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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
33
shares
|
$2,807
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
31
shares
|
$2,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
27
shares
|
$2,297
0.0% of portfolio
|
Q3 2025
Reduced 52.63%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
27
shares
|
$2,297
0.0% of portfolio
|
Q3 2025
Reduced 80.15%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$2,212
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,212
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
23
shares
|
$1,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
20
shares
|
$1,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20
shares
|
$1,701
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
17
shares
|
$1,446
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
17
shares
|
$1,446
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
17
shares
|
$1,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
17
shares
|
$1,446
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$1,191
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
12
shares
|
$1,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
9
shares
|
$765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9
shares
|
$765
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$595
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
5
shares
|
$425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$425
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$340
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|