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 3,827 institutions that hold shares in the stock, with a total of 1.87 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 |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
30,901
shares
|
$3.03 Million
2.02% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
30,753
shares
|
$3.02 Million
0.73% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
30,750
shares
|
$3.02 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Tsp Capital Management Group, LLC
|
Oct 15, 2024 Q3 2024 |
30,726
shares
|
$3.01 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
30,707
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
30,700
shares
|
$3.01 Million
0.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
30,700
shares
|
$3.01 Million
1.1% of portfolio
|
Q1 2022
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
30,677
shares
|
$3.01 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
30,631
shares
|
$3 Million
0.17% of portfolio
|
Q3 2022
Added 7.51%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
30,465
shares
|
$2.99 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
30,452
shares
|
$2.99 Million
0.3% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
30,409
shares
|
$2.98 Million
0.3% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
30,391
shares
|
$2.98 Million
0.93% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
30,359
shares
|
$2.98 Million
0.99% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
30,351
shares
|
$2.98 Million
1.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
30,272
shares
|
$2.97 Million
0.27% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
30,250
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
30,223
shares
|
$2.96 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
30,162
shares
|
$2.96 Million
1.54% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
30,113
shares
|
$2.95 Million
0.1% of portfolio
|
Q3 2024
Reduced 93.05%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
30,085
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,031
shares
|
$2.94 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
30,015
shares
|
$2.94 Million
0.77% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
29,980
shares
|
$2.94 Million
0.65% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
29,952
shares
|
$2.94 Million
0.69% of portfolio
|
Q3 2024
Reduced 18.95%
|