Security record · archived quarter
MMSI
Merit Medical Systems, Inc. · Healthcare · Medical - Instruments & Supplies
119Tracked holders
+2Δ holders
38.80MShares held
$2.68BReported value
+10New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth +1.7% ·
share flow -3.5% ·
net new positions +0.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 81.11K | $6.98M | n/a | n/a |
| Q2 2026 | 117 | +2 | 41.13M | $2.85B | +12 | −11 |
| Q1 2026 | 119 | +2 | 38.80M | $2.68B | +10 | −9 |
| Q4 2025 | 117 | -1 | 45.00M | $3.97B | +2 | −2 |
| Q3 2025 | 21 | +1 | 28.60M | $2.38B | +1 | −1 |
| Q2 2025 | 18 | 0 | 26.61M | $2.49B | +1 | −1 |
| Q1 2025 | 15 | -1 | 7.60M | $802.99M | +1 | −2 |
| Q4 2024 | 16 | 0 | 7.36M | $712.26M | +2 | −2 |
| Q3 2024 | 15 | +1 | 4.73M | $467.42M | +1 | n/a |
| Q2 2024 | 14 | n/a | 5.63M | $483.63M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.83M | +1.5% | $608.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Vanguard Capital Management Llc | 2.66M | n/a | $183.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 2.36M | +5.8% | $162.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.51M | +3.8% | $103.99M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.26M | +10.6% | $86.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 6 | Dimensional Fund Advisors Lp | 1.24M | +1.0% | $85.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Nomura Asset Management… | 1.20M | +4.5% | $82.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Citigroup Inc | 1.06M | +0.3% | $73.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 1.00M | -43.3% | $69.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Citadel Advisors ✦ | 962.78K | -12.0% | $66.36M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 921.33K | -4.7% | $63.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 12 | Point72 Asset Management ✦ | 741.94K | +70.0% | $51.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 681.85K | +0.2% | $47.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 14 | Charles Schwab Investment… | 675.45K | +0.5% | $46.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 654.97K | +1.6% | $45.15M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 647.79K | -31.7% | $44.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 617.05K | -19.8% | $42.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 18 | Bank Of America Corp /De/ | 580.92K | -20.8% | $40.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 19 | Marshall Wace ✦ | 574.44K | +292.1% | $39.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Nuveen, LLC | 546.13K | +13.3% | $37.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Wells Fargo & Company/Mn | 491.18K | -7.2% | $33.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Manufacturers Life Insurance… | 448.31K | +49.6% | $30.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Massachusetts Financial Services Co… | 447.45K | New | $30.84M | 0.0% | New | 1 | SEC ↗ |
| 24 | Aberdeen Group plc | 428.32K | -9.6% | $29.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Nomura Holdings Inc | 425.31K | +2.5% | $29.32M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 383.78K | -4.5% | $26.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 27 | Raymond James Financial Inc | 376.76K | -14.7% | $25.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | Principal Financial Group Inc | 346.75K | +4.6% | $23.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | UBS Group AG | 340.63K | -13.9% | $23.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Balyasny Asset Management L.P. | 320.66K | +140.3% | $22.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 314.21K | +149.0% | $21.66M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Fifth Third Bancorp | 313.03K | +24625.6% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wellington Management ✦ | 303.83K | -77.1% | $20.94M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 264.74K | +6.8% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 259.70K | -37.8% | $17.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 36 | Ameriprise Financial Inc | 250.94K | -16.6% | $17.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 250.77K | -42.4% | $17.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | Sei Investments Co | 228.54K | +53.2% | $15.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Assenagon Asset Management S.A. | 205.90K | -2.8% | $14.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Tidal Investments LLC | 205.35K | -16.6% | $14.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Qube Research & Technologies Ltd | 194.17K | +279.0% | $13.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Invesco Ltd. | 182.38K | -63.0% | $12.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 43 | Man Group plc | 177.80K | +53.2% | $12.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Rhumbline Advisers | 159.54K | +1.7% | $11.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 155.58K | +2.3% | $10.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 46 | Adage Capital Partners ✦ | 140.00K | -15.2% | $9.65M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 47 | Legal & General Group Plc | 136.68K | -9.6% | $9.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | D. E. Shaw & Co. ✦ | 134.16K | -32.1% | $9.25M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 49 | Connor, Clark & Lunn Investment… | 124.33K | +65.3% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Swiss National Bank | 117.20K | +0.3% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Amundi | 112.10K | +2.8% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | Two Sigma Investments ✦ | 111.07K | -70.8% | $7.66M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 106.45K | +4.2% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 54 | California Public Employees… | 93.45K | -20.9% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 86.63K | +6.7% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | American Century Companies Inc | 85.66K | +769.5% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 63.99K | -5.8% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Creative Planning | 75.12K | +57.5% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | California State Teachers… | 69.50K | +23.1% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 66.94K | +394.8% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Barclays Plc | 61.26K | -35.0% | $4.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Tudor Investment Corp Et Al | 60.68K | New | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 63 | Prudential Financial Inc | 60.46K | +9.1% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | State Of Wisconsin Investment Board | 55.49K | -4.2% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 47.14K | -17.7% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 66 | Millennium Management ✦ | 45.35K | +72.7% | $3.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | LPL Financial LLC | 45.10K | -22.4% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Stifel Financial Corp | 45.05K | +11.0% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Universal- Beteiligungs- und… | 41.66K | +15.9% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | First Trust Advisors Lp | 35.91K | +479.1% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 33.39K | +9807.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 30.93K | +2.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Janus Henderson Group Plc | 27.53K | 0.0% | $1.90M | 0.0% | Held | 2 | SEC ↗ |
| 74 | Voya Investment Management Llc | 25.45K | -94.7% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 24.99K | +0.9% | $1.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 76 | Squarepoint Ops LLC | 23.44K | New | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 23.30K | +66.9% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Hrt Financial Lp | 23.29K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 22.65K | -30.8% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 22.42K | +18.3% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | New York State Common Retirement… | 20.04K | 0.0% | $1.38M | 0.0% | Held | 2 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 19.39K | -18.7% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 83 | Victory Capital Management Inc | 18.80K | +6.3% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 18.62K | +7.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Quantinno Capital Management LP | 17.61K | +200.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | State Board Of Administration Of… | 16.05K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 87 | Cetera Investment Advisers | 15.26K | -1.6% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Corient Private Wealth LP | 15.16K | +60.1% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | HighTower Advisors, LLC | 15.01K | -45.3% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 13.65K | +5.6% | $940,826 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 91 | Capstone Investment Advisors, Llc | 13.11K | New | $903,672 | 0.0% | New | 1 | SEC ↗ |
| 92 | Blair William & Co/Il | 12.06K | -1.0% | $831,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Holocene Advisors, LP | 11.82K | -3.9% | $815,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Allspring Global Investments… | 10.75K | -75.1% | $733,541 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | Pictet Asset Management Holding SA | 9.71K | +5.3% | $669,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | ProShare Advisors LLC | 9.11K | -20.0% | $627,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Toronto Dominion Bank | 7.79K | New | $537,034 | 0.0% | New | 1 | SEC ↗ |
| 98 | Canada Pension Plan Investment Board | 7.20K | -50.3% | $496,296 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Gotham Asset Management ✦ | 6.34K | New | $437,361 | 0.0% | New | 1 | SEC ↗ |
| 100 | Captrust Financial Advisors | 5.61K | +12.0% | $386,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Massachusetts Financial… | $30.84M | 0.0% |
| Tudor Investment Corp Et Al | $4.18M | 0.0% |
| Squarepoint Ops LLC | $1.62M | 0.0% |
| Hrt Financial Lp | $1.60M | 0.0% |
| Capstone Investment Advisors… | $903,672 | 0.0% |
| Toronto Dominion Bank | $537,034 | 0.0% |
| Gotham Asset Management | $437,361 | 0.0% |
Exited
| Norges Bank | $75.96M | was 0.0% |
| Fisher Asset Management | $18.07M | was 0.0% |
| Jane Street Group, Llc | $6.58M | was 0.0% |
| Healthcare Of Ontario Pension… | $4.52M | was 0.0% |
| Mackenzie Financial Corp | $325,878 | was 0.0% |
| Mercer Global Advisors Inc… | $312,015 | was 0.0% |
| Mariner, LLC | $298,662 | was 0.0% |
| Danske Bank A/S | $44,070 | was 0.0% |
| Optiver Holding B.V. | $7,139 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 398 holders, 58.87M shares, $3.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 24
Peterson Neil W.
Officer · 7.50K sh · $678,360
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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