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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
4,083
shares
|
$351,097
0.06% of portfolio
|
Q1 2024
Added 40.65%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,073
shares
|
$350,237
0.58% of portfolio
|
Q2 2022
Added 4.28%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,062
shares
|
$349,291
0.08% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
4,061
shares
|
$349,205
0.17% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,049
shares
|
$348,173
0.18% of portfolio
|
Q3 2023
Added 55.73%
|
|
|
Gagnon Securities LLC
|
Jul 23, 2025 Q2 2025 |
4,040
shares
|
$347,399
0.07% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
4,038
shares
|
$347,227
0.12% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
4,021
shares
|
$345,765
0.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,021
shares
|
$345,765
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
4,006
shares
|
$344,475
0.23% of portfolio
|
Q2 2025
Reduced 88.23%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
3,998
shares
|
$343,788
0.22% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
3,994
shares
|
$343,444
0.23% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
3,991
shares
|
$343,186
0.15% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,987
shares
|
$342,842
0.25% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,983
shares
|
$342,498
0.07% of portfolio
|
Q2 2025
Reduced 88.64%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
3,981
shares
|
$342,326
0.08% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
3,972
shares
|
$341,552
0.21% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,969
shares
|
$341,294
0.17% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,969
shares
|
$341,294
0.14% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,964
shares
|
$340,864
0.07% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,963
shares
|
$340,778
0.29% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3,962
shares
|
$340,692
0.18% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
3,961
shares
|
$340,606
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
3,952
shares
|
$339,832
0.11% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,951
shares
|
$339,746
0.28% of portfolio
|
Q2 2025
Added 19.69%
|