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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 500 | $46.7K | 0.00% | +400+400.0% | Added |
| Talon Private Wealth, LLC | 494 | $46.2K | 0.01% | +494 | New |
| IFP Advisors, Inc | 228 | $44.5K | 0.00% | −79−25.7% | Reduced |
| Parallel Advisors, LLC | 426 | $39.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 397 | $37.1K | 0.00% | −43−9.8% | Reduced |
| Valued Wealth Advisors LLC | 386 | $36.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 375 | $35.1K | 0.00% | +134+55.6% | Added |
| Opal Wealth Advisors, LLC | 320 | $29.9K | 0.01% | +24+8.1% | Added |
| Harvest Fund Management Co., Ltd | 308 | $29.0K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 299 | $28.0K | 0.00% | +299 | New |
| Whittier Trust Co of Nevada Inc | 265 | $24.8K | 0.00% | −2−0.7% | Reduced |
| OP Asset Management Ltd | 262 | $24.5K | 0.00% | +262 | New |
| MAI Capital Management | 250 | $23.4K | 0.00% | +211+541.0% | Added |
| Sterling Capital Management LLC | 243 | $22.7K | 0.00% | +184+311.9% | Added |
| Parkside Financial Bank & Trust | 232 | $21.7K | 0.00% | +11+5.0% | Added |
| Umb Bank N A | 224 | $20.9K | 0.00% | +11+5.2% | Added |
| Northwestern Mutual Wealth Management Co | 223 | $20.8K | 0.00% | −144−39.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 237 | $20.1K | 0.01% | +237 | New |
| GHP Investment Advisors, Inc. | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 184 | $17.2K | 0.00% | +184 | New |
| Skopos Labs, Inc. | 180 | $16.8K | 0.00% | +27+17.6% | Added |
| WPG Advisers, LLC | 174 | $16.3K | 0.01% | +18+11.5% | Added |
| Key Financial Inc | 172 | $16.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 162 | $15.1K | 0.00% | +60+58.8% | Added |
| CIBC Private Wealth Group, LLC | 160 | $15.0K | 0.00% | −15−8.6% | Reduced |
| Versant Capital Management, Inc | 136 | $12.7K | 0.00% | −301−68.9% | Reduced |
| Signaturefd, LLC | 133 | $12.4K | 0.00% | −23−14.7% | Reduced |
| Bessemer Group Inc | 127 | $12.0K | 0.00% | −126−49.8% | Reduced |
| Covestor Ltd | 119 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 115 | $10.8K | 0.00% | +15+15.0% | Added |
| Aster Capital Management (DIFC) Ltd | 110 | $10.3K | 0.00% | +110 | New |
| Jones Financial Companies LLLP | 104 | $9.72K | 0.00% | +3+3.0% | Added |
| Hollencrest Capital Management | 100 | $9.35K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 89 | $8.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 81 | $7.57K | 0.00% | −8−9.0% | Reduced |
| Bare Financial Services, Inc | 80 | $7.48K | 0.00% | +56+233.3% | Added |
| Federated Hermes, Inc. | 71 | $6.64K | 0.00% | −239−77.1% | Reduced |
| Harbor Capital Advisors, Inc. | 63 | $6.00K | 0.00% | +6+10.5% | Added |
| Allworth Financial LP | 61 | $5.70K | 0.00% | +4+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 57 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $5.00K | 0.00% | +8+17.0% | Added |
| Global Retirement Partners, LLC | 51 | $4.77K | 0.00% | +51 | New |
| LRI Investments, LLC | 51 | $4.75K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $4.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $4.30K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 42 | $3.95K | 0.00% | +42 | New |
| Ameritas Advisory Services, LLC | 41 | $3.83K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 37 | $3.46K | 0.00% | −6−14.0% | Reduced |
| 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 |
| 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 |
| Financial Network Wealth Advisors LLC | 23 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| Bogart Wealth, LLC | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $1.40K | 0.00% | −35−70.0% | Reduced |
| Natixis | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $1.22K | 0.00% | +5+62.5% | Added |
| Assetmark, Inc | 13 | $1.22K | 0.00% | +8+160.0% | Added |
| Fortitude Family Office, LLC | 12 | $1.12K | 0.00% | +12 | New |
| South State Corp. | 11 | $1.03K | 0.00% | −5−31.3% | Reduced |
| Bokf, NA | 10 | $935 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $842 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 9 | $841 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $841 | 0.00% | −59−86.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $468 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $374 | 0.00% | −3−42.9% | Reduced |
| Abound Wealth Management | 4 | $374 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $280 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 2 | $187 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $187 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $186 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |