Skip to main content

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, Q2 2026

Institutional positions in Merit Medical Systems Inc as of Jun 30, 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
405
+9 vs. Q1 2026
Shares held
62.6M
+3.13M (+5.3%) vs. Q1 2026
Total value
$4.34B
+$240.9M (+5.9%) vs. Q1 2026
New holders
65
184 more added
Sold out
56
125 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 405 institutions
Q1 2021: 232 institutionsQ2 2021: 238 institutionsQ3 2021: 254 institutionsQ4 2021: 266 institutionsQ1 2022: 267 institutionsQ2 2022: 263 institutionsQ3 2022: 242 institutionsQ4 2022: 279 institutionsQ1 2023: 288 institutionsQ2 2023: 312 institutionsQ3 2023: 274 institutionsQ4 2023: 289 institutionsQ1 2024: 305 institutionsQ2 2024: 320 institutionsQ3 2024: 378 institutionsQ4 2024: 386 institutionsQ1 2025: 380 institutionsQ2 2025: 380 institutionsQ3 2025: 379 institutionsQ4 2025: 390 institutionsQ1 2026: 400 institutionsQ2 2026: 405 institutions
Value heldQ2 2026: $4.34B
Q1 2021: $3.25BQ2 2021: $3.47BQ3 2021: $3.90BQ4 2021: $3.36BQ1 2022: $3.56BQ2 2022: $2.92BQ3 2022: $3.10BQ4 2022: $3.82BQ1 2023: $4.03BQ2 2023: $4.53BQ3 2023: $3.84BQ4 2023: $4.37BQ1 2024: $4.47BQ2 2024: $5.21BQ3 2024: $5.90BQ4 2024: $5.90BQ1 2025: $6.67BQ2 2025: $5.86BQ3 2025: $5.04BQ4 2025: $5.48BQ1 2026: $4.10BQ2 2026: $4.34B
Institutions holding MMSI and their total value by quarter
QuarterHoldersValue
Q2 2026405$4.34B
Q1 2026400$4.10B
Q4 2025390$5.48B
Q3 2025379$5.04B
Q2 2025380$5.86B
Q1 2025380$6.67B
Q4 2024386$5.90B
Q3 2024378$5.90B
Q2 2024320$5.21B
Q1 2024305$4.47B
Q4 2023289$4.37B
Q3 2023274$3.84B
Q2 2023312$4.53B
Q1 2023288$4.03B
Q4 2022279$3.82B
Q3 2022242$3.10B
Q2 2022263$2.92B
Q1 2022267$3.56B
Q4 2021266$3.36B
Q3 2021254$3.90B
Q2 2021238$3.47B
Q1 2021232$3.25B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2026.

Institutions holding MMSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%+8New
Navigoe, LLC1$00.00%+1New
CVA Family Office, LLC1$690.00%−19−95.0%Reduced
Hughes Financial Services, LLC1$690.00%−2−66.7%Reduced
Bay Harbor Wealth Management, LLC1$690.00%−2−66.7%Reduced
DecisionPoint Financial, LLC1$700.00%+1New
WPG Advisers, LLC2$1390.00%−56−96.6%Reduced
SBI Securities Co., Ltd.2$1390.00%−1−33.3%Reduced
Davis Capital Management3$2080.00%+3New
LRI Investments, LLC5$3470.00%−45−90.0%Reduced
JPL Wealth Management, LLC5$3470.00%00.0%Unchanged
Investors Portfolio Services LLC5$3470.00%00.0%Unchanged
HFM Investment Advisors, LLC5$3470.00%+2+66.7%Added
DiNuzzo Private Wealth, Inc.6$4170.00%−5−45.5%Reduced
North Star Investment Management Corp.7$4850.00%+7New
Creative Capital Management Investments LLC7$4850.00%+7New
Marquette Asset Management, LLC8$5550.00%−4−33.3%Reduced
Breakwater Investment Management8$5550.00%+8New
Westfuller Advisors, LLC9$6140.00%00.0%Unchanged
Bogart Wealth, LLC9$6240.00%−8−47.1%Reduced
Creative Financial Designs Inc9$6240.00%00.0%Unchanged
Whipplewood Advisors, LLC9$6240.00%00.0%Unchanged
Torren Management, LLC10$6930.00%00.0%Unchanged
Gilpin Wealth Management, LLC10$6940.00%+10New
CoreCap Advisors, LLC12$8320.00%+12New
Horizon Financial Services, LLC13$9010.00%+13New
West Paces Advisors Inc.15$1.04K0.00%+15New
Cornerstone Financial Management LLC23$1.59K0.00%+8+53.3%Added
Rialto Wealth Management, LLC24$1.67K0.00%+12+100.0%Added
Cornerstone Planning Group LLC23$1.68K0.00%+23New
Action Point Financial Planning, LLC37$2.29K0.00%+37New
Wolff Wiese Magana LLC33$2.29K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc34$2.36K0.00%−3−8.1%Reduced
Financial Network Wealth Advisors LLC34$2.36K0.00%+7+25.9%Added
Central Trust Co38$2.63K0.00%−16−29.6%Reduced
Retirement Wealth Solutions LLC40$2.77K0.00%+24+150.0%Added
Manning & Napier Advisors LLC42$2.94K0.00%+42New
Avion Wealth54$3.00K0.00%+54New
UMA Financial Services, Inc.45$3.12K0.00%+39+650.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.46$3.19K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC49$3.40K0.00%+3+6.5%Added
Rossby Financial, LCC52$3.61K0.00%+4+8.3%Added
Signature Equity Partners, LLC55$3.81K0.00%−22−28.6%Reduced
Quarry LP58$4.02K0.00%+23+65.7%Added
Wealth Enhancement Trust Services, Inc.58$4.02K0.00%+58New
Tokio Marine Asset Management Co Ltd66$4.58K0.00%+66New
Essential Partners LLC68$4.71K0.00%+60+750.0%Added
Cedar Mountain Advisors, LLC69$4.78K0.00%−7−9.2%Reduced
Godfrey Financial Associates, Inc.72$4.99K0.00%−7−8.9%Reduced
Versant Capital Management, Inc74$5.13K0.00%−208−73.8%Reduced
Basecamp Wealth Advisors LLC75$5.20K0.00%+72+2,400.0%Added
High Note Wealth, LLC80$5.55K0.00%+80New
Clearstead Advisors, LLC80$5.55K0.00%+80New
Steward Partners Investment Advisory, LLC86$5.96K0.00%+59+218.5%Added
True Wealth Design, LLC99$6.87K0.00%+99New
Northwestern Mutual Wealth Management Co132$9.15K0.00%−33−20.0%Reduced
Quantbot Technologies LP132$9.15K0.00%−9,728−98.7%Reduced
Private Trust Co NA142$9.85K0.00%+13+10.1%Added
Bell Investment Advisors, Inc144$9.98K0.00%+132+1,100.0%Added
Harbor Capital Advisors, Inc.143$10.0K0.00%−4−2.7%Reduced
Fulcrum Asset Management LLP146$10.2K0.00%+146New
Global Retirement Partners, LLC156$10.8K0.00%+156New
Whittier Trust Co155$11.1K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.166$11.5K0.00%+48+40.7%Added
Crewe Advisors LLC169$11.7K0.00%−59−25.9%Reduced
Massmutual Trust Co FSB197$13.7K0.00%−41−17.2%Reduced
GHP Investment Advisors, Inc.202$14.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.205$14.2K0.00%+197+2,462.5%Added
Owl Creek Wealth Partners LLC220$15.3K0.00%+170+340.0%Added
Salomon & Ludwin, LLC223$15.5K0.00%+91+68.9%Added
Parkside Financial Bank & Trust233$16.2K0.00%−125−34.9%Reduced
Spire Wealth Management262$18.2K0.00%+262New
Harvest Fund Management Co., Ltd293$20.0K0.00%00.0%Unchanged
Parallel Advisors, LLC292$20.2K0.00%−225−43.5%Reduced
Transamerica Financial Advisors, Inc.294$20.4K0.00%−26−8.1%Reduced
Los Angeles Capital Management LLC298$20.7K0.00%00.0%Unchanged
Rothschild Investment LLC342$23.7K0.00%+282+470.0%Added
Bare Financial Services, Inc348$24.1K0.01%+179+105.9%Added
Kilter Group LLC361$25.0K0.01%+194+116.2%Added
IFP Advisors, Inc368$25.5K0.00%+31+9.2%Added
Whittier Trust Co of Nevada Inc361$26.0K0.00%+46+14.6%Added
First Horizon Corp386$26.8K0.00%−251−39.4%Reduced
Valued Wealth Advisors LLC386$26.8K0.01%00.0%Unchanged
Kemnay Advisory Services Inc.411$28.5K0.00%−266−39.3%Reduced
Pinnacle Wealth Planning Services, Inc.426$29.5K0.00%−12−2.7%Reduced
Harbour Investments, Inc.458$31.8K0.00%+29+6.8%Added
Umb Bank N A477$33.1K0.00%+372+354.3%Added
Optiver Holding B.V.502$34.8K0.00%+502New
Kayne Anderson Rudnick Investment Management LLC533$37.0K0.00%+533New
Assetmark, Inc555$38.5K0.00%+362+187.6%Added
DekaBank Deutsche Girozentrale592$40.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC618$42.9K0.00%+291+89.0%Added
Huntington National Bank628$43.5K0.00%−132−17.4%Reduced
Covestor Ltd637$45.0K0.03%+340+114.5%Added
Smartleaf Asset Management LLC706$49.5K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC721$50.0K0.00%+721New
National Bank of Canada808$56.0K0.00%+77+10.5%Added
Graticule Asia Macro Advisors LLC1,124$77.9K0.01%+1,124New
State of Wyoming1,140$79.0K0.01%−591−34.1%Reduced
Globeflex Capital L P1,257$87.2K0.01%00.0%Unchanged