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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,143
shares
|
$93,177
0.05% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,132
shares
|
$92,280
0.02% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,131
shares
|
$92,199
0.01% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,120
shares
|
$91,302
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,113
shares
|
$90,731
0.04% of portfolio
|
Q1 2024
Added 32.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,084
shares
|
$88,367
0.05% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,074
shares
|
$87,552
0.03% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,071
shares
|
$87,307
0.03% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,064
shares
|
$86,737
0.03% of portfolio
|
Q1 2025
Added 201.42%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,058
shares
|
$86,248
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,052
shares
|
$85,759
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,052
shares
|
$85,759
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,049
shares
|
$85,514
0.1% of portfolio
|
Q4 2024
Reduced 37.07%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,035
shares
|
$84,373
0.03% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,012
shares
|
$82,498
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,010
shares
|
$82,335
0.04% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,000
shares
|
$81,520
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
995
shares
|
$81,112
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
985
shares
|
$80,297
0.03% of portfolio
|
Q1 2025
Added 402.55%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
983
shares
|
$80,134
0.07% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
982
shares
|
$80,052
0.03% of portfolio
|
Q1 2025
Added 96.01%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
967
shares
|
$78,829
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
953
shares
|
$77,688
0.02% of portfolio
|
Q3 2022
Reduced 27.14%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
950
shares
|
$77,444
0.07% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
924
shares
|
$75,324
0.03% of portfolio
|
Q1 2025
Added 35.29%
|