Merit Medical Systems Ownership | Who Owns Merit Medical Systems?

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Merit Medical Systems Ownership Summary

Merit Medical Systems is owned by 104.33% institutional investors, 2.48% insiders. Blackrock is the largest institutional shareholder, holding 15.33% of MMSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in Merit Medical Systems shares.

MMSI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Merit Medical Systems	104.33%	2.48%	-6.81%
Sector	Healthcare Stocks	47.38%	7.99%	44.63%
Industry	Medical Instruments & Supplies Stocks	56.05%	10.80%	33.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.91M	15.33%	$766.15M
Vanguard group	6.57M	11.30%	$564.55M
William blair investment management	3.05M	5.25%	$262.44M
Conestoga capital advisors	2.25M	3.87%	$193.42M
State street	2.22M	3.81%	$190.52M
Macquarie group	1.75M	3.00%	$150.05M
Arrowmark colorado	1.67M	2.88%	$143.66M
Fuller & thaler asset management	1.55M	2.66%	$132.89M
Geode capital management	1.34M	2.30%	$115.18M
Dimensional fund advisors lp	1.31M	2.25%	$112.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhouse funds lllp	925.88K	4.00%	$79.58M
Conestoga capital advisors	2.25M	2.90%	$193.42M
Aristotle capital boston	794.60K	2.30%	$68.30M
Channing capital management	857.86K	2.02%	$73.73M
Arrowmark colorado	1.67M	1.71%	$143.66M
Emerald mutual fund advisers trust	307.49K	1.38%	$26.43M
Emerald advisers	359.15K	1.29%	$30.87M
Oberweis asset management inc/	193.84K	1.02%	$16.66M
Martin & co inc /tn/	44.56K	0.96%	$3.83M
Mesirow institutional investment management	119.21K	0.90%	$10.25M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	782.73K	0.01%	782.73K
Macquarie group	1.75M	0.17%	498.44K
Exoduspoint capital management, lp	528.90K	0.31%	376.77K
Goldman sachs group	327.74K	0.00%	201.75K
Nuveen asset management	408.47K	0.01%	181.86K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.91M	0.02%	-592.94K
Arrowmark colorado	1.67M	1.71%	-513.76K
Vanguard group	6.57M	0.01%	-256.09K
Rk capital management	-	-	-181.00K
Panagora asset management	99.32K	0.04%	-151.70K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	782.73K	0.01%	782.73K	$67.28M
F/m investments	146.01K	0.45%	146.01K	$12.55M
Nfj investment group	136.93K	0.36%	136.93K	$11.77M
Corebridge financial	33.23K	0.02%	33.23K	$2.86M
Mirae asset global etfs	32.28K	0.01%	32.28K	$2.77M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Financial gravity asset management	-1.00
Newbridge financial services group	-9.00
Innealta capital	-20.00
Silver oak securities	-22.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	323	3.53%	60,659,147	3.77%	104	1.03%	172	2.38%	101	-4.72%
Mar 31, 2024	312	7.59%	58,457,836	1.53%	100	1.02%	168	10.53%	106	10.42%
Dec 31, 2023	290	5.45%	57,577,040	4.41%	99	1.09%	152	20.63%	96	-17.24%
Sep 30, 2023	275	-12.42%	55,142,822	1.72%	95	1.08%	126	-24.55%	116	6.42%
Jun 30, 2023	314	9.41%	54,211,031	-1.03%	94	1.03%	167	10.60%	109	6.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.71M	6.36%	3.22K
Vanguard Total Stock Mkt Idx Inv	1.75M	3.00%	1.33K
iShares Russell 2000 ETF	1.48M	2.54%	-3.33K
Vanguard Small Cap Index	1.38M	2.38%	-12.05K
Conestoga Small Cap Investors	1.33M	2.28%	37.50K
FullerThaler Behavioral Small-Cap Equity	1.10M	1.88%	-
FullerThaler Behavioral Sm-Cp Eq R6	1.10M	1.88%	-
Delaware Small Cap Core I	889.12K	1.53%	-123.02K
Vanguard Institutional Extnd Mkt Idx Tr	874.36K	1.50%	-9.38K
Vanguard Explorer Inv	800.50K	1.37%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	Parra Raul Jr.	CFO AND TREASURER	Sell	$547.79K
Nov 05, 2024	Peterson Neil	CHIEF OPERATING OFFICER	Sell	$490.00K
Nov 05, 2024	Parra Raul Jr.	CFO AND TREASURER	Sell	$2.91M
Jun 28, 2024	Millner F. Ann	-	Sell	$1.05M
Jun 28, 2024	Millner F. Ann	-	Sell	$17.09K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q2	-	3
2024 Q1	-	6
2023 Q3	-	2
2023 Q2	-	-

MMSI Ownership FAQ

Who Owns Merit Medical Systems?

Merit Medical Systems shareholders are primarily institutional investors at 104.33%, followed by 2.48% insiders and -6.81% retail investors. The average institutional ownership in Merit Medical Systems's industry, Medical Instruments & Supplies Stocks, is 56.05%, which Merit Medical Systems exceeds.

Who owns the most shares of Merit Medical Systems?

Merit Medical Systems’s largest shareholders are Blackrock (8.91M shares, 15.33%), Vanguard group (6.57M shares, 11.30%), and William blair investment management (3.05M shares, 5.25%). Together, they hold 31.88% of Merit Medical Systems’s total shares outstanding.

Does Blackrock own Merit Medical Systems?

Yes, BlackRock owns 15.33% of Merit Medical Systems, totaling 8.91M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 766.15M$. In the last quarter, BlackRock decreased its holdings by -593K shares, a -6.24% change.

Who is Merit Medical Systems’s biggest shareholder by percentage of total assets invested?

Greenhouse funds lllp is Merit Medical Systems’s biggest shareholder by percentage of total assets invested, with 4.00% of its assets in 925.88K Merit Medical Systems shares, valued at 79.58M$.

Who is the top mutual fund holder of Merit Medical Systems shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Merit Medical Systems shares, with 6.36% of its total shares outstanding invested in 3.71M Merit Medical Systems shares.

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