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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,669 | $138.9K | 0.00% | +22+1.3% | Added |
| KBC Group NV | 1,668 | $139.0K | 0.00% | +349+26.5% | Added |
| State of Wyoming | 1,709 | $142.2K | 0.02% | −20−1.2% | Reduced |
| ISAM Funds (UK) Ltd | 1,712 | $142.5K | 0.03% | +1,712 | New |
| Tower Research Capital LLC (TRC) | 1,911 | $159.1K | 0.00% | −5,183−73.1% | Reduced |
| Archer Investment Corp | 1,983 | $165.0K | 0.04% | +83+4.4% | Added |
| CWM, LLC | 2,072 | $172.0K | 0.00% | +237+12.9% | Added |
| Hilltop National Bank | 2,119 | $176.4K | 0.04% | +169+8.7% | Added |
| Central Pacific Bank - Trust Division | 2,300 | $191.4K | 0.02% | +720+45.6% | Added |
| Marco Investment Management LLC | 2,500 | $208.1K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,521 | $209.8K | 0.00% | +2,521 | New |
| Norden Group LLC | 2,536 | $211.1K | 0.02% | +137+5.7% | Added |
| Mariner, LLC | 2,544 | $211.7K | 0.00% | −2,823−52.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,547 | $212.0K | 0.01% | −1,084−29.9% | Reduced |
| Shell Asset Management Co | 2,585 | $215.0K | 0.02% | −3,136−54.8% | Reduced |
| Mercer Global Advisors Inc | 2,588 | $215.4K | 0.00% | −387−13.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,600 | $216.4K | 0.00% | +60+2.4% | Added |
| Hohimer Wealth Management, LLC | 2,615 | $217.6K | 0.03% | +2,615 | New |
| R Squared Ltd | 2,617 | $217.8K | 0.09% | +2,617 | New |
| Cerity Partners LLC | 2,625 | $218.4K | 0.00% | −394−13.1% | Reduced |
| Graham Capital Management, L.P. | 2,689 | $223.8K | 0.01% | +2,689 | New |
| Swiss Life Asset Management Ltd | 2,740 | $228.1K | 0.00% | +2,740 | New |
| Profund Advisors LLC | 2,756 | $229.4K | 0.01% | −176−6.0% | Reduced |
| ZWJ Investment Counsel Inc | 2,804 | $233.4K | 0.01% | +579+26.0% | Added |
| New Age Alpha Advisors, LLC | 2,819 | $234.6K | 0.01% | −65−2.3% | Reduced |
| XTX Topco Ltd | 2,843 | $236.6K | 0.01% | −2,933−50.8% | Reduced |
| Corton Capital Inc. | 2,899 | $241.3K | 0.59% | +20+0.7% | Added |
| MeadowBrook Investment Advisors LLC | 2,917 | $242.8K | 0.21% | −70−2.3% | Reduced |
| EntryPoint Capital, LLC | 2,930 | $243.9K | 0.09% | +228+8.4% | Added |
| Jump Financial, LLC | 2,935 | $244.3K | 0.00% | −6,821−69.9% | Reduced |
| US Bancorp | 2,955 | $245.9K | 0.00% | −241−7.5% | Reduced |
| Guardian Asset Advisors, LLC | 2,989 | $248.8K | 0.13% | −453−13.2% | Reduced |
| Quantinno Capital Management LP | 2,992 | $249.0K | 0.00% | +2,992 | New |
| Farallon Capital Management, L.L.C. | 3,000 | $249.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,166 | $263.5K | 0.00% | −2,464−43.8% | Reduced |
| PharVision Advisers, LLC | 3,189 | $265.4K | 0.15% | +3,189 | New |
| RSM US Wealth Management LLC | 3,194 | $265.8K | 0.00% | +22+0.7% | Added |
| JustInvest LLC | 3,246 | $270.3K | 0.00% | +5+0.2% | Added |
| BAM Wealth Management, LLC | 3,309 | $275.4K | 0.21% | +3,309 | New |
| Peapack Gladstone Financial Corp | 3,415 | $284.0K | 0.00% | +88+2.6% | Added |
| Mirabella Financial Services LLP | 3,430 | $285.5K | 0.02% | +3,430 | New |
| Principal Securities, Inc. | 3,477 | $289.4K | 0.00% | +374+12.1% | Added |
| Kestra Advisory Services, LLC | 3,497 | $291.0K | 0.00% | +289+9.0% | Added |
| Keebeck Wealth Management, LLC | 3,611 | $300.5K | 0.04% | −809−18.3% | Reduced |
| Mackenzie Financial Corp | 3,644 | $303.3K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,696 | $307.6K | 0.00% | −216−5.5% | Reduced |
| Wedbush Securities Inc | 3,712 | $309.0K | 0.01% | +1,059+39.9% | Added |
| Freestone Grove Partners LP | 3,770 | $313.8K | 0.00% | +3,770 | New |
| Captrust Financial Advisors | 3,906 | $325.1K | 0.00% | +358+10.1% | Added |
| Ethic Inc. | 4,019 | $334.5K | 0.01% | −40−1.0% | Reduced |
| Canada Pension Plan Investment Board | 4,100 | $341.2K | 0.00% | +2,800+215.4% | Added |
| Vise Technologies, Inc. | 4,131 | $343.8K | 0.01% | +1,055+34.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,158 | $346.1K | 0.08% | +1,038+33.3% | Added |
| ORG Partners LLC | 4,182 | $347.9K | 0.06% | +4,140+9,857.1% | Added |
| Portside Wealth Group, LLC | 4,191 | $348.8K | 0.05% | +651+18.4% | Added |
| Neuberger Berman Group LLC | 4,348 | $361.9K | 0.00% | −207−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,348 | $361.9K | 0.00% | +22+0.5% | Added |
| Sowell Financial Services LLC | 4,355 | $362.5K | 0.01% | +174+4.2% | Added |
| FORA Capital, LLC | 4,380 | $364.5K | 0.06% | +904+26.0% | Added |
| STRS Ohio | 4,400 | $366.2K | 0.00% | −1,400−24.1% | Reduced |
| Great Lakes Advisors, LLC | 4,503 | $374.8K | 0.00% | −107,976−96.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,526 | $376.7K | 0.01% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 4,887 | $406.7K | 0.01% | −1,086−18.2% | Reduced |
| Hancock Whitney Corp | 4,926 | $410.0K | 0.01% | +20.0% | Added |
| Xponance, Inc. | 4,953 | $412.2K | 0.00% | +36+0.7% | Added |
| SageView Advisory Group, LLC | 5,178 | $431.0K | 0.01% | +39+0.8% | Added |
| Green Square Capital Advisors LLC | 4,650 | $434.7K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,240 | $436.1K | 0.00% | −400−7.1% | Reduced |
| Whalen Wealth Management Inc. | 5,301 | $441.2K | 0.26% | +546+11.5% | Added |
| Axq Capital, LP | 5,411 | $450.4K | 0.17% | +2,296+73.7% | Added |
| Groupama Asset Managment | – | $460.8K | 0.01% | – | – |
| Public Employees Retirement Association of Colorado | 5,590 | $465.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,690 | $474.0K | 0.03% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,769 | $480.2K | 0.03% | +153+2.7% | Added |
| Virtus ETF Advisers LLC | 5,913 | $492.1K | 0.27% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 5,926 | $493.2K | 0.24% | +34+0.6% | Added |
| Evergreen Capital Management LLC | 6,007 | $500.0K | 0.01% | +1,694+39.3% | Added |
| Quadrant Capital Group LLC | 6,179 | $514.3K | 0.02% | −68−1.1% | Reduced |
| Horizon Investments, LLC | 6,216 | $517.4K | 0.01% | +1,346+27.6% | Added |
| CIBC Bancorp USA Inc. | 6,236 | $519.0K | 0.00% | +6,236 | New |
| Gibbs Wealth Management | 6,251 | $520.3K | 0.12% | −959−13.3% | Reduced |
| Atria Investments LLC | 6,284 | $523.0K | 0.01% | −2,508−28.5% | Reduced |
| Significant Wealth Partners LLC | 6,515 | $542.2K | 0.26% | +1,617+33.0% | Added |
| Mutual of America Capital Management LLC | 6,634 | $552.1K | 0.01% | −958−12.6% | Reduced |
| Henshaw Capital LLC | 6,674 | $555.5K | 0.02% | −2,473−27.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,848 | $570.0K | 0.09% | −87,118−92.7% | Reduced |
| Brookstone Capital Management | 6,892 | $573.6K | 0.01% | +6,892 | New |
| Schonfeld Strategic Advisors LLC | 6,902 | $574.5K | 0.00% | +6,902 | New |
| Soltis Investment Advisors LLC | 7,503 | $624.5K | 0.04% | +22+0.3% | Added |
| QRG Capital Management, Inc. | 7,680 | $639.2K | 0.01% | −1,121−12.7% | Reduced |
| Silver Oak Securities, Inc | 7,712 | $641.9K | 0.05% | +4,196+119.3% | Added |
| Premier Fund Managers Ltd | 8,119 | $656.0K | 0.03% | +1,499+22.6% | Added |
| Capstone Investment Advisors, LLC | 7,925 | $659.6K | 0.01% | +4,996+170.6% | Added |
| Benjamin Edwards Inc | 7,934 | $660.3K | 0.01% | +1,147+16.9% | Added |
| Park Avenue Securities LLC | 8,017 | $667.0K | 0.01% | +1,615+25.2% | Added |
| Occudo Quantitative Strategies LP | 8,320 | $692.5K | 0.08% | +5,194+166.2% | Added |
| Blueshift Asset Management, LLC | 8,451 | $703.4K | 0.22% | +8,451 | New |
| Maryland State Retirement & Pension System | 8,513 | $708.5K | 0.01% | −8,856−51.0% | Reduced |
| Pictet Asset Management Holding SA | 8,618 | $717.3K | 0.00% | −462−5.1% | Reduced |
| Winnow Wealth LLC | 9,887 | $830.5K | 0.65% | +9,887 | New |