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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 6,216 | $517.4K | 0.01% | +1,346+27.6% | Added |
| Quadrant Capital Group LLC | 6,179 | $514.3K | 0.02% | −68−1.1% | Reduced |
| Evergreen Capital Management LLC | 6,007 | $500.0K | 0.01% | +1,694+39.3% | Added |
| CWC Advisors, LLC. | 5,926 | $493.2K | 0.24% | +34+0.6% | Added |
| Virtus ETF Advisers LLC | 5,913 | $492.1K | 0.27% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,769 | $480.2K | 0.03% | +153+2.7% | Added |
| Everence Capital Management Inc | 5,690 | $474.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,590 | $465.0K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $460.8K | 0.01% | – | – |
| Axq Capital, LP | 5,411 | $450.4K | 0.17% | +2,296+73.7% | Added |
| Whalen Wealth Management Inc. | 5,301 | $441.2K | 0.26% | +546+11.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,240 | $436.1K | 0.00% | −400−7.1% | Reduced |
| Green Square Capital Advisors LLC | 4,650 | $434.7K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,178 | $431.0K | 0.01% | +39+0.8% | Added |
| Xponance, Inc. | 4,953 | $412.2K | 0.00% | +36+0.7% | Added |
| Hancock Whitney Corp | 4,926 | $410.0K | 0.01% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 4,887 | $406.7K | 0.01% | −1,086−18.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,526 | $376.7K | 0.01% | +20.0% | Added |
| Great Lakes Advisors, LLC | 4,503 | $374.8K | 0.00% | −107,976−96.0% | Reduced |
| STRS Ohio | 4,400 | $366.2K | 0.00% | −1,400−24.1% | Reduced |
| FORA Capital, LLC | 4,380 | $364.5K | 0.06% | +904+26.0% | Added |
| Sowell Financial Services LLC | 4,355 | $362.5K | 0.01% | +174+4.2% | 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 |
| Portside Wealth Group, LLC | 4,191 | $348.8K | 0.05% | +651+18.4% | Added |
| ORG Partners LLC | 4,182 | $347.9K | 0.06% | +4,140+9,857.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,158 | $346.1K | 0.08% | +1,038+33.3% | Added |
| Vise Technologies, Inc. | 4,131 | $343.8K | 0.01% | +1,055+34.3% | Added |
| Canada Pension Plan Investment Board | 4,100 | $341.2K | 0.00% | +2,800+215.4% | Added |
| Ethic Inc. | 4,019 | $334.5K | 0.01% | −40−1.0% | Reduced |
| Captrust Financial Advisors | 3,906 | $325.1K | 0.00% | +358+10.1% | Added |
| Freestone Grove Partners LP | 3,770 | $313.8K | 0.00% | +3,770 | New |
| Wedbush Securities Inc | 3,712 | $309.0K | 0.01% | +1,059+39.9% | Added |
| Lido Advisors, LLC | 3,696 | $307.6K | 0.00% | −216−5.5% | Reduced |
| Mackenzie Financial Corp | 3,644 | $303.3K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,611 | $300.5K | 0.04% | −809−18.3% | Reduced |
| Kestra Advisory Services, LLC | 3,497 | $291.0K | 0.00% | +289+9.0% | Added |
| Principal Securities, Inc. | 3,477 | $289.4K | 0.00% | +374+12.1% | Added |
| Mirabella Financial Services LLP | 3,430 | $285.5K | 0.02% | +3,430 | New |
| Peapack Gladstone Financial Corp | 3,415 | $284.0K | 0.00% | +88+2.6% | Added |
| BAM Wealth Management, LLC | 3,309 | $275.4K | 0.21% | +3,309 | New |
| JustInvest LLC | 3,246 | $270.3K | 0.00% | +5+0.2% | Added |
| RSM US Wealth Management LLC | 3,194 | $265.8K | 0.00% | +22+0.7% | Added |
| PharVision Advisers, LLC | 3,189 | $265.4K | 0.15% | +3,189 | New |
| CI Private Wealth, LLC | 3,166 | $263.5K | 0.00% | −2,464−43.8% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $249.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,992 | $249.0K | 0.00% | +2,992 | New |
| Guardian Asset Advisors, LLC | 2,989 | $248.8K | 0.13% | −453−13.2% | Reduced |
| US Bancorp | 2,955 | $245.9K | 0.00% | −241−7.5% | Reduced |
| Jump Financial, LLC | 2,935 | $244.3K | 0.00% | −6,821−69.9% | Reduced |
| EntryPoint Capital, LLC | 2,930 | $243.9K | 0.09% | +228+8.4% | Added |
| MeadowBrook Investment Advisors LLC | 2,917 | $242.8K | 0.21% | −70−2.3% | Reduced |
| Corton Capital Inc. | 2,899 | $241.3K | 0.59% | +20+0.7% | Added |
| XTX Topco Ltd | 2,843 | $236.6K | 0.01% | −2,933−50.8% | Reduced |
| New Age Alpha Advisors, LLC | 2,819 | $234.6K | 0.01% | −65−2.3% | Reduced |
| ZWJ Investment Counsel Inc | 2,804 | $233.4K | 0.01% | +579+26.0% | Added |
| Profund Advisors LLC | 2,756 | $229.4K | 0.01% | −176−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 2,740 | $228.1K | 0.00% | +2,740 | New |
| Graham Capital Management, L.P. | 2,689 | $223.8K | 0.01% | +2,689 | New |
| Cerity Partners LLC | 2,625 | $218.4K | 0.00% | −394−13.1% | Reduced |
| R Squared Ltd | 2,617 | $217.8K | 0.09% | +2,617 | New |
| Hohimer Wealth Management, LLC | 2,615 | $217.6K | 0.03% | +2,615 | New |
| Sequoia Financial Advisors, LLC | 2,600 | $216.4K | 0.00% | +60+2.4% | Added |
| Mercer Global Advisors Inc | 2,588 | $215.4K | 0.00% | −387−13.0% | Reduced |
| Shell Asset Management Co | 2,585 | $215.0K | 0.02% | −3,136−54.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,547 | $212.0K | 0.01% | −1,084−29.9% | Reduced |
| Mariner, LLC | 2,544 | $211.7K | 0.00% | −2,823−52.6% | Reduced |
| Norden Group LLC | 2,536 | $211.1K | 0.02% | +137+5.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,521 | $209.8K | 0.00% | +2,521 | New |
| Marco Investment Management LLC | 2,500 | $208.1K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,300 | $191.4K | 0.02% | +720+45.6% | Added |
| Hilltop National Bank | 2,119 | $176.4K | 0.04% | +169+8.7% | Added |
| CWM, LLC | 2,072 | $172.0K | 0.00% | +237+12.9% | Added |
| Archer Investment Corp | 1,983 | $165.0K | 0.04% | +83+4.4% | Added |
| Tower Research Capital LLC (TRC) | 1,911 | $159.1K | 0.00% | −5,183−73.1% | Reduced |
| ISAM Funds (UK) Ltd | 1,712 | $142.5K | 0.03% | +1,712 | New |
| State of Wyoming | 1,709 | $142.2K | 0.02% | −20−1.2% | Reduced |
| KBC Group NV | 1,668 | $139.0K | 0.00% | +349+26.5% | Added |
| Ronald Blue Trust, Inc. | 1,669 | $138.9K | 0.00% | +22+1.3% | Added |
| Smartleaf Asset Management LLC | 1,663 | $134.5K | 0.01% | +371+28.7% | Added |
| TD Private Client Wealth LLC | 1,423 | $118.4K | 0.00% | −793−35.8% | Reduced |
| Fifth Third Bancorp | 1,337 | $111.3K | 0.00% | −16−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,283 | $106.8K | 0.00% | +361+39.2% | Added |
| Globeflex Capital L P | 1,257 | $104.6K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,165 | $97.0K | 0.00% | −575−33.0% | Reduced |
| Quest Partners LLC | 1,114 | $92.7K | 0.01% | +48+4.5% | Added |
| Palouse Capital Management, Inc. | 1,076 | $89.6K | 0.06% | +232+27.5% | Added |
| Anfield Capital Management, LLC | 1,000 | $83.2K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 950 | $79.1K | 0.00% | −347−26.8% | Reduced |
| First Horizon Corp | 933 | $77.7K | 0.00% | +933 | New |
| National Bank of Canada | 768 | $63.9K | 0.00% | −10−1.3% | Reduced |
| Huntington National Bank | 685 | $57.0K | 0.00% | −400−36.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 672 | $56.0K | 0.00% | −28−4.0% | Reduced |
| DekaBank Deutsche Girozentrale | 592 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 526 | $43.8K | 0.01% | +342+185.9% | Added |
| Danske Bank A/S | 500 | $41.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 441 | $37.1K | 0.00% | +441 | New |
| Parallel Advisors, LLC | 442 | $36.8K | 0.00% | +16+3.8% | Added |
| Harbour Investments, Inc. | 432 | $36.0K | 0.00% | −193−30.9% | Reduced |
| Sterling Capital Management LLC | 419 | $34.9K | 0.00% | +176+72.4% | Added |