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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.

Institutional holdersQ2 2025: 380 institutions
Q1 2021: 232 institutionsQ2 2021: 238 institutionsQ3 2021: 254 institutionsQ4 2021: 266 institutionsQ1 2022: 267 institutionsQ2 2022: 263 institutionsQ3 2022: 242 institutionsQ4 2022: 279 institutionsQ1 2023: 288 institutionsQ2 2023: 312 institutionsQ3 2023: 274 institutionsQ4 2023: 289 institutionsQ1 2024: 305 institutionsQ2 2024: 320 institutionsQ3 2024: 378 institutionsQ4 2024: 386 institutionsQ1 2025: 380 institutionsQ2 2025: 380 institutionsQ3 2025: 379 institutionsQ4 2025: 390 institutionsQ1 2026: 400 institutionsQ2 2026: 405 institutions
Value heldQ2 2025: $5.86B
Q1 2021: $3.25BQ2 2021: $3.47BQ3 2021: $3.90BQ4 2021: $3.36BQ1 2022: $3.56BQ2 2022: $2.92BQ3 2022: $3.10BQ4 2022: $3.82BQ1 2023: $4.03BQ2 2023: $4.53BQ3 2023: $3.84BQ4 2023: $4.37BQ1 2024: $4.47BQ2 2024: $5.21BQ3 2024: $5.90BQ4 2024: $5.90BQ1 2025: $6.67BQ2 2025: $5.86BQ3 2025: $5.04BQ4 2025: $5.48BQ1 2026: $4.10BQ2 2026: $4.34B
Institutions holding MMSI and their total value by quarter
QuarterHoldersValue
Q2 2026405$4.34B
Q1 2026400$4.10B
Q4 2025390$5.48B
Q3 2025379$5.04B
Q2 2025380$5.86B
Q1 2025380$6.67B
Q4 2024386$5.90B
Q3 2024378$5.90B
Q2 2024320$5.21B
Q1 2024305$4.47B
Q4 2023289$4.37B
Q3 2023274$3.84B
Q2 2023312$4.53B
Q1 2023288$4.03B
Q4 2022279$3.82B
Q3 2022242$3.10B
Q2 2022263$2.92B
Q1 2022267$3.56B
Q4 2021266$3.36B
Q3 2021254$3.90B
Q2 2021238$3.47B
Q1 2021232$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.

Institutions holding MMSI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pacer Advisors, Inc.1,740$162.7K0.00%−342−16.4%Reduced
CWM, LLC1,835$172.0K0.00%+53+3.0%Added
Archer Investment Corp1,900$177.6K0.04%00.0%Unchanged
Hilltop National Bank1,950$182.3K0.05%+1,950New
Sanctuary Advisors, LLC2,157$201.6K0.00%+66+3.2%Added
TD Private Client Wealth LLC2,216$207.2K0.01%+97+4.6%Added
WSFS Capital Management, LLC2,225$208.0K0.01%+149+7.2%Added
ZWJ Investment Counsel Inc2,225$208.0K0.01%+210+10.4%Added
Legacy Financial Strategies, LLC2,250$210.3K0.04%+2,250New
apricus wealth, LLC2,310$215.9K0.13%−194−7.7%Reduced
Angeles Wealth Management, LLC2,351$219.8K0.02%+285+13.8%Added
Walleye Trading LLC2,378$222.3K0.01%+362+18.0%Added
Norden Group LLC2,399$224.3K0.02%+46+2.0%Added
Wealth Enhancement Advisory Services, LLC2,421$226.6K0.00%−91−3.6%Reduced
Avantax Advisory Services, Inc.2,434$227.5K0.00%+12+0.5%Added
Envestnet Portfolio Solutions, Inc.2,490$232.8K0.00%−584−19.0%Reduced
Marco Investment Management LLC2,500$233.7K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC2,540$237.4K0.00%+48+1.9%Added
Lindenwold Advisors2,592$242.3K0.13%−89−3.3%Reduced
Journey Strategic Wealth LLC2,600$243.0K0.01%+2,600New
Pinnacle Wealth Planning Services, Inc.2,637$246.5K0.03%+2,637New
Wedbush Securities Inc2,653$248.0K0.01%+553+26.3%Added
Two Sigma Securities, LLC2,680$250.5K0.03%+2,680New
EntryPoint Capital, LLC2,702$252.6K0.13%−104−3.7%Reduced
Corton Capital Inc.2,879$269.1K0.31%+2,879New
New Age Alpha Advisors, LLC2,884$269.6K0.01%−96−3.2%Reduced
Dakota Wealth Management2,890$270.2K0.01%+90+3.2%Added
Capstone Investment Advisors, LLC2,929$273.8K0.00%+2,929New
Profund Advisors LLC2,932$274.1K0.01%+211+7.8%Added
Mercer Global Advisors Inc2,975$278.1K0.00%−47−1.6%Reduced
MeadowBrook Investment Advisors LLC2,987$279.2K0.26%−78−2.5%Reduced
Farallon Capital Management, L.L.C.3,000$280.4K0.00%00.0%Unchanged
Cerity Partners LLC3,019$282.2K0.00%+251+9.1%Added
Vise Technologies, Inc.3,076$287.5K0.01%+3,076New
Principal Securities, Inc.3,103$290.1K0.01%+761+32.5%Added
Axq Capital, LP3,115$291.2K0.09%+3,115New
Lombard Odier Asset Management (USA) Corp3,120$291.7K0.07%+3,120New
Occudo Quantitative Strategies LP3,126$292.2K0.03%+3,126New
RSM US Wealth Management LLC3,172$296.5K0.00%−101−3.1%Reduced
US Bancorp3,196$298.8K0.00%−740−18.8%Reduced
Kestra Advisory Services, LLC3,208$299.9K0.00%+3,208New
JustInvest LLC3,241$303.1K0.00%−178−5.2%Reduced
Peapack Gladstone Financial Corp3,327$311.0K0.00%+11+0.3%Added
Guardian Asset Advisors, LLC3,442$321.8K0.18%00.0%Unchanged
FORA Capital, LLC3,476$324.9K0.04%+3,476New
Silver Oak Securities, Inc3,516$328.7K0.03%−978−21.8%Reduced
Portside Wealth Group, LLC3,540$330.9K0.05%−76−2.1%Reduced
Captrust Financial Advisors3,548$331.7K0.00%−453−11.3%Reduced
Mount Yale Investment Advisors, LLC3,631$339.4K0.03%−372−9.3%Reduced
Mackenzie Financial Corp3,644$340.6K0.00%−32−0.9%Reduced
Lido Advisors, LLC3,912$365.7K0.00%+225+6.1%Added
Ethic Inc.4,059$379.5K0.01%−847−17.3%Reduced
Algert Global LLC4,170$389.8K0.01%00.0%Unchanged
TownSquare Capital, LLC4,174$390.2K0.04%−33,579−88.9%Reduced
Sowell Financial Services LLC4,181$390.8K0.02%+73+1.8%Added
Scientech Research LLC4,261$398.3K0.10%+4,261New
Evergreen Capital Management LLC4,313$403.2K0.01%−303−6.6%Reduced
Nisa Investment Advisors, LLC4,326$404.4K0.00%+7+0.2%Added
Keebeck Wealth Management, LLC4,420$413.2K0.05%+2,452+124.6%Added
Crossmark Global Holdings, Inc.4,524$422.9K0.01%+95+2.1%Added
Neuberger Berman Group LLC4,555$425.8K0.00%+616+15.6%Added
SageView Advisory Group, LLC5,139$434.0K0.02%+74+1.5%Added
Green Square Capital Advisors LLC4,650$434.7K0.05%+4,650New
Whalen Wealth Management Inc.4,755$444.5K0.28%+856+22.0%Added
Horizon Investments, LLC4,870$455.2K0.01%+4,870New
Significant Wealth Partners LLC4,898$457.9K0.22%+171+3.6%Added
Xponance, Inc.4,917$459.6K0.00%+228+4.9%Added
Hancock Whitney Corp4,924$460.3K0.01%−1,228−20.0%Reduced
Allianz Asset Management GmbH4,940$461.8K0.00%−6,204−55.7%Reduced
Gotham Asset Management, LLC4,987$466.2K0.00%+4,987New
Mariner, LLC5,367$501.7K0.00%−665−11.0%Reduced
Groupama Asset Managment–$505.6K0.01%––
Public Employees Retirement Association of Colorado5,590$523.0K0.00%−798−12.5%Reduced
Smith Group Asset Management, LLC5,616$525.0K0.03%−31−0.5%Reduced
CI Private Wealth, LLC5,630$526.3K0.00%+2,787+98.0%Added
O'Shaughnessy Asset Management, LLC5,640$527.2K0.00%−94−1.6%Reduced
Everence Capital Management Inc5,690$532.0K0.03%00.0%Unchanged
Engineers Gate Manager LP5,716$534.3K0.01%+5,716New
Shell Asset Management Co5,721$535.0K0.02%−984−14.7%Reduced
XTX Topco Ltd5,776$539.9K0.02%+5,776New
STRS Ohio5,800$542.2K0.00%−9,100−61.1%Reduced
CWC Advisors, LLC.5,892$550.8K0.28%+155+2.7%Added
Virtus ETF Advisers LLC5,913$552.7K0.34%−6,130−50.9%Reduced
Ameritas Investment Partners, Inc.5,973$558.4K0.02%+131+2.2%Added
Perbak Capital Partners LLP6,130$573.0K0.13%+6,130New
Quadrant Capital Group LLC6,247$584.0K0.02%−339−5.1%Reduced
Quantbot Technologies LP6,256$584.8K0.01%+6,256New
Dark Forest Capital Management LP6,378$596.2K0.02%+6,378New
Park Avenue Securities LLC6,402$598.0K0.01%+683+11.9%Added
Premier Fund Managers Ltd6,620$619.0K0.02%00.0%Unchanged
Benjamin Edwards Inc6,787$634.4K0.01%+870+14.7%Added
Scott Marsh Financial, LLC6,946$649.3K0.24%+6,946New
Tower Research Capital LLC (TRC)7,094$663.1K0.02%+4,336+157.2%Added
CIBC World Markets Corp7,208$673.8K0.00%−5,491−43.2%Reduced
Gibbs Wealth Management7,210$674.0K0.13%+838+13.2%Added
Soltis Investment Advisors LLC7,481$699.3K0.05%00.0%Unchanged
Mutual of America Capital Management LLC7,592$709.7K0.01%−895−10.5%Reduced
HSBC Holdings PLC7,610$711.0K0.00%−113,977−93.7%Reduced
Nebula Research & Development LLC7,882$736.8K0.06%−14,803−65.3%Reduced
PEAK6 LLC8,234$769.7K0.03%+8,234New