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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 440 | $46.4K | 0.00% | −343−43.8% | Reduced |
| Versant Capital Management, Inc | 437 | $46.2K | 0.01% | +410+1,518.5% | Added |
| Parallel Advisors, LLC | 426 | $45.0K | 0.00% | −6−1.4% | Reduced |
| Valued Wealth Advisors LLC | 386 | $40.8K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 385 | $40.7K | 0.02% | +385 | New |
| Northwestern Mutual Wealth Management Co | 367 | $38.8K | 0.00% | +200+119.8% | Added |
| NewSquare Capital LLC | 334 | $35.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 308 | $33.0K | 0.00% | −954−75.6% | Reduced |
| Federated Hermes, Inc. | 310 | $32.8K | 0.00% | −345−52.7% | Reduced |
| IFP Advisors, Inc | 307 | $32.5K | 0.00% | +287+1,435.0% | Added |
| Opal Wealth Advisors, LLC | 296 | $31.3K | 0.01% | +296 | New |
| Whittier Trust Co of Nevada Inc | 267 | $28.2K | 0.00% | −4−1.5% | Reduced |
| Bessemer Group Inc | 253 | $27.0K | 0.00% | +34+15.5% | Added |
| Massmutual Trust Co FSB | 241 | $25.5K | 0.00% | +8+3.4% | Added |
| Picton Mahoney Asset Management | 239 | $25.0K | 0.00% | +42+21.3% | Added |
| Parkside Financial Bank & Trust | 221 | $23.4K | 0.00% | +109+97.3% | Added |
| Umb Bank N A | 213 | $22.5K | 0.00% | +79+59.0% | Added |
| Lindbrook Capital, LLC | 209 | $22.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 172 | $18.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $16.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 156 | $16.5K | 0.02% | +15+10.6% | Added |
| Skopos Labs, Inc. | 153 | $16.2K | 0.00% | +151+7,550.0% | Added |
| CIBC Private Wealth Group, LLC | 175 | $15.5K | 0.00% | +25+16.7% | Added |
| Hexagon Capital Partners LLC | 139 | $14.7K | 0.00% | −29−17.3% | Reduced |
| Covestor Ltd | 119 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 109 | $11.5K | 0.00% | +15+16.0% | Added |
| Clearstead Advisors, LLC | 102 | $10.8K | 0.00% | −17−14.3% | Reduced |
| Spire Wealth Management | 101 | $10.7K | 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 |
| Jones Financial Companies LLLP | 101 | $10.5K | 0.00% | +101 | New |
| Geneos Wealth Management Inc. | 89 | $9.41K | 0.00% | +25+39.1% | Added |
| Rise Advisors, LLC | 89 | $9.41K | 0.00% | +89 | New |
| Simplex Trading, LLC | 78 | $8.00K | 0.00% | −432−84.7% | 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 |
| Steward Partners Investment Advisory, LLC | 57 | $6.03K | 0.00% | −94−62.3% | Reduced |
| Harbor Capital Advisors, Inc. | 57 | $6.00K | 0.00% | +57 | New |
| Allworth Financial LP | 57 | $5.40K | 0.00% | +17+42.5% | Added |
| LRI Investments, LLC | 51 | $5.37K | 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 |
| Central Trust Co | 47 | $4.97K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $4.55K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $4.12K | 0.00% | −15−27.8% | Reduced |
| Cetera Trust Company, N.A | 38 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $4.00K | 0.00% | +12+34.3% | Added |
| JFS Wealth Advisors, LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $2.54K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 23 | $2.43K | 0.00% | +23 | New |
| Mather Group, LLC. | 20 | $2.11K | 0.00% | −20−50.0% | Reduced |
| Bogart Wealth, LLC | 17 | $1.80K | 0.00% | −17−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $1.69K | 0.00% | +16 | New |
| Stephens Consulting, LLC | 15 | $1.59K | 0.00% | +15 | New |
| Natixis | 14 | $1.46K | 0.00% | −202−93.5% | Reduced |
| Center for Financial Planning, Inc. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 9 | $951 | 0.00% | −10−52.6% | Reduced |
| Whipplewood Advisors, LLC | 68 | $951 | 0.00% | +59+655.6% | Added |
| Larson Financial Group LLC | 8 | $846 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $740 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $634 | 0.00% | +4+200.0% | Added |
| Assetmark, Inc | 5 | $529 | 0.00% | −55−91.7% | Reduced |
| Bell Investment Advisors, Inc | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $211 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $211 | 0.00% | +2 | New |
| 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 |
| 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 |