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 3,846 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 $166 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
31,747
shares
|
$2.69 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
31,656
shares
|
$2.68 Million
1.51% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
31,566
shares
|
$2.67 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
31,561
shares
|
$2.67 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
31,500
shares
|
$2.67 Million
1.2% of portfolio
|
Q2 2022
Reduced 8.5%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
31,378
shares
|
$2.66 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
31,258
shares
|
$2.65 Million
1.91% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
31,106
shares
|
$2.63 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.97%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30,997
shares
|
$2.63 Million
0.07% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
30,978
shares
|
$2.62 Million
0.49% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
30,932
shares
|
$2.62 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,920
shares
|
$2.62 Million
1.67% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
30,913
shares
|
$2.62 Million
0.53% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
30,839
shares
|
$2.61 Million
0.21% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
30,799
shares
|
$2.61 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
30,783
shares
|
$2.61 Million
0.4% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
30,742
shares
|
$2.6 Million
1.02% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
30,700
shares
|
$2.6 Million
1.1% of portfolio
|
Q1 2022
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
30,656
shares
|
$2.6 Million
0.24% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
30,635
shares
|
$2.59 Million
0.45% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
30,631
shares
|
$2.59 Million
0.17% of portfolio
|
Q3 2022
Added 7.51%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
30,623
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
30,500
shares
|
$2.58 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
30,463
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
30,452
shares
|
$2.58 Million
0.3% of portfolio
|
Q4 2022
Reduced 0.16%
|