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 3,875 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
374
shares
|
$34,729
0.45% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
370
shares
|
$34,358
0.0% of portfolio
|
Q3 2025
Reduced 77.71%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
369
shares
|
$34,265
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
368
shares
|
$34,172
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
363
shares
|
$33,708
0.01% of portfolio
|
Q3 2025
Reduced 46.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
363
shares
|
$33,708
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
354
shares
|
$32,872
0.03% of portfolio
|
Q3 2025
Added 302.27%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
350
shares
|
$32,501
0.01% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
345
shares
|
$32,036
0.01% of portfolio
|
Q3 2025
Reduced 60.53%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
344
shares
|
$31,943
0.02% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
342
shares
|
$31,758
0.02% of portfolio
|
Q2 2025
Reduced 82.01%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
342
shares
|
$31,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
334
shares
|
$31,015
1.16% of portfolio
|
Q3 2024
Reduced 98.66%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
329
shares
|
$30,550
0.01% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
327
shares
|
$30,365
0.0% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
316
shares
|
$29,343
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
307
shares
|
$28,508
0.01% of portfolio
|
Q3 2025
Added 237.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
305
shares
|
$28,322
0.01% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
302
shares
|
$28,043
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
301
shares
|
$27,950
0.0% of portfolio
|
Q3 2025
Reduced 59.76%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
300
shares
|
$27,858
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
300
shares
|
$27,858
0.02% of portfolio
|
Q3 2025
Reduced 47.64%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
297
shares
|
$27,579
0.01% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
285
shares
|
$26,465
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
280
shares
|
$26,000
0.02% of portfolio
|
Q2 2022
Reduced 70.8%
|
|