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 |
|---|---|---|---|---|---|
| Globeflex Capital L P | 1,257 | $110.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,266 | $111.6K | 0.00% | −71−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,275 | $112.4K | 0.01% | +1,275 | New |
| EverSource Wealth Advisors, LLC | 1,335 | $117.7K | 0.00% | +52+4.1% | Added |
| GAMMA Investing LLC | 1,383 | $121.9K | 0.01% | +433+45.6% | Added |
| Eurizon Capital SGR S.p.A. | 1,434 | $126.8K | 0.00% | +1,434 | New |
| KBC Group NV | 1,668 | $147.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,709 | $150.6K | 0.01% | −1,110−39.4% | Reduced |
| Archer Investment Corp | 1,756 | $154.8K | 0.03% | −227−11.4% | Reduced |
| State of Wyoming | 1,756 | $154.8K | 0.02% | +47+2.8% | Added |
| Smartleaf Asset Management LLC | 1,780 | $157.6K | 0.01% | +117+7.0% | Added |
| Ronald Blue Trust, Inc. | 1,853 | $163.3K | 0.00% | +184+11.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $176.4K | 0.01% | +2,000 | New |
| CWM, LLC | 2,103 | $185.0K | 0.00% | +31+1.5% | Added |
| Hilltop National Bank | 2,119 | $186.8K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,237 | $197.2K | 0.02% | −63−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,275 | $200.5K | 0.00% | +2,275 | New |
| Dakota Wealth Management | 2,302 | $202.9K | 0.00% | +2,302 | New |
| TD Private Client Wealth LLC | 2,362 | $208.2K | 0.00% | +939+66.0% | Added |
| Angeles Wealth Management, LLC | 2,451 | $216.0K | 0.01% | +2,451 | New |
| PharVision Advisers, LLC | 2,467 | $217.4K | 0.11% | −722−22.6% | Reduced |
| Marco Investment Management LLC | 2,500 | $220.3K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,533 | $223.3K | 0.17% | +2,533 | New |
| ZWJ Investment Counsel Inc | 2,600 | $229.2K | 0.01% | −204−7.3% | Reduced |
| Hohimer Wealth Management, LLC | 2,618 | $230.8K | 0.03% | +3+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,692 | $237.0K | 0.00% | +2,692 | New |
| Graetz Wealth LLC | 2,712 | $239.0K | 0.22% | +2,712 | New |
| Wealth Enhancement Advisory Services, LLC | 2,609 | $242.7K | 0.00% | +2,609 | New |
| MeadowBrook Investment Advisors LLC | 2,902 | $255.8K | 0.22% | −15−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,975 | $262.2K | 0.04% | +2,975 | New |
| Guardian Asset Advisors, LLC | 2,989 | $263.5K | 0.14% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 3,000 | $264.4K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,048 | $268.7K | 0.30% | −3,467−53.2% | Reduced |
| FORA Capital, LLC | 3,050 | $268.8K | 0.03% | −1,330−30.4% | Reduced |
| US Bancorp | 3,138 | $276.6K | 0.00% | +183+6.2% | Added |
| CI Private Wealth, LLC | 3,156 | $278.3K | 0.00% | −10−0.3% | Reduced |
| Cerity Partners LLC | 3,177 | $280.0K | 0.00% | +552+21.0% | Added |
| RSM US Wealth Management LLC | 3,182 | $281.8K | 0.00% | −12−0.4% | Reduced |
| MOKAN Wealth Management Inc. | 3,221 | $283.8K | 0.13% | +3,221 | New |
| Tower Research Capital LLC (TRC) | 3,281 | $289.2K | 0.01% | +1,370+71.7% | Added |
| Norden Group LLC | 3,291 | $290.1K | 0.03% | +755+29.8% | Added |
| Graham Capital Management, L.P. | 3,324 | $293.0K | 0.01% | +635+23.6% | Added |
| CIBC Asset Management Inc | 3,333 | $293.8K | 0.00% | +3,333 | New |
| Ensign Peak Advisors, Inc | 3,344 | $294.7K | 0.00% | −8,100−70.8% | Reduced |
| Mariner, LLC | 3,389 | $298.7K | 0.00% | +845+33.2% | Added |
| Mercer Global Advisors Inc | 3,540 | $312.0K | 0.00% | +952+36.8% | Added |
| Kestra Advisory Services, LLC | 3,552 | $313.0K | 0.00% | +55+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,580 | $315.5K | 0.00% | −1,660−31.7% | Reduced |
| Principal Securities, Inc. | 3,590 | $316.4K | 0.00% | +113+3.2% | Added |
| Occudo Quantitative Strategies LP | 3,648 | $321.5K | 0.02% | −4,672−56.2% | Reduced |
| Lido Advisors, LLC | 3,836 | $323.9K | 0.00% | +140+3.8% | Added |
| JustInvest LLC | 3,684 | $324.7K | 0.00% | +438+13.5% | Added |
| Mackenzie Financial Corp | 3,687 | $325.9K | 0.00% | +43+1.2% | Added |
| Headlands Technologies LLC | 3,701 | $326.2K | 0.03% | +3,701 | New |
| BAM Wealth Management, LLC | 3,749 | $330.4K | 0.24% | +440+13.3% | Added |
| CIBC World Markets Corp | 3,870 | $341.1K | 0.00% | +3,870 | New |
| Oakmont Advisory Group, LLC | 3,975 | $350.4K | 0.37% | +3,975 | New |
| Wedbush Securities Inc | 3,983 | $351.0K | 0.01% | +271+7.3% | Added |
| Sequoia Financial Advisors, LLC | 4,101 | $361.5K | 0.00% | +1,501+57.7% | Added |
| Ethic Inc. | 4,324 | $381.1K | 0.01% | +305+7.6% | Added |
| Profund Advisors LLC | 4,342 | $382.7K | 0.01% | +1,586+57.5% | Added |
| Vestmark Advisory Solutions, Inc. | 4,350 | $383.4K | 0.01% | +1,829+72.6% | Added |
| Nisa Investment Advisors, LLC | 4,360 | $384.3K | 0.00% | +12+0.3% | Added |
| STRS Ohio | 4,400 | $387.8K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,433 | $390.7K | 0.00% | +85+2.0% | Added |
| Sowell Financial Services LLC | 4,442 | $391.5K | 0.01% | +87+2.0% | Added |
| Crossmark Global Holdings, Inc. | 4,633 | $408.4K | 0.01% | +107+2.4% | Added |
| Xponance, Inc. | 4,694 | $413.7K | 0.00% | −259−5.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,749 | $418.6K | 0.01% | −138−2.8% | Reduced |
| Vestcor Inc | 4,766 | $420.0K | 0.01% | −6,677−58.4% | Reduced |
| Armistice Capital, LLC | 4,796 | $422.7K | 0.01% | +4,796 | New |
| Jackson Creek Investment Advisors LLC | 4,817 | $425.0K | 0.13% | +4,817 | New |
| Swiss Life Asset Management Ltd | 4,959 | $437.1K | 0.00% | +2,219+81.0% | Added |
| Captrust Financial Advisors | 5,008 | $441.4K | 0.00% | +1,102+28.2% | Added |
| Hancock Whitney Corp | 5,008 | $441.4K | 0.01% | +82+1.7% | Added |
| Great Lakes Advisors, LLC | 5,074 | $447.2K | 0.00% | +571+12.7% | Added |
| Evergreen Capital Management LLC | 5,111 | $450.5K | 0.01% | −896−14.9% | Reduced |
| SageView Advisory Group, LLC | 5,135 | $452.6K | 0.02% | −43−0.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,345 | $471.1K | 0.05% | +1,734+48.0% | Added |
| Public Employees Retirement Association of Colorado | 5,590 | $493.0K | 0.00% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 5,650 | $498.0K | 0.27% | +349+6.6% | Added |
| Everence Capital Management Inc | 5,690 | $502.0K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,706 | $502.9K | 0.07% | +1,515+36.1% | Added |
| CWC Advisors, LLC. | 5,839 | $514.6K | 0.25% | −87−1.5% | Reduced |
| Quantinno Capital Management LP | 5,865 | $516.9K | 0.00% | +2,873+96.0% | Added |
| Virtus ETF Advisers LLC | 5,913 | $521.2K | 0.25% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,930 | $522.7K | 0.03% | +161+2.8% | Added |
| Quadrant Capital Group LLC | 5,988 | $527.8K | 0.02% | −191−3.1% | Reduced |
| First Trust Advisors LP | 6,201 | $546.6K | 0.00% | −8,090−56.6% | Reduced |
| Vise Technologies, Inc. | 6,245 | $550.4K | 0.01% | +2,114+51.2% | Added |
| Two Sigma Securities, LLC | 6,665 | $587.5K | 0.08% | +6,665 | New |
| Mutual of America Capital Management LLC | 6,776 | $597.2K | 0.01% | +142+2.1% | Added |
| Gibbs Wealth Management | 6,946 | $600.0K | 0.15% | +695+11.1% | Added |
| Premier Fund Managers Ltd | 6,845 | $606.0K | 0.03% | −1,274−15.7% | Reduced |
| ORG Partners LLC | 7,030 | $619.5K | 0.11% | +2,848+68.1% | Added |
| ExodusPoint Capital Management, LP | 7,154 | $630.6K | 0.01% | +7,154 | New |
| Horizon Investments, LLC | 7,213 | $635.8K | 0.01% | +997+16.0% | Added |
| Soltis Investment Advisors LLC | 7,406 | $652.7K | 0.04% | −97−1.3% | Reduced |
| Brookstone Capital Management | 7,408 | $652.9K | 0.01% | +516+7.5% | Added |
| Atria Investments LLC | 8,110 | $714.8K | 0.01% | +1,826+29.1% | Added |