MRK · Company research
Merck & Co., Inc. (MRK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3856 | 560315000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116983 | 16998800000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6143 | 892639 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4031 | 585745 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6143 | 892639 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160158 | 20580274 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Ironwood Financial, llc | 1630360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5395 | 669192 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9100 | 1169350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Distillate Capital Partners LLC | 1741001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 377115 | 48459278 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANCHESTER FINANCIAL INC | 866590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4358 | 560044 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 8995000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CSS LLC/IL | 1103646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10210 | 1311985 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SVB WEALTH LLC | 1626116 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39573 | 5085137 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11400 | 14364 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29479 | 3788052 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9334 | 1199431 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66774 | 8580548 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52442 | 4151309 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mraz, Amerine & Associates, Inc. | 1542324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15118 | 1942619 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| REGIMEN WEALTH, LLC | 1963863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2668 | 342777 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4345 | 558 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1199113 | 154086021 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272942 | 35073047 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Greenline Partners, LLC | 1697323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2825 | 363013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39089 | 5022937 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WealthShield Partners, LLC | 1729303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2477 | 320351 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3825 | 491569 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Blue Capital, Inc. | 2032856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2171 | 278974 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Index Technologies Group LLC | 2095322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1206 | 154971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7948 | 1021 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Armbruster Capital Management, Inc. | 1664847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2670 | 343095 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108638 | 23472259 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ADIRONDACK TRUST CO | 1054257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6868 | 882528 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RTD Financial Advisors, Inc. | 1810555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3952 | 507832 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3064 | 393724 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21343 | 2742612 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5655 | 595 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26862 | 3451673 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rayburn West Financial Services LLC | 2107467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9059 | 1164082 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9159 | 1176920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M. Kulyk & Associates, LLC | 1842370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94863 | 12189900 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 1001011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3677 | 472495 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VANCE WEALTH, LLC | 1910854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1649 | 213258 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUERRA PAN ADVISORS, LLC | 1910386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9920 | 1274720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Register Financial Advisors LLC | 1962636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15027 | 1930933 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17988 | 2311458 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SRB CORP | 1496228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234641 | 30151369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beutel, Goodman & Co Ltd. | 1361974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2073206 | 266406 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Per Stirling Capital Management, LLC. | 1689933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3821 | 491033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pavion Blue Capital, LLC | 1792565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2179 | 280002 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3724 | 478532 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MARTIN & CO INC /TN/ | 1008868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15985 | 2054080 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Auxano Advisors, LLC | 1811491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13910 | 1787435 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Morey & Quinn Wealth Partners, LLC | 2055521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3811 | 489714 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1861405 | 239190543 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parvin Asset Management, LLC | 2056764 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2875 | 369438 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170247 | 22021179 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14011 | 1800370 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266316 | 34221906 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7465 | 959288 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14305 | 1838223 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13960 | 1793860 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Aureus Asset Management, LLC | 1381296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11833 | 1520541 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NOTTINGHAM ADVISORS, INC. | 1093276 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 231300 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62260 | 8000412 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Mirador Capital Partners LP | 1633446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5882 | 755795 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Uniplan Investment Counsel, Inc. | 1520710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 13878 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Brown Shipley& Co Ltd | 1912970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36729 | 4719677 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1710 | 219780 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27981 | 3595510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31131 | 4000334 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125805 | 16165989 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IPG Investment Advisors LLC | 1602237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2702 | 348696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6276 | 806466 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BANK HAPOALIM BM | 902528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11273 | 1449 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 15448 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1009 | 129657 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TigerOak Management, L.L.C. | 2052586 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2794 | 359029 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Integris Wealth Management, LLC | 1750852 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3277 | 421095 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.