Merit Medical Systems Ownership | Who Owns Merit Medical Systems?
Merit Medical Systems Ownership Summary
Merit Medical Systems is owned by 98.72% institutional investors, 2.40% 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 6.06% of its assets in Merit Medical Systems shares.
MMSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Merit Medical Systems | 98.72% | 2.40% | -1.12% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Medical Instruments & Supplies Stocks | 35.51% | 13.37% | 51.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.91M | 15.33% | $766.15M |
| Blackrock funding, inc. /de | 8.83M | 14.89% | $608.95M |
| Vanguard group | 6.58M | 11.11% | $580.14M |
| State street | 2.36M | 3.98% | $162.74M |
| Conestoga capital advisors | 2.17M | 3.65% | $149.41M |
| Fuller & thaler asset management | 2.12M | 3.56% | $145.82M |
| Geode capital management | 1.51M | 2.54% | $103.99M |
| Morgan stanley | 1.26M | 2.12% | $86.92M |
| Dimensional fund advisors lp | 1.24M | 2.08% | $85.29M |
| Macquarie management | 1.20M | 2.02% | $82.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhouse funds lllp | 1.12M | 3.46% | $77.37M |
| Conestoga capital advisors | 2.17M | 2.98% | $149.41M |
| Aristotle capital boston | 377.58K | 1.62% | $26.05M |
| Pfm health sciences, lp | 162.47K | 1.02% | $11.20M |
| Oberweis asset management inc/ | 424.21K | 0.86% | $29.24M |
| Mesirow institutional investment management | 113.44K | 0.84% | $10.97M |
| Thrive capital management | 48.23K | 0.73% | $3.32M |
| Ranger investment management | 139.43K | 0.70% | $9.61M |
| Winnow wealth | 10.44K | 0.69% | $929.25K |
| Arrowmark colorado | 348.64K | 0.64% | $24.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 861.78K | 0.01% | 861.78K |
| Massachusetts financial services co /ma/ | 447.45K | 0.01% | 447.45K |
| Marshall wace, llp | 574.44K | 0.04% | 427.93K |
| Vanguard fiduciary trust | 410.66K | 0.01% | 410.66K |
| Freestone grove partners lp | 382.87K | 0.19% | 317.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.33M |
| Wellington management group llp | 303.83K | 0.00% | -1.02M |
| Fmr | 1.00M | 0.00% | -766.64K |
| Thrivent financial for lutherans | 48.93K | 0.01% | -683.97K |
| Channing capital management | - | - | -681.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 861.78K | 0.01% | 861.78K | $75.96M |
| Massachusetts financial services co /ma/ | 447.45K | 0.01% | 447.45K | $30.84M |
| Vanguard fiduciary trust | 410.66K | 0.01% | 410.66K | $28.31M |
| Boston trust walden | 277.21K | 0.16% | 277.21K | $19.11M |
| Pfm health sciences, lp | 162.47K | 1.02% | 162.47K | $11.20M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| True wealth design | -1.00 |
| New millennium group | -1.00 |
| Financial gravity asset management | -1.00 |
| Tortoise investment management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Mar 31, 2025 | 376 | -2.59% | 62,763,705 | 2.20% | 106 | 0.96% | 187 | -14.22% | 135 | 21.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.61M | 6.06% | 780.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.90M | 3.18% | 6.19K |
| Vanguard US Total Market Shares ETF | 1.75M | 2.97% | 1.33K |
| iShares Russell 2000 ETF | 1.37M | 2.30% | 11.56K |
| Vanguard Small Cap Index | 1.37M | 2.29% | -4.67K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.28M | 2.15% | 160.24K |
| FullerThaler Behavioral Small-Cap Equity | 1.28M | 2.15% | 160.24K |
| FullerThaler Beh Small-Cap Equity SMA | 1.28M | 2.15% | 39.90K |
| Conestoga Small Cap Investors | 1.03M | 1.73% | -142.53K |
| Delaware Small Cap Core I | 889.12K | 1.53% | -123.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 06, 2026 | Aronson Martha Goldberg | President and CEO | Buy | $120.88K |
| May 06, 2026 | Parra Raul Jr. | CFO AND TREASURER | Buy | $91.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 5 | 1 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 10 |
MMSI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools