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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,073
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 88.81%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
20,042
shares
|
$1.86 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
20,039
shares
|
$1.86 Million
0.89% of portfolio
|
Q3 2025
Added 50.99%
|
|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
19,889
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
19,884
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
19,705
shares
|
$1.83 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
19,703
shares
|
$1.83 Million
0.25% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,673
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,668
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
19,614
shares
|
$1.82 Million
0.78% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,569
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 70.09%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
19,557
shares
|
$1.82 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
19,553
shares
|
$1.82 Million
1.01% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
19,536
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
19,489
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
19,482
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
19,449
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
19,431
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
19,386
shares
|
$1.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
19,376
shares
|
$1.8 Million
0.46% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
19,376
shares
|
$1.8 Million
0.4% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
19,349
shares
|
$1.8 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
19,309
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
19,187
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|