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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,475
shares
|
$1.26 Million
0.27% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
15,468
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
15,461
shares
|
$1.25 Million
0.23% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
15,461
shares
|
$1.25 Million
0.47% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
15,414
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
Aug 14, 2025 Q2 2025 |
15,410
shares
|
$1.25 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
15,401
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Reduced 42.85%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
15,400
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
15,381
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
15,376
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 112.79%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
15,360
shares
|
$1.25 Million
0.47% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
15,350
shares
|
$1.25 Million
0.45% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
15,338
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
15,311
shares
|
$1.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
15,293
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 66.24%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,267
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2022
Reduced 42.46%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
15,245
shares
|
$1.24 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
15,236
shares
|
$1.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
15,178
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
15,165
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
15,159
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
15,141
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
15,100
shares
|
$1.23 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,098
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
15,071
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 17.01%
|