Merit Medical SystemsMMSI

13F holders, Q2 2026 (June 30)
405holders +5
61new positions
56sold out
7famous investors
$69.36avg. 13F price*

At the end of Q2 2026, 405 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 5 from Q1 2026. 61 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($656.3M), Vanguard Portfolio Management LLC ($240.9M) and Vanguard Capital Management LLC ($179.6M). 7 famous investors held it, including Lee Ainslie (0.6% of Maverick Capital's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Merit Medical Systems Inc.
CUSIP
589889104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 304Q1 2024Q2 2024: 320Q2 2024Q3 2024: 378Q3 2024Q4 2024: 385Q4 2024Q1 2025: 379Q1 2025Q2 2025: 379Q2 2025Q3 2025: 378Q3 2025Q4 2025: 390Q4 2025Q1 2026: 400Q1 2026Q2 2026: 405Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions61$98.2M
Exits56$73.2M

All 13F filers, Q1 2026 → Q2 2026: 8,049,975 shares bought and 5,657,558 shares sold, net +2,392,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 405 holders

BlackRock, Inc. 0.01% Add +7.1% 9,464,542 $656.3M
Vanguard Portfolio Management LLC 0.01% Reduce -1.4% 3,473,833 $240.9M
Vanguard Capital Management LLC 0.00% Reduce -2.5% 2,590,454 $179.6M
State Street Corp. 0.01% Add +4.8% 2,474,512 $171.6M
Conestoga Capital Advisors, LLC 2.99% Reduce -8.7% 1,979,790 $137.3M
Geode Capital Management, LLC 0.01% Add +7.8% 1,625,950 $112.8M
Fuller & Thaler Asset Management, Inc. 0.30% Reduce -23.8% 1,613,002 $111.8M
Dimensional Fund Advisors LP 0.02% Add +17.9% 1,458,823 $101.2M
Nomura Asset Management International Inc. 0.13% Add +6.8% 1,279,152 $88.7M
Congress Asset Management Co. 0.51% Add +15.1% 1,184,337 $82.1M
William Blair Investment Management, LLC 0.24% Add +46.3% 1,137,790 $78.9M
Greenhouse Funds LLLP 3.91% Reduce -4.5% 1,072,098 $74.3M
Citigroup Inc. 0.03% Reduce -3.8% 1,022,497 $70.9M
FMR LLC 0.00% Add +0.8% 1,012,810 $70.2M
Westwood Holdings Group Inc. 0.53% Add +6.9% 1,011,377 $70.1M
Morgan Stanley 0.00% Reduce -20.1% 1,006,891 $69.8M
Neuberger Berman Group LLC 0.05% Add +17953.8% 1,002,168 $69.5M
Maverick Capital 0.61% Add +37.0% 978,617 $67.9M
T. Rowe Price Associates Inc. 0.01% Add +46.4% 958,736 $66.5M
Citadel Advisors 0.04% Reduce -5.5% 909,863 $63.1M
Royal Bank of Canada 0.01% Reduce -10.2% 826,944 $57.3M
Charles Schwab Investment Management Inc. 0.01% Add +10.1% 743,937 $51.6M
Norges Bank 0.00% — 711,160 $49.3M
Northern Trust Corp. 0.01% Add +4.0% 709,267 $49.2M
Massachusetts Financial Services Co. 0.01% Add +51.8% 679,195 $47.1M
JPMorgan Chase & Co. 0.00% Add +4.4% 644,037 $45.3M
Nuveen, LLC 0.01% Add +8.9% 594,794 $41.2M
Irenic Capital Management LP 2.71% New 542,589 $37.6M
Aberdeen Group plc 0.05% Add +25.6% 538,196 $37.3M
Bank of America Corp. 0.00% Reduce -8.0% 534,412 $37.1M
Wells Fargo & Company 0.01% Add +6.6% 523,502 $36.3M
Goldman Sachs Group Inc. 0.00% Reduce -21.6% 508,223 $35.2M
UBS Group AG 0.01% Add +45.5% 495,598 $34.4M
Manufacturers Life Insurance Company, The 0.03% Add +8.1% 484,435 $33.6M
Fort Washington Investment Advisors Inc. 0.17% Add +13.1% 476,148 $33.0M
Oberweis Asset Management Inc./ 0.68% Add +11.6% 473,409 $32.8M
Boston Trust Walden Corp 0.25% Add +70.6% 472,856 $32.8M
Frontier Capital Management Co. LLC 0.30% Add +8.8% 468,540 $32.5M
AQR Capital Management 0.01% Add +1757.5% 464,201 $32.2M
Nomura Holdings Inc. 0.13% Add +3.6% 440,736 $30.6M
Two Sigma Investments, LP 0.02% Add +291.4% 434,687 $30.1M
Bank of New York Mellon Corp 0.00% Add +7.0% 410,578 $28.5M
Champlain Investment Partners, LLC 0.72% Add +39.0% 403,922 $28.0M
Vanguard Fiduciary Trust Co. 0.01% Reduce -3.2% 397,613 $27.6M
Principal Financial Group Inc. 0.01% Add +1.1% 350,627 $24.3M
Marshall Wace, LLP 0.02% Reduce -39.2% 349,216 $24.2M
Aristotle Capital Boston, LLC 1.47% Reduce -16.2% 316,536 $21.9M
Sei Investments Co. 0.02% Add +29.8% 296,546 $20.6M
Fifth Third Bancorp 0.03% Reduce -5.3% 296,465 $20.6M
Envestnet Asset Management Inc. 0.00% Add +6.3% 281,386 $19.5M
Ameriprise Financial Inc. 0.00% Add +10.3% 276,817 $19.2M
Raymond James Financial Inc. 0.01% Reduce -28.6% 269,209 $18.7M
MetLife Investment Management, LLC 0.08% Add +703.3% 257,369 $17.8M
SG Capital Management LLC 1.53% New 243,504 $16.9M
J. Goldman & Co LP 0.59% New 242,787 $16.8M
Silvercrest Asset Management Group LLC 0.11% Reduce -7.9% 239,197 $16.6M
Public Sector Pension Investment Board 0.04% Reduce -3.3% 208,889 $14.5M
Handelsbanken Fonder AB 0.04% Reduce -0.6% 203,775 $14.1M
Point72 Asset Management 0.02% Reduce -72.5% 203,739 $14.1M
PFM Health Sciences, LP 1.19% Add +21.3% 197,038 $13.7M
Rockefeller Capital Management L.P. 0.02% Reduce -21.7% 196,374 $13.6M
D. E. Shaw & Co. 0.01% Add +41.4% 189,664 $13.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +49.9% 186,372 $12.9M
Invesco Ltd. 0.00% Add +2.1% 186,167 $12.9M
Walleye Capital LLC 0.07% Add +19.7% 180,680 $12.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.8% 173,854 $12.1M
Man Group plc 0.02% Reduce -3.3% 171,950 $11.9M
Balyasny Asset Management L.P. 0.02% Reduce -49.5% 161,785 $11.2M
Tidal Investments LLC 0.03% Reduce -22.0% 160,234 $11.1M
WINTON GROUP Ltd 0.33% Reduce -7.0% 147,589 $10.2M
Creative Planning 0.01% Add +95.6% 146,939 $10.2M
Rhumbline Advisers 0.01% Reduce -8.5% 145,921 $10.1M
Wellington Management Group LLP 0.00% Reduce -52.9% 143,037 $9.9M
Curi Capital, LLC 0.15% Reduce -13.0% 140,181 $9.7M
EULAV Asset Management 0.31% No change 138,000 $9.6M
Osaic Holdings, Inc. 0.01% Add +28.9% 137,231 $9.5M
Legal & General Group Plc 0.00% Reduce -0.1% 136,606 $9.5M
Assenagon Asset Management S.A. 0.01% Reduce -34.3% 135,381 $9.4M
Ranger Investment Management, L.P. 0.57% Reduce -6.4% 130,447 $9.0M
Renaissance Technologies 0.01% Reduce -60.1% 125,412 $8.7M
Amundi 0.00% Add +11.3% 124,789 $8.7M
Renaissance Group LLC 0.34% Reduce -1.1% 121,170 $8.4M
Swiss National Bank 0.00% Add +2.1% 119,700 $8.3M
American Capital Management Inc. 0.33% Reduce -9.3% 104,967 $7.3M
Impax Asset Management Group plc 0.04% Reduce -2.4% 97,558 $6.8M
Deutsche Bank AG 0.00% Add +10.0% 95,334 $6.6M
California Public Employees Retirement System 0.00% Add +0.8% 94,172 $6.5M
American Century Companies Inc. 0.00% Add +7.9% 92,422 $6.4M
Panagora Asset Management Inc. 0.02% Add +61.3% 90,055 $6.2M
Arrowstreet Capital, Limited Partnership 0.00% New 88,247 $6.1M
Trillium Asset Management, LLC 0.19% Add +10.6% 88,038 $6.1M
Wilmington Savings Fund Society, FSB 0.13% Reduce -1.6% 85,282 $5.9M
King Luther Capital Management Corp. 0.02% Add +23.5% 83,198 $5.8M
Seizert Capital Partners, LLC 0.23% Add +197.2% 79,476 $5.5M
New York State Teachers Retirement System 0.01% Add +10.7% 78,446 $5.4M
Peak Retirement Planning, Inc. 0.81% Add +63.9% 74,008 $5.1M
Barclays PLC 0.00% Add +17.4% 71,908 $5.0M
Alliancebernstein L.P. 0.00% Add +10.8% 70,911 $4.9M
Thrive Capital Management, LLC 0.91% Add +43.8% 69,350 $4.8M
California State Teachers Retirement System 0.00% Reduce -2.9% 67,525 $4.7M

"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.

Show all 405 holders