Merit Medical SystemsMMSI

13F holders, Q3 2025 (September 30)
378holders −1
48new positions
43sold out
8famous investors
$83.23avg. 13F price*

At the end of Q3 2025, 378 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, down 1 from Q2 2025. 48 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($724.1M), Vanguard Group Inc. ($552.9M) and State Street Corp. ($183.0M). 8 famous investors held it, including Lee Ainslie (1.8% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions48$40.0M
Exits43$106.2M

All 13F filers, Q2 2025 → Q3 2025: 5,068,770 shares bought and 6,511,053 shares sold, net −1,442,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.01% Reduce -0.2% 8,700,335 $724.1M
Vanguard Group Inc. 0.01% Reduce -2.7% 6,643,438 $552.9M
State Street Corp. 0.01% Reduce -0.9% 2,198,589 $183.0M
Conestoga Capital Advisors, LLC 2.92% Reduce -1.2% 2,185,265 $181.9M
Fuller & Thaler Asset Management, Inc. 0.52% Add +1.3% 1,843,114 $153.4M
FMR LLC 0.01% Reduce -36.2% 1,620,839 $134.9M
Maverick Capital 1.79% Add +16.7% 1,610,214 $134.0M
Geode Capital Management, LLC 0.01% Add +1.0% 1,451,951 $120.9M
Macquarie Group Ltd. 0.13% Reduce -8.6% 1,331,579 $110.8M
Wellington Management Group LLP 0.02% Add +377.7% 1,240,509 $103.2M
Dimensional Fund Advisors LP 0.02% Add +6.2% 1,177,862 $98.0M
Citadel Advisors 0.08% Reduce -12.8% 1,176,801 $97.9M
Royal Bank of Canada 0.02% Reduce -3.4% 1,027,383 $85.5M
Morgan Stanley 0.00% Reduce -3.3% 969,873 $80.7M
JPMorgan Chase & Co. 0.00% Add +7.6% 917,122 $76.3M
Westwood Holdings Group Inc. 0.53% Add +14.2% 878,398 $73.1M
Greenhouse Funds LLLP 2.82% Add +48.3% 871,927 $72.6M
William Blair Investment Management, LLC 0.19% Add +16.8% 863,996 $71.9M
Franklin Resources Inc. 0.02% Reduce -4.9% 841,334 $70.0M
Goldman Sachs Group Inc. 0.01% Add +4.3% 789,356 $65.7M
Thrivent Financial for Lutherans 0.13% Add +250.5% 750,066 $62.4M
Invesco Ltd. 0.01% Reduce -54.8% 714,358 $59.5M
Northern Trust Corp. 0.01% Reduce -1.3% 711,017 $59.2M
Congress Asset Management Co. 0.37% Add +6.0% 672,901 $56.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.3% 667,398 $55.5M
T. Rowe Price Associates Inc. 0.01% Reduce -12.5% 640,847 $53.3M
Bank of America Corp. 0.00% Add +2.0% 630,522 $52.5M
ArrowMark Colorado Holdings LLC 0.96% Reduce -4.3% 622,116 $51.8M
Raymond James Financial Inc. 0.02% Add +1.4% 566,826 $47.2M
Rockefeller Capital Management L.P. 0.09% Add +12.9% 562,638 $46.8M
Aberdeen Group plc 0.07% Reduce -9.4% 518,663 $43.2M
Voya Investment Management LLC 0.05% Add +57.9% 489,504 $40.7M
Wells Fargo & Company 0.01% Add +17.4% 460,244 $38.3M
Loomis Sayles & Co. L P 0.04% Reduce -43.6% 447,381 $37.2M
Nuveen, LLC 0.01% Reduce -1.8% 426,984 $35.5M
Two Sigma Advisers, LP 0.07% Reduce -42.8% 416,800 $34.7M
Aristotle Capital Boston, LLC 1.79% Reduce -1.6% 416,723 $34.7M
Bank of New York Mellon Corp 0.01% Reduce -3.4% 413,762 $34.4M
Nomura Holdings Inc. 0.17% Add +195.1% 407,991 $34.0M
UBS Group AG 0.01% Reduce -14.8% 357,851 $29.8M
Two Sigma Investments, LP 0.05% Reduce -49.2% 341,779 $28.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.9% 323,227 $26.9M
Handelsbanken Fonder AB 0.09% Add +42.0% 321,309 $26.7M
Principal Financial Group Inc. 0.01% Reduce -2.5% 317,118 $26.4M
Walleye Capital LLC 0.24% Add +340.5% 315,635 $26.3M
Ameriprise Financial Inc. 0.01% Reduce -42.5% 313,960 $26.1M
Fort Washington Investment Advisors Inc. 0.14% Add +69.7% 301,718 $25.1M
Emerald Advisers, LLC 0.75% Reduce -3.8% 280,622 $23.4M
Envestnet Asset Management Inc. 0.01% Add +10.3% 269,189 $22.4M
Tidal Investments LLC 0.10% Reduce -1.1% 269,044 $22.4M
Oberweis Asset Management Inc./ 0.74% Add +9.0% 232,010 $19.3M
Public Sector Pension Investment Board 0.07% Add +14.6% 230,947 $19.2M
Comerica Bank 0.07% Reduce -1.9% 222,675 $18.5M
Fisher Asset Management 0.01% Add +2.9% 221,609 $18.4M
Frontier Capital Management Co. LLC 0.16% Add +4.1% 219,505 $18.3M
Ranger Investment Management, L.P. 1.19% Reduce -2.9% 204,220 $17.0M
Bessemer Group Inc. 0.03% Add +160206.3% 203,589 $16.9M
D. E. Shaw & Co. 0.01% Reduce -34.4% 192,987 $16.1M
Legal & General Group Plc 0.00% Reduce -5.0% 179,284 $14.9M
Adage Capital Partners Gp, L.L.C. 0.02% Add +15.3% 176,162 $14.7M
Capital World Investors 0.00% Add +43.3% 171,960 $14.3M
Emerald Mutual Fund Advisers Trust 0.71% Reduce -5.7% 165,730 $13.8M
Rhumbline Advisers 0.01% Reduce -1.2% 165,691 $13.8M
Curi Capital, LLC 0.24% Add +7.5% 159,632 $13.3M
EULAV Asset Management 0.31% Add +35.0% 158,000 $13.2M
Axiom Investors LLC 0.10% Add +4.0% 155,740 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -51.1% 148,019 $12.3M
Sei Investments Co. 0.01% Reduce -11.7% 146,263 $12.2M
California Public Employees Retirement System 0.01% Reduce -21.4% 116,776 $9.7M
Swiss National Bank 0.01% Add +1.4% 114,500 $9.5M
Amundi 0.00% Reduce -5.4% 108,005 $9.0M
Trillium Asset Management, LLC 0.23% Reduce -1.9% 104,550 $8.7M
Impax Asset Management Group plc 0.05% No change 100,000 $8.3M
Osaic Holdings, Inc. 0.01% Add +758.2% 99,751 $8.3M
Renaissance Group LLC 0.31% Add +50.0% 99,378 $8.3M
Verition Fund Management LLC 0.05% Add +376.7% 99,150 $8.3M
Barclays PLC 0.00% Reduce -16.4% 95,372 $7.9M
Millennium Management 0.01% Reduce -70.7% 89,631 $7.5M
American Capital Management Inc. 0.29% Reduce -0.0% 87,079 $7.2M
Wilmington Savings Fund Society, FSB 0.17% Reduce -2.9% 85,304 $7.1M
State of Wisconsin Investment Board 0.02% Add +0.1% 80,914 $6.7M
Deutsche Bank AG 0.00% Add +7.4% 79,213 $6.6M
Jane Street Group, LLC 0.01% Reduce -28.8% 79,122 $6.6M
Balyasny Asset Management L.P. 0.01% Add +271.1% 76,610 $6.4M
Renaissance Technologies 0.01% Reduce -56.2% 74,912 $6.2M
Alliancebernstein L.P. 0.00% Reduce -1.5% 73,397 $6.1M
New York State Teachers Retirement System 0.01% No change 72,812 $6.1M
Public Employees Retirement System of Ohio 0.02% Add +7.3% 70,940 $5.9M
Man Group plc 0.01% New 69,745 $5.8M
F/m Investments LLC 0.22% Reduce -5.2% 68,713 $5.7M
Voloridge Investment Management, LLC 0.02% New 66,847 $5.6M
Natixis 0.03% Add +474185.7% 66,400 $5.5M
King Luther Capital Management Corp. 0.02% No change 65,529 $5.5M
Natixis Advisors, LLC 0.01% Reduce -3.8% 65,149 $5.4M
Victory Capital Management Inc. 0.00% Reduce -47.6% 63,590 $5.3M
LPL Financial LLC 0.00% Reduce -7.7% 59,789 $5.0M
Prudential Financial Inc. 0.01% Reduce -3.2% 59,331 $4.9M
Russell Investments Group, Ltd. 0.01% Add +10.3% 55,939 $4.7M
Panagora Asset Management Inc. 0.02% Reduce -45.1% 55,042 $4.6M
California State Teachers Retirement System 0.00% Add +0.0% 53,819 $4.5M

"% 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 378 holders