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 3,876 institutions that hold shares in the stock, with a total of 1.93 Billion shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,548
shares
|
$207,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,548
shares
|
$207,712
0.15% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
2,544
shares
|
$207,386
0.08% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,542
shares
|
$207,223
0.04% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
2,540
shares
|
$207,060
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,539
shares
|
$206,979
0.05% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,538
shares
|
$206,897
0.17% of portfolio
|
Q1 2024
Added 21.2%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,536
shares
|
$206,734
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,530
shares
|
$206,245
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
2,526
shares
|
$205,919
0.12% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,526
shares
|
$205,919
0.07% of portfolio
|
Q4 2024
Added 24.68%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
2,519
shares
|
$205,348
0.09% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
2,515
shares
|
$205,022
0.05% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
2,511
shares
|
$204,696
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
2,511
shares
|
$204,696
0.13% of portfolio
|
Q1 2025
Reduced 27.07%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,508
shares
|
$204,452
0.02% of portfolio
|
Q1 2025
Reduced 51.34%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,500
shares
|
$203,800
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,497
shares
|
$203,555
0.73% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,494
shares
|
$203,310
0.16% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,490
shares
|
$202,984
0.2% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
2,489
shares
|
$202,903
0.04% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,485
shares
|
$202,577
0.12% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,482
shares
|
$202,332
0.08% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
2,481
shares
|
$202,251
0.16% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,479
shares
|
$202,088
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|