Public record / Tickers / MMSI

MMSI — MERIT MEDICAL SYSTEMS INC†

Both disclosure regimes on one name: who in Congress filed about MMSI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming MMSI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
343
top-343 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Steve Chabot · $15.0K–$50.0K

SELL · traded 2015-05-26 → filed 2015-06-25. Ranked over every MMSI row by the provable lower bound, never a point estimate.

No member disclosed MMSI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MMSI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MMSI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2015-06-25Steve Chabot R–OH-1SELLTraded 05-26 +30d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in MMSI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed MMSI in the trailing 12 months.

Congress ↔ notable managers · MMSI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MERIT MED SYS INC

Merged timeline of congressional filings and notable-manager moves on MMSI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+6,345 sh
2026-05-15Bridgewater Associates 13FNEW+5,507 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MMSI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$609M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$243M1
3VANGUARD CAPITAL MANAGEMENT LLC$183M1
4STATE STREET CORP$163M1
5Conestoga Capital Advisors, LLC$149M1
6FULLER & THALER ASSET MANAGEMENT, INC.$146M1
7MORGAN STANLEY$86.9M1
8DIMENSIONAL FUND ADVISORS LP$85.3M1
9NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$82.6M1
10Greenhouse Funds LLLP$77.4M1
11CITIGROUP INC$73.3M1
12FMR LLC$69.3M1
13CITADEL ADVISORS LLC$66.4M1
14WESTWOOD HOLDINGS GROUP INC$65.2M1
15ROYAL BANK OF CANADA$63.5M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$53.6M1
17Point72 Asset Management, L.P.$51.1M1
18MAVERICK CAPITAL LTD$49.2M1
19NORTHERN TRUST CORP$47.0M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$46.6M1
21BANK OF AMERICA CORP /DE/$40.0M1
22Nuveen, LLC$37.6M1
23WELLS FARGO & COMPANY/MN$33.9M1
24MANUFACTURERS LIFE INSURANCE COMPANY, THE$30.9M1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$30.8M1
26FRONTIER CAPITAL MANAGEMENT CO LLC$29.7M1
27Aberdeen Group plc$29.5M1
28NOMURA HOLDINGS INC$29.3M1
29VANGUARD FIDUCIARY TRUST CO$28.3M1
30Freestone Grove Partners LP$26.4M1
31Aristotle Capital Boston, LLC$26.1M1
32RAYMOND JAMES FINANCIAL INC$25.9M1
33ArrowMark Colorado Holdings LLC$24.0M1
34PRINCIPAL FINANCIAL GROUP INC$23.9M1
35UBS Group AG$23.5M1
36BALYASNY ASSET MANAGEMENT L.P.$22.1M1
37RENAISSANCE TECHNOLOGIES LLC$21.7M1
38FIFTH THIRD BANCORP$21.6M1
39WELLINGTON MANAGEMENT GROUP LLP$20.9M1
40Champlain Investment Partners, LLC$20.0M1
41ENVESTNET ASSET MANAGEMENT INC$18.2M1
42FRANKLIN RESOURCES INC$17.9M1
43Rockefeller Capital Management L.P.$17.3M1
44SEI INVESTMENTS CO$15.8M1
45PUBLIC SECTOR PENSION INVESTMENT BOARD$14.9M1
46Assenagon Asset Management S.A.$14.2M1
47Tidal Investments LLC$14.2M1
48Qube Research & Technologies Ltd$13.4M1
49Invesco Ltd.$12.6M1
50Man Group plc$12.3M1
51PFM Health Sciences, LP$11.2M1
52Curi Capital, LLC$11.1M1
53WINTON GROUP Ltd$10.9M1
54UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.7M1
55Walleye Capital LLC$10.4M1
56ADAGE CAPITAL PARTNERS GP, L.L.C.$9.7M1
57EULAV Asset Management$9.5M1
58Legal & General Group Plc$9.4M1
59D. E. Shaw & Co., Inc.$9.2M1
60Connor, Clark & Lunn Investment Management Ltd.$8.6M1
61RENAISSANCE GROUP LLC$8.4M1
62Swiss National Bank$8.1M1
63Amundi$7.7M1
64TWO SIGMA INVESTMENTS, LP$7.7M1
65OSAIC HOLDINGS, INC.$7.3M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.4M1
67TRILLIUM ASSET MANAGEMENT, LLC$6.0M1
68Edgestream Partners, L.P.$6.0M1
69Wilmington Savings Fund Society, FSB$6.0M1
70DEUTSCHE BANK AG\$6.0M1
71AMERICAN CENTURY COMPANIES INC$5.9M1
72ALLIANCEBERNSTEIN L.P.$5.6M1
73Creative Planning$5.2M1
74Trexquant Investment LP$5.0M1
75KING LUTHER CAPITAL MANAGEMENT CORP$4.6M1
76Brevan Howard Capital Management LP$4.2M1
77BARCLAYS PLC$4.2M1
78PRUDENTIAL FINANCIAL INC$4.2M1
79PANAGORA ASSET MANAGEMENT INC$3.8M1
80STATE OF WISCONSIN INVESTMENT BOARD$3.8M1
81VANGUARD ASSET MANAGEMENT, Ltd$3.6M1
82Thrive Capital Management, LLC$3.3M1
83MILLENNIUM MANAGEMENT LLC$3.1M1
84LPL Financial LLC$3.1M1
85MARTIN & CO INC /TN/$3.1M1
86STIFEL FINANCIAL CORP$3.1M1
87AXIOM INVESTORS LLC /DE$3.0M1
88CI INVESTMENTS INC.$3.0M1
89Emerald Investment Advisers, LLC$2.9M1
90Y-Intercept (Hong Kong) Ltd$2.9M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$2.9M1
92MARTINGALE ASSET MANAGEMENT L P$2.7M1
93FIRST TRUST ADVISORS LP$2.5M1
94Pathstone Holdings, LLC$2.3M1
95XTX Topco Ltd$2.3M1
96FEDERATED HERMES, INC.$2.3M1
97Illinois Municipal Retirement Fund$2.3M1
98Engineers Gate Manager LP$2.2M1
99MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.1M1
100Janus Henderson Group Ltd.$1.9M1
101State of New Jersey Common Pension Fund D$1.9M1
102Riverwater Partners LLC$1.8M1
103VOYA INVESTMENT MANAGEMENT LLC$1.8M1
104AQR CAPITAL MANAGEMENT LLC$1.7M1
105Diversified Trust Co$1.7M1
106Vanguard Global Advisers, LLC$1.6M1
107INTECH INVESTMENT MANAGEMENT LLC$1.6M1
108Squarepoint Ops LLC$1.6M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
110Van Hulzen Asset Management, LLC$1.6M1
111MML INVESTORS SERVICES, LLC$1.6M1
112Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
113BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
114AMI ASSET MANAGEMENT CORP$1.5M1
115BANK OF MONTREAL /CAN/$1.3M1
116VICTORY CAPITAL MANAGEMENT INC$1.3M1
117TRUIST FINANCIAL CORP$1.3M1
118LEVEL FOUR ADVISORY SERVICES, LLC$1.3M1
119Quantinno Capital Management LP$1.2M1
120Arizona State Retirement System$1.1M1
121STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
122Vanguard Investments Australia, Ltd.$1.1M1
123Cetera Investment Advisers$1.1M1
124Corient Private Wealth LLC$1.0M1
125HighTower Advisors, LLC$1.0M1
126MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$1.0M1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
128OREGON PUBLIC EMPLOYEES RETIREMENT FUND$935K1
129CAPSTONE INVESTMENT ADVISORS, LLC$904K1
130Aquatic Capital Management LLC$871K1
131BLAIR WILLIAM & CO/IL$831K1
132MIRABELLA FINANCIAL SERVICES LLP$821K1
133Holocene Advisors, LP$815K1
134Gibbs Wealth Management$800K1
135Karras Company, Inc.$794K1
136Atria Investments, Inc$747K1
137Allspring Global Investments Holdings, LLC$734K1
138Callan Family Office, LLC$732K1
139VOLORIDGE INVESTMENT MANAGEMENT, LLC$705K1
140BENJAMIN EDWARDS INC$700K1
141WINNACLE WEALTH LLC$681K1
142Pictet Asset Management Holding SA$669K1
143FORA Capital, LLC$638K1
144ProShare Advisors LLC$628K1
145Brookstone Capital Management$627K1
146Maryland State Retirement & Pension System$595K1
147Talon Private Wealth, LLC$593K1
148Vident Advisory, LLC$583K1
149QRG CAPITAL MANAGEMENT, INC.$578K1
150Vise Technologies, Inc.$550K1
151OCCUDO QUANTITATIVE STRATEGIES LP$543K1
152MOKAN Wealth Management Inc.$541K1
153Vanguard Personalized Indexing Management, LLC$502K1
154CANADA PENSION PLAN INVESTMENT BOARD$496K1
155GUIDANCE CAPITAL, INC$494K1
156INCEPTIONR LLC$489K1
157TEACHER RETIREMENT SYSTEM OF TEXAS$482K1
158MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$468K1
159Smith Group Asset Management, LLC$442K1
160Gotham Asset Management, LLC$437K1
161Keebeck Wealth Management$434K1
162EVERGREEN CAPITAL MANAGEMENT LLC$427K1
163Swiss Life Asset Management Ltd$425K1
164Centiva Capital, LP$408K1
165VIRTUS ADVISERS, LLC$408K1
166Whalen Wealth Management Inc.$404K1
167Voleon Capital Management LP$397K1
168CWC Advisors, LLC.$396K1
169XPONANCE LLC$385K1
1701832 Asset Management L.P.$380K1
171Bridgewater Associates, LP$380K1
172Portside Wealth Group, LLC$376K1
173Quadrature Capital Ltd$372K1
174Cerity Partners LLC$359K1
175ELEVATION POINT WEALTH PARTNERS, LLC$353K1
176DRW Securities, LLC$352K1
177QUADRANT CAPITAL GROUP LLC$338K1
178Oakmont Advisory Group, LLC$329K1
179Ameritas Investment Partners, Inc.$327K1
180HANCOCK WHITNEY CORP$322K1
181Tower Research Capital LLC (TRC)$318K1
182Crossmark Global Holdings, Inc.$317K1
183Sowell Financial Services LLC$309K1
184Scientech Research LLC$309K1
185ARMISTICE CAPITAL, LLC$307K1
186Lido Advisors, LLC$301K1
187LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$300K1
188BAM Wealth Management, LLC$288K1
189nVerses Capital, LLC$278K1
190Brucke Financial, Inc.$266K1
191HOHIMER WEALTH MANAGEMENT, LLC$257K1
192ANGELES WEALTH MANAGEMENT, LLC$256K1
193Vestmark Advisory Solutions, Inc.$253K1
194Headlands Technologies LLC$251K1
195PRINCIPAL SECURITIES, INC.$238K1
196OLD NATIONAL BANCORP /IN/$237K1
197Significant Wealth Partners LLC$232K1
198Ensign Peak Advisors, Inc$231K1
199Bryn Mawr Trust Advisors, LLC$230K1
200PERSONAL CFO SOLUTIONS, LLC$227K1
201CIBC Asset Management Inc$226K1
202Graetz Wealth LLC$223K1
203&PARTNERS$223K1
204CIBC Bancorp USA Inc.$223K1
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$222K1
206NORDEN GROUP LLC$221K1
207MARCO INVESTMENT MANAGEMENT LLC$216K1
208ZWJ INVESTMENT COUNSEL INC$214K1
209US BANCORP \DE\$212K1
210FARALLON CAPITAL MANAGEMENT, L.L.C.$207K1
211Central Pacific Bank - Trust Division$188K1
212Hilltop National Bank$186K1
213CWM, LLC$153K1
214Blue Trust, Inc.$123K1
215State of Wyoming$119K1
216New Age Alpha Advisors, LLC$115K1
217Eurizon Capital SGR S.p.A.$98.9K1
218Palouse Capital Management, Inc.$90.6K1
219GLOBEFLEX CAPITAL L P$86.6K1
220BNP Paribas Asset Management Holding S.A.$86.4K1
221Bayforest Capital Ltd$83.1K1
222EXCHANGE TRADED CONCEPTS, LLC$76.3K1
223SIGNATUREFD, LLC$51.3K1
224NATIONAL BANK OF CANADA /FI/$50.3K1
225Smartleaf Asset Management LLC$48.5K1
226Kemnay Advisory Services Inc.$46.7K1
227Pinnacle Wealth Planning Services, Inc.$30.2K1
228Valued Wealth Advisors LLC$26.6K1
229NOMURA ASSET MANAGEMENT CO LTD$25.5K1
230Parkside Financial Bank & Trust$24.7K1
231Transamerica Financial Advisors, LLC$22.1K1
232Crewe Advisors LLC$15.7K1
233Destiny Wealth Partners, LLC$14.8K1
234GHP Investment Advisors, Inc.$13.9K1
235ASSETMARK, INC$13.3K1
236Kilter Group LLC$11.5K1
237NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.4K1
238EASTERN BANK$10.5K1
239MATHER GROUP, LLC.$9.5K1
240Salomon & Ludwin, LLC$8.9K1
241Keating Financial Advisory Services, Inc.$8.1K1
242Allworth Financial LP$7.5K1
243UMB Bank, n.a.$7.2K1
244Godfrey Financial Associates, Inc.$5.4K1
245Signature Equity Partners, LLC$5.3K1
246WPG Advisers, LLC$4.0K1
247Arax Advisory Partners$3.8K1
248Elequin Capital, LP$3.8K1
249CENTRAL TRUST Co$3.7K1
250Private Wealth Management Group, LLC$3.5K1
251Owl Creek Wealth Partners LLC$3.4K1
252CANADA LIFE ASSURANCE Co$3.4K1
253THRIVENT FINANCIAL FOR LUTHERANS$3.4K1
254Mitsubishi UFJ Asset Management Co., Ltd.$3.2K1
255JFS WEALTH ADVISORS, LLC$3.2K1
256MAI Capital Management$2.7K1
257Quarry LP$2.4K1
258WOLFF WIESE MAGANA LLC$2.3K1
259State of Alaska, Department of Revenue$2.0K1
260NATIXIS ADVISORS, LLC$1.9K1
261Steward Partners Investment Advisory, LLC$1.9K1
262Financial Network Wealth Advisors LLC$1.9K1
263Kingdom Financial Group LLC.$1.7K1
264HRT FINANCIAL LP$1.6K1
265Raleigh Capital Management Inc.$1.6K1
266CVA Family Office, LLC$1.4K1
267ALGERT GLOBAL LLC$1.3K1
268Retirement Wealth Solutions LLC$1.1K1
269Marquette Asset Management, LLC$8281
270Bell Investment Advisors, Inc$8281
271Rialto Wealth Management, LLC$8281
272DiNuzzo Private Wealth, Inc.$7591
273South Dakota Investment Council$6901
274PARK AVENUE SECURITIES LLC$6381
275Westfuller Advisors, LLC$6101
276Vestcor Inc$5881
277SJS Investment Consulting Inc.$5521
278Physician Wealth Advisors, Inc.$4141
279JPL Wealth Management, LLC$3451
280GSA CAPITAL PARTNERS LLP$3401
281Investors Portfolio Services LLC$3131
282ACADIAN ASSET MANAGEMENT LLC$2951
283HFM Investment Advisors, LLC$2071
284KBC Group NV$1151
285Vermillion Wealth Management, Inc.$691
286Truvestments Capital LLC$691
287TFC Financial Management, Inc.$691
288DekaBank Deutsche Girozentrale$411
289Harvest Fund Management Co., Ltd$201
290VANGUARD GROUP INC— value not disclosed1
291GLENMEDE TRUST CO NA— value not disclosed1
292HARBOUR INVESTMENTS, INC.— value not disclosed1
293Clearstead Advisors, LLC— value not disclosed1
294Fisher Asset Management, LLC— value not disclosed1
295MERCER GLOBAL ADVISORS INC /ADV— value not disclosed1
296COMERICA BANK— value not disclosed1
297MACKENZIE FINANCIAL CORP— value not disclosed1
298DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
299EMERALD ADVISERS, LLC— value not disclosed1
300CIBC WORLD MARKETS CORP— value not disclosed1
301CHESAPEAKE ASSET MANAGEMENT LLC— value not disclosed1
302PROFUND ADVISORS LLC— value not disclosed1
303SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
304CIBC Private Wealth Group LLC— value not disclosed1
305Graham Capital Management, L.P.— value not disclosed1
306EMERALD MUTUAL FUND ADVISERS TRUST— value not disclosed1
307Mariner, LLC— value not disclosed1
308NORGES BANK— value not disclosed1
309O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
310TWO SIGMA SECURITIES, LLC— value not disclosed1
311Verition Fund Management LLC— value not disclosed1
312Alberta Investment Management Corp— value not disclosed1
313TWO SIGMA ADVISERS, LP— value not disclosed1
314HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
315PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
316JANE STREET GROUP, LLC— value not disclosed1
317Sequoia Financial Advisors, LLC— value not disclosed1
318Dakota Wealth Management— value not disclosed1
319Premier Fund Managers Ltd— value not disclosed1
320CHOREO, LLC— value not disclosed1
321Kohmann Bosshard Financial Services, LLC— value not disclosed1
322DV Trading LLC— value not disclosed1
323Larson Financial Group LLC— value not disclosed1
324CROWN ADVISORS MANAGEMENT, INC.— value not disclosed1
325ExodusPoint Capital Management, LP— value not disclosed1
326CreativeOne Wealth, LLC— value not disclosed1
327Global Retirement Partners, LLC— value not disclosed1
328Iron Triangle Partners LP— value not disclosed1
329Avion Wealth— value not disclosed1
330Soltis Investment Advisors LLC— value not disclosed1
331Kestra Advisory Services, LLC— value not disclosed1
332F/m Investments LLC— value not disclosed1
333Optiver Holding B.V.— value not disclosed1
334AlphaQuest LLC— value not disclosed1
335PharVision Advisers, LLC— value not disclosed1
336SageView Advisory Group, LLC— value not disclosed1
337Dunhill Financial, LLC— value not disclosed1
338Abound Wealth Management— value not disclosed1
339Envestnet Portfolio Solutions, Inc.— value not disclosed1
340Guardian Asset Advisors, LLC— value not disclosed1
341Ankerstar Wealth, LLC— value not disclosed1
342GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
343MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 289 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MMSI

RETAINED WINDOW · ACTIVE HITS

Zero hits on MMSI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MMSI · financials and macro

Financials — as filed PLANNED

MMSI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MMSI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing