MERIT MEDICAL SYSTEMS INC - Common Stock (MMSI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MMSI on Nasdaq
Shares outstanding
59,363,837
Price per share
$88.14
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
60,505,087
Total reported value
$5,035,752,557
% of total 13F portfolios
0%
Share change
-2,041,720
Value change
-$187,890,294
Number of holders
373
Price from insider filings
$88.14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MERIT MEDICAL SYSTEMS INC - Common Stock (MMSI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $696,660,152 8,370,301 BlackRock, Inc. 30 Sep 2025

As of 30 Sep 2025, 373 institutional investors reported holding 60,505,087 shares of MERIT MEDICAL SYSTEMS INC - Common Stock (MMSI). This represents 102% of the company’s total 59,363,837 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MERIT MEDICAL SYSTEMS INC - Common Stock (MMSI) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 8,700,335 -0.17% 0.01% $724,128,866
VANGUARD GROUP INC 11% 6,643,438 -2.7% 0.01% $552,933,346
STATE STREET CORP 3.7% 2,198,589 -0.89% 0.01% $182,988,562
Conestoga Capital Advisors, LLC 3.7% 2,185,265 -1.2% 2.9% $181,879,606
FULLER & THALER ASSET MANAGEMENT, INC. 3.1% 1,843,114 +1.3% 0.52% $153,402,337
FMR LLC 2.7% 1,620,839 -36% 0.01% $134,902,396
MAVERICK CAPITAL LTD 2.7% 1,610,214 +17% 1.8% $134,018,111
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,451,951 +1% 0.01% $120,862,751
MACQUARIE GROUP LTD 2.2% 1,331,579 -8.6% 0.13% $110,827,000
WELLINGTON MANAGEMENT GROUP LLP 2.1% 1,240,509 +378% 0.02% $103,247,564
DIMENSIONAL FUND ADVISORS LP 2% 1,177,862 +6.2% 0.02% $98,021,363
CITADEL ADVISORS LLC 2% 1,176,801 -13% 0.08% $97,945,147
ROYAL BANK OF CANADA 1.7% 1,027,383 -3.4% 0.02% $85,508,000
MORGAN STANLEY 1.6% 969,873 -3.3% 0% $80,722,661
JPMORGAN CHASE & CO 1.5% 917,122 +7.6% 0% $76,332,064
WESTWOOD HOLDINGS GROUP INC 1.5% 878,398 +14% 0.52% $73,109,066
Greenhouse Funds LLLP 1.5% 871,927 +48% 2.8% $72,570,484
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.5% 863,996 +17% 0.19% $71,910,387
FRANKLIN RESOURCES INC 1.4% 841,334 -4.9% 0.02% $70,024,228
GOLDMAN SACHS GROUP INC 1.3% 789,356 +4.3% 0.01% $65,698,100
Thrivent Financial for Lutherans 1.3% 750,066 +251% 0.12% $62,428,000
Invesco Ltd. 1.2% 714,358 -55% 0.01% $59,456,018
NORTHERN TRUST CORP 1.2% 711,017 -1.3% 0.01% $59,177,945
CONGRESS ASSET MANAGEMENT CO 1.1% 672,901 +6% 0.37% $56,005,550
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 667,398 -4.3% 0.01% $55,547,536

Institutional Holders of MERIT MEDICAL SYSTEMS INC - Common Stock (MMSI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,064,531 $181,800,596 +$34,153,295 $88.14 45
2025 Q3 60,505,087 $5,035,752,557 -$187,890,294 $83.23 373
2025 Q2 62,645,213 $5,856,545,217 +$3,910,291 $93.48 374
2025 Q1 62,557,082 $6,611,270,638 +$196,142,440 $105.71 376
2024 Q4 61,026,635 $5,902,956,342 +$126,655,756 $96.72 383
2024 Q3 59,639,338 $5,892,576,048 -$113,543,897 $98.83 375
2024 Q2 60,670,705 $5,214,381,556 +$156,933,427 $85.95 320
2024 Q1 59,075,991 $4,474,034,298 +$118,844,437 $75.75 304
2023 Q4 57,565,208 $4,373,011,899 +$154,780,645 $75.96 288
2023 Q3 55,638,264 $3,839,402,431 +$84,669,900 $69.02 269
2023 Q2 54,214,867 $4,533,389,620 -$22,761,148 $83.64 310
2023 Q1 54,386,295 $4,022,552,954 +$54,000,436 $73.95 282
2022 Q4 54,139,827 $3,822,599,328 -$51,887,167 $70.62 275
2022 Q3 54,923,526 $3,104,475,626 +$51,243,529 $56.51 235
2022 Q2 53,745,604 $2,916,684,041 +$29,989,598 $54.27 252
2022 Q1 53,504,141 $3,558,832,914 -$27,771,655 $66.52 252
2021 Q4 53,948,456 $3,360,250,493 -$34,444,746 $62.30 257
2021 Q3 54,301,081 $3,899,220,193 +$58,273,434 $71.80 249
2021 Q2 53,508,639 $3,460,694,636 -$46,139,825 $64.66 235
2021 Q1 54,224,545 $3,247,881,312 -$72,465,641 $59.88 228
2020 Q4 55,478,722 $3,080,070,122 +$14,822,433 $55.51 222
2020 Q3 55,383,555 $2,410,128,826 -$82,121,555 $43.50 204
2020 Q2 57,179,217 $2,609,382,137 +$1,909,074 $45.65 198
2020 Q1 57,148,484 $1,785,817,686 -$38,866,011 $31.25 186
2019 Q4 58,637,837 $1,831,472,841 +$111,703,967 $31.22 192
2019 Q3 54,230,169 $1,651,802,533 -$230,822,228 $30.46 210
2019 Q2 55,317,681 $3,294,403,437 +$97,634,530 $59.56 254
2019 Q1 54,587,877 $3,374,364,647 +$66,865,622 $61.83 272
2018 Q4 53,581,453 $2,990,290,198 +$3,542,167 $55.81 273
2018 Q3 53,431,579 $3,282,839,595 +$335,160,347 $61.45 248
2018 Q2 47,895,785 $2,453,265,263 +$36,402,013 $51.20 240
2018 Q1 47,332,368 $2,144,809,520 -$21,981,971 $45.35 244
2017 Q4 47,066,276 $2,034,580,939 +$37,190,053 $43.20 209
2017 Q3 46,254,937 $1,960,050,421 +$48,961,201 $42.35 218
2017 Q2 44,636,894 $1,702,872,025 +$107,472,356 $38.15 198
2017 Q1 44,388,589 $1,282,935,678 +$278,107,896 $28.90 185
2016 Q4 40,550,917 $1,074,227,553 +$18,342,472 $26.50 168
2016 Q3 40,231,188 $976,590,428 +$34,102,627 $24.29 179
2016 Q2 38,632,575 $766,353,492 -$10,133,765 $19.83 178
2016 Q1 39,273,069 $726,372,245 +$528,681 $18.49 155
2015 Q4 39,285,825 $730,293,575 -$7,502,874 $18.59 162
2015 Q3 39,053,819 $933,715,649 +$2,299,361 $23.91 171
2015 Q2 38,978,791 $839,602,367 +$27,923,555 $21.54 169
2015 Q1 37,928,226 $729,575,719 +$19,642,351 $19.25 155
2014 Q4 37,037,108 $641,639,904 +$8,974,113 $17.33 138
2014 Q3 36,356,307 $431,923,742 -$9,341,035 $11.88 131
2014 Q2 36,688,284 $553,985,039 +$16,521,247 $15.10 139
2014 Q1 35,630,755 $509,449,458 +$3,809,169 $14.30 138