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 3,841 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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,982
shares
|
$566,519
0.16% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
6,979
shares
|
$566,276
0.25% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
6,978
shares
|
$566,194
0.22% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
6,975
shares
|
$565,951
0.1% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
6,962
shares
|
$564,896
0.42% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,958
shares
|
$564,572
0.05% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,957
shares
|
$564,490
0.32% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,955
shares
|
$564,328
0.07% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,941
shares
|
$563,192
0.19% of portfolio
|
Q2 2023
Added 0.26%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
6,937
shares
|
$562,868
0.14% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
6,929
shares
|
$562,219
0.04% of portfolio
|
Q2 2025
Reduced 62.59%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
6,927
shares
|
$562,056
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,906
shares
|
$560,352
0.1% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$559,866
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
6,900
shares
|
$559,866
0.12% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,900
shares
|
$559,866
0.77% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
6,885
shares
|
$558,648
0.04% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,879
shares
|
$558,162
0.05% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
6,875
shares
|
$557,837
0.05% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
6,862
shares
|
$556,782
0.35% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,850
shares
|
$555,809
0.11% of portfolio
|
Q1 2025
Reduced 86.75%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,844
shares
|
$555,322
0.05% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
6,841
shares
|
$555,078
0.4% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,840
shares
|
$554,997
0.23% of portfolio
|
Q2 2025
Reduced 51.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,836
shares
|
$554,673
0.08% of portfolio
|
Q2 2025
Reduced 4.31%
|