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 3,954 institutions that hold shares in the stock, with a total of 1.86 Billion shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
871
shares
|
$78,180
0.03% of portfolio
|
Q4 2024
Added 517.73%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
858
shares
|
$77,014
0.03% of portfolio
|
Q4 2024
Added 186.96%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
850
shares
|
$76,296
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
846
shares
|
$75,936
0.05% of portfolio
|
Q1 2022
Reduced 9.13%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
841
shares
|
$75,488
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
833
shares
|
$74,770
0.07% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
825
shares
|
$74,052
0.06% of portfolio
|
Q2 2023
Added 2.74%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
819
shares
|
$73,513
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
818
shares
|
$73,423
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
813
shares
|
$72,974
0.05% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
809
shares
|
$72,615
0.07% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
792
shares
|
$71,089
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
791
shares
|
$71,000
0.15% of portfolio
|
Q4 2024
Added 108.71%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
788
shares
|
$70,730
0.05% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
787
shares
|
$70,641
0.02% of portfolio
|
Q4 2024
Added 43.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
779
shares
|
$69,923
0.14% of portfolio
|
Q4 2024
Reduced 56.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
772
shares
|
$69,294
0.01% of portfolio
|
Q4 2024
Reduced 45.71%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
770
shares
|
$69,115
0.05% of portfolio
|
Q4 2023
Added 35.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
769
shares
|
$69,025
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
761
shares
|
$68,307
0.02% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
744
shares
|
$66,781
0.04% of portfolio
|
Q1 2024
Added 43.08%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
742
shares
|
$66,601
0.05% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
741
shares
|
$66,512
0.0% of portfolio
|
Q4 2024
Reduced 54.09%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
730
shares
|
$65,524
0.01% of portfolio
|
Q1 2024
Added 25.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
725
shares
|
$65,076
0.04% of portfolio
|
Q4 2024
Reduced 5.6%
|