Merit Medical SystemsMMSI

13F holders, Q2 2025 (June 30)
379holders
46new positions
50sold out
8famous investors
$93.49avg. 13F price*

At the end of Q2 2025, 379 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, unchanged from Q1 2025. 46 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($814.7M), Vanguard Group Inc. ($638.4M) and FMR LLC ($237.6M). 8 famous investors held it, including Lee Ainslie (2.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$33.1M
Exits50$84.1M

All 13F filers, Q1 2025 → Q2 2025: 3,751,877 shares bought and 4,250,019 shares sold, net −498,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 379 holders

BlackRock, Inc. 0.02% Reduce -5.0% 8,715,207 $814.7M
Vanguard Group Inc. 0.01% Add +3.9% 6,829,236 $638.4M
FMR LLC 0.01% Reduce -1.1% 2,541,218 $237.6M
State Street Corp. 0.01% Add +1.1% 2,218,432 $207.4M
Conestoga Capital Advisors, LLC 3.05% Reduce -2.4% 2,211,589 $206.7M
Fuller & Thaler Asset Management, Inc. 0.62% Add +3.0% 1,819,378 $170.1M
Invesco Ltd. 0.03% Reduce -11.5% 1,582,013 $147.9M
Macquarie Group Ltd. 0.17% Add +0.3% 1,456,324 $136.1M
Geode Capital Management, LLC 0.01% Add +2.8% 1,437,397 $134.4M
Maverick Capital 1.98% Add +8.4% 1,379,408 $128.9M
Citadel Advisors 0.11% Add +41.9% 1,349,049 $126.1M
Dimensional Fund Advisors LP 0.02% Reduce -3.6% 1,109,151 $103.7M
Royal Bank of Canada 0.02% Add +17.1% 1,063,254 $99.4M
Morgan Stanley 0.01% Reduce -1.7% 1,002,867 $93.7M
Franklin Resources Inc. 0.02% Add +25.9% 884,607 $82.7M
JPMorgan Chase & Co. 0.01% Reduce -4.5% 852,202 $79.7M
Loomis Sayles & Co. L P 0.09% Reduce -23.9% 793,712 $74.2M
Westwood Holdings Group Inc. 0.52% Add +11.8% 768,970 $71.9M
Goldman Sachs Group Inc. 0.01% Add +5.2% 756,916 $70.8M
William Blair Investment Management, LLC 0.18% Add +22.9% 739,600 $69.1M
T. Rowe Price Associates Inc. 0.01% Reduce -2.6% 732,344 $68.5M
Two Sigma Advisers, LP 0.14% Add +47.6% 728,300 $68.1M
Northern Trust Corp. 0.01% Reduce -1.1% 720,322 $67.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.4% 697,620 $65.2M
Two Sigma Investments, LP 0.12% Add +23.2% 673,214 $62.9M
ArrowMark Colorado Holdings LLC 1.09% Reduce -34.4% 650,058 $60.8M
Congress Asset Management Co. 0.41% Add +1.1% 635,089 $59.4M
Bank of America Corp. 0.00% Reduce -14.6% 618,156 $57.8M
Greenhouse Funds LLLP 2.30% Add +44.2% 587,912 $55.0M
Norges Bank 0.01% Reduce -0.9% 574,422 $53.7M
Aberdeen Group plc 0.09% Reduce -5.0% 572,211 $53.5M
Raymond James Financial Inc. 0.02% Add +8.8% 559,065 $52.3M
Ameriprise Financial Inc. 0.01% Reduce -17.3% 546,220 $51.1M
Rockefeller Capital Management L.P. 0.10% Reduce -0.8% 498,440 $46.6M
Nuveen, LLC 0.01% Reduce -43.0% 434,646 $40.6M
Bank of New York Mellon Corp 0.01% Add +0.5% 428,084 $40.0M
Aristotle Capital Boston, LLC 2.02% Reduce -7.1% 423,664 $39.6M
UBS Group AG 0.01% Reduce -44.2% 420,247 $39.3M
Iron Triangle Partners LP 5.81% Add +71.0% 392,783 $36.7M
Wells Fargo & Company 0.01% Add +16.8% 392,191 $36.7M
Polar Capital Holdings Plc 0.19% Add +0.1% 383,272 $35.8M
Manufacturers Life Insurance Company, The 0.03% Add +24.3% 326,230 $30.5M
Principal Financial Group Inc. 0.02% Add +1.7% 325,414 $30.4M
Voya Investment Management LLC 0.03% Add +28.9% 310,103 $29.0M
Millennium Management 0.03% Add +563.7% 305,819 $28.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5.6% 302,951 $28.3M
D. E. Shaw & Co. 0.03% Reduce -4.2% 294,252 $27.5M
Emerald Advisers, LLC 1.00% Add +4.0% 291,790 $27.3M
Tidal Investments LLC 0.17% Reduce -2.4% 271,985 $25.4M
Wellington Management Group LLP 0.00% Reduce -0.1% 259,686 $24.3M
Envestnet Asset Management Inc. 0.01% Add +5.3% 244,163 $22.8M
Comerica Bank 0.08% Add +0.1% 226,960 $21.2M
Handelsbanken Fonder AB 0.08% Reduce -0.4% 226,309 $21.2M
Fisher Asset Management 0.01% Reduce -3.1% 215,445 $20.1M
Thrivent Financial for Lutherans 0.04% Add +30.8% 213,994 $20.0M
Oberweis Asset Management Inc./ 0.87% Add +2.0% 212,810 $19.9M
Frontier Capital Management Co. LLC 0.18% Reduce -7.9% 210,873 $19.7M
Ranger Investment Management, L.P. 1.37% Add +28.0% 210,350 $19.7M
Public Sector Pension Investment Board 0.08% Add +9.0% 201,493 $18.8M
Legal & General Group Plc 0.00% Add +2.0% 188,787 $17.6M
Fort Washington Investment Advisors Inc. 0.10% Reduce -8.5% 177,806 $16.6M
Emerald Mutual Fund Advisers Trust 1.00% Reduce -6.9% 175,732 $16.4M
Renaissance Technologies 0.02% Add +2.6% 170,912 $16.0M
Rhumbline Advisers 0.01% Add +7.1% 167,643 $15.7M
Sei Investments Co. 0.02% Reduce -5.0% 165,692 $15.5M
Adage Capital Partners Gp, L.L.C. 0.02% Add +52.8% 152,749 $14.3M
Axiom Investors LLC 0.11% Add +4.2% 149,709 $14.0M
California Public Employees Retirement System 0.01% Add +0.5% 148,607 $13.9M
Curi Capital, LLC 0.26% Add +22.8% 148,479 $13.9M
Nomura Holdings Inc. 0.10% Reduce -54.4% 138,239 $12.9M
Victory Capital Management Inc. 0.01% Add +12.1% 121,432 $11.4M
Capital World Investors 0.00% Add +123.9% 120,036 $11.2M
Qube Research & Technologies Ltd 0.02% Add +384.8% 117,315 $11.0M
EULAV Asset Management 0.26% No change 117,000 $10.9M
Amundi 0.00% Reduce -14.0% 114,219 $10.7M
Barclays PLC 0.00% Reduce -12.2% 114,038 $10.7M
Swiss National Bank 0.01% No change 112,900 $10.6M
Great Lakes Advisors, LLC 0.09% Reduce -11.2% 112,479 $10.5M
Jane Street Group, LLC 0.02% Add +463.2% 111,173 $10.4M
Trillium Asset Management, LLC 0.27% Reduce -4.7% 106,519 $10.0M
Panagora Asset Management Inc. 0.04% Add +1.3% 100,192 $9.4M
Impax Asset Management Group plc 0.05% No change 100,000 $9.3M
Mountain Pacific Investment Advisers LLC 0.64% Add +34.1% 93,966 $8.8M
CW Advisors, LLC 0.08% Reduce -1.8% 90,244 $8.4M
Wilmington Savings Fund Society, FSB 0.15% Reduce -4.8% 87,887 $8.2M
American Capital Management Inc. 0.34% Add +2.4% 87,099 $8.1M
State of Wisconsin Investment Board 0.02% Reduce -2.3% 80,838 $7.6M
Susquehanna International Group, LLP 0.01% Add +18.6% 80,567 $7.5M
Susquehanna Portfolio Strategies, LLC 0.16% New 78,243 $7.3M
Alliancebernstein L.P. 0.00% Add +5.5% 74,499 $7.0M
Deutsche Bank AG 0.00% Reduce -7.0% 73,749 $6.9M
New York State Teachers Retirement System 0.01% No change 72,812 $6.8M
F/m Investments LLC 0.25% Add +0.6% 72,470 $6.8M
Walleye Capital LLC 0.07% Add +8.6% 71,649 $6.7M
Capitolis Liquid Global Markets LLC 0.05% New 70,000 $6.5M
Natixis Advisors, LLC 0.01% Reduce -9.5% 67,728 $6.3M
Prudential Financial Inc. 0.01% Add +7.5% 61,266 $6.2M
Renaissance Group LLC 0.24% Add +29.7% 66,253 $6.2M
Public Employees Retirement System of Ohio 0.02% Add +6.5% 66,102 $6.2M
King Luther Capital Management Corp. 0.03% Reduce -1.7% 65,529 $6.1M

"% 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