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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,450
shares
|
$413,227
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,445
shares
|
$412,762
0.07% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,444
shares
|
$412,669
0.11% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,442
shares
|
$412,484
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
4,435
shares
|
$411,834
0.24% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
4,432
shares
|
$411,555
0.07% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
4,430
shares
|
$411,369
0.14% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
4,417
shares
|
$410,162
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
4,415
shares
|
$409,976
0.21% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,415
shares
|
$409,976
0.21% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
4,402
shares
|
$408,769
0.09% of portfolio
|
Q3 2025
Reduced 85.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
4,397
shares
|
$408,305
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,395
shares
|
$408,119
0.15% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
4,381
shares
|
$406,819
0.08% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
4,376
shares
|
$406,355
0.1% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
4,376
shares
|
$406,355
0.13% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
4,376
shares
|
$406,355
0.06% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,375
shares
|
$406,262
0.14% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
4,373
shares
|
$406,076
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
4,364
shares
|
$405,241
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
4,364
shares
|
$405,241
0.16% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
4,354
shares
|
$404,312
0.24% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,349
shares
|
$403,848
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
4,342
shares
|
$403,198
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
4,341
shares
|
$403,105
0.22% of portfolio
|
Q2 2022
Reduced 0.05%
|
|