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Institutional Ownership · SEC Form 13F

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.

400
Institutional holders
57M
Shares held (tracked funds)
96.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed6,244,155$430M9.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,523,088$243M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,656,163$183M3.9%2026-Q1
STATE STREET CORP added2,360,982$163M3.5%2026-Q1
Conestoga Capital Advisors, LLC added2,167,513$149M3.2%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added2,115,526$146M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,508,374$104M2.2%2026-Q1
MORGAN STANLEY added1,260,959$87M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,237,298$85M1.8%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,198,269$83M1.8%2026-Q1
Greenhouse Funds LLLP added1,122,447$77M1.7%2026-Q1
CITIGROUP INC added1,062,715$73M1.6%2026-Q1
CONGRESS ASSET MANAGEMENT CO added1,029,249$71M1.5%2026-Q1
FMR LLC trimmed998,196$69M1.5%2026-Q1
CITADEL ADVISORS LLC trimmed962,784$66M1.4%2026-Q1
WESTWOOD HOLDINGS GROUP INC added946,476$65M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed921,330$64M1.4%2026-Q1
NORGES BANK trimmed579,756$61M1.3%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed777,494$54M1.2%2026-Q1
Point72 Asset Management, L.P. added741,942$51M1.1%2026-Q1
MAVERICK CAPITAL LTD added714,081$49M1.1%2026-Q1
NORTHERN TRUST CORP added681,848$47M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added675,449$47M1.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added654,970$45M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed647,794$45M1.0%2026-Q1
JPMORGAN CHASE & CO trimmed617,048$42M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed580,918$40M0.9%2026-Q1
MARSHALL WACE, LLP added574,436$40M0.9%2026-Q1
Nuveen, LLC added546,134$38M0.8%2026-Q1
WELLS FARGO & COMPANY/MN trimmed491,176$34M0.7%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added448,308$31M0.7%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added447,451$31M0.7%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC added430,618$30M0.6%2026-Q1
Aberdeen Group plc trimmed428,319$30M0.6%2026-Q1
NOMURA HOLDINGS INC added425,305$29M0.6%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added424,209$29M0.6%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added420,873$29M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new410,660$28M0.6%2026-Q1
Bank of New York Mellon Corp trimmed383,776$26M0.6%2026-Q1
Freestone Grove Partners LP added382,865$26M0.6%2026-Q1
Aristotle Capital Boston, LLC trimmed377,580$26M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed376,758$26M0.6%2026-Q1
ArrowMark Colorado Holdings LLC trimmed348,637$24M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added346,748$24M0.5%2026-Q1
UBS Group AG trimmed340,626$23M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added320,659$22M0.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added314,212$22M0.5%2026-Q1
FIFTH THIRD BANCORP added313,026$22M0.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed303,828$21M0.5%2026-Q1
Champlain Investment Partners, LLC trimmed290,500$20M0.4%2026-Q1
Boston Trust Walden Corp new277,209$19M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added264,744$18M0.4%2026-Q1
FRANKLIN RESOURCES INC trimmed259,696$18M0.4%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added259,655$18M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed250,938$17M0.4%2026-Q1
Rockefeller Capital Management L.P. trimmed250,774$17M0.4%2026-Q1
BESSEMER GROUP INC trimmed241,228$17M0.4%2026-Q1
SEI INVESTMENTS CO added228,544$16M0.3%2026-Q1
Public Sector Pension Investment Board trimmed216,069$15M0.3%2026-Q1
Assenagon Asset Management S.A. trimmed205,902$14M0.3%2026-Q1
Tidal Investments LLC trimmed205,347$14M0.3%2026-Q1
Handelsbanken Fonder AB trimmed204,909$14M0.3%2026-Q1
Qube Research & Technologies Ltd added194,171$13M0.3%2026-Q1
Man Group plc added177,797$12M0.3%2026-Q1
PFM Health Sciences, LP trimmed162,469$11M0.2%2026-Q1
Curi Capital, LLC added161,121$11M0.2%2026-Q1
RHUMBLINE ADVISERS added159,537$11M0.2%2026-Q1
WINTON GROUP Ltd added158,783$11M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added155,578$11M0.2%2026-Q1
Walleye Capital LLC trimmed150,963$10M0.2%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed140,000$10M0.2%2026-Q1
Ranger Investment Management, L.P. trimmed139,425$10M0.2%2026-Q1
EULAV Asset Management trimmed138,000$10M0.2%2026-Q1
Legal & General Group Plc trimmed136,678$9M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed134,156$9M0.2%2026-Q1
Invesco Ltd. trimmed130,978$9M0.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added124,328$9M0.2%2026-Q1
RENAISSANCE GROUP LLC added122,551$8M0.2%2026-Q1
Swiss National Bank added117,200$8M0.2%2026-Q1
AMERICAN CAPITAL MANAGEMENT INC added115,775$8M0.2%2026-Q1
Amundi added112,099$8M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed111,067$8M0.2%2026-Q1
OSAIC HOLDINGS, INC. added106,452$7M0.2%2026-Q1
Impax Asset Management Group plc100,000$7M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,493,615$572M12.3%2025-Q4 stale
MACQUARIE GROUP LTD trimmed1,331,579$111M2.4%2025-Q3 stale
LOOMIS SAYLES & CO L P trimmed447,381$37M0.8%2025-Q3 stale
Polar Capital Holdings Plc added383,272$36M0.8%2025-Q2 stale
Iron Triangle Partners LP trimmed385,660$34M0.7%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed310,100$27M0.6%2025-Q4 stale
COMERICA BANK added287,088$25M0.5%2025-Q4 stale
Driehaus Capital Management LLC added227,814$24M0.5%2025-Q1 stale
EMERALD ADVISERS, LLC trimmed226,514$20M0.4%2025-Q4 stale
Fisher Asset Management, LLC trimmed205,003$18M0.4%2025-Q4 stale
FRED ALGER MANAGEMENT, LLC added154,707$16M0.4%2025-Q1 stale
Capital World Investors added171,960$14M0.3%2025-Q3 stale
NFJ INVESTMENT GROUP, LLC trimmed89,668$9M0.2%2025-Q1 stale
EMERALD MUTUAL FUND ADVISERS TRUST trimmed105,651$9M0.2%2025-Q4 stale
CW Advisors, LLC trimmed90,244$8M0.2%2025-Q2 stale
Susquehanna Portfolio Strategies, LLC added78,243$7M0.2%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.

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