Merit Medical Systems, Inc.
US ˙ NasdaqGS ˙ US5898891040

SecurityMMSI / Merit Medical Systems, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership337 shares
Latest Disclosed Value $ 23,229
IFP Advisors, Inc reports 2.74% increase in ownership of MMSI / Merit Medical Systems, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 337 shares of Merit Medical Systems, Inc. (US:MMSI) valued at $23,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 328 shares of Merit Medical Systems, Inc.. This represents a change in shares of 2.74% during the quarter. The current value of the position is $20,439 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.

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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)
2026-04-13 2026-03-31 13F MERIT MED SYS cs 589889104 337 9 2.74 23 -17.86 0.0005
2026-02-06 2025-12-31 13F MERIT MED SYS cs 589889104 328 -11 -3.24 29 0.00 0.0006
2026-02-06 2025-09-30 13F/A-1 MERIT MED SYS cs 589889104 339 111 48.68 28 -36.36 0.0007
2025-12-02 2025-09-30 13F MERIT MED SYS cs 589889104 215 -13 39 0.0010
2025-07-24 2025-06-30 13F MERIT MED SYS cs 589889104 228 -79 -25.73 44 37.50 0.0013
2025-05-05 2025-03-31 13F MERIT MED SYS cs 589889104 307 287 1,435.00 32 3,100.00 0.0010
2025-02-04 2024-12-31 13F MERIT MED SYS cs 589889104 20 1 5.26 2 0.00 0.0001
2025-02-04 2024-09-30 13F MERIT MED SYS cs 589889104 19 0 0.00 2 0.00 0.0001
2024-07-30 2024-06-30 13F MERIT MED SYS cs 589889104 19 11 137.50 2 0.0001
2024-07-30 2024-03-31 13F MERIT MED SYS cs 589889104 8 -33 -80.49 1 -100.00 0.0000
2024-01-09 2023-12-31 13F MERIT MED SYS cs 589889104 41 0 0.00 3 50.00 0.0001
2023-10-12 2023-09-30 13F MERIT MED SYS cs 589889104 41 0 0.00 3 -33.33 0.0001
2023-08-14 2023-06-30 13F/A-1 MERIT MED SYS cs 589889104 41 41 3 0.0001
2023-08-04 2023-06-30 13F MERIT MED SYS cs 589889104 41 41 2 0.0001
2023-04-18 2023-03-31 13F MERIT MED SYS cs 589889104 0 -11 -100.00 0 0.0000
2023-02-07 2022-12-31 13F MERIT MED SYS cs 589889104 11 11 0 0.0003
2021-07-13 2021-06-30 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2021-04-30 2021-03-31 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2021-01-25 2020-12-31 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2020-10-29 2020-09-30 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2020-08-05 2020-06-30 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2020-05-12 2020-03-31 13F MERIT MED SYS INC COM Stock 589889104 0 0 0 0.0000
2020-01-17 2019-12-31 13F MERIT MED SYS INC COM Stock 589889104 0 -23 -100.00 0 -100.00
2019-11-07 2019-09-30 13F MERIT MED SYS INC COM Stock 589889104 23 23 1 0.0001
2019-05-15 2019-03-31 13F MERIT MED SYS INC COM Stock 589889104 0 -99 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 MERIT MED SYS INC COM Stock 589889104 99 -4 -3.88 5 -16.67 0.0003
2019-01-23 2018-12-31 13F MERIT MED SYS INC COM Stock 589889104 99 -4 5 0.0003
2019-06-03 2018-09-30 13F/A-9 MERIT MED SYS INC COM Stock 589889104 103 -22 -17.60 6 0.00 0.0002
2018-10-25 2018-09-30 13F MERIT MED SYS INC COM Stock 589889104 103 -22 6 0.0002
2019-06-03 2018-06-30 13F/A-8 MERIT MED SYS INC COM Stock 589889104 125 -6 -4.58 6 0.00 0.0003
2018-08-07 2018-06-30 13F MERIT MED SYS INC COM Stock 589889104 125 -6 6
2018-05-09 2018-03-31 13F MERIT MED SYS INC COM Stock 589889104 131 131 4.80 6 0.00 0.0003
2019-06-03 2016-06-30 13F/A-2 MERIT MED SYS INC COM Stock 589889104 0 -127 -100.00 0 -100.00
2016-05-02 2016-03-31 13F MERIT MED SYS INC COM Stock 589889104 127 0 0.00 2 0.00 0.0001
2016-02-11 2015-12-31 13F MERIT MED SYS INC COM Stock 589889104 127 127 2 0.0001
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.