Merck & CoMRK
13F holders, Q2 2024 (June 30)13holders +2
1new positions
0sold out
$123.80avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Merck & Co Inc (MRK) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Bruce & Co., Inc. ($27.8M), Cohen Klingenstein LLC ($18.8M) and Grassi Investment Management ($12.8M).
- Company
- Merck & Co Inc
- CUSIP
- 589331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $107K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 4,804 shares bought and 2,644 shares sold, net +2,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Bruce & Co., Inc. | 9.29% | Add +1.7% | 224,500 | $27.8M |
| Cohen Klingenstein LLC | 0.68% | No change | 151,580 | $18.8M |
| Grassi Investment Management | 1.14% | Reduce -0.5% | 103,764 | $12.8M |
| Ironwood Investment Counsel, LLC | 1.62% | Reduce -0.7% | 73,247 | $9.1M |
| Curbstone Financial Management Corp | 0.62% | Reduce -5.9% | 23,024 | $2.9M |
| West Oak Capital, LLC | 0.97% | Reduce -0.2% | 19,408 | $2.4M |
| Blue Edge Capital, LLC | 0.37% | No change | 17,847 | $2.2M |
| Opus Capital Group, LLC | 0.12% | Add +2.2% | 6,634 | $821K |
| Wedgewood Investors Inc. | 0.31% | — | 2,086 | $258K |
| 1620 Investment Advisors, Inc. | 0.08% | New | 863 | $107K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -25.1% | 328 | $41K |
| 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.