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 3,952 institutions that hold shares in the stock, with a total of 1.94 Billion shares, which have been reported (via 13F filing form) to have a value of $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,900
shares
|
$617,550
0.77% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
6,885
shares
|
$616,207
0.05% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,873
shares
|
$615,133
0.29% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
6,871
shares
|
$614,954
0.15% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$612,985
0.1% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
6,838
shares
|
$612,001
0.65% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,827
shares
|
$611,016
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,817
shares
|
$610,121
0.11% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
6,811
shares
|
$609,584
0.45% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,798
shares
|
$608,421
0.13% of portfolio
|
Q2 2023
Added 42.25%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
6,781
shares
|
$606,899
0.04% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
6,779
shares
|
$606,720
0.07% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,755
shares
|
$604,572
0.56% of portfolio
|
Q3 2023
Reduced 66.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
6,753
shares
|
$604,393
0.07% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,727
shares
|
$602,066
0.24% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,719
shares
|
$601,350
0.06% of portfolio
|
Q1 2023
Reduced 9.44%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,714
shares
|
$600,903
0.06% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
6,713
shares
|
$600,813
0.16% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,710
shares
|
$600,545
0.15% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,708
shares
|
$600,366
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,695
shares
|
$599,202
0.15% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
6,695
shares
|
$599,202
0.12% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
6,681
shares
|
$597,949
0.06% of portfolio
|
Q4 2024
Reduced 57.25%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
6,672
shares
|
$597,144
0.05% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,666
shares
|
$596,607
0.22% of portfolio
|
Q4 2024
Added 13.99%
|