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, Q3 2025
Institutional positions in Merit Medical Systems Inc as of Sep 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
- 379
- +7 vs. Q2 2025
- Shares held
- 60.5M
- −1.44M (−2.3%) vs. Q2 2025
- Total value
- $5.04B
- −$755.5M (−13.0%) vs. Q2 2025
- New holders
- 51
- 146 more added
- Sold out
- 44
- 137 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,700,335 | $724.1M | 0.01% | −14,872−0.2% | Reduced |
| Vanguard Group Inc | 6,643,438 | $552.9M | 0.01% | −185,798−2.7% | Reduced |
| State Street Corp | 2,198,589 | $183.0M | 0.01% | −19,843−0.9% | Reduced |
| Conestoga Capital Advisors, LLC | 2,185,265 | $181.9M | 2.92% | −26,324−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,843,114 | $153.4M | 0.52% | +23,736+1.3% | Added |
| FMR LLC | 1,620,839 | $134.9M | 0.01% | −920,379−36.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,610,214 | $134.0M | 1.79% | +230,806+16.7% | Added |
| Geode Capital Management, LLC | 1,451,951 | $120.9M | 0.01% | +14,554+1.0% | Added |
| Macquarie Group Ltd | 1,331,579 | $110.8M | 0.13% | −124,745−8.6% | Reduced |
| Wellington Management Group LLP | 1,240,509 | $103.2M | 0.02% | +980,823+377.7% | Added |
| Dimensional Fund Advisors LP | 1,177,862 | $98.0M | 0.02% | +68,711+6.2% | Added |
| Citadel Advisors LLC | 1,176,801 | $97.9M | 0.08% | −172,248−12.8% | Reduced |
| Royal Bank of Canada | 1,027,383 | $85.5M | 0.02% | −35,871−3.4% | Reduced |
| Morgan Stanley | 969,873 | $80.7M | 0.00% | −32,994−3.3% | Reduced |
| JPMorgan Chase & Co | 917,122 | $76.3M | 0.00% | +64,920+7.6% | Added |
| Westwood Holdings Group Inc. | 878,398 | $73.1M | 0.52% | +109,428+14.2% | Added |
| Greenhouse Funds LLLP | 871,927 | $72.6M | 2.82% | +284,015+48.3% | Added |
| William Blair Investment Management, LLC | 863,996 | $71.9M | 0.19% | +124,396+16.8% | Added |
| Franklin Resources Inc | 841,334 | $70.0M | 0.02% | −43,273−4.9% | Reduced |
| Goldman Sachs Group Inc | 789,356 | $65.7M | 0.01% | +32,440+4.3% | Added |
| Thrivent Financial for Lutherans | 750,066 | $62.4M | 0.12% | +536,072+250.5% | Added |
| Invesco Ltd. | 714,358 | $59.5M | 0.01% | −867,655−54.8% | Reduced |
| Northern Trust Corp | 711,017 | $59.2M | 0.01% | −9,305−1.3% | Reduced |
| Congress Asset Management Co | 672,901 | $56.0M | 0.37% | +37,812+6.0% | Added |
| Charles Schwab Investment Management Inc | 667,398 | $55.5M | 0.01% | −30,222−4.3% | Reduced |
| Price T Rowe Associates Inc | 640,847 | $53.3M | 0.01% | −91,497−12.5% | Reduced |
| Bank of America Corp | 630,522 | $52.5M | 0.00% | +12,366+2.0% | Added |
| ArrowMark Colorado Holdings LLC | 622,116 | $51.8M | 0.96% | −27,942−4.3% | Reduced |
| Raymond James Financial Inc | 566,826 | $47.2M | 0.02% | +7,761+1.4% | Added |
| Rockefeller Capital Management L.P. | 562,638 | $46.8M | 0.09% | +64,198+12.9% | Added |
| Standard Life Aberdeen plc | 518,663 | $43.2M | 0.07% | −53,548−9.4% | Reduced |
| Voya Investment Management LLC | 489,504 | $40.7M | 0.04% | +179,401+57.9% | Added |
| Wells Fargo & Company | 460,244 | $38.3M | 0.01% | +68,053+17.4% | Added |
| Loomis Sayles & Co L P | 447,381 | $37.2M | 0.04% | −346,331−43.6% | Reduced |
| Nuveen, LLC | 426,984 | $35.5M | 0.01% | −7,662−1.8% | Reduced |
| Two Sigma Advisers, LP | 416,800 | $34.7M | 0.07% | −311,500−42.8% | Reduced |
| Aristotle Capital Boston, LLC | 416,723 | $34.7M | 1.79% | −6,941−1.6% | Reduced |
| Bank of New York Mellon Corp | 413,762 | $34.4M | 0.01% | −14,322−3.3% | Reduced |
| Nomura Holdings Inc | 407,991 | $34.0M | 0.15% | +269,752+195.1% | Added |
| UBS Group AG | 357,851 | $29.8M | 0.01% | −62,396−14.8% | Reduced |
| Two Sigma Investments, LP | 341,779 | $28.4M | 0.04% | −331,435−49.2% | Reduced |
| Manufacturers Life Insurance Company, The | 323,227 | $26.9M | 0.02% | −3,003−0.9% | Reduced |
| Handelsbanken Fonder AB | 321,309 | $26.7M | 0.08% | +95,000+42.0% | Added |
| Principal Financial Group Inc | 317,118 | $26.4M | 0.01% | −8,296−2.5% | Reduced |
| Walleye Capital LLC | 315,635 | $26.3M | 0.21% | +243,986+340.5% | Added |
| Ameriprise Financial Inc | 313,960 | $26.1M | 0.01% | −232,260−42.5% | Reduced |
| Fort Washington Investment Advisors Inc | 301,718 | $25.1M | 0.14% | +123,912+69.7% | Added |
| Emerald Advisers, LLC | 280,622 | $23.4M | 0.75% | −11,168−3.8% | Reduced |
| Envestnet Asset Management Inc | 269,189 | $22.4M | 0.01% | +25,026+10.2% | Added |
| Toroso Investments, LLC | 269,044 | $22.4M | 0.10% | −2,941−1.1% | Reduced |
| Oberweis Asset Management Inc | 232,010 | $19.3M | 0.74% | +19,200+9.0% | Added |
| Public Sector Pension Investment Board | 230,947 | $19.2M | 0.07% | +29,454+14.6% | Added |
| Comerica Bank | 222,675 | $18.5M | 0.07% | −4,285−1.9% | Reduced |
| Fisher Asset Management, LLC | 221,609 | $18.4M | 0.01% | +6,164+2.9% | Added |
| Frontier Capital Management Co LLC | 219,505 | $18.3M | 0.16% | +8,632+4.1% | Added |
| Ranger Investment Management, L.P. | 204,220 | $17.0M | 1.19% | −6,130−2.9% | Reduced |
| Bessemer Group Inc | 203,589 | $16.9M | 0.03% | +203,462+160,206.3% | Added |
| D. E. Shaw & Co., Inc. | 192,987 | $16.1M | 0.01% | −101,265−34.4% | Reduced |
| Legal & General Group Plc | 179,284 | $14.9M | 0.00% | −9,503−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 176,162 | $14.7M | 0.02% | +23,413+15.3% | Added |
| Capital World Investors | 171,960 | $14.3M | 0.00% | +51,924+43.3% | Added |
| Emerald Mutual Fund Advisers Trust | 165,730 | $13.8M | 0.71% | −10,002−5.7% | Reduced |
| Rhumbline Advisers | 165,691 | $13.8M | 0.01% | −1,952−1.2% | Reduced |
| RMB Capital Management, LLC | 159,632 | $13.3M | 0.24% | +11,153+7.5% | Added |
| EULAV Asset Management | 158,000 | $13.2M | 0.31% | +41,000+35.0% | Added |
| Axiom Investors LLC | 155,740 | $13.0M | 0.10% | +6,031+4.0% | Added |
| UBS Asset Management Americas Inc | 148,019 | $12.3M | 0.00% | −154,932−51.1% | Reduced |
| SEI Investments Co | 146,263 | $12.2M | 0.01% | −19,429−11.7% | Reduced |
| California Public Employees Retirement System | 116,776 | $9.72M | 0.01% | −31,831−21.4% | Reduced |
| Swiss National Bank | 114,500 | $9.53M | 0.01% | +1,600+1.4% | Added |
| Amundi | 108,005 | $9.00M | 0.00% | −6,214−5.4% | Reduced |
| Trillium Asset Management, LLC | 104,550 | $8.70M | 0.23% | −1,969−1.8% | Reduced |
| Impax Asset Management Group plc | 100,000 | $8.32M | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 99,751 | $8.30M | 0.01% | +88,128+758.2% | Added |
| Renaissance Group LLC | 99,378 | $8.27M | 0.31% | +33,125+50.0% | Added |
| Verition Fund Management LLC | 99,150 | $8.25M | 0.05% | +78,350+376.7% | Added |
| Barclays PLC | 95,372 | $7.94M | 0.00% | −18,666−16.4% | Reduced |
| Millennium Management LLC | 89,631 | $7.46M | 0.01% | −216,188−70.7% | Reduced |
| American Capital Management Inc | 87,079 | $7.25M | 0.29% | −200.0% | Reduced |
| Bryn Mawr Trust Co | 85,304 | $7.10M | 0.17% | −2,583−2.9% | Reduced |
| State of Wisconsin Investment Board | 80,914 | $6.73M | 0.02% | +76+0.1% | Added |
| Deutsche Bank AG | 79,213 | $6.59M | 0.00% | +5,464+7.4% | Added |
| Jane Street Group, LLC | 79,122 | $6.59M | 0.01% | −32,051−28.8% | Reduced |
| Balyasny Asset Management LLC | 76,610 | $6.38M | 0.01% | +55,964+271.1% | Added |
| Renaissance Technologies LLC | 74,912 | $6.23M | 0.01% | −96,000−56.2% | Reduced |
| Alliancebernstein L.P. | 73,397 | $6.11M | 0.00% | −1,102−1.5% | Reduced |
| New York State Teachers Retirement System | 72,812 | $6.06M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 70,940 | $5.90M | 0.02% | +4,838+7.3% | Added |
| Man Group plc | 69,745 | $5.80M | 0.01% | +69,745 | New |
| F/M Investments LLC | 68,713 | $5.72M | 0.22% | −3,757−5.2% | Reduced |
| Voloridge Investment Management, LLC | 66,847 | $5.56M | 0.02% | +66,847 | New |
| Natixis | 66,400 | $5.53M | 0.03% | +66,386+474,185.7% | Added |
| King Luther Capital Management Corp | 65,529 | $5.45M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 65,149 | $5.42M | 0.01% | −2,579−3.8% | Reduced |
| Victory Capital Management Inc | 63,590 | $5.29M | 0.00% | −57,842−47.6% | Reduced |
| LPL Financial LLC | 59,789 | $4.98M | 0.00% | −4,955−7.7% | Reduced |
| Prudential Financial Inc | 59,331 | $4.94M | 0.01% | −1,935−3.2% | Reduced |
| Russell Investments Group, Ltd. | 55,939 | $4.66M | 0.01% | +5,209+10.3% | Added |
| Panagora Asset Management Inc | 55,042 | $4.58M | 0.02% | −45,150−45.1% | Reduced |
| California State Teachers Retirement System | 53,819 | $4.48M | 0.00% | +30.0% | Added |