MMSI — MERIT MED SYS INC
As of Q2 2026, 40 SEC-registered investment managers reported holding MMSI (MERIT MED SYS INC) in their latest 13F filings, with a combined reported value of $1.85B across 28.04M shares. That is +9.6% by share count (+2.45M shares) versus the previous quarter, while reported value moved +7.9%. Ownership is concentrated: the five largest holders account for 54.1% of reported value and the top ten for 70.4%.
Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 15 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MMSI is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 9.46M | $656.27M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 6.58M | $580.14M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.63M | $112.76M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.36M | $94.06M | 0.01% | Add |
| Citigroup Inc history | Q2 2026 | 1.02M | $70.90M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.01M | $70.23M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 1.01M | $69.82M | 0.00% | Reduce |
| Maverick Capital history | Q2 2026 | 978.62K | $67.86M | 0.61% | Add |
| Citadel Advisors history | Q2 2026 | 921.46K | $63.89M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 743.94K | $51.58M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 711.16K | $49.31M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 709.27K | $49.18M | 0.01% | Add |
| MFS Investment Management history | Q2 2026 | 679.20K | $47.10M | 0.02% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 644.04K | $45.33M | 0.01% | New |
| Bank of America Corp history | Q2 2026 | 534.41K | $37.06M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 523.50K | $36.30M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 508.22K | $35.24M | 0.00% | Reduce |
| Manulife Financial history | Q2 2026 | 484.44K | $33.59M | 0.03% | Add |
| AQR Capital Management history | Q2 2026 | 464.20K | $32.19M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 434.69K | $30.14M | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 644.04K sh · $45.33M
- Arrowstreet Capital 88.25K sh · $6.12M
- Lazard Asset Management 1.48K sh · $102.62K
Fully Exited (vs previous quarter)
- Millennium Management sold 45.35K sh · $3.13M
- Janus Henderson Group sold 27.53K sh · $1.90M
- Farallon Capital Management sold 3.00K sh · $206.79K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.98M | 9.27M | 9.18M | 8.72M | 8.70M | 8.70M | 8.83M | 9.46M |
| Geode Capital Management | 871.26K | 925.31K | 911.96K | 948.68K | 1.02M | 1.05M | 1.10M | 1.14M | 1.19M | 1.25M | 1.29M | 1.34M | 1.36M | 1.36M | 1.40M | 1.44M | 1.45M | 1.45M | 1.51M | 1.63M |
| UBS Group AG | 582 | 20.82K | 6.09K | 365 | 2.96K | 9.89K | 28.27K | 45.42K | 16.45K | 37.07K | 1.07M | 1.03M | 1.03M | 1.42M | 1.61M | 1.28M | 1.22M | 1.26M | 1.20M | 1.36M |
| Citigroup Inc | 32.70K | 45.39K | 49.07K | 27.24K | 32.05K | 37.82K | 31.95K | 46.78K | 25.75K | 37.73K | 38.57K | 43.67K | 74.66K | 82.62K | 88.30K | 57.34K | 23.59K | 1.06M | 1.06M | 1.02M |
| Fidelity Management & Research (FMR) | 835 | 828 | 99.19K | 6.62K | 108.67K | 205.82K | 222.05K | 482.28K | 607.88K | 674.64K | 920.96K | 927.45K | 1.58M | 2.08M | 2.57M | 2.54M | 1.62M | 1.77M | 1.00M | 1.01M |
| Morgan Stanley | 237.01K | 302.60K | 210.82K | 434.23K | 419.55K | 875.58K | 897.27K | 1.07M | 921.02K | 1.27M | 1.03M | 1.14M | 1.16M | 1.08M | 1.02M | 1.00M | 969.87K | 1.14M | 1.26M | 1.01M |
| Maverick Capital | 15.88K | 2.00K | — | — | 5.10K | 5.61K | — | — | — | — | — | — | — | — | 1.27M | 1.38M | 1.61M | 486.17K | 714.08K | 978.62K |
| Citadel Advisors | 46.80K | 324.71K | 147.04K | 96.77K | 147.36K | 7.37K | 14.04K | 13.22K | 90.80K | 174.73K | 346.58K | 651.21K | 72.71K | 711.39K | 956.15K | 1.36M | 1.19M | 1.10M | 962.78K | 921.46K |
| Charles Schwab Investment Management | 496.25K | 502.40K | 492.13K | 491.07K | 552.16K | 556.61K | 561.11K | 605.17K | 641.97K | 652.63K | 666.84K | 673.22K | 727.34K | 748.56K | 737.65K | 697.62K | 667.40K | 672.22K | 675.45K | 743.94K |
| Norges Bank Investment Management | — | — | — | — | — | 533.88K | — | — | — | 502.43K | — | 782.73K | — | 688.98K | — | 574.42K | — | 861.78K | — | 711.16K |
| Northern Trust Corp | 589.91K | 583.54K | 567.94K | 590.75K | 603.31K | 678.98K | 678.02K | 707.75K | 719.72K | 713.74K | 679.60K | 663.95K | 665.45K | 750.94K | 728.53K | 720.32K | 711.02K | 680.24K | 681.85K | 709.27K |
| MFS Investment Management | 24.80K | 24.31K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 447.45K | 679.20K |
| JPMorgan Chase & Co | 89.74K | 107.98K | 136.21K | 145.27K | 135.19K | 121.93K | 67.20K | 242.79K | 216.43K | 228.48K | 417.58K | 310.30K | 575.95K | 454.04K | 892.46K | 852.20K | 917.12K | 769.68K | — | 644.04K |
| Bank of America Corp | 393.30K | 429.27K | 387.42K | 407.92K | 394.43K | 482.63K | 463.80K | 430.62K | 418.22K | 449.57K | 459.32K | 516.16K | 554.06K | 590.60K | 723.79K | 618.16K | 630.52K | 733.17K | 580.92K | 534.41K |
| Wells Fargo & Co | 203.02K | 89.79K | 69.62K | 30.12K | 23.20K | 29.93K | 48.10K | 66.79K | 44.91K | 46.07K | 421.87K | 384.55K | 348.06K | 370.07K | 335.94K | 392.19K | 460.24K | 529.40K | 491.18K | 523.50K |
| Goldman Sachs Group | 1.05M | 1.01M | 603.67K | 225.59K | 143.34K | 168.45K | 192.48K | 219.62K | 210.38K | 180.54K | 125.99K | 327.74K | 467.55K | 615.43K | 719.31K | 756.92K | 789.36K | 948.08K | 647.79K | 508.22K |
| Manulife Financial | 467.23K | 436.13K | 464.79K | 357.35K | 367.48K | 22.24K | 22.59K | 22.99K | 30.31K | 278.45K | 294.46K | 283.92K | 269.55K | 264.56K | 262.56K | 326.23K | 323.23K | 299.61K | 448.31K | 484.44K |
| AQR Capital Management | 26.17K | 28.41K | 41.55K | 32.01K | 43.28K | 18.68K | 18.72K | 17.75K | 10.20K | 7.91K | 8.11K | 11.04K | 13.25K | 15.25K | 16.36K | 14.16K | 20.93K | 24.76K | 24.99K | 464.20K |
| Two Sigma Investments | — | 101.49K | — | 8.22K | — | — | — | 50.41K | 22.25K | 48.32K | 162.08K | 248.16K | 370.74K | 278.84K | 546.57K | 673.21K | 341.78K | 379.74K | 111.07K | 434.69K |
| BNY Mellon | 587.83K | 582.80K | 589.90K | 589.10K | 950.73K | 910.56K | 834.42K | 629.63K | 696.58K | 745.28K | 505.18K | 514.54K | 448.64K | 439.26K | 425.82K | 428.08K | 413.76K | 401.70K | 383.78K | 760.58K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details