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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 106,519 | $9.96M | 0.27% | −5,238−4.7% | Reduced |
| Jane Street Group, LLC | 111,173 | $10.4M | 0.02% | +91,434+463.2% | Added |
| Great Lakes Advisors, LLC | 112,479 | $10.5M | 0.09% | −14,143−11.2% | Reduced |
| Swiss National Bank | 112,900 | $10.6M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 114,038 | $10.7M | 0.00% | −15,831−12.2% | Reduced |
| Amundi | 114,219 | $10.7M | 0.00% | −18,561−14.0% | Reduced |
| EULAV Asset Management | 117,000 | $10.9M | 0.26% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 117,315 | $11.0M | 0.02% | +93,115+384.8% | Added |
| Capital World Investors | 120,036 | $11.2M | 0.00% | +66,430+123.9% | Added |
| Victory Capital Management Inc | 121,432 | $11.4M | 0.01% | +13,131+12.1% | Added |
| Nomura Holdings Inc | 138,239 | $12.9M | 0.10% | −164,936−54.4% | Reduced |
| RMB Capital Management, LLC | 148,479 | $13.9M | 0.26% | +27,527+22.8% | Added |
| California Public Employees Retirement System | 148,607 | $13.9M | 0.01% | +755+0.5% | Added |
| Axiom Investors LLC | 149,709 | $14.0M | 0.11% | +5,983+4.2% | Added |
| Adage Capital Partners GP, L.L.C. | 152,749 | $14.3M | 0.02% | +52,749+52.7% | Added |
| SEI Investments Co | 165,692 | $15.5M | 0.02% | −8,723−5.0% | Reduced |
| Rhumbline Advisers | 167,643 | $15.7M | 0.01% | +11,089+7.1% | Added |
| Renaissance Technologies LLC | 170,912 | $16.0M | 0.02% | +4,300+2.6% | Added |
| Emerald Mutual Fund Advisers Trust | 175,732 | $16.4M | 1.00% | −13,018−6.9% | Reduced |
| Fort Washington Investment Advisors Inc | 177,806 | $16.6M | 0.10% | −16,544−8.5% | Reduced |
| Legal & General Group Plc | 188,787 | $17.6M | 0.00% | +3,705+2.0% | Added |
| Public Sector Pension Investment Board | 201,493 | $18.8M | 0.08% | +16,641+9.0% | Added |
| Ranger Investment Management, L.P. | 210,350 | $19.7M | 1.37% | +46,066+28.0% | Added |
| Frontier Capital Management Co LLC | 210,873 | $19.7M | 0.18% | −18,182−7.9% | Reduced |
| Oberweis Asset Management Inc | 212,810 | $19.9M | 0.87% | +4,250+2.0% | Added |
| Thrivent Financial for Lutherans | 213,994 | $20.0M | 0.04% | +50,443+30.8% | Added |
| Fisher Asset Management, LLC | 215,445 | $20.1M | 0.01% | −6,852−3.1% | Reduced |
| Handelsbanken Fonder AB | 226,309 | $21.2M | 0.08% | −900−0.4% | Reduced |
| Comerica Bank | 226,960 | $21.2M | 0.08% | +155+0.1% | Added |
| Envestnet Asset Management Inc | 244,163 | $22.8M | 0.01% | +12,256+5.3% | Added |
| Wellington Management Group LLP | 259,686 | $24.3M | 0.00% | −398−0.2% | Reduced |
| Toroso Investments, LLC | 271,985 | $25.4M | 0.17% | −6,717−2.4% | Reduced |
| Emerald Advisers, LLC | 291,790 | $27.3M | 1.00% | +11,113+4.0% | Added |
| D. E. Shaw & Co., Inc. | 294,252 | $27.5M | 0.03% | −13,021−4.2% | Reduced |
| UBS Asset Management Americas Inc | 302,951 | $28.3M | 0.01% | +16,008+5.6% | Added |
| Millennium Management LLC | 305,819 | $28.6M | 0.03% | +259,743+563.7% | Added |
| Voya Investment Management LLC | 310,103 | $29.0M | 0.03% | +69,466+28.9% | Added |
| Principal Financial Group Inc | 325,414 | $30.4M | 0.02% | +5,454+1.7% | Added |
| Manufacturers Life Insurance Company, The | 326,230 | $30.5M | 0.03% | +63,666+24.2% | Added |
| Polar Capital Holdings Plc | 383,272 | $35.8M | 0.19% | +575+0.2% | Added |
| Wells Fargo & Company | 392,191 | $36.7M | 0.01% | +56,254+16.7% | Added |
| Iron Triangle Partners LP | 392,783 | $36.7M | 5.81% | +163,045+71.0% | Added |
| UBS Group AG | 420,247 | $39.3M | 0.01% | −332,413−44.2% | Reduced |
| Aristotle Capital Boston, LLC | 423,664 | $39.6M | 2.02% | −32,203−7.1% | Reduced |
| Bank of New York Mellon Corp | 428,084 | $40.0M | 0.01% | +2,261+0.5% | Added |
| Nuveen, LLC | 434,646 | $40.6M | 0.01% | −328,568−43.1% | Reduced |
| Rockefeller Capital Management L.P. | 498,440 | $46.6M | 0.10% | −4,046−0.8% | Reduced |
| Ameriprise Financial Inc | 546,220 | $51.1M | 0.01% | −114,174−17.3% | Reduced |
| Raymond James Financial Inc | 559,065 | $52.3M | 0.02% | +45,200+8.8% | Added |
| Standard Life Aberdeen plc | 572,211 | $53.5M | 0.09% | −30,015−5.0% | Reduced |
| Norges Bank | 574,422 | $53.7M | 0.01% | −5,334−0.9% | Reduced |
| Greenhouse Funds LLLP | 587,912 | $55.0M | 2.30% | +180,125+44.2% | Added |
| Bank of America Corp | 618,156 | $57.8M | 0.00% | −105,635−14.6% | Reduced |
| Congress Asset Management Co | 635,089 | $59.4M | 0.41% | +6,963+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 650,058 | $60.8M | 1.09% | −341,220−34.4% | Reduced |
| Two Sigma Investments, LP | 673,214 | $62.9M | 0.11% | +126,644+23.2% | Added |
| Charles Schwab Investment Management Inc | 697,620 | $65.2M | 0.01% | −40,035−5.4% | Reduced |
| Northern Trust Corp | 720,322 | $67.3M | 0.01% | −8,206−1.1% | Reduced |
| Two Sigma Advisers, LP | 728,300 | $68.1M | 0.14% | +234,900+47.6% | Added |
| Price T Rowe Associates Inc | 732,344 | $68.5M | 0.01% | −19,686−2.6% | Reduced |
| William Blair Investment Management, LLC | 739,600 | $69.1M | 0.18% | +137,956+22.9% | Added |
| Goldman Sachs Group Inc | 756,916 | $70.8M | 0.01% | +37,603+5.2% | Added |
| Westwood Holdings Group Inc. | 768,970 | $71.9M | 0.52% | +81,469+11.9% | Added |
| Loomis Sayles & Co L P | 793,712 | $74.2M | 0.09% | −248,903−23.9% | Reduced |
| JPMorgan Chase & Co | 852,202 | $79.7M | 0.01% | −40,259−4.5% | Reduced |
| Franklin Resources Inc | 884,607 | $82.7M | 0.02% | +181,815+25.9% | Added |
| Morgan Stanley | 1,002,867 | $93.7M | 0.01% | −17,323−1.7% | Reduced |
| Royal Bank of Canada | 1,063,254 | $99.4M | 0.02% | +155,580+17.1% | Added |
| Dimensional Fund Advisors LP | 1,109,151 | $103.7M | 0.02% | −41,235−3.6% | Reduced |
| Citadel Advisors LLC | 1,349,049 | $126.1M | 0.11% | +398,002+41.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,379,408 | $128.9M | 1.98% | +106,897+8.4% | Added |
| Geode Capital Management, LLC | 1,437,397 | $134.4M | 0.01% | +39,620+2.8% | Added |
| Macquarie Group Ltd | 1,456,324 | $136.1M | 0.17% | +4,154+0.3% | Added |
| Invesco Ltd. | 1,582,013 | $147.9M | 0.03% | −205,276−11.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819,378 | $170.1M | 0.62% | +52,667+3.0% | Added |
| Conestoga Capital Advisors, LLC | 2,211,589 | $206.7M | 3.05% | −53,584−2.4% | Reduced |
| State Street Corp | 2,218,432 | $207.4M | 0.01% | +24,569+1.1% | Added |
| FMR LLC | 2,541,218 | $237.6M | 0.01% | −28,037−1.1% | Reduced |
| Vanguard Group Inc | 6,829,236 | $638.4M | 0.01% | +257,578+3.9% | Added |
| BlackRock, Inc. | 8,715,207 | $814.7M | 0.02% | −460,453−5.0% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −227,814−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −154,707−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −89,668−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −52,076−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,753−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −34,130−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −29,917−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −26,304−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,801−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −12,728−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,190−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −8,048−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,650−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −6,728−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,047−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |