| 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.
| 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.
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