Merit Medical Systems, Inc.
US ˙ NasdaqGS ˙ US5898891040

SecurityMMSI / Merit Medical Systems, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership1,062,715 shares
Latest Disclosed Value $ 73,252,945
Citigroup Inc reports 0.33% increase in ownership of MMSI / Merit Medical Systems, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 1,062,715 shares of Merit Medical Systems, Inc. (US:MMSI) valued at $73,252,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,059,169 shares of Merit Medical Systems, Inc.. This represents a change in shares of 0.33% during the quarter. The current value of the position is $64,453,665 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F MERIT MED SYS COM 589889104 1,062,715 3,546 0.33 73,253 -21.53 0.0157
2026-02-13 2025-12-31 13F MERIT MED SYS COM 589889104 1,059,169 1,035,584 4,390.86 93,355 4,658.15 0.0412
2025-11-10 2025-09-30 13F MERIT MED SYS COM 589889104 23,585 -33,750 -58.86 1,963 -63.39 0.0009
2025-08-11 2025-06-30 13F MERIT MED SYS COM 589889104 57,335 -30,966 -35.07 5,360 -42.59 0.0026
2025-05-12 2025-03-31 13F MERIT MED SYS COM 589889104 88,301 5,684 6.88 9,334 16.82 0.0048
2025-02-12 2024-12-31 13F MERIT MED SYS COM 589889104 82,617 7,961 10.66 7,991 8.29 0.0047
2024-11-12 2024-09-30 13F MERIT MED SYS COM 589889104 74,656 30,988 70.96 7,378 96.59 0.0043
2024-08-12 2024-06-30 13F MERIT MED SYS COM 589889104 43,668 5,096 13.21 3,753 28.48 0.0024
2024-05-10 2024-03-31 13F MERIT MED SYS COM 589889104 38,572 846 2.24 2,922 1.95 0.0019
2024-02-09 2023-12-31 13F MERIT MED SYS COM 589889104 37,726 11,972 46.49 2,866 61.23 0.0020
2023-12-06 2023-09-30 13F/A-1 MERIT MED SYS COM 589889104 25,754 -21,022 -44.94 1,778 -54.58 0.0013
2023-11-09 2023-09-30 13F MERIT MED SYS COM 589889104 25,754 -21,022 1,778 0.0005
2023-08-10 2023-06-30 13F MERIT MED SYS COM 589889104 46,776 14,823 46.39 3,912 65.62 0.0026
2023-05-11 2023-03-31 13F MERIT MED SYS COM 589889104 31,953 -5,864 -15.51 2,363 -11.54 0.0017
2023-02-09 2022-12-31 13F MERIT MED SYS COM 589889104 37,817 5,769 18.00 2,671 47.35 0.0021
2022-11-10 2022-09-30 13F MERIT MED SYS COM 589889104 32,048 4,806 17.64 1,812 22.52 0.0013
2022-08-10 2022-06-30 13F MERIT MED SYS COM 589889104 27,242 -21,831 -44.49 1,479 -54.70 0.0011
2022-05-12 2022-03-31 13F MERIT MED SYS COM 589889104 49,073 3,685 8.12 3,265 15.45 0.0020
2022-02-10 2021-12-31 13F MERIT MED SYS COM 589889104 45,388 12,683 38.78 2,828 20.44 0.0015
2021-11-10 2021-09-30 13F MERIT MED SYS COM 589889104 32,705 -9,317 -22.17 2,348 -13.61 0.0014
2021-08-10 2021-06-30 13F MERIT MED SYS COM 589889104 42,022 21,576 105.53 2,718 122.06 0.0016
2021-05-13 2021-03-31 13F MERIT MED SYS COM 589889104 20,446 -12,179 -37.33 1,224 -32.45 0.0008
2021-02-11 2020-12-31 13F MERIT MED SYS COM 589889104 32,625 7,962 32.28 1,812 68.87 0.0011
2020-11-12 2020-09-30 13F MERIT MED SYS COM 589889104 24,663 -7,443 -23.18 1,073 -26.76 0.0007
2020-08-12 2020-06-30 13F MERIT MED SYS COM 589889104 32,106 6,874 27.24 1,465 85.91 0.0011
2020-05-12 2020-03-31 13F MERIT MED SYS COM 589889104 25,232 -5,613 -18.20 788 -18.17 0.0007
2020-02-12 2019-12-31 13F MERIT MED SYS COM 589889104 30,845 -13,953 -31.15 963 -29.45 0.0007
2019-11-08 2019-09-30 13F MERIT MED SYS COM 589889104 44,798 25,797 135.77 1,365 20.58 0.0011
2019-08-12 2019-06-30 13F MERIT MED SYS COM 589889104 19,001 3,053 19.14 1,132 14.69 0.0009
2019-05-13 2019-03-31 13F MERIT MED SYS COM 589889104 15,948 -21,216 -57.09 987 -52.43 0.0010
2019-02-12 2018-12-31 13F MERIT MED SYS COM 589889104 37,164 13,558 57.43 2,075 43.00 0.0021
2018-11-13 2018-09-30 13F MERIT MED SYS COM 589889104 23,606 3,474 17.26 1,451 40.60 0.0013
2018-08-10 2018-06-30 13F MERIT MED SYS COM 589889104 20,132 -46,059 -69.58 1,032 -65.62 0.0009
2018-05-11 2018-03-31 13F MERIT MED SYS COM 589889104 66,191 -18,019 -21.40 3,002 -17.46 0.0025
2018-02-12 2017-12-31 13F MERIT MED SYS COM 589889104 84,210 8,701 11.52 3,637 13.73 0.0029
2017-11-13 2017-09-30 13F MERIT MED SYS COM 589889104 75,509 28,657 61.16 3,198 78.86 0.0026
2017-08-11 2017-06-30 13F MERIT MED SYS COM 589889104 46,852 -370 -0.78 1,788 30.89 0.0016
2017-05-12 2017-03-31 13F MERIT MED SYS COM 589889104 47,222 -35,711 -43.06 1,366 -37.85 0.0012
2017-02-10 2016-12-31 13F MERIT MED SYS COM 589889104 82,933 39,654 91.62 2,198 108.94 0.0020
2016-11-10 2016-09-30 13F MERIT MED SYS COM 589889104 43,279 15,265 54.49 1,052 89.21 0.0010
2016-08-12 2016-06-30 13F MERIT MED SYS COM 589889104 28,014 -4,513 -13.87 556 -7.49 0.0006
2016-05-13 2016-03-31 13F MERIT MED SYS COM 589889104 32,527 30,851 1,840.75 601 1,838.71 0.0007
2016-02-12 2015-12-31 13F MERIT MED SYS COM 589889104 1,676 1,469 709.66 31 520.00 0.0000
2015-11-13 2015-09-30 13F MERIT MED SYS COM 589889104 207 -493 -70.43 5 -66.67 0.0000
2015-08-13 2015-06-30 13F MERIT MED SYS COM 589889104 700 -408 -36.82 15 -31.82 0.0000
2015-05-14 2015-03-31 13F MERIT MED SYS COM 589889104 1,108 694 167.63 22 214.29 0.0000
2015-02-17 2014-12-31 13F MERIT MED SYS COM 589889104 414 -2,180 -84.04 7 -77.42 0.0000
2014-11-14 2014-09-30 13F MERIT MED SYS COM 589889104 2,594 -2,377 -47.82 31 -58.67 0.0000
2014-08-14 2014-06-30 13F MERIT MED SYS COM 589889104 4,971 -1,736 -25.88 75 -21.87 0.0001
2014-05-15 2014-03-31 13F MERIT MED SYS COM 589889104 6,707 -9,870 -59.54 96 -63.22 0.0001
2014-02-14 2013-12-31 13F MERIT MED SYS COM 589889104 16,577 7,027 73.58 261 125.00 0.0002
2013-11-14 2013-09-30 13F MERIT MED SYS COM 589889104 9,550 -13,681 -58.89 116 -55.21 0.0001
2013-08-14 2013-06-30 13F MERIT MED SYS COM 589889104 23,231 23,231 259 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.