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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
78
shares
|
$6,594
0.0% of portfolio
|
Q1 2025
Reduced 84.71%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
68
shares
|
$5,748
0.0% of portfolio
|
Q1 2025
Added 655.56%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
63
shares
|
$5,326
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
59
shares
|
$4,987
0.0% of portfolio
|
Q2 2024
Added 293.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
59
shares
|
$4,987
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
57
shares
|
$4,818
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
57
shares
|
$4,818
0.0% of portfolio
|
Q1 2025
Reduced 62.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
51
shares
|
$4,311
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
50
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
Added 38.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$4,227
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
47
shares
|
$3,973
0.0% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
47
shares
|
$3,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
46
shares
|
$3,888
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
46
shares
|
$3,888
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
45
shares
|
$3,804
0.0% of portfolio
|
Q2 2022
Reduced 57.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
42
shares
|
$3,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$3,550
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39
shares
|
$3,297
0.0% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
38
shares
|
$3,212
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
37
shares
|
$3,127
0.0% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$3,043
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$2,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33
shares
|
$2,789
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,198
0.0% of portfolio
|
Q3 2023
New holding
|