Institutional Ownership Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI). We have compiled data on the 410 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,181
shares
|
$353,461
0.02% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,170
shares
|
$352,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,003
shares
|
$338,413
0.04% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,001
shares
|
$338,244
0.0% of portfolio
|
Q1 2025
Reduced 45.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,939
shares
|
$333,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,936
shares
|
$332,749
0.0% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,936
shares
|
$332,749
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,922
shares
|
$331,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
3,899
shares
|
$329,621
0.27% of portfolio
|
Q1 2025
Added 52.6%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,799
shares
|
$321,167
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,796
shares
|
$320,913
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,704
shares
|
$313,136
0.01% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,687
shares
|
$311,698
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,676
shares
|
$310,769
0.0% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,616
shares
|
$305,696
0.06% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,516
shares
|
$297,242
0.03% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,442
shares
|
$290,986
0.24% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
3,419
shares
|
$289,042
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,379
shares
|
$285,660
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
3,316
shares
|
$280,334
0.01% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,273
shares
|
$276,699
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,074
shares
|
$259,875
0.0% of portfolio
|
Q1 2025
Reduced 42.98%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,065
shares
|
$259,115
0.3% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,022
shares
|
$255,479
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,000
shares
|
$253,620
0.0% of portfolio
|
Q1 2024
New holding
|