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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
107
shares
|
$9,104
0.01% of portfolio
|
Q3 2025
Reduced 38.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
104
shares
|
$8,849
0.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$8,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
89
shares
|
$7,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
81
shares
|
$6,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
81
shares
|
$6,892
0.0% of portfolio
|
Q3 2025
Added 376.47%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
79
shares
|
$6,722
0.0% of portfolio
|
Q3 2025
Added 102.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
74
shares
|
$6,296
0.0% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
63
shares
|
$5,360
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
60
shares
|
$5,105
0.0% of portfolio
|
Q3 2025
Reduced 62.96%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59
shares
|
$5,020
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
55
shares
|
$4,679
0.0% of portfolio
|
Q3 2025
Reduced 52.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
53
shares
|
$4,509
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
51
shares
|
$4,339
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$4,254
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
48
shares
|
$4,084
0.0% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
47
shares
|
$3,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
46
shares
|
$3,914
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
46
shares
|
$3,914
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
45
shares
|
$3,829
0.0% of portfolio
|
Q2 2022
Reduced 57.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
41
shares
|
$3,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
37
shares
|
$3,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
37
shares
|
$3,148
0.0% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$3,063
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
33
shares
|
$2,807
0.0% of portfolio
|
Q3 2024
New holding
|
|