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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $33.1M |
| Exits | 50 | $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 |
| LPL Financial LLC | 0.00% | Add +3.2% | 64,744 | $6.1M |
| First Trust Advisors LP | 0.00% | Add +24.8% | 59,215 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -35.1% | 57,335 | $5.4M |
| California State Teachers Retirement System | 0.01% | Add +0.1% | 53,816 | $5.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +26.8% | 50,730 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.0% | 50,478 | $4.7M |
| Zions Bancorporation, National Association | 0.24% | Reduce -0.4% | 46,976 | $4.4M |
| Martin & Co. Inc. | 0.74% | Reduce -0.9% | 43,244 | $4.0M |
| Intech Investment Management LLC | 0.04% | Add +1.0% | 42,585 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +3.4% | 41,455 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -43.7% | 37,624 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +8.9% | 35,159 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -10.1% | 34,854 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -6.1% | 34,697 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -3.4% | 34,469 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 32,948 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -42.4% | 32,347 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -25.5% | 31,804 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | Add +4.1% | 31,448 | $2.9M |
| Formula Growth Ltd. | 0.99% | Reduce -1.7% | 27,981 | $2.6M |
| Creative Planning | 0.00% | Reduce -12.0% | 27,657 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.7% | 27,600 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Reduce -2.6% | 26,226 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +10.0% | 26,120 | $2.4M |
| Glenmede Investment Management, LP | 0.01% | — | 25,924 | $2.4M |
| CI Investments Inc. | 0.01% | New | 25,588 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.9% | 24,631 | $2.3M |
| Bailard, Inc. | 0.05% | No change | 24,350 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.0% | 23,328 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Add +2.5% | 22,568 | $2.1M |
| Martingale Asset Management L P | 0.05% | Reduce -26.9% | 22,260 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -43.7% | 22,053 | $2.1M |
| Verition Fund Management LLC | 0.01% | Reduce -9.6% | 20,800 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.7% | 20,648 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | New | 20,646 | $1.9M |
| Twinbeech Capital LP | 0.04% | New | 20,529 | $1.9M |
| Ami Asset Management Corp. | 0.11% | Reduce -36.9% | 19,986 | $1.9M |
| Thrive Capital Management, LLC | 0.58% | Add +246.8% | 19,858 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.0% | 19,803 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.6% | 19,744 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Add +6.2% | 18,880 | $1.8M |
| Vestcor Inc | 0.05% | Reduce -5.0% | 18,315 | $1.7M |
| Exchange Traded Concepts, LLC | 0.02% | Add +4.3% | 18,264 | $1.7M |
| Riverwater Partners LLC | 0.80% | Reduce -0.0% | 18,067 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +8.3% | 17,865 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Add +2.2% | 17,369 | $1.6M |
| Linden Advisors LP | 0.17% | New | 17,300 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +3.1% | 17,231 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -19.2% | 16,936 | $1.6M |
| Amalgamated Bank | 0.01% | Add +1.1% | 16,773 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -11.1% | 16,690 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,089 | $1.5M |
| Peak Retirement Planning, Inc. | 0.58% | Add +39.5% | 15,426 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.8% | 15,173 | $1.4M |
| Shaker Investments LLC | 0.57% | Reduce -37.8% | 14,903 | $1.4M |
| Inceptionr LLC | 0.32% | Add +532.6% | 14,878 | $1.4M |
| Integrated Quantitative Investments LLC | 0.41% | New | 14,800 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -13.4% | 14,162 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -32.7% | 13,991 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.5% | 13,562 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -55.9% | 13,461 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 13,115 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -3.2% | 13,069 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.1% | 13,062 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +1.3% | 13,030 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 12,907 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -10.9% | 12,787 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 12,270 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.3% | 12,199 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.2% | 12,100 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +319.9% | 11,677 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13.1% | 11,623 | $1.1M |
| South Dakota Investment Council | 0.02% | No change | 11,606 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -94.7% | 11,495 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 11,140 | $1.0M |
| Jump Financial, LLC | 0.01% | Reduce -24.9% | 9,756 | $912K |
| Henshaw Capital LLC | 0.03% | No change | 9,147 | $855K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.9% | 9,080 | $849K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.5% | 8,801 | $823K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 8,792 | $822K |
| PEAK6 LLC | 0.03% | New | 8,234 | $770K |
| Nebula Research & Development LLC | 0.06% | Reduce -65.3% | 7,882 | $737K |
| HSBC Holdings PLC | 0.00% | Reduce -93.7% | 7,610 | $711K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -10.6% | 7,592 | $710K |
| Soltis Investment Advisors LLC | 0.05% | No change | 7,481 | $699K |
| Gibbs Wealth Management | 0.13% | Add +13.2% | 7,210 | $674K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.2% | 7,208 | $674K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +157.2% | 7,094 | $663K |
| Scott Marsh Financial, LLC | 0.24% | — | 6,946 | $649K |
| Benjamin Edwards Inc. | 0.01% | Add +14.7% | 6,787 | $634K |
| Premier Fund Managers Ltd | 0.02% | No change | 6,620 | $619K |
| Park Avenue Securities LLC | 0.01% | Add +11.9% | 6,402 | $598K |
| Dark Forest Capital Management LP | 0.02% | New | 6,378 | $596K |
| Quantbot Technologies LP | 0.01% | New | 6,256 | $585K |
| Quadrant Capital Group LLC | 0.02% | Reduce -5.2% | 6,247 | $584K |
| Perbak Capital Partners LLP | 0.13% | New | 6,130 | $573K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.2% | 5,973 | $558K |
| Virtus Advisers, LLC | 0.35% | Reduce -50.9% | 5,913 | $553K |
| CWC Advisors, LLC. | 0.28% | Add +2.7% | 5,892 | $551K |
| STRS Ohio | 0.00% | Reduce -61.1% | 5,800 | $542K |
| XTX Topco Ltd | 0.02% | New | 5,776 | $540K |
| Shell Asset Management Co. | 0.02% | Reduce -14.7% | 5,721 | $535K |
| Engineers Gate Manager LP | 0.01% | New | 5,716 | $534K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,690 | $532K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.6% | 5,640 | $527K |
| Corient Private Wealth LP | 0.00% | Add +98.0% | 5,630 | $526K |
| Smith Group Asset Management, LLC | 0.03% | Reduce -0.6% | 5,616 | $525K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -12.5% | 5,590 | $523K |
| Mariner, LLC | 0.00% | Reduce -11.0% | 5,367 | $502K |
| Gotham Asset Management | 0.00% | New | 4,987 | $466K |
| Allianz Asset Management GmbH | 0.00% | Reduce -55.7% | 4,940 | $462K |
| Hancock Whitney Corp. | 0.01% | Reduce -20.0% | 4,924 | $460K |
| Xponance LLC | 0.00% | Add +4.9% | 4,917 | $460K |
| Significant Wealth Partners LLC | 0.22% | Add +3.6% | 4,898 | $458K |
| Horizon Investments, LLC | 0.01% | New | 4,870 | $455K |
| Whalen Wealth Management Inc. | 0.28% | Add +21.9% | 4,755 | $445K |
| Steel Grove Capital Advisors, LLC | 0.05% | New | 4,650 | $435K |
| SageView Advisory Group, LLC | 0.02% | Add +1.5% | 5,139 | $434K |
| Neuberger Berman Group LLC | 0.00% | Add +15.6% | 4,555 | $426K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.1% | 4,524 | $423K |
| Keebeck Wealth Management | 0.05% | Add +124.6% | 4,420 | $413K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 4,326 | $404K |
| Evergreen Capital Management LLC | 0.01% | Reduce -6.6% | 4,313 | $403K |
| Scientech Research LLC | 0.10% | New | 4,261 | $398K |
| Sowell Financial Services LLC | 0.02% | Add +1.8% | 4,181 | $391K |
| Townsquare Capital LLC | 0.04% | Reduce -88.9% | 4,174 | $390K |
| Algert Global LLC | 0.01% | No change | 4,170 | $390K |
| Ethic Inc. | 0.01% | Reduce -17.3% | 4,059 | $380K |
| Lido Advisors, LLC | 0.00% | Add +6.1% | 3,912 | $366K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.9% | 3,644 | $341K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -9.3% | 3,631 | $339K |
| Captrust Financial Advisors | 0.00% | Reduce -11.3% | 3,548 | $332K |
| Portside Wealth Group, LLC | 0.05% | Reduce -2.1% | 3,540 | $331K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -21.8% | 3,516 | $329K |
| FORA Capital, LLC | 0.04% | New | 3,476 | $325K |
| Guardian Asset Advisors, LLC | 0.18% | No change | 3,442 | $322K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.3% | 3,327 | $311K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.2% | 3,241 | $303K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,208 | $300K |
| US Bancorp \de | 0.00% | Reduce -18.8% | 3,196 | $299K |
| Choreo, LLC | 0.00% | Reduce -3.1% | 3,172 | $297K |
| Occudo Quantitative Strategies LP | 0.03% | New | 3,126 | $292K |
| Lombard Odier Asset Management (USA) Corp | 0.09% | New | 3,120 | $292K |
| Axq Capital, LP | 0.09% | New | 3,115 | $291K |
| Principal Securities, Inc. | 0.01% | Add +32.5% | 3,103 | $290K |
| Vise Technologies, Inc. | 0.01% | — | 3,076 | $288K |
| Cerity Partners LLC | 0.00% | Add +9.1% | 3,019 | $282K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $280K |
| MeadowBrook Investment Advisors LLC | 0.25% | Reduce -2.5% | 2,987 | $279K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 2,975 | $278K |
| Profund Advisors LLC | 0.01% | Add +7.8% | 2,932 | $274K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,929 | $274K |
| Dakota Wealth Management | 0.01% | Add +3.2% | 2,890 | $270K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -3.2% | 2,884 | $270K |
| Corton Capital Inc. | 0.31% | New | 2,879 | $269K |
| EntryPoint Capital, LLC | 0.13% | Reduce -3.7% | 2,702 | $253K |
| Two Sigma Securities, LLC | 0.03% | New | 2,680 | $251K |
| Wedbush Securities Inc. | 0.01% | Add +26.3% | 2,653 | $248K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 2,637 | $247K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,600 | $243K |
| Lindenwold Advisors, INC | 0.13% | Reduce -3.3% | 2,592 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.9% | 2,540 | $237K |
| Marco Investment Management LLC | 0.02% | No change | 2,500 | $234K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.0% | 2,490 | $233K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.5% | 2,434 | $228K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.6% | 2,421 | $227K |
| Norden Group LLC | 0.02% | Add +1.9% | 2,399 | $224K |
| Walleye Trading LLC | 0.01% | Add +18.0% | 2,378 | $222K |
| Angeles Wealth Management, LLC | 0.02% | Add +13.8% | 2,351 | $220K |
| apricus wealth, LLC | 0.13% | Reduce -7.8% | 2,310 | $216K |
| Legacy Financial Strategies, LLC | 0.04% | New | 2,250 | $210K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +7.2% | 2,225 | $208K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +10.4% | 2,225 | $208K |
| TD Private Client Wealth LLC | 0.01% | Add +4.6% | 2,216 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.2% | 2,157 | $202K |
| Hilltop National Bank | 0.05% | — | 1,950 | $182K |
| Archer Investment Corp | 0.04% | No change | 1,900 | $178K |
| Cwm, LLC | 0.00% | Add +3.0% | 1,835 | $172K |
| Pacer Advisors, Inc. | 0.00% | Reduce -16.4% | 1,740 | $163K |
| State of Wyoming | 0.02% | New | 1,729 | $162K |
| Neo Ivy Capital Management | 0.05% | New | 1,729 | $162K |
| Blue Trust, Inc. | 0.00% | Add +7.7% | 1,647 | $154K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -11.2% | 1,580 | $148K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 1,353 | $126K |
| KBC Group NV | 0.00% | Reduce -51.0% | 1,319 | $123K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $122K |
| GAMMA Investing LLC | 0.01% | Reduce -33.8% | 1,297 | $121K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.9% | 1,292 | $121K |
| Globeflex Capital L P | 0.01% | No change | 1,257 | $118K |
| Huntington National Bank | 0.00% | Reduce -11.9% | 1,085 | $101K |
| AlphaQuest LLC | 0.01% | No change | 1,066 | $100K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,000 | $93K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +745.9% | 922 | $86K |
| Palouse Capital Management, Inc. | 0.05% | No change | 844 | $79K |
| National Bank of Canada | 0.00% | Add +5.7% | 778 | $73K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 700 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 625 | $58K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $55K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.8% | 572 | $53K |
| Danske Bank A/S | 0.00% | Add +400.0% | 500 | $47K |
| Talon Private Wealth, LLC | 0.01% | New | 494 | $46K |
| IFP Advisors, Inc | 0.00% | Reduce -25.7% | 228 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 426 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 397 | $37K |
| Valued Wealth Advisors LLC | 0.02% | No change | 386 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +55.6% | 375 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | Add +8.1% | 320 | $30K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 308 | $29K |
| Maseco LLP | 0.00% | — | 299 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 265 | $25K |
| OP Asset Management Ltd | 0.00% | New | 262 | $24K |
| MAI Capital Management | 0.00% | Add +541.0% | 250 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +311.9% | 243 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.0% | 232 | $22K |
| UMB Bank, n.a. | 0.00% | Add +5.2% | 224 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -39.2% | 223 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 237 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $19K |
| Quarry LP | 0.00% | New | 184 | $17K |
| Brooklyn Investment Group | 0.00% | Add +17.6% | 180 | $17K |
| WPG Advisers, LLC | 0.01% | Add +11.5% | 174 | $16K |
| Key Financial Inc | 0.00% | No change | 172 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +58.8% | 162 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.6% | 160 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -68.9% | 136 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -14.7% | 133 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -49.8% | 127 | $12K |
| Covestor Ltd | 0.01% | No change | 119 | $11K |
| Rothschild Investment LLC | 0.00% | Add +15.0% | 115 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 110 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +3.0% | 104 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 89 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.0% | 81 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +233.3% | 80 | $7K |
| Federated Hermes, Inc. | 0.00% | Reduce -77.1% | 71 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.5% | 63 | $6K |
| Allworth Financial LP | 0.00% | Add +7.0% | 61 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 57 | $5K |
| Hemington Wealth Management | 0.00% | Add +17.0% | 55 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 51 | $5K |
| LRI Investments, LLC | 0.00% | No change | 51 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $4K |
| ORG Partners LLC | 0.00% | New | 42 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 41 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -13.9% | 37 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Optiver Holding B.V. | 0.00% | New | 33 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +93.8% | 31 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 31 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 23 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +142.9% | 17 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -70.0% | 15 | $1K |
| Natixis | 0.00% | No change | 14 | $1K |
| Assetmark, Inc. | 0.00% | Add +160.0% | 13 | $1K |
| Larson Financial Group LLC | 0.00% | Add +62.5% | 13 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 12 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -31.3% | 11 | $1K |
| Bokf, NA | 0.00% | No change | 10 | $935 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $842 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -86.8% | 9 | $841 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $841 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $655 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $468 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 4 | $374 |
| Abound Wealth Management | 0.00% | No change | 4 | $374 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $280 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $187 |
| Essential Partners LLC | 0.00% | — | 2 | $187 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $186 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $94 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $94 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $93 |
| Total Investment Management Inc. | 0.00% | New | 1 | $93 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $93 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $93 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.