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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $109 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $176 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $353 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $353 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 4 | $353 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $441 | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 8 | $705 | 0.00% | +8 | New |
| Creative Financial Designs Inc | 9 | $793 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $793 | 0.00% | +5+125.0% | Added |
| Basecamp Wealth Advisors LLC | 9 | $793 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $794 | 0.00% | +2+28.6% | Added |
| Rialto Wealth Management, LLC | 10 | $882 | 0.00% | +8+400.0% | Added |
| Ankerstar Wealth, LLC | 11 | $970 | 0.00% | +11 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 15 | $1.32K | 0.00% | +1+7.1% | Added |
| Rossby Financial, LCC | 16 | $1.41K | 0.00% | +7+77.8% | Added |
| Westfuller Advisors, LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $1.50K | 0.00% | +5+41.7% | Added |
| Elyxium Wealth, LLC | 19 | $1.68K | 0.00% | +19 | New |
| Golden State Wealth Management, LLC | 23 | $2.03K | 0.00% | +23 | New |
| MAI Capital Management | 24 | $2.12K | 0.00% | −55−69.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $2.38K | 0.00% | +4+17.4% | Added |
| Wolff Wiese Magana LLC | 33 | $2.91K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $3.44K | 0.00% | +34+680.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $3.79K | 0.00% | +10+30.3% | Added |
| Assetmark, Inc | 45 | $3.97K | 0.00% | +19+73.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.98K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 48 | $4.23K | 0.00% | +11+29.7% | Added |
| High Note Wealth, LLC | 48 | $4.23K | 0.00% | +28+140.0% | Added |
| Sound Income Strategies, LLC | 53 | $4.36K | 0.00% | +53 | New |
| LRI Investments, LLC | 51 | $4.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 51 | $4.50K | 0.00% | +51 | New |
| Rothschild Investment LLC | 53 | $4.67K | 0.00% | −2−3.6% | Reduced |
| Central Trust Co | 54 | $4.76K | 0.00% | +7+14.9% | Added |
| Harbor Capital Advisors, Inc. | 62 | $5.00K | 0.00% | −1−1.6% | Reduced |
| Brown Brothers Harriman & Co | 71 | $6.26K | 0.00% | +71 | New |
| Chesapeake Asset Management LLC | 74 | $6.52K | 0.01% | +74 | New |
| Clearstead Advisors, LLC | 74 | $6.52K | 0.00% | +14+23.3% | Added |
| Versant Capital Management, Inc | 76 | $6.70K | 0.00% | +49+181.5% | Added |
| Signature Equity Partners, LLC | 77 | $6.79K | 0.00% | +77 | New |
| Godfrey Financial Associates, Inc. | 79 | $6.96K | 0.01% | +79 | New |
| Hantz Financial Services, Inc. | 82 | $7.00K | 0.00% | +1+1.2% | Added |
| Optiver Holding B.V. | 81 | $7.14K | 0.00% | −200−71.2% | Reduced |
| Kilter Group LLC | 86 | $7.58K | 0.00% | +80+1,333.3% | Added |
| Bare Financial Services, Inc | 90 | $7.93K | 0.00% | +16+21.6% | Added |
| Northwestern Mutual Wealth Management Co | 94 | $8.29K | 0.00% | −96−50.5% | Reduced |
| WPG Advisers, LLC | 101 | $8.90K | 0.01% | −6−5.6% | Reduced |
| Root Financial Partners, LLC | 104 | $9.17K | 0.00% | +23+28.4% | Added |
| Allworth Financial LP | 104 | $9.17K | 0.00% | +45+76.3% | Added |
| Jones Financial Companies LLLP | 106 | $9.34K | 0.00% | +2+1.9% | Added |
| Keating Financial Advisory Services, Inc. | 113 | $9.96K | 0.00% | +113 | New |
| Private Trust Co NA | 129 | $11.4K | 0.00% | +112+658.8% | Added |
| Elequin Capital LP | 146 | $12.9K | 0.00% | +146 | New |
| Crewe Advisors LLC | 148 | $13.0K | 0.00% | +19+14.7% | Added |
| Eastern Bank | 152 | $13.4K | 0.00% | +152 | New |
| Quarry LP | 167 | $14.7K | 0.00% | −359−68.3% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 210 | $18.5K | 0.00% | +8+4.0% | Added |
| Transamerica Financial Advisors, Inc. | 220 | $19.4K | 0.00% | +30+15.8% | Added |
| CIBC Private Wealth Group, LLC | 225 | $19.8K | 0.00% | −62−21.6% | Reduced |
| Signaturefd, LLC | 233 | $20.5K | 0.00% | +91+64.1% | Added |
| Parkside Financial Bank & Trust | 260 | $22.9K | 0.00% | +38+17.1% | Added |
| OP Asset Management Ltd | 262 | $23.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 298 | $24.7K | 0.00% | +298 | New |
| Farther Finance Advisors, LLC | 290 | $25.6K | 0.00% | −110−27.5% | Reduced |
| Harvest Fund Management Co., Ltd | 293 | $26.0K | 0.00% | −15−4.9% | Reduced |
| Maseco LLP | 299 | $26.4K | 0.00% | +299 | New |
| Umb Bank N A | 304 | $26.8K | 0.00% | +60+24.6% | Added |
| Massmutual Trust Co FSB | 309 | $27.2K | 0.00% | +14+4.7% | Added |
| IFP Advisors, Inc | 328 | $28.9K | 0.00% | −11−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 315 | $29.3K | 0.00% | −22−6.5% | Reduced |
| Federated Hermes, Inc. | 337 | $29.7K | 0.00% | +99+41.6% | Added |
| Valued Wealth Advisors LLC | 386 | $34.0K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 430 | $37.9K | 0.02% | +430 | New |
| Salomon & Ludwin, LLC | 424 | $37.9K | 0.00% | −17−3.9% | Reduced |
| Harbour Investments, Inc. | 435 | $38.3K | 0.00% | +3+0.7% | Added |
| Parallel Advisors, LLC | 445 | $39.2K | 0.00% | +3+0.7% | Added |
| Covestor Ltd | 469 | $41.0K | 0.02% | +336+252.6% | Added |
| Danske Bank A/S | 500 | $44.1K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 537 | $47.3K | 0.00% | +537 | New |
| DekaBank Deutsche Girozentrale | 592 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 569 | $50.2K | 0.00% | +516+973.6% | Added |
| Acadian Asset Management LLC | 647 | $57.0K | 0.00% | +647 | New |
| Huntington National Bank | 727 | $64.1K | 0.00% | +42+6.1% | Added |
| National Bank of Canada | 765 | $67.4K | 0.00% | −3−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 896 | $79.0K | 0.00% | +224+33.3% | Added |
| Kemnay Advisory Services Inc. | 936 | $82.5K | 0.01% | +936 | New |
| Anfield Capital Management, LLC | 1,000 | $88.1K | 0.03% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,013 | $89.3K | 0.06% | −63−5.9% | Reduced |
| First Horizon Corp | 1,117 | $98.5K | 0.00% | +184+19.7% | Added |
| Pacer Advisors, Inc. | 1,162 | $102.4K | 0.00% | −3−0.3% | Reduced |
| Quest Partners LLC | 1,208 | $106.5K | 0.01% | +94+8.4% | Added |