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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
21,144
shares
|
$1.81 Million
0.42% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,092
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 32.17%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
21,009
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
21,004
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,936
shares
|
$1.79 Million
0.57% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
20,900
shares
|
$1.79 Million
1.87% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,765
shares
|
$1.78 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,757
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2023
Added 2.82%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
20,710
shares
|
$1.77 Million
0.27% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
20,626
shares
|
$1.77 Million
0.78% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
20,602
shares
|
$1.77 Million
0.73% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
20,602
shares
|
$1.77 Million
0.31% of portfolio
|
Q2 2025
Added 150.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,555
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
20,487
shares
|
$1.76 Million
0.79% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
20,484
shares
|
$1.76 Million
0.47% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
20,462
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,384
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
20,339
shares
|
$1.74 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,330
shares
|
$1.74 Million
0.53% of portfolio
|
Q4 2024
Reduced 36.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,320
shares
|
$1.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
20,316
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
20,250
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
20,248
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
20,232
shares
|
$1.73 Million
0.55% of portfolio
|
Q2 2018
Reduced 0.25%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,229
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.49%
|