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MMSI — MERIT MED SYS INC

Reported value held$2.46B
Funds holding (latest)47
SectorHealth Care
Funds holding (Q2 2026)40
Institutional value$1.85B · 28.04M sh
New / Add / Cut / Exit3 / 21 / 15 / 3
Top-5 / Top-10 concentration54.1% / 70.4%
Institutional holdings change Accumulating +9.6% (+2.45M sh)
Institutional value change Up +7.9%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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