MMSI Institutional Ownership
Merit Medical Systems, Inc.
1W: +2.6%
1M: +7.5%
3M: +15.7%
YTD: +8.2%
1Y: +13.0%
3Y: +44.3%
5Y: +33.9%
$93.53
-0.67 (-0.71%)
Weekly Expected Move ±3.7%
$86
$90
$93
$97
$100
Credit Risk of going bust: lower than 81% of companies Debt: 12.7% of company value Bonds: $91.0M held by 33 funds → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.81 (down 99.1%), Merit Medical Systems, Inc. would be worth roughly what it owes.
Total debt $820.1M against a stock market value of $5.62B.
Distance to default 10.02 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $368.1M (short-term plus half of long-term), stock volatility 29.6%; Altman Z 4.46. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.81 (down 99.1%), Merit Medical Systems, Inc. would be worth roughly what it owes.
Total debt $820.1M against a stock market value of $5.62B.
Distance to default 10.02 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $368.1M (short-term plus half of long-term), stock volatility 29.6%; Altman Z 4.46. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — MMSI
467
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
66
New Positions
186
Increased
183
Reduced
58
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (149 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 4,682,184 | $438M | +4,612,679 | +6636.5% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 2,474,512 | $231M | +2,474,512 | — | 1Q | SEC ↗ |
| 3 | Conestoga Capital Advisors, LLC | 1,979,790 | $185M | -187,723 | -8.7% | 2Q | SEC ↗ |
| 4 | CONGRESS ASSET MANAGEMENT CO | 1,260,675 | $118M | +76,338 | +6.4% | 3Q | SEC ↗ |
| 5 | WESTWOOD HOLDINGS GROUP INC NEW | 1,011,377 | $95M | +1,011,377 | — | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 909,863 | $85M | +909,863 | — | 1Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC NEW | 508,223 | $48M | +508,223 | — | 1Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN NEW | 491,176 | $46M | +491,176 | — | 1Q | SEC ↗ |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, | 484,435 | $45M | +36,127 | +8.1% | 2Q | SEC ↗ |
| 10 | FORT WASHINGTON INVESTMENT ADVISORS IN NEW | 476,148 | $45M | +476,148 | — | 1Q | SEC ↗ |
| 11 | Boston Trust Walden Corp | 472,856 | $44M | +252,066 | +114.2% | 2Q | SEC ↗ |
| 12 | PRINCIPAL FINANCIAL GROUP INC NEW | 350,627 | $33M | +350,627 | — | 1Q | SEC ↗ |
| 13 | MARSHALL WACE, LLP NEW | 349,216 | $33M | +349,216 | — | 1Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC NEW | 281,386 | $26M | +281,386 | — | 1Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC NEW | 250,938 | $23M | +250,938 | — | 1Q | SEC ↗ |
| 16 | Handelsbanken Fonder AB NEW | 203,775 | $19M | +203,775 | — | 1Q | SEC ↗ |
| 17 | PFM Health Sciences, LP NEW | 197,038 | $18M | +197,038 | — | 1Q | SEC ↗ |
| 18 | Walleye Capital LLC | 180,680 | $17M | +29,717 | +19.7% | 2Q | SEC ↗ |
| 19 | Man Group plc NEW | 171,950 | $16M | +171,950 | — | 1Q | SEC ↗ |
| 20 | Pembroke Management, LTD NEW | 155,105 | $15M | +155,105 | — | 1Q | SEC ↗ |
| 21 | EULAV Asset Management | 138,013 | $13M | +13 | +0.0% | 2Q | SEC ↗ |
| 22 | Assenagon Asset Management S.A. NEW | 135,381 | $13M | +135,381 | — | 1Q | SEC ↗ |
| 23 | RENAISSANCE TECHNOLOGIES LLC NEW | 125,412 | $12M | +125,412 | — | 1Q | SEC ↗ |
| 24 | AMERICAN CAPITAL MANAGEMENT INC | 104,967 | $10M | -10,808 | -9.3% | 2Q | SEC ↗ |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 88,247 | $8M | +88,247 | — | 1Q | SEC ↗ |
| 26 | KING LUTHER CAPITAL MANAGEMENT CORP NEW | 83,198 | $8M | +83,198 | — | 1Q | SEC ↗ |
| 27 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 43,561 | $4M | +43,561 | — | 1Q | SEC ↗ |
| 28 | ALGERT GLOBAL LLC NEW | 42,710 | $4M | +42,710 | — | 1Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC NEW | 34,253 | $3M | +34,253 | — | 1Q | SEC ↗ |
| 30 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 29,366 | $3M | +29,366 | — | 1Q | SEC ↗ |
| 31 | Mariner, LLC NEW | 28,538 | $3M | +28,538 | — | 1Q | SEC ↗ |
| 32 | Louisiana State Employees Retirement S | 26,300 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 33 | Gradient Investments LLC | 23,059 | $2M | -831 | -3.5% | 2Q | SEC ↗ |
| 34 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 21,666 | $2M | +21,666 | — | 1Q | SEC ↗ |
| 35 | State of Alaska, Department of Revenue | 19,646 | $2M | -9,626 | -32.9% | 2Q | SEC ↗ |
| 36 | CAPSTONE INVESTMENT ADVISORS, LLC NEW | 19,611 | $2M | +19,611 | — | 1Q | SEC ↗ |
| 37 | IEQ CAPITAL, LLC NEW | 18,386 | $2M | +18,386 | — | 1Q | SEC ↗ |
| 38 | INTECH INVESTMENT MANAGEMENT LLC NEW | 18,314 | $2M | +18,314 | — | 1Q | SEC ↗ |
| 39 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 17,931 | $2M | +17,931 | — | 1Q | SEC ↗ |
| 40 | Freestone Grove Partners LP | 16,554 | $2M | -366,311 | -95.7% | 2Q | SEC ↗ |
| 41 | EVERGREEN CAPITAL MANAGEMENT LLC NEW | 16,353 | $2M | +16,353 | — | 1Q | SEC ↗ |
| 42 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 16,050 | $2M | +16,050 | — | 1Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15,157 | $1M | +15,157 | — | 1Q | SEC ↗ |
| 44 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 14,146 | $1M | -516 | -3.5% | 2Q | SEC ↗ |
| 45 | Gibbs Wealth Management NEW | 13,926 | $1M | +13,926 | — | 1Q | SEC ↗ |
| 46 | Atria Investments, Inc NEW | 13,796 | $1M | +13,796 | — | 1Q | SEC ↗ |
| 47 | Talon Private Wealth, LLC | 11,727 | $1M | +3,130 | +36.4% | 2Q | SEC ↗ |
| 48 | Ensign Peak Advisors, Inc NEW | 11,444 | $1M | +11,444 | — | 1Q | SEC ↗ |
| 49 | PARK AVENUE SECURITIES LLC NEW | 11,009 | $1M | +11,009 | — | 1Q | SEC ↗ |
| 50 | BENJAMIN EDWARDS INC NEW | 10,761 | $1M | +10,761 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 2,474,512 | $231M |
| WESTWOOD HOLDINGS GROUP INC | 1,011,377 | $95M |
| CITADEL ADVISORS LLC | 909,863 | $85M |
| GOLDMAN SACHS GROUP INC | 508,223 | $48M |
| WELLS FARGO & COMPANY/MN | 491,176 | $46M |
| FORT WASHINGTON INVESTMENT ADVISORS | 476,148 | $45M |
| PRINCIPAL FINANCIAL GROUP INC | 350,627 | $33M |
| MARSHALL WACE, LLP | 349,216 | $33M |
| ENVESTNET ASSET MANAGEMENT INC | 281,386 | $26M |
| AMERIPRISE FINANCIAL INC | 250,938 | $23M |
| Handelsbanken Fonder AB | 203,775 | $19M |
| PFM Health Sciences, LP | 197,038 | $18M |
| Man Group plc | 171,950 | $16M |
| Pembroke Management, LTD | 155,105 | $15M |
| Assenagon Asset Management S.A. | 135,381 | $13M |
| RENAISSANCE TECHNOLOGIES LLC | 125,412 | $12M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 88,247 | $8M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 83,198 | $8M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 43,561 | $4M |
| ALGERT GLOBAL LLC | 42,710 | $4M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +4,612,679 | +6636.5% | 4,682,184 |
| Boston Trust Walden Corp | +252,066 | +114.2% | 472,856 |
| CONGRESS ASSET MANAGEMENT CO | +76,338 | +6.4% | 1,260,675 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +36,127 | +8.1% | 484,435 |
| Walleye Capital LLC | +29,717 | +19.7% | 180,680 |
| Talon Private Wealth, LLC | +3,130 | +36.4% | 11,727 |
| Whalen Wealth Management Inc. | +2,374 | +40.5% | 8,238 |
| QRG CAPITAL MANAGEMENT, INC. | +917 | +10.9% | 9,305 |
| MeadowBrook Investment Advisors LLC | +680 | +34.0% | 2,680 |
| IFP Advisors, Inc | +326 | +88.6% | 694 |
| GAMMA Investing LLC | +300 | +9.2% | 3,550 |
| Farther Finance Advisors, LLC | +272 | +44.0% | 890 |
| TD PRIVATE CLIENT WEALTH LLC | +258 | +11.5% | 2,508 |
| Brucke Financial, Inc. | +247 | +5.8% | 4,475 |
| Versant Capital Management, Inc | +139 | +187.8% | 213 |
| FIRST HORIZON CORP | +109 | +58.0% | 297 |
| Bryn Mawr Trust Advisors, LLC | +105 | +3.1% | 3,445 |
| Parkside Financial Bank & Trust | +74 | +52.1% | 216 |
| Basecamp Wealth Advisors LLC | +72 | +2400.0% | 75 |
| FARMERS & MERCHANTS INVESTMENTS INC | +25 | +73.5% | 59 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Freestone Grove Partners LP | -366,311 | -95.7% | 16,554 |
| Conestoga Capital Advisors, LLC | -187,723 | -8.7% | 1,979,790 |
| AMERICAN CAPITAL MANAGEMENT INC | -10,808 | -9.3% | 104,967 |
| State of Alaska, Department of Reve | -9,626 | -32.9% | 19,646 |
| WEDBUSH SECURITIES INC | -1,033 | -24.6% | 3,167 |
| Gradient Investments LLC | -831 | -3.5% | 23,059 |
| Central Pacific Bank - Trust Divisi | -620 | -20.0% | 2,487 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -516 | -3.5% | 14,146 |
| Hilltop National Bank | -401 | -14.8% | 2,301 |
| CWC Advisors, LLC. | -256 | -4.5% | 5,484 |
| Parkside Financial Bank & Trust | -125 | -88.0% | 17 |
| FIRST HORIZON CORP | -99 | -52.7% | 89 |
| MassMutual Private Wealth & Trust, | -60 | -30.5% | 137 |
| ANGELES WEALTH MANAGEMENT, LLC | -37 | -1.1% | 3,258 |
| Bogart Wealth, LLC | -8 | -47.1% | 9 |
| Cedar Mountain Advisors, LLC | -7 | -9.2% | 69 |
| DiNuzzo Private Wealth, Inc. | -5 | -45.5% | 6 |