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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Merit Medical Systems Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 1,297 | $89.9K | 0.00% | +190+17.2% | Added |
| Palouse Capital Management, Inc. | 1,315 | $91.2K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,350 | $93.6K | 0.00% | +97+7.7% | Added |
| Eurizon Capital SGR S.p.A. | 1,434 | $100.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,480 | $102.6K | 0.00% | +1,480 | New |
| Bayforest Capital Ltd | 1,521 | $105.5K | 0.10% | +315+26.1% | Added |
| New Age Alpha Advisors, LLC | 1,601 | $111.0K | 0.00% | −64−3.8% | Reduced |
| Hantz Financial Services, Inc. | 1,616 | $112.0K | 0.00% | +1,477+1,062.6% | Added |
| KBC Group NV | 1,668 | $116.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,831 | $127.0K | 0.00% | +191+11.6% | Added |
| EverSource Wealth Advisors, LLC | 1,833 | $127.1K | 0.00% | +282+18.2% | Added |
| Allworth Financial LP | 1,920 | $133.1K | 0.00% | +1,811+1,661.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,955 | $135.6K | 0.00% | +1,955 | New |
| Ronald Blue Trust, Inc. | 1,973 | $136.8K | 0.00% | +182+10.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $140.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,212 | $153.4K | 0.00% | +1,468+197.3% | Added |
| Tower Research Capital LLC (TRC) | 2,478 | $171.8K | 0.00% | −2,131−46.2% | Reduced |
| TD Private Client Wealth LLC | 2,508 | $173.9K | 0.00% | +258+11.5% | Added |
| US Bancorp | 2,511 | $174.1K | 0.00% | −569−18.5% | Reduced |
| STRS Ohio | 2,600 | $180.3K | 0.00% | −200−7.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,680 | $185.8K | 0.15% | +680+34.0% | Added |
| Hilltop National Bank | 2,702 | $187.4K | 0.04% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 2,914 | $202.1K | 0.09% | +2,914 | New |
| Epiq Partners, LLC | 3,000 | $208.0K | 0.09% | +3,000 | New |
| Nykredit A/S | 3,024 | $209.7K | 0.00% | +3,024 | New |
| Brindle & Bay Financial Advisors, LLC | 3,073 | $213.1K | 0.11% | +3,073 | New |
| Central Pacific Bank - Trust Division | 3,107 | $215.4K | 0.02% | +380+13.9% | Added |
| ZWJ Investment Counsel Inc | 3,108 | $215.5K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,150 | $218.4K | 0.01% | +3,150 | New |
| Simplex Trading, LLC | 3,158 | $219.0K | 0.01% | +3,158 | New |
| ISAM Funds (UK) Ltd | 3,200 | $221.9K | 0.16% | +3,200 | New |
| GAMMA Investing LLC | 3,250 | $225.4K | 0.01% | +2,281+235.4% | Added |
| CIBC Asset Management Inc | 3,276 | $227.2K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,295 | $228.5K | 0.01% | −414−11.2% | Reduced |
| CIBC Bancorp USA Inc. | 3,345 | $231.9K | 0.00% | +110+3.4% | Added |
| WSFS Capital Management, LLC | 3,445 | $238.9K | 0.01% | +105+3.1% | Added |
| Personal Cfo Solutions, LLC | 3,455 | $239.5K | 0.03% | +165+5.0% | Added |
| Marco Investment Management LLC | 3,465 | $240.3K | 0.02% | +325+10.4% | Added |
| SRS Capital Advisors, Inc. | 3,488 | $241.9K | 0.00% | +3,278+1,561.0% | Added |
| Centiva Capital, LP | 3,490 | $242.0K | 0.01% | −2,435−41.1% | Reduced |
| Significant Wealth Partners LLC | 3,534 | $245.0K | 0.27% | +170+5.1% | Added |
| Principal Securities, Inc. | 3,566 | $247.3K | 0.00% | +112+3.2% | Added |
| Vestcor Inc | 3,575 | $248.0K | 0.01% | −4,958−58.1% | Reduced |
| DnB Asset Management AS | 3,672 | $254.6K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,739 | $259.3K | 0.03% | +15+0.4% | Added |
| Norden Group LLC | 3,765 | $261.1K | 0.02% | +558+17.4% | Added |
| Graetz Wealth LLC | 3,927 | $272.3K | 0.22% | +687+21.2% | Added |
| Brighton Jones LLC | 3,957 | $274.4K | 0.01% | +3,957 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,969 | $275.3K | 0.00% | +744+23.1% | Added |
| Weiss Asset Management LP | 4,012 | $278.2K | 0.00% | +4,012 | New |
| Pure Financial Advisors, Inc. | 4,062 | $281.7K | 0.00% | +4,062 | New |
| Sequoia Financial Advisors, LLC | 4,066 | $281.9K | 0.00% | +4,066 | New |
| CI Private Wealth, LLC | 4,081 | $283.0K | 0.00% | −11,078−73.1% | Reduced |
| Ensign Peak Advisors, Inc | 4,094 | $283.9K | 0.00% | +750+22.4% | Added |
| SG Americas Securities, LLC | 4,104 | $285.0K | 0.00% | −7,237−63.8% | Reduced |
| Wedbush Securities Inc | 4,200 | $291.0K | 0.01% | +3+0.1% | Added |
| Brucke Financial, Inc. | 4,228 | $293.2K | 0.13% | +370+9.6% | Added |
| Old National Bancorp | 4,245 | $294.3K | 0.01% | +805+23.4% | Added |
| Sowell Financial Services LLC | 4,430 | $307.2K | 0.01% | −49−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 4,451 | $308.6K | 0.03% | −1,851−29.4% | Reduced |
| TradeLink Capital LLC | 4,463 | $309.0K | 3.04% | +4,463 | New |
| Crossmark Global Holdings, Inc. | 4,593 | $318.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,617 | $320.1K | 0.00% | +182+4.1% | Added |
| Great Lakes Advisors, LLC | 4,646 | $322.2K | 0.00% | −428−8.4% | Reduced |
| Ethic Inc. | 4,662 | $323.3K | 0.00% | +352+8.2% | Added |
| Empowered Funds, LLC | 4,690 | $325.2K | 0.00% | +4,690 | New |
| Callan Family Office, LLC | 4,918 | $341.0K | 0.01% | −5,708−53.7% | Reduced |
| Independent Financial Group, LLC | 5,021 | $348.2K | 0.01% | +5,021 | New |
| Lido Advisors, LLC | 5,101 | $353.7K | 0.00% | +741+17.0% | Added |
| Merit Financial Group, LLC | 5,240 | $363.3K | 0.00% | +5,240 | New |
| Magnetar Financial LLC | 5,286 | $366.5K | 0.00% | +5,286 | New |
| Colony Group, LLC | 5,329 | $369.5K | 0.00% | +5,329 | New |
| Mount Yale Investment Advisors, LLC | 5,425 | $376.2K | 0.01% | +300+5.9% | Added |
| Ameritas Investment Partners, Inc. | 5,431 | $376.6K | 0.01% | +682+14.4% | Added |
| CWC Advisors, LLC. | 5,484 | $380.3K | 0.17% | −256−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,590 | $388.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,600 | $388.3K | 0.00% | −1,600−22.2% | Reduced |
| Everence Capital Management Inc | 5,690 | $395.0K | 0.02% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 5,743 | $398.2K | 0.33% | +968+20.3% | Added |
| HSBC Holdings PLC | 5,983 | $413.7K | 0.00% | +5,983 | New |
| HighTower Advisors, LLC | 5,982 | $414.8K | 0.00% | −9,032−60.2% | Reduced |
| Xponance, Inc. | 6,061 | $420.3K | 0.00% | +479+8.6% | Added |
| Bridgefront Capital, LLC | 6,473 | $448.8K | 0.12% | +6,473 | New |
| Quadrant Capital Group LLC | 6,487 | $449.8K | 0.01% | +1,578+32.1% | Added |
| Smith Group Asset Management, LLC | 6,492 | $450.2K | 0.02% | +77+1.2% | Added |
| BAM Wealth Management, LLC | 6,541 | $453.6K | 0.28% | +2,365+56.6% | Added |
| SageView Advisory Group, LLC | 6,544 | $453.8K | 0.01% | +1,441+28.2% | Added |
| Swiss Life Asset Management Ltd | 6,687 | $463.7K | 0.00% | +528+8.6% | Added |
| Virtus ETF Advisers LLC | 6,718 | $465.8K | 0.18% | +805+13.6% | Added |
| Mutual of America Capital Management LLC | 6,832 | $473.7K | 0.00% | +47+0.7% | Added |
| Abel Hall, LLC | 7,260 | $503.4K | 0.09% | +7,260 | New |
| Mirabella Financial Services LLP | 7,319 | $507.5K | 0.05% | −4,587−38.5% | Reduced |
| Voleon Capital Management LP | 7,928 | $549.7K | 0.01% | +2,163+37.5% | Added |
| Karras Company, Inc. | 7,950 | $551.3K | 0.50% | −3,575−31.0% | Reduced |
| Portside Wealth Group, LLC | 8,079 | $560.2K | 0.07% | +2,625+48.1% | Added |
| Whalen Wealth Management Inc. | 8,238 | $571.2K | 0.26% | +2,374+40.5% | Added |
| ProShare Advisors LLC | 8,533 | $591.7K | 0.00% | −576−6.3% | Reduced |
| Maryland State Retirement & Pension System | 8,708 | $603.8K | 0.01% | +80+0.9% | Added |
| Vident Advisory, LLC | 8,887 | $616.2K | 0.00% | +423+5.0% | Added |
| M&T Bank Corp | 8,993 | $623.5K | 0.00% | +8,993 | New |