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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 75,218 | $6.63M | 0.02% | +75,218 | New |
| Deutsche Bank AG | 81,162 | $7.15M | 0.00% | +1,949+2.5% | Added |
| Bryn Mawr Trust Co | 84,388 | $7.44M | 0.17% | −916−1.1% | Reduced |
| Trillium Asset Management, LLC | 87,721 | $8.03M | 0.25% | −16,829−16.1% | Reduced |
| Renaissance Group LLC | 92,391 | $8.14M | 0.33% | −6,987−7.0% | Reduced |
| American Capital Management Inc | 93,083 | $8.20M | 0.36% | +6,004+6.9% | Added |
| Barclays PLC | 94,250 | $8.31M | 0.00% | −1,122−1.2% | Reduced |
| Impax Asset Management Group plc | 100,000 | $8.81M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 102,110 | $9.00M | 0.01% | +2,359+2.4% | Added |
| Emerald Mutual Fund Advisers Trust | 105,651 | $9.31M | 0.45% | −60,079−36.3% | Reduced |
| Amundi | 109,072 | $9.61M | 0.00% | +1,067+1.0% | Added |
| Man Group plc | 116,088 | $10.2M | 0.02% | +46,343+66.4% | Added |
| Swiss National Bank | 116,800 | $10.3M | 0.01% | +2,300+2.0% | Added |
| California Public Employees Retirement System | 118,183 | $10.4M | 0.01% | +1,407+1.2% | Added |
| Axiom Investors LLC | 124,750 | $11.0M | 0.10% | −30,990−19.9% | Reduced |
| Renaissance Technologies LLC | 126,212 | $11.1M | 0.02% | +51,300+68.5% | Added |
| Balyasny Asset Management LLC | 133,438 | $11.8M | 0.02% | +56,828+74.2% | Added |
| Winton Group Ltd | 138,856 | $12.2M | 0.42% | +138,856 | New |
| Marshall Wace, LLP | 146,511 | $12.9M | 0.01% | +114,341+355.4% | Added |
| SEI Investments Co | 149,170 | $13.1M | 0.01% | +2,907+2.0% | Added |
| Legal & General Group Plc | 151,179 | $13.3M | 0.00% | −28,105−15.7% | Reduced |
| UBS Asset Management Americas Inc | 152,050 | $13.4M | 0.00% | +4,031+2.7% | Added |
| RMB Capital Management, LLC | 153,699 | $13.5M | 0.24% | −5,933−3.7% | Reduced |
| Rhumbline Advisers | 156,838 | $13.8M | 0.01% | −8,853−5.3% | Reduced |
| EULAV Asset Management | 158,000 | $13.9M | 0.37% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 165,000 | $14.5M | 0.02% | −11,162−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 197,691 | $17.4M | 0.01% | +4,704+2.4% | Added |
| Ranger Investment Management, L.P. | 203,605 | $17.9M | 1.23% | −615−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 204,016 | $18.0M | 0.12% | +204,016 | New |
| Fisher Asset Management, LLC | 205,003 | $18.1M | 0.01% | −16,606−7.5% | Reduced |
| Assenagon Asset Management S.A. | 211,891 | $18.7M | 0.03% | +192,141+972.9% | Added |
| Frontier Capital Management Co LLC | 217,557 | $19.2M | 0.20% | −1,948−0.9% | Reduced |
| Emerald Advisers, LLC | 226,514 | $20.0M | 0.62% | −54,108−19.3% | Reduced |
| Toroso Investments, LLC | 246,200 | $21.7M | 0.09% | −22,844−8.5% | Reduced |
| Envestnet Asset Management Inc | 247,841 | $21.8M | 0.01% | −21,348−7.9% | Reduced |
| Handelsbanken Fonder AB | 268,309 | $23.6M | 0.07% | −53,000−16.5% | Reduced |
| Oberweis Asset Management Inc | 268,760 | $23.7M | 0.87% | +36,750+15.8% | Added |
| Comerica Bank | 287,088 | $25.3M | 0.10% | +64,413+28.9% | Added |
| Manufacturers Life Insurance Company, The | 299,605 | $26.4M | 0.02% | −23,622−7.3% | Reduced |
| Ameriprise Financial Inc | 300,765 | $26.5M | 0.01% | −13,195−4.2% | Reduced |
| Two Sigma Advisers, LP | 310,100 | $27.3M | 0.05% | −106,700−25.6% | Reduced |
| Bessemer Group Inc | 313,981 | $27.7M | 0.04% | +110,392+54.2% | Added |
| Fort Washington Investment Advisors Inc | 321,023 | $28.3M | 0.15% | +19,305+6.4% | Added |
| Public Sector Pension Investment Board | 325,016 | $28.6M | 0.10% | +94,069+40.7% | Added |
| Principal Financial Group Inc | 331,604 | $29.2M | 0.01% | +14,486+4.6% | Added |
| Champlain Investment Partners, LLC | 367,130 | $32.4M | 0.33% | +367,130 | New |
| Aristotle Capital Boston, LLC | 377,861 | $33.3M | 1.83% | −38,862−9.3% | Reduced |
| Two Sigma Investments, LP | 379,740 | $33.5M | 0.05% | +37,961+11.1% | Added |
| Iron Triangle Partners LP | 385,660 | $34.0M | 3.89% | +385,660 | New |
| UBS Group AG | 395,557 | $34.9M | 0.01% | +37,706+10.5% | Added |
| Bank of New York Mellon Corp | 401,703 | $35.4M | 0.01% | −12,059−2.9% | Reduced |
| Nomura Holdings Inc | 414,928 | $36.6M | 0.10% | +6,937+1.7% | Added |
| Franklin Resources Inc | 417,716 | $36.8M | 0.01% | −423,618−50.4% | Reduced |
| Rockefeller Capital Management L.P. | 435,587 | $38.4M | 0.07% | −127,051−22.6% | Reduced |
| Point72 Asset Management, L.P. | 436,531 | $38.5M | 0.06% | +436,531 | New |
| Raymond James Financial Inc | 441,789 | $39.0M | 0.01% | −125,037−22.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 457,432 | $40.3M | 0.89% | −164,684−26.5% | Reduced |
| Standard Life Aberdeen plc | 473,895 | $41.8M | 0.06% | −44,768−8.6% | Reduced |
| Voya Investment Management LLC | 478,870 | $42.2M | 0.04% | −10,634−2.2% | Reduced |
| Nuveen, LLC | 481,879 | $42.5M | 0.01% | +54,895+12.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 486,166 | $42.9M | 0.46% | −1,124,048−69.8% | Reduced |
| Invesco Ltd. | 492,687 | $43.4M | 0.00% | −221,671−31.0% | Reduced |
| Wells Fargo & Company | 529,401 | $46.7M | 0.01% | +69,157+15.0% | Added |
| Walleye Capital LLC | 559,811 | $49.3M | 0.28% | +244,176+77.4% | Added |
| Price T Rowe Associates Inc | 644,863 | $56.8M | 0.01% | +4,016+0.6% | Added |
| Charles Schwab Investment Management Inc | 672,222 | $59.2M | 0.01% | +4,824+0.7% | Added |
| Northern Trust Corp | 680,238 | $60.0M | 0.01% | −30,779−4.3% | Reduced |
| Thrivent Financial for Lutherans | 732,904 | $64.6M | 0.11% | −17,162−2.3% | Reduced |
| Bank of America Corp | 733,166 | $64.6M | 0.00% | +102,644+16.3% | Added |
| JPMorgan Chase & Co | 769,685 | $67.8M | 0.00% | −147,437−16.1% | Reduced |
| Westwood Holdings Group Inc. | 826,214 | $72.8M | 0.59% | −52,184−5.9% | Reduced |
| Congress Asset Management Co | 857,639 | $75.6M | 0.53% | +184,738+27.5% | Added |
| Norges Bank | 861,781 | $76.0M | 0.01% | +861,781 | New |
| Greenhouse Funds LLLP | 867,227 | $76.4M | 2.95% | −4,700−0.5% | Reduced |
| William Blair Investment Management, LLC | 874,859 | $77.1M | 0.22% | +10,863+1.3% | Added |
| Goldman Sachs Group Inc | 948,079 | $83.6M | 0.01% | +158,723+20.1% | Added |
| Royal Bank of Canada | 966,335 | $85.2M | 0.01% | −61,048−5.9% | Reduced |
| Citigroup Inc | 1,059,169 | $93.4M | 0.06% | +1,035,584+4,390.9% | Added |
| Citadel Advisors LLC | 1,093,607 | $96.4M | 0.07% | −83,194−7.1% | Reduced |
| Morgan Stanley | 1,140,390 | $100.5M | 0.01% | +170,517+17.6% | Added |
| Nomura Asset Management International Inc. | 1,146,304 | $101.0M | 0.15% | +1,146,304 | New |
| Dimensional Fund Advisors LP | 1,225,013 | $108.0M | 0.02% | +47,151+4.0% | Added |
| Wellington Management Group LLP | 1,327,013 | $117.0M | 0.02% | +86,504+7.0% | Added |
| Geode Capital Management, LLC | 1,453,772 | $128.2M | 0.01% | +1,821+0.1% | Added |
| FMR LLC | 1,771,579 | $156.1M | 0.01% | +150,740+9.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,077,796 | $183.1M | 0.62% | +234,682+12.7% | Added |
| Conestoga Capital Advisors, LLC | 2,086,483 | $183.9M | 3.09% | −98,782−4.5% | Reduced |
| State Street Corp | 2,231,048 | $196.6M | 0.01% | +32,459+1.5% | Added |
| Vanguard Group Inc | 6,582,018 | $580.1M | 0.01% | −61,420−0.9% | Reduced |
| BlackRock, Inc. | 8,703,375 | $767.1M | 0.01% | +3,0400.0% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,331,579−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −447,381−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −171,960−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −66,400−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −32,259−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,662−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −25,379−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,775−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,426−100.0% | Sold out |