| 4 | WELLINGTON MANAGEMENT GROUP LLP | 86.2M | $11.08B | +2.3% | 3.492% | 1.91% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 67.7M | $8.70B | +0.7% | 2.743% | 0.39% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 60.7M | $7.79B | +2.0% | 2.459% | 0.42% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 54.4M | $6.99B | +9.2% | 2.201% | 0.93% |
| 8 | MORGAN STANLEY | 48.6M | $6.25B | +2.1% | 1.969% | 0.33% |
| 9 | FMR LLC | 45.4M | $5.84B | +2.1% | 1.840% | 0.25% |
| 10 | JPMORGAN CHASE & CO | 43.9M | $5.68B | -17.2% | 1.777% | 0.31% |
| 11 | Fisher Asset Management, LLC | 38.5M | $4.95B | +45.7% | 1.559% | 1.47% |
| 12 | NORGES BANK | 37.0M | $4.75B | — | 1.497% | 0.47% |
| 13 | BANK OF AMERICA CORP /DE/ | 30.5M | $3.92B | -0.8% | 1.236% | 0.25% |
| 14 | NORTHERN TRUST CORP | 26.3M | $3.38B | -3.0% | 1.064% | 0.39% |
| 15 | GOLDMAN SACHS GROUP INC | 23.6M | $3.04B | +8.3% | 0.957% | 0.26% |
| 16 | FRANKLIN RESOURCES INC | 19.5M | $2.51B | +20.2% | 0.791% | 0.54% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 19.5M | $2.51B | -4.3% | 0.791% | 0.46% |
| 18 | Legal & General Group Plc | 18.9M | $2.43B | -3.4% | 0.764% | 0.51% |
| 19 | Invesco Ltd. | 18.6M | $2.39B | -14.8% | 0.754% | 0.19% |
| 20 | Bank of New York Mellon Corp | 18.3M | $2.36B | -2.0% | 0.743% | 0.39% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 17.5M | $2.25B | +13.1% | 0.708% | 0.41% |
| 22 | AMERIPRISE FINANCIAL INC | 17.4M | $2.24B | +6.9% | 0.704% | 0.45% |
| 23 | Capital International Investors | 15.4M | $1.98B | +1668.0% | 0.623% | 0.41% |
| 24 | ROYAL BANK OF CANADA | 14.9M | $1.92B | +11.9% | 0.605% | 0.29% |
| 25 | UBS Group AG | 14.8M | $1.90B | +0.9% | 0.599% | 0.24% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MRK — a direct measure of their conviction.
| 78.96% |
| +0.26 pp |
| $169.80B |
| 9.6% |
| Q4 2024 | 3,401 | +2.5% | 78.70% | +1.95 pp | $187.92B | 8.4% |
| Q3 2024 | 3,318 | — | 76.75% | — | $205.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MRK institutional ownership rose by 1.95 percentage points quarter-over-quarter, with a net change of +83 holders.
The top 10 institutions account for 46.9% of all reported 13F value in MRK, and the top 25 account for 63.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Merck & Co., Inc. (MRK) Institutional Ownership