Institutional Ownership Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI). We have compiled data on the 420 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,240
shares
|
$445,871
0.0% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,178
shares
|
$440,596
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,953
shares
|
$421,450
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,926
shares
|
$419,153
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,887
shares
|
$415,834
0.01% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,650
shares
|
$395,668
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
4,526
shares
|
$385,117
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
4,503
shares
|
$383,160
0.0% of portfolio
|
Q3 2025
Reduced 96.0%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
4,400
shares
|
$374,396
0.0% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,380
shares
|
$372,694
0.07% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,355
shares
|
$370,566
0.01% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,348
shares
|
$369,971
0.0% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,348
shares
|
$369,971
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
4,191
shares
|
$356,612
0.05% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,182
shares
|
$355,846
0.08% of portfolio
|
Q3 2025
Added 9857.14%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
4,158
shares
|
$353,804
0.03% of portfolio
|
Q3 2025
Added 33.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,131
shares
|
$351,506
0.01% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$348,869
0.0% of portfolio
|
Q3 2025
Added 215.38%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,019
shares
|
$341,976
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,936
shares
|
$334,914
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,906
shares
|
$332,361
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,796
shares
|
$323,001
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,770
shares
|
$320,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,712
shares
|
$315,854
0.01% of portfolio
|
Q3 2025
Added 39.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,704
shares
|
$315,173
0.01% of portfolio
|
Q3 2023
Added 7.89%
|
|