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Merit Medical Systems (MMSI) Institutional Ownership

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$86.29 +0.14 (+0.17%)
As of 01:05 PM Eastern
This is a fair market value price provided by Massive. 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)
235
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$564.19M
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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
9/23/2026QRG Capital Management Inc.9,305$645K0.0%+10.9%0.016%
9/11/2026Talon Private Wealth LLC11,727$813K0.1%+36.4%0.020%
9/9/2026Sequoia Financial Advisors LLC4,066$282K0.0%N/A0.007%
9/9/2026Tidal Investments LLC160,234$11.11M0.0%-22.0%0.268%
9/9/2026Van Hulzen Asset Management LLC28,877$2.00M0.1%+25.0%0.048%
9/9/2026WINTON GROUP Ltd147,589$10.23M0.3%-7.0%0.247%
9/9/2026Engineers Gate Manager LP9,459$656K0.0%-70.6%0.016%
9/9/2026Integrated Wealth Concepts LLC2,866$199K0.0%N/A0.005%
9/9/2026Squarepoint Ops LLC27,458$1.90M0.0%+17.2%0.046%
9/8/2026Allworth Financial LP1,920$133K0.0%+1,661.5%0.003%
9/8/2026Arizona State Retirement System16,459$1.14M0.0%+1.1%0.028%
9/8/2026Nykredit A S3,024$210K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP4,081$283K0.0%-73.1%0.007%
8/26/2026HighTower Advisors LLC5,982$415K0.0%-60.2%0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al9,700$673K0.0%N/A0.016%
8/23/2026Angeles Wealth Management LLC3,295$228K0.0%-11.2%0.006%
8/23/2026Irenic Capital Management LP542,589$37.62M1.8%N/A0.909%
8/22/2026BAM Wealth Management LLC6,541$454K0.3%+56.6%0.011%
8/21/2026iSAM Funds UK Ltd3,200$222K0.2%N/A0.005%
8/21/2026Nykredit A S3,024$210K0.0%N/A0.005%
8/20/2026Benjamin Edwards Inc.10,761$746K0.0%+6.0%0.018%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC173,854$12.06M0.0%+11.7%0.291%
8/19/2026Hsbc Holdings PLC5,983$414K0.0%N/A0.010%
8/18/2026Empowered Funds LLC4,690$325K0.0%N/A0.008%
8/18/2026Public Employees Retirement System of Ohio43,561$3.02M0.0%N/A0.073%
8/17/2026Pure Financial Advisors LLC4,062$282K0.0%N/A0.007%
8/17/2026Corient Private Wealth LP3,672$255K0.0%N/A0.006%
8/15/2026American Capital Management Inc.104,967$7.28M0.3%N/A0.176%
8/15/2026Freestone Grove Partners LP16,554$1.15M0.0%N/A0.028%
8/15/2026Jupiter Topco LLC27,531$1.91M0.0%N/A0.046%
8/15/2026J. Goldman & Co LP242,787$16.84M0.4%N/A0.407%
8/14/2026Hsbc Holdings PLC5,983$414K0.0%N/A0.010%
8/14/2026Canada Pension Plan Investment Board5,600$388K0.0%N/A0.009%
8/14/2026Legal & General Group Plc136,606$9.47M0.0%N/A0.229%
8/14/2026The Manufacturers Life Insurance Company484,435$33.59M0.0%N/A0.811%
8/14/2026Van Hulzen Asset Management LLC28,877$2.00M0.1%N/A0.048%
8/14/2026Whalen Wealth Management Inc.8,238$571K0.3%N/A0.014%
8/14/2026Algert Global LLC42,710$2.96M0.0%+119.7%0.072%
8/13/2026Ranger Investment Management L.P.130,447$9.05M0.6%N/A0.218%
8/13/2026Connor Clark & Lunn Investment Management Ltd.186,372$12.92M0.0%N/A0.312%
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8/13/2026Globeflex Capital L P1,257$87K0.0%N/A0.002%
8/12/2026Elevation Point Wealth Partners LLC5,425$376K0.0%N/A0.009%
8/12/2026Martin & Co. Inc. TN65,628$4.55M0.7%N/A0.110%
8/12/2026William Blair Investment Management LLC1,137,790$78.89M0.2%N/A1.906%
8/12/2026Ieq Capital LLC18,386$1.28M0.0%N/A0.031%
8/12/2026Callan Family Office LLC4,918$341K0.0%N/A0.008%
8/12/2026Keebeck Wealth Management4,451$309K0.0%N/A0.007%
8/11/2026Allworth Financial LP1,920$133K0.0%N/A0.003%
8/11/2026Virtus Advisers LLC6,718$466K0.2%N/A0.011%
8/11/2026Kilter Group LLC361$25K0.0%N/A0.001%
8/11/2026Trillium Asset Management LLC88,038$6.11M0.2%N/A0.147%
8/11/2026Vise Technologies Inc.16,567$1.15M0.0%N/A0.028%
8/10/2026Great Lakes Advisors LLC4,646$322K0.0%N/A0.008%
8/6/2026Bank of New York Mellon Corp410,578$28.47M0.0%N/A0.688%
8/6/2026State of Wyoming1,140$79K0.0%N/A0.002%
7/10/2026Handelsbanken Fonder AB203,775$14.13M0.0%-0.6%0.342%
7/8/2026Gradient Investments LLC23,890$1.66M0.0%N/A0.040%
7/8/2026Assenagon Asset Management S.A.135,381$9.39M0.0%-34.2%0.227%
7/7/2026GAMMA Investing LLC3,250$225K0.0%+235.4%0.005%
7/7/2026Harbor Investment Advisory LLC721$50K0.0%N/A0.001%
7/7/2026Central Pacific Bank Trust Division3,107$215K0.0%+13.9%0.005%
7/7/2026Epiq Partners LLC3,000$208K0.1%N/A0.005%
6/18/2026Pacer Advisors Inc.1,640$113K0.0%+41.1%0.003%
5/26/2026Glenmede Trust Co. NA19,136$1.32M0.0%-24.4%0.032%
5/19/2026Winnow Wealth LLC9,878$681K0.5%-5.4%0.017%
5/19/2026Bank of America Corp DE580,918$40.04M0.0%-20.8%0.974%
5/19/2026Edgestream Partners L.P.87,471$6.03M0.2%+96.7%0.147%
5/19/2026Smith Group Asset Management LLC6,415$442K0.0%+8.2%0.011%
5/18/2026Amundi112,099$7.73M0.0%+2.8%0.188%
5/18/2026EverSource 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%
5/18/2026Royal Bank of Canada921,330$63.51M0.0%-4.7%1.545%
5/18/2026Ranger Investment Management L.P.139,425$9.61M0.7%-31.5%0.234%
5/16/2026American Capital Management Inc.115,775$7.98M0.4%+24.4%0.194%
5/16/2026The Manufacturers Life Insurance Company448,308$30.90M0.0%+49.6%0.752%
5/16/2026Maverick Capital Ltd.714,081$49.22M0.6%+46.9%1.197%
5/16/2026Quantinno Capital Management LP17,612$1.21M0.0%+200.3%0.030%
5/15/2026Entropy Technologies LP5,132$354K0.0%N/A0.009%
5/14/2026Renaissance Technologies LLC314,212$21.66M0.0%+149.0%0.527%
5/14/2026Public Employees Retirement System of Ohio76,563$5.28M0.0%+13.6%0.128%
5/14/2026Keebeck Wealth Management6,302$434K0.0%+17.9%0.011%
5/14/2026Inceptionr LLC7,093$489K0.1%N/A0.012%
5/14/2026Gibbs Wealth Management11,602$800K0.1%+67.0%0.019%
5/14/2026Sei Investments Co.228,544$15.75M0.0%+53.2%0.383%
5/14/2026Lido Advisors LLC4,360$301K0.0%+13.7%0.007%
5/14/2026Walleye Capital LLC150,963$10.41M0.0%-73.1%0.253%
5/13/2026Cetera Investment Advisers15,264$1.05M0.0%-1.6%0.026%
5/13/2026CI Investments Inc.43,614$3.01M0.0%+6.3%0.073%
5/13/2026First Trust Advisors LP35,907$2.48M0.0%+479.1%0.060%
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5/8/2026PNC Financial Services Group Inc.13,649$941K0.0%+5.6%0.023%
5/7/2026Dimensional Fund Advisors LP1,237,298$85.29M0.0%+1.0%2.074%
5/7/2026Swiss National Bank117,200$8.08M0.0%+0.3%0.196%
5/6/2026California Public Employees Retirement System93,450$6.44M0.0%-20.9%0.157%
5/6/2026Angeles Wealth Management LLC3,709$256K0.0%+51.3%0.006%
5/6/2026Bessemer Group Inc.241,228$16.63M0.0%-23.2%0.404%
5/6/2026Allspring Global Investments Holdings LLC10,751$734K0.0%-75.1%0.018%
5/5/2026Bank of New York Mellon Corp383,776$26.45M0.0%-4.5%0.643%
5/5/2026Illinois Municipal Retirement Fund33,206$2.29M0.0%+2.3%0.056%
5/4/2026Bryn Mawr Trust Advisors LLC3,340$230K0.0%N/A0.006%


MMSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 438 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 384 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 48,664,569 shares in the last 24 months. This purchase volume represents approximately $3.99B 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 6,778,745 shares in the last 24 months. This volume of shares sold represents approximately $564.19M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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