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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 5,776 | $539.9K | 0.02% | +5,776 | New |
| Shell Asset Management Co | 5,721 | $535.0K | 0.02% | −984−14.7% | Reduced |
| Engineers Gate Manager LP | 5,716 | $534.3K | 0.01% | +5,716 | New |
| Everence Capital Management Inc | 5,690 | $532.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,640 | $527.2K | 0.00% | −94−1.6% | Reduced |
| CI Private Wealth, LLC | 5,630 | $526.3K | 0.00% | +2,787+98.0% | Added |
| Smith Group Asset Management, LLC | 5,616 | $525.0K | 0.03% | −31−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,590 | $523.0K | 0.00% | −798−12.5% | Reduced |
| Groupama Asset Managment | – | $505.6K | 0.01% | – | – |
| Mariner, LLC | 5,367 | $501.7K | 0.00% | −665−11.0% | Reduced |
| Gotham Asset Management, LLC | 4,987 | $466.2K | 0.00% | +4,987 | New |
| Allianz Asset Management GmbH | 4,940 | $461.8K | 0.00% | −6,204−55.7% | Reduced |
| Hancock Whitney Corp | 4,924 | $460.3K | 0.01% | −1,228−20.0% | Reduced |
| Xponance, Inc. | 4,917 | $459.6K | 0.00% | +228+4.9% | Added |
| Significant Wealth Partners LLC | 4,898 | $457.9K | 0.22% | +171+3.6% | Added |
| Horizon Investments, LLC | 4,870 | $455.2K | 0.01% | +4,870 | New |
| Whalen Wealth Management Inc. | 4,755 | $444.5K | 0.28% | +856+22.0% | Added |
| Green Square Capital Advisors LLC | 4,650 | $434.7K | 0.05% | +4,650 | New |
| SageView Advisory Group, LLC | 5,139 | $434.0K | 0.02% | +74+1.5% | Added |
| Neuberger Berman Group LLC | 4,555 | $425.8K | 0.00% | +616+15.6% | Added |
| Crossmark Global Holdings, Inc. | 4,524 | $422.9K | 0.01% | +95+2.1% | Added |
| Keebeck Wealth Management, LLC | 4,420 | $413.2K | 0.05% | +2,452+124.6% | Added |
| Nisa Investment Advisors, LLC | 4,326 | $404.4K | 0.00% | +7+0.2% | Added |
| Evergreen Capital Management LLC | 4,313 | $403.2K | 0.01% | −303−6.6% | Reduced |
| Scientech Research LLC | 4,261 | $398.3K | 0.10% | +4,261 | New |
| Sowell Financial Services LLC | 4,181 | $390.8K | 0.02% | +73+1.8% | Added |
| TownSquare Capital, LLC | 4,174 | $390.2K | 0.04% | −33,579−88.9% | Reduced |
| Algert Global LLC | 4,170 | $389.8K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 4,059 | $379.5K | 0.01% | −847−17.3% | Reduced |
| Lido Advisors, LLC | 3,912 | $365.7K | 0.00% | +225+6.1% | Added |
| Mackenzie Financial Corp | 3,644 | $340.6K | 0.00% | −32−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,631 | $339.4K | 0.03% | −372−9.3% | Reduced |
| Captrust Financial Advisors | 3,548 | $331.7K | 0.00% | −453−11.3% | Reduced |
| Portside Wealth Group, LLC | 3,540 | $330.9K | 0.05% | −76−2.1% | Reduced |
| Silver Oak Securities, Inc | 3,516 | $328.7K | 0.03% | −978−21.8% | Reduced |
| FORA Capital, LLC | 3,476 | $324.9K | 0.04% | +3,476 | New |
| Guardian Asset Advisors, LLC | 3,442 | $321.8K | 0.18% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,327 | $311.0K | 0.00% | +11+0.3% | Added |
| JustInvest LLC | 3,241 | $303.1K | 0.00% | −178−5.2% | Reduced |
| Kestra Advisory Services, LLC | 3,208 | $299.9K | 0.00% | +3,208 | New |
| US Bancorp | 3,196 | $298.8K | 0.00% | −740−18.8% | Reduced |
| RSM US Wealth Management LLC | 3,172 | $296.5K | 0.00% | −101−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,126 | $292.2K | 0.03% | +3,126 | New |
| Lombard Odier Asset Management (USA) Corp | 3,120 | $291.7K | 0.07% | +3,120 | New |
| Axq Capital, LP | 3,115 | $291.2K | 0.09% | +3,115 | New |
| Principal Securities, Inc. | 3,103 | $290.1K | 0.01% | +761+32.5% | Added |
| Vise Technologies, Inc. | 3,076 | $287.5K | 0.01% | +3,076 | New |
| Cerity Partners LLC | 3,019 | $282.2K | 0.00% | +251+9.1% | Added |
| Farallon Capital Management, L.L.C. | 3,000 | $280.4K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,987 | $279.2K | 0.26% | −78−2.5% | Reduced |
| Mercer Global Advisors Inc | 2,975 | $278.1K | 0.00% | −47−1.6% | Reduced |
| Profund Advisors LLC | 2,932 | $274.1K | 0.01% | +211+7.8% | Added |
| Capstone Investment Advisors, LLC | 2,929 | $273.8K | 0.00% | +2,929 | New |
| Dakota Wealth Management | 2,890 | $270.2K | 0.01% | +90+3.2% | Added |
| New Age Alpha Advisors, LLC | 2,884 | $269.6K | 0.01% | −96−3.2% | Reduced |
| Corton Capital Inc. | 2,879 | $269.1K | 0.31% | +2,879 | New |
| EntryPoint Capital, LLC | 2,702 | $252.6K | 0.13% | −104−3.7% | Reduced |
| Two Sigma Securities, LLC | 2,680 | $250.5K | 0.03% | +2,680 | New |
| Wedbush Securities Inc | 2,653 | $248.0K | 0.01% | +553+26.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,637 | $246.5K | 0.03% | +2,637 | New |
| Journey Strategic Wealth LLC | 2,600 | $243.0K | 0.01% | +2,600 | New |
| Lindenwold Advisors | 2,592 | $242.3K | 0.13% | −89−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 2,540 | $237.4K | 0.00% | +48+1.9% | Added |
| Marco Investment Management LLC | 2,500 | $233.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,490 | $232.8K | 0.00% | −584−19.0% | Reduced |
| Avantax Advisory Services, Inc. | 2,434 | $227.5K | 0.00% | +12+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,421 | $226.6K | 0.00% | −91−3.6% | Reduced |
| Norden Group LLC | 2,399 | $224.3K | 0.02% | +46+2.0% | Added |
| Walleye Trading LLC | 2,378 | $222.3K | 0.01% | +362+18.0% | Added |
| Angeles Wealth Management, LLC | 2,351 | $219.8K | 0.02% | +285+13.8% | Added |
| apricus wealth, LLC | 2,310 | $215.9K | 0.13% | −194−7.7% | Reduced |
| Legacy Financial Strategies, LLC | 2,250 | $210.3K | 0.04% | +2,250 | New |
| WSFS Capital Management, LLC | 2,225 | $208.0K | 0.01% | +149+7.2% | Added |
| ZWJ Investment Counsel Inc | 2,225 | $208.0K | 0.01% | +210+10.4% | Added |
| TD Private Client Wealth LLC | 2,216 | $207.2K | 0.01% | +97+4.6% | Added |
| Sanctuary Advisors, LLC | 2,157 | $201.6K | 0.00% | +66+3.2% | Added |
| Hilltop National Bank | 1,950 | $182.3K | 0.05% | +1,950 | New |
| Archer Investment Corp | 1,900 | $177.6K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,835 | $172.0K | 0.00% | +53+3.0% | Added |
| Pacer Advisors, Inc. | 1,740 | $162.7K | 0.00% | −342−16.4% | Reduced |
| State of Wyoming | 1,729 | $161.6K | 0.02% | +1,729 | New |
| Neo Ivy Capital Management | 1,729 | $161.6K | 0.05% | +1,729 | New |
| Ronald Blue Trust, Inc. | 1,647 | $154.0K | 0.00% | +118+7.7% | Added |
| Central Pacific Bank - Trust Division | 1,580 | $147.7K | 0.02% | −200−11.2% | Reduced |
| Fifth Third Bancorp | 1,353 | $126.5K | 0.00% | −103−7.1% | Reduced |
| KBC Group NV | 1,319 | $123.0K | 0.00% | −1,372−51.0% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $121.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,297 | $121.2K | 0.01% | −662−33.8% | Reduced |
| Smartleaf Asset Management LLC | 1,292 | $120.8K | 0.01% | −38−2.9% | Reduced |
| Globeflex Capital L P | 1,257 | $117.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,085 | $101.4K | 0.00% | −146−11.9% | Reduced |
| Quest Partners LLC | 1,066 | $99.7K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,000 | $93.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 922 | $86.2K | 0.00% | +813+745.9% | Added |
| Palouse Capital Management, Inc. | 844 | $78.9K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 778 | $72.7K | 0.00% | +42+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 700 | $65.0K | 0.00% | +700 | New |
| Harbour Investments, Inc. | 625 | $58.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 592 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 572 | $53.5K | 0.00% | −179−23.8% | Reduced |