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
1
0 buys · 1 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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Steve Chabot · $15.0K–$50.0K

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

1 member · 0 buys / 1 sells

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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2015-06-25Steve Chabot R–OH-1SaleTraded 05-26 +30d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing MMSI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
291GLENMEDE TRUST CO NA$01
292HARBOUR INVESTMENTS, INC.$01
293Clearstead Advisors, LLC$01
294Fisher Asset Management, LLC$01
295MERCER GLOBAL ADVISORS INC /ADV$01
296COMERICA BANK$01
297MACKENZIE FINANCIAL CORP$01
298DEERFIELD MANAGEMENT COMPANY, L.P.$01
299EMERALD ADVISERS, LLC$01
300CIBC WORLD MARKETS CORP$01
301CHESAPEAKE ASSET MANAGEMENT LLC$01
302PROFUND ADVISORS LLC$01
303SILVERCREST ASSET MANAGEMENT GROUP LLC$01
304CIBC Private Wealth Group LLC$01
305Graham Capital Management, L.P.$01
306EMERALD MUTUAL FUND ADVISERS TRUST$01
307Mariner, LLC$01
308NORGES BANK$01
309O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
310TWO SIGMA SECURITIES, LLC$01
311Verition Fund Management LLC$01
312Alberta Investment Management Corp$01
313TWO SIGMA ADVISERS, LP$01
314HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
315PICTON MAHONEY ASSET MANAGEMENT$01
316JANE STREET GROUP, LLC$01
317Sequoia Financial Advisors, LLC$01
318Dakota Wealth Management$01
319Premier Fund Managers Ltd$01
320CHOREO, LLC$01
321Kohmann Bosshard Financial Services, LLC$01
322DV Trading LLC$01
323Larson Financial Group LLC$01
324CROWN ADVISORS MANAGEMENT, INC.$01
325ExodusPoint Capital Management, LP$01
326CreativeOne Wealth, LLC$01
327Global Retirement Partners, LLC$01
328Iron Triangle Partners LP$01
329Avion Wealth$01
330Soltis Investment Advisors LLC$01
331Kestra Advisory Services, LLC$01
332F/m Investments LLC$01
333Optiver Holding B.V.$01
334AlphaQuest LLC$01
335PharVision Advisers, LLC$01
336SageView Advisory Group, LLC$01
337Dunhill Financial, LLC$01
338Abound Wealth Management$01
339Envestnet Portfolio Solutions, Inc.$01
340Guardian Asset Advisors, LLC$01
341Ankerstar Wealth, LLC$01
342GILPIN WEALTH MANAGEMENT, LLC$01
343MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 343 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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