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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
21,960
shares
|
$2.15 Million
0.97% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
21,942
shares
|
$2.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
21,926
shares
|
$2.15 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
21,855
shares
|
$2.14 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
21,848
shares
|
$2.14 Million
0.65% of portfolio
|
Q3 2024
Reduced 58.78%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
21,805
shares
|
$2.14 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
21,805
shares
|
$2.14 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
21,798
shares
|
$2.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Baker Chad R
Perrysburg, OH |
Oct 18, 2024 Q3 2024 |
21,700
shares
|
$2.13 Million
0.5% of portfolio
|
Q2 2021
Reduced 29.03%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
21,694
shares
|
$2.13 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
21,647
shares
|
$2.12 Million
1.64% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
21,616
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
21,572
shares
|
$2.12 Million
0.34% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
21,567
shares
|
$2.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
21,538
shares
|
$2.11 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
21,524
shares
|
$2.11 Million
1.39% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
21,463
shares
|
$2.1 Million
0.43% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
21,461
shares
|
$2.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
21,405
shares
|
$2.1 Million
1.06% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
21,398
shares
|
$2.1 Million
0.64% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
21,386
shares
|
$2.1 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
21,367
shares
|
$2.1 Million
0.92% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
21,366
shares
|
$2.09 Million
0.78% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
21,317
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,281
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Added 2.17%
|