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 |
|---|---|---|---|---|---|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
20,225
shares
|
$1.73 Million
1.21% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
20,211
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
20,181
shares
|
$1.73 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
20,169
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
20,153
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
20,115
shares
|
$1.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
20,105
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,073
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 88.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,066
shares
|
$1.72 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
20,042
shares
|
$1.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
20,002
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Diadema Partners LP
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
19,993
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
19,989
shares
|
$1.71 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
19,906
shares
|
$1.71 Million
0.85% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
19,822
shares
|
$1.7 Million
0.15% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
19,802
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
19,796
shares
|
$1.7 Million
0.4% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
19,677
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
19,647
shares
|
$1.68 Million
1.05% of portfolio
|
Q2 2025
Reduced 43.51%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
19,566
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
19,536
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.01%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
19,520
shares
|
$1.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,517
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,493
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.9%
|