Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MMSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.8M | $608.9M | +1.5% | 14.811% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $242.8M | β | 5.906% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $183.1M | β | 4.453% | 0.00% |
| 4 | STATE STREET CORP | 2.4M | $162.7M | +5.8% | 3.958% | 0.01% |
| 5 | Conestoga Capital Advisors, LLC | 2.2M | $149.4M | +3.9% | 3.634% | 2.98% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.1M | $145.8M | +1.8% | 3.547% | 0.49% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $104.0M | +3.8% | 2.529% | 0.01% |
| 8 | MORGAN STANLEY | 1.3M | $86.9M | +10.6% | 2.114% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $85.3M | +1.0% | 2.074% | 0.02% |
| 10 | UBS Group AG | 1.2M | $82.8M | -4.4% | 2.014% | 0.01% |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $82.6M | +4.5% | 2.009% | 0.14% |
| 12 | Greenhouse Funds LLLP | 1.1M | $77.4M | +29.4% | 1.882% | 3.81% |
| 13 | CITIGROUP INC | 1.1M | $73.3M | +0.3% | 1.782% | 0.03% |
| 14 | CONGRESS ASSET MANAGEMENT CO /MA | 1.0M | $70.9M | +20.0% | 1.726% | 0.51% |
| 15 | FMR LLC | 1.0M | $69.3M | -43.3% | 1.685% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 963K | $66.4M | -12.4% | 1.614% | 0.03% |
| 17 | WESTWOOD HOLDINGS GROUP INC | 946K | $65.2M | +14.6% | 1.587% | 0.48% |
| 18 | ROYAL BANK OF CANADA | 921K | $63.5M | -4.7% | 1.545% | 0.01% |
| 19 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 777K | $53.6M | -11.1% | 1.303% | 0.18% |
| 20 | Point72 Asset Management, L.P. | 742K | $51.1M | +70.0% | 1.244% | 0.07% |
| 21 | MAVERICK CAPITAL LTD | 714K | $49.2M | +46.9% | 1.197% | 0.57% |
| 22 | NORTHERN TRUST CORP | 682K | $47.0M | +0.2% | 1.143% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 675K | $46.6M | +0.5% | 1.132% | 0.01% |
| 24 | GOLDMAN SACHS GROUP INC | 648K | $44.7M | -31.7% | 1.086% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 581K | $40.0M | -20.8% | 0.974% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MMSI β a direct measure of their conviction.
Filings activity in MMSI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MMSI position in Q1 2026
Institutions that fully closed their MMSI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 394 | +2.6% | 100.79% | 34.19 pp | $4.00B | 25% |
| Q4 2025 | 384 | +3.8% | 134.98% | +10.16 pp | $5.36B | +8.1% |
| Q3 2025 | 370 | 1.1% | 124.82% | 20.24 pp | $4.95B | 14% |
| Q2 2025 | 374 | +0.3% | 145.06% | 14.03 pp | $5.76B | 8.8% |
| Q1 2025 | 373 | 0.3% | 159.09% | +20.10 pp | $6.31B | +14% |
| Q4 2024 | 374 | +1.4% | 138.99% | +0.41 pp | $5.52B | +0.3% |
| Q3 2024 | 369 | +17% | 138.58% | +15.78 pp | $5.50B | +13% |
| Q2 2024 | 316 | β | 122.80% | β | $4.87B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 7, 2026 | Lloyd Brian G. | Buy | 2K | $62.63 | $125K |
| May 6, 2026 | Aronson Martha Goldberg | Buy | 2K | $60.44 | $121K |
Quick answers to the most common questions about buying MMSI stock.
Based on Q1 2026 13F filings, institutional ownership of Merit Medical Systems, Inc. stands at 100.8%, held across 394 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MMSI, with approximately 8,834,315 shares worth $0.61B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MMSI, including CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for MMSI is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
73 institutions opened new positions in MMSI during Q1 2026, while 63 fully exited. 64 added to existing positions and 256 trimmed.
MMSI institutional ownership fell by 34.19 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 46.3% of all reported 13F value in MMSI, and the top 25 account for 68.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Merit Medical Systems, Inc. (MMSI) Institutional Ownership