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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,128
shares
|
$182,986
0.38% of portfolio
|
Q3 2023
Added 2.55%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,120
shares
|
$182,298
0.07% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,069
shares
|
$177,913
0.02% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,060
shares
|
$177,139
0.03% of portfolio
|
Q2 2025
Reduced 92.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,059
shares
|
$177,053
0.05% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,056
shares
|
$176,795
0.02% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
2,050
shares
|
$176,279
0.11% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,034
shares
|
$174,903
0.03% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,023
shares
|
$173,957
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,006
shares
|
$172,495
0.2% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,004
shares
|
$172,323
0.04% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,002
shares
|
$172,151
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$171,980
0.03% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,982
shares
|
$170,432
0.1% of portfolio
|
Q2 2025
Added 70.57%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
1,975
shares
|
$169,830
0.02% of portfolio
|
Q1 2023
Reduced 0.5%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,971
shares
|
$169,486
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,964
shares
|
$168,884
0.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,939
shares
|
$166,734
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,932
shares
|
$166,132
0.09% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,877
shares
|
$161,403
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,869
shares
|
$160,715
0.05% of portfolio
|
Q2 2025
Reduced 45.38%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,869
shares
|
$160,715
0.08% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,868
shares
|
$160,629
0.11% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,866
shares
|
$160,457
0.0% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,860
shares
|
$159,941
0.11% of portfolio
|
Q2 2024
Reduced 5.39%
|