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