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Merck & Co., Inc. (MRK) Institutional Ownership

Merck & Co., Inc. logo
$148.19 +4.56 (+3.18%)
Closing price 03:59 PM Eastern
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$147.74 -0.45 (-0.31%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Merck & Co., Inc. (NYSE:MRK)

Current
Institutional Ownership
Percentage
76.07%
Number of
Institutional Buyers
(last 12 months)
2459
Total
Institutional Inflows
(last 12 months)
$21.80B
Number of
Institutional Sellers
(last 12 months)
1945
Total
Institutional Outflows
(last 12 months)
$16.98B
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MRK Institutional Buying and Selling by Quarter

Merck & Co., Inc. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2026Lakeshore Capital Group Inc.9,178$1.33M0.9%+5.8%0.000%
10/20/2026Rare Wolf Capital LLC11,317$1.64M1.0%-16.8%0.000%
10/20/2026AMI Asset Management Corp10,800$1.57M0.1%+0.8%0.000%
10/20/2026QV Investors Inc.11,507$1.67M0.1%-37.3%0.000%
10/20/2026Revisor Wealth Management LLC5,012$731K0.2%-15.1%0.000%
10/20/2026DUTCH ASSET Corp1,800$262K0.1%N/A0.000%
10/20/2026West Branch Capital LLC10,092$1.47M0.3%+21.6%0.000%
10/20/2026South Shore Capital Advisors3,408$495K0.3%-2.6%0.000%
10/20/2026Bank Pictet & Cie Europe AG190,354$27.66M0.5%-18.2%0.008%
10/20/202655 North Private Wealth LLC5,038$732K0.1%+17.8%0.000%
10/20/2026Prime Capital Investment Advisors LLC47,158$6.85M0.1%+8.2%0.002%
10/20/2026Dagco Inc.20,290$2.95M0.5%+1.0%0.001%
10/20/2026Cypress Capital LLC25,248$3.67M1.0%+1.5%0.001%
10/20/2026Peoples Financial Services CORP.22,067$3.21M1.3%-0.5%0.001%
10/20/2026Greenhouse Wealth Management LLC1,509$219K0.2%N/A0.000%
10/20/2026Willis Investment Counsel238,067$34.59M1.5%-23.9%0.010%
10/20/2026Commonwealth Financial Services LLC2,908$423K0.1%-65.0%0.000%
10/20/2026Investors Asset Management of Georgia Inc. GA ADV18,912$2.75M0.9%-0.9%0.001%
10/20/2026Ballast Inc.4,130$600K0.1%+4.6%0.000%
10/20/2026Invenio Wealth Partners LLC5,318$773K0.3%-4.4%0.000%
10/20/2026Net Worth Advisory Group7,520$1.08M0.3%-11.7%0.000%
10/20/2026Lakeside Advisors INC.1,492$217K0.1%N/A0.000%
10/20/2026Tred Avon Family Wealth LLC5,818$845K0.2%+26.0%0.000%
10/20/2026Focused Alpha LLC5,873$853K0.2%-2.3%0.000%
10/20/2026tru Independence LLC1,692$246K0.1%-7.5%0.000%
10/20/2026Eagle Wealth Advisors LLC2,065$302K0.2%+5.5%0.000%
10/20/2026Sumitomo Mitsui DS Asset Management Company Ltd629,819$91.52M0.6%-9.4%0.026%
10/20/2026Family Wealth Partners LLC2,690$391K0.1%+15.0%0.000%
10/20/2026Jeppson Wealth Management LLC19,803$2.88M0.7%-1.1%0.001%
10/20/2026Drum Hill Capital LLC1,987$289K0.2%N/A0.000%
10/20/2026Bank of Stockton8,199$1.19M0.4%+7.7%0.000%
10/20/2026Ayrshire Capital Management LLC2,567$373K0.2%+49.3%0.000%
10/20/2026JDH Wealth Management LLC1,447$210K0.1%N/A0.000%
10/20/2026 CWA Asset Management Group LLC39,884$5.80M0.2%+3.8%0.002%
10/20/2026 CFS Investment Advisory Services LLC26,210$3.72M0.2%-1.0%0.001%
10/20/2026 Cordatus Wealth Management LLC29,706$4.32M1.0%-0.7%0.001%
10/20/2026 Investment Research Partners LLC6,763$983K0.3%+9.0%0.000%
10/20/2026 Warwick Investment Management Inc.4,631$673K0.1%+2.5%0.000%
10/20/2026 Smithbridge Asset Management Inc. DE10,648$1.55M0.2%+6.0%0.000%
10/20/2026 Retirement Planning Group LLC7,048$1.02M0.0%+2.0%0.000%
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10/20/2026 Secure Asset Management LLC3,737$543K0.1%-14.1%0.000%
10/20/2026 Worth Financial Advisory Group LLC2,968$431K0.2%+12.3%0.000%
10/20/2026 Ramsay Stattman Vela & Price Inc.19,547$2.84M0.5%+18.3%0.001%
10/20/2026 Columbia Asset Management106,836$15.52M2.5%-3.3%0.004%
10/19/2026 Tanager Wealth Management LLP2,668$388K0.0%N/A0.000%
10/19/2026 Novem Group55,203$8.02M0.8%-1.5%0.002%
10/19/2026 Sterling Investment Counsel LLC13,255$1.93M0.4%-0.7%0.001%
10/19/2026 Highland Financial Advisors LLC1,676$244K0.1%N/A0.000%
10/19/2026 Foundation Resource Management Inc.201,997$29.35M2.4%-0.3%0.008%
10/19/2026 Value Partners Investments Inc.19,631$2.86M0.2%+6.3%0.001%
10/19/2026 Fairvoy Private Wealth LLC25,093$3.65M0.7%+426.3%0.001%
10/19/2026 Trellis Wealth Advisors LLC650$94K0.0%N/A0.000%
10/19/2026 Clark Financial Services Group Inc. BD4,970$722K0.3%+13.3%0.000%
10/19/2026 Kercheville Advisors LLC6,003$872K0.2%+50.0%0.000%
10/19/2026 AA Financial Advisors LLC2,287$332K0.0%+40.3%0.000%
10/19/2026 Crown Wealth Group LLC5,038$732K0.2%+4.7%0.000%
10/19/2026 Richards Merrill & Peterson Inc.14,602$2.12M0.6%-2.8%0.001%
10/19/2026 Kondo Wealth Advisors Inc.1,469$213K0.1%N/A0.000%
10/19/2026 Talbot Financial LLC159,949$23.24M1.7%-0.1%0.006%
10/19/2026 Prairie Advisory LLC3,166$460K0.1%N/A0.000%
10/19/2026 Capital Square LLC15,230$2.21M0.9%+11.0%0.001%
10/19/2026 Herold Advisors Inc.31,510$4.58M0.8%-0.3%0.001%
10/19/2026 LexAurum Advisors LLC13,384$1.95M0.2%+0.7%0.001%
10/19/2026 Independent Wealth Network Inc.2,630$382K0.1%+12.1%0.000%
10/19/2026 Arkfeld Wealth Strategies L.L.C.3,408$487K0.1%-8.3%0.000%
10/19/2026 Jackson Square Capital LLC36,297$5.27M0.8%+4.6%0.001%
10/19/2026 Kaufman Rossin Wealth LLC8,131$1.18M0.5%+6.2%0.000%
10/19/2026 BDF Gestion37,673$5.47M0.7%-11.3%0.002%
10/19/2026 First Bank & Trust11,946$1.74M0.2%-1.9%0.000%
10/19/2026 Optivise Advisory Services LLC4,196$610K0.3%+6.3%0.000%
10/19/2026 Narus Financial Partners LLC1,503$218K0.1%N/A0.000%
10/19/2026 Generali Investments Management Co LLC45,260$6.58M1.3%-23.0%0.002%
10/19/2026 Grant Private Wealth Management Inc2,229$324K0.1%-5.4%0.000%
10/17/2026 Onyx Bridge Wealth Group LLC20,672$3.00M0.3%+0.9%0.001%
10/17/2026 Brown Lisle Cummings Inc.32,689$4.75M1.1%-1.1%0.001%
10/17/2026 IFP Advisors Inc28,643$4.16M0.1%-7.3%0.001%
10/17/2026 CRA Financial Services LLC10,716$1.56M0.2%+2.1%0.000%
10/17/2026 Finer Wealth Management Inc.44,527$6.47M2.3%-1.9%0.002%
10/17/2026 Strata Wealth Advisors LLC4,964$721K0.2%+2.4%0.000%
10/17/2026 Center For Asset Management LLC2,061$299K0.1%N/A0.000%
10/17/2026 Robertson Stephens Wealth Management LLC91,296$13.34M0.3%+2.2%0.004%
10/17/2026 Frank Rimerman Advisors LLC37,403$5.44M0.3%-0.8%0.002%
10/17/2026 Encompass More Asset Management1,626$236K0.0%-4.9%0.000%
10/17/2026 Fiscal Wisdom Wealth Management LLC1,759$256K0.3%N/A0.000%
10/17/2026 Birch Hill Investment Advisors LLC79,932$11.62M0.5%-9.1%0.003%
10/17/2026 Forbes J M & Co. LLP172,114$25.01M1.8%+0.5%0.007%
10/17/2026 Gemmer Asset Management LLC6,035$877K0.1%+10.0%0.000%
10/17/2026 Align Financial LLC336$49K0.0%-44.6%0.000%
10/17/2026 AlphaStar Capital Management LLC14,310$2.08M0.1%+0.8%0.001%
10/17/2026 JGP Global Gestao de Recursos Ltda.3,470$504K1.2%+2.9%0.000%
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10/17/2026 1834 Investment Advisors Co.68,478$9.95M0.9%-16.7%0.003%
10/17/2026 CWS Financial Advisors LLC2,403$349K0.1%-2.8%0.000%
10/17/2026 Processus Wealth & Capital Management LLC16,214$2.36M1.4%-1.2%0.001%
10/17/2026 KWB Wealth4,071$592K0.1%+48.9%0.000%
10/17/2026 Forum Financial Management LP10,553$1.53M0.0%-3.2%0.000%
10/17/2026 Howard Capital Management Group LLC308,312$44.80M2.8%+0.2%0.012%
10/17/2026 Kintegral Advisory LLC92,455$13.51M1.0%+0.6%0.004%
10/17/2026 AWM Capital LLC1,572$228K0.0%N/A0.000%
10/17/2026 New England Research & Management Inc.29,765$4.33M1.7%+9.1%0.001%
10/17/2026 Intergy Private Wealth LLC4,277$621K0.1%+4.3%0.000%


MRK Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,218 institutional investors and hedge funds held shares of Merck & Co., Inc.. The most heavily invested institutionals were BlackRock Inc. ($29.17B), Vanguard Group Inc. ($26.77B), State Street Corp ($15.57B), Wellington Management Group LLP ($11.08B), Geode Capital Management LLC ($6.31B), Charles Schwab Investment Management Inc. ($5.11B), and Morgan Stanley ($4.73B).Learn more on Merck & Co., Inc.'s institutional investors.

76.07% of Merck & Co., Inc.'s stock is owned by institutional investors. Learn more on MRK's institutional investor holdings.

Of the 3,577 institutional investors that purchased Merck & Co., Inc.'s stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($109.07M), DLD Asset Management LP ($47.50M), Charles Schwab Investment Management Inc. ($35.57M), Wellington Management Group LLP ($22.28M), Nuveen LLC ($11.10M), Franklin Resources Inc. ($10.80M), and Cardano Risk Management B.V. ($9.66M).

Institutional investors have bought a total of 210,127,892 shares in the last 24 months. This purchase volume represents approximately $21.80B in transactions.

Of the 1,936 institutional investors that sold Merck & Co., Inc.'s stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arrowstreet Capital Limited Partnership ($16.52M), Franklin Resources Inc. ($10.97M), Cardano Risk Management B.V. ($8.65M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($6.57M), Assenagon Asset Management S.A. ($6.09M), Charles Schwab Investment Management Inc. ($5.14M), and Deutsche Bank AG ($4.63M).

Institutional investors have sold a total of 163,616,002 shares in the last 24 months. This volume of shares sold represents approximately $16.98B in transactions.


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Institutional ownership data for NYSE:MRK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/20/2026. New 13F filings are added each quarter as they're published.
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