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 |
---|---|---|---|---|---|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,034
shares
|
$165,811
0.03% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,023
shares
|
$164,914
0.01% of portfolio
|
Q2 2023
New holding
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,006
shares
|
$163,529
0.2% of portfolio
|
Q3 2024
Added 0.1%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,004
shares
|
$163,366
0.04% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,002
shares
|
$163,203
0.23% of portfolio
|
Q4 2022
New holding
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$163,040
0.03% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
1,975
shares
|
$161,002
0.02% of portfolio
|
Q1 2023
Reduced 0.5%
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,965
shares
|
$160,186
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,939
shares
|
$158,067
0.13% of portfolio
|
Q4 2022
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,932
shares
|
$157,496
0.09% of portfolio
|
Q2 2025
Added 31.16%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,901
shares
|
$154,969
0.15% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
1,877
shares
|
$153,013
0.03% of portfolio
|
Q1 2025
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,869
shares
|
$152,360
0.05% of portfolio
|
Q2 2025
Reduced 45.38%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,869
shares
|
$152,360
0.08% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,868
shares
|
$152,279
0.14% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,860
shares
|
$151,627
0.11% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,841
shares
|
$150,078
0.02% of portfolio
|
Q2 2025
Added 5.56%
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
1,838
shares
|
$149,833
0.07% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,833
shares
|
$149,426
0.01% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,832
shares
|
$149,344
0.1% of portfolio
|
Q1 2023
New holding
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,816
shares
|
$148,040
0.06% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,787
shares
|
$145,676
0.05% of portfolio
|
Q1 2024
New holding
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
1,771
shares
|
$144,371
0.09% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,766
shares
|
$143,964
0.03% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,716
shares
|
$139,888
0.01% of portfolio
|
Q3 2024
Added 15.32%
|