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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 400 | $33.3K | 0.00% | +3+0.8% | Added |
| Valued Wealth Advisors LLC | 386 | $32.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 337 | $28.4K | 0.00% | +72+27.2% | Added |
| IFP Advisors, Inc | 339 | $28.2K | 0.00% | +111+48.7% | Added |
| Harvest Fund Management Co., Ltd | 308 | $26.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 311 | $25.9K | 0.00% | +311 | New |
| Massmutual Trust Co FSB | 295 | $24.6K | 0.00% | −80−21.3% | Reduced |
| CIBC Private Wealth Group, LLC | 287 | $23.9K | 0.00% | +127+79.4% | Added |
| Caitong International Asset Management Co., Ltd | 284 | $23.6K | 0.02% | +284 | New |
| Optiver Holding B.V. | 281 | $23.4K | 0.00% | +248+751.5% | Added |
| OP Asset Management Ltd | 262 | $21.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 244 | $20.3K | 0.00% | +20+8.9% | Added |
| Federated Hermes, Inc. | 238 | $19.8K | 0.00% | +167+235.2% | Added |
| Aster Capital Management (DIFC) Ltd | 232 | $19.3K | 0.01% | +122+110.9% | Added |
| Parkside Financial Bank & Trust | 222 | $18.5K | 0.00% | −10−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 202 | $16.8K | 0.00% | +202 | New |
| GHP Investment Advisors, Inc. | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 190 | $15.8K | 0.00% | +190 | New |
| Northwestern Mutual Wealth Management Co | 190 | $15.8K | 0.00% | −33−14.8% | Reduced |
| Key Financial Inc | 172 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 142 | $11.8K | 0.00% | +9+6.8% | Added |
| Point72 (DIFC) Ltd | 137 | $11.4K | 0.00% | +137 | New |
| Covestor Ltd | 133 | $11.0K | 0.01% | +14+11.8% | Added |
| Crewe Advisors LLC | 129 | $10.7K | 0.00% | +129 | New |
| Wealthspire Advisors, LLC | 125 | $10.4K | 0.00% | +125 | New |
| WPG Advisers, LLC | 107 | $8.91K | 0.01% | −67−38.5% | Reduced |
| Jones Financial Companies LLLP | 104 | $8.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $8.32K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 89 | $7.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 81 | $7.00K | 0.00% | +64+376.5% | Added |
| Root Financial Partners, LLC | 81 | $6.74K | 0.00% | +81 | New |
| MAI Capital Management | 79 | $6.58K | 0.00% | −171−68.4% | Reduced |
| Bare Financial Services, Inc | 74 | $6.16K | 0.00% | −6−7.5% | Reduced |
| Harbor Capital Advisors, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $4.99K | 0.00% | −102−63.0% | Reduced |
| Allworth Financial LP | 59 | $4.91K | 0.00% | −2−3.3% | Reduced |
| Rothschild Investment LLC | 55 | $4.58K | 0.00% | −60−52.2% | Reduced |
| Global Retirement Partners, LLC | 53 | $4.41K | 0.00% | +2+3.9% | Added |
| LRI Investments, LLC | 51 | $4.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $3.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 41 | $3.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $3.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 37 | $3.08K | 0.00% | +37 | New |
| 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 |
| JFS Wealth Advisors, LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 31 | $2.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 26 | $2.16K | 0.00% | +13+100.0% | Added |
| Financial Network Wealth Advisors LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $1.67K | 0.00% | +20 | New |
| High Note Wealth, LLC | 20 | $1.67K | 0.00% | +20 | 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 |
| Westfuller Advisors, LLC | 17 | $1.41K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 14 | $1.17K | 0.00% | +2+16.7% | Added |
| Essential Partners LLC | 12 | $999 | 0.00% | +10+500.0% | Added |
| Rakuten Securities, Inc. | 12 | $999 | 0.00% | +12 | New |
| Creative Financial Designs Inc | 9 | $749 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $739 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $500 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $417 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $417 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $416 | 0.00% | +3+150.0% | Added |
| 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 |
| Advisory Services Network, LLC | 3 | $250 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $166 | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $83 | 0.00% | +1 | New |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| 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 |