Merit Medical SystemsMMSI

13F holders, Q4 2024 (December 31)
385holders +7
50new positions
49sold out
8famous investors
$96.73avg. 13F price*

At the end of Q4 2024, 385 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 7 from Q3 2024. 50 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($896.2M), Vanguard Group Inc. ($643.1M) and State Street Corp. ($221.8M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions50$65.7M
Exits49$113.0M

All 13F filers, Q3 2024 → Q4 2024: 4,916,997 shares bought and 3,589,537 shares sold, net +1,327,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 385 holders

BlackRock, Inc. 0.02% Add +3.2% 9,266,300 $896.2M
Vanguard Group Inc. 0.01% Add +1.0% 6,648,659 $643.1M
State Street Corp. 0.01% Add +2.8% 2,293,120 $221.8M
Conestoga Capital Advisors, LLC 2.94% Add +0.0% 2,289,903 $221.5M
FMR LLC 0.01% Add +31.6% 2,076,439 $200.8M
Fuller & Thaler Asset Management, Inc. 0.60% Add +2.3% 1,633,246 $158.0M
Invesco Ltd. 0.03% Add +8.3% 1,535,468 $148.5M
Macquarie Group Ltd. 0.17% Reduce -8.6% 1,449,444 $140.2M
Geode Capital Management, LLC 0.01% Reduce 0.0% 1,357,215 $131.3M
ArrowMark Colorado Holdings LLC 1.66% Reduce -12.6% 1,272,300 $123.1M
Dimensional Fund Advisors LP 0.03% Reduce -4.2% 1,183,257 $114.4M
Morgan Stanley 0.01% Reduce -6.9% 1,079,716 $104.4M
Loomis Sayles & Co. L P 0.13% Reduce -2.9% 1,065,265 $103.0M
Royal Bank of Canada 0.02% Add +0.6% 938,210 $90.7M
T. Rowe Price Associates Inc. 0.01% Reduce -0.4% 772,879 $74.8M
Northern Trust Corp. 0.01% Add +12.8% 750,936 $72.6M
Charles Schwab Investment Management Inc. 0.01% Add +2.9% 748,561 $72.4M
Nuveen Asset Management, LLC 0.02% Add +3.6% 742,735 $71.8M
Citadel Advisors 0.06% Add +1547.1% 698,586 $67.6M
Norges Bank 0.01% Reduce -6.2% 688,983 $66.6M
William Blair Investment Management, LLC 0.16% Reduce -52.2% 687,031 $66.4M
Channing Capital Management, LLC 1.76% Reduce -2.1% 681,794 $65.9M
Franklin Resources Inc. 0.02% Add +19.0% 665,495 $64.4M
Aristotle Capital Boston, LLC 2.36% Reduce -11.8% 658,785 $63.7M
Goldman Sachs Group Inc. 0.01% Add +31.6% 615,435 $59.5M
Westwood Holdings Group Inc. 0.46% Reduce -4.5% 613,635 $59.4M
Congress Asset Management Co. 0.39% Add +1.8% 600,686 $58.1M
Bank of America Corp. 0.01% Add +6.6% 590,598 $57.1M
Rockefeller Capital Management L.P. 0.14% Reduce -12.1% 563,899 $54.5M
UBS Group AG 0.01% Add +223.2% 556,472 $53.8M
Aberdeen Group plc 0.10% Add +49.7% 546,146 $52.8M
Raymond James Financial Inc. 0.02% — 505,843 $48.9M
JPMorgan Chase & Co. 0.00% Reduce -21.2% 454,040 $43.9M
Bank of New York Mellon Corp 0.01% Reduce -2.1% 439,260 $42.5M
Iron Triangle Partners LP 4.59% Add +60.9% 407,022 $39.4M
Greenhouse Funds LLLP 1.73% No change 403,328 $39.0M
Polar Capital Holdings Plc 0.21% Reduce -7.3% 382,697 $37.0M
Wells Fargo & Company 0.01% Add +6.3% 370,067 $35.8M
Tidal Investments LLC 0.27% Add +3197.9% 342,912 $33.2M
Two Sigma Advisers, LP 0.08% Reduce -23.5% 340,700 $33.0M
Nomura Holdings Inc. 0.17% Add +2.7% 321,728 $31.1M
Ameriprise Financial Inc. 0.01% Add +3.7% 315,324 $30.5M
Principal Financial Group Inc. 0.02% Add +3.9% 312,020 $30.2M
Emerald Advisers, LLC 1.13% Reduce -3.9% 302,755 $29.3M
D. E. Shaw & Co. 0.03% Reduce -15.7% 298,262 $28.8M
Two Sigma Investments, LP 0.07% Reduce -24.8% 278,841 $27.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.9% 264,562 $25.6M
Adage Capital Partners Gp, L.L.C. 0.04% No change 250,000 $24.2M
Envestnet Asset Management Inc. 0.01% Reduce -1.9% 231,092 $22.4M
Frontier Capital Management Co. LLC 0.21% Reduce -0.9% 231,044 $22.3M
Wellington Management Group LLP 0.00% New 225,636 $21.8M
Fisher Asset Management 0.01% Add +1.1% 224,181 $21.7M
Handelsbanken Fonder AB 0.08% Add +13.1% 217,209 $21.0M
Comerica Bank 0.08% Add +4.4% 211,500 $20.5M
Oberweis Asset Management Inc./ 0.95% Add +3.3% 208,760 $20.2M
Voya Investment Management LLC 0.02% Reduce -29.5% 199,843 $19.3M
Emerald Mutual Fund Advisers Trust 1.17% Reduce -14.9% 199,140 $19.3M
Fort Washington Investment Advisors Inc. 0.11% Add +8.3% 195,140 $18.9M
Legal & General Group Plc 0.00% Add +1.6% 189,349 $18.3M
Sei Investments Co. 0.02% Reduce -7.0% 187,320 $18.1M
Axiom Investors LLC 0.13% Reduce -12.9% 186,018 $18.0M
New York State Common Retirement Fund 0.02% Add +0.6% 168,367 $16.3M
Assenagon Asset Management S.A. 0.03% Add +79.7% 166,927 $16.1M
Ranger Investment Management, L.P. 1.02% New 166,715 $16.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.4% 165,344 $16.0M
Rhumbline Advisers 0.01% Reduce -1.9% 157,332 $15.2M
BNP Paribas Financial Markets 0.01% Reduce -5.9% 154,954 $15.0M
Tudor Investment Corporation 0.15% Add +21.2% 146,667 $14.2M
California Public Employees Retirement System 0.01% Add +11.4% 146,393 $14.2M
Public Sector Pension Investment Board 0.06% Add +17.5% 145,199 $14.0M
Amundi 0.00% Add +9.8% 129,933 $12.8M
Great Lakes Advisors, LLC 0.11% Reduce -3.0% 130,394 $12.6M
Fred Alger Management, LLC 0.06% Add +6.8% 125,914 $12.2M
Impax Asset Management Group plc 0.05% No change 120,000 $11.6M
EULAV Asset Management 0.27% Add +400.0% 115,000 $11.1M
Swiss National Bank 0.01% Add +0.9% 114,500 $11.1M
Trillium Asset Management, LLC 0.29% Reduce -4.1% 113,747 $11.0M
Mesirow Institutional Investment Management, Inc. 0.84% Add +0.6% 113,438 $11.0M
Barclays PLC 0.01% Add +0.2% 113,003 $10.9M
Renaissance Technologies 0.02% Add +16.5% 108,712 $10.5M
NFJ Investment Group, LLC 0.32% Reduce -5.9% 103,719 $10.0M
Altium Capital Management LLC 3.01% Add +17.6% 100,000 $9.7M
Panagora Asset Management Inc. 0.04% Add +1.3% 99,762 $9.6M
Wilmington Savings Fund Society, FSB 0.17% Reduce -5.2% 94,806 $9.2M
Qube Research & Technologies Ltd 0.01% Add +474.9% 94,749 $9.2M
CW Advisors, LLC 0.12% Add +3.6% 91,214 $8.8M
Deutsche Bank AG 0.00% Add +23.9% 85,227 $8.2M
Driehaus Capital Management LLC 0.07% New 83,464 $8.1M
Citigroup Inc. 0.01% Add +10.7% 82,617 $8.0M
State of Wisconsin Investment Board 0.02% Add +0.5% 82,019 $7.9M
Public Employees Retirement System of Ohio 0.03% Reduce -0.0% 81,762 $7.9M
American Capital Management Inc. 0.29% Add +3.4% 80,438 $7.8M
Victory Capital Management Inc. 0.01% Add +32.1% 78,171 $7.6M
Squarepoint Ops LLC 0.02% Reduce -15.9% 76,735 $7.4M
New York State Teachers Retirement System 0.02% No change 75,112 $7.3M
Marshall Wace, LLP 0.01% Add +413.7% 74,291 $7.2M
Alliancebernstein L.P. 0.00% Add +1.1% 72,939 $7.1M
Natixis Advisors, LLC 0.01% Add +7.2% 72,435 $7.0M
F/m Investments LLC 0.25% Reduce -43.3% 70,957 $6.9M
Prudential Financial Inc. 0.01% Add +14.1% 69,671 $6.7M

"% 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 385 holders