Merit Medical SystemsMMSI

13F holders, Q2 2024 (June 30)
320holders +16
48new positions
30sold out
9famous investors
$85.95avg. 13F price*

At the end of Q2 2024, 320 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 16 from Q1 2024. 48 opened new positions and 30 sold out. The largest holders were BlackRock Inc. ($766.2M), Vanguard Group Inc. ($564.5M) and William Blair Investment Management, LLC ($262.4M). 9 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions48$56.6M
Exits30$24.0M

All 13F filers, Q1 2024 → Q2 2024: 4,650,682 shares bought and 2,921,990 shares sold, net +1,728,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

BlackRock Inc. 0.02% Reduce -6.2% 8,913,961 $766.2M
Vanguard Group Inc. 0.01% Reduce -3.8% 6,568,306 $564.5M
William Blair Investment Management, LLC 0.69% Add +0.3% 3,053,461 $262.4M
Conestoga Capital Advisors, LLC 2.90% Add +3.5% 2,250,368 $193.4M
State Street Corp. 0.01% Reduce -1.1% 2,216,603 $190.5M
Macquarie Group Ltd. 0.17% Add +40.0% 1,745,799 $150.1M
ArrowMark Colorado Holdings LLC 1.71% Reduce -23.5% 1,671,492 $143.7M
Fuller & Thaler Asset Management, Inc. 0.57% Add +5.9% 1,546,118 $132.9M
Geode Capital Management, LLC 0.01% Add +3.6% 1,339,775 $115.2M
Dimensional Fund Advisors LP 0.03% Reduce -1.0% 1,305,970 $112.2M
Invesco Ltd. 0.02% Reduce -1.3% 1,220,948 $104.9M
Morgan Stanley 0.01% Add +10.8% 1,141,106 $98.1M
Loomis Sayles & Co. L P 0.13% Add +0.3% 1,114,050 $95.8M
Royal Bank of Canada 0.02% Add +0.9% 947,602 $81.4M
FMR LLC 0.01% Add +0.7% 927,447 $79.7M
Greenhouse Funds LLLP 4.17% Add +7.5% 925,884 $79.6M
Channing Capital Management, LLC 2.02% Add +3.2% 857,862 $73.7M
Aristotle Capital Boston, LLC 2.30% Reduce -6.9% 794,603 $68.3M
Norges Bank 0.01% Add +28.3% 782,733 $67.3M
T. Rowe Price Associates Inc. 0.01% Reduce -7.0% 780,479 $67.1M
Westwood Holdings Group Inc. 0.55% Reduce -12.3% 772,058 $66.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 673,218 $57.9M
Northern Trust Corp. 0.01% Reduce -2.3% 663,945 $57.1M
Rockefeller Capital Management L.P. 0.16% Add +15.2% 638,637 $54.9M
Point72 Asset Management 0.18% Add +113.7% 634,613 $54.5M
Citadel Advisors 0.05% Add +118.8% 630,405 $54.2M
Congress Asset Management Co. 0.35% Add +10.8% 574,442 $49.4M
ExodusPoint Capital Management, LP 0.50% Add +247.7% 528,900 $45.5M
Bank of America Corp. 0.00% Add +12.4% 516,162 $44.4M
Bank of New York Mellon Corp 0.01% Add +1.9% 514,541 $44.2M
Ameriprise Financial Inc. 0.01% Reduce -18.2% 464,119 $39.9M
Polar Capital Holdings Plc 0.21% No change 412,765 $35.5M
Nuveen Asset Management, LLC 0.01% Add +80.3% 408,469 $35.1M
Franklin Resources Inc. 0.01% Add +48.3% 391,221 $33.6M
Wells Fargo & Company 0.01% Reduce -8.8% 384,553 $33.1M
Voya Investment Management LLC 0.04% Add +63.6% 381,601 $32.8M
Aberdeen Group plc 0.06% Reduce -3.9% 369,941 $31.8M
Emerald Advisers, LLC 1.29% Reduce -3.5% 359,153 $30.9M
Nomura Holdings Inc. 0.19% Reduce -2.3% 345,020 $29.7M
Goldman Sachs Group Inc. 0.01% Add +160.1% 327,740 $28.2M
Principal Financial Group Inc. 0.02% Reduce -2.6% 317,640 $27.3M
JPMorgan Chase & Co. 0.00% Reduce -25.7% 310,298 $26.7M
Emerald Mutual Fund Advisers Trust 1.38% Add +0.1% 307,487 $26.4M
Eagle Asset Management Inc. 0.14% Reduce -14.6% 307,434 $26.3M
Adage Capital Partners Gp, L.L.C. 0.05% Add +20.0% 300,000 $25.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.6% 283,922 $24.4M
Two Sigma Investments, LP 0.05% Add +53.1% 248,159 $21.3M
Fort Washington Investment Advisors Inc. 0.13% Add +25.8% 240,730 $20.7M
Frontier Capital Management Co. LLC 0.20% Reduce -0.7% 238,314 $20.5M
Envestnet Asset Management Inc. 0.01% Add +35.7% 229,073 $19.7M
Millennium Management 0.02% Add +8.2% 218,463 $18.8M
Fisher Asset Management 0.01% Reduce -0.3% 214,853 $18.5M
New York State Common Retirement Fund 0.02% Add +0.6% 213,116 $18.3M
Comerica Bank 0.07% Add +1.9% 204,723 $17.6M
D. E. Shaw & Co. 0.03% Add +7.3% 204,523 $17.6M
Oberweis Asset Management Inc./ 1.02% Add +23.9% 193,840 $16.7M
Sei Investments Co. 0.02% Reduce -2.9% 186,437 $16.0M
Legal & General Group Plc 0.00% Reduce -8.0% 185,591 $16.0M
RK Capital Management, LLC 4.17% Reduce -21.4% 181,000 $15.6M
UBS Group AG 0.00% Reduce -16.4% 174,042 $15.0M
Rhumbline Advisers 0.01% Add +0.4% 166,222 $14.3M
Axiom Investors LLC 0.12% Add +50.9% 165,371 $14.2M
Man Group plc 0.04% New 158,155 $13.6M
Point72 Europe (London) LLP 1.07% Add +162.9% 147,500 $12.7M
F/m Investments LLC 0.45% New 146,014 $12.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +79.2% 143,621 $12.3M
Two Sigma Advisers, LP 0.03% Add +83.1% 139,700 $12.0M
NFJ Investment Group, LLC 0.36% New 136,931 $11.8M
Raymond James & Associates 0.01% Add +3.1% 129,024 $11.1M
Public Sector Pension Investment Board 0.07% Add +8.0% 127,829 $11.0M
Amundi 0.00% Add +1.0% 126,784 $10.9M
Trillium Asset Management, LLC 0.26% Add +7.2% 120,379 $10.3M
Mesirow Institutional Investment Management, Inc. 0.90% Reduce -8.8% 119,213 $10.2M
Marshall Wace, LLP 0.01% Add +172.3% 117,907 $10.1M
Swiss National Bank 0.01% No change 114,000 $9.8M
Allspring Global Investments Holdings, LLC 0.02% Add +53.5% 108,992 $9.4M
Wilmington Savings Fund Society, FSB 0.33% Reduce -1.7% 100,463 $8.6M
Panagora Asset Management Inc. 0.04% Reduce -60.4% 99,316 $8.5M
Renaissance Technologies 0.01% Reduce -16.0% 95,412 $8.2M
California Public Employees Retirement System 0.01% Add +4.2% 92,018 $7.9M
Jane Street Group, LLC 0.01% Add +71.3% 88,266 $7.6M
Public Employees Retirement System of Ohio 0.03% Reduce -8.8% 87,218 $7.5M
CW Advisors, LLC 0.11% Add +14.8% 83,413 $7.2M
State of Wisconsin Investment Board 0.02% Add +2.3% 82,821 $7.1M
Cibc World Markets Corp. 0.05% No change 80,000 $6.9M
American Capital Management Inc. 0.22% Add +14.1% 78,098 $6.7M
New York State Teachers Retirement System 0.01% Reduce -6.5% 75,812 $6.5M
Alliancebernstein L.P. 0.00% Add +6.7% 72,114 $6.2M
CANADA LIFE ASSURANCE Co 0.01% Add +15.5% 72,013 $6.2M
Natixis Advisors, LLC 0.01% Add +10.8% 66,535 $5.7M
Prudential Financial Inc. 0.01% Reduce -3.8% 62,413 $5.4M
Victory Capital Management Inc. 0.01% Add +2.0% 61,742 $5.3M
Deutsche Bank AG 0.00% Reduce -9.4% 60,980 $5.2M
California State Teachers Retirement System 0.01% Reduce -2.0% 56,495 $4.9M
AXA S.A. 0.01% Reduce -14.9% 56,225 $4.8M
Tudor Investment Corporation 0.05% New 52,793 $4.5M
Bridgewater Associates 0.02% Reduce -12.1% 48,265 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -3.7% 48,237 $4.1M
Knights of Columbus Asset Advisors LLC 0.25% Add +54.1% 44,663 $3.8M
Trexquant Investment LP 0.06% Reduce -27.7% 44,652 $3.8M
Martin & Co. Inc. 0.96% Reduce -0.2% 44,564 $3.8M
Citigroup Inc. 0.00% Add +13.2% 43,668 $3.8M
Chartwell Investment Partners, LLC 0.12% Reduce -14.1% 41,378 $3.6M
Susquehanna Portfolio Strategies, LLC 0.15% No change 41,110 $3.5M
BNP Paribas Financial Markets 0.00% Reduce -24.2% 40,148 $3.5M
M&T Bank Corp 0.01% Add +12.7% 36,604 $3.1M
LPL Financial LLC 0.00% Reduce -0.1% 35,346 $3.0M
HighTower Advisors, LLC 0.00% Reduce -0.9% 34,989 $3.0M
Renaissance Group LLC 0.12% Add +10.3% 34,961 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -2.9% 34,145 $2.9M
Corebridge Financial, Inc. 0.02% — 33,232 $2.9M
MetLife Investment Management, LLC 0.02% Add +12.4% 33,028 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 32,282 $2.8M
Zions Bancorporation, N.A. 0.22% Reduce -3.5% 31,251 $2.7M
ClariVest Asset Management LLC 0.27% Reduce -6.0% 31,071 $2.7M
Illinois Municipal Retirement Fund 0.04% Reduce -8.4% 30,637 $2.6M
Martingale Asset Management L P 0.06% Reduce -0.0% 30,624 $2.6M
Louisiana State Employees Retirement System 0.05% Add +2.1% 29,200 $2.5M
Pathstone Holdings, LLC 0.01% Add +10.1% 29,106 $2.5M
State of Tennessee, Department of Treasury 0.01% No change 28,904 $2.5M
Glenmede Trust Co. NA 0.01% Add +1.6% 28,467 $2.4M
Barclays PLC 0.00% Reduce -54.5% 27,804 $2.4M
Townsquare Capital LLC 0.03% Add +21.2% 27,343 $2.4M
Ami Asset Management Corp. 0.13% Reduce -58.5% 27,294 $2.3M
Bailard, Inc. 0.06% Add +19.4% 26,903 $2.3M
Janus Henderson Group PLC 0.00% Reduce -1.1% 26,731 $2.3M
Squarepoint Ops LLC 0.01% Reduce -16.8% 26,665 $2.3M
Linden Advisors LP 2.10% New 25,918 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 23,994 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -10.2% 23,687 $2.0M
Blair William & Co. 0.01% No change 23,289 $2.0M
Stifel Financial Corp. 0.00% Add +89.5% 23,244 $2.0M
Exchange Traded Concepts, LLC 0.04% Add +5.7% 20,392 $1.8M
Maryland State Retirement & Pension System 0.03% Reduce -2.6% 20,259 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 19,744 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,417 $1.6M
Amalgamated Bank 0.01% Reduce -2.9% 17,711 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.4% 17,171 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +44.0% 16,582 $1.4M
MML Investors Services, LLC 0.01% Add +420.4% 16,300 $1.4M
Arizona State Retirement System 0.01% Add +2.2% 16,217 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -26.9% 16,179 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -8.4% 15,467 $1.3M
Creative Planning 0.00% Add +34.9% 15,020 $1.3M
UniSuper Management Pty Ltd 0.01% No change 14,302 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -9.0% 14,119 $1.2M
Campbell & CO Investment Adviser LLC 0.10% Add +30.7% 13,980 $1.2M
Handelsbanken Fonder AB 0.01% No change 13,309 $1.1M
HSBC Holdings PLC 0.00% Reduce -11.9% 12,937 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 12,521 $1.1M
South Dakota Investment Council 0.02% Reduce -0.1% 11,806 $1.0M
Diversified Trust Co. 0.03% Reduce -0.4% 11,248 $967K
Oppenheimer & Co. Inc. 0.02% New 11,066 $951K
Level Four Advisory Services, LLC 0.04% New 11,043 $949K
AQR Capital Management 0.00% Add +36.1% 11,043 $949K
Allianz Asset Management GmbH 0.00% Reduce -2.9% 10,568 $908K
Tidal Investments LLC 0.01% New 10,294 $885K
Twinbeech Capital LP 0.02% Reduce -76.9% 10,291 $885K
Gabelli Funds LLC 0.01% Reduce -33.3% 10,000 $860K
First Trust Advisors LP 0.00% Add +40.6% 9,570 $823K
Mutual of America Capital Management LLC 0.01% Reduce -4.0% 9,551 $821K
Vise Technologies, Inc. 0.14% Add +21.2% 9,541 $820K
SG Americas Securities, LLC 0.01% Add +125.3% 9,479 $815K
Tower Research Capital LLC (TRC) 0.01% Add +202.3% 9,378 $806K
Truist Financial Corp. 0.00% New 9,253 $795K
Premier Fund Managers Ltd 0.03% Add +60.6% 9,441 $788K
Henshaw Capital LLC 0.04% Add +1.3% 9,147 $786K
Mariner, LLC 0.00% Add +39.1% 8,867 $762K
Susquehanna Fundamental Investments, LLC 0.02% New 8,800 $756K
ProShare Advisors LLC 0.00% Reduce -23.6% 8,779 $755K
Praxis Investment Management Inc. 0.05% No change 10,140 $751K
Vestcor Inc 0.03% No change 8,723 $750K
Cetera Investment Advisers 0.00% Add +180.3% 8,662 $744K
Capstone Investment Advisors, LLC 0.03% New 8,634 $742K
Great Lakes Advisors, LLC 0.01% Add +34.3% 8,605 $740K
Petrus Trust Company, LTA 0.07% Reduce -17.0% 8,443 $726K
Intech Investment Management LLC 0.01% New 8,370 $719K
Atria Investments, Inc 0.01% New 8,334 $716K
Zacks Investment Management 0.01% No change 8,292 $713K
Crossmark Global Holdings, Inc. 0.01% Add +80.6% 8,031 $690K
Hancock Whitney Corp. 0.02% Add +0.1% 7,908 $680K
Bank of Montreal 0.00% Reduce -43.8% 7,860 $679K
Susquehanna International Group, LLP 0.00% Reduce -62.0% 7,707 $662K
Soltis Investment Advisors LLC 0.07% No change 7,419 $638K
Teacher Retirement System of Texas 0.00% Reduce -58.3% 7,404 $636K
Pictet Asset Management Holding SA 0.00% Reduce -13.8% 7,370 $633K
QRG Capital Management, Inc. 0.01% Add +0.6% 7,332 $630K
Captrust Financial Advisors 0.00% Add +4.7% 7,253 $623K
Thrive Capital Management, LLC 0.28% Add +132.3% 7,185 $618K
STRS Ohio 0.00% Add +76.3% 6,700 $576K
Aquatic Capital Management LLC 0.02% New 6,600 $567K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.8% 6,458 $555K
Point72 (DIFC) Ltd 0.05% Reduce -22.5% 6,335 $544K
Engineers Gate Manager LP 0.01% Reduce -47.9% 6,293 $541K
AlphaQuest LLC 0.07% Reduce -26.7% 6,148 $528K
Guidance Capital, Inc. 0.17% Add +9.4% 6,128 $523K
Algert Global LLC 0.02% Reduce -45.6% 5,832 $501K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.1% 5,607 $482K
Virtus Investment Advisers, LLC 0.41% No change 5,279 $454K
Aureus Asset Management, LLC 0.03% No change 4,804 $413K
Guardian Asset Advisors, LLC 0.29% No change 4,520 $388K
Nisa Investment Advisors, LLC 0.00% Add +1.0% 4,508 $387K
American Century Companies Inc. 0.00% Add +2.9% 4,216 $362K
Numerai GP LLC 0.13% New 4,144 $356K
CreativeOne Wealth, LLC 0.02% Add +0.3% 4,013 $345K
O'shaughnessy Asset Management, LLC 0.00% Add +5.0% 3,985 $343K
Raymond James Trust N.A. 0.01% Reduce -2.6% 3,970 $341K
Evergreen Capital Management LLC 0.01% Add +13.4% 3,965 $341K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,926 $337K
US Bancorp \de 0.00% Reduce -3.5% 3,910 $336K
Park Avenue Securities LLC 0.00% New 3,768 $324K
Xponance LLC 0.00% Add +4.9% 3,621 $311K
Benjamin Edwards Inc. 0.06% New 3,623 $311K
Ethic Inc. 0.01% New 3,584 $308K
MeadowBrook Investment Advisors LLC 0.29% No change 3,530 $303K
SageView Advisory Group, LLC 0.02% New 3,495 $300K
Gibbs Wealth Management 0.12% New 3,486 $300K
Mackenzie Financial Corp. 0.00% No change 3,478 $299K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -14.8% 3,414 $291K
Mercer Global Advisors Inc. 0.00% Add +9.4% 3,376 $290K
Choreo, LLC 0.00% New 3,374 $289K
CIBC Asset Management Inc 0.00% Reduce -0.3% 3,312 $285K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.8% 3,312 $285K
FORA Capital, LLC 0.03% Reduce -57.2% 3,262 $280K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.2% 3,196 $275K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,177 $273K
Dakota Wealth Management 0.01% Add +1.2% 3,139 $270K
Lindenwold Advisors, INC 0.14% No change 3,126 $269K
First Trust Direct Indexing L.P. 0.02% New 3,052 $262K
Farallon Capital Management, L.L.C. 0.00% No change 3,000 $258K
Lido Advisors, LLC 0.00% Reduce -6.2% 2,963 $255K
Profund Advisors LLC 0.01% Reduce -8.6% 2,942 $253K
Corient Private Wealth LP 0.00% Reduce -0.9% 2,909 $250K
Old National Bancorp 0.01% New 2,854 $245K
Cresset Asset Management, LLC 0.00% New 2,805 $241K
nVerses Capital, LLC 0.14% Add +154.6% 2,800 $241K
Neuberger Berman Group LLC 0.00% New 2,629 $226K
Sequoia Financial Advisors, LLC 0.00% Reduce -42.6% 2,550 $219K
Quadrant Capital Group LLC 0.02% Add +19.6% 2,541 $218K
Prudent Man Advisors, LLC 0.08% New 2,536 $218K
Shelton Capital Management 0.01% New 2,423 $208K
Trajan Wealth LLC 0.01% New 2,361 $203K
Central Pacific Bank - Trust Division 0.02% Add +27.1% 2,250 $193K
Palouse Capital Management, Inc. 0.13% Reduce -5.4% 2,186 $188K
Osaic Holdings, Inc. 0.00% Add +47.2% 1,865 $160K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Reduce -67.6% 1,832 $157K
Hilltop National Bank 0.05% Add +1.1% 1,657 $142K
KBC Group NV 0.00% Add +19.7% 1,586 $136K
Principal Securities, Inc. 0.00% Add +656.5% 1,581 $136K
TD Private Client Wealth LLC 0.00% No change 1,521 $131K
Canada Pension Plan Investment Board 0.00% New 1,300 $112K
Fifth Third Bancorp 0.00% Add +4.0% 1,278 $110K
Globeflex Capital L P 0.01% No change 1,257 $108K
Blue Trust, Inc. 0.00% Add +19.7% 1,426 $108K
Lazard Asset Management LLC 0.00% Reduce -86.2% 1,082 $92K
Virtus Fund Advisers, LLC 0.35% Add +5.0% 1,018 $87K
Anfield Capital Management, LLC 0.04% New 1,000 $86K
EntryPoint Capital, LLC 0.04% Add +4.7% 956 $82K
National Bank of Canada 0.00% New 900 $77K
Concourse Financial Group Securities, Inc. 0.00% Add +86.7% 887 $76K
GAMMA Investing LLC 0.01% Add +142.3% 831 $71K
Farther Finance Advisors, LLC 0.00% Add +2467.7% 796 $68K
Huntington National Bank 0.00% Reduce -48.6% 708 $61K
First Horizon Advisors, Inc. 0.00% Reduce -19.1% 689 $59K
Cwm, LLC 0.00% Add +11.9% 611 $53K
Valley National Advisers Inc. 0.01% No change 595 $51K
DekaBank Deutsche Girozentrale 0.00% No change 592 $49K
Parallel Advisors, LLC 0.00% Add +1.5% 403 $35K
Catalyst Funds Management Pty Ltd 0.01% New 400 $34K
Valued Wealth Advisors LLC 0.02% No change 386 $33K
Smartleaf Asset Management LLC 0.01% Add +7780.0% 394 $33K
Custom Portfolio Group LLC 0.03% No change 375 $32K
Hexagon Capital Partners LLC 0.01% Add +9.5% 368 $32K
Covestor Ltd 0.02% Add +57.1% 344 $30K
Opal Wealth Advisors, LLC 0.01% New 333 $29K
Whittier Trust Co. of Nevada Inc. 0.00% Add +281.7% 271 $23K
Eagle Bay Advisors LLC 0.01% Reduce -27.5% 235 $20K
DT Investment Partners, LLC 0.00% New 195 $17K
Lindbrook Capital, LLC 0.00% Add +9.0% 194 $17K
Crewe Advisors LLC 0.00% Add +306.5% 187 $16K
Benjamin F. Edwards & Company, Inc. 0.00% New 175 $15K
Key Financial Inc 0.00% No change 172 $15K
Federated Hermes, Inc. 0.00% Reduce -6.5% 172 $15K
Signaturefd, LLC 0.00% No change 156 $13K
CIBC Private Wealth Group LLC 0.00% No change 150 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.6% 128 $11K
Parkside Financial Bank & Trust 0.00% No change 119 $10K
Picton Mahoney Asset Management 0.00% New 113 $10K
Arax Advisory Partners 0.00% New 102 $9K
Bessemer Group Inc. 0.00% No change 98 $8K
Clearstead Advisors, LLC 0.00% New 92 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 75 $6K
EverSource Wealth Advisors, LLC 0.00% Add +438.5% 70 $6K
LGT Financial Advisors LLC 0.01% No change 66 $6K
UMB Bank, n.a. 0.00% Add +190.9% 64 $6K
Cape Investment Advisory, Inc. 0.00% Add +293.3% 59 $5K
LRI Investments, LLC 0.00% New 57 $5K
Allworth Financial LP 0.00% Reduce -7.1% 52 $4K
CENTRAL TRUST Co 0.00% No change 47 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 46 $4K
Farmers & Merchants Investments Inc. 0.00% No change 43 $4K
Global Retirement Partners, LLC 0.00% No change 42 $4K
Cetera Trust Company, N.A 0.00% No change 38 $3K
Stephens Consulting, LLC 0.00% New 36 $3K
JFS Wealth Advisors, LLC 0.00% No change 32 $3K
Versant Capital Management, Inc 0.00% No change 27 $2K
Mather Group, Llc. 0.00% New 30 $2K
Rothschild Investment LLC 0.00% Add +400.0% 25 $2K
Financial Network Wealth Advisors LLC 0.00% New 20 $2K
Innealta Capital, LLC 0.00% New 20 $2K
IFP Advisors, Inc 0.00% Add +137.5% 19 $2K
Institutional & Family Asset Management, LLC 0.00% Add +30.8% 17 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 16 $1K
Cornerstone Planning Group LLC 0.00% New 10 $875
SJS Investment Consulting Inc. 0.00% Reduce -10.0% 9 $774
Larson Financial Group LLC 0.00% New 8 $688
DiNuzzo Private Wealth, Inc. 0.00% Reduce -12.5% 7 $602
Abound Wealth Management 0.00% Reduce -20.0% 4 $344
Natixis 0.00% No change 1 $86
TFC Financial Management, Inc. 0.00% No change 1 $86

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