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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 9,257 | $638.0K | 0.00% | +698+8.2% | Added |
| FORA Capital, LLC | 9,266 | $638.4K | 0.05% | +6,216+203.8% | Added |
| Pictet Asset Management Holding SA | 9,710 | $669.3K | 0.00% | +486+5.3% | Added |
| Quantbot Technologies LP | 9,860 | $679.6K | 0.03% | +9,860 | New |
| Winnow Wealth LLC | 9,878 | $680.9K | 0.53% | −563−5.4% | Reduced |
| South Dakota Investment Council | 10,006 | $690.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,152 | $699.7K | 0.01% | +1,432+16.4% | Added |
| Voloridge Investment Management, LLC | 10,230 | $705.2K | 0.00% | −22,924−69.1% | Reduced |
| Kennedy Capital Management, Inc. | 10,384 | $715.8K | 0.02% | −455−4.2% | Reduced |
| Callan Family Office, LLC | 10,626 | $732.5K | 0.02% | −322−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,751 | $733.5K | 0.00% | −32,413−75.1% | Reduced |
| Atria Investments LLC | 10,841 | $747.3K | 0.01% | +2,731+33.7% | Added |
| SG Americas Securities, LLC | 11,341 | $782.0K | 0.00% | −6,092−34.9% | Reduced |
| Advisory Services Network, LLC | 11,496 | $792.4K | 0.01% | +11,496 | New |
| Karras Company, Inc. | 11,525 | $794.4K | 0.81% | 00.0% | Unchanged |
| Gibbs Wealth Management | 11,602 | $799.7K | 0.11% | +4,656+67.0% | Added |
| Holocene Advisors, LP | 11,825 | $815.1K | 0.00% | −483−3.9% | Reduced |
| Mirabella Financial Services LLP | 11,906 | $820.7K | 0.08% | +11,906 | New |
| Blair William & Co | 12,059 | $831.2K | 0.00% | −122−1.0% | Reduced |
| Aquatic Capital Management LLC | 12,643 | $871.5K | 0.03% | +12,643 | New |
| KLP Kapitalforvaltning AS | 13,100 | $903.0K | 0.00% | +500+4.0% | Added |
| Capstone Investment Advisors, LLC | 13,110 | $903.7K | 0.01% | +13,110 | New |
| Oregon Public Employees Retirement Fund | 13,562 | $934.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,649 | $940.8K | 0.00% | +725+5.6% | Added |
| Sterling Capital Management LLC | 14,519 | $1.00M | 0.02% | −2,790−16.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,662 | $1.01M | 0.01% | −16−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 14,981 | $1.03M | 0.18% | +1,207+8.8% | Added |
| HighTower Advisors, LLC | 15,014 | $1.03M | 0.00% | −12,443−45.3% | Reduced |
| CI Private Wealth, LLC | 15,159 | $1.04M | 0.00% | +12,003+380.3% | Added |
| Cetera Investment Advisers | 15,264 | $1.05M | 0.00% | −250−1.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 15,333 | $1.06M | 0.00% | +15,333 | New |
| Police & Firemen's Retirement System of New Jersey | 15,906 | $1.10M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,050 | $1.11M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 16,262 | $1.12M | 0.01% | −225−1.4% | Reduced |
| Arizona State Retirement System | 16,285 | $1.12M | 0.01% | −297−1.8% | Reduced |
| Amalgamated Bank | 17,016 | $1.17M | 0.01% | −249−1.4% | Reduced |
| Change Path, LLC | 17,545 | $1.21M | 0.03% | +2,585+17.3% | Added |
| Quantinno Capital Management LP | 17,612 | $1.21M | 0.00% | +11,747+200.3% | Added |
| Level Four Advisory Services, LLC | 18,547 | $1.28M | 0.04% | +1,525+9.0% | Added |
| Truist Financial Corp | 18,621 | $1.28M | 0.00% | +1,251+7.2% | Added |
| Victory Capital Management Inc | 18,802 | $1.30M | 0.00% | +1,111+6.3% | Added |
| Glenmede Trust Co NA | 19,136 | $1.32M | 0.01% | −6,188−24.4% | Reduced |
| Bank of Montreal | 19,389 | $1.34M | 0.00% | −4,472−18.7% | Reduced |
| Algert Global LLC | 19,440 | $1.34M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,037 | $1.38M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,594 | $1.49M | 0.13% | +21,594 | New |
| Ami Asset Management Corp | 21,818 | $1.50M | 0.10% | +168+0.8% | Added |
| Boothbay Fund Management, LLC | 22,083 | $1.52M | 0.04% | +483+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,421 | $1.55M | 0.00% | +3,463+18.3% | Added |
| MML Investors Services, LLC | 22,646 | $1.56M | 0.00% | −10,079−30.8% | Reduced |
| Van Hulzen Asset Management, LLC | 23,099 | $1.59M | 0.12% | −2,706−10.5% | Reduced |
| Zions Bancorporation, National Association | 23,234 | $1.60M | 0.10% | −14,927−39.1% | Reduced |
| HRT Financial LP | 23,292 | $1.60M | 0.00% | +23,292 | New |
| Susquehanna International Group, LLP | 23,305 | $1.61M | 0.00% | +9,340+66.9% | Added |
| Squarepoint Ops LLC | 23,438 | $1.62M | 0.00% | +23,438 | New |
| Intech Investment Management LLC | 23,588 | $1.63M | 0.02% | −4,267−15.3% | Reduced |
| Vanguard Global Advisers, LLC | 23,808 | $1.64M | 0.00% | +23,808 | New |
| Diversified Trust Co | 24,733 | $1.70M | 0.03% | +2,146+9.5% | Added |
| AQR Capital Management LLC | 24,990 | $1.72M | 0.00% | +231+0.9% | Added |
| Voya Investment Management LLC | 25,453 | $1.75M | 0.00% | −453,417−94.7% | Reduced |
| Riverwater Partners LLC | 25,891 | $1.78M | 0.59% | +1,166+4.7% | Added |
| Louisiana State Employees Retirement System | 26,300 | $1.81M | 0.03% | −900−3.3% | Reduced |
| Seizert Capital Partners, LLC | 26,739 | $1.84M | 0.08% | +26,739 | New |
| State of New Jersey Common Pension Fund D | 27,480 | $1.89M | 0.01% | +1,855+7.2% | Added |
| Janus Henderson Group PLC | 27,531 | $1.90M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 27,805 | $1.92M | 0.01% | −687−2.4% | Reduced |
| Natixis Advisors, L.P. | 28,193 | $1.94M | 0.00% | −15,685−35.7% | Reduced |
| Allstate Corp | 28,597 | $1.97M | 0.02% | +28,597 | New |
| State of Alaska, Department of Revenue | 29,272 | $2.02M | 0.02% | −918−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,930 | $2.13M | 0.00% | +770+2.6% | Added |
| MetLife Investment Management | 32,040 | $2.21M | 0.01% | −638−2.0% | Reduced |
| Engineers Gate Manager LP | 32,160 | $2.22M | 0.03% | +7,023+27.9% | Added |
| Illinois Municipal Retirement Fund | 33,206 | $2.29M | 0.03% | +746+2.3% | Added |
| Federated Hermes, Inc. | 33,388 | $2.30M | 0.00% | +33,051+9,807.4% | Added |
| XTX Topco Ltd | 33,657 | $2.32M | 0.04% | +33,657 | New |
| Pathstone Holdings, LLC | 33,916 | $2.34M | 0.01% | −3,150−8.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,751 | $2.40M | 0.02% | −5,524−13.7% | Reduced |
| First Trust Advisors LP | 35,907 | $2.48M | 0.00% | +29,706+479.1% | Added |
| Martingale Asset Management L P | 38,535 | $2.66M | 0.07% | +17,319+81.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,661 | $2.87M | 0.00% | +5,707+15.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,347 | $2.92M | 0.06% | +42,347 | New |
| Emerald Investment Advisers, LLC | 42,464 | $2.93M | 0.26% | +42,464 | New |
| Ci Investments Inc. | 43,614 | $3.01M | 0.01% | +2,599+6.3% | Added |
| Axiom Investors LLC | 44,145 | $3.04M | 0.03% | −80,605−64.6% | Reduced |
| Stifel Financial Corp | 45,053 | $3.11M | 0.00% | +4,477+11.0% | Added |
| Martin & Co Inc | 45,057 | $3.11M | 0.53% | +631+1.4% | Added |
| LPL Financial LLC | 45,105 | $3.11M | 0.00% | −13,009−22.4% | Reduced |
| Peak Retirement Planning, Inc. | 45,143 | $3.11M | 0.64% | +12,671+39.0% | Added |
| Millennium Management LLC | 45,355 | $3.13M | 0.00% | +19,094+72.7% | Added |
| Capital Fund Management S.A. | 46,304 | $3.19M | 0.03% | +24,676+114.1% | Added |
| Russell Investments Group, Ltd. | 47,136 | $3.25M | 0.00% | −10,140−17.7% | Reduced |
| Thrive Capital Management, LLC | 48,230 | $3.32M | 0.73% | +7,333+17.9% | Added |
| Thrivent Financial for Lutherans | 48,932 | $3.37M | 0.01% | −683,972−93.3% | Reduced |
| Great West Life Assurance Co | 49,143 | $3.38M | 0.01% | −1,464−2.9% | Reduced |
| Vanguard Asset Management, Ltd | 52,584 | $3.62M | 0.00% | +52,584 | New |
| State of Wisconsin Investment Board | 55,491 | $3.82M | 0.01% | −2,413−4.2% | Reduced |
| Panagora Asset Management Inc | 55,847 | $3.85M | 0.01% | +941+1.7% | Added |
| Prudential Financial Inc | 60,456 | $4.17M | 0.01% | +5,065+9.1% | Added |
| Tudor Investment Corp Et Al | 60,679 | $4.18M | 0.02% | +60,679 | New |
| Barclays PLC | 61,260 | $4.22M | 0.00% | −32,990−35.0% | Reduced |