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Merit Medical Systems (MMSI) Institutional Ownership

Merit Medical Systems logo
$86.15 +1.39 (+1.64%)
Closing price 08/13/2025 04:00 PM Eastern
Extended Trading
$86.01 -0.14 (-0.17%)
As of 08/13/2025 06:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Merit Medical Systems (NASDAQ:MMSI)

Current
Institutional Ownership
Percentage
99.66%
Number of
Institutional Buyers
(last 12 months)
268
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$547.86M
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MMSI Institutional Buying and Selling by Quarter

Merit Medical Systems Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Jump Financial LLC9,756$912K0.0%-24.9%0.016%
8/13/2025Amundi114,219$10.68M0.0%-14.0%0.193%
8/13/2025Walleye Capital LLC71,649$6.70M0.0%+8.6%0.121%
8/13/2025First Trust Advisors LP59,215$5.54M0.0%+24.8%0.100%
8/13/2025EverSource Wealth Advisors LLC922$86K0.0%+745.9%0.002%
8/13/2025Invesco Ltd.1,582,013$147.89M0.0%-11.5%2.671%
8/13/2025Greenhouse Funds LLLP587,912$54.96M2.3%+44.2%0.993%
8/13/2025CW Advisors LLC90,244$8.44M0.1%-1.8%0.152%
8/13/2025Quantbot Technologies LP6,256$585K0.0%N/A0.011%
8/13/2025Van Hulzen Asset Management LLC12,787$1.20M0.1%-10.9%0.022%
8/13/2025Fisher Asset Management LLC215,445$20.14M0.0%-3.1%0.364%
8/13/2025Panagora Asset Management Inc.100,192$9.37M0.0%+1.3%0.169%
8/13/2025Lido Advisors LLC3,912$366K0.0%+6.1%0.007%
8/13/2025Martin & Co. Inc. TN43,244$4.04M0.7%-0.9%0.073%
8/13/2025New York State Common Retirement Fund18,880$1.77M0.0%+6.2%0.032%
8/13/2025Loomis Sayles & Co. L P793,712$74.20M0.1%-23.9%1.340%
8/13/2025F m Investments LLC72,470$6.77M0.2%+0.6%0.122%
8/13/2025Norges Bank574,422$53.70M0.0%N/A0.970%
8/13/2025Hsbc Holdings PLC7,610$711K0.0%-93.7%0.013%
8/13/2025Level Four Advisory Services LLC17,865$1.67M0.1%+8.3%0.030%
8/13/2025Elevation Point Wealth Partners LLC3,631$339K0.0%-9.3%0.006%
8/13/2025Quadrant Capital Group LLC6,247$584K0.0%-5.1%0.011%
8/13/2025Russell Investments Group Ltd.50,730$4.74M0.0%+26.8%0.086%
8/12/2025 Inceptionr LLC14,878$1.39M0.3%+532.6%0.025%
8/12/2025 XTX Topco Ltd5,776$540K0.0%N/A0.010%
8/12/2025 CreativeOne Wealth LLC16,936$1.58M0.0%-19.2%0.029%
8/12/2025 Ameritas Investment Partners Inc.5,973$558K0.0%+2.2%0.010%
8/12/2025 Prudential Financial Inc.61,266$6.21M0.0%+7.5%0.103%
8/12/2025 American Century Companies Inc.13,461$1.26M0.0%-55.9%0.023%
8/12/2025 Rhumbline Advisers167,643$15.67M0.0%+7.1%0.283%
8/12/2025 AXQ Capital LP3,115$291K0.1%N/A0.005%
8/12/2025 Journey Strategic Wealth LLC2,600$243K0.0%N/A0.004%
8/12/2025 Franklin Resources Inc.884,607$82.69M0.0%+25.9%1.494%
8/12/2025 Legal & General Group Plc188,787$17.65M0.0%+2.0%0.319%
8/12/2025 Neo Ivy Capital Management1,729$162K0.1%N/A0.003%
8/12/2025 JPMorgan Chase & Co.852,202$79.66M0.0%-4.5%1.439%
8/12/2025 Handelsbanken Fonder AB226,309$21.16M0.1%-0.4%0.382%
8/12/2025 Ensign Peak Advisors Inc19,744$1.85M0.0%-4.6%0.033%
8/11/2025 Renaissance Group LLC66,253$6.19M0.2%+29.7%0.112%
8/11/2025 Pinnacle Wealth Planning Services Inc.2,637$247K0.0%N/A0.004%
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8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH31,804$2.97M0.0%-25.5%0.054%
8/11/2025 Integrated Quantitative Investments LLC14,800$1.38M0.4%N/A0.025%
8/8/2025 Rockefeller Capital Management L.P.28,035$2.62M0.0%-94.4%0.047%
8/8/2025 Westwood Holdings Group Inc.768,970$71.88M0.6%+11.9%1.298%
8/8/2025 Intech Investment Management LLC42,585$3.98M0.0%+1.0%0.072%
8/8/2025 Creative Planning27,657$2.59M0.0%-12.0%0.047%
8/8/2025 SG Americas Securities LLC11,677$1.09M0.0%+319.9%0.020%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS15,173$1.42M0.0%+8.8%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey13,062$1.22M0.0%+5.1%0.022%
8/8/2025 Geode Capital Management LLC1,437,397$134.38M0.0%+2.8%2.427%
8/8/2025 PNC Financial Services Group Inc.12,907$1.21M0.0%-1.9%0.022%
8/8/2025 KBC Group NV1,319$123K0.0%-51.0%0.002%
8/7/2025 Vise Technologies Inc.3,076$288K0.0%N/A0.005%
8/7/2025 Illinois Municipal Retirement Fund31,448$2.94M0.0%+4.1%0.053%
8/7/2025 ProShare Advisors LLC13,069$1.22M0.0%-3.2%0.022%
8/7/2025 Profund Advisors LLC2,932$274K0.0%+7.8%0.005%
8/7/2025 King Luther Capital Management Corp65,529$6.13M0.0%-1.7%0.111%
8/7/2025 Zions Bancorporation National Association UT46,976$4.39M0.2%-0.4%0.079%
8/7/2025 Campbell & CO Investment Adviser LLC12,270$1.15M0.1%N/A0.021%
8/6/2025 Summit Investment Advisors Inc.5,842$618K0.5%-2.4%0.010%
8/6/2025 Wedbush Securities Inc.2,653$248K0.0%+26.3%0.004%
8/6/2025 Bryn Mawr Trust Advisors LLC2,225$208K0.0%+7.2%0.004%
8/6/2025 First Horizon Advisors Inc.572$53K0.0%-23.8%0.001%
8/6/2025 Trillium Asset Management LLC106,519$9.96M0.3%-4.7%0.180%
8/5/2025 Huntington National Bank1,085$101K0.0%-11.9%0.002%
8/5/2025 Bank of New York Mellon Corp428,084$40.02M0.0%+0.5%0.723%
8/5/2025 Corton Capital Inc.2,879$269K0.3%N/A0.005%
8/5/2025 Bank of Montreal Can22,053$2.06M0.0%-43.7%0.037%
8/4/2025 Amalgamated Bank16,773$1.57M0.0%+1.1%0.028%
8/4/2025 Atria Investments Inc8,792$822K0.0%-3.9%0.015%
8/4/2025 Emerald Mutual Fund Advisers Trust175,732$16.43M1.0%-6.9%0.297%
8/4/2025 Emerald Advisers LLC291,790$27.28M1.0%+4.0%0.493%
8/4/2025 Whalen Wealth Management Inc.4,755$445K0.3%+22.0%0.008%
8/1/2025 Teacher Retirement System of Texas16,690$1.56M0.0%-11.1%0.028%
8/1/2025 Envestnet Asset Management Inc.244,163$22.82M0.0%+5.3%0.413%
7/31/2025 Shaker Investments LLC OH14,903$1.39M0.6%-37.8%0.025%
7/31/2025 State of New Jersey Common Pension Fund D19,803$1.85M0.0%+6.0%0.034%
7/30/2025 Ethic Inc.4,059$380K0.0%-17.3%0.007%
7/30/2025 Steel Grove Capital Advisors LLC4,650$435K0.1%N/A0.008%
7/30/2025 apricus wealth LLC2,310$216K0.1%-7.7%0.004%
7/30/2025 Conestoga Capital Advisors LLC2,211,589$206.74M3.1%-2.4%3.742%
7/29/2025 Mutual of America Capital Management LLC7,592$710K0.0%-10.5%0.013%
7/29/2025 William Blair Investment Management LLC739,600$69.14M0.2%+22.9%1.251%
7/29/2025 Angeles Wealth Management LLC2,351$220K0.0%+13.8%0.004%
7/28/2025 Allianz Asset Management GmbH4,940$462K0.0%-55.7%0.008%
7/28/2025 Wilmington Savings Fund Society FSB87,887$8.22M0.1%-4.8%0.149%
7/25/2025 Envestnet Portfolio Solutions Inc.2,490$233K0.0%-19.0%0.004%
7/25/2025 Yousif Capital Management LLC22,568$2.11M0.0%+2.5%0.038%
7/25/2025 Allspring Global Investments Holdings LLC37,624$3.54M0.0%-43.7%0.064%
7/25/2025 Vanguard Personalized Indexing Management LLC3,241$303K0.0%-5.2%0.005%
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7/24/2025 Aberdeen Group plc572,211$53.49M0.1%-5.0%0.968%
7/23/2025 Maryland State Retirement & Pension System17,369$1.62M0.0%+2.2%0.029%
7/23/2025 Louisiana State Employees Retirement System27,600$2.58M0.0%+0.7%0.047%
7/23/2025 KLP Kapitalforvaltning AS12,100$1.13M0.0%+5.2%0.020%
7/22/2025 Knights of Columbus Asset Advisors LLC26,226$2.45M0.1%-2.6%0.044%
7/21/2025 QRG Capital Management Inc.8,801$823K0.0%-1.5%0.015%
7/21/2025 ZWJ Investment Counsel Inc.2,225$208K0.0%+10.4%0.004%
7/21/2025 Hilltop National Bank1,950$182K0.0%N/A0.003%
7/18/2025 AMI Asset Management Corp19,986$1.87M0.1%-36.9%0.034%
7/18/2025 Mountain Pacific Investment Advisers LLC93,966$8.78M0.6%+34.1%0.159%
(Data available from 1/1/2016 forward)

MMSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMSI shares?

During the previous two years, 394 institutional investors and hedge funds held shares of Merit Medical Systems. The most heavily invested institutionals were Vanguard Group Inc. ($694.69M), State Street Corp ($220.56M), Conestoga Capital Advisors LLC ($206.74M), FMR LLC ($200.83M), Fuller & Thaler Asset Management Inc. ($186.76M), Invesco Ltd. ($147.89M), and Maverick Capital Ltd. ($134.52M).Learn more on Merit Medical Systems' institutional investors.

What percentage of Merit Medical Systems' stock is owned by institutional investors?

99.66% of Merit Medical Systems' stock is owned by institutional investors. Learn more on MMSI's institutional investor holdings.

Which institutional investors have been buying Merit Medical Systems' stock?

Of the 332 institutional investors that purchased Merit Medical Systems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.77M), FMR LLC ($1.27M), Maverick Capital Ltd. ($1.27M), Raymond James Financial Inc. ($1.02M), Nuveen LLC ($763.21K), William Blair Investment Management LLC ($668.89K), and abrdn plc ($581.75K).

How much institutional buying is happening at Merit Medical Systems?

Institutional investors have bought a total of 15,578,845 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Which of Merit Medical Systems' major shareholders have been selling company stock?

Of the 178 institutional investors that sold Merit Medical Systems' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($751.50K), Rockefeller Capital Management L.P. ($552.26K), ArrowMark Colorado Holdings LLC ($399.19K), Loomis Sayles & Co. L P ($297.69K), Point72 Asset Management L.P. ($286.70K), Invesco Ltd. ($205.28K), and New York State Common Retirement Fund ($196.31K).

How much institutional selling is happening at Merit Medical Systems?

Institutional investors have sold a total of 5,604,081 shares in the last 24 months. This volume of shares sold represents approximately $549.24M in transactions.



This page (NASDAQ:MMSI) was last updated on 8/14/2025 by MarketBeat.com Staff
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