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Institutional Ownership · SEC Form 13F

Who owns Merit Medical Systems (MMSI)


Which tracked institutional funds hold MMSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMSI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

382
Institutional holders
127M
Shares held (tracked funds)

How the tape is positioned

99 tracked funds added or opened MMSI while 91 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MMSI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MMSI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MMSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 378 tracked filers holding MMSI, 236 increased or opened the position and 200 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MMSI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • Irenic Capital Management LP$38M
  • SG Capital Management LLC$17M
  • J. Goldman & Co LP$17M
  • ABSOLUTE INVESTMENT ADVISERS, LLC$16M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3M

Full exits 38

  • ArrowMark Colorado Holdings LLC$24M
  • BESSEMER GROUP INC$17M
  • Handelsbanken Fonder AB$14M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$10M
  • Amundi$8M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5M

Largest adds

  • BlackRock, Inc.$226M
  • NEUBERGER BERMAN GROUP LLC$69M
  • TUDOR INVESTMENT CORP ET AL$45M
  • AQR CAPITAL MANAGEMENT LLC$30M
  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$25M
  • TWO SIGMA INVESTMENTS, LP$22M

Largest trims

  • Point72 Asset Management, L.P.$37M
  • FULLER & THALER ASSET MANAGEMENT, INC.$34M
  • Freestone Grove Partners LP$25M
  • MORGAN STANLEY$17M
  • FRANKLIN RESOURCES INC$17M
  • MARSHALL WACE, LLP$15M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
TUDOR INVESTMENT CORP ET AL added45,500,000$49M1.2%2026-Q2
ABSOLUTE INVESTMENT ADVISERS, LLC new15,000,000$16M0.4%2026-Q2
BlackRock, Inc. added9,464,542$656M15.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed3,473,833$241M5.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed2,590,454$180M4.3%2026-Q2
STATE STREET CORP added2,474,512$172M4.1%2026-Q2
Conestoga Capital Advisors, LLC trimmed1,979,790$137M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,625,950$113M2.7%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. trimmed1,613,002$112M2.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,458,823$101M2.4%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,279,152$89M2.1%2026-Q2
CONGRESS ASSET MANAGEMENT CO added1,184,337$82M2.0%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added1,137,790$79M1.9%2026-Q2
Greenhouse Funds LLLP trimmed1,072,098$74M1.8%2026-Q2
CITIGROUP INC trimmed1,022,497$71M1.7%2026-Q2
FMR LLC added1,012,810$70M1.7%2026-Q2
WESTWOOD HOLDINGS GROUP INC added1,011,377$70M1.7%2026-Q2
MORGAN STANLEY trimmed1,006,891$70M1.7%2026-Q2
NEUBERGER BERMAN GROUP LLC added1,002,168$69M1.7%2026-Q2
MAVERICK CAPITAL LTD added978,617$68M1.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added958,736$66M1.6%2026-Q2
CITADEL ADVISORS LLC trimmed909,863$63M1.5%2026-Q2
ROYAL BANK OF CANADA trimmed826,944$57M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added743,937$52M1.2%2026-Q2
NORGES BANK added711,160$49M1.2%2026-Q2
NORTHERN TRUST CORP added709,267$49M1.2%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added679,195$47M1.1%2026-Q2
JPMORGAN CHASE & CO added644,037$45M1.1%2026-Q2
Nuveen, LLC added594,794$41M1.0%2026-Q2
Irenic Capital Management LP new542,589$38M0.9%2026-Q2
Aberdeen Group plc added538,196$37M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed534,412$37M0.9%2026-Q2
WELLS FARGO & COMPANY/MN added523,502$36M0.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed508,223$35M0.8%2026-Q2
UBS Group AG added495,598$34M0.8%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added484,435$34M0.8%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added476,148$33M0.8%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ added473,409$33M0.8%2026-Q2
Boston Trust Walden Corp added472,856$33M0.8%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC added468,540$32M0.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added464,201$32M0.8%2026-Q2
NOMURA HOLDINGS INC added440,736$31M0.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added434,687$30M0.7%2026-Q2
Bank of New York Mellon Corp added410,578$28M0.7%2026-Q2
Champlain Investment Partners, LLC added403,922$28M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed397,613$28M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added350,627$24M0.6%2026-Q2
MARSHALL WACE, LLP trimmed349,216$24M0.6%2026-Q2
Aristotle Capital Boston, LLC trimmed316,536$22M0.5%2026-Q2
SEI INVESTMENTS CO added296,546$21M0.5%2026-Q2
FIFTH THIRD BANCORP trimmed296,465$21M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added281,386$20M0.5%2026-Q2
AMERIPRISE FINANCIAL INC added276,817$19M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed269,209$19M0.4%2026-Q2
MetLife Investment Management, LLC added257,369$18M0.4%2026-Q2
SG Capital Management LLC new243,504$17M0.4%2026-Q2
J. Goldman & Co LP new242,787$17M0.4%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed239,197$17M0.4%2026-Q2
Public Sector Pension Investment Board trimmed208,889$14M0.3%2026-Q2
Point72 Asset Management, L.P. trimmed203,739$14M0.3%2026-Q2
PFM Health Sciences, LP added197,038$14M0.3%2026-Q2
Rockefeller Capital Management L.P. trimmed196,374$14M0.3%2026-Q2
D. E. Shaw & Co., Inc. added189,664$13M0.3%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added186,372$13M0.3%2026-Q2
Invesco Ltd. added186,167$13M0.3%2026-Q2
Walleye Capital LLC added180,680$13M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added173,854$12M0.3%2026-Q2
Man Group plc trimmed171,950$12M0.3%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed161,785$11M0.3%2026-Q2
Tidal Investments LLC trimmed160,234$11M0.3%2026-Q2
WINTON GROUP Ltd trimmed147,589$10M0.2%2026-Q2
Creative Planning added146,939$10M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed145,921$10M0.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed143,037$10M0.2%2026-Q2
Curi Capital, LLC trimmed140,181$10M0.2%2026-Q2
EULAV Asset Management138,000$10M0.2%2026-Q2
OSAIC HOLDINGS, INC. added137,231$10M0.2%2026-Q2
Legal & General Group Plc trimmed136,606$9M0.2%2026-Q2
Assenagon Asset Management S.A. trimmed135,381$9M0.2%2026-Q2
Ranger Investment Management, L.P. trimmed130,447$9M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed125,412$9M0.2%2026-Q2
RENAISSANCE GROUP LLC trimmed121,170$8M0.2%2026-Q2
Swiss National Bank added119,700$8M0.2%2026-Q2
AMERICAN CAPITAL MANAGEMENT INC trimmed104,967$7M0.2%2026-Q2
Impax Asset Management Group plc trimmed97,558$7M0.2%2026-Q2
DEUTSCHE BANK AG\ added95,334$7M0.2%2026-Q2
California Public Employees Retirement System added94,172$7M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added92,422$6M0.2%2026-Q2
PANAGORA ASSET MANAGEMENT INC added90,055$6M0.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added88,247$6M0.1%2026-Q2
TRILLIUM ASSET MANAGEMENT, LLC added88,038$6M0.1%2026-Q2
Wilmington Savings Fund Society, FSB trimmed85,282$6M0.1%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP added83,198$6M0.1%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC added79,476$6M0.1%2026-Q2
Peak Retirement Planning, Inc. added74,008$5M0.1%2026-Q2
BARCLAYS PLC added71,908$5M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added70,911$5M0.1%2026-Q2
Thrive Capital Management, LLC added69,350$5M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed67,525$5M0.1%2026-Q2
MARTIN & CO INC /TN/ added65,628$5M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership