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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,318
shares
|
$801,254
0.08% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,297
shares
|
$799,449
0.37% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
9,285
shares
|
$798,417
0.16% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
9,284
shares
|
$798,331
0.24% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,279
shares
|
$797,901
0.06% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,238
shares
|
$794,375
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
9,231
shares
|
$793,773
0.75% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
9,227
shares
|
$793,429
0.07% of portfolio
|
Q2 2025
Reduced 72.65%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
9,211
shares
|
$792,053
0.27% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,210
shares
|
$791,967
0.22% of portfolio
|
Q4 2022
Reduced 14.37%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,210
shares
|
$791,967
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
9,210
shares
|
$791,967
0.4% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
9,206
shares
|
$791,623
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
9,164
shares
|
$788,012
0.1% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
9,160
shares
|
$787,668
0.07% of portfolio
|
Q2 2025
Added 1891.3%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
9,159
shares
|
$787,582
0.18% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
9,153
shares
|
$787,066
0.27% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
9,153
shares
|
$787,066
0.93% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,146
shares
|
$786,464
0.56% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
9,133
shares
|
$785,346
0.16% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
9,127
shares
|
$784,830
0.13% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
9,125
shares
|
$784,658
0.18% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
9,125
shares
|
$784,658
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
9,119
shares
|
$784,142
0.12% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
9,112
shares
|
$783,540
0.01% of portfolio
|
Q2 2025
Added 140.99%
|