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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
24,298
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
24,287
shares
|
$2.38 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
24,232
shares
|
$2.38 Million
0.23% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
24,193
shares
|
$2.37 Million
0.62% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
24,084
shares
|
$2.36 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
24,024
shares
|
$2.36 Million
1.89% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
24,000
shares
|
$2.35 Million
2.28% of portfolio
|
Q3 2024
Reduced 72.25%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
24,000
shares
|
$2.35 Million
2.3% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
23,969
shares
|
$2.35 Million
1.46% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
23,905
shares
|
$2.34 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
23,861
shares
|
$2.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
23,828
shares
|
$2.34 Million
0.71% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
23,802
shares
|
$2.33 Million
0.68% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
23,792
shares
|
$2.33 Million
1.19% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
23,743
shares
|
$2.33 Million
1.27% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
23,717
shares
|
$2.33 Million
0.36% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
23,716
shares
|
$2.33 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
23,661
shares
|
$2.32 Million
0.99% of portfolio
|
Q3 2024
Added 22.51%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
23,629
shares
|
$2.32 Million
0.2% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
23,605
shares
|
$2.31 Million
1.73% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
23,529
shares
|
$2.31 Million
1.39% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
23,456
shares
|
$2.3 Million
1.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
23,450
shares
|
$2.3 Million
0.35% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,428
shares
|
$2.3 Million
0.74% of portfolio
|
Q1 2024
Added 99.32%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,418
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|