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