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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
811
shares
|
$69,737
0.05% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
809
shares
|
$69,565
0.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
808
shares
|
$69,479
0.04% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
800
shares
|
$68,792
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
790
shares
|
$67,932
0.05% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
770
shares
|
$66,212
0.02% of portfolio
|
Q4 2023
Added 35.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
759
shares
|
$65,266
0.02% of portfolio
|
Q3 2025
Reduced 36.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
748
shares
|
$64,320
0.0% of portfolio
|
Q2 2025
Added 164.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
744
shares
|
$63,976
0.04% of portfolio
|
Q1 2024
Added 43.08%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
730
shares
|
$62,772
0.0% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
730
shares
|
$62,772
0.0% of portfolio
|
Q1 2024
Added 25.86%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
724
shares
|
$62,256
0.09% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
718
shares
|
$61,740
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
709
shares
|
$60,966
0.03% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
682
shares
|
$58,645
0.04% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
675
shares
|
$58,043
0.04% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
669
shares
|
$57,527
0.04% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
665
shares
|
$57,183
0.81% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
642
shares
|
$55,205
0.06% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
639
shares
|
$54,947
0.02% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
636
shares
|
$54,689
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
606
shares
|
$52,109
0.01% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
601
shares
|
$51,679
0.0% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
600
shares
|
$51,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
600
shares
|
$51,594
0.06% of portfolio
|
Q1 2022
Reduced 4.0%
|