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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL added | 45,500,000 | $49M | 1.2% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 15,000,000 | $16M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 9,464,542 | $656M | 15.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,473,833 | $241M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,590,454 | $180M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 2,474,512 | $172M | 4.1% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 1,979,790 | $137M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,625,950 | $113M | 2.7% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,613,002 | $112M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,458,823 | $101M | 2.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,279,152 | $89M | 2.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 1,184,337 | $82M | 2.0% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,137,790 | $79M | 1.9% | 2026-Q2 |
| Greenhouse Funds LLLP trimmed | 1,072,098 | $74M | 1.8% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,022,497 | $71M | 1.7% | 2026-Q2 |
| FMR LLC added | 1,012,810 | $70M | 1.7% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 1,011,377 | $70M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,006,891 | $70M | 1.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,002,168 | $69M | 1.7% | 2026-Q2 |
| MAVERICK CAPITAL LTD added | 978,617 | $68M | 1.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 958,736 | $66M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 909,863 | $63M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 826,944 | $57M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 743,937 | $52M | 1.2% | 2026-Q2 |
| NORGES BANK added | 711,160 | $49M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 709,267 | $49M | 1.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 679,195 | $47M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 644,037 | $45M | 1.1% | 2026-Q2 |
| Nuveen, LLC added | 594,794 | $41M | 1.0% | 2026-Q2 |
| Irenic Capital Management LP new | 542,589 | $38M | 0.9% | 2026-Q2 |
| Aberdeen Group plc added | 538,196 | $37M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 534,412 | $37M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 523,502 | $36M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 508,223 | $35M | 0.8% | 2026-Q2 |
| UBS Group AG added | 495,598 | $34M | 0.8% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 484,435 | $34M | 0.8% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 476,148 | $33M | 0.8% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 473,409 | $33M | 0.8% | 2026-Q2 |
| Boston Trust Walden Corp added | 472,856 | $33M | 0.8% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 468,540 | $32M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 464,201 | $32M | 0.8% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 440,736 | $31M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 434,687 | $30M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 410,578 | $28M | 0.7% | 2026-Q2 |
| Champlain Investment Partners, LLC added | 403,922 | $28M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 397,613 | $28M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 350,627 | $24M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 349,216 | $24M | 0.6% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 316,536 | $22M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 296,546 | $21M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 296,465 | $21M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 281,386 | $20M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 276,817 | $19M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 269,209 | $19M | 0.4% | 2026-Q2 |
| MetLife Investment Management, LLC added | 257,369 | $18M | 0.4% | 2026-Q2 |
| SG Capital Management LLC new | 243,504 | $17M | 0.4% | 2026-Q2 |
| J. Goldman & Co LP new | 242,787 | $17M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 239,197 | $17M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 208,889 | $14M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 203,739 | $14M | 0.3% | 2026-Q2 |
| PFM Health Sciences, LP added | 197,038 | $14M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 196,374 | $14M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 189,664 | $13M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 186,372 | $13M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 186,167 | $13M | 0.3% | 2026-Q2 |
| Walleye Capital LLC added | 180,680 | $13M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 173,854 | $12M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 171,950 | $12M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 161,785 | $11M | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 160,234 | $11M | 0.3% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 147,589 | $10M | 0.2% | 2026-Q2 |
| Creative Planning added | 146,939 | $10M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 145,921 | $10M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 143,037 | $10M | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 140,181 | $10M | 0.2% | 2026-Q2 |
| EULAV Asset Management | 138,000 | $10M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 137,231 | $10M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 136,606 | $9M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 135,381 | $9M | 0.2% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 130,447 | $9M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 125,412 | $9M | 0.2% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 121,170 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 119,700 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 104,967 | $7M | 0.2% | 2026-Q2 |
| Impax Asset Management Group plc trimmed | 97,558 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 95,334 | $7M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 94,172 | $7M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 92,422 | $6M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 90,055 | $6M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 88,247 | $6M | 0.1% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC added | 88,038 | $6M | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 85,282 | $6M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 83,198 | $6M | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 79,476 | $6M | 0.1% | 2026-Q2 |
| Peak Retirement Planning, Inc. added | 74,008 | $5M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 71,908 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 70,911 | $5M | 0.1% | 2026-Q2 |
| Thrive Capital Management, LLC added | 69,350 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 67,525 | $5M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 65,628 | $5M | 0.1% | 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.
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.