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, Q2 2025
Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
- +3 vs. Q1 2025
- Shares held
- 62.6M
- −459.9K (−0.7%) vs. Q1 2025
- Total value
- $5.86B
- −$812.9M (−12.2%) vs. Q1 2025
- New holders
- 53
- 142 more added
- Sold out
- 50
- 134 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $93 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $93 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $187 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $187 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $280 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 4 | $374 | 0.00% | −3−42.9% | Reduced |
| Abound Wealth Management | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $468 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $841 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $841 | 0.00% | −59−86.8% | Reduced |
| UMA Financial Services, Inc. | 9 | $842 | 0.00% | +9 | New |
| Bokf, NA | 10 | $935 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.03K | 0.00% | −5−31.3% | Reduced |
| Fortitude Family Office, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Larson Financial Group LLC | 13 | $1.22K | 0.00% | +5+62.5% | Added |
| Assetmark, Inc | 13 | $1.22K | 0.00% | +8+160.0% | Added |
| Natixis | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $1.40K | 0.00% | −35−70.0% | Reduced |
| Bogart Wealth, LLC | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| Financial Network Wealth Advisors LLC | 23 | $2.15K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $2.90K | 0.00% | +15+93.8% | Added |
| Atlantic Trust, LLC | 31 | $2.90K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $3.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $3.08K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 33 | $3.08K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 37 | $3.46K | 0.00% | −6−14.0% | Reduced |
| Ameritas Advisory Services, LLC | 41 | $3.83K | 0.00% | +41 | New |
| ORG Partners LLC | 42 | $3.95K | 0.00% | +42 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.30K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $4.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $4.77K | 0.00% | +51 | New |
| Hemington Wealth Management | 55 | $5.00K | 0.00% | +8+17.0% | Added |
| Steward Partners Investment Advisory, LLC | 57 | $5.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $5.70K | 0.00% | +4+7.0% | Added |
| Harbor Capital Advisors, Inc. | 63 | $6.00K | 0.00% | +6+10.5% | Added |
| Federated Hermes, Inc. | 71 | $6.64K | 0.00% | −239−77.1% | Reduced |
| Bare Financial Services, Inc | 80 | $7.48K | 0.00% | +56+233.3% | Added |
| Geneos Wealth Management Inc. | 81 | $7.57K | 0.00% | −8−9.0% | Reduced |
| Rise Advisors, LLC | 89 | $8.32K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $9.35K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 104 | $9.72K | 0.00% | +3+3.0% | Added |
| Aster Capital Management (DIFC) Ltd | 110 | $10.3K | 0.00% | +110 | New |
| Rothschild Investment LLC | 115 | $10.8K | 0.00% | +15+15.0% | Added |
| Covestor Ltd | 119 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $12.0K | 0.00% | −126−49.8% | Reduced |
| Signaturefd, LLC | 133 | $12.4K | 0.00% | −23−14.7% | Reduced |
| Versant Capital Management, Inc | 136 | $12.7K | 0.00% | −301−68.9% | Reduced |
| CIBC Private Wealth Group, LLC | 160 | $15.0K | 0.00% | −15−8.6% | Reduced |
| Clearstead Advisors, LLC | 162 | $15.1K | 0.00% | +60+58.8% | Added |
| Key Financial Inc | 172 | $16.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 174 | $16.3K | 0.01% | +18+11.5% | Added |
| Skopos Labs, Inc. | 180 | $16.8K | 0.00% | +27+17.6% | Added |
| Quarry LP | 184 | $17.2K | 0.00% | +184 | New |
| GHP Investment Advisors, Inc. | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 237 | $20.1K | 0.01% | +237 | New |
| Northwestern Mutual Wealth Management Co | 223 | $20.8K | 0.00% | −144−39.2% | Reduced |
| Umb Bank N A | 224 | $20.9K | 0.00% | +11+5.2% | Added |
| Parkside Financial Bank & Trust | 232 | $21.7K | 0.00% | +11+5.0% | Added |
| Sterling Capital Management LLC | 243 | $22.7K | 0.00% | +184+311.9% | Added |
| MAI Capital Management | 250 | $23.4K | 0.00% | +211+541.0% | Added |
| OP Asset Management Ltd | 262 | $24.5K | 0.00% | +262 | New |
| Whittier Trust Co of Nevada Inc | 265 | $24.8K | 0.00% | −2−0.7% | Reduced |
| Maseco LLP | 299 | $28.0K | 0.00% | +299 | New |
| Harvest Fund Management Co., Ltd | 308 | $29.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 320 | $29.9K | 0.01% | +24+8.1% | Added |
| Massmutual Trust Co FSB | 375 | $35.1K | 0.00% | +134+55.6% | Added |
| Valued Wealth Advisors LLC | 386 | $36.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 397 | $37.1K | 0.00% | −43−9.8% | Reduced |
| Parallel Advisors, LLC | 426 | $39.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 228 | $44.5K | 0.00% | −79−25.7% | Reduced |
| Talon Private Wealth, LLC | 494 | $46.2K | 0.01% | +494 | New |
| Danske Bank A/S | 500 | $46.7K | 0.00% | +400+400.0% | Added |
| First Horizon Advisors, Inc. | 572 | $53.5K | 0.00% | −179−23.8% | Reduced |
| DekaBank Deutsche Girozentrale | 592 | $55.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $58.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 700 | $65.0K | 0.00% | +700 | New |
| National Bank of Canada | 778 | $72.7K | 0.00% | +42+5.7% | Added |
| Palouse Capital Management, Inc. | 844 | $78.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 922 | $86.2K | 0.00% | +813+745.9% | Added |
| Anfield Capital Management, LLC | 1,000 | $93.5K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 1,066 | $99.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,085 | $101.4K | 0.00% | −146−11.9% | Reduced |
| Globeflex Capital L P | 1,257 | $117.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,292 | $120.8K | 0.01% | −38−2.9% | Reduced |
| GAMMA Investing LLC | 1,297 | $121.2K | 0.01% | −662−33.8% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $121.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,319 | $123.0K | 0.00% | −1,372−51.0% | Reduced |
| Fifth Third Bancorp | 1,353 | $126.5K | 0.00% | −103−7.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,580 | $147.7K | 0.02% | −200−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,647 | $154.0K | 0.00% | +118+7.7% | Added |
| Neo Ivy Capital Management | 1,729 | $161.6K | 0.05% | +1,729 | New |
| State of Wyoming | 1,729 | $161.6K | 0.02% | +1,729 | New |