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, Q1 2026
Institutional positions in Merit Medical Systems Inc as of Mar 31, 2026. 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
- 400
- +18 vs. Q4 2025
- Shares held
- 59.5M
- +5.41M (+10.0%) vs. Q4 2025
- Total value
- $4.10B
- −$664.3M (−13.9%) vs. Q4 2025
- New holders
- 70
- 162 more added
- Sold out
- 52
- 126 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,834,315 | $608.9M | 0.01% | +130,940+1.5% | Added |
| Vanguard Portfolio Management LLC | 3,523,088 | $242.8M | 0.01% | +3,523,088 | New |
| Vanguard Capital Management LLC | 2,656,163 | $183.1M | 0.00% | +2,656,163 | New |
| State Street Corp | 2,360,982 | $162.7M | 0.01% | +129,934+5.8% | Added |
| Conestoga Capital Advisors, LLC | 2,167,513 | $149.4M | 2.98% | +81,030+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,115,526 | $145.8M | 0.49% | +37,730+1.8% | Added |
| Geode Capital Management, LLC | 1,508,374 | $104.0M | 0.01% | +54,602+3.8% | Added |
| Morgan Stanley | 1,260,959 | $86.9M | 0.01% | +120,569+10.6% | Added |
| Dimensional Fund Advisors LP | 1,237,298 | $85.3M | 0.02% | +12,285+1.0% | Added |
| Nomura Asset Management International Inc. | 1,198,269 | $82.6M | 0.14% | +51,965+4.5% | Added |
| Greenhouse Funds LLLP | 1,122,447 | $77.4M | 3.67% | +255,220+29.4% | Added |
| Citigroup Inc | 1,062,715 | $73.3M | 0.05% | +3,546+0.3% | Added |
| Congress Asset Management Co | 1,029,249 | $70.9M | 0.51% | +171,610+20.0% | Added |
| FMR LLC | 1,004,938 | $69.3M | 0.00% | −766,641−43.3% | Reduced |
| Citadel Advisors LLC | 962,784 | $66.4M | 0.05% | −130,823−12.0% | Reduced |
| Westwood Holdings Group Inc. | 946,476 | $65.2M | 0.48% | +120,262+14.6% | Added |
| Royal Bank of Canada | 921,330 | $63.5M | 0.01% | −45,005−4.7% | Reduced |
| William Blair Investment Management, LLC | 777,494 | $53.6M | 0.18% | −97,365−11.1% | Reduced |
| Point72 Asset Management, L.P. | 741,942 | $51.1M | 0.09% | +305,411+70.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 714,081 | $49.2M | 0.57% | +227,915+46.9% | Added |
| Northern Trust Corp | 681,848 | $47.0M | 0.01% | +1,610+0.2% | Added |
| Charles Schwab Investment Management Inc | 675,449 | $46.6M | 0.01% | +3,227+0.5% | Added |
| Price T Rowe Associates Inc | 654,970 | $45.1M | 0.01% | +10,107+1.6% | Added |
| Goldman Sachs Group Inc | 647,794 | $44.7M | 0.01% | −300,285−31.7% | Reduced |
| JPMorgan Chase & Co | 617,048 | $42.4M | 0.00% | −152,637−19.8% | Reduced |
| Bank of America Corp | 580,918 | $40.0M | 0.00% | −152,248−20.8% | Reduced |
| Marshall Wace, LLP | 574,436 | $39.6M | 0.04% | +427,925+292.1% | Added |
| Nuveen, LLC | 546,134 | $37.6M | 0.01% | +64,255+13.3% | Added |
| Wells Fargo & Company | 491,176 | $33.9M | 0.01% | −38,225−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 448,308 | $30.9M | 0.03% | +148,703+49.6% | Added |
| Massachusetts Financial Services Co | 447,451 | $30.8M | 0.01% | +447,451 | New |
| Frontier Capital Management Co LLC | 430,618 | $29.7M | 0.31% | +213,061+97.9% | Added |
| Standard Life Aberdeen plc | 428,319 | $29.5M | 0.05% | −45,576−9.6% | Reduced |
| Nomura Holdings Inc | 425,305 | $29.3M | 0.24% | +10,377+2.5% | Added |
| Oberweis Asset Management Inc | 424,209 | $29.2M | 0.86% | +155,449+57.8% | Added |
| Fort Washington Investment Advisors Inc | 420,873 | $29.0M | 0.16% | +99,850+31.1% | Added |
| Vanguard Fiduciary Trust Co | 410,660 | $28.3M | 0.01% | +410,660 | New |
| Bank of New York Mellon Corp | 383,776 | $26.5M | 0.00% | −17,927−4.5% | Reduced |
| Freestone Grove Partners LP | 382,865 | $26.4M | 0.19% | +317,830+488.7% | Added |
| Aristotle Capital Boston, LLC | 377,580 | $26.1M | 1.62% | −281−0.1% | Reduced |
| Raymond James Financial Inc | 376,758 | $25.9M | 0.01% | −65,031−14.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 348,637 | $24.0M | 0.64% | −108,795−23.8% | Reduced |
| Principal Financial Group Inc | 346,748 | $23.9M | 0.01% | +15,144+4.6% | Added |
| UBS Group AG | 340,626 | $23.5M | 0.00% | −54,931−13.9% | Reduced |
| Balyasny Asset Management LLC | 320,659 | $22.1M | 0.04% | +187,221+140.3% | Added |
| Renaissance Technologies LLC | 314,212 | $21.7M | 0.03% | +188,000+149.0% | Added |
| Fifth Third Bancorp | 313,026 | $21.6M | 0.04% | +311,760+24,625.6% | Added |
| Wellington Management Group LLP | 303,828 | $20.9M | 0.00% | −1,023,185−77.1% | Reduced |
| Champlain Investment Partners, LLC | 290,500 | $20.0M | 0.25% | −76,630−20.9% | Reduced |
| Boston Trust Walden Corp | 277,209 | $19.1M | 0.16% | +277,209 | New |
| Envestnet Asset Management Inc | 264,744 | $18.2M | 0.00% | +16,903+6.8% | Added |
| Franklin Resources Inc | 259,696 | $17.9M | 0.00% | −158,020−37.8% | Reduced |
| Silvercrest Asset Management Group LLC | 259,655 | $17.9M | 0.13% | +55,639+27.3% | Added |
| Ameriprise Financial Inc | 250,938 | $17.3M | 0.00% | −49,827−16.6% | Reduced |
| Rockefeller Capital Management L.P. | 250,774 | $17.3M | 0.03% | −184,813−42.4% | Reduced |
| Bessemer Group Inc | 241,228 | $16.6M | 0.03% | −72,753−23.2% | Reduced |
| SEI Investments Co | 228,544 | $15.8M | 0.01% | +79,374+53.2% | Added |
| Public Sector Pension Investment Board | 216,069 | $14.9M | 0.05% | −108,947−33.5% | Reduced |
| Assenagon Asset Management S.A. | 205,902 | $14.2M | 0.02% | −5,989−2.8% | Reduced |
| Toroso Investments, LLC | 205,347 | $14.2M | 0.04% | −40,853−16.6% | Reduced |
| Handelsbanken Fonder AB | 204,909 | $14.1M | 0.05% | −63,400−23.6% | Reduced |
| Qube Research & Technologies Ltd | 194,171 | $13.4M | 0.02% | +142,937+279.0% | Added |
| Invesco Ltd. | 182,383 | $12.6M | 0.00% | −310,304−63.0% | Reduced |
| Man Group plc | 177,797 | $12.3M | 0.03% | +61,709+53.2% | Added |
| PFM Health Sciences, LP | 162,469 | $11.2M | 1.18% | +162,469 | New |
| RMB Capital Management, LLC | 161,121 | $11.1M | 0.20% | +7,422+4.8% | Added |
| Rhumbline Advisers | 159,537 | $11.0M | 0.01% | +2,699+1.7% | Added |
| Winton Group Ltd | 158,783 | $10.9M | 0.38% | +19,927+14.4% | Added |
| UBS Asset Management Americas Inc | 155,578 | $10.7M | 0.00% | +3,528+2.3% | Added |
| Walleye Capital LLC | 150,963 | $10.4M | 0.06% | −408,848−73.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 140,000 | $9.65M | 0.01% | −25,000−15.2% | Reduced |
| Ranger Investment Management, L.P. | 139,425 | $9.61M | 0.70% | −64,180−31.5% | Reduced |
| EULAV Asset Management | 138,000 | $9.51M | 0.30% | −20,000−12.7% | Reduced |
| Legal & General Group Plc | 136,678 | $9.42M | 0.00% | −14,501−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 134,156 | $9.25M | 0.01% | −63,535−32.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 124,328 | $8.57M | 0.02% | +49,110+65.3% | Added |
| Renaissance Group LLC | 122,551 | $8.45M | 0.35% | +30,160+32.6% | Added |
| Swiss National Bank | 117,200 | $8.08M | 0.00% | +400+0.3% | Added |
| American Capital Management Inc | 115,775 | $7.98M | 0.43% | +22,692+24.4% | Added |
| Amundi | 112,099 | $7.73M | 0.00% | +3,027+2.8% | Added |
| Two Sigma Investments, LP | 111,067 | $7.66M | 0.01% | −268,673−70.8% | Reduced |
| Advisor Group Holdings, Inc. | 106,452 | $7.34M | 0.01% | +4,342+4.3% | Added |
| Impax Asset Management Group plc | 100,000 | $6.89M | 0.05% | 00.0% | Unchanged |
| California Public Employees Retirement System | 93,450 | $6.44M | 0.00% | −24,733−20.9% | Reduced |
| Trillium Asset Management, LLC | 79,606 | $6.03M | 0.20% | −8,115−9.3% | Reduced |
| Edgestream Partners, L.P. | 87,471 | $6.03M | 0.20% | +42,992+96.7% | Added |
| Bryn Mawr Trust Co | 86,656 | $5.97M | 0.14% | +2,268+2.7% | Added |
| Deutsche Bank AG | 86,634 | $5.97M | 0.00% | +5,472+6.7% | Added |
| American Century Companies Inc | 85,661 | $5.90M | 0.00% | +75,809+769.5% | Added |
| Alliancebernstein L.P. | 63,994 | $5.64M | 0.00% | −3,952−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 76,563 | $5.28M | 0.02% | +9,167+13.6% | Added |
| Jump Financial, LLC | 76,500 | $5.27M | 0.08% | +76,500 | New |
| Creative Planning | 75,121 | $5.18M | 0.00% | +27,423+57.5% | Added |
| Trexquant Investment LP | 72,319 | $4.98M | 0.04% | +11,773+19.4% | Added |
| New York State Teachers Retirement System | 70,884 | $4.89M | 0.01% | −1,928−2.6% | Reduced |
| California State Teachers Retirement System | 69,505 | $4.79M | 0.01% | +13,039+23.1% | Added |
| Campbell & CO Investment Adviser LLC | 68,415 | $4.72M | 0.27% | +5,587+8.9% | Added |
| King Luther Capital Management Corp | 67,363 | $4.64M | 0.02% | −682−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 66,942 | $4.61M | 0.00% | +53,412+394.8% | Added |
| Brevan Howard Capital Management LP | 61,423 | $4.23M | 0.04% | +51,805+538.6% | Added |