Merit Medical Systems Ownership 2024 | Who Owns Merit Medical Systems Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

104.27%

Insider Ownership

2.47%

Retail Ownership

-6.74%

Institutional Holders

318.00

Merit Medical Systems Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.33%0.02%8,913,961-592,942-6.24%766,154,933Jun 30, 2024
VANGUARD GROUP INC11.30%0.01%6,568,306-256,087-3.75%564,545,900Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5.25%0.69%3,053,46110,5120.35%262,444,973Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC3.87%2.90%2,250,36875,8853.49%193,419,130Jun 30, 2024
STATE STREET CORP3.81%0.01%2,216,603-25,555-1.14%190,517,028,000Jun 30, 2024
MACQUARIE GROUP LTD3.00%0.17%1,745,799498,44539.96%150,051,000Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC2.88%1.71%1,671,492-513,761-23.51%143,664,737Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.66%0.57%1,546,11886,6805.94%132,888,876Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.30%0.01%1,339,77547,1613.65%115,176,215Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.25%0.03%1,305,970-13,686-1.04%112,242,822Jun 30, 2024
INVESCO LTD.2.10%0.02%1,220,948-16,069-1.30%104,940,481Jun 30, 2024
MORGAN STANLEY1.96%0.01%1,141,106111,22210.80%98,078,162Jun 30, 2024
LOOMIS SAYLES & CO L P1.92%0.13%1,114,0502,8520.26%95,752,000Jun 30, 2024
ROYAL BANK OF CANADA1.63%0.02%947,6028,7300.93%81,447,000Jun 30, 2024
FMR LLC1.60%0.01%927,4476,4870.70%79,714,039Jun 30, 2024
GREENHOUSE FUNDS LLLP1.59%4.00%925,88465,0267.55%79,579,730Jun 30, 2024
UBS GROUP AG1.48%0.02%860,880--73,992,636Jun 30, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.48%2.02%857,86226,9263.24%73,733,239Jun 30, 2024
ARISTOTLE CAPITAL BOSTON, LLC1.37%2.30%794,603-58,709-6.88%68,296,086Jun 30, 2024
NORGES BANK1.35%0.01%782,733782,733100.00%67,275,901Jun 30, 2024

Merit Medical Systems's largest institutional shareholder is BLACKROCK INC., holding 15.33% of the company's total share outstanding, currently valued at $766.15M. The top 10 institutional shareholders own together 52.65% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RK CAPITAL MANAGEMENT, LLC0.31%4.17%181,000-49,200-21.37%15,556,950Jun 30, 2024
GREENHOUSE FUNDS LLLP1.59%4.00%925,88465,0267.55%79,579,730Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC3.87%2.90%2,250,36875,8853.49%193,419,130Jun 30, 2024
ARISTOTLE CAPITAL BOSTON, LLC1.37%2.30%794,603-58,709-6.88%68,296,086Jun 30, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.48%2.02%857,86226,9263.24%73,733,239Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC2.88%1.71%1,671,492-513,761-23.51%143,664,737Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.53%1.38%307,4873460.11%26,428,508Jun 30, 2024
EMERALD ADVISERS, LLC0.62%1.29%359,153-13,139-3.53%30,869,200Jun 30, 2024
POINT72 EUROPE (LONDON) LLP0.25%1.04%147,50091,400162.92%12,677,625Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/0.33%1.02%193,84037,35023.87%16,660,548Jun 30, 2024
MARTIN & CO INC /TN/0.08%0.96%44,564-95-0.21%3,830,276Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.20%0.90%119,213-11,574-8.85%10,246,357Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5.25%0.69%3,053,46110,5120.35%262,444,973Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.66%0.57%1,546,11886,6805.94%132,888,876Jun 30, 2024
F/M INVESTMENTS LLC0.25%0.45%146,014146,014100.00%12,550,281Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.38%5,279--453,730Jun 30, 2024
NFJ INVESTMENT GROUP, LLC0.24%0.36%136,931136,931100.00%11,769,219Jun 30, 2024
CONGRESS ASSET MANAGEMENT CO /MA0.99%0.35%574,44255,95710.79%49,373,318Jun 30, 2024
VIRTUS FUND ADVISERS, LLC0.00%0.35%1,018484.95%87,497Jun 30, 2024
BRYN MAWR TRUST CO0.17%0.33%100,463-1,729-1.69%8,634,828Jun 30, 2024

The largest Merit Medical Systems shareholder by % of total assets is RK CAPITAL MANAGEMENT, LLC. The company owns 181.00K shares of Merit Medical Systems (MMSI), representing 4.17% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.35%0.01%782,733782,733100.00%67,275,901Jun 30, 2024
MACQUARIE GROUP LTD3.00%0.17%1,745,799498,44539.96%150,051,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.91%0.31%528,900376,769247.66%45,459,000Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.1.09%0.14%634,613337,651113.70%54,544,989Jun 30, 2024
GOLDMAN SACHS GROUP INC0.56%0.00%327,740201,747160.13%28,169,235Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.70%0.01%408,469181,86080.25%35,107,911Jun 30, 2024
MAN GROUP PLC0.27%0.03%158,155158,155100.00%13,593,422Jun 30, 2024
F/M INVESTMENTS LLC0.25%0.45%146,014146,014100.00%12,550,281Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.63%0.04%368,194143,42363.81%31,646,274Jun 30, 2024
NFJ INVESTMENT GROUP, LLC0.24%0.36%136,931136,931100.00%11,769,219Jun 30, 2024
FRANKLIN RESOURCES INC0.67%0.01%391,221127,46348.33%33,625,445Jun 30, 2024
MORGAN STANLEY1.96%0.01%1,141,106111,22210.80%98,078,162Jun 30, 2024
POINT72 EUROPE (LONDON) LLP0.25%1.04%147,50091,400162.92%12,677,625Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.66%0.57%1,546,11886,6805.94%132,888,876Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.43%0.05%248,15986,07653.11%21,329,266Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.1.10%0.16%638,63784,06115.16%54,884,976Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC3.87%2.90%2,250,36875,8853.49%193,419,130Jun 30, 2024
MARSHALL WACE, LLP0.20%0.01%117,90774,605172.29%10,134,106Jun 30, 2024
GREENHOUSE FUNDS LLLP1.59%4.00%925,88465,0267.55%79,579,730Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.25%0.00%143,62163,47179.19%12,344,224Jun 30, 2024

As of Jun 30 2024, Merit Medical Systems's largest institutional buyer is NORGES BANK. The company purchased 782.73K stocks of MMSI, valued at $67.28M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.33%0.02%8,913,961-592,942-6.24%766,154,933Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC2.88%1.71%1,671,492-513,761-23.51%143,664,737Jun 30, 2024
VANGUARD GROUP INC11.30%0.01%6,568,306-256,087-3.75%564,545,900Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC0.17%0.04%99,316-151,698-60.43%8,536,210Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC1.33%0.31%772,058-108,269-12.30%66,358,385Jun 30, 2024
JPMORGAN CHASE & CO0.53%0.00%310,298-107,279-25.69%26,670,114Jun 30, 2024
AMERIPRISE FINANCIAL INC0.80%0.01%464,119-103,566-18.24%39,891,030Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----82,436-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----69,800-100.00%-Jun 30, 2024
ARISTOTLE CAPITAL BOSTON, LLC1.37%2.30%794,603-58,709-6.88%68,296,086Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.34%0.01%780,479-58,364-6.96%67,083,000Jun 30, 2024
EAGLE ASSET MANAGEMENT INC0.53%0.14%307,434-52,474-14.58%26,328,647Jun 30, 2024
RK CAPITAL MANAGEMENT, LLC0.31%4.17%181,000-49,200-21.37%15,556,950Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----40,200-100.00%-Jun 30, 2024
AMI ASSET MANAGEMENT CORP0.05%0.13%27,294-38,467-58.50%2,345,940Jun 30, 2024
WELLS FARGO & COMPANY/MN0.66%0.01%384,553-37,320-8.85%33,052,331Jun 30, 2024
TWINBEECH CAPITAL LP0.02%0.02%10,291-34,204-76.87%884,511Jun 30, 2024
UBS GROUP AG0.30%0.00%174,042-34,028-16.35%14,958,910Jun 30, 2024
BARCLAYS PLC0.05%0.00%27,804-33,374-54.55%2,390,000Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----33,306-100.00%-Jun 30, 2024

As of Jun 30 2024, Merit Medical Systems's biggest institutional seller is BLACKROCK INC.. The company sold -0.59M shares of MMSI, valued at $766.15M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.35%0.01%782,733782,733100.00%67,275,901Jun 30, 2024
F/M INVESTMENTS LLC0.25%0.45%146,014146,014100.00%12,550,281Jun 30, 2024
NFJ INVESTMENT GROUP, LLC0.24%0.36%136,931136,931100.00%11,769,219Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.02%33,23233,232100.00%2,856,290Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.06%0.01%32,28232,282100.00%2,774,638Jun 30, 2024
LINDEN ADVISORS LP0.04%0.02%25,91825,918100.00%2,227,652Jun 30, 2024
OPPENHEIMER & CO INC0.02%0.02%11,06611,066100.00%951,123Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.02%0.04%11,04311,043100.00%949,146Jun 30, 2024
TOROSO INVESTMENTS, LLC0.02%0.01%10,29410,294100.00%884,768Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.02%0.02%8,8008,800100.00%756,360Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%8,3708,370100.00%719,402Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.01%8,3348,334100.00%716,309Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.01%0.02%6,6006,600100.00%567,270Jun 30, 2024
NUMERAI GP LLC0.01%0.13%4,1444,144100.00%356,177Jun 30, 2024
ENVESTNET PORTFOLIO SOLUTIONS, INC.0.01%0.00%3,9263,926100.00%337,440Jun 30, 2024
PARK AVENUE SECURITIES LLC0.01%0.00%3,7683,768100.00%324,000Jun 30, 2024
BENJAMIN EDWARDS INC0.01%0.06%3,6233,623100.00%311,000Jun 30, 2024
ETHIC INC.0.01%0.01%3,5843,584100.00%308,045Jun 30, 2024
CHOREO, LLC0.01%0.00%3,3743,374100.00%288,949Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.01%0.02%3,0523,052100.00%262,319Jun 30, 2024
OLD NATIONAL BANCORP /IN/0.00%0.01%2,8542,854100.00%245,301Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.00%0.00%2,8052,805100.00%241,090Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.00%0.00%2,6292,629100.00%225,963Jun 30, 2024
PRUDENT MAN ADVISORS, LLC0.00%0.08%2,5362,536100.00%217,969Jun 30, 2024
TRAJAN WEALTH LLC0.00%0.01%2,3612,361100.00%202,928Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC0.00%0.04%1,0001,000100.00%85,950Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.00%0.00%900900100.00%76,768Jun 30, 2024
OPAL WEALTH ADVISORS, LLC0.00%0.01%333333100.00%28,622Jun 30, 2024
DT INVESTMENT PARTNERS, LLC0.00%0.00%195195100.00%16,761Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.00%0.00%175175100.00%15,000Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.00%113113100.00%10,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%102102100.00%8,767Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%9292100.00%7,908Jun 30, 2024
STEPHENS CONSULTING, LLC0.00%0.00%3636100.00%3,095Jun 30, 2024
MATHER GROUP, LLC.0.00%-3030100.00%2,273Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%2020100.00%1,719Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%2020100.00%1,719Jun 30, 2024
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC-0.00%1616100.00%1,376Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC-0.00%1010100.00%875Jun 30, 2024
LARSON FINANCIAL GROUP LLC--88100.00%688Jun 30, 2024

Merit Medical Systems's largest new institutional shareholder by number of shares is NORGES BANK, purchased 782.73K shares, valued at $67.28M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JEFFERIES FINANCIAL GROUP INC.----82,436-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----69,800-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----40,200-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----33,306-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----30,712-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----27,507-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----11,957-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----11,107-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----9,977-100.00%-Jun 30, 2024
JENNISON ASSOCIATES LLC----8,656-100.00%-Jun 30, 2024
XTX TOPCO LTD----5,872-100.00%-Jun 30, 2024
HRT FINANCIAL LP----5,279-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----5,151-100.00%-Jun 30, 2024
KAPITALO INVESTIMENTOS LTDA----4,808-100.00%-Jun 30, 2024
NEWEDGE ADVISORS, LLC----4,482-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----4,308-100.00%-Jun 30, 2024
ALPHAMARK ADVISORS, LLC----4,008-100.00%-Jun 30, 2024
NORDEN GROUP LLC----3,872-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----3,528-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----3,406-100.00%-Jun 30, 2024
ENTROPY TECHNOLOGIES, LP----3,314-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,989-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----2,717-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,191-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----658-100.00%-Jun 30, 2024
STATE OF WYOMING----506-100.00%-Jun 30, 2024
QUARRY LP----62-100.00%-Jun 30, 2024
BOKF, NA----30-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----25-100.00%-Jun 30, 2024
SILVER OAK SECURITIES, INCORPORATED----22-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----1-100.00%-Jun 30, 2024

Merit Medical Systems's largest sold out institutional shareholder by shares sold is JEFFERIES FINANCIAL GROUP INC., sold -82.44K shares, valued at -, as of undefined.

Merit Medical Systems Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Virtus Equity & Convertible Income Fund1.15%2,275,0002,275,000-Jan 31, 2024
CONESTOGA FUNDS1.14%1,436,20320,9751.48%Mar 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund1.13%2,685,0002,685,000-Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.96%1,950,0001,950,000-Jan 31, 2024
UNIFIED SERIES TRUST0.81%13,000,0001,000,0008.33%Mar 31, 2024
ALLIED ASSET ADVISORS FUNDS0.75%8,500--Feb 29, 2024
Virtus Convertible & Income Fund II0.64%2,425,0002,425,000-Jan 31, 2024
Virtus Convertible & Income Fund0.62%3,070,0003,070,000-Jan 31, 2024
ADVENT CONVERTIBLE & INCOME FUND0.54%1,849,0001,849,000-Jan 31, 2024
FIDELITY FINANCIAL TRUST0.33%5,903,0005,903,000-Feb 29, 2024
Ultimus Managers Trust0.26%3,050,0003,050,000-Jan 31, 2024
Emerge ETF Trust0.23%29841.36%Apr 28, 2023
MAINSTAY VP FUNDS TRUST0.21%25,905,0006,148,00031.12%Mar 31, 2024
MERIDIAN FUND INC0.19%454,62610,5322.37%Mar 28, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.19%621,63622,4443.75%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.15%4,500,000--Mar 31, 2024
OBERWEIS FUNDS0.14%146,80048,50049.34%Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.14%9,893--Sep 30, 2022
Capitol Series Trust0.13%1,261,47286,5007.36%Mar 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC0.13%100,000100,000-Dec 29, 2023
Gabelli Healthcare & WellnessRx Trust0.13%15,000--Dec 29, 2023
TETON WESTWOOD FUNDS0.12%75,00075,000-Dec 29, 2023
Virtus Strategy Trust0.11%2,335,000-10,195,000-81.36%Mar 28, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.11%26,041--Mar 31, 2024
MAINSTAY FUNDS0.10%23,436,00023,436,000-Jan 31, 2024
VANGUARD EXPLORER FUND0.09%1,152,026292,74834.07%Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.09%17,748-5,192-22.63%Mar 28, 2024
ALLSPRING VARIABLE TRUST0.09%56,600--Mar 31, 2024
Value Line Small Cap Opportunities Fund, Inc.0.09%27,200--Mar 31, 2024
Walthausen Funds0.09%3,030--Apr 30, 2023
Zacks Trust0.09%7,7797,779-Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.08%340,63238,96412.92%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.08%39,963--Mar 31, 2024
BANCROFT FUND LTD0.07%100,000100,000-Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD0.07%100,000100,000-Dec 29, 2023
Voya EQUITY TRUST0.06%95,255-10,814-10.20%Feb 29, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.06%15,227,00015,227,000-Feb 29, 2024
Voya VARIABLE PRODUCTS TRUST0.06%23,255-1,112-4.56%Mar 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.06%2,650,0002,650,000-Feb 29, 2024
EntrepreneurShares Series Trust0.05%14,350--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.05%58,463-7,835-11.82%Jan 31, 2024
Miller Investment Trust0.05%450,000450,000-Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%28,79990.03%Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.05%1,383--Mar 31, 2024
Humankind Benefit Corp0.04%954-59-5.82%Dec 31, 2023
ALGER FUNDS0.03%29,306--Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.03%10,497--Mar 31, 2024
Vericimetry Funds0.02%1,980--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.02%12,882-1,275-9.01%Feb 29, 2024
MFS SERIES TRUST I0.02%400,024--Feb 29, 2024
M FUND INC0.02%9,107--Mar 31, 2024
NEEDHAM FUNDS INC0.02%40,000--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.02%1,047,064-4,254-0.40%Feb 29, 2024
HOMESTEAD FUNDS INC0.02%92,058--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%99,697-3,875-3.74%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.02%383,058--Jan 31, 2024
Voya PARTNERS INC0.02%1,305,000--Mar 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.01%31,126--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%8,430-258-2.97%Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.01%9,7631,09012.57%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,799,398-817,808-14.56%Mar 31, 2024
VANGUARD HORIZON FUNDS0.01%244,932-156,038-38.92%Mar 31, 2024
abrdn Funds0.01%145,52827,43623.23%Jan 31, 2024
TIMOTHY PLAN0.01%47,809-41,155-46.26%Mar 31, 2024
SYNTAX ETF TRUST0.01%314--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.01%7,456--Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.01%28,100--Mar 31, 2024
MFS SERIES TRUST XIII0.01%668,913--Feb 29, 2024
ROYCE FUND0.01%54,700--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.01%13,655--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.01%17,048-5,885-25.66%Feb 29, 2024
JNL VARIABLE FUND LLC0.01%39,234-3,633-8.48%Mar 31, 2020
TIAA SEPARATE ACCOUNT VA 10.01%1,508--Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.01%203,362203,362-Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%269,0907000.26%Jan 31, 2024
Securian Funds Trust0.01%58,718--Mar 31, 2024
Natixis Funds Trust IV0.01%1,7901,317278.44%Jan 31, 2024
WILLIAM BLAIR FUNDS0.01%563,888-134,000-19.20%Mar 31, 2024
UBS FUNDS0.01%27,454--Mar 31, 2024
GABELLI EQUITY TRUST INC0.01%7,000--Dec 29, 2023
Ivy Variable Insurance Portfolios0.01%124,053--Mar 28, 2024
Fidelity Commonwealth Trust II0.01%35,519-2,765-7.22%Aug 31, 2023
Oaktree Diversified Income Fund Inc.0.01%17,0007,00070.00%Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.01%262,630-5,955-2.22%Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.00%20,712--Mar 28, 2024
Federated Hermes MDT Series0.00%11,472--Jan 31, 2024
KP Funds0.00%209,381-38,757-15.62%Sep 30, 2020
FIDELITY COMMONWEALTH TRUST0.00%14,3302171.54%Feb 29, 2024
HARBOR FUNDS0.00%100,000100,000-Jan 31, 2024
Bernstein Fund Inc0.00%36,550--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.00%125,551--Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%300,000287,7252343.99%Jan 31, 2024
World Funds Trust0.00%41,2684,30211.64%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.00%32,000--Feb 29, 2024
ARCHER INVESTMENT SERIES TRUST0.00%900--Feb 29, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%228,373-28,733-11.18%Jan 31, 2024
PFM Multi-Manager Series Trust0.00%2,194--Dec 31, 2023
John Hancock Exchange-Traded Fund Trust0.00%16,214-238-1.45%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%542,22117,5463.34%Feb 29, 2024
TOUCHSTONE STRATEGIC TRUST0.00%157,02422,05016.34%Mar 31, 2024

Merit Medical Systems's largest mutual fund holder by % of total assets is "Virtus Equity & Convertible Income Fund", owning 2.27M shares, compromising 1.15% of its total assets.

Merit Medical Systems Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 243182.58%
31 Mar, 243107.64%
31 Dec, 232885.11%
30 Sep, 23274-12.46%
30 Jun, 233139.44%
31 Mar, 232862.88%
31 Dec, 2227816.81%
30 Sep, 22238-7.39%
30 Jun, 22257-2.28%
31 Mar, 22263-1.13%
31 Dec, 212661.53%
30 Sep, 212628.26%
30 Jun, 212423.86%
31 Mar, 212331.75%
31 Dec, 202297.01%
30 Sep, 202142.88%
30 Jun, 202085.58%
31 Mar, 20197-2.96%
31 Dec, 19203-12.12%
30 Sep, 19231-11.49%
30 Jun, 19261-9.38%
31 Mar, 192881.05%
31 Dec, 1828512.20%
30 Sep, 182542.42%
30 Jun, 18248-2.36%
31 Mar, 1825414.93%
31 Dec, 17221-0.45%
30 Sep, 172228.29%
30 Jun, 172056.22%
31 Mar, 1719313.53%
31 Dec, 16170-7.10%
30 Sep, 16183-
30 Jun, 1618313.66%
31 Mar, 16161-1.83%
31 Dec, 15164-4.65%
30 Sep, 15172-
30 Jun, 151728.86%
31 Mar, 1515812.06%
31 Dec, 141413.68%
30 Sep, 14136-4.90%
30 Jun, 14143-0.69%
31 Mar, 141443.60%
31 Dec, 1313910.32%
30 Sep, 131265.00%
30 Jun, 13120140.00%
31 Mar, 1350-9.09%
31 Dec, 125510.00%
30 Sep, 1250-5.66%
30 Jun, 12531.92%
31 Mar, 1252-16.13%
31 Dec, 11621.64%
30 Sep, 1161-8.96%
30 Jun, 116736.73%
31 Mar, 114944.12%
31 Dec, 1034-20.93%
30 Sep, 104313.16%
30 Jun, 1038-5.00%
31 Mar, 1040-11.11%
31 Dec, 09452.27%
30 Sep, 0944-18.52%
30 Jun, 09545.88%
31 Mar, 0951-10.53%
31 Dec, 085721.28%
30 Sep, 084711.90%
30 Jun, 08425.00%
31 Mar, 084021.21%
31 Dec, 073326.92%
30 Sep, 0726-7.14%
30 Jun, 0728-9.68%
31 Mar, 0731-8.82%
31 Dec, 063436.00%
30 Sep, 0625-3.85%
30 Jun, 06268.33%
31 Mar, 06249.09%
31 Dec, 052210.00%
30 Sep, 0520-9.09%
30 Jun, 0522-18.52%
31 Mar, 052722.73%
31 Dec, 042210.00%
30 Sep, 0420-25.93%
30 Jun, 0427-6.90%
31 Mar, 042911.54%
31 Dec, 03264.00%
30 Sep, 032538.89%
30 Jun, 0318-5.26%
31 Mar, 031918.75%
31 Dec, 021623.08%
30 Sep, 0213-18.75%
30 Jun, 021645.45%
31 Mar, 0211175.00%
31 Dec, 014100.00%
30 Sep, 012100.00%
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
31 Mar, 001-
30 Sep, 991-50.00%
30 Jun, 992100.00%
31 Mar, 991-

As of 30 Jun 24, 318 institutions are holding Merit Medical Systems's shares, representing an increase of 2.58% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2460,622,3653.71%
31 Mar, 2458,455,9401.53%
31 Dec, 2357,575,6044.41%
30 Sep, 2355,141,8791.72%
30 Jun, 2354,210,025-1.03%
31 Mar, 2354,773,3141.39%
31 Dec, 2254,025,052-1.45%
30 Sep, 2254,818,5542.00%
30 Jun, 2253,745,4420.53%
31 Mar, 2253,459,589-0.89%
31 Dec, 2153,938,552-0.63%
30 Sep, 2154,278,1161.46%
30 Jun, 2153,496,714-1.25%
31 Mar, 2154,176,087-2.23%
31 Dec, 2055,414,2550.22%
30 Sep, 2055,292,632-3.20%
30 Jun, 2057,121,670-0.32%
31 Mar, 2057,304,633-2.26%
31 Dec, 1958,629,2737.95%
30 Sep, 1954,309,148-1.82%
30 Jun, 1955,313,4931.40%
31 Mar, 1954,552,1261.82%
31 Dec, 1853,575,6250.28%
30 Sep, 1853,425,68911.49%
30 Jun, 1847,919,7981.22%
31 Mar, 1847,341,037-1.28%
31 Dec, 1747,953,9223.67%
30 Sep, 1746,254,4402.07%
30 Jun, 1745,318,005-1.19%
31 Mar, 1745,861,89013.10%
31 Dec, 1640,551,5140.76%
30 Sep, 1640,244,1254.16%
30 Jun, 1638,636,865-1.71%
31 Mar, 1639,307,5420.20%
31 Dec, 1539,229,6330.44%
30 Sep, 1539,059,4450.20%
30 Jun, 1538,979,7392.77%
31 Mar, 1537,928,5272.41%
31 Dec, 1437,037,3751.87%
30 Sep, 1436,356,688-0.90%
30 Jun, 1436,688,3182.93%
31 Mar, 1435,643,7511.04%
31 Dec, 1335,276,432-0.56%
30 Sep, 1335,474,7811.68%
30 Jun, 1334,889,52099.95%
31 Mar, 1317,449,18030.95%
31 Dec, 1213,324,749-13.14%
30 Sep, 1215,341,207-15.61%
30 Jun, 1218,179,52440.42%
31 Mar, 1212,946,407-17.49%
31 Dec, 1115,691,42517.71%
30 Sep, 1113,330,190-5.55%
30 Jun, 1114,113,92191.69%
31 Mar, 117,362,82375.18%
31 Dec, 104,202,987-32.97%
30 Sep, 106,270,30221.48%
30 Jun, 105,161,5397.39%
31 Mar, 104,806,351-33.35%
31 Dec, 097,210,81425.77%
30 Sep, 095,733,179-23.96%
30 Jun, 097,539,86029.67%
31 Mar, 095,814,463-31.58%
31 Dec, 088,497,92332.23%
30 Sep, 086,426,45673.47%
30 Jun, 083,704,582-2.54%
31 Mar, 083,801,2635.38%
31 Dec, 073,607,332-37.64%
30 Sep, 075,784,944-16.16%
30 Jun, 076,899,967122.91%
31 Mar, 073,095,390-57.84%
31 Dec, 067,341,650-6.99%
30 Sep, 067,893,3106.27%
30 Jun, 067,427,317176.43%
31 Mar, 062,686,845-11.54%
31 Dec, 053,037,327-53.94%
30 Sep, 056,594,295-6.79%
30 Jun, 057,074,74617.31%
31 Mar, 056,030,991-84.36%
31 Dec, 0438,565,867660.90%
30 Sep, 045,068,447-86.18%
30 Jun, 0436,663,438787.91%
31 Mar, 044,129,17536.54%
31 Dec, 033,024,05030.20%
30 Sep, 032,322,5595.53%
30 Jun, 032,200,89612.43%
31 Mar, 031,957,510-1.64%
31 Dec, 021,990,19056.06%
30 Sep, 021,275,236-8.09%
30 Jun, 021,387,435-16.14%
31 Mar, 021,654,457140.51%
31 Dec, 01687,888-1.84%
30 Sep, 01700,814800.79%
30 Jun, 0177,8001.30%
31 Mar, 0176,80020.94%
31 Dec, 0063,500-52.15%
30 Sep, 00132,700-
31 Mar, 00256,800-
30 Sep, 9999,792-74.54%
30 Jun, 99391,902224.14%
31 Mar, 99120,906-

Merit Medical Systems (MMSI) has 60.62M shares outstanding as of 30 Jun 24, up 3.71% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 24104.27%1.02%
31 Mar, 24100.86%1.02%
31 Dec, 2399.62%1.09%
30 Sep, 2395.60%1.08%
30 Jun, 2394.22%1.03%
31 Mar, 2395.50%1.07%
31 Dec, 2294.62%1.02%
30 Sep, 2296.45%1.07%
30 Jun, 2294.80%1.06%
31 Mar, 2294.46%1.02%
31 Dec, 2196.07%1.03%
30 Sep, 2196.41%1.06%
30 Jun, 2195.43%1.01%
31 Mar, 2197.23%0.97%
31 Dec, 2099.96%1.01%
30 Sep, 2099.62%0.94%
30 Jun, 20103.10%0.87%
31 Mar, 20109.01%0.96%
31 Dec, 19106.45%1.10%
30 Sep, 1998.47%0.97%
30 Jun, 19100.54%1.02%
31 Mar, 1999.34%0.95%
31 Dec, 18102.50%1.03%
30 Sep, 1899.99%1.11%
30 Jun, 1894.94%1.07%
31 Mar, 1894.16%0.98%
31 Dec, 1798.26%1.16%
30 Sep, 1792.23%1.12%
30 Jun, 1790.71%0.87%
31 Mar, 17102.30%1.24%
31 Dec, 1690.92%1.11%
30 Sep, 1690.54%1.19%
30 Jun, 1687.20%1.11%
31 Mar, 1688.78%1.12%
31 Dec, 1589.09%1.14%
30 Sep, 1588.44%1.13%
30 Jun, 1588.48%1.17%
31 Mar, 1586.79%1.19%
31 Dec, 1485.32%1.21%
30 Sep, 1484.10%1.16%
30 Jun, 1485.20%1.23%
31 Mar, 1483.15%1.21%
31 Dec, 1382.79%1.19%
30 Sep, 1383.28%1.24%
30 Jun, 1381.97%4.87%
31 Mar, 1341.04%4.16%
31 Dec, 1231.40%2.38%
30 Sep, 1236.35%1.94%
30 Jun, 1243.24%4.55%
31 Mar, 1230.83%1.91%
31 Dec, 1140.15%3.97%
30 Sep, 1131.81%2.16%
30 Jun, 1138.35%5.74%
31 Mar, 1125.86%11.67%
31 Dec, 1014.89%3.02%
30 Sep, 1022.21%6.63%
30 Jun, 1018.31%6.29%
31 Mar, 1017.06%2.57%
31 Dec, 0925.74%6.13%
30 Sep, 0920.50%2.81%
30 Jun, 0927.00%6.29%
31 Mar, 0920.72%2.21%
31 Dec, 0830.60%5.77%
30 Sep, 0823.03%12.79%
30 Jun, 0813.42%7.02%
31 Mar, 0813.83%7.99%
31 Dec, 0713.15%2.93%
30 Sep, 0721.17%3.42%
30 Jun, 0724.89%19.86%
31 Mar, 0711.19%1.55%
31 Dec, 0626.86%3.23%
30 Sep, 0628.85%3.89%
30 Jun, 0627.25%27.91%
31 Mar, 069.88%7.72%
31 Dec, 0511.31%1.90%
30 Sep, 0524.42%3.48%
30 Jun, 0526.47%5.11%
31 Mar, 0522.75%0.11%
31 Dec, 04146.63%39.72%
30 Sep, 0419.21%0.10%
30 Jun, 04139.40%55.51%
31 Mar, 0415.85%11.05%
31 Dec, 0311.98%8.13%
30 Sep, 0312.14%24.86%
30 Jun, 036.99%17.85%
31 Mar, 036.26%14.32%
31 Dec, 026.61%37.69%
30 Sep, 024.19%19.68%
30 Jun, 024.61%14.97%
31 Mar, 025.55%93.08%
31 Dec, 012.44%40.75%
30 Sep, 012.45%3039.08%
30 Jun, 010.28%352.43%
31 Mar, 010.28%506.85%
31 Dec, 000.24%97.74%
30 Sep, 000.49%-
31 Mar, 000.97%-
30 Sep, 990.38%19.25%
30 Jun, 991.41%654.49%
31 Mar, 990.46%-

As of 30 Jun 24, Merit Medical Systems is held by 104.27% institutional shareholders, representing a 1.02% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241712.40%
31 Mar, 2416711.33%
31 Dec, 2315019.05%
30 Sep, 23126-24.10%
30 Jun, 2316610.67%
31 Mar, 231500.67%
31 Dec, 2214911.19%
30 Sep, 22134-2.19%
30 Jun, 221370.74%
31 Mar, 22136-8.72%
31 Dec, 2114925.21%
30 Sep, 211197.21%
30 Jun, 2111111.00%
31 Mar, 21100-9.09%
31 Dec, 2011026.44%
30 Sep, 2087-11.22%
30 Jun, 209812.64%
31 Mar, 2087-17.14%
31 Dec, 19105-7.08%
30 Sep, 19113-8.87%
30 Jun, 19124-13.29%
31 Mar, 191433.62%
31 Dec, 181387.81%
30 Sep, 1812818.52%
30 Jun, 18108-22.86%
31 Mar, 1814022.81%
31 Dec, 17114-5.79%
30 Sep, 171211.68%
30 Jun, 171199.17%
31 Mar, 1710945.33%
31 Dec, 1675-10.71%
30 Sep, 1684-15.15%
30 Jun, 169923.75%
31 Mar, 1680-10.11%
31 Dec, 1589-8.25%
30 Sep, 1597-8.49%
30 Jun, 151069.28%
31 Mar, 159753.97%
31 Dec, 1463-
30 Sep, 1463-12.50%
30 Jun, 14722.86%
31 Mar, 1470-11.39%
31 Dec, 137919.70%
30 Sep, 1366-32.65%
30 Jun, 1398226.67%
31 Mar, 1330-6.25%
31 Dec, 123214.29%
30 Sep, 1228-3.45%
30 Jun, 122911.54%
31 Mar, 1226-27.78%
31 Dec, 1136-7.69%
30 Sep, 1139-35.00%
30 Jun, 116071.43%
31 Mar, 113594.44%
31 Dec, 1018-18.18%
30 Sep, 1022-
30 Jun, 102229.41%
31 Mar, 1017-29.17%
31 Dec, 092441.18%
30 Sep, 0917-39.29%
30 Jun, 0928-3.45%
31 Mar, 0929-3.33%
31 Dec, 08307.14%
30 Sep, 0828-
30 Jun, 08283.70%
31 Mar, 082717.39%
31 Dec, 072327.78%
30 Sep, 0718-
30 Jun, 0718-5.26%
31 Mar, 0719-5.00%
31 Dec, 062066.67%
30 Sep, 0612-33.33%
30 Jun, 061820.00%
31 Mar, 061525.00%
31 Dec, 051233.33%
30 Sep, 059-40.00%
30 Jun, 0515-
31 Mar, 05157.14%
31 Dec, 04147.69%
30 Sep, 0413-31.58%
30 Jun, 0419-13.64%
31 Mar, 0422-12.00%
31 Dec, 03258.70%
30 Sep, 0323109.09%
30 Jun, 031122.22%
31 Mar, 039-10.00%
31 Dec, 021011.11%
30 Sep, 029-30.77%
30 Jun, 021330.00%
31 Mar, 0210150.00%
31 Dec, 014100.00%
30 Sep, 012100.00%
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
31 Mar, 001-
30 Sep, 99--100.00%
30 Jun, 991-
31 Mar, 991-

171 institutional shareholders have increased their position in MMSI stock as of 30 Jun 24 compared to 167 in the previous quarter (a 2.40% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24101-4.72%
31 Mar, 2410610.42%
31 Dec, 2396-16.52%
30 Sep, 231155.50%
30 Jun, 231096.86%
31 Mar, 231023.03%
31 Dec, 229939.44%
30 Sep, 2271-21.98%
30 Jun, 2291-4.21%
31 Mar, 229523.38%
31 Dec, 2177-8.33%
30 Sep, 21843.70%
30 Jun, 2181-17.35%
31 Mar, 219813.95%
31 Dec, 20863.61%
30 Sep, 208313.70%
30 Jun, 20738.96%
31 Mar, 2067-5.63%
31 Dec, 1971-4.05%
30 Sep, 1974-15.91%
30 Jun, 1988-12.00%
31 Mar, 19100-1.96%
31 Dec, 1810217.24%
30 Sep, 1887-5.43%
30 Jun, 189215.00%
31 Mar, 18802.56%
31 Dec, 1778-
30 Sep, 177832.20%
30 Jun, 1759-1.67%
31 Mar, 1760-10.45%
31 Dec, 1667-11.84%
30 Sep, 167649.02%
30 Jun, 1651-13.56%
31 Mar, 165913.46%
31 Dec, 1552-10.34%
30 Sep, 155826.09%
30 Jun, 154624.32%
31 Mar, 1537-19.57%
31 Dec, 14462.22%
30 Sep, 1445-2.17%
30 Jun, 1446-2.13%
31 Mar, 144730.56%
31 Dec, 1336-10.00%
30 Sep, 1340300.00%
30 Jun, 1310-9.09%
31 Mar, 1311-21.43%
31 Dec, 121416.67%
30 Sep, 1212-29.41%
30 Jun, 1217-15.00%
31 Mar, 122066.67%
31 Dec, 1112-7.69%
30 Sep, 111385.71%
30 Jun, 117-12.50%
31 Mar, 118-20.00%
31 Dec, 101011.11%
30 Sep, 10912.50%
30 Jun, 108-46.67%
31 Mar, 10157.14%
31 Dec, 0914-39.13%
30 Sep, 092335.29%
30 Jun, 091721.43%
31 Mar, 0914-30.00%
31 Dec, 082081.82%
30 Sep, 081137.50%
30 Jun, 088-
31 Mar, 08860.00%
31 Dec, 07525.00%
30 Sep, 074-33.33%
30 Jun, 076100.00%
31 Mar, 073-57.14%
31 Dec, 067-
30 Sep, 06775.00%
30 Jun, 064-20.00%
31 Mar, 065-
31 Dec, 055-28.57%
30 Sep, 05740.00%
30 Jun, 055-44.44%
31 Mar, 05980.00%
31 Dec, 04525.00%
30 Sep, 044-
30 Jun, 044100.00%
31 Mar, 042100.00%
31 Dec, 031-50.00%
30 Sep, 032-33.33%
30 Jun, 033-25.00%
31 Mar, 03433.33%
31 Dec, 023-
30 Sep, 023-
30 Jun, 023200.00%
31 Mar, 021-
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--
31 Dec, 00--
30 Sep, 00--
31 Mar, 00--
30 Sep, 991-
30 Jun, 991-
31 Mar, 99--

101 institutional shareholders have reduced their position in MMSI stock as of 30 Jun 24 compared to 106 in the previous quarter (a -4.72% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243182.58%60,622,3653.71%104.27%1.02%1712.40%101-4.72%
31 Mar, 243107.64%58,455,9401.53%100.86%1.02%16711.33%10610.42%
31 Dec, 232885.11%57,575,6044.41%99.62%1.09%15019.05%96-16.52%
30 Sep, 23274-12.46%55,141,8791.72%95.60%1.08%126-24.10%1155.50%
30 Jun, 233139.44%54,210,025-1.03%94.22%1.03%16610.67%1096.86%
31 Mar, 232862.88%54,773,3141.39%95.50%1.07%1500.67%1023.03%
31 Dec, 2227816.81%54,025,052-1.45%94.62%1.02%14911.19%9939.44%
30 Sep, 22238-7.39%54,818,5542.00%96.45%1.07%134-2.19%71-21.98%
30 Jun, 22257-2.28%53,745,4420.53%94.80%1.06%1370.74%91-4.21%
31 Mar, 22263-1.13%53,459,589-0.89%94.46%1.02%136-8.72%9523.38%
31 Dec, 212661.53%53,938,552-0.63%96.07%1.03%14925.21%77-8.33%
30 Sep, 212628.26%54,278,1161.46%96.41%1.06%1197.21%843.70%
30 Jun, 212423.86%53,496,714-1.25%95.43%1.01%11111.00%81-17.35%
31 Mar, 212331.75%54,176,087-2.23%97.23%0.97%100-9.09%9813.95%
31 Dec, 202297.01%55,414,2550.22%99.96%1.01%11026.44%863.61%
30 Sep, 202142.88%55,292,632-3.20%99.62%0.94%87-11.22%8313.70%
30 Jun, 202085.58%57,121,670-0.32%103.10%0.87%9812.64%738.96%
31 Mar, 20197-2.96%57,304,633-2.26%109.01%0.96%87-17.14%67-5.63%
31 Dec, 19203-12.12%58,629,2737.95%106.45%1.10%105-7.08%71-4.05%
30 Sep, 19231-11.49%54,309,148-1.82%98.47%0.97%113-8.87%74-15.91%
30 Jun, 19261-9.38%55,313,4931.40%100.54%1.02%124-13.29%88-12.00%
31 Mar, 192881.05%54,552,1261.82%99.34%0.95%1433.62%100-1.96%
31 Dec, 1828512.20%53,575,6250.28%102.50%1.03%1387.81%10217.24%
30 Sep, 182542.42%53,425,68911.49%99.99%1.11%12818.52%87-5.43%
30 Jun, 18248-2.36%47,919,7981.22%94.94%1.07%108-22.86%9215.00%
31 Mar, 1825414.93%47,341,037-1.28%94.16%0.98%14022.81%802.56%
31 Dec, 17221-0.45%47,953,9223.67%98.26%1.16%114-5.79%78-
30 Sep, 172228.29%46,254,4402.07%92.23%1.12%1211.68%7832.20%
30 Jun, 172056.22%45,318,005-1.19%90.71%0.87%1199.17%59-1.67%
31 Mar, 1719313.53%45,861,89013.10%102.30%1.24%10945.33%60-10.45%
31 Dec, 16170-7.10%40,551,5140.76%90.92%1.11%75-10.71%67-11.84%
30 Sep, 16183-40,244,1254.16%90.54%1.19%84-15.15%7649.02%
30 Jun, 1618313.66%38,636,865-1.71%87.20%1.11%9923.75%51-13.56%
31 Mar, 16161-1.83%39,307,5420.20%88.78%1.12%80-10.11%5913.46%
31 Dec, 15164-4.65%39,229,6330.44%89.09%1.14%89-8.25%52-10.34%
30 Sep, 15172-39,059,4450.20%88.44%1.13%97-8.49%5826.09%
30 Jun, 151728.86%38,979,7392.77%88.48%1.17%1069.28%4624.32%
31 Mar, 1515812.06%37,928,5272.41%86.79%1.19%9753.97%37-19.57%
31 Dec, 141413.68%37,037,3751.87%85.32%1.21%63-462.22%
30 Sep, 14136-4.90%36,356,688-0.90%84.10%1.16%63-12.50%45-2.17%
30 Jun, 14143-0.69%36,688,3182.93%85.20%1.23%722.86%46-2.13%
31 Mar, 141443.60%35,643,7511.04%83.15%1.21%70-11.39%4730.56%
31 Dec, 1313910.32%35,276,432-0.56%82.79%1.19%7919.70%36-10.00%
30 Sep, 131265.00%35,474,7811.68%83.28%1.24%66-32.65%40300.00%
30 Jun, 13120140.00%34,889,52099.95%81.97%4.87%98226.67%10-9.09%
31 Mar, 1350-9.09%17,449,18030.95%41.04%4.16%30-6.25%11-21.43%
31 Dec, 125510.00%13,324,749-13.14%31.40%2.38%3214.29%1416.67%
30 Sep, 1250-5.66%15,341,207-15.61%36.35%1.94%28-3.45%12-29.41%
30 Jun, 12531.92%18,179,52440.42%43.24%4.55%2911.54%17-15.00%
31 Mar, 1252-16.13%12,946,407-17.49%30.83%1.91%26-27.78%2066.67%
31 Dec, 11621.64%15,691,42517.71%40.15%3.97%36-7.69%12-7.69%
30 Sep, 1161-8.96%13,330,190-5.55%31.81%2.16%39-35.00%1385.71%
30 Jun, 116736.73%14,113,92191.69%38.35%5.74%6071.43%7-12.50%
31 Mar, 114944.12%7,362,82375.18%25.86%11.67%3594.44%8-20.00%
31 Dec, 1034-20.93%4,202,987-32.97%14.89%3.02%18-18.18%1011.11%
30 Sep, 104313.16%6,270,30221.48%22.21%6.63%22-912.50%
30 Jun, 1038-5.00%5,161,5397.39%18.31%6.29%2229.41%8-46.67%
31 Mar, 1040-11.11%4,806,351-33.35%17.06%2.57%17-29.17%157.14%
31 Dec, 09452.27%7,210,81425.77%25.74%6.13%2441.18%14-39.13%
30 Sep, 0944-18.52%5,733,179-23.96%20.50%2.81%17-39.29%2335.29%
30 Jun, 09545.88%7,539,86029.67%27.00%6.29%28-3.45%1721.43%
31 Mar, 0951-10.53%5,814,463-31.58%20.72%2.21%29-3.33%14-30.00%
31 Dec, 085721.28%8,497,92332.23%30.60%5.77%307.14%2081.82%
30 Sep, 084711.90%6,426,45673.47%23.03%12.79%28-1137.50%
30 Jun, 08425.00%3,704,582-2.54%13.42%7.02%283.70%8-
31 Mar, 084021.21%3,801,2635.38%13.83%7.99%2717.39%860.00%
31 Dec, 073326.92%3,607,332-37.64%13.15%2.93%2327.78%525.00%
30 Sep, 0726-7.14%5,784,944-16.16%21.17%3.42%18-4-33.33%
30 Jun, 0728-9.68%6,899,967122.91%24.89%19.86%18-5.26%6100.00%
31 Mar, 0731-8.82%3,095,390-57.84%11.19%1.55%19-5.00%3-57.14%
31 Dec, 063436.00%7,341,650-6.99%26.86%3.23%2066.67%7-
30 Sep, 0625-3.85%7,893,3106.27%28.85%3.89%12-33.33%775.00%
30 Jun, 06268.33%7,427,317176.43%27.25%27.91%1820.00%4-20.00%
31 Mar, 06249.09%2,686,845-11.54%9.88%7.72%1525.00%5-
31 Dec, 052210.00%3,037,327-53.94%11.31%1.90%1233.33%5-28.57%
30 Sep, 0520-9.09%6,594,295-6.79%24.42%3.48%9-40.00%740.00%
30 Jun, 0522-18.52%7,074,74617.31%26.47%5.11%15-5-44.44%
31 Mar, 052722.73%6,030,991-84.36%22.75%0.11%157.14%980.00%
31 Dec, 042210.00%38,565,867660.90%146.63%39.72%147.69%525.00%
30 Sep, 0420-25.93%5,068,447-86.18%19.21%0.10%13-31.58%4-
30 Jun, 0427-6.90%36,663,438787.91%139.40%55.51%19-13.64%4100.00%
31 Mar, 042911.54%4,129,17536.54%15.85%11.05%22-12.00%2100.00%
31 Dec, 03264.00%3,024,05030.20%11.98%8.13%258.70%1-50.00%
30 Sep, 032538.89%2,322,5595.53%12.14%24.86%23109.09%2-33.33%
30 Jun, 0318-5.26%2,200,89612.43%6.99%17.85%1122.22%3-25.00%
31 Mar, 031918.75%1,957,510-1.64%6.26%14.32%9-10.00%433.33%
31 Dec, 021623.08%1,990,19056.06%6.61%37.69%1011.11%3-
30 Sep, 0213-18.75%1,275,236-8.09%4.19%19.68%9-30.77%3-
30 Jun, 021645.45%1,387,435-16.14%4.61%14.97%1330.00%3200.00%
31 Mar, 0211175.00%1,654,457140.51%5.55%93.08%10150.00%1-
31 Dec, 014100.00%687,888-1.84%2.44%40.75%4100.00%--
30 Sep, 012100.00%700,814800.79%2.45%3039.08%2100.00%--
30 Jun, 011-77,8001.30%0.28%352.43%1---
31 Mar, 011-76,80020.94%0.28%506.85%1---
31 Dec, 001-63,500-52.15%0.24%97.74%1---
30 Sep, 001-132,700-0.49%-1---
31 Mar, 001-256,800-0.97%-1---
30 Sep, 991-50.00%99,792-74.54%0.38%19.25%--100.00%1-
30 Jun, 992100.00%391,902224.14%1.41%654.49%1-1-
31 Mar, 991-120,906-0.46%-1---

Merit Medical Systems Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Millner F. Anndirector-S-SaleSell12,299$85.00$1.05M32,592
Jul 02, 2024Millner F. Anndirector-S-SaleSell201$85.00$17.09K32,391
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERS-SaleSell7,500$81.85$613.85K14,819
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell301$74.52$22.43K18,186
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell6,179$73.92$456.75K12,007

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Millner F. Anndirector-S-SaleSell12,299$85.00$1.05M32,592
Jul 02, 2024Millner F. Anndirector-S-SaleSell201$85.00$17.09K32,391
Jul 02, 2024Millner F. Anndirector-M-ExemptSell12,500$50.50$631.25K12,500
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERS-SaleSell7,500$81.85$613.85K14,819
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERM-ExemptSell7,500$44.80$336.00K-
Mar 15, 2024Lloyd Brian G.officer CHIEF LEGAL OFFICER, SECRETARYG-GiftSell1,180--24,602
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell301$74.52$22.43K18,186
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell6,179$73.92$456.75K12,007

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Millner F. Anndirector-M-ExemptBuy12,500$50.50$631.25K44,891
Jul 02, 2024Millner F. Anndirector-S-SaleSell12,299$85.00$1.05M32,592
Jul 02, 2024Millner F. Anndirector-S-SaleSell201$85.00$17.09K32,391
Jul 02, 2024Millner F. Anndirector-M-ExemptSell12,500$50.50$631.25K12,500
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERM-ExemptBuy7,500$44.80$336.00K22,319
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERS-SaleSell7,500$81.85$613.85K14,819
Jun 12, 2024Peterson Neilofficer CHIEF OPERATING OFFICERM-ExemptSell7,500$44.80$336.00K-
May 20, 2024MCDONNELL MICHAEL Rdirector-A-AwardBuy2,431--7,743
May 20, 2024Evans Stephen C.director-A-AwardBuy2,431--9,657
May 20, 2024Carpenter Lonny Jdirector-A-AwardBuy2,431--15,215
May 20, 2024Gunderson Thomas Jamesdirector-A-AwardBuy2,431--21,688
May 20, 2024Floyd Daviddirector-A-AwardBuy2,431--8,881
May 20, 2024Millner F. Anndirector-A-AwardBuy2,431--32,391
May 20, 2024Perez Silviadirector-A-AwardBuy2,431--2,431
May 20, 2024Ward Lynnedirector-A-AwardBuy2,431--10,657
May 20, 2024Kaiser Laura S.director-A-AwardBuy2,431--7,743
May 20, 2024Perez Silvia-Buy----
Mar 15, 2024Lloyd Brian G.officer CHIEF LEGAL OFFICER, SECRETARYG-GiftSell1,180--24,602
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell301$74.52$22.43K18,186
Mar 13, 2024Parra Raul Jr.officer CFO AND TREASURERS-SaleSell6,179$73.92$456.75K12,007

The last insider sell of Merit Medical Systems's stock was made by Millner F. Ann on Jul 02 2024, selling 12,299 shares at $85.00 per share (valued at $1.05M).

Merit Medical Systems Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024102500.00%
Q1 2024151788.24%
Q3 20234850.00%
Q2 202310--
Q1 2023162369.57%
Q4 20221250.00%
Q3 202272330.43%
Q2 2022103333.33%
Q1 2022116183.33%
Q4 2021---
Q3 202161540.00%
Q2 2021202290.91%
Q1 2021192095.00%
Q4 2020---
Q3 20201--
Q2 20201211109.09%
Q1 20202114150.00%
Q4 201922100.00%
Q3 2019101566.67%
Q2 2019206333.33%

10 total buy trades, and 2 total sell trades (buy/sell ratio of 5.00%) were made by Merit Medical Systems's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024-6-
Q3 2023-2-
Q2 2023---
Q1 2023-10-
Q4 2022---
Q3 2022-7-
Q2 2022-1-
Q1 2022---
Q4 2021---
Q3 2021-7-
Q2 2021-8-
Q1 2021-7-
Q4 2020---
Q3 20201--
Q2 2020-4-
Q1 2020-4-
Q4 20191--
Q3 20191616.67%
Q2 2019-3-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Merit Medical Systems's stocks.

Merit Medical Systems Peer Ownership


TickerCompany
XRAYDENTSPLY SIRONA Inc.
COOThe Cooper Companies, Inc.
WSTWest Pharmaceutical Services, Inc.
ALCAlcon Inc.
RMDResMed Inc.
NVSTEnvista Holdings Corporation
ANGOAngioDynamics, Inc.
HAEHaemonetics Corporation
ICUIICU Medical, Inc.
ATRAptarGroup, Inc.
TFXTeleflex Incorporated

MMSI Ownership FAQ


Merit Medical Systems is owned by institutional shareholders (104.27%), insiders (2.47%), and public (-6.74%). The largest institutional shareholder of Merit Medical Systems is BLACKROCK INC. (15.33% of total shares) and the top mutual fund owner is Virtus Equity & Convertible Income Fund (1.15% of total shares).

Merit Medical Systems's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, CONESTOGA CAPITAL ADVISORS, LLC, and STATE STREET CORP. The top five shareholders own together 39.57% of the company's share outstanding.

As of Jun 2024, there are 318 institutional shareholders of Merit Medical Systems.

BLACKROCK INC owns 8.91M shares of Merit Medical Systems, representing 15.33% of the company's total shares outstanding, valued at $766.15M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 6.57M shares of Merit Medical Systems (MMSI), compromising 11.30% of the company, valued at $564.55M.

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is the third largest holder of Merit Medical Systems. The company owns 3.05M of the company's shares outstanding (worth $262.44M).