Merit Medical Systems MMSI Institutional Ownership

NASDAQ MMSI

$86.02 -0.21 (-0.24%)

As of: Oct 1, 2026 · 3:40 PM EDT

Institutions by Trading Activity

404 Institutions

Increased 249 61.6%

Unchanged 31 7.7%

Reduced 124 30.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

106.02%

▲+6.18 pp QoQ

Shares Held by Institutions

63.27Mn

of 59.68Mn outstanding

▲+8.58% QoQ

Shares Outstanding

59.68Mn

-3.59Mn held outside 13F filers

Institutional Investors

404

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+5.00Mn

accumulated since last quarter

Value of Holdings

$5.46Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Merit Medical Systems Inc (NASDAQ:MMSI) is held by 404 institutional investors per 13F filings through June 2026.

These investors collectively held 106.0% of Merit Medical Systems's outstanding shares in June 2026, up from 99.8% in March 2026.
They increased total shares held in Merit Medical Systems by 8.58% from the prior quarter, while the number of investors in MMSI increased 6.88% year over year.
Of these 404 holders, 249 added to their stakes in Merit Medical Systems, 124 trimmed positions, and 31 made no changes.
In total, institutional investors held 63.27Mn shares in Merit Medical Systems as of June 2026, up by 5.0Mn shares quarter on quarter, and up 2.64Mn shares year over year.
As of June 30, 2026, the biggest holder of Merit Medical Systems is BlackRock, Inc. at 9.46Mn shares, representing 15.86% of shares outstanding.
The largest buyers of Merit Medical Systems for the quarter ending June 2026 were Neuberger Berman Group LLC (996.62K), Sixth Street Partners Management Company, L.P. (743.94K), NORGES BANK (711.16K), BlackRock, Inc. (630.23K), Irenic Capital Management LP (542.59K).
The largest sales of MMSI for the quarter ending June 2026 came from Point72 Asset Management, L.P. (538.2K), FULLER & THALER ASSET MANAGEMENT, INC. (502.52K), Freestone Grove Partners LP (366.31K), Morgan Stanley (254.07K), Franklin Templeton Inc (242.03K).
According to Business Quant data, leading holders of MMSI for June 2026 are BlackRock, Inc. (9.46Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.47Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.59Mn), State Street Corp (2.47Mn), Conestoga Capital Advisors, LLC (1.98Mn), GEODE CAPITAL MANAGEMENT, LLC (1.63Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.61Mn), DIMENSIONAL FUND ADVISORS LP (1.46Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.28Mn), CONGRESS ASSET MANAGEMENT CO (1.18Mn).

Form 13F Holdings

404 Institutional Holders

Report period 30 Jun, 2026

Total shares held 63.27Mn

Of outstanding 106.02%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,464,542	15.86%	▲630,227	+7.13%	$656.27Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,473,833	5.82%	▼49,255	-1.40%	$240.88Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,590,454	4.34%	▼65,709	-2.47%	$179.62Mn
4	State Street Corp	0000093751	2,474,512	4.15%	▲113,530	+4.81%	$171.60Mn
5	Conestoga Capital Advisors, LLC	0001163744	1,979,790	3.32%	▼187,723	-8.66%	$137.28Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,625,950	2.72%	▲117,576	+7.79%	$112.76Mn
7	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	1,613,002	2.70%	▼502,524	-23.75%	$111.85Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	1,458,823	2.44%	▲221,525	+17.90%	$101.16Mn
9	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,279,152	2.14%	▲80,883	+6.75%	$88.70Mn
10	CONGRESS ASSET MANAGEMENT CO	0000897378	1,184,337	1.98%	▲155,088	+15.07%	$82.12Mn
11	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,137,790	1.91%	▲360,296	+46.34%	$78.89Mn
12	Greenhouse Funds LLLP	0001626220	1,072,098	1.80%	▼50,349	-4.49%	$74.34Mn
13	Citigroup Inc	0000831001	1,022,497	1.71%	▼40,218	-3.78%	$70.90Mn
14	FMR LLC	0000315066	1,012,810	1.70%	▲7,872	+0.78%	$70.23Mn
15	Westwood Holdings Group Inc	0001165002	1,011,377	1.69%	▲64,901	+6.86%	$70.13Mn
16	Morgan Stanley	0000895421	1,006,891	1.69%	▼254,068	-20.15%	$69.82Mn
17	Neuberger Berman Group LLC	0001465109	1,002,168	1.68%	▲996,617	+17,953.83%	$69.49Mn
18	MAVERICK CAPITAL LTD	0000934639	978,617	1.64%	▲264,536	+37.05%	$67.86Mn
19	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	958,736	1.61%	▲303,766	+46.38%	$66.48K
20	CITADEL ADVISORS LLC	0001423053	909,863	1.52%	▼52,921	-5.50%	$63.09Mn

Showing 1 to 20 of 404 holders