Merit Medical Systems Ownership | Who Owns Merit Medical Systems?
Merit Medical Systems Ownership Summary
Merit Medical Systems is owned by 106.26% institutional investors, 2.44% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.90% of MMSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.08% of its assets in Merit Medical Systems shares.
MMSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Merit Medical Systems | 106.26% | 2.44% | -8.70% |
| Sector | Healthcare Stocks | 244.59% | 12.11% | -156.70% |
| Industry | Medical Instruments & Supplies Stocks | 63.80% | 11.77% | 24.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.46M | 15.90% | $656.27M |
| Blackrock | 8.91M | 15.33% | $766.15M |
| Vanguard group | 6.58M | 11.11% | $580.14M |
| Vanguard capital management | 2.59M | 4.35% | $179.62M |
| State street | 2.47M | 4.16% | $171.60M |
| Conestoga capital advisors | 1.98M | 3.33% | $137.28M |
| Geode capital management | 1.63M | 2.73% | $112.76M |
| Fuller & thaler asset management | 1.61M | 2.71% | $111.85M |
| Dimensional fund advisors lp | 1.46M | 2.45% | $101.16M |
| Macquarie management | 1.28M | 2.15% | $88.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhouse funds lllp | 1.07M | 3.80% | $74.34M |
| Tradelink capital | 4.46K | 3.04% | $309.00K |
| Conestoga capital advisors | 1.98M | 2.99% | $137.28M |
| Irenic capital management lp | 542.59K | 1.81% | $37.62M |
| Aristotle capital boston | 316.54K | 1.47% | $21.95M |
| Sg capital management | 243.50K | 1.39% | $16.88M |
| Pfm health sciences, lp | 197.04K | 1.17% | $13.66M |
| Thrive capital management | 69.35K | 0.91% | $4.81M |
| Mesirow institutional investment management | 113.44K | 0.84% | $10.97M |
| Peak retirement planning | 74.01K | 0.81% | $5.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 1.00M | 0.05% | 996.62K |
| Sixth street partners management company | 743.94K | 0.01% | 743.94K |
| Norges bank | 711.16K | 0.00% | 711.16K |
| Blackrock funding, inc. /de | 9.46M | 0.01% | 630.23K |
| Irenic capital management lp | 542.59K | 1.81% | 542.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.33M |
| Channing capital management | - | - | -681.79K |
| Blackrock | 8.91M | 0.02% | -592.94K |
| Point72 asset management | 203.74K | 0.02% | -538.20K |
| Fuller & thaler asset management | 1.61M | 0.30% | -502.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 743.94K | 0.01% | 743.94K | $51.58M |
| Norges bank | 711.16K | 0.00% | 711.16K | $49.31M |
| Irenic capital management lp | 542.59K | 1.81% | 542.59K | $37.62M |
| Sg capital management | 243.50K | 1.39% | 243.50K | $16.88M |
| J. goldman & co lp | 242.79K | 0.43% | 242.79K | $16.83M |
Sold Out
| Holder | Change |
|---|---|
| Truvestments capital | -1.00 |
| Financial gravity asset management | -1.00 |
| Tfo-tdc | -1.00 |
| New millennium group | -1.00 |
| Tfc financial management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 404 | - | 63,236,996 | 6.30% | 106 | 1.06% | 246 | 5.13% | 123 | -0.81% |
| Mar 31, 2026 | 390 | -1.52% | 58,583,540 | -5.82% | 98 | 0.90% | 227 | -2.58% | 118 | 0.85% |
| Dec 31, 2025 | 140 | -63.54% | 14,155,965 | -76.76% | 23 | 0.23% | 78 | -61.58% | 33 | -75.00% |
| Sep 30, 2025 | 164 | -55.91% | 16,874,569 | -71.63% | 28 | 0.28% | 81 | -56.91% | 52 | -60.00% |
| Jun 30, 2025 | 374 | -0.80% | 62,555,841 | 0.03% | 105 | 0.94% | 185 | -2.12% | 134 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.63M | 6.08% | -2.98K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.81M | 3.03% | 7.67K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.80M | 3.02% | -95.55K |
| Vanguard Total Stock Mkt Idx Inv | 1.80M | 3.02% | -95.55K |
| Vanguard US Total Market Shares ETF | 1.75M | 2.97% | 1.33K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.54M | 2.59% | 262.99K |
| FullerThaler Behavioral Small-Cap Equity | 1.54M | 2.59% | 262.99K |
| FullerThaler Beh Small-Cap Equity SMA | 1.54M | 2.59% | 262.99K |
| iShares Russell 2000 ETF | 1.52M | 2.55% | -27.07K |
| Vanguard Small Cap Index | 1.30M | 2.18% | 3.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 24, 2026 | Peterson Neil W. | CHIEF OPERATING OFFICER | Sell | $678.36K |
| Aug 04, 2026 | Peterson Neil W. | CHIEF OPERATING OFFICER | Sell | $1.82M |
| May 11, 2026 | Smith Christian Adam | Chief Commercial Officer | Buy | $99.19K |
| May 07, 2026 | Ward Lynne N. | - | Sell | $313.04K |
| May 07, 2026 | Lloyd Brian G. | CHIEF LEGAL OFFICER, SECRETARY | Buy | $125.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | 5 | 1 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | - | 2 |
MMSI Ownership FAQ
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