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 |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
15,196
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
15,196
shares
|
$1.41 Million
0.89% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
15,193
shares
|
$1.41 Million
0.48% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
15,186
shares
|
$1.41 Million
0.38% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
15,168
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
15,151
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2025
Added 24.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
15,133
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,127
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
15,121
shares
|
$1.4 Million
0.63% of portfolio
|
Q3 2025
Reduced 54.48%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
15,118
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2023
Added 14.87%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
15,049
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2025
Reduced 4.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
15,046
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
15,015
shares
|
$1.39 Million
0.74% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
15,011
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,987
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
14,966
shares
|
$1.39 Million
0.33% of portfolio
|
Q4 2025
Added 11.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,922
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
14,863
shares
|
$1.38 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
14,819
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
14,810
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
14,806
shares
|
$1.37 Million
0.21% of portfolio
|
Q3 2025
Added 297.16%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
14,800
shares
|
$1.37 Million
0.66% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
14,798
shares
|
$1.37 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
14,714
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2023
Added 3.97%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
14,699
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2025
Added 1.96%
|
|