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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
14,296
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
14,292
shares
|
$1.33 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
14,280
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
14,277
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,245
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 61.15%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,233
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
14,231
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2025
Added 200.23%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
14,214
shares
|
$1.32 Million
0.32% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
14,174
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
14,167
shares
|
$1.32 Million
0.81% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,149
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
14,142
shares
|
$1.31 Million
0.85% of portfolio
|
Q3 2025
Added 34.47%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
14,137
shares
|
$1.31 Million
0.96% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,123
shares
|
$1.31 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
14,107
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2025
Added 330.35%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
14,083
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,074
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
14,040
shares
|
$1.3 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
14,029
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,994
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
13,974
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
13,972
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
13,949
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
13,944
shares
|
$1.29 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,926
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 22.73%
|
|