Merck & CoMRK
13F holders, Q1 2024 (March 31)11holders
$131.95avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Merck & Co Inc (MRK) in their 13F filings. The largest holders were Bruce & Co., Inc. ($29.1M), Cohen Klingenstein LLC ($20.0M) and Grassi Investment Management ($13.8M).
- Company
- Merck & Co Inc
- CUSIP
- 589331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 11 holders
| Bruce & Co., Inc. | 9.80% | No change | 220,700 | $29.1M |
| Cohen Klingenstein LLC | 0.74% | No change | 151,580 | $20.0M |
| Grassi Investment Management | 1.25% | Reduce -0.2% | 104,263 | $13.8M |
| Ironwood Investment Counsel, LLC | 1.70% | Add +0.7% | 73,789 | $9.7M |
| Curbstone Financial Management Corp | 0.70% | Reduce -2.2% | 24,472 | $3.2M |
| West Oak Capital, LLC | 1.09% | Add +1.1% | 19,453 | $2.6M |
| Blue Edge Capital, LLC | 0.39% | No change | 17,847 | $2.4M |
| Opus Capital Group, LLC | 0.13% | Reduce -11.7% | 6,493 | $857K |
| AlphaMark Advisors, LLC | 0.02% | Add +39.5% | 438 | $58K |
| Lummis Asset Management, LP | 0.01% | No change | 49 | $6K |
| Huntington National Bank | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is MRK's weight in each manager's 13F, not the share of Merck & Co Inc the manager owns.