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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
22,702
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
22,677
shares
|
$2.11 Million
0.09% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
22,670
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 57.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
22,664
shares
|
$2.1 Million
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
22,635
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
22,609
shares
|
$2.1 Million
0.62% of portfolio
|
Q3 2025
Added 23.22%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
22,597
shares
|
$2.1 Million
2.31% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,568
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
22,563
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
22,558
shares
|
$2.09 Million
0.44% of portfolio
|
Q3 2025
Added 37.43%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
22,541
shares
|
$2.09 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
22,396
shares
|
$2.08 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
22,383
shares
|
$2.08 Million
0.53% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
22,315
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
22,313
shares
|
$2.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,235
shares
|
$2.06 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
22,209
shares
|
$2.06 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
22,199
shares
|
$2.06 Million
0.92% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
22,158
shares
|
$2.06 Million
0.52% of portfolio
|
Q3 2025
Added 28.85%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
22,127
shares
|
$2.05 Million
0.92% of portfolio
|
Q4 2025
New holding
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
22,067
shares
|
$2.05 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
22,037
shares
|
$2.05 Million
0.84% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
21,997
shares
|
$2.04 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
21,975
shares
|
$2.04 Million
0.49% of portfolio
|
Q4 2025
Added 9.72%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,716
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.0%
|
|