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 3,912 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 |
|---|---|---|---|---|---|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
43,823
shares
|
$4.07 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
43,668
shares
|
$4.06 Million
0.48% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
43,655
shares
|
$4.05 Million
1.21% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
43,630
shares
|
$4.05 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
43,475
shares
|
$4.04 Million
0.75% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
43,445
shares
|
$4.03 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
43,424
shares
|
$4.03 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
43,258
shares
|
$4.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
43,186
shares
|
$4.01 Million
1.77% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
43,108
shares
|
$4 Million
0.19% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
43,050
shares
|
$4 Million
0.96% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
42,922
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
42,642
shares
|
$3.96 Million
0.81% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
42,549
shares
|
$3.95 Million
0.28% of portfolio
|
Q4 2025
Reduced 11.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
42,460
shares
|
$3.94 Million
0.37% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
42,448
shares
|
$3.94 Million
2.75% of portfolio
|
Q4 2025
Added 22.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
42,439
shares
|
$3.94 Million
0.22% of portfolio
|
Q3 2025
Reduced 50.52%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
42,283
shares
|
$3.93 Million
0.23% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
42,265
shares
|
$3.92 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
42,190
shares
|
$3.92 Million
1.39% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
42,086
shares
|
$3.91 Million
1.0% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
42,072
shares
|
$3.91 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
42,056
shares
|
$3.91 Million
0.21% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
42,019
shares
|
$3.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
41,697
shares
|
$3.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.25%
|
|