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
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.