Merit Medical SystemsMMSI

13F holders, Q4 2025 (December 31)
390holders +12
47new positions
45sold out
8famous investors
$88.14avg. 13F price*

At the end of Q4 2025, 390 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 12 from Q3 2025. 47 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($767.1M), Vanguard Group Inc. ($580.1M) and State Street Corp. ($196.6M). 8 famous investors held it, including Lee Ainslie (0.5% of Maverick Capital's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions47$171.2M
Exits45$192.6M

All 13F filers, Q3 2025 → Q4 2025: 5,762,731 shares bought and 6,066,403 shares sold, net −303,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 390 holders

BlackRock, Inc. 0.01% Add +0.0% 8,703,375 $767.1M
Vanguard Group Inc. 0.01% Reduce -0.9% 6,582,018 $580.1M
State Street Corp. 0.01% Add +1.5% 2,231,048 $196.6M
Conestoga Capital Advisors, LLC 3.09% Reduce -4.5% 2,086,483 $183.9M
Fuller & Thaler Asset Management, Inc. 0.62% Add +12.7% 2,077,796 $183.1M
FMR LLC 0.01% Add +9.3% 1,771,579 $156.1M
Geode Capital Management, LLC 0.01% Add +0.1% 1,453,772 $128.2M
Wellington Management Group LLP 0.02% Add +7.0% 1,327,013 $117.0M
Dimensional Fund Advisors LP 0.02% Add +4.0% 1,225,013 $108.0M
Nomura Asset Management International Inc. 0.15% — 1,146,304 $101.0M
Morgan Stanley 0.01% Add +17.6% 1,140,390 $100.5M
Citadel Advisors 0.07% Reduce -7.1% 1,093,607 $96.4M
Citigroup Inc. 0.06% Add +4390.9% 1,059,169 $93.4M
Royal Bank of Canada 0.01% Reduce -5.9% 966,335 $85.2M
Goldman Sachs Group Inc. 0.01% Add +20.1% 948,079 $83.6M
William Blair Investment Management, LLC 0.22% Add +1.3% 874,859 $77.1M
Greenhouse Funds LLLP 2.95% Reduce -0.5% 867,227 $76.4M
Norges Bank 0.01% — 861,781 $76.0M
Congress Asset Management Co. 0.53% Add +27.4% 857,639 $75.6M
Westwood Holdings Group Inc. 0.60% Reduce -5.9% 826,214 $72.8M
JPMorgan Chase & Co. 0.00% Reduce -16.1% 769,685 $67.8M
Bank of America Corp. 0.00% Add +16.3% 733,166 $64.6M
Thrivent Financial for Lutherans 0.12% Reduce -2.3% 732,904 $64.6M
Northern Trust Corp. 0.01% Reduce -4.3% 680,238 $60.0M
Charles Schwab Investment Management Inc. 0.01% Add +0.7% 672,222 $59.2M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 644,863 $56.8M
Walleye Capital LLC 0.30% Add +77.4% 559,811 $49.3M
Wells Fargo & Company 0.01% Add +15.0% 529,401 $46.7M
Invesco Ltd. 0.00% Reduce -31.0% 492,687 $43.4M
Maverick Capital 0.46% Reduce -69.8% 486,166 $42.9M
Nuveen, LLC 0.01% Add +12.9% 481,879 $42.5M
Voya Investment Management LLC 0.05% Reduce -2.2% 478,870 $42.2M
Aberdeen Group plc 0.06% Reduce -8.6% 473,895 $41.8M
ArrowMark Colorado Holdings LLC 0.89% Reduce -26.5% 457,432 $40.3M
Raymond James Financial Inc. 0.01% Reduce -22.1% 441,789 $39.0M
Point72 Asset Management 0.06% New 436,531 $38.5M
Rockefeller Capital Management L.P. 0.07% Reduce -22.6% 435,587 $38.4M
Franklin Resources Inc. 0.01% Reduce -50.4% 417,716 $36.8M
Nomura Holdings Inc. 0.10% Add +1.7% 414,928 $36.6M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 401,703 $35.4M
UBS Group AG 0.01% Add +10.5% 395,557 $34.9M
Iron Triangle Partners LP 3.89% New 385,660 $34.0M
Two Sigma Investments, LP 0.05% Add +11.1% 379,740 $33.5M
Aristotle Capital Boston, LLC 1.83% Reduce -9.3% 377,861 $33.3M
Champlain Investment Partners, LLC 0.33% New 367,130 $32.4M
Principal Financial Group Inc. 0.01% Add +4.6% 331,604 $29.2M
Public Sector Pension Investment Board 0.10% Add +40.7% 325,016 $28.6M
Fort Washington Investment Advisors Inc. 0.15% Add +6.4% 321,023 $28.3M
Bessemer Group Inc. 0.04% Add +54.2% 313,981 $27.7M
Two Sigma Advisers, LP 0.05% Reduce -25.6% 310,100 $27.3M
Ameriprise Financial Inc. 0.01% Reduce -4.2% 300,765 $26.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.3% 299,605 $26.4M
Comerica Bank 0.10% Add +28.9% 287,088 $25.3M
Oberweis Asset Management Inc./ 0.87% Add +15.8% 268,760 $23.7M
Handelsbanken Fonder AB 0.07% Reduce -16.5% 268,309 $23.6M
Envestnet Asset Management Inc. 0.01% Reduce -7.9% 247,841 $21.8M
Tidal Investments LLC 0.09% Reduce -8.5% 246,200 $21.7M
Emerald Advisers, LLC 0.62% Reduce -19.3% 226,514 $20.0M
Frontier Capital Management Co. LLC 0.20% Reduce -0.9% 217,557 $19.2M
Assenagon Asset Management S.A. 0.03% Add +972.9% 211,891 $18.7M
Fisher Asset Management 0.01% Reduce -7.5% 205,003 $18.1M
Silvercrest Asset Management Group LLC 0.12% New 204,016 $18.0M
Ranger Investment Management, L.P. 1.23% Reduce -0.3% 203,605 $17.9M
D. E. Shaw & Co. 0.01% Add +2.4% 197,691 $17.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -6.3% 165,000 $14.5M
EULAV Asset Management 0.37% No change 158,000 $13.9M
Rhumbline Advisers 0.01% Reduce -5.3% 156,838 $13.8M
Curi Capital, LLC 0.24% Reduce -3.7% 153,699 $13.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.7% 152,050 $13.4M
Legal & General Group Plc 0.00% Reduce -15.7% 151,179 $13.3M
Sei Investments Co. 0.01% Add +2.0% 149,170 $13.1M
Marshall Wace, LLP 0.01% Add +355.4% 146,511 $12.9M
WINTON GROUP Ltd 0.42% New 138,856 $12.2M
Balyasny Asset Management L.P. 0.02% Add +74.2% 133,438 $11.8M
Renaissance Technologies 0.02% Add +68.5% 126,212 $11.1M
Axiom Investors LLC 0.10% Reduce -19.9% 124,750 $11.0M
California Public Employees Retirement System 0.01% Add +1.2% 118,183 $10.4M
Swiss National Bank 0.01% Add +2.0% 116,800 $10.3M
Man Group plc 0.02% Add +66.5% 116,088 $10.2M
Amundi 0.00% Add +1.0% 109,072 $9.6M
Emerald Mutual Fund Advisers Trust 0.45% Reduce -36.3% 105,651 $9.3M
Osaic Holdings, Inc. 0.01% Add +2.4% 102,110 $9.0M
Impax Asset Management Group plc 0.06% No change 100,000 $8.8M
Barclays PLC 0.00% Reduce -1.2% 94,250 $8.3M
American Capital Management Inc. 0.36% Add +6.9% 93,083 $8.2M
Renaissance Group LLC 0.33% Reduce -7.0% 92,391 $8.1M
Trillium Asset Management, LLC 0.25% Reduce -16.1% 87,721 $8.0M
Wilmington Savings Fund Society, FSB 0.17% Reduce -1.1% 84,388 $7.4M
Deutsche Bank AG 0.00% Add +2.5% 81,162 $7.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 75,218 $6.6M
Jane Street Group, LLC 0.01% Reduce -5.7% 74,652 $6.6M
New York State Teachers Retirement System 0.01% No change 72,812 $6.4M
King Luther Capital Management Corp. 0.02% Add +3.8% 68,045 $6.0M
Alliancebernstein L.P. 0.00% Reduce -7.4% 67,946 $6.0M
Public Employees Retirement System of Ohio 0.02% Reduce -5.0% 67,396 $5.9M
Freestone Grove Partners LP 0.04% Add +1625.1% 65,035 $5.7M
Campbell & CO Investment Adviser LLC 0.27% Add +322.3% 62,828 $5.5M
Trexquant Investment LP 0.05% New 60,546 $5.3M
LPL Financial LLC 0.00% Reduce -2.8% 58,114 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -28.4% 57,904 $5.1M

"% 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 390 holders