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 |
|---|---|---|---|---|---|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
7,156
shares
|
$615,344
0.02% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
7,150
shares
|
$614,828
0.21% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
7,140
shares
|
$613,968
0.05% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
7,112
shares
|
$611,560
0.07% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,099
shares
|
$610,443
0.21% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,096
shares
|
$610,185
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,086
shares
|
$609,325
0.36% of portfolio
|
Q2 2025
Added 92.76%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
7,076
shares
|
$608,465
0.55% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,055
shares
|
$606,659
0.46% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
7,054
shares
|
$606,573
0.33% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
7,047
shares
|
$605,971
0.19% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,045
shares
|
$605,799
0.43% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,044
shares
|
$605,713
0.33% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$605,369
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,030
shares
|
$604,509
0.41% of portfolio
|
Q1 2024
Added 0.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
7,029
shares
|
$604,423
0.28% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,028
shares
|
$604,337
0.07% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
7,027
shares
|
$604,251
0.06% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
7,003
shares
|
$602,187
0.1% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,982
shares
|
$600,382
0.16% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
6,979
shares
|
$600,124
0.25% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
6,978
shares
|
$600,038
0.22% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
6,975
shares
|
$599,780
0.1% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
6,962
shares
|
$598,662
0.42% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,958
shares
|
$598,318
0.05% of portfolio
|
Q2 2025
Reduced 1.19%
|