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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,969
shares
|
$322,044
0.14% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,964
shares
|
$321,638
0.07% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,963
shares
|
$321,557
0.29% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3,962
shares
|
$321,476
0.18% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
3,961
shares
|
$321,395
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,951
shares
|
$320,584
0.28% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$320,503
0.16% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,944
shares
|
$320,016
0.14% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
3,929
shares
|
$318,799
0.15% of portfolio
|
Q2 2025
Added 66.77%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,925
shares
|
$318,474
0.11% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,923
shares
|
$318,312
0.06% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,918
shares
|
$317,906
0.12% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,916
shares
|
$317,744
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
3,909
shares
|
$317,176
0.11% of portfolio
|
Q2 2025
Reduced 22.16%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,901
shares
|
$316,527
0.06% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,900
shares
|
$316,446
0.09% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,898
shares
|
$316,283
0.24% of portfolio
|
Q4 2024
Added 28.22%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
3,897
shares
|
$316,202
0.11% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
3,894
shares
|
$315,959
0.07% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,893
shares
|
$315,878
0.03% of portfolio
|
Q3 2022
Added 8.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
3,887
shares
|
$315,391
0.21% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,883
shares
|
$315,066
0.02% of portfolio
|
Q2 2025
Reduced 60.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,881
shares
|
$314,904
0.03% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,879
shares
|
$314,742
0.23% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
3,878
shares
|
$314,660
0.21% of portfolio
|
Q2 2025
Added 1.6%
|