Merit Medical SystemsMMSI

13F holders, Q1 2024 (March 31)
304holders
8famous investors
$75.73avg. 13F price*

At the end of Q1 2024, 304 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings. The largest holders were BlackRock Inc. ($720.1M), Vanguard Group Inc. ($516.9M) and William Blair Investment Management, LLC ($230.5M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2024

InstitutionsTotal Value
New Positions47$55.2M
Exits35$38.1M

Ownership 304 holders

BlackRock Inc. 0.02% Reduce -4.9% 9,506,903 $720.1M
Vanguard Group Inc. 0.01% Reduce -0.9% 6,824,393 $516.9M
William Blair Investment Management, LLC 0.60% Reduce -19.7% 3,042,949 $230.5M
State Street Corp. 0.01% Add +0.8% 2,242,158 $169.8M
ArrowMark Colorado Holdings LLC 1.86% Reduce -0.3% 2,185,253 $165.5M
Conestoga Capital Advisors, LLC 2.38% Add +1.1% 2,174,483 $164.7M
Fuller & Thaler Asset Management, Inc. 0.48% Add +2.8% 1,459,438 $110.6M
Dimensional Fund Advisors LP 0.03% Add +1.0% 1,319,656 $100.0M
Geode Capital Management, LLC 0.01% Add +3.3% 1,292,614 $97.9M
Macquarie Group Ltd. 0.11% Reduce -2.7% 1,247,354 $94.5M
Invesco Ltd. 0.02% Add +54.4% 1,237,017 $93.7M
Loomis Sayles & Co. L P 0.12% Add +2.8% 1,111,198 $84.2M
Morgan Stanley 0.01% Reduce -18.9% 1,029,884 $78.0M
Royal Bank of Canada 0.02% Add +44.4% 938,872 $71.1M
FMR LLC 0.00% Add +36.5% 920,960 $69.8M
Westwood Holdings Group Inc. 0.53% Add +17.6% 880,327 $66.7M
Greenhouse Funds LLLP 4.12% Add +18.9% 860,858 $65.2M
Aristotle Capital Boston, LLC 1.96% Reduce -1.9% 853,312 $64.6M
T. Rowe Price Associates Inc. 0.01% Add +2.7% 838,843 $63.5M
Channing Capital Management, LLC 1.69% Add +14.1% 830,936 $62.9M
Northern Trust Corp. 0.01% Reduce -4.8% 679,602 $51.5M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 666,842 $50.5M
Norges Bank 0.01% Add +21.4% 609,935 $46.2M
Ameriprise Financial Inc. 0.01% Reduce -4.4% 567,685 $43.0M
Rockefeller Capital Management L.P. 0.12% Add +0.4% 554,576 $42.0M
Congress Asset Management Co. 0.28% Add +4411.3% 518,485 $39.3M
Bank of New York Mellon Corp 0.01% Reduce -32.2% 505,183 $38.3M
Bank of America Corp. 0.00% Add +2.2% 459,316 $34.8M
Wells Fargo & Company 0.01% Add +815.7% 421,873 $32.0M
JPMorgan Chase & Co. 0.00% Add +82.8% 417,577 $31.6M
Polar Capital Holdings Plc 0.17% Reduce -13.7% 412,765 $31.3M
Aberdeen Group plc 0.06% Reduce -3.9% 385,078 $29.2M
Emerald Advisers, LLC 1.13% Add +0.2% 372,292 $28.2M
Eagle Asset Management Inc. 0.14% Reduce -4.0% 359,908 $27.0M
Nomura Holdings Inc. 0.22% Add +7647.0% 353,108 $26.7M
Principal Financial Group Inc. 0.01% Add +4.8% 326,146 $24.7M
Emerald Mutual Fund Advisers Trust 1.21% Reduce -0.0% 307,141 $23.3M
Point72 Asset Management 0.07% Add +244.0% 296,962 $22.5M
Manufacturers Life Insurance Company, The 0.02% Add +5.8% 294,461 $22.3M
Citadel Advisors 0.02% Add +67.8% 288,183 $21.8M
Franklin Resources Inc. 0.01% Add +3350.5% 263,758 $20.0M
Panagora Asset Management Inc. 0.10% Add +3.5% 251,014 $19.0M
Adage Capital Partners Gp, L.L.C. 0.04% Add +150.0% 250,000 $18.9M
Frontier Capital Management Co. LLC 0.17% Reduce -3.6% 239,910 $18.2M
Voya Investment Management LLC 0.02% Reduce -17.4% 233,252 $17.7M
RK Capital Management, LLC 3.52% Reduce -6.4% 230,200 $17.4M
Nuveen Asset Management, LLC 0.01% Reduce -46.2% 226,609 $17.2M
Fisher Asset Management 0.01% Reduce -2.5% 215,583 $16.3M
New York State Common Retirement Fund 0.02% Add +9.8% 211,907 $16.1M
UBS Group AG 0.01% Add +461.2% 208,070 $15.8M
Millennium Management 0.01% Reduce -69.5% 201,863 $15.3M
Legal & General Group Plc 0.00% Reduce -1.6% 201,800 $15.3M
Comerica Bank 0.07% Reduce -1.6% 200,897 $15.2M
Sei Investments Co. 0.02% Reduce -3.5% 191,974 $14.5M
Fort Washington Investment Advisors Inc. 0.09% Add +15.4% 191,370 $14.5M
D. E. Shaw & Co. 0.02% Reduce -7.3% 190,514 $14.4M
Envestnet Asset Management Inc. 0.00% Add +14.9% 168,812 $12.8M
Rhumbline Advisers 0.01% Reduce -0.4% 165,527 $12.5M
Two Sigma Investments, LP 0.03% Add +235.5% 162,083 $12.3M
Oberweis Asset Management Inc./ 0.86% Add +46.1% 156,490 $11.9M
ExodusPoint Capital Management, LP 0.14% Reduce -24.1% 152,131 $11.5M
Ziegler Capital Management, LLC 0.42% Add +162.4% 147,377 $11.2M
Mesirow Institutional Investment Management, Inc. 0.88% Reduce -2.4% 130,787 $9.9M
Goldman Sachs Group Inc. 0.00% Reduce -30.2% 125,993 $9.5M
Raymond James & Associates 0.01% Add +1.1% 125,091 $9.5M
Public Sector Pension Investment Board 0.07% Reduce -1.2% 118,374 $9.0M
Amundi 0.00% Reduce -18.7% 125,518 $8.9M
Swiss National Bank 0.01% Add +0.4% 114,000 $8.6M
Renaissance Technologies 0.01% New 113,612 $8.6M
Trillium Asset Management, LLC 0.22% Add +1.5% 112,336 $8.5M
Axiom Investors LLC 0.07% Add +7.5% 109,610 $8.3M
Wilmington Savings Fund Society, FSB 0.30% — 102,192 $7.7M
Public Employees Retirement System of Ohio 0.03% Reduce -1.5% 95,592 $7.2M
California Public Employees Retirement System 0.00% Add +8.1% 88,341 $6.7M
Credit Suisse AG/ 0.01% Add +2.5% 85,378 $6.5M
Jefferies Financial Group Inc. 0.14% New 82,436 $6.2M
New York State Teachers Retirement System 0.01% Reduce -0.4% 81,073 $6.1M
State of Wisconsin Investment Board 0.02% Reduce -11.0% 80,973 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.3% 80,150 $6.1M
Cibc World Markets Corp. 0.04% New 80,000 $6.1M
Two Sigma Advisers, LP 0.01% Add +415.5% 76,300 $5.8M
CW Advisors, LLC 0.10% New 72,638 $5.5M
Allspring Global Investments Holdings, LLC 0.01% Add +30.5% 70,999 $5.4M
American Capital Management Inc. 0.17% Add +31.3% 68,430 $5.2M
Alliancebernstein L.P. 0.00% Reduce -3.0% 67,584 $5.1M
Deutsche Bank AG 0.00% Reduce -4.7% 67,304 $5.1M
AXA S.A. 0.02% Add +3.1% 66,082 $5.0M
Ami Asset Management Corp. 0.25% Reduce -4.7% 65,761 $5.0M
Prudential Financial Inc. 0.01% Reduce -4.9% 64,871 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +5.6% 62,343 $4.7M
Trexquant Investment LP 0.09% Add +93.4% 61,796 $4.7M
Barclays PLC 0.00% Reduce -41.6% 61,178 $4.6M
Victory Capital Management Inc. 0.00% Reduce -14.0% 60,516 $4.6M
Natixis Advisors, LLC 0.01% Add +28.8% 60,048 $4.5M
California State Teachers Retirement System 0.01% Reduce -5.0% 57,649 $4.4M
Point72 Europe (London) LLP 0.40% New 56,100 $4.2M
Bridgewater Associates 0.02% Reduce -19.0% 54,910 $4.2M
BNP Paribas Financial Markets 0.01% Add +55.3% 52,953 $4.0M
Jane Street Group, LLC 0.01% Reduce -22.8% 51,543 $3.9M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 50,542 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 50,099 $3.8M
Chartwell Investment Partners, LLC 0.13% Reduce -48.7% 48,149 $3.6M
Martin & Co. Inc. 0.83% Reduce -1.1% 44,659 $3.4M
Twinbeech Capital LP 0.07% New 44,495 $3.4M
Marshall Wace, LLP 0.01% New 43,302 $3.3M
Susquehanna Portfolio Strategies, LLC 0.07% No change 41,110 $3.1M
Citigroup Inc. 0.00% Add +2.2% 38,572 $2.9M
State of New Jersey Common Pension Fund D 0.01% No change 35,481 $2.7M
HighTower Advisors, LLC 0.00% Add +15.6% 35,313 $2.7M
LPL Financial LLC 0.00% Add +0.2% 35,370 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -1.0% 35,181 $2.7M
Illinois Municipal Retirement Fund 0.04% Reduce -5.5% 33,449 $2.5M
Qube Research & Technologies Ltd 0.00% New 33,306 $2.5M
ClariVest Asset Management LLC 0.26% Add +5.1% 33,055 $2.5M
M&T Bank Corp 0.01% Add +11.2% 32,491 $2.5M
Zions Bancorporation, N.A. 0.18% Add +5.9% 32,380 $2.5M
Squarepoint Ops LLC 0.01% New 32,064 $2.4M
Renaissance Group LLC 0.09% Add +29.2% 31,711 $2.4M
American International Group, Inc. 0.01% Reduce -0.9% 30,712 $2.3M
Martingale Asset Management L P 0.05% Reduce -0.0% 30,628 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -2.0% 29,379 $2.2M
Knights of Columbus Asset Advisors LLC 0.16% Reduce -48.8% 28,990 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -11.5% 28,904 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -1.0% 28,600 $2.2M
Glenmede Trust Co. NA 0.01% Add +3.8% 28,028 $2.1M
Janus Henderson Group PLC 0.00% No change 27,023 $2.0M
Pathstone Holdings, LLC 0.01% Add +91.4% 26,446 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -8.7% 26,362 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -4.1% 27,507 $2.0M
Blair William & Co. 0.01% Reduce -6.3% 23,289 $1.8M
Townsquare Capital LLC 0.03% New 22,563 $1.7M
Bailard, Inc. 0.05% Add +1.8% 22,533 $1.7M
State Board of Administration of Florida Retirement System 0.00% Add +36.5% 22,144 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -82.5% 20,292 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 19,744 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -0.8% 20,810 $1.5M
Exchange Traded Concepts, LLC 0.04% New 19,298 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,417 $1.4M
Amalgamated Bank 0.01% Reduce -26.4% 18,240 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -26.0% 17,763 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -11.5% 16,879 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.8% 15,989 $1.2M
Arizona State Retirement System 0.01% Reduce -1.5% 15,871 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -8.3% 15,509 $1.2M
Gabelli Funds LLC 0.01% No change 15,000 $1.1M
HSBC Holdings PLC 0.00% Add +35.1% 14,682 $1.1M
UniSuper Management Pty Ltd 0.01% New 14,302 $1.1M
Bank of Montreal 0.00% Add +80.9% 13,989 $1.1M
Handelsbanken Fonder AB 0.00% Add +26.6% 13,309 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 12,471 $945K
Stifel Financial Corp. 0.00% Add +47.6% 12,267 $929K
Engineers Gate Manager LP 0.02% Add +316.1% 12,072 $914K
Occudo Quantitative Strategies LP 0.16% New 11,957 $906K
South Dakota Investment Council 0.02% Reduce -5.6% 11,821 $895K
PNC Financial Services Group, Inc. 0.00% Add +18.6% 11,512 $872K
ProShare Advisors LLC 0.00% Add +7.4% 11,484 $870K
Diversified Trust Co. 0.03% Add +5.4% 11,293 $855K
Creative Planning 0.00% Add +22.1% 11,133 $843K
Cubist Systematic Strategies, LLC 0.01% New 11,107 $841K
Allianz Asset Management GmbH 0.00% Reduce -1.0% 10,881 $824K
Algert Global LLC 0.03% Reduce -80.8% 10,715 $812K
Campbell & CO Investment Adviser LLC 0.07% New 10,698 $810K
Petrus Trust Company, LTA 0.07% Add +57.8% 10,171 $770K
Praxis Investment Management Inc. 0.05% No change 10,140 $768K
Quantbot Technologies LP 0.04% Add +17716.1% 9,977 $756K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 9,949 $754K
Henshaw Capital LLC 0.03% No change 9,031 $684K
Vestcor Inc 0.02% Reduce -25.3% 8,723 $661K
Jennison Associates LLC 0.00% Reduce -37.1% 8,656 $656K
Pictet Asset Management Holding SA 0.00% Add +35.2% 8,553 $648K
AlphaQuest LLC 0.11% New 8,387 $635K
Zacks Investment Management 0.01% Add +0.6% 8,292 $628K
Point72 (DIFC) Ltd 0.05% — 8,176 $619K
AQR Capital Management 0.00% Add +2.6% 8,112 $614K
Shell Asset Management Co. 0.03% Reduce -9.1% 6,987 $601K
Hancock Whitney Corp. 0.02% New 7,901 $599K
Vise Technologies, Inc. 0.12% Reduce -7.4% 7,871 $596K
Lazard Asset Management LLC 0.00% Add +1147.3% 7,858 $594K
FORA Capital, LLC 0.05% New 7,618 $577K
Soltis Investment Advisors LLC 0.06% Add +38.6% 7,419 $562K
QRG Capital Management, Inc. 0.01% Reduce -1.4% 7,292 $552K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.2% 7,001 $530K
Captrust Financial Advisors 0.00% Reduce -65.2% 6,927 $525K
First Trust Advisors LP 0.00% Reduce -0.4% 6,808 $516K
Great Lakes Advisors, LLC 0.00% Reduce -27.5% 6,406 $485K
Mariner, LLC 0.00% Reduce -80.0% 6,375 $483K
XTX Topco Ltd 0.06% Add +58.2% 5,872 $445K
Premier Fund Managers Ltd 0.02% Reduce -14.1% 5,877 $444K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.7% 5,728 $434K
Point72 Asia (Singapore) Pte. Ltd. 0.11% New 5,652 $428K
Guidance Capital, Inc. 0.15% New 5,601 $403K
Virtus Investment Advisers, LLC 0.29% No change 5,279 $400K
HRT Financial LP 0.00% Reduce -67.0% 5,279 $399K
Graham Capital Management, L.P. 0.02% New 5,151 $390K
Kapitalo Investimentos Ltda 0.08% Add +281.0% 4,808 $364K
Aureus Asset Management, LLC 0.02% No change 4,804 $364K
Guardian Asset Advisors, LLC 0.28% No change 4,520 $342K
NewEdge Advisors, LLC 0.00% Reduce -10.3% 4,482 $340K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 4,464 $338K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.5% 4,447 $337K
Sequoia Financial Advisors, LLC 0.00% New 4,441 $336K
Assenagon Asset Management S.A. 0.00% New 4,308 $326K
SG Americas Securities, LLC 0.00% Add +97.4% 4,208 $319K
American Century Companies Inc. 0.00% Add +0.2% 4,098 $310K
Raymond James Trust N.A. 0.01% Add +0.9% 4,078 $309K
US Bancorp \de 0.00% Reduce -3.4% 4,051 $307K
AlphaMark Advisors, LLC 0.11% New 4,008 $304K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.7% 4,006 $303K
CreativeOne Wealth, LLC 0.01% Add +10.3% 4,003 $303K
O'shaughnessy Asset Management, LLC 0.00% Add +17.7% 3,797 $288K
STRS Ohio 0.00% Reduce -72.3% 3,800 $287K
KLR Investment Advisors, LLC 0.20% New 3,796 $278K
MeadowBrook Investment Advisors LLC 0.25% Reduce -8.3% 3,530 $267K
MQS Management LLC 0.15% New 3,528 $267K
Evergreen Capital Management LLC 0.01% Add +4.2% 3,496 $265K
Mackenzie Financial Corp. 0.00% Reduce -14.7% 3,478 $263K
Xponance LLC 0.00% Add +0.3% 3,451 $261K
Simplex Trading, LLC 0.01% Add +508.2% 3,406 $258K
Raymond James Financial Services Advisors, Inc. 0.00% Add +24.6% 3,374 $256K
CIBC Asset Management Inc 0.00% Reduce -0.8% 3,323 $252K
Entropy Technologies, LP 0.03% Add +6.5% 3,314 $251K
Peapack Gladstone Financial Corp. 0.00% Reduce -0.7% 3,236 $245K
Profund Advisors LLC 0.01% Reduce -11.5% 3,220 $244K
Lido Advisors, LLC 0.00% Add +9.2% 3,159 $239K
MML Investors Services, LLC 0.00% New 3,132 $237K
Lindenwold Advisors, INC 0.13% Add +0.3% 3,126 $237K
Dakota Wealth Management 0.01% Reduce -4.5% 3,103 $235K
Tower Research Capital LLC (TRC) 0.01% Reduce -81.7% 3,102 $235K
Thrive Capital Management, LLC 0.12% New 3,093 $234K
Cetera Investment Advisers 0.00% New 3,090 $234K
Mercer Global Advisors Inc. 0.00% Reduce -11.9% 3,086 $234K
Farallon Capital Management, L.L.C. 0.00% New 3,000 $227K
Metropolitan Life Insurance Co 0.01% Reduce -8.7% 2,989 $226K
Corient Private Wealth LP 0.00% Add +5.5% 2,935 $222K
Cerity Partners LLC 0.00% New 2,717 $206K
Palouse Capital Management, Inc. 0.12% New 2,310 $175K
Quadrant Capital Group LLC 0.01% Reduce -0.1% 2,124 $161K
Central Pacific Bank - Trust Division 0.02% — 1,770 $133K
Hilltop National Bank 0.04% — 1,639 $124K
TD Private Client Wealth LLC 0.00% Add +43.4% 1,521 $115K
Huntington National Bank 0.00% Add +16.6% 1,377 $104K
KBC Group NV 0.00% No change 1,325 $100K
Osaic Holdings, Inc. 0.00% Reduce -38.0% 1,267 $96K
Globeflex Capital L P 0.01% No change 1,257 $95K
Fifth Third Bancorp 0.00% Add +7.0% 1,229 $93K
Blue Trust, Inc. 0.00% Add +16.6% 1,191 $90K
nVerses Capital, LLC 0.20% New 1,100 $83K
Virtus Fund Advisers, LLC 0.26% Add +61.1% 970 $73K
EntryPoint Capital, LLC 0.06% Add +2666.7% 913 $69K
First Horizon Advisors, Inc. 0.00% Reduce -10.6% 852 $65K
Headlands Technologies LLC 0.01% New 658 $50K
Valley National Advisers Inc. 0.01% No change 595 $45K
DekaBank Deutsche Girozentrale 0.00% New 592 $44K
Cwm, LLC 0.00% Reduce -7.0% 546 $41K
State of Wyoming 0.01% Reduce -8.3% 506 $38K
Concourse Financial Group Securities, Inc. 0.00% Add +15.8% 475 $36K
Parallel Advisors, LLC 0.00% No change 397 $30K
Valued Wealth Advisors LLC 0.02% No change 386 $29K
Custom Portfolio Group LLC 0.02% No change 375 $28K
GAMMA Investing LLC 0.01% Add +52.4% 343 $26K
Hexagon Capital Partners LLC 0.01% Add +15.5% 336 $25K
Eagle Bay Advisors LLC 0.02% Add +14.9% 324 $25K
Covestor Ltd 0.01% Add +85.6% 219 $17K
Principal Securities, Inc. 0.00% Add +51.5% 209 $16K
Elequin Capital, LP 0.01% New 187 $14K
Federated Hermes, Inc. 0.00% New 184 $14K
Lindbrook Capital, LLC 0.00% Reduce -4.3% 178 $13K
Key Financial Inc 0.00% No change 172 $13K
Signaturefd, LLC 0.00% Reduce -4.3% 156 $12K
CIBC Private Wealth Group LLC 0.00% New 150 $11K
Parkside Financial Bank & Trust 0.00% No change 119 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.7% 119 $9K
Bessemer Group Inc. 0.00% Add +139.0% 98 $7K
Northwestern Mutual Wealth Management Co. 0.00% No change 75 $6K
Whittier Trust Co. of Nevada Inc. 0.00% No change 71 $5K
LGT Financial Advisors LLC 0.01% No change 66 $5K
Quarry LP 0.00% New 62 $5K
Allworth Financial LP 0.00% No change 56 $4K
CENTRAL TRUST Co 0.00% No change 47 $4K
Crewe Advisors LLC 0.00% New 46 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 46 $3K
Farmers & Merchants Investments Inc. 0.00% No change 43 $3K
Global Retirement Partners, LLC 0.00% Add +5.0% 42 $3K
Cetera Trust Company, N.A 0.00% No change 38 $3K
JFS Wealth Advisors, LLC 0.00% No change 32 $2K
Farther Finance Advisors, LLC 0.00% Reduce -13.9% 31 $2K
Bokf, NA 0.00% Reduce -73.5% 30 $2K
Versant Capital Management, Inc 0.00% No change 27 $2K
Avior Wealth Management, LLC 0.00% New 25 $2K
Silver Oak Securities, Incorporated 0.00% Reduce -99.6% 22 $2K
UMB Bank, n.a. 0.00% New 22 $2K
Cape Investment Advisory, Inc. 0.00% New 15 $1K
Institutional & Family Asset Management, LLC 0.00% No change 13 $985
EverSource Wealth Advisors, LLC 0.00% No change 13 $963
SJS Investment Consulting Inc. 0.00% No change 10 $758
NFSG Corp 0.00% New 9 $682
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 8 $606
IFP Advisors, Inc 0.00% Reduce -80.5% 8 $606
Abound Wealth Management 0.00% No change 5 $379
Rothschild Investment LLC 0.00% New 5 $379
Smartleaf Asset Management LLC 0.00% New 5 $377
Natixis 0.00% No change 1 $76
TFO Wealth Partners, LLC 0.00% No change 1 $76
TFC Financial Management, Inc. 0.00% New 1 $76

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