Institutional Ownership Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK). We have compiled data on the 3,842 institutions that hold shares in the stock, with a total of 1.96 Billion shares, which have been reported (via 13F filing form) to have a value of $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,957
shares
|
$598,232
0.32% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,955
shares
|
$598,060
0.07% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,941
shares
|
$596,856
0.19% of portfolio
|
Q2 2023
Added 0.26%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
6,937
shares
|
$596,512
0.14% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
6,929
shares
|
$595,824
0.04% of portfolio
|
Q2 2025
Reduced 62.59%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
6,927
shares
|
$595,652
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
6,908
shares
|
$594,018
0.08% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,906
shares
|
$593,846
0.1% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$593,331
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
6,900
shares
|
$593,331
0.12% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,900
shares
|
$593,331
0.77% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
6,885
shares
|
$592,041
0.04% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,879
shares
|
$591,525
0.05% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
6,875
shares
|
$591,181
0.05% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
6,862
shares
|
$590,063
0.35% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,850
shares
|
$589,031
0.11% of portfolio
|
Q1 2025
Reduced 86.75%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
6,841
shares
|
$588,257
0.4% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
6,840
shares
|
$588,171
0.22% of portfolio
|
Q2 2025
Reduced 51.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,836
shares
|
$587,827
0.08% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
6,813
shares
|
$585,849
0.1% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
6,803
shares
|
$584,989
0.14% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
6,773
shares
|
$582,410
0.39% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,768
shares
|
$581,980
0.04% of portfolio
|
Q2 2025
Reduced 62.25%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
6,756
shares
|
$580,948
0.4% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
6,755
shares
|
$580,862
0.33% of portfolio
|
Q2 2025
Reduced 0.73%
|