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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
7,190
shares
|
$583,396
0.18% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,185
shares
|
$582,990
0.21% of portfolio
|
Q2 2025
Added 221.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,174
shares
|
$582,098
0.18% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
7,170
shares
|
$581,773
0.27% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
7,156
shares
|
$580,637
0.02% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
7,150
shares
|
$580,151
0.21% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
7,143
shares
|
$579,583
0.45% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
7,140
shares
|
$579,339
0.05% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
7,112
shares
|
$577,067
0.07% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,099
shares
|
$576,012
0.21% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,096
shares
|
$575,769
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,086
shares
|
$574,958
0.36% of portfolio
|
Q2 2025
Added 92.76%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
7,076
shares
|
$574,146
0.55% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,055
shares
|
$572,442
0.46% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
7,054
shares
|
$572,361
0.33% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
7,047
shares
|
$571,793
0.19% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,045
shares
|
$571,631
0.43% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,044
shares
|
$571,550
0.33% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$571,225
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,030
shares
|
$570,414
0.41% of portfolio
|
Q1 2024
Added 0.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
7,029
shares
|
$570,333
0.28% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,028
shares
|
$570,251
0.07% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
7,027
shares
|
$570,170
0.06% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
7,021
shares
|
$569,683
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
7,003
shares
|
$568,223
0.1% of portfolio
|
Q2 2025
Reduced 5.7%
|