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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
24,250
shares
|
$2.08 Million
0.65% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
24,237
shares
|
$2.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
24,192
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
24,077
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
24,022
shares
|
$2.06 Million
0.21% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
24,021
shares
|
$2.06 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
24,013
shares
|
$2.06 Million
1.24% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
23,949
shares
|
$2.05 Million
1.51% of portfolio
|
Q2 2025
Added 209.14%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
23,915
shares
|
$2.05 Million
0.44% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
23,863
shares
|
$2.05 Million
0.62% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
23,858
shares
|
$2.04 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
23,797
shares
|
$2.04 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
23,792
shares
|
$2.04 Million
1.19% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
23,780
shares
|
$2.04 Million
0.28% of portfolio
|
Q2 2025
Reduced 36.83%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
23,748
shares
|
$2.04 Million
0.35% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
23,727
shares
|
$2.03 Million
0.73% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
23,683
shares
|
$2.03 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
23,668
shares
|
$2.03 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
23,635
shares
|
$2.03 Million
0.15% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
23,630
shares
|
$2.03 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
23,619
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
23,612
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
23,612
shares
|
$2.02 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
23,587
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
23,538
shares
|
$2.02 Million
0.27% of portfolio
|
Q2 2025
Added 17.6%
|