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 |
|---|---|---|---|---|---|
| Palouse Capital Management, Inc. | 1,315 | $90.6K | 0.06% | +302+29.8% | Added |
| Eurizon Capital SGR S.p.A. | 1,434 | $98.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,551 | $106.9K | 0.00% | +216+16.2% | Added |
| Pacer Advisors, Inc. | 1,640 | $113.0K | 0.00% | +478+41.1% | Added |
| New Age Alpha Advisors, LLC | 1,665 | $114.8K | 0.01% | −44−2.6% | Reduced |
| KBC Group NV | 1,668 | $115.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,731 | $119.3K | 0.01% | −25−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,791 | $123.5K | 0.00% | −62−3.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $137.3K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,000 | $137.9K | 0.12% | −902−31.1% | Reduced |
| CWM, LLC | 2,219 | $153.0K | 0.00% | +116+5.5% | Added |
| TD Private Client Wealth LLC | 2,250 | $155.1K | 0.00% | −112−4.7% | Reduced |
| Jones Financial Companies LLLP | 2,606 | $179.1K | 0.00% | +2,500+2,358.5% | Added |
| Hilltop National Bank | 2,702 | $186.2K | 0.04% | +583+27.5% | Added |
| Central Pacific Bank - Trust Division | 2,727 | $188.0K | 0.02% | +490+21.9% | Added |
| STRS Ohio | 2,800 | $193.0K | 0.00% | −1,600−36.4% | Reduced |
| Farallon Capital Management, L.L.C. | 3,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,080 | $212.3K | 0.00% | −58−1.8% | Reduced |
| ZWJ Investment Counsel Inc | 3,108 | $214.2K | 0.01% | +508+19.5% | Added |
| Marco Investment Management LLC | 3,140 | $216.4K | 0.02% | +640+25.6% | Added |
| Norden Group LLC | 3,207 | $221.1K | 0.02% | −84−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,281 | $222.1K | 0.00% | +672+25.8% | Added |
| CIBC Bancorp USA Inc. | 3,235 | $223.0K | 0.00% | +3,235 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,225 | $223.3K | 0.00% | +3,225 | New |
| Graetz Wealth LLC | 3,240 | $223.3K | 0.20% | +528+19.5% | Added |
| CIBC Asset Management Inc | 3,276 | $225.8K | 0.00% | −57−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,290 | $226.8K | 0.03% | +315+10.6% | Added |
| WSFS Capital Management, LLC | 3,340 | $230.2K | 0.01% | +3,340 | New |
| Ensign Peak Advisors, Inc | 3,344 | $230.5K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,364 | $231.9K | 0.29% | +316+10.4% | Added |
| Old National Bancorp | 3,440 | $237.1K | 0.00% | +3,440 | New |
| Principal Securities, Inc. | 3,454 | $238.1K | 0.00% | −136−3.8% | Reduced |
| Headlands Technologies LLC | 3,641 | $251.0K | 0.03% | −60−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,668 | $252.8K | 0.00% | −682−15.7% | Reduced |
| DnB Asset Management AS | 3,672 | $253.1K | 0.00% | +3,672 | New |
| Angeles Wealth Management, LLC | 3,709 | $255.7K | 0.01% | +1,258+51.3% | Added |
| Hohimer Wealth Management, LLC | 3,724 | $256.7K | 0.03% | +1,106+42.2% | Added |
| Brucke Financial, Inc. | 3,858 | $265.9K | 0.13% | +3,858 | New |
| nVerses Capital, LLC | 4,027 | $277.6K | 0.25% | +4,027 | New |
| BAM Wealth Management, LLC | 4,176 | $287.9K | 0.22% | +427+11.4% | Added |
| Wedbush Securities Inc | 4,197 | $289.0K | 0.01% | +214+5.4% | Added |
| Acadian Asset Management LLC | 4,295 | $295.0K | 0.00% | +3,648+563.8% | Added |
| Ethic Inc. | 4,310 | $297.1K | 0.00% | −14−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 4,355 | $300.2K | 0.02% | +4,355 | New |
| Lido Advisors, LLC | 4,360 | $300.5K | 0.00% | +524+13.7% | Added |
| Nisa Investment Advisors, LLC | 4,435 | $305.7K | 0.00% | +75+1.7% | Added |
| Armistice Capital, LLC | 4,448 | $306.6K | 0.01% | −348−7.3% | Reduced |
| Sowell Financial Services LLC | 4,479 | $308.7K | 0.01% | +37+0.8% | Added |
| Scientech Research LLC | 4,479 | $308.7K | 0.26% | +4,479 | New |
| Crossmark Global Holdings, Inc. | 4,593 | $316.6K | 0.00% | −40−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,609 | $317.7K | 0.01% | +1,328+40.5% | Added |
| Hancock Whitney Corp | 4,720 | $321.8K | 0.01% | −288−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,749 | $327.3K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 4,775 | $329.2K | 0.34% | +800+20.1% | Added |
| Jackson Creek Investment Advisors LLC | 4,809 | $331.0K | 0.10% | −8−0.2% | Reduced |
| Quadrant Capital Group LLC | 4,909 | $338.4K | 0.01% | −1,079−18.0% | Reduced |
| Gsa Capital Partners LLP | 4,932 | $340.0K | 0.02% | +4,932 | New |
| Great Lakes Advisors, LLC | 5,074 | $349.8K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,103 | $351.7K | 0.02% | +5,103 | New |
| SageView Advisory Group, LLC | 5,103 | $351.8K | 0.01% | −32−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,125 | $353.3K | 0.01% | +5,125 | New |
| Entropy Technologies, LP | 5,132 | $353.7K | 0.02% | +5,132 | New |
| Cerity Partners LLC | 5,206 | $358.8K | 0.00% | +2,029+63.9% | Added |
| Quadrature Capital Ltd | 5,394 | $371.8K | 0.00% | +5,394 | New |
| Portside Wealth Group, LLC | 5,454 | $375.9K | 0.05% | −252−4.4% | Reduced |
| Bridgewater Associates, LP | 5,507 | $379.6K | 0.00% | +5,507 | New |
| 1832 Asset Management L.P. | 5,510 | $379.8K | 0.00% | +5,510 | New |
| Neuberger Berman Group LLC | 5,551 | $382.6K | 0.00% | +1,118+25.2% | Added |
| Xponance, Inc. | 5,582 | $384.8K | 0.00% | +888+18.9% | Added |
| Public Employees Retirement Association of Colorado | 5,590 | $385.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,609 | $386.6K | 0.00% | +601+12.0% | Added |
| Everence Capital Management Inc | 5,690 | $392.0K | 0.02% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 5,740 | $395.7K | 0.19% | −99−1.7% | Reduced |
| Voleon Capital Management LP | 5,765 | $397.4K | 0.01% | +5,765 | New |
| Whalen Wealth Management Inc. | 5,864 | $404.2K | 0.22% | +214+3.8% | Added |
| Virtus ETF Advisers LLC | 5,913 | $407.6K | 0.19% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,925 | $408.4K | 0.02% | +5,925 | New |
| Swiss Life Asset Management Ltd | 6,159 | $424.5K | 0.00% | +1,200+24.2% | Added |
| Evergreen Capital Management LLC | 6,191 | $426.7K | 0.01% | +1,080+21.1% | Added |
| Keebeck Wealth Management, LLC | 6,302 | $434.4K | 0.05% | +957+17.9% | Added |
| Gotham Asset Management, LLC | 6,345 | $437.4K | 0.00% | +6,345 | New |
| Smith Group Asset Management, LLC | 6,415 | $442.2K | 0.02% | +485+8.2% | Added |
| Mutual of America Capital Management LLC | 6,785 | $467.7K | 0.01% | +9+0.1% | Added |
| Teacher Retirement System of Texas | 6,986 | $481.5K | 0.00% | −3,248−31.7% | Reduced |
| Inceptionr LLC | 7,093 | $488.9K | 0.12% | +7,093 | New |
| Guidance Capital, Inc | 8,168 | $493.7K | 0.11% | +8,168 | New |
| Canada Pension Plan Investment Board | 7,200 | $496.3K | 0.00% | −7,300−50.3% | Reduced |
| JustInvest LLC | 7,279 | $501.7K | 0.00% | +3,595+97.6% | Added |
| Golden State Equity Partners | 7,336 | $505.7K | 0.04% | +7,336 | New |
| Toronto Dominion Bank | 7,791 | $537.0K | 0.00% | +7,791 | New |
| MOKAN Wealth Management Inc. | 7,844 | $540.5K | 0.24% | +4,623+143.5% | Added |
| Occudo Quantitative Strategies LP | 7,965 | $543.1K | 0.03% | +4,317+118.3% | Added |
| Vise Technologies, Inc. | 6,245 | $550.4K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,388 | $578.2K | 0.01% | −91−1.1% | Reduced |
| Vident Advisory, LLC | 8,464 | $583.4K | 0.00% | +8,464 | New |
| Vestcor Inc | 8,533 | $588.0K | 0.02% | +3,767+79.0% | Added |
| Talon Private Wealth, LLC | 8,597 | $592.6K | 0.08% | +8,597 | New |
| Maryland State Retirement & Pension System | 8,628 | $594.7K | 0.01% | −65−0.7% | Reduced |
| Brookstone Capital Management | 9,096 | $627.0K | 0.01% | +1,688+22.8% | Added |
| ProShare Advisors LLC | 9,109 | $627.9K | 0.00% | −2,274−20.0% | Reduced |