Merit Medical SystemsMMSI

13F holders, Q1 2025 (March 31)
379holders −6
46new positions
48sold out
8famous investors
$105.69avg. 13F price*

At the end of Q1 2025, 379 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, down 6 from Q4 2024. 46 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($970.0M), Vanguard Group Inc. ($694.7M) and FMR LLC ($271.6M). 8 famous investors held it, including Lee Ainslie (2.4% of Maverick Capital'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions46$177.3M
Exits48$136.0M

All 13F filers, Q4 2024 → Q1 2025: 5,983,673 shares bought and 3,811,409 shares sold, net +2,172,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 379 holders

BlackRock, Inc. 0.02% Reduce -1.0% 9,175,660 $970.0M
Vanguard Group Inc. 0.01% Reduce -1.2% 6,571,658 $694.7M
FMR LLC 0.02% Add +23.7% 2,569,255 $271.6M
Conestoga Capital Advisors, LLC 3.61% Reduce -1.1% 2,265,173 $239.5M
State Street Corp. 0.01% Reduce -4.3% 2,193,863 $231.9M
Invesco Ltd. 0.04% Add +16.4% 1,787,289 $188.9M
Fuller & Thaler Asset Management, Inc. 0.73% Add +8.2% 1,766,711 $186.8M
Macquarie Group Ltd. 0.19% Add +0.2% 1,452,170 $153.5M
Geode Capital Management, LLC 0.01% Add +3.0% 1,397,777 $147.8M
Maverick Capital 2.42% New 1,272,511 $134.5M
Dimensional Fund Advisors LP 0.03% Reduce -2.8% 1,150,386 $121.6M
Loomis Sayles & Co. L P 0.16% Reduce -2.1% 1,042,615 $110.2M
Morgan Stanley 0.01% Reduce -5.5% 1,020,190 $107.8M
ArrowMark Colorado Holdings LLC 1.70% Reduce -22.1% 991,278 $104.8M
Citadel Advisors 0.10% Add +36.1% 951,047 $100.5M
Royal Bank of Canada 0.02% Reduce -3.3% 907,674 $95.9M
JPMorgan Chase & Co. 0.01% Add +96.6% 892,461 $94.3M
Nuveen, LLC 0.02% — 763,214 $80.7M
UBS Group AG 0.02% Add +35.3% 752,660 $79.6M
T. Rowe Price Associates Inc. 0.01% Reduce -2.7% 752,030 $79.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.5% 737,655 $78.0M
Northern Trust Corp. 0.01% Reduce -3.0% 728,528 $77.0M
Bank of America Corp. 0.01% Add +22.6% 723,791 $76.5M
Goldman Sachs Group Inc. 0.01% Add +16.9% 719,313 $76.0M
Franklin Resources Inc. 0.02% Add +5.6% 702,792 $74.3M
Westwood Holdings Group Inc. 0.56% Add +12.0% 687,501 $72.7M
Ameriprise Financial Inc. 0.02% Add +109.4% 660,394 $69.8M
Congress Asset Management Co. 0.50% Add +4.6% 628,126 $66.4M
Aberdeen Group plc 0.12% Add +10.3% 602,226 $63.7M
William Blair Investment Management, LLC 0.18% Reduce -12.4% 601,644 $63.6M
Norges Bank 0.01% Reduce -15.8% 579,756 $61.3M
Two Sigma Investments, LP 0.13% Add +96.0% 546,570 $57.8M
Raymond James Financial Inc. 0.02% Add +1.6% 513,865 $54.3M
Rockefeller Capital Management L.P. 0.13% Reduce -10.9% 502,486 $53.1M
Two Sigma Advisers, LP 0.12% Add +44.8% 493,400 $52.2M
Aristotle Capital Boston, LLC 2.41% Reduce -30.8% 455,867 $48.2M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 425,823 $45.0M
Greenhouse Funds LLLP 2.10% Add +1.1% 407,787 $43.1M
Polar Capital Holdings Plc 0.25% No change 382,697 $40.5M
Wells Fargo & Company 0.01% Reduce -9.2% 335,937 $35.5M
Principal Financial Group Inc. 0.02% Add +2.5% 319,960 $33.8M
D. E. Shaw & Co. 0.04% Add +3.0% 307,273 $32.5M
Nomura Holdings Inc. 0.17% Reduce -5.8% 303,175 $32.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +73.5% 286,943 $30.3M
Emerald Advisers, LLC 1.34% Reduce -7.3% 280,677 $29.7M
Tidal Investments LLC 0.25% Reduce -18.7% 278,702 $29.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -0.8% 262,564 $27.8M
Wellington Management Group LLP 0.01% Add +15.3% 260,084 $27.5M
Voya Investment Management LLC 0.03% Add +20.4% 240,637 $25.4M
Envestnet Asset Management Inc. 0.01% Add +0.3% 231,907 $24.5M
Iron Triangle Partners LP 3.83% Reduce -43.6% 229,738 $24.3M
Frontier Capital Management Co. LLC 0.26% Reduce -0.9% 229,055 $24.2M
Driehaus Capital Management LLC 0.23% Add +172.9% 227,814 $24.1M
Handelsbanken Fonder AB 0.10% Add +4.6% 227,209 $24.0M
Comerica Bank 0.10% Add +7.2% 226,805 $24.0M
Fisher Asset Management 0.01% Reduce -0.8% 222,297 $23.5M
Squarepoint Ops LLC 0.06% Add +180.3% 215,089 $22.7M
Oberweis Asset Management Inc./ 1.10% Reduce -0.1% 208,560 $22.0M
Fort Washington Investment Advisors Inc. 0.13% Reduce -0.4% 194,350 $20.5M
Emerald Mutual Fund Advisers Trust 1.46% Reduce -5.2% 188,750 $20.0M
Legal & General Group Plc 0.01% Reduce -2.3% 185,082 $19.6M
Public Sector Pension Investment Board 0.08% Add +27.3% 184,852 $19.5M
Sei Investments Co. 0.02% Reduce -6.9% 174,415 $18.4M
Renaissance Technologies 0.03% Add +53.3% 166,612 $17.6M
Ranger Investment Management, L.P. 1.24% Reduce -1.5% 164,284 $17.4M
Thrivent Financial for Lutherans 0.04% Add +263.1% 163,551 $17.3M
Rhumbline Advisers 0.02% Reduce -0.5% 156,554 $16.5M
Fred Alger Management, LLC 0.09% Add +22.9% 154,707 $16.4M
California Public Employees Retirement System 0.01% Add +1.0% 147,852 $15.6M
Axiom Investors LLC 0.15% Reduce -22.7% 143,726 $15.2M
Amundi 0.01% Add +2.2% 132,780 $13.8M
Barclays PLC 0.01% Add +14.9% 129,869 $13.7M
Great Lakes Advisors, LLC 0.12% Reduce -2.9% 126,622 $13.4M
Curi Capital, LLC 0.32% Add +99.2% 120,952 $12.8M
HSBC Holdings PLC 0.01% Add +1371.6% 121,587 $12.8M
EULAV Asset Management 0.31% Add +1.7% 117,000 $12.4M
Swiss National Bank 0.01% Reduce -1.4% 112,900 $11.9M
Trillium Asset Management, LLC 0.34% Reduce -1.8% 111,757 $11.8M
Victory Capital Management Inc. 0.01% Add +38.5% 108,301 $11.4M
Impax Asset Management Group plc 0.06% Reduce -16.7% 100,000 $10.6M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -60.0% 100,000 $10.6M
Panagora Asset Management Inc. 0.05% Reduce -0.8% 98,918 $10.5M
Wilmington Savings Fund Society, FSB 0.18% Reduce -2.6% 92,328 $9.8M
CW Advisors, LLC 0.12% Add +0.7% 91,893 $9.7M
BNP Paribas Financial Markets 0.01% Reduce -42.0% 89,854 $9.5M
NFJ Investment Group, LLC 0.32% Reduce -13.6% 89,668 $9.5M
Citigroup Inc. 0.01% Add +6.9% 88,301 $9.3M
American Capital Management Inc. 0.37% Add +5.7% 85,049 $9.0M
State of Wisconsin Investment Board 0.02% Add +0.8% 82,701 $8.7M
Deutsche Bank AG 0.00% Reduce -7.0% 79,266 $8.4M
Natixis Advisors, LLC 0.01% Add +3.3% 74,807 $7.9M
New York State Teachers Retirement System 0.02% Reduce -3.1% 72,812 $7.7M
F/m Investments LLC 0.30% Add +1.5% 72,008 $7.6M
Alliancebernstein L.P. 0.00% Reduce -3.2% 70,580 $7.5M
Mountain Pacific Investment Advisers LLC 0.55% New 70,069 $7.4M
Susquehanna International Group, LLP 0.01% Add +94.5% 67,962 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Add +7.1% 66,870 $7.1M
King Luther Capital Management Corp. 0.03% Add +9.3% 66,682 $7.0M
Walleye Capital LLC 0.09% Add +1178.4% 65,979 $7.0M
Public Employees Retirement System of Ohio 0.02% Reduce -24.1% 62,090 $6.6M

"% 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 379 holders