# MERIT MED SYS INC (MMSI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MMSI/

- Reporting holders: 15
- Reported value: $111.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $108.7M | 1,260,675 | 0.7% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.0M | 23,059 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $306.1K | 3,550 | 0.0% | 12 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $258.7K | 3,000 | 0.1% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $214.5K | 2,487 | 0.0% | 11 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $203.4K | 2,359 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $76.7K | 890 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $18.4K | 213 | 0.0% | 27 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $11.8K | 137 | 0.0% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $10.2K | 118 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $4.9K | 57 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.0K | 12 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $863 | 10 | 0.0% | 2 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $690 | 8 | 0.0% | 3 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $345 | 4 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $111.8M |
| Q2 2026 | 407 | $4.8B |
| Q1 2026 | 400 | $4.2B |
| Q4 2025 | 393 | $5.8B |
| Q3 2025 | 383 | $5.2B |
| Q2 2025 | 383 | $6.0B |
| Q1 2025 | 381 | $6.8B |
| Q4 2024 | 386 | $6.0B |
| Q3 2024 | 379 | $6.0B |
| Q2 2024 | 320 | $5.3B |
| Q1 2024 | 305 | $4.7B |
| Q4 2023 | 290 | $4.5B |