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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $171.2M |
| Exits | 45 | $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 |
| Russell Investments Group, Ltd. | 0.01% | Add +2.4% | 57,276 | $5.0M |
| California State Teachers Retirement System | 0.01% | Add +4.9% | 56,466 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -6.6% | 55,391 | $4.9M |
| F/m Investments LLC | 0.19% | Reduce -19.5% | 55,306 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.3% | 54,906 | $4.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 51,319 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +29.5% | 51,234 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.1% | 50,607 | $4.5M |
| Creative Planning | 0.00% | Add +43.6% | 47,698 | $4.2M |
| Edgestream Partners, L.P. | 0.11% | New | 44,479 | $3.9M |
| Martin & Co. Inc. | 0.67% | Add +2.5% | 44,426 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -32.6% | 43,878 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +18.2% | 43,164 | $3.7M |
| CI Investments Inc. | 0.02% | Add +35.3% | 41,015 | $3.6M |
| Thrive Capital Management, LLC | 0.80% | Add +58.5% | 40,897 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +11.2% | 40,576 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -4.6% | 40,275 | $3.5M |
| Zions Bancorporation, National Association | 0.16% | Reduce -6.5% | 38,161 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 37,066 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.7% | 35,954 | $3.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -50.4% | 33,154 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +9.6% | 32,725 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.6% | 32,678 | $2.9M |
| Peak Retirement Planning, Inc. | 0.67% | Add +35.4% | 32,472 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Add +3.3% | 32,460 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.3% | 30,190 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 30,160 | $2.7M |
| Crown Advisors Management, Inc. | 1.74% | New | 30,000 | $2.6M |
| Verition Fund Management LLC | 0.01% | Reduce -70.0% | 29,794 | $2.6M |
| Intech Investment Management LLC | 0.02% | Reduce -15.8% | 27,855 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Add +11.8% | 27,531 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 27,457 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | No change | 27,200 | $2.4M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Reduce -3.1% | 26,484 | $2.3M |
| Millennium Management | 0.00% | Reduce -70.7% | 26,261 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Add +10.4% | 28,492 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Reduce -6.3% | 25,805 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.4% | 25,625 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | — | 25,324 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Add +34.4% | 25,137 | $2.2M |
| AQR Capital Management | 0.00% | Add +18.3% | 24,759 | $2.2M |
| Riverwater Partners LLC | 0.84% | No change | 24,725 | $2.2M |
| Bank of Montreal | 0.00% | Add +41.1% | 23,861 | $2.1M |
| Diversified Trust Co. | 0.04% | Add +62.4% | 22,587 | $2.0M |
| Ami Asset Management Corp. | 0.11% | Add +8.5% | 21,650 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 21,628 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Add +10.0% | 21,600 | $1.9M |
| Martingale Asset Management L P | 0.05% | Reduce -1.4% | 21,216 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Add +6.1% | 20,037 | $1.8M |
| Algert Global LLC | 0.03% | No change | 19,440 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.1% | 18,958 | $1.7M |
| Deerfield Management Company, L.P. | 0.02% | Reduce -55.1% | 18,798 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -72.2% | 17,691 | $1.6M |
| SG Americas Securities, LLC | 0.00% | New | 17,433 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +18.0% | 17,370 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +4031.0% | 17,309 | $1.5M |
| Amalgamated Bank | 0.01% | Add +2.3% | 17,265 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -15.0% | 17,022 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -5.1% | 16,582 | $1.5M |
| Alberta Investment Management Corp | 0.01% | New | 16,200 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,050 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.8% | 15,906 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +8.8% | 15,514 | $1.4M |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.6% | 16,487 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +9.3% | 14,960 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.7% | 14,678 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +253.7% | 14,500 | $1.3M |
| Picton Mahoney Asset Management | 0.01% | New | 14,376 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1.3% | 13,965 | $1.2M |
| Mountain Pacific Investment Advisers LLC | 0.20% | Add +101.1% | 13,774 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.5% | 13,562 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -24.2% | 13,530 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.9% | 12,924 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -4.5% | 12,600 | $1.1M |
| Holocene Advisors, LP | 0.00% | New | 12,308 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.7% | 12,181 | $1.1M |
| Karras Company, Inc. | 0.99% | — | 11,525 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 11,383 | $1.0M |
| Callan Family Office, LLC | 0.02% | New | 10,948 | $965K |
| Kennedy Capital Management LLC | 0.02% | Reduce -0.6% | 10,839 | $955K |
| Winnacle Wealth LLC | 0.69% | Add +5.6% | 10,441 | $929K |
| Teacher Retirement System of Texas | 0.00% | Reduce -32.4% | 10,234 | $902K |
| South Dakota Investment Council | 0.02% | Reduce -7.4% | 10,006 | $882K |
| American Century Companies Inc. | 0.00% | Reduce -69.1% | 9,852 | $868K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -50.8% | 9,618 | $848K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.0% | 9,224 | $813K |
| Benjamin Edwards Inc. | 0.01% | Add +9.9% | 8,720 | $768K |
| Maryland State Retirement & Pension System | 0.02% | Add +2.1% | 8,693 | $766K |
| Park Avenue Securities LLC | 0.01% | Add +6.8% | 8,559 | $754K |
| QRG Capital Management, Inc. | 0.01% | Add +10.4% | 8,479 | $747K |
| Atria Investments, Inc | 0.01% | Add +29.1% | 8,110 | $715K |
| Brookstone Capital Management | 0.01% | Add +7.5% | 7,408 | $653K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -1.3% | 7,406 | $653K |
| Horizon Investments, LLC | 0.01% | Add +16.0% | 7,213 | $636K |
| ExodusPoint Capital Management, LP | 0.01% | New | 7,154 | $631K |
| ORG Partners LLC | 0.11% | Add +68.1% | 7,030 | $619K |
| Premier Fund Managers Ltd | 0.03% | Reduce -15.7% | 6,845 | $606K |
| Gibbs Wealth Management | 0.15% | Add +11.1% | 6,946 | $600K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.1% | 6,776 | $597K |
| Two Sigma Securities, LLC | 0.08% | New | 6,665 | $587K |
| Vise Technologies, Inc. | 0.01% | Add +51.2% | 6,245 | $550K |
| First Trust Advisors LP | 0.00% | Reduce -56.6% | 6,201 | $547K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.1% | 5,988 | $528K |
| Smith Group Asset Management, LLC | 0.03% | Add +2.8% | 5,930 | $523K |
| Virtus Advisers, LLC | 0.25% | No change | 5,913 | $521K |
| Quantinno Capital Management LP | 0.00% | Add +96.0% | 5,865 | $517K |
| CWC Advisors, LLC. | 0.25% | Reduce -1.5% | 5,839 | $515K |
| Portside Wealth Group, LLC | 0.07% | Add +36.1% | 5,706 | $503K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,690 | $502K |
| Whalen Wealth Management Inc. | 0.27% | Add +6.6% | 5,650 | $498K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,590 | $493K |
| Keebeck Wealth Management | 0.05% | Add +48.0% | 5,345 | $471K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.8% | 5,135 | $453K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.9% | 5,111 | $450K |
| Great Lakes Advisors, LLC | 0.00% | Add +12.7% | 5,074 | $447K |
| Hancock Whitney Corp. | 0.01% | Add +1.7% | 5,008 | $441K |
| Captrust Financial Advisors | 0.00% | Add +28.2% | 5,008 | $441K |
| Swiss Life Asset Management Ltd | 0.00% | Add +81.0% | 4,959 | $437K |
| Jackson Creek Investment Advisors LLC | 0.13% | New | 4,817 | $425K |
| Armistice Capital, LLC | 0.01% | New | 4,796 | $423K |
| Vestcor Inc | 0.01% | Reduce -58.4% | 4,766 | $420K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 4,749 | $419K |
| Xponance LLC | 0.00% | Reduce -5.2% | 4,694 | $414K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.4% | 4,633 | $408K |
| Sowell Financial Services LLC | 0.01% | Add +2.0% | 4,442 | $392K |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 4,433 | $391K |
| STRS Ohio | 0.00% | No change | 4,400 | $388K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 4,360 | $384K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +72.5% | 4,350 | $383K |
| Profund Advisors LLC | 0.01% | Add +57.5% | 4,342 | $383K |
| Ethic Inc. | 0.01% | Add +7.6% | 4,324 | $381K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +57.7% | 4,101 | $361K |
| Wedbush Securities Inc. | 0.01% | Add +7.3% | 3,983 | $351K |
| Oakmont Advisory Group, LLC | 0.37% | — | 3,975 | $350K |
| Cibc World Markets Corp. | 0.00% | — | 3,870 | $341K |
| BAM Wealth Management, LLC | 0.24% | Add +13.3% | 3,749 | $330K |
| Headlands Technologies LLC | 0.03% | New | 3,701 | $326K |
| Mackenzie Financial Corp. | 0.00% | Add +1.2% | 3,687 | $326K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.5% | 3,684 | $325K |
| Lido Advisors, LLC | 0.00% | Add +3.8% | 3,836 | $324K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -56.1% | 3,648 | $322K |
| Principal Securities, Inc. | 0.00% | Add +3.3% | 3,590 | $316K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.7% | 3,580 | $316K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 3,552 | $313K |
| Mercer Global Advisors Inc. | 0.00% | Add +36.8% | 3,540 | $312K |
| Mariner, LLC | 0.00% | Add +33.2% | 3,389 | $299K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -70.8% | 3,344 | $295K |
| CIBC Asset Management Inc | 0.00% | New | 3,333 | $294K |
| Graham Capital Management, L.P. | 0.01% | Add +23.6% | 3,324 | $293K |
| Norden Group LLC | 0.03% | Add +29.8% | 3,291 | $290K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +71.7% | 3,281 | $289K |
| MOKAN Wealth Management Inc. | 0.13% | New | 3,221 | $284K |
| Choreo, LLC | 0.00% | Reduce -0.4% | 3,182 | $282K |
| Cerity Partners LLC | 0.00% | Add +21.0% | 3,177 | $280K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 3,156 | $278K |
| US Bancorp \de | 0.00% | Add +6.2% | 3,138 | $277K |
| FORA Capital, LLC | 0.03% | Reduce -30.4% | 3,050 | $269K |
| Significant Wealth Partners LLC | 0.30% | Reduce -53.2% | 3,048 | $269K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $264K |
| Guardian Asset Advisors, LLC | 0.14% | No change | 2,989 | $263K |
| Personal Cfo Solutions, LLC | 0.04% | New | 2,975 | $262K |
| MeadowBrook Investment Advisors LLC | 0.22% | Reduce -0.5% | 2,902 | $256K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,609 | $243K |
| Graetz Wealth LLC | 0.22% | — | 2,712 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,692 | $237K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.1% | 2,618 | $231K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -7.3% | 2,600 | $229K |
| Bayforest Capital Ltd | 0.17% | New | 2,533 | $223K |
| Marco Investment Management LLC | 0.02% | No change | 2,500 | $220K |
| PharVision Advisers, LLC | 0.11% | Reduce -22.6% | 2,467 | $217K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,451 | $216K |
| TD Private Client Wealth LLC | 0.00% | Add +66.0% | 2,362 | $208K |
| Dakota Wealth Management | 0.00% | New | 2,302 | $203K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,275 | $201K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -2.7% | 2,237 | $197K |
| Hilltop National Bank | 0.05% | No change | 2,119 | $187K |
| Cwm, LLC | 0.00% | Add +1.5% | 2,103 | $185K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | — | 2,000 | $176K |
| Blue Trust, Inc. | 0.00% | Add +11.0% | 1,853 | $163K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.0% | 1,780 | $158K |
| Archer Investment Corp | 0.04% | Reduce -11.4% | 1,756 | $155K |
| State of Wyoming | 0.02% | Add +2.8% | 1,756 | $155K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -39.4% | 1,709 | $151K |
| KBC Group NV | 0.00% | No change | 1,668 | $147K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,434 | $127K |
| GAMMA Investing LLC | 0.01% | Add +45.6% | 1,383 | $122K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.0% | 1,335 | $118K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,275 | $112K |
| Fifth Third Bancorp | 0.00% | Reduce -5.3% | 1,266 | $112K |
| Globeflex Capital L P | 0.02% | No change | 1,257 | $111K |
| AlphaQuest LLC | 0.01% | Add +8.4% | 1,208 | $106K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.3% | 1,162 | $102K |
| First Horizon Corp. | 0.00% | Add +19.7% | 1,117 | $98K |
| Palouse Capital Management, Inc. | 0.06% | Reduce -5.9% | 1,013 | $89K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,000 | $88K |
| Kemnay Advisory Services Inc. | 0.01% | New | 936 | $82K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.3% | 896 | $79K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 765 | $67K |
| Huntington National Bank | 0.00% | Add +6.1% | 727 | $64K |
| Acadian Asset Management LLC | 0.00% | New | 647 | $57K |
| Global Retirement Partners, LLC | 0.00% | Add +973.6% | 569 | $50K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $48K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 537 | $47K |
| Danske Bank A/S | 0.00% | No change | 500 | $44K |
| Covestor Ltd | 0.02% | Add +252.6% | 469 | $41K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 445 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 435 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.9% | 424 | $38K |
| Torren Management, LLC | 0.02% | — | 430 | $38K |
| Valued Wealth Advisors LLC | 0.01% | No change | 386 | $34K |
| Federated Hermes, Inc. | 0.00% | Add +41.6% | 337 | $30K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.5% | 315 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -3.2% | 328 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 309 | $27K |
| UMB Bank, n.a. | 0.00% | Add +24.6% | 304 | $27K |
| Maseco LLP | 0.00% | New | 299 | $26K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -4.9% | 293 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.5% | 290 | $26K |
| Los Angeles Capital Management LLC | 0.00% | New | 298 | $25K |
| OP Asset Management Ltd | 0.00% | No change | 262 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +17.1% | 260 | $23K |
| Signaturefd, LLC | 0.00% | Add +64.1% | 233 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.6% | 225 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +15.8% | 220 | $19K |
| Arax Advisory Partners | 0.00% | Add +4.0% | 210 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $18K |
| Quarry LP | 0.00% | Reduce -68.3% | 167 | $15K |
| Eastern Bank | 0.00% | New | 152 | $13K |
| Crewe Advisors LLC | 0.00% | Add +14.7% | 148 | $13K |
| Elequin Capital, LP | 0.00% | New | 146 | $13K |
| Private Trust Co. NA | 0.00% | Add +658.8% | 129 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 113 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +1.9% | 106 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +28.4% | 104 | $9K |
| Allworth Financial LP | 0.00% | Add +76.3% | 104 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -5.6% | 101 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.5% | 94 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +21.6% | 90 | $8K |
| Kilter Group LLC | 0.00% | Add +1333.3% | 86 | $8K |
| Optiver Holding B.V. | 0.00% | Reduce -71.2% | 81 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.2% | 82 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 79 | $7K |
| Signature Equity Partners, LLC | 0.00% | — | 77 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +181.5% | 76 | $7K |
| Clearstead Advisors, LLC | 0.00% | Add +23.3% | 74 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 74 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 71 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 62 | $5K |
| CENTRAL TRUST Co | 0.00% | Add +14.9% | 54 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -3.6% | 53 | $5K |
| SouthState Bank Corp | 0.00% | New | 51 | $4K |
| LRI Investments, LLC | 0.00% | No change | 51 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 53 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +29.7% | 48 | $4K |
| High Note Wealth, LLC | 0.00% | Add +140.0% | 48 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $4K |
| Assetmark, Inc. | 0.00% | Add +73.1% | 45 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +30.3% | 43 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +680.0% | 39 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 25 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +17.4% | 27 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 27 | $2K |
| MAI Capital Management | 0.00% | Reduce -69.6% | 24 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 23 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 19 | $2K |
| Essential Partners LLC | 0.00% | Add +41.7% | 17 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $1K |
| Westfuller Advisors, LLC | 0.00% | No change | 17 | $1K |
| Rossby Financial, LCC | 0.00% | Add +77.8% | 16 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +7.1% | 15 | $1K |
| Avion Wealth | 0.00% | New | 12 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 11 | $970 |
| Rialto Wealth Management, LLC | 0.00% | Add +400.0% | 10 | $882 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +28.6% | 9 | $794 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 9 | $793 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $793 |
| Larson Financial Group LLC | 0.00% | Add +125.0% | 9 | $793 |
| Cornerstone Financial Management LLC | 0.00% | — | 8 | $705 |
| Gilpin Wealth Management, LLC | 0.00% | — | 5 | $441 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 5 | $440 |
| Abound Wealth Management | 0.00% | No change | 4 | $353 |
| DV Trading LLC | 0.00% | — | 4 | $353 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $353 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $177 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $176 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $109 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $89 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $88 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.