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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,712
shares
|
$656,214
0.05% of portfolio
|
Q3 2025
Added 119.34%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
7,680
shares
|
$653,491
0.01% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,503
shares
|
$638,430
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,208
shares
|
$613,328
0.0% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
6,946
shares
|
$591,035
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,902
shares
|
$587,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,892
shares
|
$586,440
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
6,848
shares
|
$582,696
0.09% of portfolio
|
Q3 2025
Reduced 92.71%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
6,634
shares
|
$564,487
0.01% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
6,515
shares
|
$554,361
0.26% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,333
shares
|
$538,874
0.0% of portfolio
|
Q2 2023
Reduced 9.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,284
shares
|
$534,705
0.01% of portfolio
|
Q3 2025
Reduced 28.53%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
6,251
shares
|
$531,897
0.12% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,216
shares
|
$528,919
0.01% of portfolio
|
Q3 2025
Added 27.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,179
shares
|
$525,771
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,151
shares
|
$523,388
0.0% of portfolio
|
Q2 2023
Reduced 8.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,007
shares
|
$511,135
0.01% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
5,926
shares
|
$504,243
0.24% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,913
shares
|
$503,137
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,769
shares
|
$490,884
0.03% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
5,690
shares
|
$484,162
0.03% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Millrace Asset Group, Inc.
|
Nov 13, 2024 Q3 2024 |
5,662
shares
|
$481,779
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,590
shares
|
$475,653
0.0% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
5,411
shares
|
$460,421
0.17% of portfolio
|
Q3 2025
Added 73.71%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
5,301
shares
|
$451,062
0.26% of portfolio
|
Q3 2025
Added 11.48%
|
|