Merit Medical Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MMSI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Mar 24	SellUS$479,182	Raul Parra	Individual		6,480	US$74.52
04 Mar 24	SellUS$76,348	Stephen Evans	Individual		1,000	US$76.35

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MMSI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	25,700	0.0416%
Individual Insiders	1,351,648	2.19%
Institutions	60,459,065	97.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.4%	BlackRock, Inc.	8,976,568	US$881.7m	0.7%	0.01%
11.3%	The Vanguard Group, Inc.	6,585,345	US$646.8m	0.26%	0.01%
3.93%	Conestoga Capital Advisors, LLC	2,289,148	US$224.8m	1.72%	2.91%
3.83%	State Street Global Advisors, Inc.	2,231,701	US$219.2m	0.68%	0.01%
2.74%	Fuller & Thaler Asset Management, Inc.	1,596,757	US$156.8m	3.28%	0.62%
2.72%	Macquarie Investment Management Business Trust	1,586,088	US$155.8m	-9.15%	0.18%
2.7%	FMR LLC	1,576,298	US$154.8m	70.1%	0.01%
2.5%	ArrowMark Colorado Holdings, LLC	1,455,478	US$143.0m	-12.9%	1.81%
2.47%	William Blair Investment Management, LLC	1,438,532	US$141.3m	-53.3%	0.17%
2.33%	Geode Capital Management, LLC	1,357,265	US$133.3m	1.31%	0.01%
2.12%	Dimensional Fund Advisors LP	1,235,326	US$121.3m	-5.41%	0.02%
2.04%	Invesco Ltd.	1,186,644	US$116.6m	11%	0.03%
1.97%	Fred Lampropoulos	1,150,044	US$113.0m	0%	no data
1.88%	Loomis Sayles & Company, L.P.	1,097,156	US$107.8m	-1.52%	0.13%
1.34%	Norges Bank Investment Management	782,733	US$76.9m	0%	0.01%
1.33%	T. Rowe Price Group, Inc.	776,174	US$76.2m	-0.55%	0.01%
1.29%	Eaton Vance Management	749,947	US$73.7m	3.51%	0.02%
1.28%	Aristotle Capital Boston, LLC	746,663	US$73.3m	-6.03%	2.42%
1.25%	Charles Schwab Investment Management, Inc.	727,340	US$71.4m	8.04%	0.01%
1.2%	Channing Capital Management, LLC	696,609	US$68.4m	-18.8%	1.74%
1.17%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	682,859	US$67.1m	75.2%	0.02%
1.14%	Northern Trust Global Investments	665,453	US$65.4m	0.23%	0.01%
1.1%	Westwood Management Corp.	642,594	US$63.1m	-16.8%	0.48%
1.1%	Rockefeller & Co. LLC	641,705	US$63.0m	0.48%	0.16%
1.01%	Congress Asset Management Company, LLP	589,976	US$57.9m	2.7%	0.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:43
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Merit Medical Systems, Inc. is covered by 21 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Rescott	Baird
Ishan Majumdar	Baptista Research
Michael Petusky	Barrington Research Associates, Inc.