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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,696
shares
|
$314,492
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
3,644
shares
|
$310,067
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,611
shares
|
$307,259
0.04% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,497
shares
|
$297,559
0.0% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,477
shares
|
$295,857
0.0% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
3,430
shares
|
$291,858
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
3,415
shares
|
$290,582
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,379
shares
|
$287,519
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
3,309
shares
|
$281,562
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,246
shares
|
$276,202
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,194
shares
|
$271,777
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
3,189
shares
|
$271,352
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,166
shares
|
$269,394
0.0% of portfolio
|
Q3 2025
Reduced 43.77%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$255,270
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,992
shares
|
$254,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
2,989
shares
|
$254,334
0.13% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,955
shares
|
$251,440
0.0% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,935
shares
|
$249,739
0.0% of portfolio
|
Q3 2025
Reduced 69.92%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,930
shares
|
$249,313
0.1% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
2,917
shares
|
$248,207
0.21% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
2,899
shares
|
$246,675
0.63% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,843
shares
|
$241,910
0.01% of portfolio
|
Q3 2025
Reduced 50.78%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,819
shares
|
$239,868
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
2,804
shares
|
$238,592
0.01% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,756
shares
|
$234,508
0.01% of portfolio
|
Q3 2025
Reduced 6.0%
|
|