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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 64,389 | $4.46M | 0.00% | +17,253+36.6% | Added |
| Holocene Advisors, LP | 65,406 | $4.54M | 0.01% | +53,581+453.1% | Added |
| Martin & Co Inc | 65,628 | $4.55M | 0.71% | +20,571+45.7% | Added |
| Bessemer Group Inc | 65,993 | $4.58M | 0.01% | −175,235−72.6% | Reduced |
| California State Teachers Retirement System | 67,525 | $4.68M | 0.00% | −1,980−2.8% | Reduced |
| Thrive Capital Management, LLC | 69,350 | $4.81M | 0.91% | +21,120+43.8% | Added |
| Alliancebernstein L.P. | 70,911 | $4.89M | 0.00% | +6,917+10.8% | Added |
| Barclays PLC | 71,908 | $4.99M | 0.00% | +10,648+17.4% | Added |
| Peak Retirement Planning, Inc. | 74,008 | $5.13M | 0.81% | +28,865+63.9% | Added |
| New York State Teachers Retirement System | 78,446 | $5.44M | 0.01% | +7,562+10.7% | Added |
| Seizert Capital Partners, LLC | 79,476 | $5.51M | 0.23% | +52,737+197.2% | Added |
| King Luther Capital Management Corp | 83,198 | $5.77M | 0.02% | +15,835+23.5% | Added |
| Bryn Mawr Trust Co | 85,282 | $5.91M | 0.13% | −1,374−1.6% | Reduced |
| Trillium Asset Management, LLC | 88,038 | $6.10M | 0.19% | +8,432+10.6% | Added |
| Arrowstreet Capital, Limited Partnership | 88,247 | $6.12M | 0.00% | +88,247 | New |
| Panagora Asset Management Inc | 90,055 | $6.24M | 0.02% | +34,208+61.3% | Added |
| American Century Companies Inc | 92,422 | $6.41M | 0.00% | +6,761+7.9% | Added |
| California Public Employees Retirement System | 94,172 | $6.53M | 0.00% | +722+0.8% | Added |
| Deutsche Bank AG | 95,334 | $6.61M | 0.00% | +8,700+10.0% | Added |
| Impax Asset Management Group plc | 97,558 | $6.76M | 0.04% | −2,442−2.4% | Reduced |
| American Capital Management Inc | 104,967 | $7.28M | 0.33% | −10,808−9.3% | Reduced |
| Swiss National Bank | 119,700 | $8.30M | 0.00% | +2,500+2.1% | Added |
| Renaissance Group LLC | 121,170 | $8.40M | 0.34% | −1,381−1.1% | Reduced |
| Amundi | 124,789 | $8.65M | 0.00% | +12,690+11.3% | Added |
| Renaissance Technologies LLC | 125,412 | $8.70M | 0.01% | −188,800−60.1% | Reduced |
| Ranger Investment Management, L.P. | 130,447 | $9.05M | 0.57% | −8,978−6.4% | Reduced |
| Assenagon Asset Management S.A. | 135,381 | $9.39M | 0.01% | −70,521−34.2% | Reduced |
| Legal & General Group Plc | 136,606 | $9.47M | 0.00% | −72−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 137,231 | $9.52M | 0.01% | +30,779+28.9% | Added |
| EULAV Asset Management | 138,000 | $9.57M | 0.31% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 140,181 | $9.72M | 0.15% | −20,940−13.0% | Reduced |
| Wellington Management Group LLP | 143,037 | $9.92M | 0.00% | −160,791−52.9% | Reduced |
| Rhumbline Advisers | 145,921 | $10.1M | 0.01% | −13,616−8.5% | Reduced |
| Creative Planning | 146,939 | $10.2M | 0.01% | +71,818+95.6% | Added |
| Winton Group Ltd | 147,589 | $10.2M | 0.33% | −11,194−7.0% | Reduced |
| Toroso Investments, LLC | 160,234 | $11.1M | 0.03% | −45,113−22.0% | Reduced |
| Balyasny Asset Management LLC | 161,785 | $11.2M | 0.02% | −158,874−49.5% | Reduced |
| Man Group plc | 171,950 | $11.9M | 0.02% | −5,847−3.3% | Reduced |
| UBS Asset Management Americas Inc | 173,854 | $12.1M | 0.00% | +18,276+11.7% | Added |
| Walleye Capital LLC | 180,680 | $12.5M | 0.06% | +29,717+19.7% | Added |
| Invesco Ltd. | 186,167 | $12.9M | 0.00% | +3,784+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 186,372 | $12.9M | 0.02% | +62,044+49.9% | Added |
| D. E. Shaw & Co., Inc. | 189,664 | $13.2M | 0.01% | +55,508+41.4% | Added |
| Rockefeller Capital Management L.P. | 196,374 | $13.6M | 0.02% | −54,400−21.7% | Reduced |
| PFM Health Sciences, LP | 197,038 | $13.7M | 1.19% | +34,569+21.3% | Added |
| Point72 Asset Management, L.P. | 203,739 | $14.1M | 0.02% | −538,203−72.5% | Reduced |
| Handelsbanken Fonder AB | 203,775 | $14.1M | 0.04% | −1,134−0.6% | Reduced |
| Public Sector Pension Investment Board | 208,889 | $14.5M | 0.04% | −7,180−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 239,197 | $16.6M | 0.11% | −20,458−7.9% | Reduced |
| J. Goldman & Co LP | 242,787 | $16.8M | 0.59% | +242,787 | New |
| SG Capital Management LLC | 243,504 | $16.9M | 1.53% | +243,504 | New |
| MetLife Investment Management | 257,369 | $17.8M | 0.08% | +225,329+703.3% | Added |
| Raymond James Financial Inc | 269,209 | $18.7M | 0.01% | −107,549−28.5% | Reduced |
| Ameriprise Financial Inc | 276,817 | $19.2M | 0.00% | +25,879+10.3% | Added |
| Envestnet Asset Management Inc | 281,386 | $19.5M | 0.00% | +16,642+6.3% | Added |
| Fifth Third Bancorp | 296,465 | $20.6M | 0.03% | −16,561−5.3% | Reduced |
| SEI Investments Co | 296,546 | $20.6M | 0.02% | +68,002+29.8% | Added |
| Aristotle Capital Boston, LLC | 316,536 | $21.9M | 1.47% | −61,044−16.2% | Reduced |
| Marshall Wace, LLP | 349,216 | $24.2M | 0.02% | −225,220−39.2% | Reduced |
| Principal Financial Group Inc | 350,627 | $24.3M | 0.01% | +3,879+1.1% | Added |
| Vanguard Fiduciary Trust Co | 397,613 | $27.6M | 0.01% | −13,047−3.2% | Reduced |
| Champlain Investment Partners, LLC | 403,922 | $28.0M | 0.72% | +113,422+39.0% | Added |
| Bank of New York Mellon Corp | 410,578 | $28.5M | 0.00% | +26,802+7.0% | Added |
| Two Sigma Investments, LP | 434,687 | $30.1M | 0.02% | +323,620+291.4% | Added |
| Nomura Holdings Inc | 440,736 | $30.6M | 0.13% | +15,431+3.6% | Added |
| AQR Capital Management LLC | 464,201 | $32.2M | 0.01% | +439,211+1,757.5% | Added |
| Frontier Capital Management Co LLC | 468,540 | $32.5M | 0.30% | +37,922+8.8% | Added |
| Boston Trust Walden Corp | 472,856 | $32.8M | 0.25% | +195,647+70.6% | Added |
| Oberweis Asset Management Inc | 473,409 | $32.8M | 0.68% | +49,200+11.6% | Added |
| Fort Washington Investment Advisors Inc | 476,148 | $33.0M | 0.17% | +55,275+13.1% | Added |
| Manufacturers Life Insurance Company, The | 484,435 | $33.6M | 0.03% | +36,127+8.1% | Added |
| UBS Group AG | 495,598 | $34.4M | 0.01% | +154,972+45.5% | Added |
| Goldman Sachs Group Inc | 508,223 | $35.2M | 0.00% | −139,571−21.5% | Reduced |
| Wells Fargo & Company | 523,502 | $36.3M | 0.01% | +32,326+6.6% | Added |
| Bank of America Corp | 534,412 | $37.1M | 0.00% | −46,506−8.0% | Reduced |
| Standard Life Aberdeen plc | 538,196 | $37.3M | 0.05% | +109,877+25.7% | Added |
| Irenic Capital Management LP | 542,589 | $37.6M | 2.71% | +542,589 | New |
| Nuveen, LLC | 594,794 | $41.2M | 0.01% | +48,660+8.9% | Added |
| JPMorgan Chase & Co | 644,037 | $45.3M | 0.00% | +26,989+4.4% | Added |
| Massachusetts Financial Services Co | 679,195 | $47.1M | 0.02% | +231,744+51.8% | Added |
| Northern Trust Corp | 709,267 | $49.2M | 0.01% | +27,419+4.0% | Added |
| Norges Bank | 711,160 | $49.3M | 0.00% | +711,160 | New |
| Charles Schwab Investment Management Inc | 743,937 | $51.6M | 0.01% | +68,488+10.1% | Added |
| Royal Bank of Canada | 826,944 | $57.3M | 0.01% | −94,386−10.2% | Reduced |
| Citadel Advisors LLC | 909,863 | $63.1M | 0.04% | −52,921−5.5% | Reduced |
| Price T Rowe Associates Inc | 958,736 | $66.5M | 0.01% | +303,766+46.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 978,617 | $67.9M | 0.61% | +264,536+37.0% | Added |
| Neuberger Berman Group LLC | 1,002,168 | $69.5M | 0.05% | +996,617+17,953.8% | Added |
| Morgan Stanley | 1,006,891 | $69.8M | 0.00% | −254,068−20.1% | Reduced |
| Westwood Holdings Group Inc. | 1,011,377 | $70.1M | 0.53% | +64,901+6.9% | Added |
| FMR LLC | 1,012,810 | $70.2M | 0.00% | +7,872+0.8% | Added |
| Citigroup Inc | 1,022,497 | $70.9M | 0.03% | −40,218−3.8% | Reduced |
| Greenhouse Funds LLLP | 1,072,098 | $74.3M | 3.91% | −50,349−4.5% | Reduced |
| William Blair Investment Management, LLC | 1,137,790 | $78.9M | 0.24% | +360,296+46.3% | Added |
| Congress Asset Management Co | 1,184,337 | $82.1M | 0.51% | +155,088+15.1% | Added |
| Nomura Asset Management International Inc. | 1,279,152 | $88.7M | 0.13% | +80,883+6.7% | Added |
| Dimensional Fund Advisors LP | 1,458,823 | $101.2M | 0.02% | +221,525+17.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,613,002 | $111.8M | 0.30% | −502,524−23.8% | Reduced |
| Geode Capital Management, LLC | 1,625,950 | $112.8M | 0.01% | +117,576+7.8% | Added |
| Conestoga Capital Advisors, LLC | 1,979,790 | $137.3M | 2.99% | −187,723−8.7% | Reduced |