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Merit Medical Systems (MMSI) Institutional Ownership

Merit Medical Systems logo
$90.78 +0.51 (+0.56%)
As of 08/21/2026 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
99.66%
Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$4.00B
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$576.90M
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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
8/23/2026 Angeles Wealth Management LLC3,295$228K0.0%-11.2%0.006%
8/23/2026 Irenic Capital Management LP542,589$37.62M1.8%N/A0.909%
8/22/2026 BAM Wealth Management LLC6,541$454K0.3%+56.6%0.011%
8/21/2026 iSAM Funds UK Ltd3,200$222K0.2%N/A0.005%
8/21/2026 Nykredit A S3,024$210K0.0%N/A0.005%
8/20/2026 Benjamin Edwards Inc.10,761$746K0.0%+6.0%0.018%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC173,854$12.06M0.0%+11.7%0.291%
8/19/2026 Hsbc Holdings PLC5,983$414K0.0%N/A0.010%
8/18/2026 Empowered Funds LLC4,690$325K0.0%N/A0.008%
8/18/2026 Public Employees Retirement System of Ohio43,561$3.02M0.0%N/A0.073%
8/17/2026 Pure Financial Advisors LLC4,062$282K0.0%N/A0.007%
8/17/2026 Corient Private Wealth LP3,672$255K0.0%N/A0.006%
8/15/2026 American Capital Management Inc.104,967$7.28M0.3%N/A0.176%
8/15/2026 Freestone Grove Partners LP16,554$1.15M0.0%N/A0.028%
8/15/2026 Jupiter Topco LLC27,531$1.91M0.0%N/A0.046%
8/15/2026 J. Goldman & Co LP242,787$16.84M0.4%N/A0.407%
8/14/2026 Hsbc Holdings PLC5,983$414K0.0%N/A0.010%
8/14/2026 Canada Pension Plan Investment Board5,600$388K0.0%N/A0.009%
8/14/2026 Legal & General Group Plc136,606$9.47M0.0%N/A0.229%
8/14/2026 The Manufacturers Life Insurance Company 484,435$33.59M0.0%N/A0.811%
8/14/2026 Van Hulzen Asset Management LLC28,877$2.00M0.1%N/A0.048%
8/14/2026 Whalen Wealth Management Inc.8,238$571K0.3%N/A0.014%
8/14/2026 Algert Global LLC42,710$2.96M0.0%+119.7%0.072%
8/13/2026 Ranger Investment Management L.P.130,447$9.05M0.6%N/A0.218%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.186,372$12.92M0.0%N/A0.312%
8/13/2026 Globeflex Capital L P1,257$87K0.0%N/A0.002%
8/12/2026 Elevation Point Wealth Partners LLC5,425$376K0.0%N/A0.009%
8/12/2026 Martin & Co. Inc. TN65,628$4.55M0.7%N/A0.110%
8/12/2026 William Blair Investment Management LLC1,137,790$78.89M0.2%N/A1.906%
8/12/2026 Ieq Capital LLC18,386$1.28M0.0%N/A0.031%
8/12/2026 Callan Family Office LLC4,918$341K0.0%N/A0.008%
8/12/2026 Keebeck Wealth Management4,451$309K0.0%N/A0.007%
8/11/2026 Allworth Financial LP1,920$133K0.0%N/A0.003%
8/11/2026 Virtus Advisers LLC6,718$466K0.2%N/A0.011%
8/11/2026 Kilter Group LLC361$25K0.0%N/A0.001%
8/11/2026 Trillium Asset Management LLC88,038$6.11M0.2%N/A0.147%
8/11/2026 Vise Technologies Inc.16,567$1.15M0.0%N/A0.028%
8/10/2026 Great Lakes Advisors LLC4,646$322K0.0%N/A0.008%
8/6/2026 Bank of New York Mellon Corp410,578$28.47M0.0%N/A0.688%
8/6/2026 State of Wyoming1,140$79K0.0%N/A0.002%
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7/10/2026 Handelsbanken Fonder AB203,775$14.13M0.0%-0.6%0.342%
7/8/2026 Gradient Investments LLC23,890$1.66M0.0%N/A0.040%
7/8/2026 Assenagon Asset Management S.A.135,381$9.39M0.0%-34.2%0.227%
7/7/2026 GAMMA Investing LLC3,250$225K0.0%+235.4%0.005%
7/7/2026 Harbor Investment Advisory LLC721$50K0.0%N/A0.001%
7/7/2026 Central Pacific Bank Trust Division3,107$215K0.0%+13.9%0.005%
7/7/2026 Epiq Partners LLC3,000$208K0.1%N/A0.005%
6/18/2026 Pacer Advisors Inc.1,640$113K0.0%+41.1%0.003%
5/26/2026 Glenmede Trust Co. NA19,136$1.32M0.0%-24.4%0.032%
5/19/2026 Winnow Wealth LLC9,878$681K0.5%-5.4%0.017%
5/19/2026 Bank of America Corp DE580,918$40.04M0.0%-20.8%0.974%
5/19/2026 Edgestream Partners L.P.87,471$6.03M0.2%+96.7%0.147%
5/19/2026 Smith Group Asset Management LLC6,415$442K0.0%+8.2%0.011%
5/18/2026 Amundi112,099$7.73M0.0%+2.8%0.188%
5/18/2026 EverSource Wealth Advisors LLC1,551$107K0.0%+16.2%0.003%
5/18/2026Talon Private Wealth LLC8,597$593K0.1%N/A0.014%
5/18/2026California State Teachers Retirement System69,505$4.79M0.0%+23.1%0.117%
5/18/2026 Royal Bank of Canada921,330$63.51M0.0%-4.7%1.545%
5/18/2026 Ranger Investment Management L.P.139,425$9.61M0.7%-31.5%0.234%
5/16/2026 American Capital Management Inc.115,775$7.98M0.4%+24.4%0.194%
5/16/2026 The Manufacturers Life Insurance Company448,308$30.90M0.0%+49.6%0.752%
5/16/2026 Maverick Capital Ltd.714,081$49.22M0.6%+46.9%1.197%
5/16/2026 Quantinno Capital Management LP17,612$1.21M0.0%+200.3%0.030%
5/15/2026 Entropy Technologies LP5,132$354K0.0%N/A0.009%
5/14/2026 Renaissance Technologies LLC314,212$21.66M0.0%+149.0%0.527%
5/14/2026 Public Employees Retirement System of Ohio76,563$5.28M0.0%+13.6%0.128%
5/14/2026 Keebeck Wealth Management6,302$434K0.0%+17.9%0.011%
5/14/2026 Inceptionr LLC7,093$489K0.1%N/A0.012%
5/14/2026Gibbs Wealth Management11,602$800K0.1%+67.0%0.019%
5/14/2026 Sei Investments Co.228,544$15.75M0.0%+53.2%0.383%
5/14/2026 Lido Advisors LLC4,360$301K0.0%+13.7%0.007%
5/14/2026 Walleye Capital LLC150,963$10.41M0.0%-73.1%0.253%
5/13/2026 Cetera Investment Advisers15,264$1.05M0.0%-1.6%0.026%
5/13/2026 CI Investments Inc.43,614$3.01M0.0%+6.3%0.073%
5/13/2026 First Trust Advisors LP35,907$2.48M0.0%+479.1%0.060%
5/8/2026 PNC Financial Services Group Inc.13,649$941K0.0%+5.6%0.023%
5/7/2026 Dimensional Fund Advisors LP1,237,298$85.29M0.0%+1.0%2.074%
5/7/2026 Swiss National Bank117,200$8.08M0.0%+0.3%0.196%
5/6/2026 California Public Employees Retirement System93,450$6.44M0.0%-20.9%0.157%
5/6/2026 Angeles Wealth Management LLC3,709$256K0.0%+51.3%0.006%
5/6/2026 Bessemer Group Inc.241,228$16.63M0.0%-23.2%0.404%
5/6/2026 Allspring Global Investments Holdings LLC10,751$734K0.0%-75.1%0.018%
5/5/2026 Bank of New York Mellon Corp383,776$26.45M0.0%-4.5%0.643%
5/5/2026 Illinois Municipal Retirement Fund33,206$2.29M0.0%+2.3%0.056%
5/4/2026 Bryn Mawr Trust Advisors LLC3,340$230K0.0%N/A0.006%
5/4/2026 Principal Financial Group Inc.346,748$23.90M0.0%+4.6%0.581%
5/4/2026 Teachers Retirement System of The State of Kentucky34,751$2.40M0.0%-13.7%0.058%
5/1/2026 Fifth Third Bancorp313,026$21.58M0.0%+24,625.6%0.525%
4/30/2026 Graetz Wealth LLC3,240$223K0.2%+19.5%0.005%
4/30/2026 First Horizon Corp637$44K0.0%-43.0%0.001%
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4/30/2026 Personal CFO Solutions LLC3,290$227K0.0%+10.6%0.006%
4/28/2026 Ascentis Independent Advisors7,336$506K0.0%N/A0.012%
4/27/2026 New York State Teachers Retirement System70,884$4.89M0.0%-2.6%0.119%
4/27/2026 Y Intercept Hong Kong Ltd42,347$2.92M0.1%N/A0.071%
4/27/2026 Elevation Point Wealth Partners LLC5,125$353K0.0%N/A0.009%
4/25/2026 Strs Ohio2,800$193K0.0%-36.4%0.005%
4/25/2026 Boston Trust Walden Corp277,209$19.11M0.2%N/A0.465%
4/24/2026 Conestoga Capital Advisors LLC2,167,513$149.41M3.0%+3.9%3.634%
4/24/2026 Palouse Capital Management Inc.1,315$91K0.1%+29.8%0.002%
4/23/2026 AMI Asset Management Corp21,818$1.50M0.1%+0.8%0.037%


MMSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 436 institutional investors and hedge funds held shares of Merit Medical Systems. The most heavily invested institutionals were Tudor Investment Corp ET AL ($2.91B), Vanguard Group Inc. ($580.14M), FMR LLC ($200.83M), State Street Corp ($196.65M), Fuller & Thaler Asset Management Inc. ($183.14M), Conestoga Capital Advisors LLC ($149.41M), and Geode Capital Management LLC ($128.16M).Learn more on Merit Medical Systems' institutional investors.

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

Of the 381 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: Tudor Investment Corp ET AL ($35.03M), Norges Bank ($2.13M), Maverick Capital Ltd. ($1.61M), Wellington Management Group LLP ($1.55M), William Blair Investment Management LLC ($1.41M), FMR LLC ($1.15M), and Raymond James Financial Inc. ($1.07M).

Institutional investors have bought a total of 48,684,377 shares in the last 24 months. This purchase volume represents approximately $4.00B in transactions.

Of the 126 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: Maverick Capital Ltd. ($1.12M), Invesco Ltd. ($1.09M), Franklin Resources Inc. ($466.89K), Walleye Capital LLC ($409.25K), Two Sigma Investments LP ($331.44K), Vanguard Group Inc. ($247.22K), and Ameriprise Financial Inc. ($232.26K).

Institutional investors have sold a total of 6,889,192 shares in the last 24 months. This volume of shares sold represents approximately $576.90M in transactions.



Institutional ownership data for NASDAQ:MMSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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