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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
4,831
shares
|
$391,987
0.13% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,825
shares
|
$391,500
0.07% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,813
shares
|
$390,526
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,812
shares
|
$390,445
0.02% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,811
shares
|
$390,364
0.23% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
4,801
shares
|
$389,553
0.09% of portfolio
|
Q2 2025
Reduced 35.31%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
4,788
shares
|
$388,498
0.02% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
4,777
shares
|
$387,605
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
4,774
shares
|
$387,362
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,773
shares
|
$387,281
0.08% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
4,764
shares
|
$386,550
0.13% of portfolio
|
Q1 2024
Reduced 12.51%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
4,757
shares
|
$385,982
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,755
shares
|
$385,820
0.24% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,750
shares
|
$385,415
0.17% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
4,748
shares
|
$385,252
0.15% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,744
shares
|
$384,928
0.05% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,743
shares
|
$384,847
0.04% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
4,741
shares
|
$384,684
0.01% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
4,740
shares
|
$384,603
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,738
shares
|
$384,441
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,738
shares
|
$384,441
0.18% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
4,737
shares
|
$384,360
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
4,733
shares
|
$384,035
0.46% of portfolio
|
Q2 2023
Reduced 7.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4,732
shares
|
$383,954
0.05% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
4,726
shares
|
$383,467
0.06% of portfolio
|
Q2 2025
Reduced 2.38%
|