Merit Medical SystemsMMSI
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $177.3M |
| Exits | 48 | $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 |
| LPL Financial LLC | 0.00% | Add +14.9% | 62,743 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 56,165 | $5.9M |
| Prudential Financial Inc. | 0.01% | Reduce -18.2% | 56,966 | $5.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 53,754 | $5.7M |
| Capital World Investors | 0.00% | New | 53,606 | $5.7M |
| AXA S.A. | 0.02% | New | 52,076 | $5.5M |
| Renaissance Group LLC | 0.24% | Add +21.6% | 51,068 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.6% | 49,979 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -20.2% | 47,445 | $5.0M |
| Zions Bancorporation, National Association | 0.31% | — | 47,185 | $5.0M |
| Millennium Management | 0.00% | Reduce -30.5% | 46,076 | $4.9M |
| Martin & Co. Inc. | 0.89% | Add +1.7% | 43,629 | $4.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 42,703 | $4.5M |
| Intech Investment Management LLC | 0.05% | Add +33.5% | 42,169 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +10.1% | 40,103 | $4.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +52.8% | 40,008 | $4.2M |
| Edgestream Partners, L.P. | 0.14% | Reduce -40.8% | 39,753 | $4.2M |
| Bank of Montreal | 0.00% | Add +66.9% | 39,160 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Add +12.1% | 38,751 | $4.1M |
| Townsquare Capital LLC | 0.04% | Add +11.3% | 37,753 | $4.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.0% | 36,967 | $3.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +11.2% | 35,686 | $3.8M |
| Lisanti Capital Growth, LLC | 1.07% | New | 34,130 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 32,915 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -2.5% | 32,292 | $3.4M |
| Ami Asset Management Corp. | 0.20% | Reduce -4.1% | 31,678 | $3.3M |
| Creative Planning | 0.00% | Add +9.4% | 31,427 | $3.3M |
| American Century Companies Inc. | 0.00% | Add +29.1% | 30,537 | $3.2M |
| Martingale Asset Management L P | 0.08% | No change | 30,473 | $3.2M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -0.4% | 30,214 | $3.2M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.9% | 29,917 | $3.2M |
| Formula Growth Ltd. | 1.22% | Reduce -12.3% | 28,461 | $3.0M |
| Glenmede Trust Co. NA | 0.02% | Reduce -2.6% | 27,670 | $2.9M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -2.8% | 27,400 | $2.9M |
| Knights of Columbus Asset Advisors LLC | 0.20% | Add +2.7% | 26,931 | $2.8M |
| Axecap Investments, LLC | 2.36% | New | 26,304 | $2.8M |
| Janus Henderson Group PLC | 0.00% | No change | 26,731 | $2.8M |
| Bailard, Inc. | 0.07% | No change | 24,350 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.5% | 24,200 | $2.6M |
| Shaker Investments LLC | 1.22% | New | 23,972 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +12.9% | 23,736 | $2.5M |
| Verition Fund Management LLC | 0.01% | Reduce -61.6% | 23,004 | $2.4M |
| Capital Fund Management S.A. | 0.03% | New | 22,801 | $2.4M |
| Nebula Research & Development LLC | 0.22% | Add +143.4% | 22,685 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.2% | 22,019 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +35.8% | 20,953 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,788 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Add +1.9% | 20,701 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -43.3% | 19,739 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -2.5% | 19,351 | $2.0M |
| Vestcor Inc | 0.07% | Add +119.6% | 19,290 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -52.4% | 18,775 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.0% | 18,689 | $2.0M |
| Riverwater Partners LLC | 0.98% | Add +0.0% | 18,070 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Reduce -89.4% | 17,780 | $1.9M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -4.3% | 17,519 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -13.4% | 16,993 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -1.0% | 16,707 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 16,587 | $1.8M |
| Level Four Advisory Services, LLC | 0.07% | Add +1.8% | 16,494 | $1.7M |
| AQR Capital Management | 0.00% | Add +7.3% | 16,361 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,089 | $1.7M |
| STRS Ohio | 0.01% | Add +40.6% | 14,900 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -3.0% | 14,354 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 13,947 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +11.3% | 13,860 | $1.5M |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 13,496 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.2% | 13,362 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.4% | 13,163 | $1.4M |
| Jump Financial, LLC | 0.02% | Reduce -59.9% | 12,998 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +2.3% | 12,868 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 12,728 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 12,699 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.0% | 12,432 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -2.3% | 12,232 | $1.3M |
| Virtus Advisers, LLC | 0.85% | New | 12,043 | $1.3M |
| South Dakota Investment Council | 0.03% | Reduce -1.7% | 11,606 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -5.0% | 11,500 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +11.5% | 11,253 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | New | 11,144 | $1.2M |
| Peak Retirement Planning, Inc. | 0.65% | Add +22.1% | 11,055 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.4% | 10,279 | $1.1M |
| Williamson Legacy Group, LLC | 1.01% | Add +13.9% | 10,109 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.8% | 9,261 | $978K |
| Susquehanna Fundamental Investments, LLC | 0.02% | No change | 9,190 | $971K |
| Atria Investments, Inc | 0.01% | Reduce -15.8% | 9,149 | $967K |
| Henshaw Capital LLC | 0.04% | No change | 9,147 | $967K |
| QRG Capital Management, Inc. | 0.01% | Add +10.1% | 8,932 | $944K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 8,487 | $897K |
| Winnacle Wealth LLC | 0.79% | Add +23.5% | 8,048 | $851K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -6.2% | 7,765 | $821K |
| Legato Capital Management LLC | 0.11% | New | 7,650 | $809K |
| Soltis Investment Advisors LLC | 0.07% | No change | 7,481 | $791K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +76.4% | 6,881 | $727K |
| Westover Capital Advisors, LLC | 0.16% | Add +2.6% | 6,728 | $711K |
| Shell Asset Management Co. | 0.03% | Reduce -4.0% | 6,705 | $709K |
| Quadrant Capital Group LLC | 0.03% | Add +156.0% | 6,586 | $696K |
| Premier Fund Managers Ltd | 0.03% | Add +1336.0% | 6,620 | $687K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,388 | $675K |
| Gibbs Wealth Management | 0.16% | Add +30.2% | 6,372 | $674K |
| Hancock Whitney Corp. | 0.02% | Reduce -1.6% | 6,152 | $650K |
| Zacks Investment Management | 0.01% | Reduce -9.4% | 6,047 | $639K |
| Mariner, LLC | 0.00% | Add +4.2% | 6,032 | $638K |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 5,917 | $625K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.4% | 5,842 | $618K |
| CWC Advisors, LLC. | 0.35% | Add +32.3% | 5,737 | $606K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.3% | 5,734 | $606K |
| Thrive Capital Management, LLC | 0.36% | Reduce -59.7% | 5,726 | $605K |
| Park Avenue Securities LLC | 0.01% | Add +18.9% | 5,719 | $605K |
| Praxis Investment Management Inc. | 0.04% | Reduce -22.5% | 5,690 | $601K |
| Smith Group Asset Management, LLC | 0.04% | Add +0.4% | 5,647 | $597K |
| Petrus Trust Company, LTA | 0.05% | Add +16.3% | 5,474 | $579K |
| SageView Advisory Group, LLC | 0.02% | Add +3.1% | 5,065 | $535K |
| Ethic Inc. | 0.01% | Add +31.3% | 4,906 | $517K |
| Significant Wealth Partners LLC | 0.26% | Add +17.5% | 4,727 | $500K |
| Xponance LLC | 0.00% | Add +4.8% | 4,689 | $496K |
| Evergreen Capital Management LLC | 0.02% | Add +2.4% | 4,616 | $488K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.7% | 4,429 | $468K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -21.0% | 4,494 | $467K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.4% | 4,319 | $457K |
| Algert Global LLC | 0.01% | New | 4,170 | $441K |
| Sowell Financial Services LLC | 0.02% | New | 4,108 | $434K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +27.7% | 4,003 | $423K |
| Captrust Financial Advisors | 0.00% | Reduce -45.2% | 4,001 | $423K |
| Neuberger Berman Group LLC | 0.00% | New | 3,939 | $416K |
| US Bancorp \de | 0.00% | Add +3.8% | 3,936 | $416K |
| Whalen Wealth Management Inc. | 0.27% | Add +52.6% | 3,899 | $412K |
| United Services Automobile Association | 0.01% | New | 3,922 | $408K |
| Jain Global LLC | 0.01% | New | 3,799 | $402K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 3,687 | $390K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,676 | $389K |
| Portside Wealth Group, LLC | 0.06% | Add +10.1% | 3,616 | $382K |
| Guardian Asset Advisors, LLC | 0.24% | Reduce -16.3% | 3,442 | $364K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.5% | 3,419 | $361K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -11.3% | 3,316 | $351K |
| Choreo, LLC | 0.01% | Reduce -1.3% | 3,273 | $346K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -43.0% | 3,074 | $325K |
| MeadowBrook Investment Advisors LLC | 0.31% | Add +5.9% | 3,065 | $324K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 3,022 | $319K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $317K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -30.4% | 2,980 | $315K |
| Numerai GP LLC | 0.06% | Reduce -30.0% | 2,965 | $313K |
| Yorktown Management & Research Co Inc | 0.34% | New | 2,950 | $312K |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 2,843 | $301K |
| EntryPoint Capital, LLC | 0.14% | Reduce -31.5% | 2,806 | $297K |
| Dakota Wealth Management | 0.01% | Reduce -13.9% | 2,800 | $296K |
| SG Americas Securities, LLC | 0.00% | New | 2,781 | $294K |
| Cerity Partners LLC | 0.00% | Add +2.8% | 2,768 | $293K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +62.7% | 2,758 | $292K |
| Profund Advisors LLC | 0.01% | Reduce -11.1% | 2,721 | $288K |
| KBC Group NV | 0.00% | Add +18.8% | 2,691 | $284K |
| Lindenwold Advisors, INC | 0.16% | Reduce -14.8% | 2,681 | $283K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.7% | 2,512 | $266K |
| apricus wealth, LLC | 0.16% | New | 2,504 | $265K |
| Marco Investment Management LLC | 0.02% | No change | 2,500 | $264K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.9% | 2,492 | $263K |
| Bridgewater Associates | 0.00% | Reduce -63.2% | 2,440 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.2% | 2,422 | $256K |
| Norden Group LLC | 0.03% | Add +4.6% | 2,353 | $249K |
| Inceptionr LLC | 0.07% | Reduce -85.0% | 2,352 | $249K |
| Caprock Group, LLC | 0.01% | New | 2,334 | $247K |
| Seeds Investor LLC | 0.07% | New | 2,306 | $244K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.3% | 2,238 | $237K |
| Prudent Man Advisors, LLC | 0.09% | No change | 2,222 | $235K |
| Shelton Capital Management | 0.01% | Reduce -3.2% | 2,201 | $233K |
| Principal Securities, Inc. | 0.01% | No change | 2,342 | $227K |
| TD Private Client Wealth LLC | 0.01% | Add +22.3% | 2,119 | $224K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.1% | 2,100 | $222K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.6% | 2,091 | $221K |
| Pacer Advisors, Inc. | 0.00% | Reduce -16.1% | 2,082 | $220K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -1.1% | 2,076 | $219K |
| Longboard Asset Management, LP | 0.64% | No change | 2,075 | $219K |
| Angeles Wealth Management, LLC | 0.02% | New | 2,066 | $218K |
| Raiffeisen Bank International AG | 0.00% | Reduce -6.4% | 2,063 | $214K |
| Walleye Trading LLC | 0.01% | Reduce -56.1% | 2,016 | $213K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 2,015 | $213K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,011 | $213K |
| Keebeck Wealth Management | 0.03% | New | 1,968 | $208K |
| GAMMA Investing LLC | 0.02% | Add +31.1% | 1,959 | $207K |
| Hardy Reed LLC | 0.02% | New | 1,940 | $205K |
| Archer Investment Corp | 0.05% | New | 1,900 | $201K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 1,780 | $188K |
| Cwm, LLC | 0.00% | Add +134.5% | 1,782 | $188K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,624 | $172K |
| Blue Trust, Inc. | 0.00% | Add +15.9% | 1,529 | $162K |
| Fifth Third Bancorp | 0.00% | Add +6.0% | 1,456 | $154K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.2% | 1,330 | $138K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $137K |
| Globeflex Capital L P | 0.01% | No change | 1,257 | $133K |
| Huntington National Bank | 0.00% | Add +56.4% | 1,231 | $130K |
| AlphaQuest LLC | 0.01% | Add +106500.0% | 1,066 | $113K |
| Anfield Capital Management, LLC | 0.04% | No change | 1,000 | $106K |
| Palouse Capital Management, Inc. | 0.06% | No change | 844 | $89K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.7% | 751 | $79K |
| National Bank of Canada | 0.00% | Add +0.6% | 736 | $78K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.9% | 705 | $74K |
| Harbour Investments, Inc. | 0.00% | New | 625 | $66K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $60K |
| Wolverine Asset Management LLC | 0.00% | New | 565 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.8% | 440 | $46K |
| Versant Capital Management, Inc | 0.01% | Add +1518.5% | 437 | $46K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.4% | 426 | $45K |
| Valued Wealth Advisors LLC | 0.02% | No change | 386 | $41K |
| Bayforest Capital Ltd | 0.02% | New | 385 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +119.8% | 367 | $39K |
| NewSquare Capital LLC | 0.00% | No change | 334 | $35K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -75.6% | 308 | $33K |
| Federated Hermes, Inc. | 0.00% | Reduce -52.7% | 310 | $33K |
| IFP Advisors, Inc | 0.00% | Add +1435.0% | 307 | $32K |
| Opal Wealth Advisors, LLC | 0.01% | New | 296 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.5% | 267 | $28K |
| Bessemer Group Inc. | 0.00% | Add +15.5% | 253 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.4% | 241 | $25K |
| Picton Mahoney Asset Management | 0.00% | Add +21.3% | 239 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Add +97.3% | 221 | $23K |
| UMB Bank, n.a. | 0.00% | Add +59.0% | 213 | $23K |
| Lindbrook Capital, LLC | 0.00% | No change | 209 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $21K |
| Key Financial Inc | 0.00% | No change | 172 | $18K |
| WPG Advisers, LLC | 0.02% | Add +10.6% | 156 | $16K |
| Signaturefd, LLC | 0.00% | No change | 156 | $16K |
| Brooklyn Investment Group | 0.00% | Add +7550.0% | 153 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.7% | 175 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -17.3% | 139 | $15K |
| Covestor Ltd | 0.01% | No change | 119 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.0% | 109 | $12K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.3% | 102 | $11K |
| Spire Wealth Management | 0.00% | New | 101 | $11K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 100 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $11K |
| Danske Bank A/S | 0.00% | No change | 100 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 101 | $10K |
| Rise Advisors, LLC | 0.00% | New | 89 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +39.1% | 89 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -84.7% | 78 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 59 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +1.7% | 59 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.3% | 57 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 57 | $6K |
| Allworth Financial LP | 0.00% | Add +42.5% | 57 | $5K |
| LRI Investments, LLC | 0.00% | No change | 51 | $5K |
| High Note Wealth, LLC | 0.00% | Add +2.0% | 50 | $5K |
| Private Trust Co. NA | 0.00% | Add +38.9% | 50 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $5K |
| MAI Capital Management | 0.00% | Reduce -27.8% | 39 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 38 | $4K |
| Hemington Wealth Management | 0.00% | Add +34.3% | 47 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 24 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 23 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -50.0% | 20 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 17 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 16 | $2K |
| SouthState Bank Corp | 0.00% | New | 16 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $2K |
| Natixis | 0.00% | Reduce -93.5% | 14 | $1K |
| Center for Financial Planning, Inc. | 0.00% | No change | 13 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $1K |
| Bokf, NA | 0.00% | No change | 10 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +655.6% | 68 | $951 |
| Creative Financial Designs Inc. | 0.00% | Reduce -52.6% | 9 | $951 |
| Larson Financial Group LLC | 0.00% | No change | 8 | $846 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $740 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $740 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $634 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $529 |
| Assetmark, Inc. | 0.00% | Reduce -91.7% | 5 | $529 |
| Abound Wealth Management | 0.00% | No change | 4 | $423 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $211 |
| Highline Wealth Partners LLC | 0.00% | New | 2 | $211 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $106 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $106 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $106 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $106 |
| True Wealth Design, LLC | 0.00% | New | 1 | $106 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.