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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
25,122
shares
|
$2.46 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
25,094
shares
|
$2.46 Million
0.79% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
25,007
shares
|
$2.45 Million
0.73% of portfolio
|
Q1 2023
Reduced 99.1%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
24,993
shares
|
$2.45 Million
0.29% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
24,948
shares
|
$2.45 Million
0.74% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,908
shares
|
$2.44 Million
0.18% of portfolio
|
Q4 2022
Reduced 6.52%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
24,853
shares
|
$2.44 Million
0.54% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
24,847
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2022
Added 82.54%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
24,841
shares
|
$2.44 Million
0.58% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,824
shares
|
$2.43 Million
0.23% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
24,811
shares
|
$2.43 Million
0.22% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24,810
shares
|
$2.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
24,790
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
24,781
shares
|
$2.43 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
24,772
shares
|
$2.43 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
24,656
shares
|
$2.42 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
24,593
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
24,582
shares
|
$2.41 Million
0.57% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,571
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
24,547
shares
|
$2.41 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
24,544
shares
|
$2.41 Million
0.92% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
24,493
shares
|
$2.4 Million
0.89% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,450
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2024
Added 119.76%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
24,368
shares
|
$2.39 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
24,339
shares
|
$2.39 Million
0.74% of portfolio
|
Q3 2024
Added 5.85%
|