MMSI — Merit Med Sys Inc Institutional Holders · Q3 2026
Who owns Merit Med Sys Inc (MMSI)? 17 institutions reported holding $112.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($108.7M), Gradient Investments LLC ($2.0M), Central Pacific Bank - Trust Division ($461,534).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $108.7M | 1.3M | Added |
| 2 | Gradient Investments LLC | $2.0M | 23,059 | Trimmed |
| 3 | Central Pacific Bank - Trust Division | $461,534 | 2,487 | Added |
| 4 | GAMMA Investing LLC | $306,117 | 3,550 | Added |
| 5 | EPIQ PARTNERS, LLC | $258,690 | 3,000 | Hold |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $203,417 | 2,359 | New |
| 7 | Farther Finance Advisors, LLC | $76,745 | 890 | Added |
| 8 | Versant Capital Management, Inc | $18,367 | 213 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $11,814 | 137 | Trimmed |
| 10 | GK Wealth Management LLC | $10,175 | 118 | New |
| 11 | Retirement Wealth Solutions LLC | $4,916 | 57 | Added |
| 12 | CoreCap Advisors, LLC | $1,035 | 12 | Hold |
| 13 | GILPIN WEALTH MANAGEMENT, LLC | $863 | 10 | Hold |
| 14 | Marquette Asset Management, LLC | $690 | 8 | Hold |
| 15 | Davis Capital Management | $345 | 4 | Added |
| 16 | Whalen Wealth Management Inc. | $0 | 0 | Exited |
| 17 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30