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 3,828 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,371
shares
|
$823,204
0.12% of portfolio
|
Q3 2023
Added 6.07%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,371
shares
|
$823,204
0.55% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
8,364
shares
|
$822,515
0.26% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
8,363
shares
|
$822,417
0.22% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
8,358
shares
|
$821,925
0.45% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
8,353
shares
|
$821,434
0.35% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,335
shares
|
$819,663
0.29% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,315
shares
|
$817,697
0.1% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
8,303
shares
|
$816,517
0.08% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
8,290
shares
|
$815,238
0.3% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,276
shares
|
$813,861
0.05% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
8,266
shares
|
$812,878
1.46% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,252
shares
|
$811,501
0.11% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
8,249
shares
|
$811,206
0.27% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
8,248
shares
|
$811,108
0.35% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,239
shares
|
$810,223
0.28% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,235
shares
|
$809,829
0.06% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
8,222
shares
|
$808,551
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
8,221
shares
|
$808,453
0.48% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
8,191
shares
|
$805,502
0.27% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,189
shares
|
$805,306
0.25% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
8,158
shares
|
$802,257
0.12% of portfolio
|
Q4 2021
Reduced 2.11%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,157
shares
|
$802,159
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
8,157
shares
|
$802,159
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
8,148
shares
|
$801,274
0.38% of portfolio
|
Q3 2024
New holding
|