Institutional Ownership Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK). We have compiled data on the 3,819 institutions that hold shares in the stock, with a total of 1.88 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
500
shares
|
$48,720
0.09% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
492
shares
|
$47,940
0.01% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
477
shares
|
$46,478
0.02% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
476
shares
|
$46,381
0.03% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
420
shares
|
$40,924
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
419
shares
|
$40,827
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
417
shares
|
$40,632
0.03% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
411
shares
|
$40,047
0.03% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
403
shares
|
$39,268
0.03% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$38,976
0.04% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
400
shares
|
$38,976
0.04% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
400
shares
|
$38,976
0.02% of portfolio
|
Q3 2024
Reduced 84.62%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
392
shares
|
$38,196
0.03% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
392
shares
|
$38,196
1.27% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
386
shares
|
$37,611
0.01% of portfolio
|
Q2 2024
Added 72.32%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
382
shares
|
$37,222
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
380
shares
|
$37,027
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
379
shares
|
$36,929
0.07% of portfolio
|
Q3 2024
Added 47.47%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
367
shares
|
$35,760
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
359
shares
|
$34,980
0.05% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
358
shares
|
$34,883
0.01% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
354
shares
|
$34,493
0.01% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
350
shares
|
$34,104
0.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
339
shares
|
$33,032
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
336
shares
|
$32,739
0.02% of portfolio
|
Q3 2024
Added 38.27%
|