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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
983
shares
|
$84,528
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
982
shares
|
$84,442
0.02% of portfolio
|
Q1 2025
Added 96.01%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
956
shares
|
$82,206
0.02% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
953
shares
|
$81,948
0.02% of portfolio
|
Q3 2022
Reduced 27.14%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
937
shares
|
$80,572
0.02% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
903
shares
|
$77,648
0.09% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
893
shares
|
$76,789
0.05% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
885
shares
|
$76,101
0.06% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
883
shares
|
$75,929
0.02% of portfolio
|
Q2 2025
Added 404.57%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
875
shares
|
$75,241
0.05% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
874
shares
|
$75,155
0.03% of portfolio
|
Q2 2025
Added 43600.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
870
shares
|
$74,811
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
865
shares
|
$74,381
0.04% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
853
shares
|
$73,349
0.03% of portfolio
|
Q2 2025
Added 35.18%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
849
shares
|
$73,005
0.02% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
846
shares
|
$72,747
0.05% of portfolio
|
Q1 2022
Reduced 9.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
842
shares
|
$72,403
0.05% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
841
shares
|
$72,317
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
838
shares
|
$72,059
0.0% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
825
shares
|
$70,941
0.06% of portfolio
|
Q2 2023
Added 2.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
816
shares
|
$70,167
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
813
shares
|
$69,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
813
shares
|
$69,909
0.05% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
813
shares
|
$69,909
0.03% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
813
shares
|
$69,909
0.15% of portfolio
|
Q3 2025
Reduced 94.94%
|