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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
66,909
shares
|
$5.43 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
66,763
shares
|
$5.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
66,626
shares
|
$5.41 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
66,610
shares
|
$5.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
66,449
shares
|
$5.39 Million
0.39% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
66,437
shares
|
$5.39 Million
0.09% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
66,018
shares
|
$5.36 Million
0.67% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
65,962
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
65,960
shares
|
$5.35 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
65,524
shares
|
$5.32 Million
0.11% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
65,384
shares
|
$5.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
65,377
shares
|
$5.3 Million
2.38% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
65,177
shares
|
$5.29 Million
0.17% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
64,879
shares
|
$5.26 Million
3.78% of portfolio
|
Q2 2022
Reduced 4.44%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
64,444
shares
|
$5.23 Million
1.57% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,345
shares
|
$5.22 Million
1.5% of portfolio
|
Q2 2025
Added 165.91%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
64,334
shares
|
$5.22 Million
0.26% of portfolio
|
Q2 2025
Reduced 32.71%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
64,225
shares
|
$5.21 Million
2.47% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
63,811
shares
|
$5.18 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
63,735
shares
|
$5.17 Million
0.17% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
63,592
shares
|
$5.16 Million
0.42% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
63,576
shares
|
$5.16 Million
0.6% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
63,287
shares
|
$5.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
63,228
shares
|
$5.13 Million
0.22% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
63,164
shares
|
$5.13 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.2%
|