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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
10,146
shares
|
$872,454
0.07% of portfolio
|
Q2 2025
Reduced 72.85%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
10,130
shares
|
$871,078
0.28% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
10,123
shares
|
$870,476
0.27% of portfolio
|
Q2 2025
Added 39.53%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,109
shares
|
$869,272
0.11% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,109
shares
|
$869,272
0.11% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
10,102
shares
|
$868,670
0.44% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
10,102
shares
|
$868,670
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
10,082
shares
|
$866,951
0.06% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
10,070
shares
|
$865,919
0.49% of portfolio
|
Q2 2025
Added 91.37%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
10,047
shares
|
$863,941
0.28% of portfolio
|
Q1 2025
Added 443.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
10,025
shares
|
$862,049
0.29% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
10,024
shares
|
$861,963
0.14% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
9,965
shares
|
$856,890
0.63% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
9,964
shares
|
$856,804
0.45% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
9,959
shares
|
$856,374
0.16% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
9,959
shares
|
$856,374
0.12% of portfolio
|
Q3 2025
Reduced 32.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,949
shares
|
$855,514
0.07% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,944
shares
|
$855,084
0.06% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
9,938
shares
|
$854,568
0.36% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
9,936
shares
|
$854,396
0.12% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,934
shares
|
$854,224
0.14% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
9,913
shares
|
$852,418
0.45% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
9,891
shares
|
$850,527
0.01% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
9,886
shares
|
$850,097
0.04% of portfolio
|
Q2 2025
Reduced 93.87%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
9,839
shares
|
$846,055
0.05% of portfolio
|
Q2 2025
Reduced 8.99%
|