Ranked by reported Q2 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. | 9.5M | $656.3M | +7.1% | 15.865% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $240.9M | -1.4% | 5.823% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $179.6M | -2.5% | 4.342% | 0.00% |
| 4 | STATE STREET CORP | 2.5M | $171.6M | +4.8% | 4.148% | 0.00% |
| 5 | Conestoga Capital Advisors, LLC | 2.0M | $137.3M | -8.7% | 3.319% | 2.99% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $112.8M | +7.8% | 2.726% | 0.01% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.6M | $111.8M | -23.8% | 2.704% | 0.30% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $101.2M | +17.9% | 2.445% | 0.02% |
| 9 | UBS Group AG | 1.4M | $94.1M | +12.9% | 2.274% | 0.01% |
| 10 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.3M | $88.7M | +6.8% | 2.144% | 0.13% |
| 11 | CONGRESS ASSET MANAGEMENT CO | 1.2M | $82.1M | +15.1% | 1.985% | 0.51% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.1M | $78.9M | +46.3% | 1.907% | 0.24% |
| 13 | Greenhouse Funds LLLP | 1.1M | $74.3M | -4.5% | 1.797% | 3.80% |
| 14 | CITIGROUP INC | 1.0M | $70.9M | -3.8% | 1.714% | 0.02% |
| 15 | FMR LLC | 1.0M | $70.2M | +0.8% | 1.698% | 0.00% |
| 16 | WESTWOOD HOLDINGS GROUP INC | 1.0M | $70.1M | +6.9% | 1.695% | 0.53% |
| 17 | MORGAN STANLEY | 1.0M | $69.8M | -20.2% | 1.688% | 0.00% |
| 18 | Neuberger Berman Group LLC | 1.0M | $69.5M | +17953.8% | 1.680% | 0.02% |
| 19 | MAVERICK CAPITAL LTD | 979K | $67.9M | +37.0% | 1.640% | 0.60% |
| 20 | CITADEL ADVISORS LLC | 921K | $63.9M | -4.3% | 1.545% | 0.00% |
| 21 | ROYAL BANK OF CANADA | 827K | $57.3M | -10.2% | 1.386% | 0.01% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 744K | $51.6M | +10.1% | 1.247% | 0.01% |
| 23 | NORGES BANK | 711K | $49.3M | — | 1.192% | 0.00% |
| 24 | NORTHERN TRUST CORP | 709K | $49.2M | +4.0% | 1.189% | 0.01% |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 679K | $47.1M | +51.8% | 1.138% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MMSI — a direct measure of their conviction.
Filings activity in MMSI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MMSI position in Q2 2026
Institutions that fully closed their MMSI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 406 | +1.5% | 106.15% | +5.25 pp | $4.28B | +5.9% |
| Q1 2026 | 400 | +3.4% | 100.90% | 5.56 pp | $4.05B | 25% |
| Q4 2025 | 387 | +3.8% | 106.46% | +5.96 pp | $5.36B | +8.3% |
| Q3 2025 | 373 | 0.3% | 100.50% | 6.79 pp | $4.95B | 14% |
| Q2 2025 | 374 | +0.3% | 107.29% | +0.70 pp | $5.76B | 8.8% |
| Q1 2025 | 373 | 0.3% | 106.59% | +3.31 pp | $6.31B | +14% |
| Q4 2024 | 374 | +1.4% | 103.28% | +2.10 pp | $5.52B | +0.3% |
| Q3 2024 | 369 | — | 101.18% | — | $5.50B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator 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 Q2 2026 13F filings, institutional ownership of Merit Medical Systems, Inc. stands at 106.2%, held across 406 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MMSI, with approximately 9,464,542 shares worth $0.66B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MMSI, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for MMSI is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in MMSI during Q2 2026, while 55 fully exited. 217 added to existing positions and 119 trimmed.
MMSI institutional ownership rose by 5.25 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 44.2% of all reported 13F value in MMSI, and the top 25 account for 66.9%.
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