Merit Medical SystemsMMSI
13F holders, Q1 2026 (March 31)400holders +10
60new positions
50sold out
10famous investors
$68.96avg. 13F price*
At the end of Q1 2026, 400 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 10 from Q4 2025. 60 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($608.9M), Vanguard Portfolio Management LLC ($242.8M) and Vanguard Capital Management LLC ($183.1M). 10 famous investors held it, including Lee Ainslie (0.6% of Maverick Capital's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Merit Medical Systems Inc.
- CUSIP
- 589889104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $97.1M |
| Exits | 50 | $82.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,351,096 shares bought and 7,365,004 shares sold, net −1,013,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| BlackRock, Inc. | 0.01% | Add +1.5% | 8,834,315 | $608.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,523,088 | $242.8M |
| Vanguard Capital Management LLC | 0.00% | — | 2,656,163 | $183.1M |
| State Street Corp. | 0.01% | Add +5.8% | 2,360,982 | $162.7M |
| Conestoga Capital Advisors, LLC | 2.98% | Add +3.9% | 2,167,513 | $149.4M |
| Fuller & Thaler Asset Management, Inc. | 0.49% | Add +1.8% | 2,115,526 | $145.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 1,508,374 | $104.0M |
| Morgan Stanley | 0.01% | Add +10.6% | 1,260,959 | $86.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 1,237,298 | $85.3M |
| Nomura Asset Management International Inc. | 0.14% | Add +4.5% | 1,198,269 | $82.6M |
| Greenhouse Funds LLLP | 3.67% | Add +29.4% | 1,122,447 | $77.4M |
| Citigroup Inc. | 0.05% | Add +0.3% | 1,062,715 | $73.3M |
| Congress Asset Management Co. | 0.51% | Add +20.0% | 1,029,249 | $70.9M |
| FMR LLC | 0.00% | Reduce -43.3% | 1,004,938 | $69.3M |
| Citadel Advisors | 0.05% | Reduce -12.0% | 962,784 | $66.4M |
| Westwood Holdings Group Inc. | 0.48% | Add +14.6% | 946,476 | $65.2M |
| Royal Bank of Canada | 0.01% | Reduce -4.7% | 921,330 | $63.5M |
| William Blair Investment Management, LLC | 0.18% | Reduce -11.1% | 777,494 | $53.6M |
| Point72 Asset Management | 0.09% | Add +70.0% | 741,942 | $51.1M |
| Maverick Capital | 0.57% | Add +46.9% | 714,081 | $49.2M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 681,848 | $47.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 675,449 | $46.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.6% | 654,970 | $45.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -31.7% | 647,794 | $44.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 617,048 | $42.4M |
| Bank of America Corp. | 0.00% | Reduce -20.8% | 580,918 | $40.0M |
| Marshall Wace, LLP | 0.04% | Add +292.1% | 574,436 | $39.6M |
| Nuveen, LLC | 0.01% | Add +13.3% | 546,134 | $37.6M |
| Wells Fargo & Company | 0.01% | Reduce -7.2% | 491,176 | $33.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +49.6% | 448,308 | $30.9M |
| Massachusetts Financial Services Co. | 0.01% | New | 447,451 | $30.8M |
| Frontier Capital Management Co. LLC | 0.31% | Add +97.9% | 430,618 | $29.7M |
| Aberdeen Group plc | 0.05% | Reduce -9.6% | 428,319 | $29.5M |
| Nomura Holdings Inc. | 0.24% | Add +2.5% | 425,305 | $29.3M |
| Oberweis Asset Management Inc./ | 0.86% | Add +57.8% | 424,209 | $29.2M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +31.1% | 420,873 | $29.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 410,660 | $28.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 383,776 | $26.5M |
| Freestone Grove Partners LP | 0.19% | Add +488.7% | 382,865 | $26.4M |
| Aristotle Capital Boston, LLC | 1.62% | Reduce -0.1% | 377,580 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.7% | 376,758 | $25.9M |
| ArrowMark Colorado Holdings LLC | 0.64% | Reduce -23.8% | 348,637 | $24.0M |
| Principal Financial Group Inc. | 0.01% | Add +4.6% | 346,748 | $23.9M |
| UBS Group AG | 0.00% | Reduce -13.9% | 340,626 | $23.5M |
| Balyasny Asset Management L.P. | 0.05% | Add +140.3% | 320,659 | $22.1M |
| Renaissance Technologies | 0.03% | Add +149.0% | 314,212 | $21.7M |
| Fifth Third Bancorp | 0.04% | Add +24625.6% | 313,026 | $21.6M |
| Wellington Management Group LLP | 0.00% | Reduce -77.1% | 303,828 | $20.9M |
| Champlain Investment Partners, LLC | 0.25% | Reduce -20.9% | 290,500 | $20.0M |
| Boston Trust Walden Corp | 0.16% | New | 277,209 | $19.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 264,744 | $18.2M |
| Franklin Resources Inc. | 0.00% | Reduce -37.8% | 259,696 | $17.9M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +27.3% | 259,655 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.6% | 250,938 | $17.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -42.4% | 250,774 | $17.3M |
| Bessemer Group Inc. | 0.03% | Reduce -23.2% | 241,228 | $16.6M |
| Sei Investments Co. | 0.01% | Add +53.2% | 228,544 | $15.8M |
| Public Sector Pension Investment Board | 0.05% | Reduce -33.5% | 216,069 | $14.9M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -2.8% | 205,902 | $14.2M |
| Tidal Investments LLC | 0.04% | Reduce -16.6% | 205,347 | $14.2M |
| Handelsbanken Fonder AB | 0.05% | Reduce -23.6% | 204,909 | $14.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +279.0% | 194,171 | $13.4M |
| Invesco Ltd. | 0.00% | Reduce -63.0% | 182,383 | $12.6M |
| Man Group plc | 0.03% | Add +53.2% | 177,797 | $12.3M |
| PFM Health Sciences, LP | 1.20% | New | 162,469 | $11.2M |
| Curi Capital, LLC | 0.20% | Add +4.8% | 161,121 | $11.1M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 159,537 | $11.0M |
| WINTON GROUP Ltd | 0.38% | Add +14.3% | 158,783 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 155,578 | $10.7M |
| Walleye Capital LLC | 0.07% | Reduce -73.0% | 150,963 | $10.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -15.2% | 140,000 | $9.7M |
| Ranger Investment Management, L.P. | 0.70% | Reduce -31.5% | 139,425 | $9.6M |
| EULAV Asset Management | 0.30% | Reduce -12.7% | 138,000 | $9.5M |
| Legal & General Group Plc | 0.00% | Reduce -9.6% | 136,678 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -32.1% | 134,156 | $9.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +65.3% | 124,328 | $8.6M |
| Renaissance Group LLC | 0.35% | Add +32.6% | 122,551 | $8.4M |
| Swiss National Bank | 0.00% | Add +0.3% | 117,200 | $8.1M |
| American Capital Management Inc. | 0.43% | Add +24.4% | 115,775 | $8.0M |
| Amundi | 0.00% | Add +2.8% | 112,099 | $7.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -70.8% | 111,067 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.3% | 106,452 | $7.3M |
| Impax Asset Management Group plc | 0.05% | No change | 100,000 | $6.9M |
| California Public Employees Retirement System | 0.00% | Reduce -20.9% | 93,450 | $6.4M |
| Trillium Asset Management, LLC | 0.20% | Reduce -9.3% | 79,606 | $6.0M |
| Edgestream Partners, L.P. | 0.20% | Add +96.7% | 87,471 | $6.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Add +2.7% | 86,656 | $6.0M |
| Deutsche Bank AG | 0.00% | Add +6.7% | 86,634 | $6.0M |
| American Century Companies Inc. | 0.00% | Add +769.5% | 85,661 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.8% | 63,994 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Add +13.6% | 76,563 | $5.3M |
| Jump Financial, LLC | 0.09% | New | 76,500 | $5.3M |
| Creative Planning | 0.00% | Add +57.5% | 75,121 | $5.2M |
| Trexquant Investment LP | 0.04% | Add +19.4% | 72,319 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.6% | 70,884 | $4.9M |
| California State Teachers Retirement System | 0.01% | Add +23.1% | 69,505 | $4.8M |
| Campbell & CO Investment Adviser LLC | 0.27% | Add +8.9% | 68,415 | $4.7M |
| King Luther Capital Management Corp. | 0.02% | Reduce -1.0% | 67,363 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +394.8% | 66,942 | $4.6M |
| Brevan Howard Capital Management LP | 0.04% | Add +538.6% | 61,423 | $4.2M |
| Barclays PLC | 0.00% | Reduce -35.0% | 61,260 | $4.2M |
| Tudor Investment Corporation | 0.02% | New | 60,679 | $4.2M |
| Prudential Financial Inc. | 0.01% | Add +9.1% | 60,456 | $4.2M |
| Panagora Asset Management Inc. | 0.01% | Add +1.7% | 55,847 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.2% | 55,491 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 52,584 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.9% | 49,143 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -93.3% | 48,932 | $3.4M |
| Thrive Capital Management, LLC | 0.73% | Add +17.9% | 48,230 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.7% | 47,136 | $3.2M |
| Capital Fund Management S.A. | 0.03% | Add +114.1% | 46,304 | $3.2M |
| Millennium Management | 0.00% | Add +72.7% | 45,355 | $3.1M |
| Peak Retirement Planning, Inc. | 0.62% | Add +39.0% | 45,143 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -22.4% | 45,105 | $3.1M |
| Martin & Co. Inc. | 0.53% | Add +1.4% | 45,057 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +11.0% | 45,053 | $3.1M |
| Axiom Investors LLC | 0.03% | Reduce -64.6% | 44,145 | $3.0M |
| CI Investments Inc. | 0.01% | Add +6.3% | 43,614 | $3.0M |
| Emerald Investment Advisers, LLC | 0.26% | — | 42,464 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 42,347 | $2.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +15.9% | 41,661 | $2.9M |
| Martingale Asset Management L P | 0.07% | Add +81.6% | 38,535 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +479.1% | 35,907 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -13.7% | 34,751 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.5% | 33,916 | $2.3M |
| XTX Topco Ltd | 0.04% | New | 33,657 | $2.3M |
| Federated Hermes, Inc. | 0.00% | Add +9807.4% | 33,388 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.3% | 33,206 | $2.3M |
| Engineers Gate Manager LP | 0.03% | Add +27.9% | 32,160 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 32,040 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 30,930 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.0% | 29,272 | $2.0M |
| Allstate Corp. | 0.02% | New | 28,597 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -35.8% | 28,193 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.4% | 27,805 | $1.9M |
| Janus Henderson Group PLC | 0.00% | No change | 27,531 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.2% | 27,480 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | New | 26,739 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.3% | 26,300 | $1.8M |
| Riverwater Partners LLC | 0.59% | Add +4.7% | 25,891 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -94.7% | 25,453 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.9% | 24,990 | $1.7M |
| Diversified Trust Co. | 0.03% | Add +9.5% | 24,733 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 23,808 | $1.6M |
| Intech Investment Management LLC | 0.02% | Reduce -15.3% | 23,588 | $1.6M |
| Squarepoint Ops LLC | 0.00% | New | 23,438 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +66.9% | 23,305 | $1.6M |
| HRT Financial LP | 0.00% | New | 23,292 | $1.6M |
| Zions Bancorporation, National Association | 0.10% | Reduce -39.1% | 23,234 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -10.5% | 23,099 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -30.8% | 22,646 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.3% | 22,421 | $1.5M |
| Boothbay Fund Management, LLC | 0.04% | Add +2.2% | 22,083 | $1.5M |
| Ami Asset Management Corp. | 0.10% | Add +0.8% | 21,818 | $1.5M |
| Dark Forest Capital Management LP | 0.13% | New | 21,594 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 20,037 | $1.4M |
| Algert Global LLC | 0.02% | No change | 19,440 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -18.7% | 19,389 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -24.4% | 19,136 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +6.3% | 18,802 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +7.2% | 18,621 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +9.0% | 18,547 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +200.3% | 17,612 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +17.3% | 17,545 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 17,016 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.8% | 16,285 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.4% | 16,262 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,050 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 15,906 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 15,333 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 15,264 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +380.3% | 15,159 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -45.3% | 15,014 | $1.0M |
| Mountain Pacific Investment Advisers LLC | 0.18% | Add +8.8% | 14,981 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 14,662 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Reduce -16.1% | 14,519 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.6% | 13,649 | $941K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 13,562 | $935K |
| Capstone Investment Advisors, LLC | 0.01% | New | 13,110 | $904K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.0% | 13,100 | $903K |
| Aquatic Capital Management LLC | 0.03% | New | 12,643 | $871K |
| Blair William & Co. | 0.00% | Reduce -1.0% | 12,059 | $831K |
| Mirabella Financial Services LLP | 0.08% | New | 11,906 | $821K |
| Holocene Advisors, LP | 0.00% | Reduce -3.9% | 11,825 | $815K |
| Gibbs Wealth Management | 0.11% | Add +67.0% | 11,602 | $800K |
| Karras Company, Inc. | 0.81% | No change | 11,525 | $794K |
| Advisory Services Network, LLC | 0.01% | New | 11,496 | $792K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.0% | 11,341 | $782K |
| Atria Investments, Inc | 0.01% | Add +33.7% | 10,841 | $747K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -75.1% | 10,751 | $734K |
| Callan Family Office, LLC | 0.02% | Reduce -2.9% | 10,626 | $732K |
| Kennedy Capital Management LLC | 0.02% | Reduce -4.2% | 10,384 | $716K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -69.1% | 10,230 | $705K |
| Benjamin Edwards Inc. | 0.01% | Add +16.4% | 10,152 | $700K |
| South Dakota Investment Council | 0.01% | No change | 10,006 | $690K |
| Winnacle Wealth LLC | 0.53% | Reduce -5.4% | 9,878 | $681K |
| Quantbot Technologies LP | 0.03% | New | 9,860 | $680K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.3% | 9,710 | $669K |
| FORA Capital, LLC | 0.05% | Add +203.8% | 9,266 | $638K |
| Park Avenue Securities LLC | 0.01% | Add +8.2% | 9,257 | $638K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 9,109 | $628K |
| Brookstone Capital Management | 0.01% | Add +22.8% | 9,096 | $627K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -0.8% | 8,628 | $595K |
| Talon Private Wealth, LLC | 0.08% | — | 8,597 | $593K |
| Vestcor Inc | 0.02% | Add +79.0% | 8,533 | $588K |
| Vident Advisory, LLC | 0.01% | New | 8,464 | $583K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.1% | 8,388 | $578K |
| Vise Technologies, Inc. | 0.01% | No change | 6,245 | $550K |
| Occudo Quantitative Strategies LP | 0.03% | Add +118.3% | 7,965 | $543K |
| MOKAN Wealth Management Inc. | 0.24% | Add +143.5% | 7,844 | $541K |
| Toronto Dominion Bank | 0.00% | New | 7,791 | $537K |
| Ascentis Independent Advisors | 0.04% | New | 7,336 | $506K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +97.6% | 7,279 | $502K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -50.3% | 7,200 | $496K |
| Guidance Capital, Inc. | 0.11% | New | 8,168 | $494K |
| Inceptionr LLC | 0.12% | New | 7,093 | $489K |
| Teacher Retirement System of Texas | 0.00% | Reduce -31.7% | 6,986 | $482K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 6,785 | $468K |
| Smith Group Asset Management, LLC | 0.02% | Add +8.2% | 6,415 | $442K |
| Gotham Asset Management | 0.00% | New | 6,345 | $437K |
| Keebeck Wealth Management | 0.05% | Add +17.9% | 6,302 | $434K |
| Evergreen Capital Management LLC | 0.01% | Add +21.1% | 6,191 | $427K |
| Swiss Life Asset Management Ltd | 0.00% | Add +24.2% | 6,159 | $425K |
| Centiva Capital, LP | 0.02% | New | 5,925 | $408K |
| Virtus Advisers, LLC | 0.19% | No change | 5,913 | $408K |
| Whalen Wealth Management Inc. | 0.22% | Add +3.8% | 5,864 | $404K |
| Voleon Capital Management LP | 0.01% | New | 5,765 | $397K |
| CWC Advisors, LLC. | 0.19% | Reduce -1.7% | 5,740 | $396K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,690 | $392K |
| Captrust Financial Advisors | 0.00% | Add +12.0% | 5,609 | $387K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,590 | $385K |
| Xponance LLC | 0.00% | Add +18.9% | 5,582 | $385K |
| Neuberger Berman Group LLC | 0.00% | Add +25.2% | 5,551 | $383K |
| 1832 Asset Management L.P. | 0.00% | New | 5,510 | $380K |
| Bridgewater Associates | 0.00% | New | 5,507 | $380K |
| Portside Wealth Group, LLC | 0.05% | Reduce -4.4% | 5,454 | $376K |
| Quadrature Capital Ltd | 0.00% | New | 5,394 | $372K |
| Cerity Partners LLC | 0.00% | Add +63.9% | 5,206 | $359K |
| Entropy Technologies, LP | 0.02% | New | 5,132 | $354K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,125 | $353K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.6% | 5,103 | $352K |
| DRW Securities, LLC | 0.02% | New | 5,103 | $352K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,074 | $350K |
| Gsa Capital Partners LLP | 0.02% | New | 4,932 | $340K |
| Quadrant Capital Group LLC | 0.01% | Reduce -18.0% | 4,909 | $338K |
| Jackson Creek Investment Advisors LLC | 0.10% | Reduce -0.2% | 4,809 | $331K |
| Oakmont Advisory Group, LLC | 0.34% | Add +20.1% | 4,775 | $329K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,749 | $327K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.8% | 4,720 | $322K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +40.5% | 4,609 | $318K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.9% | 4,593 | $317K |
| Scientech Research LLC | 0.26% | New | 4,479 | $309K |
| Sowell Financial Services LLC | 0.01% | Add +0.8% | 4,479 | $309K |
| Armistice Capital, LLC | 0.01% | Reduce -7.3% | 4,448 | $307K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 4,435 | $306K |
| Lido Advisors, LLC | 0.00% | Add +13.7% | 4,360 | $301K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 4,355 | $300K |
| Ethic Inc. | 0.00% | Reduce -0.3% | 4,310 | $297K |
| Acadian Asset Management LLC | 0.00% | Add +563.8% | 4,295 | $295K |
| Wedbush Securities Inc. | 0.01% | Add +5.4% | 4,197 | $289K |
| BAM Wealth Management, LLC | 0.22% | Add +11.4% | 4,176 | $288K |
| nVerses Capital, LLC | 0.25% | New | 4,027 | $278K |
| Brucke Financial, Inc. | 0.13% | New | 3,858 | $266K |
| Hohimer Wealth Management, LLC | 0.03% | Add +42.3% | 3,724 | $257K |
| Angeles Wealth Management, LLC | 0.01% | Add +51.3% | 3,709 | $256K |
| DNB Asset Management AS | 0.00% | New | 3,672 | $253K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -15.7% | 3,668 | $253K |
| Headlands Technologies LLC | 0.03% | Reduce -1.6% | 3,641 | $251K |
| Principal Securities, Inc. | 0.00% | Reduce -3.8% | 3,454 | $238K |
| Old National Bancorp | 0.00% | New | 3,440 | $237K |
| Significant Wealth Partners LLC | 0.29% | Add +10.4% | 3,364 | $232K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,344 | $231K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 3,340 | $230K |
| Personal Cfo Solutions, LLC | 0.03% | Add +10.6% | 3,290 | $227K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.7% | 3,276 | $226K |
| Graetz Wealth LLC | 0.20% | Add +19.5% | 3,240 | $223K |
| &partners | 0.00% | New | 3,225 | $223K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,235 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.8% | 3,281 | $222K |
| Norden Group LLC | 0.02% | Reduce -2.5% | 3,207 | $221K |
| Marco Investment Management LLC | 0.02% | Add +25.6% | 3,140 | $216K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +19.5% | 3,108 | $214K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 3,080 | $212K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 3,000 | $207K |
| STRS Ohio | 0.00% | Reduce -36.4% | 2,800 | $193K |
| Central Pacific Bank - Trust Division | 0.03% | Add +21.9% | 2,727 | $188K |
| Hilltop National Bank | 0.04% | Add +27.5% | 2,702 | $186K |
| Jones Financial Companies LLLP | 0.00% | Add +2358.5% | 2,606 | $179K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.7% | 2,250 | $155K |
| Cwm, LLC | 0.00% | Add +5.5% | 2,219 | $153K |
| MeadowBrook Investment Advisors LLC | 0.12% | Reduce -31.1% | 2,000 | $138K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | No change | 2,000 | $137K |
| Blue Trust, Inc. | 0.00% | Reduce -3.4% | 1,791 | $123K |
| State of Wyoming | 0.01% | Reduce -1.4% | 1,731 | $119K |
| KBC Group NV | 0.00% | No change | 1,668 | $115K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.6% | 1,665 | $115K |
| Pacer Advisors, Inc. | 0.00% | Add +41.1% | 1,640 | $113K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.2% | 1,551 | $107K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,434 | $99K |
| Palouse Capital Management, Inc. | 0.06% | Add +29.8% | 1,315 | $91K |
| Globeflex Capital L P | 0.01% | No change | 1,257 | $87K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.8% | 1,253 | $86K |
| Bayforest Capital Ltd | 0.09% | Reduce -52.4% | 1,206 | $83K |
| Horizon Investments, LLC | 0.00% | Reduce -84.7% | 1,107 | $76K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,107 | $76K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,000 | $69K |
| GAMMA Investing LLC | 0.00% | Reduce -29.9% | 969 | $67K |
| Huntington National Bank | 0.00% | Add +4.5% | 760 | $52K |
| Signaturefd, LLC | 0.00% | Add +219.3% | 744 | $51K |
| National Bank of Canada | 0.00% | Reduce -4.4% | 731 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -60.3% | 706 | $48K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -27.7% | 677 | $47K |
| First Horizon Corp. | 0.00% | Reduce -43.0% | 637 | $44K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $41K |
| Parallel Advisors, LLC | 0.00% | Add +16.2% | 517 | $36K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -65.7% | 438 | $30K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 429 | $30K |
| Valued Wealth Advisors LLC | 0.01% | No change | 386 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 370 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Add +37.7% | 358 | $25K |
| IFP Advisors, Inc | 0.00% | Add +2.7% | 337 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.8% | 327 | $22K |
| V-Square Quantitative Management LLC | 0.00% | New | 322 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +45.5% | 320 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $21K |
| Covestor Ltd | 0.01% | Reduce -36.7% | 297 | $21K |
| Los Angeles Capital Management LLC | 0.00% | No change | 298 | $21K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 293 | $20K |
| Versant Capital Management, Inc | 0.00% | Add +271.1% | 282 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.0% | 238 | $16K |
| Crewe Advisors LLC | 0.00% | Add +54.0% | 228 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 215 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.0% | 202 | $14K |
| Assetmark, Inc. | 0.00% | Add +328.9% | 193 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +87.8% | 169 | $12K |
| Kilter Group LLC | 0.01% | Add +94.2% | 167 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +75.5% | 165 | $11K |
| Whittier Trust Co. | 0.00% | New | 155 | $11K |
| Eastern Bank | 0.00% | No change | 152 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +137.1% | 147 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +69.5% | 139 | $10K |
| Mather Group, Llc. | 0.00% | New | 138 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -68.9% | 132 | $9K |
| Private Trust Co. NA | 0.00% | No change | 129 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +4.4% | 118 | $8K |
| Allworth Financial LP | 0.00% | Add +4.8% | 109 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 107 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -65.5% | 105 | $7K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 79 | $5K |
| Signature Equity Partners, LLC | 0.00% | No change | 77 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 76 | $5K |
| Rothschild Investment LLC | 0.00% | Add +13.2% | 60 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -42.6% | 58 | $4K |
| Elequin Capital, LP | 0.00% | Reduce -62.3% | 55 | $4K |
| Arax Advisory Partners | 0.00% | No change | 210 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 54 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 51 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 50 | $3K |
| LRI Investments, LLC | 0.00% | Reduce -2.0% | 50 | $3K |
| Rossby Financial, LCC | 0.00% | Add +200.0% | 48 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.0% | 46 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $3K |
| MAI Capital Management | 0.00% | Add +62.5% | 39 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -65.4% | 36 | $2K |
| Quarry LP | 0.00% | Reduce -79.0% | 35 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 27 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 27 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 24 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 24 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 23 | $2K |
| CVA Family Office, LLC | 0.00% | New | 20 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -66.7% | 16 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Add +87.5% | 15 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -13.3% | 13 | $896 |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $828 |
| Marquette Asset Management, LLC | 0.00% | New | 12 | $828 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -69.2% | 12 | $828 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +22.2% | 11 | $759 |
| Torren Management, LLC | 0.00% | Reduce -97.7% | 10 | $689 |
| Whipplewood Advisors, LLC | 0.00% | New | 9 | $620 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $620 |
| Westfuller Advisors, LLC | 0.00% | Reduce -47.1% | 9 | $610 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 8 | $552 |
| Essential Partners LLC | 0.00% | Reduce -52.9% | 8 | $551 |
| Sound Income Strategies, LLC | 0.00% | Reduce -84.9% | 8 | $546 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $414 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $345 |
| Investors Portfolio Services LLC | 0.00% | New | 5 | $313 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $207 |
| SBI Securities Co., Ltd. | 0.00% | Add +200.0% | 3 | $207 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $207 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -66.7% | 3 | $207 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -40.0% | 3 | $206 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $85 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $69 |
| Truvestments Capital LLC | 0.00% | New | 1 | $69 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $69 |
"% of holder's portfolio" is MMSI's weight in each manager's 13F, not the share of Merit Medical Systems Inc. the manager owns.