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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 9,459 | $655.9K | 0.01% | −22,701−70.6% | Reduced |
| Winnow Wealth LLC | 9,388 | $650.9K | 0.44% | −490−5.0% | Reduced |
| QRG Capital Management, Inc. | 9,305 | $645.2K | 0.01% | +917+10.9% | Added |
| Guidance Capital, Inc | 8,503 | $642.4K | 0.14% | +335+4.1% | Added |
| M&T Bank Corp | 8,993 | $623.5K | 0.00% | +8,993 | New |
| Vident Advisory, LLC | 8,887 | $616.2K | 0.00% | +423+5.0% | Added |
| Maryland State Retirement & Pension System | 8,708 | $603.8K | 0.01% | +80+0.9% | Added |
| ProShare Advisors LLC | 8,533 | $591.7K | 0.00% | −576−6.3% | Reduced |
| Whalen Wealth Management Inc. | 8,238 | $571.2K | 0.26% | +2,374+40.5% | Added |
| Portside Wealth Group, LLC | 8,079 | $560.2K | 0.07% | +2,625+48.1% | Added |
| Karras Company, Inc. | 7,950 | $551.3K | 0.50% | −3,575−31.0% | Reduced |
| Voleon Capital Management LP | 7,928 | $549.7K | 0.01% | +2,163+37.5% | Added |
| Mirabella Financial Services LLP | 7,319 | $507.5K | 0.05% | −4,587−38.5% | Reduced |
| Abel Hall, LLC | 7,260 | $503.4K | 0.09% | +7,260 | New |
| Mutual of America Capital Management LLC | 6,832 | $473.7K | 0.00% | +47+0.7% | Added |
| Virtus ETF Advisers LLC | 6,718 | $465.8K | 0.18% | +805+13.6% | Added |
| Swiss Life Asset Management Ltd | 6,687 | $463.7K | 0.00% | +528+8.6% | Added |
| SageView Advisory Group, LLC | 6,544 | $453.8K | 0.01% | +1,441+28.2% | Added |
| BAM Wealth Management, LLC | 6,541 | $453.6K | 0.28% | +2,365+56.6% | Added |
| Smith Group Asset Management, LLC | 6,492 | $450.2K | 0.02% | +77+1.2% | Added |
| Quadrant Capital Group LLC | 6,487 | $449.8K | 0.01% | +1,578+32.1% | Added |
| Bridgefront Capital, LLC | 6,473 | $448.8K | 0.12% | +6,473 | New |
| Xponance, Inc. | 6,061 | $420.3K | 0.00% | +479+8.6% | Added |
| HighTower Advisors, LLC | 5,982 | $414.8K | 0.00% | −9,032−60.2% | Reduced |
| HSBC Holdings PLC | 5,983 | $413.7K | 0.00% | +5,983 | New |
| Oakmont Advisory Group, LLC | 5,743 | $398.2K | 0.33% | +968+20.3% | Added |
| Everence Capital Management Inc | 5,690 | $395.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,600 | $388.3K | 0.00% | −1,600−22.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,590 | $388.0K | 0.00% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 5,484 | $380.3K | 0.17% | −256−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,431 | $376.6K | 0.01% | +682+14.4% | Added |
| Mount Yale Investment Advisors, LLC | 5,425 | $376.2K | 0.01% | +300+5.9% | Added |
| Colony Group, LLC | 5,329 | $369.5K | 0.00% | +5,329 | New |
| Magnetar Financial LLC | 5,286 | $366.5K | 0.00% | +5,286 | New |
| Merit Financial Group, LLC | 5,240 | $363.3K | 0.00% | +5,240 | New |
| Lido Advisors, LLC | 5,101 | $353.7K | 0.00% | +741+17.0% | Added |
| Independent Financial Group, LLC | 5,021 | $348.2K | 0.01% | +5,021 | New |
| Callan Family Office, LLC | 4,918 | $341.0K | 0.01% | −5,708−53.7% | Reduced |
| Empowered Funds, LLC | 4,690 | $325.2K | 0.00% | +4,690 | New |
| Ethic Inc. | 4,662 | $323.3K | 0.00% | +352+8.2% | Added |
| Great Lakes Advisors, LLC | 4,646 | $322.2K | 0.00% | −428−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,617 | $320.1K | 0.00% | +182+4.1% | Added |
| Crossmark Global Holdings, Inc. | 4,593 | $318.5K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 4,463 | $309.0K | 3.04% | +4,463 | New |
| Keebeck Wealth Management, LLC | 4,451 | $308.6K | 0.03% | −1,851−29.4% | Reduced |
| Sowell Financial Services LLC | 4,430 | $307.2K | 0.01% | −49−1.1% | Reduced |
| Old National Bancorp | 4,245 | $294.3K | 0.01% | +805+23.4% | Added |
| Brucke Financial, Inc. | 4,228 | $293.2K | 0.13% | +370+9.6% | Added |
| Wedbush Securities Inc | 4,200 | $291.0K | 0.01% | +3+0.1% | Added |
| SG Americas Securities, LLC | 4,104 | $285.0K | 0.00% | −7,237−63.8% | Reduced |
| Ensign Peak Advisors, Inc | 4,094 | $283.9K | 0.00% | +750+22.4% | Added |
| CI Private Wealth, LLC | 4,081 | $283.0K | 0.00% | −11,078−73.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,066 | $281.9K | 0.00% | +4,066 | New |
| Pure Financial Advisors, Inc. | 4,062 | $281.7K | 0.00% | +4,062 | New |
| Weiss Asset Management LP | 4,012 | $278.2K | 0.00% | +4,012 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,969 | $275.3K | 0.00% | +744+23.1% | Added |
| Brighton Jones LLC | 3,957 | $274.4K | 0.01% | +3,957 | New |
| Graetz Wealth LLC | 3,927 | $272.3K | 0.22% | +687+21.2% | Added |
| Norden Group LLC | 3,765 | $261.1K | 0.02% | +558+17.4% | Added |
| Hohimer Wealth Management, LLC | 3,739 | $259.3K | 0.03% | +15+0.4% | Added |
| DnB Asset Management AS | 3,672 | $254.6K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,575 | $248.0K | 0.01% | −4,958−58.1% | Reduced |
| Principal Securities, Inc. | 3,566 | $247.3K | 0.00% | +112+3.2% | Added |
| Significant Wealth Partners LLC | 3,534 | $245.0K | 0.27% | +170+5.1% | Added |
| Centiva Capital, LP | 3,490 | $242.0K | 0.01% | −2,435−41.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,488 | $241.9K | 0.00% | +3,278+1,561.0% | Added |
| Marco Investment Management LLC | 3,465 | $240.3K | 0.02% | +325+10.4% | Added |
| Personal Cfo Solutions, LLC | 3,455 | $239.5K | 0.03% | +165+5.0% | Added |
| WSFS Capital Management, LLC | 3,445 | $238.9K | 0.01% | +105+3.1% | Added |
| CIBC Bancorp USA Inc. | 3,345 | $231.9K | 0.00% | +110+3.4% | Added |
| Angeles Wealth Management, LLC | 3,295 | $228.5K | 0.01% | −414−11.2% | Reduced |
| CIBC Asset Management Inc | 3,276 | $227.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,250 | $225.4K | 0.01% | +2,281+235.4% | Added |
| ISAM Funds (UK) Ltd | 3,200 | $221.9K | 0.16% | +3,200 | New |
| Simplex Trading, LLC | 3,158 | $219.0K | 0.01% | +3,158 | New |
| Profund Advisors LLC | 3,150 | $218.4K | 0.01% | +3,150 | New |
| ZWJ Investment Counsel Inc | 3,108 | $215.5K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,107 | $215.4K | 0.02% | +380+13.9% | Added |
| Brindle & Bay Financial Advisors, LLC | 3,073 | $213.1K | 0.11% | +3,073 | New |
| Nykredit A/S | 3,024 | $209.7K | 0.00% | +3,024 | New |
| Epiq Partners, LLC | 3,000 | $208.0K | 0.09% | +3,000 | New |
| Guardian Asset Advisors, LLC | 2,914 | $202.1K | 0.09% | +2,914 | New |
| Hilltop National Bank | 2,702 | $187.4K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,680 | $185.8K | 0.15% | +680+34.0% | Added |
| STRS Ohio | 2,600 | $180.3K | 0.00% | −200−7.1% | Reduced |
| US Bancorp | 2,511 | $174.1K | 0.00% | −569−18.5% | Reduced |
| TD Private Client Wealth LLC | 2,508 | $173.9K | 0.00% | +258+11.5% | Added |
| Tower Research Capital LLC (TRC) | 2,478 | $171.8K | 0.00% | −2,131−46.2% | Reduced |
| Signaturefd, LLC | 2,212 | $153.4K | 0.00% | +1,468+197.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $140.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,973 | $136.8K | 0.00% | +182+10.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,955 | $135.6K | 0.00% | +1,955 | New |
| Allworth Financial LP | 1,920 | $133.1K | 0.00% | +1,811+1,661.5% | Added |
| EverSource Wealth Advisors, LLC | 1,833 | $127.1K | 0.00% | +282+18.2% | Added |
| Pacer Advisors, Inc. | 1,831 | $127.0K | 0.00% | +191+11.6% | Added |
| KBC Group NV | 1,668 | $116.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,616 | $112.0K | 0.00% | +1,477+1,062.6% | Added |
| New Age Alpha Advisors, LLC | 1,601 | $111.0K | 0.00% | −64−3.8% | Reduced |
| Bayforest Capital Ltd | 1,521 | $105.5K | 0.10% | +315+26.1% | Added |
| Lazard Asset Management LLC | 1,480 | $102.6K | 0.00% | +1,480 | New |