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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 61,423 | $4.23M | 0.04% | +51,805+538.6% | Added |
| BNP Paribas Arbitrage, SA | 66,942 | $4.61M | 0.00% | +53,412+394.8% | Added |
| King Luther Capital Management Corp | 67,363 | $4.64M | 0.02% | −682−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 68,415 | $4.72M | 0.27% | +5,587+8.9% | Added |
| California State Teachers Retirement System | 69,505 | $4.79M | 0.01% | +13,039+23.1% | Added |
| New York State Teachers Retirement System | 70,884 | $4.89M | 0.01% | −1,928−2.6% | Reduced |
| Trexquant Investment LP | 72,319 | $4.98M | 0.04% | +11,773+19.4% | Added |
| Creative Planning | 75,121 | $5.18M | 0.00% | +27,423+57.5% | Added |
| Jump Financial, LLC | 76,500 | $5.27M | 0.08% | +76,500 | New |
| Public Employees Retirement System of Ohio | 76,563 | $5.28M | 0.02% | +9,167+13.6% | Added |
| Alliancebernstein L.P. | 63,994 | $5.64M | 0.00% | −3,952−5.8% | Reduced |
| American Century Companies Inc | 85,661 | $5.90M | 0.00% | +75,809+769.5% | Added |
| Deutsche Bank AG | 86,634 | $5.97M | 0.00% | +5,472+6.7% | Added |
| Bryn Mawr Trust Co | 86,656 | $5.97M | 0.14% | +2,268+2.7% | Added |
| Edgestream Partners, L.P. | 87,471 | $6.03M | 0.20% | +42,992+96.7% | Added |
| Trillium Asset Management, LLC | 79,606 | $6.03M | 0.20% | −8,115−9.3% | Reduced |
| California Public Employees Retirement System | 93,450 | $6.44M | 0.00% | −24,733−20.9% | Reduced |
| Impax Asset Management Group plc | 100,000 | $6.89M | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 106,452 | $7.34M | 0.01% | +4,342+4.3% | Added |
| Two Sigma Investments, LP | 111,067 | $7.66M | 0.01% | −268,673−70.8% | Reduced |
| Amundi | 112,099 | $7.73M | 0.00% | +3,027+2.8% | Added |
| American Capital Management Inc | 115,775 | $7.98M | 0.43% | +22,692+24.4% | Added |
| Swiss National Bank | 117,200 | $8.08M | 0.00% | +400+0.3% | Added |
| Renaissance Group LLC | 122,551 | $8.45M | 0.35% | +30,160+32.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 124,328 | $8.57M | 0.02% | +49,110+65.3% | Added |
| D. E. Shaw & Co., Inc. | 134,156 | $9.25M | 0.01% | −63,535−32.1% | Reduced |
| Legal & General Group Plc | 136,678 | $9.42M | 0.00% | −14,501−9.6% | Reduced |
| EULAV Asset Management | 138,000 | $9.51M | 0.30% | −20,000−12.7% | Reduced |
| Ranger Investment Management, L.P. | 139,425 | $9.61M | 0.70% | −64,180−31.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 140,000 | $9.65M | 0.01% | −25,000−15.2% | Reduced |
| Walleye Capital LLC | 150,963 | $10.4M | 0.06% | −408,848−73.0% | Reduced |
| UBS Asset Management Americas Inc | 155,578 | $10.7M | 0.00% | +3,528+2.3% | Added |
| Winton Group Ltd | 158,783 | $10.9M | 0.38% | +19,927+14.4% | Added |
| Rhumbline Advisers | 159,537 | $11.0M | 0.01% | +2,699+1.7% | Added |
| RMB Capital Management, LLC | 161,121 | $11.1M | 0.20% | +7,422+4.8% | Added |
| PFM Health Sciences, LP | 162,469 | $11.2M | 1.18% | +162,469 | New |
| Man Group plc | 177,797 | $12.3M | 0.03% | +61,709+53.2% | Added |
| Invesco Ltd. | 182,383 | $12.6M | 0.00% | −310,304−63.0% | Reduced |
| Qube Research & Technologies Ltd | 194,171 | $13.4M | 0.02% | +142,937+279.0% | Added |
| Handelsbanken Fonder AB | 204,909 | $14.1M | 0.05% | −63,400−23.6% | Reduced |
| Toroso Investments, LLC | 205,347 | $14.2M | 0.04% | −40,853−16.6% | Reduced |
| Assenagon Asset Management S.A. | 205,902 | $14.2M | 0.02% | −5,989−2.8% | Reduced |
| Public Sector Pension Investment Board | 216,069 | $14.9M | 0.05% | −108,947−33.5% | Reduced |
| SEI Investments Co | 228,544 | $15.8M | 0.01% | +79,374+53.2% | Added |
| Bessemer Group Inc | 241,228 | $16.6M | 0.03% | −72,753−23.2% | Reduced |
| Rockefeller Capital Management L.P. | 250,774 | $17.3M | 0.03% | −184,813−42.4% | Reduced |
| Ameriprise Financial Inc | 250,938 | $17.3M | 0.00% | −49,827−16.6% | Reduced |
| Silvercrest Asset Management Group LLC | 259,655 | $17.9M | 0.13% | +55,639+27.3% | Added |
| Franklin Resources Inc | 259,696 | $17.9M | 0.00% | −158,020−37.8% | Reduced |
| Envestnet Asset Management Inc | 264,744 | $18.2M | 0.00% | +16,903+6.8% | Added |
| Boston Trust Walden Corp | 277,209 | $19.1M | 0.16% | +277,209 | New |
| Champlain Investment Partners, LLC | 290,500 | $20.0M | 0.25% | −76,630−20.9% | Reduced |
| Wellington Management Group LLP | 303,828 | $20.9M | 0.00% | −1,023,185−77.1% | Reduced |
| Fifth Third Bancorp | 313,026 | $21.6M | 0.04% | +311,760+24,625.6% | Added |
| Renaissance Technologies LLC | 314,212 | $21.7M | 0.03% | +188,000+149.0% | Added |
| Balyasny Asset Management LLC | 320,659 | $22.1M | 0.04% | +187,221+140.3% | Added |
| UBS Group AG | 340,626 | $23.5M | 0.00% | −54,931−13.9% | Reduced |
| Principal Financial Group Inc | 346,748 | $23.9M | 0.01% | +15,144+4.6% | Added |
| ArrowMark Colorado Holdings LLC | 348,637 | $24.0M | 0.64% | −108,795−23.8% | Reduced |
| Raymond James Financial Inc | 376,758 | $25.9M | 0.01% | −65,031−14.7% | Reduced |
| Aristotle Capital Boston, LLC | 377,580 | $26.1M | 1.62% | −281−0.1% | Reduced |
| Freestone Grove Partners LP | 382,865 | $26.4M | 0.19% | +317,830+488.7% | Added |
| Bank of New York Mellon Corp | 383,776 | $26.5M | 0.00% | −17,927−4.5% | Reduced |
| Vanguard Fiduciary Trust Co | 410,660 | $28.3M | 0.01% | +410,660 | New |
| Fort Washington Investment Advisors Inc | 420,873 | $29.0M | 0.16% | +99,850+31.1% | Added |
| Oberweis Asset Management Inc | 424,209 | $29.2M | 0.86% | +155,449+57.8% | Added |
| Nomura Holdings Inc | 425,305 | $29.3M | 0.24% | +10,377+2.5% | Added |
| Standard Life Aberdeen plc | 428,319 | $29.5M | 0.05% | −45,576−9.6% | Reduced |
| Frontier Capital Management Co LLC | 430,618 | $29.7M | 0.31% | +213,061+97.9% | Added |
| Massachusetts Financial Services Co | 447,451 | $30.8M | 0.01% | +447,451 | New |
| Manufacturers Life Insurance Company, The | 448,308 | $30.9M | 0.03% | +148,703+49.6% | Added |
| Wells Fargo & Company | 491,176 | $33.9M | 0.01% | −38,225−7.2% | Reduced |
| Nuveen, LLC | 546,134 | $37.6M | 0.01% | +64,255+13.3% | Added |
| Marshall Wace, LLP | 574,436 | $39.6M | 0.04% | +427,925+292.1% | Added |
| Bank of America Corp | 580,918 | $40.0M | 0.00% | −152,248−20.8% | Reduced |
| JPMorgan Chase & Co | 617,048 | $42.4M | 0.00% | −152,637−19.8% | Reduced |
| Goldman Sachs Group Inc | 647,794 | $44.7M | 0.01% | −300,285−31.7% | Reduced |
| Price T Rowe Associates Inc | 654,970 | $45.1M | 0.01% | +10,107+1.6% | Added |
| Charles Schwab Investment Management Inc | 675,449 | $46.6M | 0.01% | +3,227+0.5% | Added |
| Northern Trust Corp | 681,848 | $47.0M | 0.01% | +1,610+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 714,081 | $49.2M | 0.57% | +227,915+46.9% | Added |
| Point72 Asset Management, L.P. | 741,942 | $51.1M | 0.09% | +305,411+70.0% | Added |
| William Blair Investment Management, LLC | 777,494 | $53.6M | 0.18% | −97,365−11.1% | Reduced |
| Royal Bank of Canada | 921,330 | $63.5M | 0.01% | −45,005−4.7% | Reduced |
| Westwood Holdings Group Inc. | 946,476 | $65.2M | 0.48% | +120,262+14.6% | Added |
| Citadel Advisors LLC | 962,784 | $66.4M | 0.05% | −130,823−12.0% | Reduced |
| FMR LLC | 1,004,938 | $69.3M | 0.00% | −766,641−43.3% | Reduced |
| Congress Asset Management Co | 1,029,249 | $70.9M | 0.51% | +171,610+20.0% | Added |
| Citigroup Inc | 1,062,715 | $73.3M | 0.05% | +3,546+0.3% | Added |
| Greenhouse Funds LLLP | 1,122,447 | $77.4M | 3.67% | +255,220+29.4% | Added |
| Nomura Asset Management International Inc. | 1,198,269 | $82.6M | 0.14% | +51,965+4.5% | Added |
| Dimensional Fund Advisors LP | 1,237,298 | $85.3M | 0.02% | +12,285+1.0% | Added |
| Morgan Stanley | 1,260,959 | $86.9M | 0.01% | +120,569+10.6% | Added |
| Geode Capital Management, LLC | 1,508,374 | $104.0M | 0.01% | +54,602+3.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,115,526 | $145.8M | 0.49% | +37,730+1.8% | Added |
| Conestoga Capital Advisors, LLC | 2,167,513 | $149.4M | 2.98% | +81,030+3.9% | Added |
| State Street Corp | 2,360,982 | $162.7M | 0.01% | +129,934+5.8% | Added |
| Vanguard Capital Management LLC | 2,656,163 | $183.1M | 0.00% | +2,656,163 | New |
| Vanguard Portfolio Management LLC | 3,523,088 | $242.8M | 0.01% | +3,523,088 | New |
| BlackRock, Inc. | 8,834,315 | $608.9M | 0.01% | +130,940+1.5% | Added |