DaveManuel.com · Institutional Ownership · Who Owns It
MERIT MED SYS INC (MMSI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
409
Reporting holders
$4.4B
Reported value
105.1%
Of shares outstanding
1.4%
Calls
0.0%
Puts
+6
Holder change
Institutions report 62,728,399 shares against 59,710,420 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $656.3M | 9,464,542 | 0.01% | 8q | +7.1%+$43.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $240.9M | 3,473,833 | 0.01% | 2q | -1.4%-$3.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $179.6M | 2,590,454 | 0.00% | 2q | -2.5%-$4.6M |
| STATE STREET CORP | $171.6M | 2,474,512 | 0.01% | 31q | +4.8%+$7.9M |
| Conestoga Capital Advisors, LLC | $137.3M | 1,979,790 | 2.99% | 29q | -8.7%-$13.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $112.8M | 1,625,950 | 0.01% | 31q | +7.8%+$8.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $111.8M | 1,613,002 | 0.30% | 26q | -23.8%-$34.8M |
| DIMENSIONAL FUND ADVISORS LP | $101.2M | 1,458,823 | 0.02% | 31q | +17.9%+$15.4M |
| UBS Group AG | $94.1M incl. $59.7M options CALL | 495,598 | 0.01% | 31q | +45.5%+$29.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $88.7M | 1,279,152 | 0.13% | 3q | +6.7%+$5.6M |
| CONGRESS ASSET MANAGEMENT CO | $82.1M | 1,184,337 | 0.51% | 11q | +15.1%+$10.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $78.9M | 1,137,790 | 0.24% | 27q | +46.3%+$25.0M |
| Greenhouse Funds LLLP | $74.3M | 1,072,098 | 3.80% | 14q | -4.5%-$3.5M |
| CITIGROUP INC | $70.9M | 1,022,497 | 0.02% | 31q | -3.8%-$2.8M |
| FMR LLC | $70.2M | 1,012,810 | 0.00% | 31q | +0.8%+$545.8K |
| WESTWOOD HOLDINGS GROUP INC | $70.1M | 1,011,377 | 0.53% | 27q | +6.9%+$4.5M |
| MORGAN STANLEY | $69.8M | 1,006,891 | 0.00% | 35q | -20.1%-$17.6M |
| NEUBERGER BERMAN GROUP LLC | $69.5M | 1,002,168 | 0.05% | 6q | +17953.8%+$69.1M |
| MAVERICK CAPITAL LTD | $67.9M | 978,617 | 0.60% | 6q | +37.0%+$18.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $66.5M | 958,736 | 0.01% | 31q | +46.4%+$21.1M |
| CITADEL ADVISORS LLC | $63.9M incl. $804.3K options CALL | 909,863 | 0.01% | 31q | -5.5%-$3.7M |
| ROYAL BANK OF CANADA | $57.3M | 826,944 | 0.01% | 31q | -10.2%-$6.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.6M | 743,937 | 0.01% | 31q | +10.1%+$4.7M |
| NORGES BANK | $49.3M | 711,160 | 0.00% | 32q | -17.5%-$10.4M |
| NORTHERN TRUST CORP | $49.2M | 709,267 | 0.01% | 31q | +4.0%+$1.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $47.1M | 679,195 | 0.01% | 2q | +51.8%+$16.1M |
| JPMORGAN CHASE & CO | $45.3M | 644,037 | 0.00% | 31q | +4.4%+$1.9M |
| Nuveen, LLC | $41.2M | 594,794 | 0.01% | 6q | +8.9%+$3.4M |
| Irenic Capital Management LP | $37.6M | 542,589 | 1.81% | new | NEW |
| Aberdeen Group plc | $37.3M | 538,196 | 0.05% | 12q | +25.7%+$7.6M |
| BANK OF AMERICA CORP /DE/ | $37.1M | 534,412 | 0.00% | 31q | -8.0%-$3.2M |
| WELLS FARGO & COMPANY/MN | $36.3M | 523,502 | 0.01% | 31q | +6.6%+$2.2M |
| GOLDMAN SACHS GROUP INC | $35.2M | 508,223 | 0.00% | 31q | -21.5%-$9.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.6M | 484,435 | 0.03% | 31q | +8.1%+$2.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33.0M | 476,148 | 0.17% | 16q | +13.1%+$3.8M |
| OBERWEIS ASSET MANAGEMENT INC/ | $32.8M | 473,409 | 0.68% | 19q | +11.6%+$3.4M |
| Boston Trust Walden Corp | $32.8M | 472,856 | 0.25% | 2q | +70.6%+$13.6M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $32.5M | 468,540 | 0.30% | 31q | +8.8%+$2.6M |
| AQR CAPITAL MANAGEMENT LLC | $32.2M | 464,201 | 0.01% | 23q | +1757.5%+$30.5M |
| NOMURA HOLDINGS INC | $30.6M | 440,736 | 0.04% | 11q | +3.6%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $30.1M | 434,687 | 0.02% | 13q | +291.4%+$22.4M |
| Bank of New York Mellon Corp | $28.5M | 410,578 | 0.00% | 31q | +7.0%+$1.9M |
| Champlain Investment Partners, LLC | $28.0M | 403,922 | 0.72% | 3q | +39.0%+$7.9M |
| VANGUARD FIDUCIARY TRUST CO | $27.6M | 397,613 | 0.01% | 2q | -3.2%-$904.7K |
| PRINCIPAL FINANCIAL GROUP INC | $24.3M | 350,627 | 0.01% | 31q | +1.1%+$269.0K |
| MARSHALL WACE, LLP | $24.2M | 349,216 | 0.02% | 4q | -39.2%-$15.6M |
| Aristotle Capital Boston, LLC | $21.9M | 316,536 | 1.47% | 32q | -16.2%-$4.2M |
| SEI INVESTMENTS CO | $20.6M | 296,546 | 0.02% | 31q | +29.8%+$4.7M |
| FIFTH THIRD BANCORP | $20.6M | 296,465 | 0.03% | 31q | -5.3%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $19.5M | 281,386 | 0.00% | 31q | +6.3%+$1.2M |
| AMERIPRISE FINANCIAL INC | $19.2M | 276,817 | 0.00% | 31q | +10.3%+$1.8M |
| Assenagon Asset Management S.A. | $18.8M | 270,762 | 0.01% | 4q | +31.5%+$4.5M |
| RAYMOND JAMES FINANCIAL INC | $18.7M | 269,209 | 0.01% | 7q | -28.5%-$7.5M |
| MetLife Investment Management, LLC | $17.8M | 257,369 | 0.08% | 32q | +703.3%+$15.6M |
| SG Capital Management LLC | $16.9M | 243,504 | 1.39% | new | NEW |
| J. Goldman & Co LP | $16.8M | 242,787 | 0.43% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $16.6M | 239,197 | 0.11% | 3q | -7.9%-$1.4M |
| Public Sector Pension Investment Board | $14.5M | 208,889 | 0.04% | 31q | -3.3%-$497.9K |
| Handelsbanken Fonder AB | $14.1M | 203,775 | 0.04% | 25q | -0.6%-$78.6K |
| Point72 Asset Management, L.P. | $14.1M | 203,739 | 0.02% | 3q | -72.5%-$37.3M |
| PFM Health Sciences, LP | $13.7M | 197,038 | 1.17% | 2q | +21.3%+$2.4M |
| Rockefeller Capital Management L.P. | $13.6M | 196,374 | 0.02% | 31q | -21.7%-$3.8M |
| D. E. Shaw & Co., Inc. | $13.2M | 189,664 | 0.01% | 31q | +41.4%+$3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | $12.9M | 186,372 | 0.02% | 3q | +49.9%+$4.3M |
| Invesco Ltd. | $12.9M | 186,167 | 0.00% | 31q | +2.1%+$262.4K |
| Walleye Capital LLC | $12.5M | 180,680 | 0.04% | 7q | +19.7%+$2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.1M | 173,854 | 0.00% | 14q | +11.7%+$1.3M |
| Man Group plc | $11.9M | 171,950 | 0.02% | 4q | -3.3%-$405.4K |
| Balyasny Asset Management L.P. | $11.2M | 161,785 | 0.01% | 5q | -49.5%-$11.0M |
| Tidal Investments LLC | $11.1M | 160,234 | 0.02% | 9q | -22.0%-$3.1M |
| WINTON GROUP Ltd | $10.2M | 147,589 | 0.33% | 3q | -7.0%-$776.2K |
| Creative Planning | $10.2M | 146,939 | 0.01% | 16q | +95.6%+$5.0M |
| RHUMBLINE ADVISERS | $10.1M | 145,921 | 0.01% | 31q | -8.5%-$944.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $9.9M | 143,037 | 0.00% | 7q | -52.9%-$11.1M |
| Curi Capital, LLC | $9.7M | 140,181 | 0.15% | 7q | -13.0%-$1.5M |
| EULAV Asset Management | $9.6M | 138,000 | 0.31% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $9.5M | 137,231 | 0.01% | 26q | +28.9%+$2.1M |
| Legal & General Group Plc | $9.5M | 136,606 | 0.00% | 31q | HELD |
| Ranger Investment Management, L.P. | $9.0M | 130,447 | 0.57% | 7q | -6.4%-$622.5K |
| RENAISSANCE TECHNOLOGIES LLC | $8.7M | 125,412 | 0.01% | 10q | -60.1%-$13.1M |
| Amundi | $8.7M | 124,789 | 0.00% | 17q | +11.3%+$879.9K |
| RENAISSANCE GROUP LLC | $8.4M | 121,170 | 0.34% | 14q | -1.1%-$95.8K |
| Swiss National Bank | $8.3M | 119,700 | 0.00% | 31q | +2.1%+$173.3K |
| AMERICAN CAPITAL MANAGEMENT INC | $7.3M | 104,967 | 0.33% | 31q | -9.3%-$749.4K |
| Impax Asset Management Group plc | $6.8M | 97,558 | 0.04% | 8q | -2.4%-$169.3K |
| DEUTSCHE BANK AG\ | $6.6M | 95,334 | 0.00% | 34q | +10.0%+$603.3K |
| California Public Employees Retirement System | $6.5M | 94,172 | 0.00% | 14q | +0.8%+$50.1K |
| AMERICAN CENTURY COMPANIES INC | $6.4M | 92,422 | 0.00% | 22q | +7.9%+$468.8K |
| PANAGORA ASSET MANAGEMENT INC | $6.2M | 90,055 | 0.02% | 21q | +61.3%+$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.1M | 88,247 | 0.00% | new | NEW |
| TRILLIUM ASSET MANAGEMENT, LLC | $6.1M | 88,038 | 0.19% | 16q | +10.6%+$584.7K |
| Wilmington Savings Fund Society, FSB | $5.9M | 85,282 | 0.13% | 35q | -1.6%-$95.3K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $5.8M | 83,198 | 0.02% | 8q | +23.5%+$1.1M |
| SEIZERT CAPITAL PARTNERS, LLC | $5.5M | 79,476 | 0.23% | 2q | +197.2%+$3.7M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $5.4M | 78,446 | 0.01% | 31q | +10.7%+$524.3K |
| Peak Retirement Planning, Inc. | $5.1M | 74,008 | 0.81% | 7q | +63.9%+$2.0M |
| BARCLAYS PLC | $5.0M | 71,908 | 0.00% | 31q | +17.4%+$738.3K |
| ALLIANCEBERNSTEIN L.P. | $4.9M | 70,911 | 0.00% | 31q | +10.8%+$476.8K |
| Thrive Capital Management, LLC | $4.8M | 69,350 | 0.91% | 10q | +43.8%+$1.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.7M | 67,525 | 0.00% | 31q | -2.8%-$137.3K |
Showing the largest 100 of 409 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-20 | 2026-08-14 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | Peterson Neil W. | CHIEF OPERATING OFFICER | Sold | 21,449 | $1.8M |
| 2026-08-24 | Peterson Neil W. | CHIEF OPERATING OFFICER | Sold | 7,500 | $678.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 113 | $227.7M | 2,639,810 | 20 | 39 | 30 | 0.0% |
| Q2 2026 | 409 | $4.4B | 62,728,399 | 62 | 185 | 123 | 1.4% |
| Q1 2026 | 403 | $4.2B | 59,488,299 | 60 | 158 | 124 | 1.4% |
| Q4 2025 | 395 | $5.8B | 64,289,866 | 48 | 171 | 110 | 1.5% |
| Q3 2025 | 384 | $5.2B | 61,429,520 | 50 | 139 | 134 | 1.5% |
| Q2 2025 | 384 | $6.0B | 63,731,836 | 48 | 135 | 131 | 1.5% |
| Q1 2025 | 382 | $6.8B | 63,506,944 | 50 | 140 | 131 | 1.4% |
| Q4 2024 | 387 | $6.0B | 61,043,274 | 51 | 147 | 104 | 1.6% |
| Q3 2024 | 379 | $6.0B | 60,439,197 | 80 | 124 | 111 | 1.5% |
| Q2 2024 | 320 | $5.3B | 60,994,781 | 48 | 120 | 93 | 1.4% |
| Q1 2024 | 306 | $4.7B | 61,558,141 | 48 | 106 | 99 | 1.8% |
| Q4 2023 | 290 | $4.5B | 59,197,761 | 36 | 100 | 87 | 0.1% |
| Q3 2023 | 273 | $3.8B | 55,647,323 | 25 | 94 | 113 | 0.1% |
| Q2 2023 | 312 | $4.5B | 54,226,923 | 50 | 107 | 107 | 0.0% |
| Q1 2023 | 284 | $4.0B | 55,048,631 | 37 | 108 | 96 | 0.0% |
| Q4 2022 | 279 | $3.8B | 54,043,247 | 54 | 81 | 96 | 0.0% |
| Q3 2022 | 231 | $3.3B | 58,437,570 | 25 | 95 | 65 | 0.0% |
| Q2 2022 | 252 | $3.1B | 57,539,961 | 30 | 95 | 83 | 0.0% |
| Q1 2022 | 256 | $3.8B | 57,233,523 | 32 | 95 | 89 | 0.2% |
| Q4 2021 | 260 | $4.3B | 68,337,691 | 36 | 97 | 71 | 0.1% |
| Q3 2021 | 252 | $5.0B | 68,551,124 | 37 | 70 | 79 | 0.9% |
| Q2 2021 | 237 | $4.8B | 73,761,812 | 28 | 67 | 76 | 0.0% |
| Q1 2021 | 228 | $4.2B | 69,776,206 | 31 | 64 | 90 | 0.1% |
| Q4 2020 | 224 | $4.2B | 75,615,809 | 36 | 65 | 76 | 0.1% |
| Q3 2020 | 208 | $3.3B | 75,330,752 | 27 | 52 | 82 | 0.3% |
| Q2 2020 | 204 | $3.5B | 76,776,141 | 34 | 62 | 67 | 0.2% |
| Q1 2020 | 192 | $3.4B | 110,039,505 | 31 | 54 | 63 | 0.1% |
| Q4 2019 | 194 | $2.5B | 79,951,751 | 31 | 64 | 72 | 0.4% |
| Q3 2019 | 219 | $2.5B | 81,135,086 | 30 | 78 | 74 | 1.0% |
| Q2 2019 | 258 | $4.8B | 80,004,824 | 27 | 89 | 80 | 0.6% |
| Q1 2019 | 279 | $4.9B | 78,233,695 | 29 | 101 | 100 | 0.5% |
| Q4 2018 | 276 | $4.4B | 78,489,781 | 5 | 6 | 6 | 0.2% |