MERIT MED SYS INC (MMSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
378
Reporting holders
$4.4B
Reported value
104.0%
Of shares outstanding
1.4%
Held as options
+5
Holder change
Institutions report 62,071,494 shares against 59,710,420 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $656.3M | 9,464,542 | 0.01% | 8q | +7.1%+$43.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $240.9M | 3,473,833 | 0.01% | 2q | -1.4%-$3.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $179.6M | 2,590,454 | 0.00% | 2q | -2.5%-$4.6M |
| STATE STREET CORP | $171.6M | 2,474,512 | 0.01% | 31q | +4.8%+$7.9M |
| Conestoga Capital Advisors, LLC | $137.3M | 1,979,790 | 2.99% | 29q | -8.7%-$13.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $112.8M | 1,625,950 | 0.01% | 31q | +7.8%+$8.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $111.8M | 1,613,002 | 0.30% | 26q | -23.8%-$34.8M |
| DIMENSIONAL FUND ADVISORS LP | $101.2M | 1,458,823 | 0.02% | 31q | +17.9%+$15.4M |
| UBS Group AG | $94.1M | 495,598 | 0.01% | 31q | +45.5%+$29.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $88.7M | 1,279,152 | 0.13% | 3q | +6.7%+$5.6M |
| CONGRESS ASSET MANAGEMENT CO | $82.1M | 1,184,337 | 0.51% | 11q | +15.1%+$10.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $78.9M | 1,137,790 | 0.24% | 27q | +46.3%+$25.0M |
| Greenhouse Funds LLLP | $74.3M | 1,072,098 | 3.80% | 14q | -4.5%-$3.5M |
| CITIGROUP INC | $70.9M | 1,022,497 | 0.02% | 31q | -3.8%-$2.8M |
| FMR LLC | $70.2M | 1,012,810 | 0.00% | 31q | +0.8%+$545.8K |
| WESTWOOD HOLDINGS GROUP INC | $70.1M | 1,011,377 | 0.53% | 27q | +6.9%+$4.5M |
| MORGAN STANLEY | $69.8M | 1,006,891 | 0.00% | 35q | -20.1%-$17.6M |
| NEUBERGER BERMAN GROUP LLC | $69.5M | 1,002,168 | 0.05% | 6q | +17953.8%+$69.1M |
| MAVERICK CAPITAL LTD | $67.9M | 978,617 | 0.60% | 6q | +37.0%+$18.3M |
| CITADEL ADVISORS LLC | $63.9M | 909,863 | 0.01% | 31q | -5.5%-$3.7M |
| ROYAL BANK OF CANADA | $57.3M | 826,944 | 0.01% | 31q | -10.2%-$6.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.6M | 743,937 | 0.01% | 31q | +10.1%+$4.7M |
| Sixth Street Partners Management Company, L.P. | $51.6M | 743,937 | 0.01% | new | NEW |
| NORGES BANK | $49.3M | 711,160 | 0.00% | 32q | -17.5%-$10.4M |
| NORTHERN TRUST CORP | $49.2M | 709,267 | 0.01% | 31q | +4.0%+$1.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $47.1M | 679,195 | 0.01% | 2q | +51.8%+$16.1M |
| JPMORGAN CHASE & CO | $45.3M | 644,037 | 0.00% | 31q | +4.4%+$1.9M |
| Nuveen, LLC | $41.2M | 594,794 | 0.01% | 6q | +8.9%+$3.4M |
| Irenic Capital Management LP | $37.6M | 542,589 | 1.81% | new | NEW |
| Aberdeen Group plc | $37.3M | 538,196 | 0.05% | 12q | +25.7%+$7.6M |
| BANK OF AMERICA CORP /DE/ | $37.1M | 534,412 | 0.00% | 31q | -8.0%-$3.2M |
| WELLS FARGO & COMPANY/MN | $36.3M | 523,502 | 0.01% | 31q | -46.7%-$31.8M |
| GOLDMAN SACHS GROUP INC | $35.2M | 508,223 | 0.00% | 31q | -21.5%-$9.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.6M | 484,435 | 0.03% | 31q | +8.1%+$2.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33.0M | 476,148 | 0.17% | 16q | +13.1%+$3.8M |
| OBERWEIS ASSET MANAGEMENT INC/ | $32.8M | 473,409 | 0.68% | 19q | +11.6%+$3.4M |
| Boston Trust Walden Corp | $32.8M | 472,856 | 0.25% | 2q | +70.6%+$13.6M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $32.5M | 468,540 | 0.30% | 31q | +8.8%+$2.6M |
| AQR CAPITAL MANAGEMENT LLC | $32.2M | 464,201 | 0.01% | 23q | +1757.5%+$30.5M |
| NOMURA HOLDINGS INC | $30.6M | 440,736 | 0.04% | 11q | +3.6%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $30.1M | 434,687 | 0.02% | 13q | +291.4%+$22.4M |
| Public Sector Pension Investment Board | $29.0M | 417,778 | 0.04% | 31q | +93.4%+$14.0M |
| Bank of New York Mellon Corp | $28.5M | 410,578 | 0.00% | 31q | +7.0%+$1.9M |
| Champlain Investment Partners, LLC | $28.0M | 403,922 | 0.72% | 3q | +39.0%+$7.9M |
| VANGUARD FIDUCIARY TRUST CO | $27.6M | 397,613 | 0.01% | 2q | -3.2%-$904.7K |
| PRINCIPAL FINANCIAL GROUP INC | $24.3M | 350,627 | 0.01% | 31q | +1.1%+$269.0K |
| MARSHALL WACE, LLP | $24.2M | 349,216 | 0.02% | 4q | -39.2%-$15.6M |
| Aristotle Capital Boston, LLC | $21.9M | 316,536 | 1.47% | 32q | -16.2%-$4.2M |
| SEI INVESTMENTS CO | $20.6M | 296,546 | 0.02% | 31q | +29.8%+$4.7M |
| FIFTH THIRD BANCORP | $20.6M | 296,465 | 0.03% | 31q | -5.3%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $19.5M | 281,386 | 0.00% | 31q | +6.3%+$1.2M |
| AMERIPRISE FINANCIAL INC | $19.2M | 276,817 | 0.00% | 31q | -44.8%-$15.6M |
| Assenagon Asset Management S.A. | $18.8M | 270,762 | 0.01% | 4q | +31.5%+$4.5M |
| RAYMOND JAMES FINANCIAL INC | $18.7M | 269,209 | 0.01% | 7q | -28.5%-$7.5M |
| MetLife Investment Management, LLC | $17.8M | 257,369 | 0.08% | 32q | +703.3%+$15.6M |
| SG Capital Management LLC | $16.9M | 243,504 | 1.39% | new | NEW |
| J. Goldman & Co LP | $16.8M | 242,787 | 0.43% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $16.6M | 239,197 | 0.11% | 3q | -7.9%-$1.4M |
| Point72 Asset Management, L.P. | $14.1M | 203,739 | 0.02% | 3q | -72.5%-$37.3M |
| PFM Health Sciences, LP | $13.7M | 197,038 | 1.17% | 2q | +21.3%+$2.4M |
| Rockefeller Capital Management L.P. | $13.6M | 196,374 | 0.02% | 31q | -21.7%-$3.8M |
| D. E. Shaw & Co., Inc. | $13.2M | 189,664 | 0.01% | 31q | +41.4%+$3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | $12.9M | 186,372 | 0.02% | 3q | +49.9%+$4.3M |
| Invesco Ltd. | $12.9M | 186,167 | 0.00% | 31q | +2.1%+$262.4K |
| Walleye Capital LLC | $12.5M | 180,680 | 0.04% | 7q | +19.7%+$2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.1M | 173,854 | 0.00% | 14q | +11.7%+$1.3M |
| Man Group plc | $11.9M | 171,950 | 0.02% | 4q | -3.3%-$405.4K |
| Balyasny Asset Management L.P. | $11.2M | 161,785 | 0.01% | 5q | -49.5%-$11.0M |
| Tidal Investments LLC | $11.1M | 160,234 | 0.02% | 9q | -22.0%-$3.1M |
| WINTON GROUP Ltd | $10.2M | 147,589 | 0.33% | 3q | -7.0%-$776.2K |
| Creative Planning | $10.2M | 146,939 | 0.01% | 16q | +95.6%+$5.0M |
| RHUMBLINE ADVISERS | $10.1M | 145,921 | 0.01% | 31q | -8.5%-$944.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $9.9M | 143,037 | 0.00% | 7q | -52.9%-$11.1M |
| Curi Capital, LLC | $9.7M | 140,181 | 0.15% | 7q | -13.0%-$1.5M |
| EULAV Asset Management | $9.6M | 138,000 | 0.31% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $9.5M | 137,231 | 0.01% | 26q | +28.9%+$2.1M |
| Legal & General Group Plc | $9.5M | 136,606 | 0.00% | 31q | HELD |
| Ranger Investment Management, L.P. | $9.0M | 130,447 | 0.57% | 7q | -6.4%-$622.5K |
| RENAISSANCE TECHNOLOGIES LLC | $8.7M | 125,412 | 0.01% | 10q | -60.1%-$13.1M |
| Amundi | $8.7M | 124,789 | 0.00% | 17q | +11.3%+$879.9K |
| RENAISSANCE GROUP LLC | $8.4M | 121,170 | 0.34% | 14q | -1.1%-$95.8K |
| Swiss National Bank | $8.3M | 119,700 | 0.00% | 31q | +2.1%+$173.3K |
| AMERICAN CAPITAL MANAGEMENT INC | $7.3M | 104,967 | 0.33% | 31q | -9.3%-$749.4K |
| Impax Asset Management Group plc | $6.8M | 97,558 | 0.04% | 8q | -2.4%-$169.3K |
| DEUTSCHE BANK AG\ | $6.6M | 95,334 | 0.00% | 34q | +10.0%+$603.3K |
| California Public Employees Retirement System | $6.5M | 94,172 | 0.00% | 14q | +0.8%+$50.1K |
| AMERICAN CENTURY COMPANIES INC | $6.4M | 92,422 | 0.00% | 22q | +7.9%+$468.8K |
| PANAGORA ASSET MANAGEMENT INC | $6.2M | 90,055 | 0.02% | 21q | +61.3%+$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.1M | 88,247 | 0.00% | new | NEW |
| TRILLIUM ASSET MANAGEMENT, LLC | $6.1M | 88,038 | 0.19% | 16q | +10.6%+$584.7K |
| Wilmington Savings Fund Society, FSB | $5.9M | 85,282 | 0.13% | 35q | -1.6%-$95.3K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $5.8M | 83,198 | 0.02% | 8q | +23.5%+$1.1M |
| SEIZERT CAPITAL PARTNERS, LLC | $5.5M | 79,476 | 0.23% | 2q | +197.2%+$3.7M |
| Peak Retirement Planning, Inc. | $5.1M | 74,008 | 0.81% | 7q | +63.9%+$2.0M |
| BARCLAYS PLC | $5.0M | 71,908 | 0.00% | 31q | +17.4%+$738.3K |
| ALLIANCEBERNSTEIN L.P. | $4.9M | 70,911 | 0.00% | 31q | +10.8%+$476.8K |
| Thrive Capital Management, LLC | $4.8M | 69,350 | 0.91% | 10q | +43.8%+$1.5M |
| MARTIN & CO INC /TN/ | $4.6M | 65,628 | 0.71% | 31q | +45.7%+$1.4M |
| Holocene Advisors, LP | $4.5M | 65,406 | 0.01% | 3q | +453.1%+$3.7M |
| Russell Investments Group, Ltd. | $4.5M | 64,389 | 0.00% | 31q | +36.6%+$1.2M |
Showing the largest 100 of 405 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 378 | $4.4B | 62,071,494 | 62 | 173 | 110 | 1.4% |
| Q1 2026 | 373 | $4.1B | 58,777,213 | 58 | 151 | 110 | 1.4% |
| Q4 2025 | 361 | $5.6B | 61,990,278 | 42 | 159 | 101 | 1.6% |
| Q3 2025 | 351 | $5.0B | 59,098,146 | 47 | 125 | 125 | 1.6% |
| Q2 2025 | 352 | $5.9B | 62,161,243 | 46 | 123 | 123 | 1.5% |
| Q1 2025 | 349 | $6.5B | 60,955,706 | 47 | 127 | 117 | 1.5% |
| Q4 2024 | 350 | $5.8B | 58,492,587 | 47 | 131 | 94 | 1.6% |
| Q3 2024 | 337 | $5.8B | 57,468,538 | 69 | 114 | 99 | 1.6% |
| Q2 2024 | 286 | $5.1B | 58,082,049 | 44 | 110 | 83 | 1.5% |
| Q1 2024 | 267 | $4.5B | 57,931,082 | 44 | 94 | 81 | 1.8% |
| Q4 2023 | 252 | $4.2B | 55,813,234 | 31 | 94 | 72 | 0.0% |
| Q3 2023 | 229 | $3.6B | 52,076,633 | 19 | 81 | 97 | 0.1% |
| Q2 2023 | 266 | $4.3B | 51,526,780 | 46 | 94 | 87 | 0.0% |
| Q1 2023 | 233 | $3.7B | 50,658,350 | 30 | 89 | 82 | 0.0% |
| Q4 2022 | 208 | $3.1B | 44,549,532 | 45 | 68 | 63 | 0.0% |
| Q3 2022 | 240 | $3.1B | 54,851,706 | 26 | 102 | 65 | 0.0% |
| Q2 2022 | 259 | $2.9B | 53,751,989 | 30 | 98 | 84 | 0.0% |
| Q1 2022 | 261 | $3.6B | 53,510,458 | 32 | 98 | 91 | 0.2% |
| Q4 2021 | 263 | $3.4B | 54,052,487 | 36 | 98 | 72 | 0.1% |
| Q3 2021 | 255 | $3.9B | 54,307,720 | 37 | 71 | 79 | 1.2% |
| Q2 2021 | 240 | $3.5B | 53,566,162 | 28 | 69 | 76 | 0.1% |
| Q1 2021 | 232 | $3.3B | 54,234,246 | 31 | 66 | 91 | 0.1% |
| Q4 2020 | 227 | $3.1B | 55,516,446 | 36 | 65 | 79 | 0.1% |
| Q3 2020 | 211 | $2.4B | 55,378,436 | 27 | 54 | 82 | 0.4% |
| Q2 2020 | 207 | $2.6B | 57,198,775 | 34 | 63 | 68 | 0.3% |
| Q1 2020 | 194 | $1.8B | 57,395,271 | 31 | 54 | 65 | 0.3% |
| Q4 2019 | 197 | $1.9B | 59,393,766 | 31 | 66 | 72 | 0.6% |
| Q3 2019 | 222 | $1.7B | 54,393,968 | 30 | 80 | 74 | 1.5% |
| Q2 2019 | 261 | $3.5B | 57,883,246 | 27 | 90 | 81 | 0.8% |
| Q1 2019 | 282 | $3.4B | 55,120,785 | 29 | 103 | 100 | 0.7% |
| Q4 2018 | 279 | $3.0B | 54,299,069 | 5 | 7 | 5 | 0.3% |