Who owns Merit Medical Systems, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
60 tracked funds added or opened MMSI while 148 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 400 tracked filers holding MMSI, 229 increased or opened the position and 188 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 28
- VANGUARD PORTFOLIO MANAGEMENT LLC$243M
- VANGUARD CAPITAL MANAGEMENT LLC$183M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$31M
- VANGUARD FIDUCIARY TRUST CO$28M
- Boston Trust Walden Corp$19M
- PFM Health Sciences, LP$11M
Full exits 21
- VANGUARD GROUP INC$572M
- Iron Triangle Partners LP$34M
- TWO SIGMA ADVISERS, LP$27M
- COMERICA BANK$25M
- EMERALD ADVISERS, LLC$20M
- Fisher Asset Management, LLC$18M
Largest adds
- MARSHALL WACE, LLP$27M
- FIFTH THIRD BANCORP$21M
- Freestone Grove Partners LP$21M
- Point72 Asset Management, L.P.$13M
- RENAISSANCE TECHNOLOGIES LLC$11M
- FRONTIER CAPITAL MANAGEMENT CO LLC$11M
Largest trims
- BlackRock, Inc.$337M
- WELLINGTON MANAGEMENT GROUP LLP$96M
- FMR LLC$87M
- Thrivent Financial for Lutherans$61M
- VOYA INVESTMENT MANAGEMENT LLC$40M
- Walleye Capital LLC$39M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,244,155 | $430M | 9.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,523,088 | $243M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,656,163 | $183M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 2,360,982 | $163M | 3.5% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 2,167,513 | $149M | 3.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,115,526 | $146M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,508,374 | $104M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,260,959 | $87M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,237,298 | $85M | 1.8% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,198,269 | $83M | 1.8% | 2026-Q1 |
| Greenhouse Funds LLLP added | 1,122,447 | $77M | 1.7% | 2026-Q1 |
| CITIGROUP INC added | 1,062,715 | $73M | 1.6% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 1,029,249 | $71M | 1.5% | 2026-Q1 |
| FMR LLC trimmed | 998,196 | $69M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 962,784 | $66M | 1.4% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 946,476 | $65M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 921,330 | $64M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 579,756 | $61M | 1.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 777,494 | $54M | 1.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 741,942 | $51M | 1.1% | 2026-Q1 |
| MAVERICK CAPITAL LTD added | 714,081 | $49M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 681,848 | $47M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 675,449 | $47M | 1.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 654,970 | $45M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 647,794 | $45M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 617,048 | $42M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 580,918 | $40M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 574,436 | $40M | 0.9% | 2026-Q1 |
| Nuveen, LLC added | 546,134 | $38M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 491,176 | $34M | 0.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 448,308 | $31M | 0.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 447,451 | $31M | 0.7% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 430,618 | $30M | 0.6% | 2026-Q1 |
| Aberdeen Group plc trimmed | 428,319 | $30M | 0.6% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 425,305 | $29M | 0.6% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 424,209 | $29M | 0.6% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 420,873 | $29M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 410,660 | $28M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 383,776 | $26M | 0.6% | 2026-Q1 |
| Freestone Grove Partners LP added | 382,865 | $26M | 0.6% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 377,580 | $26M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 376,758 | $26M | 0.6% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 348,637 | $24M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 346,748 | $24M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 340,626 | $23M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 320,659 | $22M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 314,212 | $22M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 313,026 | $22M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 303,828 | $21M | 0.5% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 290,500 | $20M | 0.4% | 2026-Q1 |
| Boston Trust Walden Corp new | 277,209 | $19M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 264,744 | $18M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 259,696 | $18M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 259,655 | $18M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 250,938 | $17M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 250,774 | $17M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 241,228 | $17M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 228,544 | $16M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 216,069 | $15M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 205,902 | $14M | 0.3% | 2026-Q1 |
| Tidal Investments LLC trimmed | 205,347 | $14M | 0.3% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 204,909 | $14M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 194,171 | $13M | 0.3% | 2026-Q1 |
| Man Group plc added | 177,797 | $12M | 0.3% | 2026-Q1 |
| PFM Health Sciences, LP trimmed | 162,469 | $11M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 161,121 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 159,537 | $11M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 158,783 | $11M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 155,578 | $11M | 0.2% | 2026-Q1 |
| Walleye Capital LLC trimmed | 150,963 | $10M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 140,000 | $10M | 0.2% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 139,425 | $10M | 0.2% | 2026-Q1 |
| EULAV Asset Management trimmed | 138,000 | $10M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 136,678 | $9M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 134,156 | $9M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 130,978 | $9M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 124,328 | $9M | 0.2% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 122,551 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 117,200 | $8M | 0.2% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 115,775 | $8M | 0.2% | 2026-Q1 |
| Amundi added | 112,099 | $8M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 111,067 | $8M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 106,452 | $7M | 0.2% | 2026-Q1 |
| Impax Asset Management Group plc | 100,000 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,493,615 | $572M | 12.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,331,579 | $111M | 2.4% | 2025-Q3 stale |
| LOOMIS SAYLES & CO L P trimmed | 447,381 | $37M | 0.8% | 2025-Q3 stale |
| Polar Capital Holdings Plc added | 383,272 | $36M | 0.8% | 2025-Q2 stale |
| Iron Triangle Partners LP trimmed | 385,660 | $34M | 0.7% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 310,100 | $27M | 0.6% | 2025-Q4 stale |
| COMERICA BANK added | 287,088 | $25M | 0.5% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 227,814 | $24M | 0.5% | 2025-Q1 stale |
| EMERALD ADVISERS, LLC trimmed | 226,514 | $20M | 0.4% | 2025-Q4 stale |
| Fisher Asset Management, LLC trimmed | 205,003 | $18M | 0.4% | 2025-Q4 stale |
| FRED ALGER MANAGEMENT, LLC added | 154,707 | $16M | 0.4% | 2025-Q1 stale |
| Capital World Investors added | 171,960 | $14M | 0.3% | 2025-Q3 stale |
| NFJ INVESTMENT GROUP, LLC trimmed | 89,668 | $9M | 0.2% | 2025-Q1 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 105,651 | $9M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 90,244 | $8M | 0.2% | 2025-Q2 stale |
| Susquehanna Portfolio Strategies, LLC added | 78,243 | $7M | 0.2% | 2025-Q2 stale |
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.