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, Q4 2025
Institutional positions in Merit Medical Systems Inc as of Dec 31, 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
- 390
- +19 vs. Q3 2025
- Shares held
- 62.2M
- +1.76M (+2.9%) vs. Q3 2025
- Total value
- $5.48B
- +$451.3M (+9.0%) vs. Q3 2025
- New holders
- 65
- 172 more added
- Sold out
- 46
- 115 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,703,375 | $767.1M | 0.01% | +3,0400.0% | Added |
| Vanguard Group Inc | 6,582,018 | $580.1M | 0.01% | −61,420−0.9% | Reduced |
| State Street Corp | 2,231,048 | $196.6M | 0.01% | +32,459+1.5% | Added |
| Conestoga Capital Advisors, LLC | 2,086,483 | $183.9M | 3.09% | −98,782−4.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,077,796 | $183.1M | 0.62% | +234,682+12.7% | Added |
| FMR LLC | 1,771,579 | $156.1M | 0.01% | +150,740+9.3% | Added |
| Geode Capital Management, LLC | 1,453,772 | $128.2M | 0.01% | +1,821+0.1% | Added |
| Wellington Management Group LLP | 1,327,013 | $117.0M | 0.02% | +86,504+7.0% | Added |
| Dimensional Fund Advisors LP | 1,225,013 | $108.0M | 0.02% | +47,151+4.0% | Added |
| Nomura Asset Management International Inc. | 1,146,304 | $101.0M | 0.15% | +1,146,304 | New |
| Morgan Stanley | 1,140,390 | $100.5M | 0.01% | +170,517+17.6% | Added |
| Citadel Advisors LLC | 1,093,607 | $96.4M | 0.07% | −83,194−7.1% | Reduced |
| Citigroup Inc | 1,059,169 | $93.4M | 0.06% | +1,035,584+4,390.9% | Added |
| Royal Bank of Canada | 966,335 | $85.2M | 0.01% | −61,048−5.9% | Reduced |
| Goldman Sachs Group Inc | 948,079 | $83.6M | 0.01% | +158,723+20.1% | Added |
| William Blair Investment Management, LLC | 874,859 | $77.1M | 0.22% | +10,863+1.3% | Added |
| Greenhouse Funds LLLP | 867,227 | $76.4M | 2.95% | −4,700−0.5% | Reduced |
| Norges Bank | 861,781 | $76.0M | 0.01% | +861,781 | New |
| Congress Asset Management Co | 857,639 | $75.6M | 0.53% | +184,738+27.5% | Added |
| Westwood Holdings Group Inc. | 826,214 | $72.8M | 0.59% | −52,184−5.9% | Reduced |
| JPMorgan Chase & Co | 769,685 | $67.8M | 0.00% | −147,437−16.1% | Reduced |
| Bank of America Corp | 733,166 | $64.6M | 0.00% | +102,644+16.3% | Added |
| Thrivent Financial for Lutherans | 732,904 | $64.6M | 0.11% | −17,162−2.3% | Reduced |
| Northern Trust Corp | 680,238 | $60.0M | 0.01% | −30,779−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 672,222 | $59.2M | 0.01% | +4,824+0.7% | Added |
| Price T Rowe Associates Inc | 644,863 | $56.8M | 0.01% | +4,016+0.6% | Added |
| Walleye Capital LLC | 559,811 | $49.3M | 0.28% | +244,176+77.4% | Added |
| Wells Fargo & Company | 529,401 | $46.7M | 0.01% | +69,157+15.0% | Added |
| Invesco Ltd. | 492,687 | $43.4M | 0.00% | −221,671−31.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 486,166 | $42.9M | 0.46% | −1,124,048−69.8% | Reduced |
| Nuveen, LLC | 481,879 | $42.5M | 0.01% | +54,895+12.9% | Added |
| Voya Investment Management LLC | 478,870 | $42.2M | 0.04% | −10,634−2.2% | Reduced |
| Standard Life Aberdeen plc | 473,895 | $41.8M | 0.06% | −44,768−8.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 457,432 | $40.3M | 0.89% | −164,684−26.5% | Reduced |
| Raymond James Financial Inc | 441,789 | $39.0M | 0.01% | −125,037−22.1% | Reduced |
| Point72 Asset Management, L.P. | 436,531 | $38.5M | 0.06% | +436,531 | New |
| Rockefeller Capital Management L.P. | 435,587 | $38.4M | 0.07% | −127,051−22.6% | Reduced |
| Franklin Resources Inc | 417,716 | $36.8M | 0.01% | −423,618−50.4% | Reduced |
| Nomura Holdings Inc | 414,928 | $36.6M | 0.10% | +6,937+1.7% | Added |
| Bank of New York Mellon Corp | 401,703 | $35.4M | 0.01% | −12,059−2.9% | Reduced |
| UBS Group AG | 395,557 | $34.9M | 0.01% | +37,706+10.5% | Added |
| Iron Triangle Partners LP | 385,660 | $34.0M | 3.89% | +385,660 | New |
| Two Sigma Investments, LP | 379,740 | $33.5M | 0.05% | +37,961+11.1% | Added |
| Aristotle Capital Boston, LLC | 377,861 | $33.3M | 1.83% | −38,862−9.3% | Reduced |
| Champlain Investment Partners, LLC | 367,130 | $32.4M | 0.33% | +367,130 | New |
| Principal Financial Group Inc | 331,604 | $29.2M | 0.01% | +14,486+4.6% | Added |
| Public Sector Pension Investment Board | 325,016 | $28.6M | 0.10% | +94,069+40.7% | Added |
| Fort Washington Investment Advisors Inc | 321,023 | $28.3M | 0.15% | +19,305+6.4% | Added |
| Bessemer Group Inc | 313,981 | $27.7M | 0.04% | +110,392+54.2% | Added |
| Two Sigma Advisers, LP | 310,100 | $27.3M | 0.05% | −106,700−25.6% | Reduced |
| Ameriprise Financial Inc | 300,765 | $26.5M | 0.01% | −13,195−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 299,605 | $26.4M | 0.02% | −23,622−7.3% | Reduced |
| Comerica Bank | 287,088 | $25.3M | 0.10% | +64,413+28.9% | Added |
| Oberweis Asset Management Inc | 268,760 | $23.7M | 0.87% | +36,750+15.8% | Added |
| Handelsbanken Fonder AB | 268,309 | $23.6M | 0.07% | −53,000−16.5% | Reduced |
| Envestnet Asset Management Inc | 247,841 | $21.8M | 0.01% | −21,348−7.9% | Reduced |
| Toroso Investments, LLC | 246,200 | $21.7M | 0.09% | −22,844−8.5% | Reduced |
| Emerald Advisers, LLC | 226,514 | $20.0M | 0.62% | −54,108−19.3% | Reduced |
| Frontier Capital Management Co LLC | 217,557 | $19.2M | 0.20% | −1,948−0.9% | Reduced |
| Assenagon Asset Management S.A. | 211,891 | $18.7M | 0.03% | +192,141+972.9% | Added |
| Fisher Asset Management, LLC | 205,003 | $18.1M | 0.01% | −16,606−7.5% | Reduced |
| Silvercrest Asset Management Group LLC | 204,016 | $18.0M | 0.12% | +204,016 | New |
| Ranger Investment Management, L.P. | 203,605 | $17.9M | 1.23% | −615−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 197,691 | $17.4M | 0.01% | +4,704+2.4% | Added |
| Adage Capital Partners GP, L.L.C. | 165,000 | $14.5M | 0.02% | −11,162−6.3% | Reduced |
| EULAV Asset Management | 158,000 | $13.9M | 0.37% | 00.0% | Unchanged |
| Rhumbline Advisers | 156,838 | $13.8M | 0.01% | −8,853−5.3% | Reduced |
| RMB Capital Management, LLC | 153,699 | $13.5M | 0.24% | −5,933−3.7% | Reduced |
| UBS Asset Management Americas Inc | 152,050 | $13.4M | 0.00% | +4,031+2.7% | Added |
| Legal & General Group Plc | 151,179 | $13.3M | 0.00% | −28,105−15.7% | Reduced |
| SEI Investments Co | 149,170 | $13.1M | 0.01% | +2,907+2.0% | Added |
| Marshall Wace, LLP | 146,511 | $12.9M | 0.01% | +114,341+355.4% | Added |
| Winton Group Ltd | 138,856 | $12.2M | 0.42% | +138,856 | New |
| Balyasny Asset Management LLC | 133,438 | $11.8M | 0.02% | +56,828+74.2% | Added |
| Renaissance Technologies LLC | 126,212 | $11.1M | 0.02% | +51,300+68.5% | Added |
| Axiom Investors LLC | 124,750 | $11.0M | 0.10% | −30,990−19.9% | Reduced |
| California Public Employees Retirement System | 118,183 | $10.4M | 0.01% | +1,407+1.2% | Added |
| Swiss National Bank | 116,800 | $10.3M | 0.01% | +2,300+2.0% | Added |
| Man Group plc | 116,088 | $10.2M | 0.02% | +46,343+66.4% | Added |
| Amundi | 109,072 | $9.61M | 0.00% | +1,067+1.0% | Added |
| Emerald Mutual Fund Advisers Trust | 105,651 | $9.31M | 0.45% | −60,079−36.3% | Reduced |
| Advisor Group Holdings, Inc. | 102,110 | $9.00M | 0.01% | +2,359+2.4% | Added |
| Impax Asset Management Group plc | 100,000 | $8.81M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 94,250 | $8.31M | 0.00% | −1,122−1.2% | Reduced |
| American Capital Management Inc | 93,083 | $8.20M | 0.36% | +6,004+6.9% | Added |
| Renaissance Group LLC | 92,391 | $8.14M | 0.33% | −6,987−7.0% | Reduced |
| Trillium Asset Management, LLC | 87,721 | $8.03M | 0.25% | −16,829−16.1% | Reduced |
| Bryn Mawr Trust Co | 84,388 | $7.44M | 0.17% | −916−1.1% | Reduced |
| Deutsche Bank AG | 81,162 | $7.15M | 0.00% | +1,949+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,218 | $6.63M | 0.02% | +75,218 | New |
| Jane Street Group, LLC | 74,652 | $6.58M | 0.01% | −4,470−5.6% | Reduced |
| New York State Teachers Retirement System | 72,812 | $6.42M | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 68,045 | $6.00M | 0.02% | +2,516+3.8% | Added |
| Alliancebernstein L.P. | 67,946 | $5.99M | 0.00% | −5,451−7.4% | Reduced |
| Public Employees Retirement System of Ohio | 67,396 | $5.94M | 0.02% | −3,544−5.0% | Reduced |
| Freestone Grove Partners LP | 65,035 | $5.73M | 0.04% | +61,265+1,625.1% | Added |
| Campbell & CO Investment Adviser LLC | 62,828 | $5.54M | 0.27% | +47,950+322.3% | Added |
| Trexquant Investment LP | 60,546 | $5.34M | 0.05% | +60,546 | New |
| LPL Financial LLC | 58,114 | $5.12M | 0.00% | −1,675−2.8% | Reduced |
| State of Wisconsin Investment Board | 57,904 | $5.10M | 0.01% | −23,010−28.4% | Reduced |