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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
13,800
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
13,761
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
13,759
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,740
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
13,734
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
13,719
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
13,711
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
13,706
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,689
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 113.72%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,678
shares
|
$1.11 Million
0.42% of portfolio
|
Q1 2025
Reduced 18.74%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
13,625
shares
|
$1.11 Million
3.41% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
13,608
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
13,599
shares
|
$1.1 Million
0.6% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
13,592
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Boxwood Ventures, Inc.
|
Aug 12, 2025 Q2 2025 |
13,563
shares
|
$1.1 Million
1.43% of portfolio
|
Q3 2021
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
13,494
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,484
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
13,481
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
13,476
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
13,430
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
13,427
shares
|
$1.09 Million
0.88% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
13,370
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
Added 36.88%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
13,365
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,364
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2022
Added 0.14%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
13,348
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 20.12%
|