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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 6,152 | $650.3K | 0.02% | −102−1.6% | Reduced |
| Zacks Investment Management | 6,047 | $639.2K | 0.01% | −629−9.4% | Reduced |
| Mariner, LLC | 6,032 | $637.6K | 0.00% | +245+4.2% | Added |
| Benjamin Edwards Inc | 5,917 | $625.5K | 0.01% | +21+0.4% | Added |
| Ameritas Investment Partners, Inc. | 5,842 | $617.6K | 0.02% | −145−2.4% | Reduced |
| CWC Advisors, LLC. | 5,737 | $606.5K | 0.35% | +1,399+32.2% | Added |
| O'Shaughnessy Asset Management, LLC | 5,734 | $606.1K | 0.00% | −75−1.3% | Reduced |
| Thrive Capital Management, LLC | 5,726 | $605.3K | 0.36% | −8,471−59.7% | Reduced |
| Park Avenue Securities LLC | 5,719 | $605.0K | 0.01% | +907+18.8% | Added |
| Everence Capital Management Inc | 5,690 | $601.0K | 0.04% | −1,650−22.5% | Reduced |
| Smith Group Asset Management, LLC | 5,647 | $596.9K | 0.04% | +22+0.4% | Added |
| Petrus Trust Company, LTA | 5,474 | $578.7K | 0.05% | +769+16.3% | Added |
| Groupama Asset Managment | – | $540.9K | 0.01% | – | – |
| SageView Advisory Group, LLC | 5,065 | $535.4K | 0.02% | +153+3.1% | Added |
| Ethic Inc. | 4,906 | $517.3K | 0.01% | +1,168+31.2% | Added |
| Significant Wealth Partners LLC | 4,727 | $499.7K | 0.26% | +705+17.5% | Added |
| Xponance, Inc. | 4,689 | $495.7K | 0.00% | +214+4.8% | Added |
| Evergreen Capital Management LLC | 4,616 | $488.0K | 0.02% | +108+2.4% | Added |
| Crossmark Global Holdings, Inc. | 4,429 | $468.2K | 0.01% | −32−0.7% | Reduced |
| Silver Oak Securities, Inc | 4,494 | $467.1K | 0.04% | −1,192−21.0% | Reduced |
| Nisa Investment Advisors, LLC | 4,319 | $456.6K | 0.00% | −16−0.4% | Reduced |
| Algert Global LLC | 4,170 | $440.8K | 0.01% | +4,170 | New |
| Sowell Financial Services LLC | 4,108 | $434.3K | 0.02% | +4,108 | New |
| Mount Yale Investment Advisors, LLC | 4,003 | $423.2K | 0.04% | +869+27.7% | Added |
| Captrust Financial Advisors | 4,001 | $422.9K | 0.00% | −3,300−45.2% | Reduced |
| Neuberger Berman Group LLC | 3,939 | $416.4K | 0.00% | +3,939 | New |
| US Bancorp | 3,936 | $416.1K | 0.00% | +145+3.8% | Added |
| Whalen Wealth Management Inc. | 3,899 | $412.2K | 0.27% | +1,344+52.6% | Added |
| United Services Automobile Association | 3,922 | $407.7K | 0.01% | +3,922 | New |
| Jain Global LLC | 3,799 | $401.6K | 0.01% | +3,799 | New |
| Lido Advisors, LLC | 3,687 | $389.8K | 0.00% | +70+1.9% | Added |
| Mackenzie Financial Corp | 3,676 | $388.6K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,616 | $382.2K | 0.06% | +331+10.1% | Added |
| Guardian Asset Advisors, LLC | 3,442 | $363.9K | 0.24% | −672−16.3% | Reduced |
| JustInvest LLC | 3,419 | $361.4K | 0.01% | +85+2.5% | Added |
| Peapack Gladstone Financial Corp | 3,316 | $351.0K | 0.01% | −421−11.3% | Reduced |
| RSM US Wealth Management LLC | 3,273 | $346.0K | 0.01% | −44−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,074 | $325.0K | 0.00% | −2,317−43.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,065 | $324.0K | 0.30% | +170+5.9% | Added |
| Mercer Global Advisors Inc | 3,022 | $319.5K | 0.00% | −273−8.3% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $317.1K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,980 | $315.0K | 0.01% | −1,301−30.4% | Reduced |
| Numerai GP LLC | 2,965 | $313.4K | 0.06% | −1,271−30.0% | Reduced |
| Yorktown Management & Research Co Inc | 2,950 | $311.8K | 0.34% | +2,950 | New |
| CI Private Wealth, LLC | 2,843 | $300.5K | 0.00% | −18−0.6% | Reduced |
| EntryPoint Capital, LLC | 2,806 | $296.6K | 0.14% | −1,293−31.5% | Reduced |
| Dakota Wealth Management | 2,800 | $296.0K | 0.01% | −453−13.9% | Reduced |
| SG Americas Securities, LLC | 2,781 | $294.0K | 0.00% | +2,781 | New |
| Cerity Partners LLC | 2,768 | $292.6K | 0.00% | +74+2.7% | Added |
| Tower Research Capital LLC (TRC) | 2,758 | $291.5K | 0.01% | +1,063+62.7% | Added |
| Profund Advisors LLC | 2,721 | $287.6K | 0.01% | −338−11.0% | Reduced |
| KBC Group NV | 2,691 | $284.0K | 0.00% | +426+18.8% | Added |
| Lindenwold Advisors | 2,681 | $283.4K | 0.16% | −465−14.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,512 | $265.6K | 0.00% | −825−24.7% | Reduced |
| apricus wealth, LLC | 2,504 | $264.7K | 0.16% | +2,504 | New |
| Marco Investment Management LLC | 2,500 | $264.3K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,492 | $263.4K | 0.00% | −23−0.9% | Reduced |
| Bridgewater Associates, LP | 2,440 | $257.9K | 0.00% | −4,195−63.2% | Reduced |
| Avantax Advisory Services, Inc. | 2,422 | $256.0K | 0.00% | +75+3.2% | Added |
| Norden Group LLC | 2,353 | $248.7K | 0.03% | +104+4.6% | Added |
| Inceptionr LLC | 2,352 | $248.6K | 0.07% | −13,308−85.0% | Reduced |
| CAPROCK Group, Inc. | 2,334 | $246.7K | 0.01% | +2,334 | New |
| Seeds Investor LLC | 2,306 | $243.8K | 0.07% | +2,306 | New |
| Cresset Asset Management, LLC | 2,238 | $236.6K | 0.00% | −230−9.3% | Reduced |
| Prudent Man Advisors, LLC | 2,222 | $234.9K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 2,201 | $232.7K | 0.01% | −72−3.2% | Reduced |
| Principal Securities, Inc. | 2,342 | $226.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,119 | $224.0K | 0.01% | +387+22.3% | Added |
| Wedbush Securities Inc | 2,100 | $222.0K | 0.01% | −211−9.1% | Reduced |
| Sanctuary Advisors, LLC | 2,091 | $221.0K | 0.00% | +53+2.6% | Added |
| Pacer Advisors, Inc. | 2,082 | $220.1K | 0.00% | −400−16.1% | Reduced |
| WSFS Capital Management, LLC | 2,076 | $219.5K | 0.01% | −24−1.1% | Reduced |
| Longboard Asset Management, LP | 2,075 | $219.3K | 0.64% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,066 | $218.4K | 0.02% | +2,066 | New |
| Raiffeisen Bank International AG | 2,063 | $214.4K | 0.00% | −142−6.4% | Reduced |
| Walleye Trading LLC | 2,016 | $213.1K | 0.01% | −2,582−56.2% | Reduced |
| ZWJ Investment Counsel Inc | 2,015 | $213.0K | 0.01% | +2,015 | New |
| Fifth Third Wealth Advisors LLC | 2,011 | $212.6K | 0.01% | +2,011 | New |
| Keebeck Wealth Management, LLC | 1,968 | $208.0K | 0.03% | +1,968 | New |
| GAMMA Investing LLC | 1,959 | $207.1K | 0.02% | +465+31.1% | Added |
| Hardy Reed LLC | 1,940 | $205.1K | 0.02% | +1,940 | New |
| Archer Investment Corp | 1,900 | $200.8K | 0.05% | +1,900 | New |
| Central Pacific Bank - Trust Division | 1,780 | $188.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,782 | $188.0K | 0.00% | +1,022+134.5% | Added |
| Coldstream Capital Management Inc | 1,624 | $171.7K | 0.00% | +1,624 | New |
| Ronald Blue Trust, Inc. | 1,529 | $161.6K | 0.00% | +210+15.9% | Added |
| Fifth Third Bancorp | 1,456 | $153.9K | 0.00% | +83+6.0% | Added |
| Smartleaf Asset Management LLC | 1,330 | $138.2K | 0.01% | −58−4.2% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $137.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,257 | $132.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,231 | $130.1K | 0.00% | +444+56.4% | Added |
| Quest Partners LLC | 1,066 | $112.7K | 0.01% | +1,065+106,500.0% | Added |
| Anfield Capital Management, LLC | 1,000 | $105.7K | 0.04% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 844 | $89.2K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 751 | $79.4K | 0.00% | −21−2.7% | Reduced |
| National Bank of Canada | 736 | $77.8K | 0.00% | +4+0.5% | Added |
| Lazard Asset Management LLC | 705 | $74.0K | 0.00% | −3,977−84.9% | Reduced |
| Harbour Investments, Inc. | 625 | $66.1K | 0.00% | +625 | New |
| DekaBank Deutsche Girozentrale | 592 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 565 | $59.7K | 0.00% | +565 | New |