Merit Medical Systems Inc (MMSI) Ownership

70.33 ↑0.39 (0.56%)
As of January 30, 2023, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Merit Medical Systems Inc (MMSI), owning a total of 9.7 million shares. Combined, the top 22 institutional holders of MMSI own 73.31% of the company with a total of 41.7 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of MMSI by 2.4 million shares. 15 institutions bought 2,650,116 total additional shares and increased their ownership by an average of 9.01%. However 5 institutions sold 245,472 total shares and decreased their ownership by an average of 4.18%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Merit Medical Systems increased by a net total of 2,404,644 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.050%6.791%9,704,654617,1292022-09-30
Vanguard Group Inc11.772%5.976%6,700,655377,8582022-09-30
William Blair Investment Management, LLC7.175%25.628%4,083,997833,1342022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne4.314%7.080%2,455,418162,3492022-09-30
Conestoga Capital Advisors, LLC3.659%-0.148%2,082,662-3,0852022-09-30
State Street Corporation3.581%5.869%2,038,184112,9862022-09-30
Dimensional Fund Advisors, Inc.2.628%0.279%1,495,9484,1652022-09-30
Macquarie Group Ltd2.493%1.745%1,419,17624,3432022-09-30
Westwood Holdings Group Inc2.017%-3.840%1,148,290-45,8552022-09-30
Aristotle Capital Boston, LLC1.972%-8.605%1,122,690-105,7062022-09-30
Channing Capital Management, LLC1.845%-7.133%1,050,373-80,6772022-09-30
Geode Capital Management, LLC1.788%7.255%1,017,50668,8292022-09-30
Bank of New York Mellon Corp1.670%61.388%950,734361,6352022-09-30
T. Rowe Price Associates, Inc.1.557%0.265%886,1902,3442022-09-30
Ameriprise Financial Inc1.492%1.184%849,4689,9392022-09-30
Loomis, Sayles & Company LP1.475%-1.195%839,258-10,1492022-09-30
Fuller & Thaler Asset Management Inc1.299%1.016%739,4237,4402022-09-30
Nuveen Asset Management, LLC1.266%3.333%720,43823,2342022-09-30
Royal Bank of Canada1.130%5.265%643,04932,1652022-09-30
Northern Trust Corp1.060%2.127%603,31212,5662022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.050%6.791%9,704,654617,1292022-09-30
Vanguard Group Inc11.772%5.976%6,700,655377,8582022-09-30
William Blair Investment Management, LLC7.175%25.628%4,083,997833,1342022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne4.314%7.080%2,455,418162,3492022-09-30
Conestoga Capital Advisors, LLC3.659%-0.148%2,082,662-3,0852022-09-30
State Street Corporation3.581%5.869%2,038,184112,9862022-09-30
Dimensional Fund Advisors, Inc.2.628%0.279%1,495,9484,1652022-09-30
Macquarie Group Ltd2.493%1.745%1,419,17624,3432022-09-30
Westwood Holdings Group Inc2.017%-3.840%1,148,290-45,8552022-09-30
Aristotle Capital Boston, LLC1.972%-8.605%1,122,690-105,7062022-09-30
Channing Capital Management, LLC1.845%-7.133%1,050,373-80,6772022-09-30
Geode Capital Management, LLC1.788%7.255%1,017,50668,8292022-09-30
Bank of New York Mellon Corp1.670%61.388%950,734361,6352022-09-30
T. Rowe Price Associates, Inc.1.557%0.265%886,1902,3442022-09-30
Ameriprise Financial Inc1.492%1.184%849,4689,9392022-09-30
Loomis, Sayles & Company LP1.475%-1.195%839,258-10,1492022-09-30
Fuller & Thaler Asset Management Inc1.299%1.016%739,4237,4402022-09-30
Nuveen Asset Management, LLC1.266%3.333%720,43823,2342022-09-30
Royal Bank of Canada1.130%5.265%643,04932,1652022-09-30
Northern Trust Corp1.060%2.127%603,31212,5662022-09-30
Rockefeller Capital Management L.P.1.048%-0.388%596,473-2,3242022-06-30
Starboard Value LP1.018%-33.191%579,658-287,9802022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Merit Medical Systems Inc (MMSI), owning a total of 4.2 million shares. Combined, the top 21 mutual fund holders of MMSI own 40.30% of the company with a total of 22.9 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of MMSI by 31 thousand shares. 3 funds bought 46,465 total additional shares and increased their ownership by an average of 2.14%. However 3 funds sold 15,419 total shares and decreased their ownership by an average of 0.85%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Merit Medical Systems increased by a net total of 31,046 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.031%1.167%1,725,09019,8922022-12-31
Vanguard Small Cap Index2.577%-0.029%1,466,559-4202022-12-31
Vanguard Small Cap Growth Index Inv1.488%-0.770%846,793-6,5742022-12-31
Vanguard Extended Market Index Investor1.355%0.204%771,4261,5732022-12-31
Vanguard Tax-Managed Small Cap Adm0.912%5.058%519,25425,0002022-12-31
Conestoga Small Cap Growth0.833%-1.745%474,282-8,4252022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.410%0.008%4,217,9103342022-12-30
Vanguard Total Stock Mkt Idx Inv3.031%1.167%1,725,09019,8922022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.981%1.033%1,696,59717,3432022-09-30
Vanguard Small Cap Index2.577%-0.029%1,466,559-4202022-12-31
iShares Russell 2000 ETF2.230%-0.832%1,269,392-10,6502022-12-30
Conestoga Small Cap Investors2.109%0.000%1,200,29502022-11-30
Delaware Small Cap Core I2.100%2.705%1,195,26331,4812022-11-30
Macquarie US Small Cap Core Equity2.045%1.665%1,163,78219,0562022-09-30
Vanguard Explorer Inv1.904%4.423%1,083,58645,8952022-10-31
Fuller & Thaler Behavioral Small-Cap Eq1.652%88.789%940,497442,3242022-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.652%52.004%940,497321,7642022-11-30
Vanguard Small Cap Growth Index Inv1.488%-0.770%846,793-6,5742022-12-31
Vanguard Extended Market Index Investor1.355%0.204%771,4261,5732022-12-31
iShares S&P Small-Cap 600 Growth ETF1.142%0.000%650,01302022-12-30
T. Rowe Price QM US Small-Cap Gr Eq1.113%0.000%633,30002022-09-30
William Blair Small-Mid Cap Growth I0.993%-3.105%564,926-18,1002022-11-30
Polar Capital Healthcare Opports Inc0.990%0.000%563,25102022-11-30
William Blair Small-Mid Cap Growth CIT0.949%-5.228%540,364-29,8102022-11-30
Vanguard Tax-Managed Small Cap Adm0.912%5.058%519,25425,0002022-12-31
Loomis Sayles Small Cap Growth Instl0.835%-1.313%475,096-6,3232022-10-31
Conestoga Small Cap Growth0.833%-1.745%474,282-8,4252022-12-31

Discussions

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4texin

$MMSI this is just going to go up forever

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dandanaiwo

$MMSI Looking for this cup to breakout.

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kobe_fighter

$MMSI There is nothing wrong with a decent pullback

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