Merck & Co., Inc. (MRK) Institutional Ownership

$129.48
-0.90 (-0.69%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Merck & Co., Inc. (NYSE:MRK)

Current
Institutional Ownership
Percentage
76.07%
Number of
Institutional Buyers
(last 12 months)
2257
Total
Institutional Inflows
(last 12 months)
$234.44B
Number of
Institutional Sellers
(last 12 months)
2076
Total
Institutional Outflows
(last 12 months)
$20.67B
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MRK Institutional Buying and Selling by Quarter

Merck & Co., Inc. Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024TD Asset Management Inc5,165,315$681.56M0.6%-4.1%0.204%
5/9/2024Dearborn Partners LLC293,600$38.74M1.7%-27.0%0.012%
5/9/2024Endowment Wealth Management Inc.2,558$338K0.3%-3.0%0.000%
5/9/2024Miramar Capital LLC77,449$10.10M2.5%-1.8%0.003%
5/9/2024Rogco LP8,804$1.16M0.5%+8.1%0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,509,332$199.16M0.5%+40.5%0.060%
5/8/2024Schneider Downs Wealth Management Advisors LP3,991$527K0.1%N/A0.000%
5/8/2024Camarda Financial Advisors LLC16,084$2.12M0.9%-1.1%0.001%
5/8/2024Taurus Asset Management LLC3,449$455K0.0%+4.4%0.000%
5/8/2024Edmond DE Rothschild Holding S.A.167,864$22.15M0.4%+0.5%0.007%
5/8/2024Cozad Asset Management Inc.42,210$5.57M0.6%-3.4%0.002%
5/8/2024Doheny Asset Management CA14,857$1.96M1.6%+13.3%0.001%
5/8/2024Richard C. Young & CO. LTD.193,750$25.57M3.2%-1.1%0.008%
5/8/2024Baltimore Washington Financial Advisors Inc.2,877$380K0.0%-6.6%0.000%
5/8/2024Sheets Smith Wealth Management22,325$2.95M0.3%+0.4%0.001%
5/8/2024Advisors Preferred LLC2,901$380K0.1%-31.7%0.000%
5/8/2024Bleakley Financial Group LLC83,536$11.02M0.3%+3.8%0.003%
5/8/2024Winthrop Capital Management LLC13,025$1.72M0.8%+1.2%0.001%
5/8/2024Great Diamond Partners LLC21,278$2.81M0.6%+1.9%0.001%
5/8/2024Neumann Capital Management LLC6,685$882K0.3%+36.8%0.000%
5/8/2024Heritage Wealth Advisors465,337$61.40M2.2%+1.7%0.018%
5/8/2024Baron Wealth Management LLC2,400$317K0.2%-11.3%0.000%
5/8/2024Focused Wealth Management Inc7,338$968K0.1%+2.8%0.000%
5/8/2024ProShare Advisors LLC487,079$64.27M0.2%-8.3%0.019%
5/8/2024Cognios Beta Neutral Large Cap Fund LP4,225$557K0.7%-18.3%0.000%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS556,292$73.40M0.5%+0.2%0.022%
5/8/2024Avantax Advisory Services Inc.138,465$18.27M0.2%+19.2%0.005%
5/8/2024US Bancorp DE2,025,302$267.24M0.4%-0.1%0.080%
5/8/2024SP Asset Management LLC104,187$13.75M1.3%-0.6%0.004%
5/8/2024Hohimer Wealth Management LLC2,844$375K0.1%N/A0.000%
5/8/2024Russell Investments Group Ltd.2,361,408$311.46M0.5%+17.8%0.093%
5/8/2024 Roffman Miller Associates Inc. PA249,937$32.98M2.2%-0.6%0.010%
5/8/2024 Qsemble Capital Management LP15,726$2.08M0.5%N/A0.001%
5/8/2024 QRG Capital Management Inc.469,726$61.98M0.8%-16.4%0.019%
5/8/2024 Legacy Capital Group California Inc.21,947$2.90M1.1%-19.3%0.001%
5/8/2024 New Republic Capital LLC4,384$582K0.4%-7.7%0.000%
5/8/2024 Semus Wealth Partners LLC3,204$423K0.4%-10.2%0.000%
5/8/2024 Keeler Thomas Management LLC11,586$1.53M0.5%-25.8%0.000%
5/8/2024 Delta Financial Advisors LLC8,664$1.14M0.5%+25.2%0.000%
5/8/2024 Thoroughbred Financial Services LLC35,848$4.73M0.5%-1.5%0.001%
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5/8/2024 Donoghue Forlines LLC15,372$2.03M0.6%+4.2%0.001%
5/7/2024 Verus Capital Partners LLC7,067$932K0.1%+2.5%0.000%
5/7/2024 Capital Square LLC10,680$1.41M1.0%+11.9%0.000%
5/7/2024 Meeder Advisory Services Inc.36,146$4.77M0.5%+7.4%0.001%
5/7/2024 Meeder Asset Management Inc.10,594$1.40M0.1%+51.1%0.000%
5/7/2024 NorthRock Partners LLC31,495$4.16M0.4%+27.8%0.001%
5/7/2024 Choate Investment Advisors80,547$10.63M0.3%+1.1%0.003%
5/7/2024 Sfmg LLC8,861$1.17M0.1%-70.5%0.000%
5/7/2024 American Planning Services Inc.1,609$212K0.2%N/A0.000%
5/7/2024 Fiduciary Family Office LLC26,898$3.55M1.4%+93.3%0.001%
5/7/2024 Abbrea Capital LLC47,386$6.29M0.8%+0.5%0.002%
5/7/2024 Sei Investments Co.1,556,024$205.32M0.3%+5.0%0.061%
5/7/2024 Redmond Asset Management LLC10,471$1.38M0.4%-4.5%0.000%
5/7/2024 GW Henssler & Associates Ltd.170,357$22.48M1.3%-1.7%0.007%
5/7/2024 Bedel Financial Consulting Inc.6,260$826K0.1%-1.3%0.000%
5/7/2024 Chilton Capital Management LLC251,814$33.23M1.6%+3.6%0.010%
5/7/2024 Stonebrook Private Inc.36,266$4.79M1.4%+5.5%0.001%
5/7/2024 Nixon Peabody Trust Co.70,617$9.32M0.9%+3.4%0.003%
5/7/2024 Bey Douglas LLC20,357$2.69M2.6%-0.4%0.001%
5/7/2024 Concurrent Investment Advisors LLC82,896$10.94M0.4%-2.9%0.003%
5/7/2024 Significant Wealth Partners LLC2,849$376K0.2%-83.5%0.000%
5/7/2024 Keudell Morrison Wealth Management12,621$1.67M0.5%+1.2%0.000%
5/7/2024 Atomi Financial Group Inc.28,109$3.71M0.3%+3.7%0.001%
5/7/2024 Reynders McVeigh Capital Management LLC27,990$3.69M0.2%-35.9%0.001%
5/7/2024 Allegheny Financial Group LTD29,886$3.94M1.2%-8.3%0.001%
5/7/2024 Montag A & Associates Inc.171,959$22.82M1.1%+1.5%0.007%
5/7/2024 Redwood Wealth Management Group LLC14,945$1.97M2.1%-3.7%0.001%
5/7/2024 WealthPLAN Partners LLC10,131$1.34M0.1%-1.0%0.000%
5/7/2024 Keating Investment Counselors Inc.3,553$469K0.2%-31.6%0.000%
5/7/2024 Horizon Investment Services LLC1,978$261K0.1%-6.1%0.000%
5/7/2024 49 Wealth Management LLC3,309$433K0.1%+26.8%0.000%
5/7/2024 BOS Asset Management LLC4,951$653K0.3%-5.9%0.000%
5/7/2024 KCM Investment Advisors LLC76,530$10.10M0.4%+5.8%0.003%
5/7/2024 Tectonic Advisors LLC54,537$7.20M0.5%+2.3%0.002%
5/7/2024 Smithfield Trust Co118,054$15.58M0.8%-3.5%0.005%
5/7/2024 Bernardo Wealth Planning LLC17,182$2.27M0.6%-2.7%0.001%
5/7/2024 Swiss National Bank7,588,751$1.00B0.7%-4.4%0.300%
5/7/2024 NTV Asset Management LLC27,474$3.63M0.6%+3.5%0.001%
5/7/2024 Forsta AP Fonden669,900$88.39M0.7%+0.1%0.026%
5/7/2024 Hyman Charles D187,391$24.73M1.4%+0.7%0.007%
5/7/2024 Avalon Trust Co190,341$25.12M2.1%+0.2%0.008%
5/7/2024 Highland Capital Management LLC287,950$38.00M2.2%-0.7%0.011%
5/7/2024 Illinois Municipal Retirement Fund470,775$62.12M0.9%-0.9%0.019%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.16,000$2.11M1.1%N/A0.001%
5/7/2024 Lipe & Dalton11,927$1.57M0.8%+0.9%0.000%
5/7/2024 Zevenbergen Capital Investments LLC1,565$207K0.0%N/A0.000%
5/7/2024 Advantage Trust Co350$46K0.0%-50.0%0.000%
5/7/2024 Capital Wealth Planning LLC2,267,952$299.26M3.2%-9.8%0.090%
5/7/2024 Nvwm LLC8,997$1.19M0.3%+5.7%0.000%
5/7/2024 OPTIMAS CAPITAL Ltd59,865$7.90M6.9%+163.7%0.002%
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5/7/2024 Codex Capital L.L.C.54,000$7.13M3.4%+37.6%0.002%
5/7/2024 Gibraltar Capital Management Inc.57,962$7.65M3.6%-4.1%0.002%
5/7/2024 Sustainable Insight Capital Management LLC1,541$203K0.1%N/A0.000%
5/7/2024 Nelson Capital Management LLC33,564$4.43M0.8%-2.1%0.001%
5/7/2024 Aull & Monroe Investment Management Corp20,108$2.65M1.2%-2.1%0.001%
5/7/2024 Oppenheimer Asset Management Inc.327,656$43.23M0.6%-19.0%0.013%
5/7/2024 PFG Advisors23,627$3.12M0.2%+1.7%0.001%
5/7/2024 Oppenheimer & Co. Inc.198,137$26.14M0.4%-0.1%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management21,450$2.83M0.1%-2.6%0.001%
5/7/2024 Obermeyer Wood Investment Counsel Lllp184,316$24.32M1.4%+6.9%0.007%
(Data available from 1/1/2016 forward)

MRK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MRK shares?

During the previous two years, 3,684 institutional investors and hedge funds held shares of Merck & Co., Inc.. The most heavily invested institutionals were Vanguard Group Inc. ($25.07B), BlackRock Inc. ($22.25B), State Street Corp ($13.77B), Wellington Management Group LLP ($9.33B), Geode Capital Management LLC ($6.07B), Morgan Stanley ($3.97B), and Charles Schwab Investment Management Inc. ($3.97B).Learn more on MRK's institutional investors.

What percentage of Merck & Co., Inc. stock is owned by institutional investors?

76.07% of Merck & Co., Inc. stock is owned by institutional investors. Learn more on MRK's institutional investor holdings.

Which institutional investors have been buying Merck & Co., Inc. stock?

Of the 3,217 institutional investors that purchased Merck & Co., Inc. stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.86B), Norges Bank ($28.51M), Price T Rowe Associates Inc. MD ($16.69M), FMR LLC ($16.10M), Wellington Management Group LLP ($14.90M), Envestnet Asset Management Inc. ($8.05M), and Vanguard Group Inc. ($7.97M).

How much institutional buying is happening at Merck & Co., Inc.?

Institutional investors have bought a total of 2,189,230,874 shares in the last 24 months. This purchase volume represents approximately $248.38B in transactions.

Which Merck & Co., Inc. major shareholders have been selling company stock?

Of the 2,670 institutional investors that sold Merck & Co., Inc. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($57.42M), Franklin Resources Inc. ($11.12M), Massachusetts Financial Services Co. MA ($10.67M), BlackRock Inc. ($7.07M), Renaissance Technologies LLC ($6.76M), Bank of New York Mellon Corp ($6.59M), and Deutsche Bank AG ($6.36M).

How much institutional selling is happening at Merck & Co., Inc.?

Institutional investors have sold a total of 327,591,300 shares in the last 24 months. This volume of shares sold represents approximately $34.19B in transactions.


This page (NYSE:MRK) was last updated on 5/9/2024 by MarketBeat.com Staff

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