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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 6,245 | $550.4K | 0.01% | +2,114+51.2% | Added |
| First Trust Advisors LP | 6,201 | $546.6K | 0.00% | −8,090−56.6% | Reduced |
| Quadrant Capital Group LLC | 5,988 | $527.8K | 0.02% | −191−3.1% | Reduced |
| Smith Group Asset Management, LLC | 5,930 | $522.7K | 0.03% | +161+2.8% | Added |
| Virtus ETF Advisers LLC | 5,913 | $521.2K | 0.25% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,865 | $516.9K | 0.00% | +2,873+96.0% | Added |
| CWC Advisors, LLC. | 5,839 | $514.6K | 0.25% | −87−1.5% | Reduced |
| Portside Wealth Group, LLC | 5,706 | $502.9K | 0.07% | +1,515+36.1% | Added |
| Everence Capital Management Inc | 5,690 | $502.0K | 0.03% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 5,650 | $498.0K | 0.27% | +349+6.6% | Added |
| Public Employees Retirement Association of Colorado | 5,590 | $493.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,345 | $471.1K | 0.05% | +1,734+48.0% | Added |
| SageView Advisory Group, LLC | 5,135 | $452.6K | 0.02% | −43−0.8% | Reduced |
| Evergreen Capital Management LLC | 5,111 | $450.5K | 0.01% | −896−14.9% | Reduced |
| Great Lakes Advisors, LLC | 5,074 | $447.2K | 0.00% | +571+12.7% | Added |
| Hancock Whitney Corp | 5,008 | $441.4K | 0.01% | +82+1.7% | Added |
| Captrust Financial Advisors | 5,008 | $441.4K | 0.00% | +1,102+28.2% | Added |
| Swiss Life Asset Management Ltd | 4,959 | $437.1K | 0.00% | +2,219+81.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,817 | $425.0K | 0.13% | +4,817 | New |
| Armistice Capital, LLC | 4,796 | $422.7K | 0.01% | +4,796 | New |
| Vestcor Inc | 4,766 | $420.0K | 0.01% | −6,677−58.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,749 | $418.6K | 0.01% | −138−2.8% | Reduced |
| Xponance, Inc. | 4,694 | $413.7K | 0.00% | −259−5.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,633 | $408.4K | 0.01% | +107+2.4% | Added |
| Sowell Financial Services LLC | 4,442 | $391.5K | 0.01% | +87+2.0% | Added |
| Neuberger Berman Group LLC | 4,433 | $390.7K | 0.00% | +85+2.0% | Added |
| STRS Ohio | 4,400 | $387.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,360 | $384.3K | 0.00% | +12+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 4,350 | $383.4K | 0.01% | +1,829+72.6% | Added |
| Profund Advisors LLC | 4,342 | $382.7K | 0.01% | +1,586+57.5% | Added |
| Ethic Inc. | 4,324 | $381.1K | 0.01% | +305+7.6% | Added |
| Sequoia Financial Advisors, LLC | 4,101 | $361.5K | 0.00% | +1,501+57.7% | Added |
| Wedbush Securities Inc | 3,983 | $351.0K | 0.01% | +271+7.3% | Added |
| Oakmont Advisory Group, LLC | 3,975 | $350.4K | 0.37% | +3,975 | New |
| CIBC World Markets Corp | 3,870 | $341.1K | 0.00% | +3,870 | New |
| BAM Wealth Management, LLC | 3,749 | $330.4K | 0.24% | +440+13.3% | Added |
| Headlands Technologies LLC | 3,701 | $326.2K | 0.03% | +3,701 | New |
| Mackenzie Financial Corp | 3,687 | $325.9K | 0.00% | +43+1.2% | Added |
| JustInvest LLC | 3,684 | $324.7K | 0.00% | +438+13.5% | Added |
| Lido Advisors, LLC | 3,836 | $323.9K | 0.00% | +140+3.8% | Added |
| Occudo Quantitative Strategies LP | 3,648 | $321.5K | 0.02% | −4,672−56.2% | Reduced |
| Principal Securities, Inc. | 3,590 | $316.4K | 0.00% | +113+3.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,580 | $315.5K | 0.00% | −1,660−31.7% | Reduced |
| Kestra Advisory Services, LLC | 3,552 | $313.0K | 0.00% | +55+1.6% | Added |
| Mercer Global Advisors Inc | 3,540 | $312.0K | 0.00% | +952+36.8% | Added |
| Mariner, LLC | 3,389 | $298.7K | 0.00% | +845+33.2% | Added |
| Ensign Peak Advisors, Inc | 3,344 | $294.7K | 0.00% | −8,100−70.8% | Reduced |
| CIBC Asset Management Inc | 3,333 | $293.8K | 0.00% | +3,333 | New |
| Graham Capital Management, L.P. | 3,324 | $293.0K | 0.01% | +635+23.6% | Added |
| Norden Group LLC | 3,291 | $290.1K | 0.03% | +755+29.8% | Added |
| Tower Research Capital LLC (TRC) | 3,281 | $289.2K | 0.01% | +1,370+71.7% | Added |
| MOKAN Wealth Management Inc. | 3,221 | $283.8K | 0.13% | +3,221 | New |
| RSM US Wealth Management LLC | 3,182 | $281.8K | 0.00% | −12−0.4% | Reduced |
| Cerity Partners LLC | 3,177 | $280.0K | 0.00% | +552+21.0% | Added |
| CI Private Wealth, LLC | 3,156 | $278.3K | 0.00% | −10−0.3% | Reduced |
| US Bancorp | 3,138 | $276.6K | 0.00% | +183+6.2% | Added |
| FORA Capital, LLC | 3,050 | $268.8K | 0.03% | −1,330−30.4% | Reduced |
| Significant Wealth Partners LLC | 3,048 | $268.7K | 0.30% | −3,467−53.2% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $264.4K | 0.00% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 2,989 | $263.5K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,975 | $262.2K | 0.04% | +2,975 | New |
| MeadowBrook Investment Advisors LLC | 2,902 | $255.8K | 0.22% | −15−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,609 | $242.7K | 0.00% | +2,609 | New |
| Graetz Wealth LLC | 2,712 | $239.0K | 0.22% | +2,712 | New |
| Cambridge Investment Research Advisors, Inc. | 2,692 | $237.0K | 0.00% | +2,692 | New |
| Hohimer Wealth Management, LLC | 2,618 | $230.8K | 0.03% | +3+0.1% | Added |
| ZWJ Investment Counsel Inc | 2,600 | $229.2K | 0.01% | −204−7.3% | Reduced |
| Bayforest Capital Ltd | 2,533 | $223.3K | 0.17% | +2,533 | New |
| Marco Investment Management LLC | 2,500 | $220.3K | 0.02% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 2,467 | $217.4K | 0.11% | −722−22.6% | Reduced |
| Angeles Wealth Management, LLC | 2,451 | $216.0K | 0.01% | +2,451 | New |
| TD Private Client Wealth LLC | 2,362 | $208.2K | 0.00% | +939+66.0% | Added |
| Dakota Wealth Management | 2,302 | $202.9K | 0.00% | +2,302 | New |
| Envestnet Portfolio Solutions, Inc. | 2,275 | $200.5K | 0.00% | +2,275 | New |
| Central Pacific Bank - Trust Division | 2,237 | $197.2K | 0.02% | −63−2.7% | Reduced |
| Hilltop National Bank | 2,119 | $186.8K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 2,103 | $185.0K | 0.00% | +31+1.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $176.4K | 0.01% | +2,000 | New |
| Ronald Blue Trust, Inc. | 1,853 | $163.3K | 0.00% | +184+11.0% | Added |
| Smartleaf Asset Management LLC | 1,780 | $157.6K | 0.01% | +117+7.0% | Added |
| 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 |
| New Age Alpha Advisors, LLC | 1,709 | $150.6K | 0.01% | −1,110−39.4% | Reduced |
| KBC Group NV | 1,668 | $147.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,434 | $126.8K | 0.00% | +1,434 | New |
| GAMMA Investing LLC | 1,383 | $121.9K | 0.01% | +433+45.6% | Added |
| EverSource Wealth Advisors, LLC | 1,335 | $117.7K | 0.00% | +52+4.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,275 | $112.4K | 0.01% | +1,275 | New |
| Fifth Third Bancorp | 1,266 | $111.6K | 0.00% | −71−5.3% | Reduced |
| Globeflex Capital L P | 1,257 | $110.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 1,208 | $106.5K | 0.01% | +94+8.4% | Added |
| Pacer Advisors, Inc. | 1,162 | $102.4K | 0.00% | −3−0.3% | Reduced |
| First Horizon Corp | 1,117 | $98.5K | 0.00% | +184+19.7% | Added |
| Palouse Capital Management, Inc. | 1,013 | $89.3K | 0.06% | −63−5.9% | Reduced |
| Anfield Capital Management, LLC | 1,000 | $88.1K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 936 | $82.5K | 0.01% | +936 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 896 | $79.0K | 0.00% | +224+33.3% | Added |
| National Bank of Canada | 765 | $67.4K | 0.00% | −3−0.4% | Reduced |
| Huntington National Bank | 727 | $64.1K | 0.00% | +42+6.1% | Added |
| Acadian Asset Management LLC | 647 | $57.0K | 0.00% | +647 | New |