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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $40.0M |
| Exits | 43 | $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 |
| Glazer Capital, LLC | 0.17% | New | 53,700 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 50,667 | $4.1M |
| Martin & Co. Inc. | 0.64% | Add +0.2% | 43,349 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +22.5% | 42,222 | $3.5M |
| Deerfield Management Company, L.P. | 0.06% | New | 41,846 | $3.5M |
| Zions Bancorporation, National Association | 0.17% | Reduce -13.1% | 40,828 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.3% | 39,552 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 36,494 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.7% | 36,174 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.9% | 36,517 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +10.1% | 35,005 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 34,251 | $2.9M |
| Creative Planning | 0.00% | Add +20.1% | 33,213 | $2.8M |
| Intech Investment Management LLC | 0.02% | Reduce -22.3% | 33,074 | $2.8M |
| Dark Forest Capital Management LP | 0.10% | Add +405.8% | 32,259 | $2.7M |
| Marshall Wace, LLP | 0.00% | New | 32,170 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +136.9% | 31,889 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -0.1% | 31,432 | $2.6M |
| CI Investments Inc. | 0.01% | Add +18.5% | 30,325 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.3% | 30,094 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +14.3% | 29,851 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -15.3% | 29,798 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.6% | 27,953 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +115.4% | 27,538 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Add +4.2% | 27,339 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.4% | 27,200 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Add +84.4% | 25,803 | $2.1M |
| Thrive Capital Management, LLC | 0.55% | Add +29.9% | 25,802 | $2.1M |
| Twinbeech Capital LP | 0.08% | Add +25.0% | 25,662 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 25,379 | $2.1M |
| Glenmede Investment Management, LP | 0.01% | Reduce -3.2% | 25,091 | $2.1M |
| Riverwater Partners LLC | 0.85% | Add +36.9% | 24,725 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 24,631 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +24.0% | 24,553 | $2.0M |
| Peak Retirement Planning, Inc. | 0.56% | Add +55.4% | 23,978 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -58.9% | 23,585 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 23,269 | $1.9M |
| HRT Financial LP | 0.01% | New | 22,775 | $1.9M |
| Martingale Asset Management L P | 0.05% | Reduce -3.3% | 21,520 | $1.8M |
| AQR Capital Management | 0.00% | Add +47.8% | 20,934 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +12.1% | 20,018 | $1.7M |
| Ami Asset Management Corp. | 0.09% | Reduce -0.2% | 19,951 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | New | 19,750 | $1.6M |
| Boothbay Fund Management, LLC | 0.04% | New | 19,637 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 19,554 | $1.6M |
| Algert Global LLC | 0.03% | Add +366.2% | 19,440 | $1.6M |
| New York State Common Retirement Fund | 0.00% | No change | 18,880 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -16.4% | 18,867 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +227.2% | 18,702 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.5% | 17,852 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 17,477 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -18.1% | 16,918 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -23.3% | 16,910 | $1.4M |
| Amalgamated Bank | 0.01% | Add +0.6% | 16,877 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.9% | 16,191 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 16,050 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -9.3% | 15,139 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.6% | 15,081 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +21.3% | 14,878 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +12.2% | 14,716 | $1.2M |
| Quantbot Technologies LP | 0.03% | Add +130.6% | 14,426 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -75.9% | 14,291 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +28.0% | 14,263 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.7% | 14,029 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +6.7% | 13,908 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.9% | 13,789 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -19.1% | 13,692 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.5% | 13,362 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +9.1% | 13,200 | $1.1M |
| Gotham Asset Management | 0.00% | Add +160.8% | 13,005 | $1.1M |
| Entropy Technologies, LP | 0.08% | New | 12,539 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 12,099 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -42.0% | 11,444 | $952K |
| Vestcor Inc | 0.03% | Reduce -37.5% | 11,443 | $952K |
| Perbak Capital Partners LLP | 0.16% | Add +80.0% | 11,032 | $918K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 11,032 | $918K |
| Kennedy Capital Management LLC | 0.02% | New | 10,899 | $907K |
| South Dakota Investment Council | 0.02% | Reduce -6.9% | 10,806 | $899K |
| HSBC Holdings PLC | 0.00% | Add +37.8% | 10,483 | $858K |
| Winnacle Wealth LLC | 0.65% | New | 9,887 | $831K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.1% | 8,618 | $717K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.0% | 8,513 | $709K |
| Blueshift Asset Management, LLC | 0.22% | New | 8,451 | $703K |
| Occudo Quantitative Strategies LP | 0.08% | Add +166.2% | 8,320 | $692K |
| Park Avenue Securities LLC | 0.01% | Add +25.2% | 8,017 | $667K |
| Benjamin Edwards Inc. | 0.01% | Add +16.9% | 7,934 | $660K |
| Capstone Investment Advisors, LLC | 0.01% | Add +170.6% | 7,925 | $660K |
| Premier Fund Managers Ltd | 0.03% | Add +22.6% | 8,119 | $656K |
| Silver Oak Securities, Incorporated | 0.05% | Add +119.3% | 7,712 | $642K |
| QRG Capital Management, Inc. | 0.01% | Reduce -12.7% | 7,680 | $639K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.3% | 7,503 | $624K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,902 | $574K |
| Brookstone Capital Management | 0.01% | New | 6,892 | $574K |
| Mountain Pacific Investment Advisers LLC | 0.09% | Reduce -92.7% | 6,848 | $570K |
| Henshaw Capital LLC | 0.02% | Reduce -27.0% | 6,674 | $555K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.6% | 6,634 | $552K |
| Significant Wealth Partners LLC | 0.27% | Add +33.0% | 6,515 | $542K |
| Atria Investments, Inc | 0.01% | Reduce -28.5% | 6,284 | $523K |
| Gibbs Wealth Management | 0.12% | Reduce -13.3% | 6,251 | $520K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,236 | $519K |
| Horizon Investments, LLC | 0.01% | Add +27.6% | 6,216 | $517K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.1% | 6,179 | $514K |
| Evergreen Capital Management LLC | 0.01% | Add +39.3% | 6,007 | $500K |
| CWC Advisors, LLC. | 0.24% | Add +0.6% | 5,926 | $493K |
| Virtus Advisers, LLC | 0.28% | No change | 5,913 | $492K |
| Smith Group Asset Management, LLC | 0.03% | Add +2.7% | 5,769 | $480K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,690 | $474K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,590 | $465K |
| Axq Capital, LP | 0.17% | Add +73.7% | 5,411 | $450K |
| Whalen Wealth Management Inc. | 0.26% | Add +11.5% | 5,301 | $441K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.1% | 5,240 | $436K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 4,650 | $435K |
| SageView Advisory Group, LLC | 0.01% | Add +0.8% | 5,178 | $431K |
| Xponance LLC | 0.00% | Add +0.7% | 4,953 | $412K |
| Hancock Whitney Corp. | 0.01% | Add +0.0% | 4,926 | $410K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 4,887 | $407K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 4,526 | $377K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -96.0% | 4,503 | $375K |
| STRS Ohio | 0.00% | Reduce -24.1% | 4,400 | $366K |
| FORA Capital, LLC | 0.06% | Add +26.0% | 4,380 | $365K |
| Sowell Financial Services LLC | 0.01% | Add +4.2% | 4,355 | $362K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.5% | 4,348 | $362K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.5% | 4,348 | $362K |
| Portside Wealth Group, LLC | 0.05% | Add +18.4% | 4,191 | $349K |
| ORG Partners LLC | 0.06% | Add +9857.1% | 4,182 | $348K |
| Lombard Odier Asset Management (USA) Corp | 0.09% | Add +33.3% | 4,158 | $346K |
| Vise Technologies, Inc. | 0.01% | Add +34.3% | 4,131 | $344K |
| Canada Pension Plan Investment Board | 0.00% | Add +215.4% | 4,100 | $341K |
| Ethic Inc. | 0.01% | Reduce -1.0% | 4,019 | $335K |
| Captrust Financial Advisors | 0.00% | Add +10.1% | 3,906 | $325K |
| Freestone Grove Partners LP | 0.00% | New | 3,770 | $314K |
| Wedbush Securities Inc. | 0.01% | Add +39.9% | 3,712 | $309K |
| Lido Advisors, LLC | 0.00% | Reduce -5.5% | 3,696 | $308K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,644 | $303K |
| Keebeck Wealth Management | 0.04% | Reduce -18.3% | 3,611 | $301K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.0% | 3,497 | $291K |
| Principal Securities, Inc. | 0.00% | Add +12.1% | 3,477 | $289K |
| Mirabella Financial Services LLP | 0.03% | New | 3,430 | $285K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +2.6% | 3,415 | $284K |
| BAM Wealth Management, LLC | 0.21% | — | 3,309 | $275K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.1% | 3,246 | $270K |
| Choreo, LLC | 0.00% | Add +0.7% | 3,194 | $266K |
| PharVision Advisers, LLC | 0.15% | New | 3,189 | $265K |
| Corient Private Wealth LP | 0.00% | Reduce -43.8% | 3,166 | $264K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $250K |
| Quantinno Capital Management LP | 0.00% | New | 2,992 | $249K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -13.2% | 2,989 | $249K |
| US Bancorp \de | 0.00% | Reduce -7.5% | 2,955 | $246K |
| Jump Financial, LLC | 0.00% | Reduce -69.9% | 2,935 | $244K |
| EntryPoint Capital, LLC | 0.09% | Add +8.4% | 2,930 | $244K |
| MeadowBrook Investment Advisors LLC | 0.21% | Reduce -2.3% | 2,917 | $243K |
| Corton Capital Inc. | 0.59% | Add +0.7% | 2,899 | $241K |
| XTX Topco Ltd | 0.01% | Reduce -50.8% | 2,843 | $237K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.3% | 2,819 | $235K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +26.0% | 2,804 | $233K |
| Profund Advisors LLC | 0.01% | Reduce -6.0% | 2,756 | $229K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,740 | $228K |
| Graham Capital Management, L.P. | 0.01% | New | 2,689 | $224K |
| Cerity Partners LLC | 0.00% | Reduce -13.1% | 2,625 | $218K |
| R Squared Ltd | 0.09% | New | 2,617 | $218K |
| Hohimer Wealth Management, LLC | 0.03% | New | 2,615 | $218K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.4% | 2,600 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.0% | 2,588 | $215K |
| Shell Asset Management Co. | 0.02% | Reduce -54.8% | 2,585 | $215K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -29.9% | 2,547 | $212K |
| Mariner, LLC | 0.00% | Reduce -52.6% | 2,544 | $212K |
| Norden Group LLC | 0.02% | Add +5.7% | 2,536 | $211K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,521 | $210K |
| Marco Investment Management LLC | 0.02% | No change | 2,500 | $208K |
| Central Pacific Bank - Trust Division | 0.02% | Add +45.6% | 2,300 | $191K |
| Hilltop National Bank | 0.04% | Add +8.7% | 2,119 | $176K |
| Cwm, LLC | 0.00% | Add +12.9% | 2,072 | $172K |
| Archer Investment Corp | 0.04% | Add +4.4% | 1,983 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.1% | 1,911 | $159K |
| iSAM Funds (UK) Ltd | 0.03% | New | 1,712 | $142K |
| State of Wyoming | 0.02% | Reduce -1.2% | 1,709 | $142K |
| KBC Group NV | 0.00% | Add +26.5% | 1,668 | $139K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 1,669 | $139K |
| Smartleaf Asset Management LLC | 0.01% | Add +28.7% | 1,663 | $134K |
| TD Private Client Wealth LLC | 0.00% | Reduce -35.8% | 1,423 | $118K |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 1,337 | $111K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.1% | 1,283 | $107K |
| Globeflex Capital L P | 0.02% | No change | 1,257 | $105K |
| Pacer Advisors, Inc. | 0.00% | Reduce -33.0% | 1,165 | $97K |
| AlphaQuest LLC | 0.01% | Add +4.5% | 1,114 | $93K |
| Palouse Capital Management, Inc. | 0.06% | Add +27.5% | 1,076 | $90K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,000 | $83K |
| GAMMA Investing LLC | 0.00% | Reduce -26.8% | 950 | $79K |
| First Horizon Corp. | 0.00% | — | 933 | $78K |
| National Bank of Canada | 0.00% | Reduce -1.3% | 768 | $64K |
| Huntington National Bank | 0.00% | Reduce -36.9% | 685 | $57K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.0% | 672 | $56K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $47K |
| Quarry LP | 0.01% | Add +185.9% | 526 | $44K |
| Danske Bank A/S | 0.00% | No change | 500 | $42K |
| Salomon & Ludwin, LLC | 0.00% | New | 441 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +3.8% | 442 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -30.9% | 432 | $36K |
| Sterling Capital Management LLC | 0.00% | Add +72.4% | 419 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 400 | $33K |
| Valued Wealth Advisors LLC | 0.01% | No change | 386 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +27.2% | 337 | $28K |
| IFP Advisors, Inc | 0.00% | Add +48.7% | 339 | $28K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 308 | $26K |
| Point72 Europe (London) LLP | 0.00% | New | 311 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.3% | 295 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Add +79.4% | 287 | $24K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 284 | $24K |
| Optiver Holding B.V. | 0.00% | Add +751.5% | 281 | $23K |
| OP Asset Management Ltd | 0.00% | No change | 262 | $22K |
| UMB Bank, n.a. | 0.00% | Add +8.9% | 244 | $20K |
| Federated Hermes, Inc. | 0.00% | Add +235.2% | 238 | $20K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +110.9% | 232 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.3% | 222 | $18K |
| Arax Advisory Partners | 0.00% | New | 202 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 190 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.8% | 190 | $16K |
| Key Financial Inc | 0.00% | No change | 172 | $14K |
| Signaturefd, LLC | 0.00% | Add +6.8% | 142 | $12K |
| Point72 (DIFC) Ltd | 0.00% | New | 137 | $11K |
| Covestor Ltd | 0.01% | Add +11.8% | 133 | $11K |
| Crewe Advisors LLC | 0.00% | New | 129 | $11K |
| Wealthspire Advisors, LLC | 0.00% | New | 125 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -38.5% | 107 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 104 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 89 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +376.5% | 81 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 81 | $7K |
| MAI Capital Management | 0.00% | Reduce -68.4% | 79 | $7K |
| Bare Financial Services, Inc | 0.00% | Reduce -7.5% | 74 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 63 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -63.0% | 60 | $5K |
| Allworth Financial LP | 0.00% | Reduce -3.3% | 59 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -52.2% | 55 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +3.9% | 53 | $4K |
| LRI Investments, LLC | 0.00% | No change | 51 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 41 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 37 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -12.7% | 48 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 25 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 31 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -80.2% | 27 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.6% | 27 | $2K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 26 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 23 | $2K |
| High Note Wealth, LLC | 0.00% | New | 20 | $2K |
| Mather Group, Llc. | 0.00% | New | 20 | $2K |
| Private Trust Co. NA | 0.00% | Add +13.3% | 17 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $1K |
| Westfuller Advisors, LLC | 0.00% | New | 17 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +16.7% | 14 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 12 | $999 |
| Essential Partners LLC | 0.00% | Add +500.0% | 12 | $999 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $749 |
| Rossby Financial, LCC | 0.00% | New | 9 | $739 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $634 |
| Kilter Group LLC | 0.00% | New | 6 | $500 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $417 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $417 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $416 |
| Abound Wealth Management | 0.00% | No change | 4 | $333 |
| Larson Financial Group LLC | 0.00% | Reduce -69.2% | 4 | $333 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $333 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $250 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $167 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $166 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $84 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $84 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $83 |
| New Millennium Group LLC | 0.00% | New | 1 | $83 |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.