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 3,952 institutions that hold shares in the stock, with a total of 1.94 Billion shares, which have been reported (via 13F filing form) to have a value of $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
12,880
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
12,822
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
12,801
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,760
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
12,756
shares
|
$1.14 Million
0.27% of portfolio
|
Q4 2024
Added 64.28%
|
|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12,750
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2019
Reduced 2.3%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
12,747
shares
|
$1.14 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
12,724
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,649
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,644
shares
|
$1.13 Million
0.58% of portfolio
|
Q3 2023
Reduced 9.52%
|
|
|
Karani Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,634
shares
|
$1.13 Million
1.17% of portfolio
|
Q4 2024
Added 722.53%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
12,632
shares
|
$1.13 Million
0.59% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,629
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,575
shares
|
$1.13 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
12,571
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
12,560
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 128.61%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
12,548
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2023
Added 31.42%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,537
shares
|
$1.12 Million
0.82% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
12,529
shares
|
$1.12 Million
1.05% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
12,493
shares
|
$1.12 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
12,492
shares
|
$1.12 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
12,485
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,480
shares
|
$1.12 Million
0.58% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
12,454
shares
|
$1.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,438
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2023
Added 0.44%
|