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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Virtus Fund Advisers, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |