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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $65.7M |
| Exits | 49 | $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 |
| Edgestream Partners, L.P. | 0.28% | Add +654.3% | 67,116 | $6.5M |
| Millennium Management | 0.01% | Reduce -51.3% | 66,281 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -7.9% | 62,420 | $6.0M |
| King Luther Capital Management Corp. | 0.03% | Add +10.4% | 61,014 | $5.9M |
| Curi Capital, LLC | 0.14% | New | 60,731 | $5.9M |
| Verition Fund Management LLC | 0.03% | Add +295.7% | 59,922 | $5.8M |
| First Trust Advisors LP | 0.01% | Add +15.1% | 59,466 | $5.8M |
| LPL Financial LLC | 0.00% | Add +23.9% | 54,592 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.9% | 55,871 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 55,844 | $5.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.0% | 54,356 | $5.3M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -36.0% | 50,422 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 45,047 | $4.4M |
| Zions Bancorporation, N.A. | 0.27% | Add +19.9% | 44,428 | $4.3M |
| Martin & Co. Inc. | 1.03% | Reduce -3.3% | 42,891 | $4.1M |
| Renaissance Group LLC | 0.17% | Add +11.0% | 41,987 | $4.1M |
| Teacher Retirement System of Texas | 0.01% | Add +108.5% | 39,400 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Add +4.2% | 36,428 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.5% | 35,531 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +882.9% | 34,951 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -51.0% | 34,837 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | Add +4.7% | 34,585 | $3.3M |
| Townsquare Capital LLC | 0.04% | Add +18.6% | 33,907 | $3.3M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.3% | 33,128 | $3.2M |
| Ami Asset Management Corp. | 0.17% | Add +28.7% | 33,041 | $3.2M |
| Formula Growth Ltd. | 1.06% | Reduce -1.2% | 32,458 | $3.1M |
| Jump Financial, LLC | 0.07% | Add +391.6% | 32,429 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +74.2% | 32,089 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +125.2% | 31,587 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +9.4% | 30,702 | $3.0M |
| Corebridge Financial, Inc. | 0.02% | Reduce -7.2% | 30,507 | $3.0M |
| Martingale Asset Management L P | 0.07% | Reduce -0.5% | 30,473 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Add +1.3% | 30,342 | $2.9M |
| Creative Planning | 0.00% | Add +50.7% | 28,717 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.8% | 28,420 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.4% | 28,200 | $2.7M |
| Janus Henderson Group PLC | 0.00% | No change | 26,731 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +0.2% | 26,224 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +63.1% | 26,183 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +104.9% | 24,821 | $2.4M |
| Bailard, Inc. | 0.06% | No change | 24,350 | $2.4M |
| American Century Companies Inc. | 0.00% | Add +40.3% | 23,658 | $2.3M |
| Bank of Montreal | 0.00% | Add +195.9% | 23,458 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.8% | 22,514 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +18.8% | 21,021 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -19.1% | 20,788 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.6% | 20,761 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -33.7% | 20,736 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -0.3% | 20,309 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.8% | 19,846 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -0.2% | 19,626 | $1.9M |
| Exchange Traded Concepts, LLC | 0.04% | Add +4.3% | 18,314 | $1.8M |
| Riverwater Partners LLC | 0.85% | Add +0.1% | 18,068 | $1.7M |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 17,267 | $1.7M |
| Amalgamated Bank | 0.01% | Add +0.1% | 17,084 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 16,869 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.7% | 16,336 | $1.6M |
| Level Four Advisory Services, LLC | 0.06% | Add +17.9% | 16,201 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.6% | 16,089 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.47% | Reduce -3.0% | 15,972 | $1.5M |
| Inceptionr LLC | 0.34% | New | 15,660 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Add +190.1% | 15,433 | $1.5M |
| AQR Capital Management | 0.00% | Add +15.1% | 15,247 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.10% | New | 14,800 | $1.4M |
| Thrive Capital Management, LLC | 0.63% | Add +124.6% | 14,197 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.4% | 13,662 | $1.3M |
| Integrated Quantitative Investments LLC | 0.65% | — | 13,616 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +8.7% | 12,584 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -25.6% | 12,517 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +16.3% | 12,454 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.7% | 12,451 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | No change | 12,442 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 12,188 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 12,100 | $1.2M |
| South Dakota Investment Council | 0.02% | No change | 11,806 | $1.1M |
| Virtus Investment Advisers, LLC | 0.87% | Add +45.8% | 11,192 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +3.8% | 10,860 | $1.1M |
| STRS Ohio | 0.00% | Add +89.3% | 10,600 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 10,093 | $976K |
| Nebula Research & Development LLC | 0.11% | Add +114.7% | 9,319 | $901K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 9,190 | $889K |
| Henshaw Capital LLC | 0.04% | No change | 9,147 | $885K |
| Fox Run Management, L.L.C. | 0.16% | New | 9,070 | $877K |
| Peak Retirement Planning, Inc. | 0.59% | — | 9,051 | $875K |
| Williamson Legacy Group, LLC | 0.57% | Reduce -0.3% | 8,875 | $858K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.8% | 8,828 | $854K |
| Vestcor Inc | 0.03% | Add +0.7% | 8,783 | $849K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.8% | 8,675 | $839K |
| Redhawk Wealth Advisors, Inc. | 0.11% | New | 8,276 | $800K |
| HSBC Holdings PLC | 0.00% | Reduce -55.3% | 8,262 | $800K |
| QRG Capital Management, Inc. | 0.01% | Reduce -5.3% | 8,115 | $785K |
| Magnetar Financial LLC | 0.02% | New | 8,062 | $780K |
| Quantbot Technologies LP | 0.03% | Reduce -68.9% | 7,765 | $751K |
| Soltis Investment Advisors LLC | 0.07% | Add +0.8% | 7,481 | $724K |
| Praxis Investment Management Inc. | 0.05% | Reduce -27.6% | 7,340 | $710K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 7,301 | $706K |
| Van Eck Associates Corp. | 0.00% | Reduce -4.4% | 7,198 | $696K |
| Shell Asset Management Co. | 0.03% | No change | 6,987 | $676K |
| Zacks Investment Management | 0.01% | Reduce -16.8% | 6,676 | $646K |
| Bridgewater Associates | 0.00% | Reduce -30.8% | 6,635 | $642K |
| Westover Capital Advisors, LLC | 0.14% | New | 6,560 | $634K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.1% | 6,388 | $618K |
| Winnacle Wealth LLC | 0.61% | — | 6,515 | $614K |
| Hancock Whitney Corp. | 0.02% | Reduce -23.0% | 6,254 | $605K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 5,987 | $579K |
| Benjamin Edwards Inc. | 0.01% | Add +8.2% | 5,896 | $570K |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,866 | $567K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.1% | 5,809 | $562K |
| Mariner, LLC | 0.00% | Reduce -36.1% | 5,787 | $560K |
| Gsa Capital Partners LLP | 0.04% | New | 5,724 | $554K |
| Silver Oak Securities, Incorporated | 0.05% | Add +37.3% | 5,686 | $549K |
| Smith Group Asset Management, LLC | 0.04% | Add +1.0% | 5,625 | $544K |
| HRT Financial LP | 0.00% | Add +25.0% | 5,421 | $524K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +29.1% | 5,391 | $521K |
| Cibc World Markets Corp. | 0.00% | New | 5,355 | $518K |
| Walleye Capital LLC | 0.01% | New | 5,161 | $499K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 5,001 | $484K |
| Caption Management, LLC | 0.02% | New | 5,000 | $484K |
| SageView Advisory Group, LLC | 0.02% | Add +1.8% | 4,912 | $475K |
| Gibbs Wealth Management | 0.13% | Add +19.3% | 4,893 | $473K |
| Park Avenue Securities LLC | 0.00% | Add +20.6% | 4,812 | $465K |
| Vise Technologies, Inc. | 0.04% | Reduce -8.6% | 4,806 | $465K |
| Petrus Trust Company, LTA | 0.04% | Reduce -24.7% | 4,705 | $455K |
| Crestline Management, L.P. | 0.02% | New | 4,691 | $454K |
| Lazard Asset Management LLC | 0.00% | Add +332.7% | 4,682 | $452K |
| Walleye Trading LLC | 0.01% | New | 4,598 | $445K |
| Evergreen Capital Management LLC | 0.01% | Add +3.4% | 4,508 | $436K |
| Xponance LLC | 0.00% | Add +19.1% | 4,475 | $433K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -4.4% | 4,461 | $431K |
| iSAM Funds (UK) Ltd | 0.32% | New | 4,379 | $424K |
| CWC Advisors, LLC. | 0.42% | Reduce -1.9% | 4,338 | $420K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 4,335 | $419K |
| New Age Alpha Advisors, LLC | 0.02% | New | 4,281 | $414K |
| Numerai GP LLC | 0.11% | Reduce -6.2% | 4,236 | $410K |
| Guardian Asset Advisors, LLC | 0.26% | Reduce -9.0% | 4,114 | $398K |
| EntryPoint Capital, LLC | 0.17% | New | 4,099 | $396K |
| Engineers Gate Manager LP | 0.01% | Reduce -57.4% | 4,042 | $391K |
| Significant Wealth Partners LLC | 0.20% | New | 4,022 | $389K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -1.0% | 3,900 | $377K |
| XTX Topco Ltd | 0.03% | Reduce -19.3% | 3,800 | $368K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 3,791 | $367K |
| Ethic Inc. | 0.01% | New | 3,738 | $362K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +16.2% | 3,737 | $361K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,676 | $356K |
| Lido Advisors, LLC | 0.00% | Add +33.4% | 3,617 | $350K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 3,337 | $323K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.2% | 3,334 | $322K |
| Choreo, LLC | 0.00% | Reduce -32.4% | 3,317 | $320K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.9% | 3,295 | $319K |
| Portside Wealth Group, LLC | 0.05% | New | 3,285 | $318K |
| Dakota Wealth Management | 0.01% | Reduce -27.5% | 3,253 | $315K |
| Lindenwold Advisors, INC | 0.16% | Add +0.3% | 3,146 | $304K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.1% | 3,134 | $303K |
| Profund Advisors LLC | 0.01% | Add +1.6% | 3,059 | $296K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $290K |
| Freestone Grove Partners LP | 0.00% | — | 2,927 | $283K |
| Old National Bancorp | 0.01% | Add +1.6% | 2,917 | $282K |
| MeadowBrook Investment Advisors LLC | 0.25% | No change | 2,895 | $280K |
| Corient Private Wealth LP | 0.00% | Reduce -3.3% | 2,861 | $277K |
| Cerity Partners LLC | 0.00% | Reduce -26.9% | 2,694 | $266K |
| Aigen Investment Management, LP | 0.05% | New | 2,732 | $264K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.7% | 2,573 | $249K |
| Whalen Wealth Management Inc. | 0.17% | New | 2,555 | $247K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.2% | 2,515 | $243K |
| Marco Investment Management LLC | 0.02% | No change | 2,500 | $242K |
| Pacer Advisors, Inc. | 0.00% | Add +2.3% | 2,482 | $240K |
| Cresset Asset Management, LLC | 0.00% | Reduce -35.2% | 2,468 | $239K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.6% | 2,347 | $227K |
| Principal Securities, Inc. | 0.01% | Add +28.1% | 2,342 | $227K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.8% | 2,038 | $225K |
| Wedbush Securities Inc. | 0.01% | New | 2,311 | $224K |
| Shelton Capital Management | 0.01% | Reduce -6.2% | 2,273 | $220K |
| KBC Group NV | 0.00% | Add +42.8% | 2,265 | $219K |
| Sage Rhino Capital LLC | 0.05% | Add +1.2% | 2,260 | $219K |
| Norden Group LLC | 0.02% | New | 2,249 | $218K |
| Prudent Man Advisors, LLC | 0.08% | Reduce -9.9% | 2,222 | $215K |
| Raiffeisen Bank International AG | 0.00% | — | 2,205 | $213K |
| Trajan Wealth LLC | 0.01% | Reduce -4.0% | 2,186 | $211K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,100 | $203K |
| Virtu Financial LLC | 0.01% | New | 2,096 | $203K |
| Longboard Asset Management, LP | 0.53% | — | 2,075 | $201K |
| Ballentine Partners, LLC | 0.00% | New | 2,071 | $200K |
| Kapitalo Investimentos Ltda | 0.13% | New | 2,061 | $199K |
| Central Pacific Bank - Trust Division | 0.02% | Add +6.0% | 1,780 | $172K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,732 | $168K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.9% | 1,695 | $164K |
| GAMMA Investing LLC | 0.01% | Add +14.7% | 1,494 | $145K |
| Hilltop National Bank | 0.04% | Reduce -10.4% | 1,427 | $138K |
| Smartleaf Asset Management LLC | 0.01% | Add +237.7% | 1,388 | $134K |
| Fifth Third Bancorp | 0.00% | Reduce -7.2% | 1,373 | $133K |
| Blue Trust, Inc. | 0.00% | Reduce -8.4% | 1,319 | $128K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $126K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +3.6% | 1,262 | $122K |
| Globeflex Capital L P | 0.01% | No change | 1,257 | $122K |
| Virtus Fund Advisers, LLC | 0.32% | Add +3.5% | 1,054 | $102K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +4.8% | 964 | $101K |
| Anfield Capital Management, LLC | 0.04% | No change | 1,000 | $97K |
| Palouse Capital Management, Inc. | 0.05% | No change | 844 | $82K |
| Group One Trading LLC | 0.00% | New | 793 | $77K |
| Huntington National Bank | 0.00% | Reduce -1.4% | 787 | $76K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.9% | 783 | $76K |
| First Horizon Advisors, Inc. | 0.00% | No change | 772 | $75K |
| Cwm, LLC | 0.00% | Add +10.3% | 760 | $74K |
| National Bank of Canada | 0.00% | Reduce -11.5% | 732 | $71K |
| GeoWealth Management, LLC | 0.00% | No change | 692 | $67K |
| Federated Hermes, Inc. | 0.00% | Add +139.1% | 655 | $63K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $57K |
| USA Financial Formulas | 0.01% | Reduce -6.6% | 553 | $53K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 537 | $52K |
| Simplex Trading, LLC | 0.00% | New | 510 | $49K |
| Premier Fund Managers Ltd | 0.00% | Reduce -95.1% | 461 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +7.2% | 432 | $42K |
| Valued Wealth Advisors LLC | 0.02% | No change | 386 | $37K |
| NewSquare Capital LLC | 0.00% | New | 334 | $32K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 320 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 271 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +77.9% | 233 | $23K |
| Bessemer Group Inc. | 0.00% | Add +46.0% | 219 | $21K |
| Natixis | 0.00% | Reduce -49.2% | 216 | $21K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.4% | 209 | $20K |
| Picton Mahoney Asset Management | 0.00% | Add +45.9% | 197 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $19K |
| Elequin Capital, LP | 0.00% | Reduce -13.6% | 197 | $19K |
| TCTC Holdings, LLC | 0.00% | New | 185 | $18K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -1.7% | 173 | $17K |
| Key Financial Inc | 0.00% | No change | 172 | $17K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -32.5% | 168 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.9% | 167 | $16K |
| Signaturefd, LLC | 0.00% | No change | 156 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 151 | $15K |
| R Squared Ltd | 0.01% | — | 150 | $15K |
| WPG Advisers, LLC | 0.01% | — | 141 | $14K |
| Quarry LP | 0.00% | New | 135 | $13K |
| UMB Bank, n.a. | 0.00% | No change | 134 | $13K |
| Covestor Ltd | 0.01% | Reduce -2.5% | 119 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -70.7% | 121 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +29.4% | 119 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 112 | $11K |
| Hollencrest Capital Management | 0.00% | New | 100 | $10K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.3% | 94 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -9.8% | 92 | $9K |
| Talon Private Wealth, LLC | 0.00% | Reduce -2.1% | 91 | $9K |
| Rothschild Investment LLC | 0.00% | Add +45.5% | 80 | $8K |
| LGT Financial Advisors LLC | 0.01% | No change | 66 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.3% | 64 | $6K |
| Assetmark, Inc. | 0.00% | New | 60 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 59 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 58 | $6K |
| MAI Capital Management | 0.00% | New | 54 | $5K |
| LRI Investments, LLC | 0.00% | No change | 51 | $5K |
| High Note Wealth, LLC | 0.00% | New | 49 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $4K |
| Allworth Financial LP | 0.00% | No change | 40 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 42 | $4K |
| Mather Group, Llc. | 0.00% | New | 40 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 38 | $4K |
| Private Trust Co. NA | 0.00% | No change | 36 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 34 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Hemington Wealth Management | 0.00% | Add +52.2% | 35 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 27 | $3K |
| IFP Advisors, Inc | 0.00% | Add +5.3% | 20 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 19 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 16 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 13 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 12 | $1K |
| Concord Wealth Partners | 0.00% | No change | 11 | $1K |
| Bokf, NA | 0.00% | New | 10 | $962 |
| Whipplewood Advisors, LLC | 0.00% | — | 9 | $870 |
| Larson Financial Group LLC | 0.00% | No change | 8 | $774 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -22.2% | 7 | $678 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $678 |
| Bell Investment Advisors, Inc | 0.00% | New | 5 | $484 |
| Abound Wealth Management | 0.00% | No change | 4 | $387 |
| Brooklyn Investment Group | 0.00% | New | 2 | $194 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $193 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $97 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $97 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $97 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.