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 3,914 institutions that hold shares in the stock, with a total of 1.9 Billion shares, which have been reported (via 13F filing form) to have a value of $176 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
5,023
shares
|
$466,435
0.21% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
5,022
shares
|
$466,342
0.14% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
5,012
shares
|
$465,414
0.09% of portfolio
|
Q3 2025
Reduced 87.33%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
5,012
shares
|
$465,414
0.12% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
5,009
shares
|
$465,135
0.12% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,007
shares
|
$464,950
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,001
shares
|
$464,392
0.06% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
4,985
shares
|
$462,907
0.03% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,984
shares
|
$462,814
0.06% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,984
shares
|
$462,814
0.23% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,983
shares
|
$462,721
0.17% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
4,972
shares
|
$461,699
0.01% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
4,967
shares
|
$461,235
0.17% of portfolio
|
Q3 2025
Added 82.07%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,961
shares
|
$460,678
0.19% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
4,960
shares
|
$460,585
0.81% of portfolio
|
Q3 2025
Reduced 35.23%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,954
shares
|
$460,028
0.18% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
4,951
shares
|
$459,749
0.05% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
4,942
shares
|
$458,914
0.06% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,936
shares
|
$458,356
0.01% of portfolio
|
Q4 2025
Added 13.79%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,935
shares
|
$458,264
0.22% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
4,925
shares
|
$457,335
0.15% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,924
shares
|
$457,242
0.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,919
shares
|
$456,778
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,918
shares
|
$456,685
0.15% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
4,917
shares
|
$456,592
0.06% of portfolio
|
Q4 2025
Reduced 9.76%
|
|