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