Merck & CoMRK
13F holders, Q1 2025 (March 31)8holders −4
0new positions
3sold out
$86.52avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Merck & Co Inc (MRK) in their 13F filings, down 4 from Q4 2024. 0 opened new positions and 3 sold out. The largest holders were Bruce & Co., Inc. ($18.2M), Cohen Klingenstein LLC ($11.4M) and Grassi Investment Management ($9.4M).
- Company
- Merck & Co Inc
- CUSIP
- 589331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,774 shares bought and 43,634 shares sold, net −39,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Bruce & Co., Inc. | 5.86% | Reduce -4.7% | 202,800 | $18.2M |
| Cohen Klingenstein LLC | 0.41% | Reduce -5.2% | 127,335 | $11.4M |
| Grassi Investment Management | 0.87% | Add +1.1% | 104,865 | $9.4M |
| Ironwood Investment Counsel, LLC | 1.16% | Add +3.5% | 74,663 | $6.7M |
| Blue Edge Capital, LLC | 0.26% | No change | 18,149 | $1.6M |
| Opus Capital Group, LLC | 0.06% | Reduce -8.6% | 5,242 | $471K |
| West Oak Capital, LLC | 0.01% | Add +0.4% | 20,167 | $18K |
| 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.