Merck Ownership | Who Owns Merck?
Merck Ownership Summary
Merck is owned by 76.81% institutional investors, 0.06% insiders, and 23.13% retail investors. Vanguard group is the largest institutional shareholder, holding 9.66% of MRK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Merck shares.
MRK Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Merck | 76.81% | 0.06% | 23.13% |
Sector | Healthcare Stocks | 47.38% | 7.99% | 44.63% |
Industry | Drug Manufacturers - General Stocks | 55.65% | 0.09% | 44.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 244.68M | 9.66% | $30.29B |
Blackrock | 207.30M | 8.18% | $25.66B |
State street | 117.49M | 4.64% | $14.63B |
Wellington management group llp | 72.48M | 2.86% | $8.97B |
Geode capital management | 57.02M | 2.25% | $7.04B |
Fmr | 50.65M | 2.00% | $6.27B |
Morgan stanley | 42.22M | 1.67% | $5.23B |
Norges bank | 33.81M | 1.33% | $4.19B |
Jpmorgan chase | 27.84M | 1.10% | $3.45B |
Northern trust | 26.82M | 1.06% | $3.32B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Radnor capital management | 519.68K | 19.62% | $64.34M |
Kahn brothers group | 591.91K | 12.32% | $73.28M |
Wallace advisory group | 115.74K | 10.31% | $14.33M |
Srb | 1.33M | 9.74% | $164.36M |
Slocum, gordon & co llp | 104.62K | 9.64% | $12.95M |
Healthinvest partners ab | 112.73K | 8.51% | $13.96M |
Antipodes partners | 1.68M | 7.54% | $207.44M |
W advisors | 76.54K | 6.21% | $9.48M |
Adalta capital management | 90.18K | 6.11% | $11.23M |
Round hill asset management | 72.94K | 5.76% | $9.03M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 33.81M | 0.63% | 33.81M |
Ubs asset management americas | 17.45M | 0.62% | 4.90M |
Alphinity investment management pty | 5.48M | 4.99% | 4.01M |
Royal bank of canada | 15.69M | 0.44% | 2.14M |
Los angeles capital management | 2.81M | 1.24% | 1.96M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wellington management group llp | 72.48M | 1.60% | -13.87M |
Price t rowe associates inc /md/ | 24.73M | 0.37% | -4.91M |
Franklin resources | 14.21M | 0.54% | -3.48M |
Nuveen asset management | 13.80M | 0.50% | -2.75M |
Holocene advisors, lp | - | - | -2.49M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 33.81M | 0.63% | 33.81M | $4.19B |
J. safra sarasin | 868.93K | 1.96% | 868.93K | $107.53M |
Actiam | 813.84K | 1.98% | 813.84K | $100.75M |
Corebridge financial | 636.16K | 0.43% | 636.16K | $78.76M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 530.73K | 0.74% | 530.73K | $65.70M |
Sold Out
Holder | Change |
---|---|
Lgt financial advisors | -12.00 |
Tfo-tdc | -23.00 |
Hwg lp | -50.00 |
Vima | -90.00 |
Fairway wealth | -185.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 3,504 | -1.49% | 1,945,602,474 | 1.71% | 76 | 1.35% | 1,705 | 3.96% | 1,334 | -9.00% |
Mar 31, 2024 | 3,557 | 2.77% | 1,912,925,260 | -0.73% | 75 | 1.31% | 1,640 | 2.37% | 1,466 | 0.83% |
Dec 31, 2023 | 3,461 | 6.43% | 1,926,947,421 | 2.70% | 75 | 1.39% | 1,602 | 12.74% | 1,454 | 4.75% |
Sep 30, 2023 | 3,252 | -1.30% | 1,876,253,970 | -2.40% | 73 | 1.29% | 1,421 | 1.43% | 1,388 | -4.01% |
Jun 30, 2023 | 3,295 | 1.98% | 1,922,407,953 | -2.84% | 75 | 1.25% | 1,401 | 2.94% | 1,446 | 0.84% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 80.32M | 3.17% | 128.13K |
Vanguard Institutional 500 Index Trust | 66.40M | 2.62% | 142.55K |
Fidelity 500 Index | 31.16M | 1.23% | -43.18K |
SPDR® S&P 500® ETF Trust | 30.73M | 1.21% | -21.64K |
iShares Core S&P 500 ETF | 28.22M | 1.12% | 43.44K |
Vanguard Value Index Inv | 21.44M | 0.85% | 454.32K |
Vanguard Health Care Inv | 19.27M | 0.76% | 1.51M |
The Health Care Select Sector SPDR® ETF | 18.70M | 0.74% | -6.91K |
Vanguard Institutional Index I | 16.12M | 0.64% | -144.19K |
Vanguard Equity-Income Inv | 13.74M | 0.54% | 2.84M |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 14, 2024 | Litchfield Caroline | EVP & CFO | Sell | $4.81M |
Feb 14, 2024 | Davis Robert M | Chairman, CEO & President | Sell | $10.66M |
Feb 13, 2024 | Davis Robert M | Chairman, CEO & President | Sell | $15.68M |
Feb 13, 2024 | Davis Robert M | Chairman, CEO & President | Sell | $3.20M |
Feb 13, 2024 | Romanelli Joseph | President, Human Health Int?l | Sell | $124.89K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | 10 |
2023 Q4 | - | 2 |
2023 Q3 | - | 4 |
MRK Ownership FAQ
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