Merit Medical Systems (MMSI) Institutional Ownership

$85.52

+0.52 (+0.61%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 99.66%
Number of Institutional Buyers (last 12 months): 152
Total Institutional Inflows (last 12 months): $417.62M

Number of Institutional Sellers (last 12 months): 99
Total Institutional Outflows (last 12 months): $343.96M

Get MMSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Merit Medical Systems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

MMSI Institutional Buying and Selling by Quarter

Ad DTI

How to build the ultimate dividend portfolio

There’s a free dividend workshop that shows how anyone can build the ultimate dividend workshop in 3 basic steps? PLUS: You’ll get the names and tickers of the Best Dividend Stocks for FREE… This way, by the time you finish the workshop you’ll be fully equipped with the knowledge to start unlocking dividend checks for yourself… Over and over again.

Click here and I’ll show you how to build the ultimate dividend portfolio.

Merit Medical Systems Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	2,250,368	$193.42M	2.9%	+3.5%	3.873%
7/26/2024	Allspring Global Investments Holdings LLC	108,992	$9.37M	0.0%	+53.5%	0.188%
7/26/2024	Bailard Inc.	26,903	$2.31M	0.1%	+19.4%	0.046%
7/26/2024	Bank of New York Mellon Corp	514,541	$44.23M	0.0%	+1.9%	0.885%
7/25/2024	AMI Asset Management Corp	27,294	$2.35M	0.1%	-58.5%	0.047%
7/24/2024	Louisiana State Employees Retirement System	29,200	$2.51M	0.0%	+2.1%	0.050%
Get the Latest News and Ratings for MMSI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Merit Medical Systems and its competitors with MarketBeat's FREE daily newsletter.
7/20/2024	First Horizon Advisors Inc.	689	$59K	0.0%	-19.1%	0.001%
7/19/2024	Raymond James & Associates	129,024	$11.09M	0.0%	+3.1%	0.222%
7/18/2024	Blue Trust Inc.	1,426	$123K	0.0%	+19.7%	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	3,926	$337K	0.0%	N/A	0.007%
7/16/2024	Sequoia Financial Advisors LLC	2,550	$219K	0.0%	-42.6%	0.004%
7/12/2024	SG Americas Securities LLC	9,479	$815K	0.0%	+125.3%	0.016%
7/12/2024	Opal Wealth Advisors LLC	333	$29K	0.0%	N/A	0.001%
7/11/2024	OLD National Bancorp IN	2,854	$245K	0.0%	N/A	0.005%
7/2/2024	GAMMA Investing LLC	831	$71K	0.0%	+142.3%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	592	$44K	0.0%	N/A	0.001%
5/29/2024	Soltis Investment Advisors LLC	7,419	$562K	0.1%	+38.6%	0.013%
5/24/2024	Farallon Capital Management LLC	3,000	$227K	0.0%	N/A	0.005%
5/17/2024	Hancock Whitney Corp	7,901	$599K	0.0%	N/A	0.014%
5/17/2024	Comerica Bank	200,897	$15.22M	0.1%	-1.6%	0.346%
5/16/2024	California State Teachers Retirement System	57,649	$4.37M	0.0%	-5.0%	0.099%
5/15/2024	Public Employees Retirement System of Ohio	95,592	$7.24M	0.0%	-1.5%	0.165%
5/15/2024	Public Employees Retirement Association of Colorado	7,001	$530K	0.0%	-3.2%	0.012%
5/15/2024	Price T Rowe Associates Inc. MD	838,843	$63.54M	0.0%	+2.7%	1.444%
5/15/2024	Lazard Asset Management LLC	7,858	$594K	0.0%	+1,147.3%	0.014%
5/14/2024	Westwood Holdings Group Inc.	880,327	$66.69M	0.5%	+17.6%	1.515%
5/14/2024	CreativeOne Wealth LLC	4,003	$303K	0.0%	+10.3%	0.007%
5/14/2024	EntryPoint Capital LLC	913	$69K	0.1%	+2,666.7%	0.002%
5/14/2024	Shell Asset Management Co.	7,433	$563K	0.0%	-3.3%	0.013%
5/14/2024	MQS Management LLC	3,528	$267K	0.2%	N/A	0.006%
5/14/2024	CANADA LIFE ASSURANCE Co	62,343	$4.72M	0.0%	+5.6%	0.107%
5/14/2024	American International Group Inc.	30,712	$2.33M	0.0%	-0.9%	0.053%
5/13/2024	UniSuper Management Pty Ltd	14,302	$1.08M	0.0%	N/A	0.025%
5/13/2024	O Shaughnessy Asset Management LLC	3,797	$288K	0.0%	+17.7%	0.007%
5/13/2024	Ameritas Investment Partners Inc.	5,728	$434K	0.0%	-2.7%	0.010%
5/10/2024	Vanguard Group Inc.	6,824,393	$516.95M	0.0%	-0.9%	11.745%
5/9/2024	Trillium Asset Management LLC	112,336	$8.51M	0.2%	+1.5%	0.193%
5/9/2024	Blair William & Co. IL	23,289	$1.76M	0.0%	-6.3%	0.040%
5/9/2024	State Board of Administration of Florida Retirement System	22,144	$1.64M	0.0%	+36.4%	0.038%
5/8/2024	Entropy Technologies LP	3,314	$251K	0.0%	+6.5%	0.006%
We just added a $300 account credit to your MarketBeat subscription (Ad) MarketBeat All Access is our complete suite of portfolio monitoring software, research tools, stock screeners, proprietary reports, and more. Upgrade today and get $300 off your 2024-2025 subscription. Free for 30 days. Start Your Risk-Free Trial Here
5/8/2024	William Blair Investment Management LLC	3,042,949	$230.50M	0.6%	-19.7%	5.237%
5/8/2024	ProShare Advisors LLC	11,484	$870K	0.0%	+7.4%	0.020%
5/8/2024	Russell Investments Group Ltd.	16,879	$1.28M	0.0%	-11.5%	0.029%
5/8/2024	Headlands Technologies LLC	658	$50K	0.0%	N/A	0.001%
5/7/2024	Sei Investments Co.	191,974	$14.54M	0.0%	-3.5%	0.330%
5/7/2024	Swiss National Bank	114,000	$8.64M	0.0%	+0.4%	0.196%
5/7/2024	Illinois Municipal Retirement Fund	33,449	$2.53M	0.0%	-5.5%	0.058%
5/7/2024	ClariVest Asset Management LLC	33,055	$2.50M	0.3%	+5.1%	0.057%
5/7/2024	Mesirow Institutional Investment Management Inc.	130,787	$9.91M	0.9%	-2.4%	0.225%
5/7/2024	SG Americas Securities LLC	4,208	$319K	0.0%	+97.4%	0.007%
5/6/2024	Quantbot Technologies LP	9,977	$756K	0.0%	+17,716.1%	0.017%
5/6/2024	Texas Permanent School Fund Corp	50,542	$3.83M	0.0%	+1.3%	0.087%
5/3/2024	Central Pacific Bank Trust Division	1,770	$133K	0.0%	N/A	0.003%
5/2/2024	Jennison Associates LLC	8,656	$656K	0.0%	-37.1%	0.015%
5/2/2024	Mutual of America Capital Management LLC	9,949	$754K	0.0%	-1.6%	0.017%
5/2/2024	FORA Capital LLC	7,618	$577K	0.0%	N/A	0.013%
5/2/2024	Fidelis Capital Partners LLC	1,191	$90K	0.0%	N/A	0.002%
5/1/2024	BNP Paribas Financial Markets	52,953	$4.01M	0.0%	+55.3%	0.091%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	27,507	$1.99M	0.0%	-4.1%	0.047%
5/1/2024	Sequoia Financial Advisors LLC	4,441	$336K	0.0%	N/A	0.008%
4/30/2024	Norden Group LLC	3,872	$293K	0.0%	N/A	0.007%
4/29/2024	Principal Financial Group Inc.	326,146	$24.71M	0.0%	+4.8%	0.562%
4/26/2024	Conestoga Capital Advisors LLC	2,174,483	$164.72M	2.4%	+1.0%	3.745%
4/26/2024	Yousif Capital Management LLC	26,362	$2.00M	0.0%	-8.7%	0.045%
4/25/2024	New York State Teachers Retirement System	81,073	$6.14M	0.0%	-0.4%	0.140%
4/24/2024	Assenagon Asset Management S.A.	4,308	$326K	0.0%	N/A	0.007%
4/23/2024	Louisiana State Employees Retirement System	28,600	$2.17M	0.0%	-1.0%	0.049%
4/23/2024	KLR Investment Advisors LLC	3,796	$278K	0.2%	N/A	0.007%
4/22/2024	Raymond James & Associates	125,091	$9.48M	0.0%	+1.1%	0.215%
4/20/2024	Maryland State Retirement & Pension System	20,810	$1.49M	0.0%	-0.9%	0.036%
4/19/2024	AMI Asset Management Corp	65,761	$4.98M	0.3%	-4.7%	0.113%
4/19/2024	Norden Group LLC	3,872	$293K	0.0%	N/A	0.007%
4/19/2024	State of Alaska Department of Revenue	35,181	$2.66M	0.0%	-1.0%	0.061%
4/18/2024	Allspring Global Investments Holdings LLC	70,999	$5.38M	0.0%	+30.5%	0.122%
4/18/2024	AlphaMark Advisors LLC	4,008	$304K	0.1%	N/A	0.007%
4/18/2024	Congress Wealth Management LLC DE	72,638	$5.50M	0.1%	N/A	0.125%
4/18/2024	Diversified Trust Co	11,293	$855K	0.0%	+5.4%	0.019%
4/17/2024	Guidance Capital Inc.	5,601	$403K	0.1%	N/A	0.010%
4/11/2024	Congress Asset Management Co. MA	518,485	$39.28M	0.3%	+4,411.3%	0.893%
3/29/2024	Kapitalo Investimentos Ltda	1,262	$96K	0.0%	N/A	0.002%
3/27/2024	Nomura Holdings Inc.	4,558	$346K	0.0%	N/A	0.008%
3/22/2024	PNC Financial Services Group Inc.	9,711	$738K	0.0%	-10.9%	0.017%
3/11/2024	Vanguard Group Inc.	6,884,723	$522.96M	0.0%	-1.9%	11.911%
3/6/2024	SageView Advisory Group LLC	3,262	$258K	0.0%	-26.9%	0.006%
3/5/2024	Fisher Asset Management LLC	221,205	$16.80M	0.0%	-6.7%	0.382%
3/4/2024	Congress Asset Management Co. MA	11,493	$873K	0.0%	N/A	0.020%
2/28/2024	American International Group Inc.	30,985	$2.35M	0.0%	-0.8%	0.054%
2/14/2024	Westwood Holdings Group Inc.	748,350	$56.85M	0.5%	-10.9%	1.296%
2/13/2024	RK Capital Management LLC	246,000	$18.69M	4.0%	+20.5%	0.426%
2/13/2024	Premier Fund Managers Ltd	6,840	$524K	0.0%	N/A	0.012%
Next opportunity for crypto millions (Ad) The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now… Check out the new "Crypto Bull Run Millionaire Blueprint" now!
2/13/2024	The Manufacturers Life Insurance Company	278,452	$21.15M	0.0%	+818.6%	0.482%
2/12/2024	Eagle Asset Management Inc.	374,984	$28.48M	0.2%	+5.5%	0.649%
2/12/2024	Axiom Investors LLC DE	101,993	$7.75M	0.1%	+125.2%	0.177%
2/12/2024	Capstone Investment Advisors LLC	45,081	$3.42M	0.0%	N/A	0.078%
2/12/2024	TFO Wealth Partners LLC	3,005	$228K	0.0%	+300,400.0%	0.005%
2/12/2024	Weiss Asset Management LP	22,100	$1.68M	0.1%	N/A	0.038%
2/12/2024	Parallel Advisors LLC	397	$30K	0.0%	+114.6%	0.001%
2/12/2024	Hsbc Holdings PLC	10,870	$826K	0.0%	+24.7%	0.019%
2/9/2024	SageView Advisory Group LLC	3,262	$258K	0.0%	-26.9%	0.006%
2/9/2024	CreativeOne Wealth LLC	3,628	$276K	0.0%	N/A	0.006%

(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, 271 institutional investors and hedge funds held shares of Merit Medical Systems. The most heavily invested institutionals were BlackRock Inc. ($854.35M), Vanguard Group Inc. ($516.95M), William Blair Investment Management LLC ($230.50M), Conestoga Capital Advisors LLC ($193.42M), ArrowMark Colorado Holdings LLC ($152.67M), Macquarie Group Ltd. ($102.85M), and Dimensional Fund Advisors LP ($99.26M).Learn more on MMSI's 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 237 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: Bank of New York Mellon Corp ($799.57K), BlackRock Inc. ($733.29K), Fuller & Thaler Asset Management Inc. ($524.72K), William Blair Investment Management LLC ($520.42K), Congress Asset Management Co. MA ($518.49K), Norges Bank ($502.43K), and ArrowMark Colorado Holdings LLC ($472.93K).

How much institutional buying is happening at Merit Medical Systems?: Institutional investors have bought a total of 11,639,109 shares in the last 24 months. This purchase volume represents approximately $799.75M in transactions.
Which Merit Medical Systems major shareholders have been selling company stock?: Of the 151 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 ($1.56M), ArrowMark Colorado Holdings LLC ($1.10M), Rockefeller Capital Management L.P. ($550.70K), Eagle Asset Management Inc. ($536.44K), Envestnet Asset Management Inc. ($342.89K), Starboard Value LP ($287.98K), and Bank of New York Mellon Corp ($280.93K).
How much institutional selling is happening at Merit Medical Systems?: Institutional investors have sold a total of 8,573,725 shares in the last 24 months. This volume of shares sold represents approximately $622.37M in transactions.