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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
9,097
shares
|
$782,251
0.05% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
9,081
shares
|
$780,875
0.11% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,060
shares
|
$779,069
0.05% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
9,060
shares
|
$779,069
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
9,051
shares
|
$778,295
0.07% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
9,040
shares
|
$777,349
0.36% of portfolio
|
Q2 2025
Added 126.0%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
9,029
shares
|
$776,403
0.04% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
9,028
shares
|
$776,317
0.35% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
9,014
shares
|
$775,113
0.08% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$773,910
0.25% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
8,983
shares
|
$772,448
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
8,968
shares
|
$771,158
0.05% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
8,942
shares
|
$768,922
0.14% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,927
shares
|
$767,632
0.12% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
8,921
shares
|
$767,116
0.09% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
8,901
shares
|
$765,396
0.37% of portfolio
|
Q2 2025
Added 135.54%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
8,893
shares
|
$764,709
0.13% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,886
shares
|
$764,107
0.37% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
8,882
shares
|
$763,763
0.04% of portfolio
|
Q2 2025
Reduced 64.72%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
8,867
shares
|
$762,473
0.12% of portfolio
|
Q2 2025
Added 82.3%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
8,864
shares
|
$762,215
0.55% of portfolio
|
Q1 2023
Reduced 27.03%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
8,840
shares
|
$760,151
0.05% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
8,836
shares
|
$759,807
0.11% of portfolio
|
Q3 2023
Added 9.28%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
8,832
shares
|
$759,463
0.28% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
8,827
shares
|
$759,033
0.13% of portfolio
|
Q4 2024
Reduced 4.21%
|