Merck & CoMRK
13F holders, Q4 2024 (December 31)12holders −1
0new positions
1sold out
$99.48avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Merck & Co Inc (MRK) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Bruce & Co., Inc. ($21.2M), Cohen Klingenstein LLC ($13.4M) and Grassi Investment Management ($10.3M).
- Company
- Merck & Co Inc
- CUSIP
- 589331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $100K |
All 13F filers, Q3 2024 → Q4 2024: 973 shares bought and 22,808 shares sold, net −21,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Bruce & Co., Inc. | 6.83% | Reduce -0.8% | 212,800 | $21.2M |
| Cohen Klingenstein LLC | 0.46% | Reduce -11.3% | 134,336 | $13.4M |
| Grassi Investment Management | 0.88% | Add +0.2% | 103,714 | $10.3M |
| Ironwood Investment Counsel, LLC | 1.23% | Reduce -2.5% | 72,115 | $7.2M |
| Curbstone Financial Management Corp | 0.51% | Add +1.9% | 24,002 | $2.4M |
| West Oak Capital, LLC | 1.06% | Add +1.6% | 20,092 | $2.0M |
| Blue Edge Capital, LLC | 0.28% | No change | 18,149 | $1.8M |
| Opus Capital Group, LLC | 0.07% | Reduce -18.2% | 5,738 | $571K |
| Wedgewood Investors Inc. | 0.24% | No change | 2,086 | $208K |
| AlphaMark Advisors, LLC | 0.00% | No change | 108 | $11K |
| Lummis Asset Management, LP | 0.01% | No change | 49 | $5K |
| 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.