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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $83 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $166 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $250 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $333 | 0.00% | −9−69.2% | Reduced |
| SJS Investment Consulting Inc. | 4 | $333 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $416 | 0.00% | +3+150.0% | Added |
| Bell Investment Advisors, Inc | 5 | $417 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $417 | 0.00% | +5 | New |
| Kilter Group LLC | 6 | $500 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $739 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 9 | $749 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $999 | 0.00% | +10+500.0% | Added |
| Rakuten Securities, Inc. | 12 | $999 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 14 | $1.17K | 0.00% | +2+16.7% | Added |
| Westfuller Advisors, LLC | 17 | $1.41K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.42K | 0.00% | +2+13.3% | Added |
| Mather Group, LLC. | 20 | $1.67K | 0.00% | +20 | New |
| High Note Wealth, LLC | 20 | $1.67K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $2.16K | 0.00% | +13+100.0% | Added |
| Versant Capital Management, Inc | 27 | $2.25K | 0.00% | −109−80.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 27 | $2.25K | 0.00% | −30−52.6% | Reduced |
| Atlantic Trust, LLC | 31 | $2.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 48 | $3.00K | 0.00% | −7−12.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 37 | $3.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 37 | $3.08K | 0.00% | +37 | New |
| Ameritas Advisory Services, LLC | 41 | $3.41K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $3.91K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $4.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $4.41K | 0.00% | +2+3.9% | Added |
| Rothschild Investment LLC | 55 | $4.58K | 0.00% | −60−52.2% | Reduced |
| Allworth Financial LP | 59 | $4.91K | 0.00% | −2−3.3% | Reduced |
| Clearstead Advisors, LLC | 60 | $4.99K | 0.00% | −102−63.0% | Reduced |
| Harbor Capital Advisors, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 74 | $6.16K | 0.00% | −6−7.5% | Reduced |
| MAI Capital Management | 79 | $6.58K | 0.00% | −171−68.4% | Reduced |
| Root Financial Partners, LLC | 81 | $6.74K | 0.00% | +81 | New |
| Hantz Financial Services, Inc. | 81 | $7.00K | 0.00% | +64+376.5% | Added |
| Rise Advisors, LLC | 89 | $7.41K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $8.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 104 | $8.34K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 107 | $8.91K | 0.01% | −67−38.5% | Reduced |
| Wealthspire Advisors, LLC | 125 | $10.4K | 0.00% | +125 | New |
| Crewe Advisors LLC | 129 | $10.7K | 0.00% | +129 | New |
| Covestor Ltd | 133 | $11.0K | 0.01% | +14+11.8% | Added |
| Point72 (DIFC) Ltd | 137 | $11.4K | 0.00% | +137 | New |
| Signaturefd, LLC | 142 | $11.8K | 0.00% | +9+6.8% | Added |
| Key Financial Inc | 172 | $14.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 190 | $15.8K | 0.00% | −33−14.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 190 | $15.8K | 0.00% | +190 | New |
| GHP Investment Advisors, Inc. | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 202 | $16.8K | 0.00% | +202 | New |
| Parkside Financial Bank & Trust | 222 | $18.5K | 0.00% | −10−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 232 | $19.3K | 0.01% | +122+110.9% | Added |
| Federated Hermes, Inc. | 238 | $19.8K | 0.00% | +167+235.2% | Added |
| Umb Bank N A | 244 | $20.3K | 0.00% | +20+8.9% | Added |
| OP Asset Management Ltd | 262 | $21.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 281 | $23.4K | 0.00% | +248+751.5% | Added |
| Caitong International Asset Management Co., Ltd | 284 | $23.6K | 0.02% | +284 | New |
| CIBC Private Wealth Group, LLC | 287 | $23.9K | 0.00% | +127+79.4% | Added |
| Massmutual Trust Co FSB | 295 | $24.6K | 0.00% | −80−21.3% | Reduced |
| Point72 Europe (London) LLP | 311 | $25.9K | 0.00% | +311 | New |
| Harvest Fund Management Co., Ltd | 308 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 339 | $28.2K | 0.00% | +111+48.7% | Added |
| Whittier Trust Co of Nevada Inc | 337 | $28.4K | 0.00% | +72+27.2% | Added |
| Valued Wealth Advisors LLC | 386 | $32.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 400 | $33.3K | 0.00% | +3+0.8% | Added |
| Sterling Capital Management LLC | 419 | $34.9K | 0.00% | +176+72.4% | Added |
| Harbour Investments, Inc. | 432 | $36.0K | 0.00% | −193−30.9% | Reduced |
| Parallel Advisors, LLC | 442 | $36.8K | 0.00% | +16+3.8% | Added |
| Salomon & Ludwin, LLC | 441 | $37.1K | 0.00% | +441 | New |
| Danske Bank A/S | 500 | $41.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 526 | $43.8K | 0.01% | +342+185.9% | Added |
| DekaBank Deutsche Girozentrale | 592 | $47.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 672 | $56.0K | 0.00% | −28−4.0% | Reduced |
| Huntington National Bank | 685 | $57.0K | 0.00% | −400−36.9% | Reduced |
| National Bank of Canada | 768 | $63.9K | 0.00% | −10−1.3% | Reduced |
| First Horizon Corp | 933 | $77.7K | 0.00% | +933 | New |
| GAMMA Investing LLC | 950 | $79.1K | 0.00% | −347−26.8% | Reduced |
| Anfield Capital Management, LLC | 1,000 | $83.2K | 0.02% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,076 | $89.6K | 0.06% | +232+27.5% | Added |
| Quest Partners LLC | 1,114 | $92.7K | 0.01% | +48+4.5% | Added |
| Pacer Advisors, Inc. | 1,165 | $97.0K | 0.00% | −575−33.0% | Reduced |
| Globeflex Capital L P | 1,257 | $104.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,283 | $106.8K | 0.00% | +361+39.2% | Added |
| Fifth Third Bancorp | 1,337 | $111.3K | 0.00% | −16−1.2% | Reduced |
| TD Private Client Wealth LLC | 1,423 | $118.4K | 0.00% | −793−35.8% | Reduced |
| Smartleaf Asset Management LLC | 1,663 | $134.5K | 0.01% | +371+28.7% | Added |