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 |
|---|---|---|---|---|---|
| American Capital Management Inc | 87,079 | $7.25M | 0.29% | −200.0% | Reduced |
| Millennium Management LLC | 89,631 | $7.46M | 0.01% | −216,188−70.7% | Reduced |
| Barclays PLC | 95,372 | $7.94M | 0.00% | −18,666−16.4% | Reduced |
| Verition Fund Management LLC | 99,150 | $8.25M | 0.05% | +78,350+376.7% | Added |
| Renaissance Group LLC | 99,378 | $8.27M | 0.31% | +33,125+50.0% | Added |
| Advisor Group Holdings, Inc. | 99,751 | $8.30M | 0.01% | +88,128+758.2% | Added |
| Impax Asset Management Group plc | 100,000 | $8.32M | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 104,550 | $8.70M | 0.23% | −1,969−1.8% | Reduced |
| Amundi | 108,005 | $9.00M | 0.00% | −6,214−5.4% | Reduced |
| Swiss National Bank | 114,500 | $9.53M | 0.01% | +1,600+1.4% | Added |
| California Public Employees Retirement System | 116,776 | $9.72M | 0.01% | −31,831−21.4% | Reduced |
| SEI Investments Co | 146,263 | $12.2M | 0.01% | −19,429−11.7% | Reduced |
| UBS Asset Management Americas Inc | 148,019 | $12.3M | 0.00% | −154,932−51.1% | Reduced |
| Axiom Investors LLC | 155,740 | $13.0M | 0.10% | +6,031+4.0% | Added |
| EULAV Asset Management | 158,000 | $13.2M | 0.31% | +41,000+35.0% | Added |
| RMB Capital Management, LLC | 159,632 | $13.3M | 0.24% | +11,153+7.5% | Added |
| Rhumbline Advisers | 165,691 | $13.8M | 0.01% | −1,952−1.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 165,730 | $13.8M | 0.71% | −10,002−5.7% | Reduced |
| Capital World Investors | 171,960 | $14.3M | 0.00% | +51,924+43.3% | Added |
| Adage Capital Partners GP, L.L.C. | 176,162 | $14.7M | 0.02% | +23,413+15.3% | Added |
| Legal & General Group Plc | 179,284 | $14.9M | 0.00% | −9,503−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 192,987 | $16.1M | 0.01% | −101,265−34.4% | Reduced |
| Bessemer Group Inc | 203,589 | $16.9M | 0.03% | +203,462+160,206.3% | Added |
| Ranger Investment Management, L.P. | 204,220 | $17.0M | 1.19% | −6,130−2.9% | Reduced |
| Frontier Capital Management Co LLC | 219,505 | $18.3M | 0.16% | +8,632+4.1% | Added |
| Fisher Asset Management, LLC | 221,609 | $18.4M | 0.01% | +6,164+2.9% | Added |
| Comerica Bank | 222,675 | $18.5M | 0.07% | −4,285−1.9% | Reduced |
| Public Sector Pension Investment Board | 230,947 | $19.2M | 0.07% | +29,454+14.6% | Added |
| Oberweis Asset Management Inc | 232,010 | $19.3M | 0.74% | +19,200+9.0% | Added |
| Toroso Investments, LLC | 269,044 | $22.4M | 0.10% | −2,941−1.1% | Reduced |
| Envestnet Asset Management Inc | 269,189 | $22.4M | 0.01% | +25,026+10.2% | Added |
| Emerald Advisers, LLC | 280,622 | $23.4M | 0.75% | −11,168−3.8% | Reduced |
| Fort Washington Investment Advisors Inc | 301,718 | $25.1M | 0.14% | +123,912+69.7% | Added |
| Ameriprise Financial Inc | 313,960 | $26.1M | 0.01% | −232,260−42.5% | Reduced |
| Walleye Capital LLC | 315,635 | $26.3M | 0.21% | +243,986+340.5% | Added |
| Principal Financial Group Inc | 317,118 | $26.4M | 0.01% | −8,296−2.5% | Reduced |
| Handelsbanken Fonder AB | 321,309 | $26.7M | 0.08% | +95,000+42.0% | Added |
| Manufacturers Life Insurance Company, The | 323,227 | $26.9M | 0.02% | −3,003−0.9% | Reduced |
| Two Sigma Investments, LP | 341,779 | $28.4M | 0.04% | −331,435−49.2% | Reduced |
| UBS Group AG | 357,851 | $29.8M | 0.01% | −62,396−14.8% | Reduced |
| Nomura Holdings Inc | 407,991 | $34.0M | 0.15% | +269,752+195.1% | Added |
| Bank of New York Mellon Corp | 413,762 | $34.4M | 0.01% | −14,322−3.3% | Reduced |
| Aristotle Capital Boston, LLC | 416,723 | $34.7M | 1.79% | −6,941−1.6% | Reduced |
| Two Sigma Advisers, LP | 416,800 | $34.7M | 0.07% | −311,500−42.8% | Reduced |
| Nuveen, LLC | 426,984 | $35.5M | 0.01% | −7,662−1.8% | Reduced |
| Loomis Sayles & Co L P | 447,381 | $37.2M | 0.04% | −346,331−43.6% | Reduced |
| Wells Fargo & Company | 460,244 | $38.3M | 0.01% | +68,053+17.4% | Added |
| Voya Investment Management LLC | 489,504 | $40.7M | 0.04% | +179,401+57.9% | Added |
| Standard Life Aberdeen plc | 518,663 | $43.2M | 0.07% | −53,548−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 562,638 | $46.8M | 0.09% | +64,198+12.9% | Added |
| Raymond James Financial Inc | 566,826 | $47.2M | 0.02% | +7,761+1.4% | Added |
| ArrowMark Colorado Holdings LLC | 622,116 | $51.8M | 0.96% | −27,942−4.3% | Reduced |
| Bank of America Corp | 630,522 | $52.5M | 0.00% | +12,366+2.0% | Added |
| Price T Rowe Associates Inc | 640,847 | $53.3M | 0.01% | −91,497−12.5% | Reduced |
| Charles Schwab Investment Management Inc | 667,398 | $55.5M | 0.01% | −30,222−4.3% | Reduced |
| Congress Asset Management Co | 672,901 | $56.0M | 0.37% | +37,812+6.0% | Added |
| Northern Trust Corp | 711,017 | $59.2M | 0.01% | −9,305−1.3% | Reduced |
| Invesco Ltd. | 714,358 | $59.5M | 0.01% | −867,655−54.8% | Reduced |
| Thrivent Financial for Lutherans | 750,066 | $62.4M | 0.12% | +536,072+250.5% | Added |
| Goldman Sachs Group Inc | 789,356 | $65.7M | 0.01% | +32,440+4.3% | Added |
| Franklin Resources Inc | 841,334 | $70.0M | 0.02% | −43,273−4.9% | Reduced |
| William Blair Investment Management, LLC | 863,996 | $71.9M | 0.19% | +124,396+16.8% | Added |
| Greenhouse Funds LLLP | 871,927 | $72.6M | 2.82% | +284,015+48.3% | Added |
| Westwood Holdings Group Inc. | 878,398 | $73.1M | 0.52% | +109,428+14.2% | Added |
| JPMorgan Chase & Co | 917,122 | $76.3M | 0.00% | +64,920+7.6% | Added |
| Morgan Stanley | 969,873 | $80.7M | 0.00% | −32,994−3.3% | Reduced |
| Royal Bank of Canada | 1,027,383 | $85.5M | 0.02% | −35,871−3.4% | Reduced |
| Citadel Advisors LLC | 1,176,801 | $97.9M | 0.08% | −172,248−12.8% | Reduced |
| Dimensional Fund Advisors LP | 1,177,862 | $98.0M | 0.02% | +68,711+6.2% | Added |
| Wellington Management Group LLP | 1,240,509 | $103.2M | 0.02% | +980,823+377.7% | Added |
| Macquarie Group Ltd | 1,331,579 | $110.8M | 0.13% | −124,745−8.6% | Reduced |
| Geode Capital Management, LLC | 1,451,951 | $120.9M | 0.01% | +14,554+1.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,610,214 | $134.0M | 1.79% | +230,806+16.7% | Added |
| FMR LLC | 1,620,839 | $134.9M | 0.01% | −920,379−36.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,843,114 | $153.4M | 0.52% | +23,736+1.3% | Added |
| Conestoga Capital Advisors, LLC | 2,185,265 | $181.9M | 2.92% | −26,324−1.2% | Reduced |
| State Street Corp | 2,198,589 | $183.0M | 0.01% | −19,843−0.9% | Reduced |
| Vanguard Group Inc | 6,643,438 | $552.9M | 0.01% | −185,798−2.7% | Reduced |
| BlackRock, Inc. | 8,700,335 | $724.1M | 0.01% | −14,872−0.2% | Reduced |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −392,783−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −383,272−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −78,243−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −27,981−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −24,350−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −18,264−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −14,903−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,878−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −8,234−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,882−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |