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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 64,744 | $6.05M | 0.00% | +2,001+3.2% | Added |
| First Trust Advisors LP | 59,215 | $5.54M | 0.00% | +11,770+24.8% | Added |
| Citigroup Inc | 57,335 | $5.36M | 0.00% | −30,966−35.1% | Reduced |
| California State Teachers Retirement System | 53,816 | $5.03M | 0.01% | +62+0.1% | Added |
| Russell Investments Group, Ltd. | 50,730 | $4.74M | 0.01% | +10,722+26.8% | Added |
| Great West Life Assurance Co | 50,478 | $4.72M | 0.01% | +499+1.0% | Added |
| Zions Bancorporation, National Association | 46,976 | $4.39M | 0.24% | −209−0.4% | Reduced |
| Martin & Co Inc | 43,244 | $4.04M | 0.74% | −385−0.9% | Reduced |
| Intech Investment Management LLC | 42,585 | $3.98M | 0.04% | +416+1.0% | Added |
| Pathstone Holdings, LLC | 41,455 | $3.88M | 0.02% | +1,352+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 37,624 | $3.54M | 0.01% | −29,246−43.7% | Reduced |
| State of Alaska, Department of Revenue | 35,159 | $3.29M | 0.04% | +2,867+8.9% | Added |
| MetLife Investment Management | 34,854 | $3.26M | 0.02% | −3,897−10.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,697 | $3.24M | 0.01% | −2,270−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,469 | $3.22M | 0.03% | −1,217−3.4% | Reduced |
| Stifel Financial Corp | 32,948 | $3.08M | 0.00% | +33+0.1% | Added |
| HighTower Advisors, LLC | 32,347 | $3.02M | 0.00% | −23,818−42.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,804 | $2.97M | 0.01% | −10,899−25.5% | Reduced |
| Illinois Municipal Retirement Fund | 31,448 | $2.94M | 0.04% | +1,234+4.1% | Added |
| Formula Growth Ltd | 27,981 | $2.62M | 0.99% | −480−1.7% | Reduced |
| Creative Planning | 27,657 | $2.59M | 0.00% | −3,770−12.0% | Reduced |
| Louisiana State Employees Retirement System | 27,600 | $2.58M | 0.05% | +200+0.7% | Added |
| Knights of Columbus Asset Advisors LLC | 26,226 | $2.45M | 0.15% | −705−2.6% | Reduced |
| MML Investors Services, LLC | 26,120 | $2.44M | 0.01% | +2,384+10.0% | Added |
| Glenmede Investment Management, LP | 25,924 | $2.42M | 0.01% | +25,924 | New |
| Ci Investments Inc. | 25,588 | $2.39M | 0.01% | +25,588 | New |
| Janus Henderson Group PLC | 24,631 | $2.30M | 0.00% | −2,100−7.9% | Reduced |
| Bailard, Inc. | 24,350 | $2.28M | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 23,328 | $2.18M | 0.00% | −66,526−74.0% | Reduced |
| Yousif Capital Management, LLC | 22,568 | $2.11M | 0.02% | +549+2.5% | Added |
| Martingale Asset Management L P | 22,260 | $2.08M | 0.05% | −8,213−27.0% | Reduced |
| Bank of Montreal | 22,053 | $2.06M | 0.00% | −17,107−43.7% | Reduced |
| Verition Fund Management LLC | 20,800 | $1.94M | 0.01% | −2,204−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,648 | $1.93M | 0.00% | +1,297+6.7% | Added |
| Balyasny Asset Management LLC | 20,646 | $1.93M | 0.00% | +20,646 | New |
| Twinbeech Capital LP | 20,529 | $1.92M | 0.04% | +20,529 | New |
| Ami Asset Management Corp | 19,986 | $1.87M | 0.11% | −11,692−36.9% | Reduced |
| Thrive Capital Management, LLC | 19,858 | $1.86M | 0.58% | +14,132+246.8% | Added |
| State of New Jersey Common Pension Fund D | 19,803 | $1.85M | 0.01% | +1,114+6.0% | Added |
| Ensign Peak Advisors, Inc | 19,744 | $1.85M | 0.00% | −957−4.6% | Reduced |
| New York State Common Retirement Fund | 18,880 | $1.76M | 0.00% | +1,100+6.2% | Added |
| Vestcor Inc | 18,315 | $1.71M | 0.05% | −975−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 18,264 | $1.71M | 0.02% | +745+4.3% | Added |
| Riverwater Partners LLC | 18,067 | $1.69M | 0.80% | −30.0% | Reduced |
| Level Four Advisory Services, LLC | 17,865 | $1.67M | 0.06% | +1,371+8.3% | Added |
| Maryland State Retirement & Pension System | 17,369 | $1.62M | 0.04% | +376+2.2% | Added |
| Linden Advisors LP | 17,300 | $1.62M | 0.01% | +17,300 | New |
| Arizona State Retirement System | 17,231 | $1.61M | 0.01% | +524+3.1% | Added |
| Change Path, LLC | 16,936 | $1.58M | 0.04% | −4,017−19.2% | Reduced |
| Amalgamated Bank | 16,773 | $1.57M | 0.01% | +186+1.1% | Added |
| Teacher Retirement System of Texas | 16,690 | $1.56M | 0.01% | −2,085−11.1% | Reduced |
| State Board of Administration of Florida Retirement System | 16,089 | $1.50M | 0.00% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 15,426 | $1.44M | 0.58% | +4,371+39.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,173 | $1.42M | 0.01% | +1,226+8.8% | Added |
| Shaker Investments LLC | 14,903 | $1.39M | 0.57% | −9,069−37.8% | Reduced |
| Inceptionr LLC | 14,878 | $1.39M | 0.32% | +12,526+532.6% | Added |
| Integrated Quantitative Investments LLC | 14,800 | $1.38M | 0.41% | +14,800 | New |
| AQR Capital Management LLC | 14,162 | $1.32M | 0.00% | −2,199−13.4% | Reduced |
| State of Tennessee, Treasury Department | 13,991 | $1.31M | 0.00% | −6,797−32.7% | Reduced |
| Oregon Public Employees Retirement Fund | 13,562 | $1.27M | 0.02% | +200+1.5% | Added |
| American Century Companies Inc | 13,461 | $1.26M | 0.00% | −17,076−55.9% | Reduced |
| Truist Financial Corp | 13,115 | $1.23M | 0.00% | −745−5.4% | Reduced |
| ProShare Advisors LLC | 13,069 | $1.22M | 0.00% | −427−3.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,062 | $1.22M | 0.01% | +630+5.1% | Added |
| Diversified Trust Co | 13,030 | $1.22M | 0.03% | +162+1.3% | Added |
| The PNC Financial Services Group, Inc. | 12,907 | $1.21M | 0.00% | −256−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 12,787 | $1.20M | 0.10% | −1,567−10.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,270 | $1.15M | 0.07% | +12,270 | New |
| Blair William & Co | 12,199 | $1.14M | 0.00% | −33−0.3% | Reduced |
| KLP Kapitalforvaltning AS | 12,100 | $1.13M | 0.00% | +600+5.2% | Added |
| SG Americas Securities, LLC | 11,677 | $1.09M | 0.00% | +8,896+319.9% | Added |
| Advisor Group Holdings, Inc. | 11,623 | $1.09M | 0.00% | +1,344+13.1% | Added |
| South Dakota Investment Council | 11,606 | $1.08M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,495 | $1.07M | 0.00% | −203,594−94.7% | Reduced |
| Cetera Investment Advisers | 11,140 | $1.04M | 0.00% | −113−1.0% | Reduced |
| Jump Financial, LLC | 9,756 | $912.0K | 0.01% | −3,242−24.9% | Reduced |
| Henshaw Capital LLC | 9,147 | $855.1K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,080 | $848.8K | 0.00% | −181−2.0% | Reduced |
| QRG Capital Management, Inc. | 8,801 | $822.8K | 0.01% | −131−1.5% | Reduced |
| Atria Investments LLC | 8,792 | $821.9K | 0.01% | −357−3.9% | Reduced |
| PEAK6 LLC | 8,234 | $769.7K | 0.03% | +8,234 | New |
| Nebula Research & Development LLC | 7,882 | $736.8K | 0.06% | −14,803−65.3% | Reduced |
| HSBC Holdings PLC | 7,610 | $711.0K | 0.00% | −113,977−93.7% | Reduced |
| Mutual of America Capital Management LLC | 7,592 | $709.7K | 0.01% | −895−10.5% | Reduced |
| Soltis Investment Advisors LLC | 7,481 | $699.3K | 0.05% | 00.0% | Unchanged |
| Gibbs Wealth Management | 7,210 | $674.0K | 0.13% | +838+13.2% | Added |
| CIBC World Markets Corp | 7,208 | $673.8K | 0.00% | −5,491−43.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,094 | $663.1K | 0.02% | +4,336+157.2% | Added |
| Scott Marsh Financial, LLC | 6,946 | $649.3K | 0.24% | +6,946 | New |
| Benjamin Edwards Inc | 6,787 | $634.4K | 0.01% | +870+14.7% | Added |
| Premier Fund Managers Ltd | 6,620 | $619.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,402 | $598.0K | 0.01% | +683+11.9% | Added |
| Dark Forest Capital Management LP | 6,378 | $596.2K | 0.02% | +6,378 | New |
| Quantbot Technologies LP | 6,256 | $584.8K | 0.01% | +6,256 | New |
| Quadrant Capital Group LLC | 6,247 | $584.0K | 0.02% | −339−5.1% | Reduced |
| Perbak Capital Partners LLP | 6,130 | $573.0K | 0.13% | +6,130 | New |
| Ameritas Investment Partners, Inc. | 5,973 | $558.4K | 0.02% | +131+2.2% | Added |
| Virtus ETF Advisers LLC | 5,913 | $552.7K | 0.34% | −6,130−50.9% | Reduced |
| CWC Advisors, LLC. | 5,892 | $550.8K | 0.28% | +155+2.7% | Added |
| STRS Ohio | 5,800 | $542.2K | 0.00% | −9,100−61.1% | Reduced |