Merit Medical SystemsMMSI
13F holders, Q2 2026 (June 30)405holders +5
61new positions
56sold out
7famous investors
$69.36avg. 13F price*
At the end of Q2 2026, 405 institutions reported holding Merit Medical Systems Inc. (MMSI) in their 13F filings, up 5 from Q1 2026. 61 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($656.3M), Vanguard Portfolio Management LLC ($240.9M) and Vanguard Capital Management LLC ($179.6M). 7 famous investors held it, including Lee Ainslie (0.6% of Maverick Capital's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $98.2M |
| Exits | 56 | $73.2M |
All 13F filers, Q1 2026 → Q2 2026: 8,049,975 shares bought and 5,657,558 shares sold, net +2,392,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| BlackRock, Inc. | 0.01% | Add +7.1% | 9,464,542 | $656.3M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -1.4% | 3,473,833 | $240.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.5% | 2,590,454 | $179.6M |
| State Street Corp. | 0.01% | Add +4.8% | 2,474,512 | $171.6M |
| Conestoga Capital Advisors, LLC | 2.99% | Reduce -8.7% | 1,979,790 | $137.3M |
| Geode Capital Management, LLC | 0.01% | Add +7.8% | 1,625,950 | $112.8M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Reduce -23.8% | 1,613,002 | $111.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +17.9% | 1,458,823 | $101.2M |
| Nomura Asset Management International Inc. | 0.13% | Add +6.8% | 1,279,152 | $88.7M |
| Congress Asset Management Co. | 0.51% | Add +15.1% | 1,184,337 | $82.1M |
| William Blair Investment Management, LLC | 0.24% | Add +46.3% | 1,137,790 | $78.9M |
| Greenhouse Funds LLLP | 3.91% | Reduce -4.5% | 1,072,098 | $74.3M |
| Citigroup Inc. | 0.03% | Reduce -3.8% | 1,022,497 | $70.9M |
| FMR LLC | 0.00% | Add +0.8% | 1,012,810 | $70.2M |
| Westwood Holdings Group Inc. | 0.53% | Add +6.9% | 1,011,377 | $70.1M |
| Morgan Stanley | 0.00% | Reduce -20.1% | 1,006,891 | $69.8M |
| Neuberger Berman Group LLC | 0.05% | Add +17953.8% | 1,002,168 | $69.5M |
| Maverick Capital | 0.61% | Add +37.0% | 978,617 | $67.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +46.4% | 958,736 | $66.5M |
| Citadel Advisors | 0.04% | Reduce -5.5% | 909,863 | $63.1M |
| Royal Bank of Canada | 0.01% | Reduce -10.2% | 826,944 | $57.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.1% | 743,937 | $51.6M |
| Norges Bank | 0.00% | — | 711,160 | $49.3M |
| Northern Trust Corp. | 0.01% | Add +4.0% | 709,267 | $49.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +51.8% | 679,195 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 644,037 | $45.3M |
| Nuveen, LLC | 0.01% | Add +8.9% | 594,794 | $41.2M |
| Irenic Capital Management LP | 2.71% | New | 542,589 | $37.6M |
| Aberdeen Group plc | 0.05% | Add +25.6% | 538,196 | $37.3M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 534,412 | $37.1M |
| Wells Fargo & Company | 0.01% | Add +6.6% | 523,502 | $36.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.6% | 508,223 | $35.2M |
| UBS Group AG | 0.01% | Add +45.5% | 495,598 | $34.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +8.1% | 484,435 | $33.6M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +13.1% | 476,148 | $33.0M |
| Oberweis Asset Management Inc./ | 0.68% | Add +11.6% | 473,409 | $32.8M |
| Boston Trust Walden Corp | 0.25% | Add +70.6% | 472,856 | $32.8M |
| Frontier Capital Management Co. LLC | 0.30% | Add +8.8% | 468,540 | $32.5M |
| AQR Capital Management | 0.01% | Add +1757.5% | 464,201 | $32.2M |
| Nomura Holdings Inc. | 0.13% | Add +3.6% | 440,736 | $30.6M |
| Two Sigma Investments, LP | 0.02% | Add +291.4% | 434,687 | $30.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 410,578 | $28.5M |
| Champlain Investment Partners, LLC | 0.72% | Add +39.0% | 403,922 | $28.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -3.2% | 397,613 | $27.6M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 350,627 | $24.3M |
| Marshall Wace, LLP | 0.02% | Reduce -39.2% | 349,216 | $24.2M |
| Aristotle Capital Boston, LLC | 1.47% | Reduce -16.2% | 316,536 | $21.9M |
| Sei Investments Co. | 0.02% | Add +29.8% | 296,546 | $20.6M |
| Fifth Third Bancorp | 0.03% | Reduce -5.3% | 296,465 | $20.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 281,386 | $19.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 276,817 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.6% | 269,209 | $18.7M |
| MetLife Investment Management, LLC | 0.08% | Add +703.3% | 257,369 | $17.8M |
| SG Capital Management LLC | 1.53% | New | 243,504 | $16.9M |
| J. Goldman & Co LP | 0.59% | New | 242,787 | $16.8M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -7.9% | 239,197 | $16.6M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.3% | 208,889 | $14.5M |
| Handelsbanken Fonder AB | 0.04% | Reduce -0.6% | 203,775 | $14.1M |
| Point72 Asset Management | 0.02% | Reduce -72.5% | 203,739 | $14.1M |
| PFM Health Sciences, LP | 1.19% | Add +21.3% | 197,038 | $13.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -21.7% | 196,374 | $13.6M |
| D. E. Shaw & Co. | 0.01% | Add +41.4% | 189,664 | $13.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +49.9% | 186,372 | $12.9M |
| Invesco Ltd. | 0.00% | Add +2.1% | 186,167 | $12.9M |
| Walleye Capital LLC | 0.07% | Add +19.7% | 180,680 | $12.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.8% | 173,854 | $12.1M |
| Man Group plc | 0.02% | Reduce -3.3% | 171,950 | $11.9M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -49.5% | 161,785 | $11.2M |
| Tidal Investments LLC | 0.03% | Reduce -22.0% | 160,234 | $11.1M |
| WINTON GROUP Ltd | 0.33% | Reduce -7.0% | 147,589 | $10.2M |
| Creative Planning | 0.01% | Add +95.6% | 146,939 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -8.5% | 145,921 | $10.1M |
| Wellington Management Group LLP | 0.00% | Reduce -52.9% | 143,037 | $9.9M |
| Curi Capital, LLC | 0.15% | Reduce -13.0% | 140,181 | $9.7M |
| EULAV Asset Management | 0.31% | No change | 138,000 | $9.6M |
| Osaic Holdings, Inc. | 0.01% | Add +28.9% | 137,231 | $9.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 136,606 | $9.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -34.3% | 135,381 | $9.4M |
| Ranger Investment Management, L.P. | 0.57% | Reduce -6.4% | 130,447 | $9.0M |
| Renaissance Technologies | 0.01% | Reduce -60.1% | 125,412 | $8.7M |
| Amundi | 0.00% | Add +11.3% | 124,789 | $8.7M |
| Renaissance Group LLC | 0.34% | Reduce -1.1% | 121,170 | $8.4M |
| Swiss National Bank | 0.00% | Add +2.1% | 119,700 | $8.3M |
| American Capital Management Inc. | 0.33% | Reduce -9.3% | 104,967 | $7.3M |
| Impax Asset Management Group plc | 0.04% | Reduce -2.4% | 97,558 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +10.0% | 95,334 | $6.6M |
| California Public Employees Retirement System | 0.00% | Add +0.8% | 94,172 | $6.5M |
| American Century Companies Inc. | 0.00% | Add +7.9% | 92,422 | $6.4M |
| Panagora Asset Management Inc. | 0.02% | Add +61.3% | 90,055 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 88,247 | $6.1M |
| Trillium Asset Management, LLC | 0.19% | Add +10.6% | 88,038 | $6.1M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -1.6% | 85,282 | $5.9M |
| King Luther Capital Management Corp. | 0.02% | Add +23.5% | 83,198 | $5.8M |
| Seizert Capital Partners, LLC | 0.23% | Add +197.2% | 79,476 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Add +10.7% | 78,446 | $5.4M |
| Peak Retirement Planning, Inc. | 0.81% | Add +63.9% | 74,008 | $5.1M |
| Barclays PLC | 0.00% | Add +17.4% | 71,908 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +10.8% | 70,911 | $4.9M |
| Thrive Capital Management, LLC | 0.91% | Add +43.8% | 69,350 | $4.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 67,525 | $4.7M |
| Bessemer Group Inc. | 0.01% | Reduce -72.6% | 65,993 | $4.6M |
| Martin & Co. Inc. | 0.71% | Add +45.7% | 65,628 | $4.6M |
| Holocene Advisors, LP | 0.01% | Add +453.1% | 65,406 | $4.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.6% | 64,389 | $4.5M |
| Dark Forest Capital Management LP | 0.29% | Add +196.6% | 64,052 | $4.4M |
| Prudential Financial Inc. | 0.00% | Add +1.2% | 61,196 | $4.2M |
| Brevan Howard Capital Management LP | 0.06% | Reduce -1.3% | 60,600 | $4.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +10.7% | 58,224 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.8% | 52,819 | $3.7M |
| Capital Fund Management S.A. | 0.03% | Add +11.8% | 51,769 | $3.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 49,081 | $3.4M |
| Martingale Asset Management L P | 0.08% | Add +27.3% | 49,063 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 48,530 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.0% | 48,161 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.3% | 44,719 | $3.1M |
| Trexquant Investment LP | 0.02% | Reduce -38.9% | 44,155 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 44,119 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -43.1% | 43,561 | $3.0M |
| Federated Hermes, Inc. | 0.00% | Add +28.8% | 43,010 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.9% | 42,940 | $3.0M |
| Algert Global LLC | 0.04% | Add +119.7% | 42,710 | $3.0M |
| Jump Financial, LLC | 0.03% | Reduce -45.4% | 41,766 | $2.9M |
| CI Investments Inc. | 0.01% | Reduce -14.6% | 37,240 | $2.6M |
| Bridgewater Associates | 0.01% | Add +541.6% | 35,333 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 34,253 | $2.4M |
| MML Investors Services, LLC | 0.00% | Add +42.1% | 32,175 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 31,279 | $2.2M |
| Diversified Trust Co. | 0.03% | Add +22.4% | 30,285 | $2.1M |
| Atom Investors LP | 0.19% | New | 30,284 | $2.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -11.3% | 29,464 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -15.5% | 29,366 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.14% | Add +25.0% | 28,877 | $2.0M |
| Mariner, LLC | 0.00% | New | 28,538 | $2.0M |
| CreativeOne Wealth, LLC | 0.04% | Add +59.7% | 28,015 | $1.9M |
| Boothbay Fund Management, LLC | 0.04% | Add +26.6% | 27,950 | $1.9M |
| Jupiter Topco LLC | 0.00% | — | 27,531 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Add +17.1% | 27,458 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +384.7% | 27,185 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +5.4% | 26,818 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.8% | 26,725 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.3% | 26,613 | $1.8M |
| Riverwater Partners LLC | 0.54% | Add +1.6% | 26,292 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.8% | 26,100 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.9% | 25,753 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.9% | 24,849 | $1.7M |
| Gradient Investments LLC | 0.02% | New | 23,890 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.3% | 23,028 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +20.1% | 22,590 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -37.4% | 22,485 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +8.1% | 21,666 | $1.5M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.04% | New | 21,549 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -52.6% | 21,380 | $1.5M |
| Mountain Pacific Investment Advisers LLC | 0.22% | Add +34.5% | 20,149 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +6.6% | 19,854 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.9% | 19,646 | $1.4M |
| Capstone Investment Advisors, LLC | 0.01% | Add +49.6% | 19,611 | $1.4M |
| Horizon Investments, LLC | 0.01% | Add +1638.1% | 19,241 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +20.5% | 18,398 | $1.3M |
| Ieq Capital, LLC | 0.01% | New | 18,386 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -5.5% | 18,319 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -22.4% | 18,314 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +243.1% | 17,863 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | Reduce -4.1% | 17,791 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -93.2% | 17,666 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +11.0% | 17,650 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Reduce -80.9% | 16,718 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +165.3% | 16,567 | $1.1M |
| Freestone Grove Partners LP | 0.01% | Reduce -95.7% | 16,554 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 16,459 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Add +164.1% | 16,353 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -14.8% | 16,301 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.3% | 16,220 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,050 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -5.8% | 16,026 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 15,333 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 15,157 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +4.3% | 15,141 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +102.8% | 14,760 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +109.6% | 14,645 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +311.3% | 13,496 | $991K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.5% | 14,146 | $981K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.6% | 14,100 | $978K |
| Atria Investments, Inc | 0.01% | Add +27.3% | 13,796 | $957K |
| Blair William & Co. | 0.00% | Add +14.0% | 13,744 | $953K |
| Acadian Asset Management LLC | 0.00% | Add +220.4% | 13,762 | $952K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 13,516 | $937K |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.9% | 12,603 | $874K |
| Zions Bancorporation, National Association | 0.05% | Reduce -47.5% | 12,195 | $846K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.8% | 12,009 | $833K |
| Brookstone Capital Management | 0.01% | Add +29.7% | 11,800 | $818K |
| Quantinno Capital Management LP | 0.00% | Reduce -33.0% | 11,798 | $818K |
| Talon Private Wealth, LLC | 0.10% | Add +36.4% | 11,727 | $813K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.2% | 11,123 | $771K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.5% | 10,846 | $752K |
| Benjamin Edwards Inc. | 0.01% | Add +6.0% | 10,761 | $746K |
| Park Avenue Securities LLC | 0.00% | Add +10.6% | 10,234 | $710K |
| South Dakota Investment Council | 0.01% | Reduce -1.0% | 9,906 | $687K |
| Jones Financial Companies LLLP | 0.00% | Add +265.0% | 9,511 | $682K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,710 | $673K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,700 | $673K |
| Engineers Gate Manager LP | 0.01% | Reduce -70.6% | 9,459 | $656K |
| Winnacle Wealth LLC | 0.44% | Reduce -5.0% | 9,388 | $651K |
| QRG Capital Management, Inc. | 0.01% | Add +10.9% | 9,305 | $645K |
| Guidance Capital, Inc. | 0.14% | Add +4.1% | 8,503 | $642K |
| M&T Bank Corp | 0.00% | New | 8,993 | $624K |
| Vident Advisory, LLC | 0.00% | Add +5.0% | 8,887 | $616K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.9% | 8,708 | $604K |
| ProShare Advisors LLC | 0.00% | Reduce -6.3% | 8,533 | $592K |
| Whalen Wealth Management Inc. | 0.26% | Add +40.5% | 8,238 | $571K |
| Portside Wealth Group, LLC | 0.07% | Add +48.1% | 8,079 | $560K |
| Karras Company, Inc. | 0.50% | Reduce -31.0% | 7,950 | $551K |
| Voleon Capital Management LP | 0.01% | Add +37.5% | 7,928 | $550K |
| Mirabella Financial Services LLP | 0.05% | Reduce -38.5% | 7,319 | $507K |
| Abel Hall, LLC | 0.09% | New | 7,260 | $503K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 6,832 | $474K |
| Virtus Advisers, LLC | 0.18% | Add +13.6% | 6,718 | $466K |
| Swiss Life Asset Management Ltd | 0.00% | Add +8.6% | 6,687 | $464K |
| SageView Advisory Group, LLC | 0.01% | Add +28.2% | 6,544 | $454K |
| BAM Wealth Management, LLC | 0.28% | Add +56.6% | 6,541 | $454K |
| Smith Group Asset Management, LLC | 0.02% | Add +1.2% | 6,492 | $450K |
| Quadrant Capital Group LLC | 0.01% | Add +32.1% | 6,487 | $450K |
| Bridgefront Capital, LLC | 0.12% | New | 6,473 | $449K |
| Xponance LLC | 0.00% | Add +8.6% | 6,061 | $420K |
| HighTower Advisors, LLC | 0.00% | Reduce -60.2% | 5,982 | $415K |
| HSBC Holdings PLC | 0.00% | New | 5,983 | $414K |
| Oakmont Advisory Group, LLC | 0.33% | Add +20.3% | 5,743 | $398K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,690 | $395K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -22.2% | 5,600 | $388K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,590 | $388K |
| CWC Advisors, LLC. | 0.17% | Reduce -4.5% | 5,484 | $380K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +14.4% | 5,431 | $377K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +5.8% | 5,425 | $376K |
| Focus Partners Wealth | 0.00% | New | 5,329 | $370K |
| Magnetar Financial LLC | 0.00% | New | 5,286 | $367K |
| Merit Financial Group, LLC | 0.00% | New | 5,240 | $363K |
| Lido Advisors, LLC | 0.00% | Add +17.0% | 5,101 | $354K |
| Independent Financial Group, LLC | 0.01% | New | 5,021 | $348K |
| Callan Family Office, LLC | 0.01% | Reduce -53.7% | 4,918 | $341K |
| Empowered Funds, LLC | 0.00% | New | 4,690 | $325K |
| Ethic Inc. | 0.00% | Add +8.2% | 4,662 | $323K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -8.4% | 4,646 | $322K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.1% | 4,617 | $320K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,593 | $318K |
| TradeLink Capital LLC | 3.04% | New | 4,463 | $309K |
| Keebeck Wealth Management | 0.03% | Reduce -29.4% | 4,451 | $309K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.1% | 4,430 | $307K |
| Old National Bancorp | 0.01% | Add +23.4% | 4,245 | $294K |
| Brucke Financial, Inc. | 0.13% | Add +9.6% | 4,228 | $293K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 4,200 | $291K |
| SG Americas Securities, LLC | 0.00% | Reduce -63.8% | 4,104 | $285K |
| Ensign Peak Advisors, Inc | 0.00% | Add +22.4% | 4,094 | $284K |
| Corient Private Wealth LP | 0.00% | Reduce -73.1% | 4,081 | $283K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,066 | $282K |
| Pure Financial Advisors, LLC | 0.00% | New | 4,062 | $282K |
| Weiss Asset Management LP | 0.00% | New | 4,012 | $278K |
| &partners | 0.00% | Add +23.1% | 3,969 | $275K |
| Brighton Jones LLC | 0.01% | New | 3,957 | $274K |
| Graetz Wealth LLC | 0.22% | Add +21.2% | 3,927 | $272K |
| Norden Group LLC | 0.02% | Add +17.4% | 3,765 | $261K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.4% | 3,739 | $259K |
| DNB Asset Management AS | 0.00% | No change | 3,672 | $255K |
| Vestcor Inc | 0.01% | Reduce -58.1% | 3,575 | $248K |
| Principal Securities, Inc. | 0.00% | Add +3.2% | 3,566 | $247K |
| Significant Wealth Partners LLC | 0.27% | Add +5.0% | 3,534 | $245K |
| Centiva Capital, LP | 0.01% | Reduce -41.1% | 3,490 | $242K |
| Arax Advisory Partners | 0.00% | Add +1561.0% | 3,488 | $242K |
| Marco Investment Management LLC | 0.02% | Add +10.3% | 3,465 | $240K |
| Personal Cfo Solutions, LLC | 0.03% | Add +5.0% | 3,455 | $240K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +3.1% | 3,445 | $239K |
| CIBC Bancorp USA Inc. | 0.00% | Add +3.4% | 3,345 | $232K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -11.2% | 3,295 | $228K |
| CIBC Asset Management Inc | 0.00% | No change | 3,276 | $227K |
| GAMMA Investing LLC | 0.01% | Add +235.4% | 3,250 | $225K |
| iSAM Funds (UK) Ltd | 0.16% | New | 3,200 | $222K |
| Simplex Trading, LLC | 0.01% | New | 3,158 | $219K |
| Profund Advisors LLC | 0.01% | New | 3,150 | $218K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 3,108 | $216K |
| Central Pacific Bank - Trust Division | 0.02% | Add +13.9% | 3,107 | $215K |
| Brindle & Bay Financial Advisors, LLC | 0.11% | New | 3,073 | $213K |
| Nykredit A/S | 0.00% | — | 3,024 | $210K |
| Epiq Partners, LLC | 0.09% | New | 3,000 | $208K |
| Guardian Asset Advisors, LLC | 0.09% | New | 2,914 | $202K |
| Hilltop National Bank | 0.04% | No change | 2,702 | $187K |
| MeadowBrook Investment Advisors LLC | 0.15% | Add +34.0% | 2,680 | $186K |
| STRS Ohio | 0.00% | Reduce -7.1% | 2,600 | $180K |
| US Bancorp \de | 0.00% | Reduce -18.5% | 2,511 | $174K |
| TD Private Client Wealth LLC | 0.00% | Add +11.5% | 2,508 | $174K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.2% | 2,478 | $172K |
| Medallion Wealth Advisors, LLC | 0.05% | New | 633 | $171K |
| Signaturefd, LLC | 0.00% | Add +197.3% | 2,212 | $153K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 2,000 | $140K |
| Blue Trust, Inc. | 0.00% | Add +10.2% | 1,973 | $137K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,955 | $136K |
| Allworth Financial LP | 0.00% | Add +1661.5% | 1,920 | $133K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.2% | 1,833 | $127K |
| Pacer Advisors, Inc. | 0.00% | Add +11.7% | 1,831 | $127K |
| KBC Group NV | 0.00% | No change | 1,668 | $116K |
| Hantz Financial Services, Inc. | 0.00% | Add +1062.6% | 1,616 | $112K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.8% | 1,601 | $111K |
| Bayforest Capital Ltd | 0.10% | Add +26.1% | 1,521 | $105K |
| Lazard Asset Management LLC | 0.00% | New | 1,480 | $103K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,434 | $101K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.7% | 1,350 | $94K |
| Palouse Capital Management, Inc. | 0.06% | No change | 1,315 | $91K |
| Exchange Traded Concepts, LLC | 0.00% | Add +17.2% | 1,297 | $90K |
| Globeflex Capital L P | 0.01% | No change | 1,257 | $87K |
| State of Wyoming | 0.01% | Reduce -34.1% | 1,140 | $79K |
| Graticule Asia Macro Advisors LLC | 0.01% | New | 1,124 | $78K |
| National Bank of Canada | 0.00% | Add +10.5% | 808 | $56K |
| Harbor Investment Advisory, LLC | 0.00% | New | 721 | $50K |
| Smartleaf Asset Management LLC | 0.00% | No change | 706 | $49K |
| Covestor Ltd | 0.03% | Add +114.5% | 637 | $45K |
| Huntington National Bank | 0.00% | Reduce -17.4% | 628 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +89.0% | 618 | $43K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 592 | $40K |
| Assetmark, Inc. | 0.00% | Add +187.6% | 555 | $38K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 533 | $37K |
| Optiver Holding B.V. | 0.00% | New | 502 | $35K |
| UMB Bank, n.a. | 0.00% | Add +354.3% | 477 | $33K |
| Harbour Investments, Inc. | 0.00% | Add +6.8% | 458 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -2.7% | 426 | $30K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -39.3% | 411 | $28K |
| Valued Wealth Advisors LLC | 0.01% | No change | 386 | $27K |
| First Horizon Corp. | 0.00% | Reduce -39.4% | 386 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +14.6% | 361 | $26K |
| IFP Advisors, Inc | 0.00% | Add +9.2% | 368 | $26K |
| Kilter Group LLC | 0.01% | Add +116.2% | 361 | $25K |
| Bare Financial Services, Inc | 0.01% | Add +105.9% | 348 | $24K |
| Rothschild Investment LLC | 0.00% | Add +470.0% | 342 | $24K |
| Los Angeles Capital Management LLC | 0.00% | No change | 298 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -8.1% | 294 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.5% | 292 | $20K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 293 | $20K |
| Spire Wealth Management | 0.00% | New | 262 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.9% | 233 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Add +68.9% | 223 | $15K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +340.0% | 220 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +2462.5% | 205 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 202 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.2% | 197 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -25.9% | 169 | $12K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +40.7% | 166 | $12K |
| Whittier Trust Co. | 0.00% | No change | 155 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 156 | $11K |
| Fulcrum Asset Management LLP | 0.00% | New | 146 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.7% | 143 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +1100.0% | 144 | $10K |
| Private Trust Co. NA | 0.00% | Add +10.1% | 142 | $10K |
| Quantbot Technologies LP | 0.00% | Reduce -98.7% | 132 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.0% | 132 | $9K |
| True Wealth Design, LLC | 0.00% | New | 99 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +218.5% | 86 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 80 | $6K |
| High Note Wealth, LLC | 0.00% | New | 80 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +2400.0% | 75 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -73.8% | 74 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -8.9% | 72 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -9.2% | 69 | $5K |
| Essential Partners LLC | 0.00% | Add +750.0% | 68 | $5K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 66 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 58 | $4K |
| Quarry LP | 0.00% | Add +65.7% | 58 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -28.6% | 55 | $4K |
| Rossby Financial, LCC | 0.00% | Add +8.3% | 52 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.5% | 49 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +650.0% | 45 | $3K |
| Avion Wealth | 0.00% | New | 54 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 42 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +150.0% | 40 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -29.6% | 38 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +25.9% | 34 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.1% | 34 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 37 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 23 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 24 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +53.3% | 23 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 15 | $1K |
| Horizon Financial Services, LLC | 0.00% | New | 13 | $901 |
| CoreCap Advisors, LLC | 0.00% | New | 12 | $832 |
| Gilpin Wealth Management, LLC | 0.00% | New | 10 | $694 |
| Torren Management, LLC | 0.00% | No change | 10 | $693 |
| Whipplewood Advisors, LLC | 0.00% | No change | 9 | $624 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $624 |
| Bogart Wealth, LLC | 0.00% | Reduce -47.1% | 9 | $624 |
| Westfuller Advisors, LLC | 0.00% | No change | 9 | $614 |
| Breakwater Investment Management | 0.00% | New | 8 | $555 |
| Marquette Asset Management, LLC | 0.00% | Reduce -33.3% | 8 | $555 |
| Creative Capital Management Investments LLC | 0.00% | New | 7 | $485 |
| North Star Investment Management Corp. | 0.00% | New | 7 | $485 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -45.5% | 6 | $417 |
| Investors Portfolio Services LLC | 0.00% | No change | 5 | $347 |
| JPL Wealth Management, LLC | 0.00% | No change | 5 | $347 |
| HFM Investment Advisors, LLC | 0.00% | Add +66.7% | 5 | $347 |
| LRI Investments, LLC | 0.00% | Reduce -90.0% | 5 | $347 |
| Davis Capital Management | 0.00% | New | 3 | $208 |
| WPG Advisers, LLC | 0.00% | Reduce -96.5% | 2 | $139 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.3% | 2 | $139 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $70 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $69 |
| CVA Family Office, LLC | 0.00% | Reduce -95.0% | 1 | $69 |
| Hughes Financial Services, LLC | 0.00% | Reduce -66.7% | 1 | $69 |
| Evolution Advisers, Inc. | 0.00% | New | 8 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $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.