% | Added |
| Teacher Retirement System of Texas | 18,775 | $1.98M | 0.01% | −20,625−52.3% | Reduced |
| State of New Jersey Common Pension Fund D | 18,689 | $1.98M | 0.01% | −2,072−10.0% | Reduced |
| Riverwater Partners LLC | 18,070 | $1.91M | 0.98% | +20.0% | Added |
| New York State Common Retirement Fund | 17,780 | $1.88M | 0.00% | −150,587−89.4% | Reduced |
| Exchange Traded Concepts, LLC | 17,519 | $1.85M | 0.03% | −795−4.3% | Reduced |
| Maryland State Retirement & Pension System | 16,993 | $1.80M | 0.04% | −2,633−13.4% | Reduced |
| Arizona State Retirement System | 16,707 | $1.77M | 0.01% | −162−1.0% | Reduced |
| Amalgamated Bank | 16,587 | $1.75M | 0.02% | −497−2.9% | Reduced |
| Level Four Advisory Services, LLC | 16,494 | $1.74M | 0.07% | +293+1.8% | Added |
| AQR Capital Management LLC | 16,361 | $1.73M | 0.00% | +1,114+7.3% | Added |
| State Board of Administration of Florida Retirement System | 16,089 | $1.70M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 14,900 | $1.58M | 0.01% | +4,300+40.6% | Added |
| Van Hulzen Asset Management, LLC | 14,354 | $1.52M | 0.14% | −446−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,947 | $1.47M | 0.01% | +1,505+12.1% | Added |
| Truist Financial Corp | 13,860 | $1.47M | 0.00% | +1,406+11.3% | Added |
| ProShare Advisors LLC | 13,496 | $1.43M | 0.00% | −3,771−21.8% | Reduced |
| Oregon Public Employees Retirement Fund | 13,362 | $1.41M | 0.03% | −300−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,163 | $1.39M | 0.00% | −3,173−19.4% | Reduced |
| Jump Financial, LLC | 12,998 | $1.37M | 0.02% | −19,431−59.9% | Reduced |
| Diversified Trust Co | 12,868 | $1.36M | 0.03% | +284+2.3% | Added |
| Virginia Retirement Systems Et Al | 12,728 | $1.35M | 0.01% | +12,728 | New |
| CIBC World Markets Corp | 12,699 | $1.34M | 0.01% | +7,344+137.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,432 | $1.31M | 0.01% | +244+2.0% | Added |
| Blair William & Co | 12,232 | $1.29M | 0.00% | −285−2.3% | Reduced |
| Virtus ETF Advisers LLC | 12,043 | $1.27M | 0.83% | +12,043 | New |
| South Dakota Investment Council | 11,606 | $1.23M | 0.03% | −200−1.7% | Reduced |
| KLP Kapitalforvaltning AS | 11,500 | $1.22M | 0.01% | −600−5.0% | Reduced |
| Cetera Investment Advisers | 11,253 | $1.19M | 0.00% | +1,160+11.5% | Added |
| Allianz Asset Management GmbH | 11,144 | $1.18M | 0.00% | +11,144 | New |
| Peak Retirement Planning, Inc. | 11,055 | $1.17M | 0.65% | +2,004+22.1% | Added |
| Advisor Group Holdings, Inc. | 10,279 | $1.09M | 0.00% | −2,172−17.4% | Reduced |
| Williamson Legacy Group, LLC | 10,109 | $1.07M | 1.01% | +1,234+13.9% | Added |
| Pictet Asset Management Holding SA | 9,261 | $978.1K | 0.00% | +586+6.8% | Added |
| Susquehanna Fundamental Investments, LLC | 9,190 | $971.5K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 9,149 | $967.1K | 0.01% | −1,711−15.8% | Reduced |
| Henshaw Capital LLC | 9,147 | $966.9K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,932 | $944.2K | 0.01% | +817+10.1% | Added |
| Mutual of America Capital Management LLC | 8,487 | $897.2K | 0.01% | −341−3.9% | Reduced |
| Winnow Wealth LLC | 8,048 | $850.7K | 0.78% | +1,533+23.5% | Added |
| Redhawk Wealth Advisors, Inc. | 7,765 | $820.8K | 0.11% | −511−6.2% | Reduced |
| Legato Capital Management LLC | 7,650 | $808.7K | 0.11% | +7,650 | New |
| Soltis Investment Advisors LLC | 7,481 | $790.8K | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,881 | $727.4K | 0.00% | +2,981+76.4% | Added |
| Westover Capital Advisors, LLC | 6,728 | $711.2K | 0.16% | +168+2.6% | Added |
| Shell Asset Management Co | 6,705 | $709.0K | 0.03% | −282−4.0% | Reduced |
| Quadrant Capital Group LLC | 6,586 | $696.2K | 0.03% | +4,013+156.0% | Added |
| Premier Fund Managers Ltd | 6,620 | $687.0K | 0.03% | +6,159+1,336.0% | Added |
| Public Employees Retirement Association of Colorado | 6,388 | $675.0K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 6,372 | $673.6K | 0.16% | +1,479+30.2% | Added |