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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
4,831
shares
|
$415,417
0.13% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,825
shares
|
$414,901
0.07% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,813
shares
|
$413,869
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,812
shares
|
$413,783
0.02% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,811
shares
|
$413,697
0.23% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
4,788
shares
|
$411,720
0.02% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
4,777
shares
|
$410,774
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
4,775
shares
|
$410,602
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
4,774
shares
|
$410,516
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,773
shares
|
$410,430
0.08% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
4,764
shares
|
$409,656
0.13% of portfolio
|
Q1 2024
Reduced 12.51%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,755
shares
|
$408,882
0.24% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,750
shares
|
$408,452
0.17% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
4,748
shares
|
$408,280
0.15% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,744
shares
|
$407,936
0.05% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,743
shares
|
$407,850
0.04% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
4,740
shares
|
$407,592
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,738
shares
|
$407,420
0.18% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
4,737
shares
|
$407,334
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
4,733
shares
|
$406,990
0.46% of portfolio
|
Q2 2023
Reduced 7.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4,732
shares
|
$406,904
0.05% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
4,726
shares
|
$406,388
0.06% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,723
shares
|
$406,130
0.25% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,719
shares
|
$405,786
0.18% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
4,708
shares
|
$404,840
0.36% of portfolio
|
Q2 2025
Added 3.77%
|