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Merck & Co., Inc.
/ Institutional moves
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Back to Merck & Co., Inc.
M
Merck & Co., Inc.
Institutional position changes, all quarters
855 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+7,904,372
+3.6%
226,999,837
$1.02B
high
Trimmed
DEUTSCHE BANK AG
Jun 30, 2026
-824,131
-6.4%
11,964,180
$105.90M
high
New
Temasek Holdings (Private) Limited
Jun 30, 2026
+816,101
New
816,101
$104.87M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+772,911
+14%
6,184,340
$99.31M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-792,700
-100%
0
$83.44M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+373,088
+0.3%
120,413,256
$48.25M
medium
Added
Victory Capital Management, Inc.
Jun 30, 2026
+354,128
+9.3%
4,143,885
$45.51M
medium
Exited
FengHe Fund Management Pte. Ltd.
Jun 30, 2026
-420,400
-100%
0
$44.25M
medium
Trimmed
The PNC Financial Services Group, Inc.
Jun 30, 2026
-335,029
-4.4%
7,286,803
$43.05M
medium
Added
LPL Financial LLC
Jun 30, 2026
+280,735
+7.9%
3,836,733
$36.07M
medium
New
Fiera Capital Corp
Jun 30, 2026
+223,353
New
223,353
$28.70M
medium
Exited
Cornerstone Advisors, LLC
Jun 30, 2026
-142,100
-100%
0
$14.96M
medium
Added
Dakota Wealth Management
Jun 30, 2026
+69,229
+38%
250,026
$8.90M
medium
Added
Wealthfront Advisers LLC
Jun 30, 2026
+60,415
+23%
317,659
$7.76M
medium
Trimmed
AMG National Trust Bank
Jun 30, 2026
-50,868
-55%
42,236
$6.54M
medium
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+31,362
+7.6%
444,129
$4.03M
low
Trimmed
Beacon Harbor Wealth Advisors, Inc.
Jun 30, 2026
-29,905
-37%
50,297
$3.89M
low
Exited
Privium Fund Management B.V.
Jun 30, 2026
-36,593
-100%
0
$3.85M
low
Exited
K.J. Harrison & Partners Inc
Jun 30, 2026
-33,900
-100%
0
$3.57M
low
Trimmed
COMPASS CAPITAL MANAGEMENT, INC
Jun 30, 2026
-22,669
-3.8%
567,099
$2.91M
low
Added
Lido Advisors, LLC
Jun 30, 2026
+19,386
+5.4%
378,859
$2.50M
low
Trimmed
Inlet Private Wealth, LLC
Jun 30, 2026
-18,220
-26%
51,190
$2.34M
low
Trimmed
Arizona State Retirement System
Jun 30, 2026
-16,240
-2.3%
686,042
$2.09M
low
New
Quadrature Capital Ltd
Jun 30, 2026
+15,260
New
15,260
$1.96M
low
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-14,281
-5.2%
261,913
$1.84M
low
Added
LITTLE HOUSE CAPITAL LLC
Jun 30, 2026
+12,703
+93%
26,318
$1.63M
low
Exited
Donoghue Forlines LLC
Jun 30, 2026
-15,232
-100%
0
$1.60M
low
Added
RNC CAPITAL MANAGEMENT LLC
Jun 30, 2026
+11,629
+2.3%
517,240
$1.49M
low
Added
Buckley Wealth Management, LLC
Jun 30, 2026
+11,230
+20%
66,283
$1.45M
low
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-8,673
-12%
62,572
$1.11M
low
Added
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
+8,526
+8.3%
111,388
$1.10M
low
Added
Plato Investment Management Ltd
Jun 30, 2026
+6,770
+10%
74,299
$864.9K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+6,254
+11%
62,788
$803.6K
low
New
Royal Palms Capital LLC
Jun 30, 2026
+5,158
New
5,158
$662.8K
low
Added
OneDigital Investment Advisors LLC
Jun 30, 2026
+4,735
+9.0%
57,459
$608.4K
low
Exited
Westwood Wealth Management
Jun 30, 2026
-5,704
-100%
0
$600.4K
low
Exited
The K2 Principal Fund, L.P.
Jun 30, 2026
-5,684
-100%
0
$598.3K
low
Added
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
+4,343
+3.7%
123,043
$560.4K
low
Trimmed
GRANDFIELD & DODD, LLC
Jun 30, 2026
-4,221
-2.4%
171,554
$542.4K
low
Added
Occidental Asset Management, LLC
Jun 30, 2026
+4,048
+7.7%
56,777
$520.2K
low
Added
FORTRESS PRIVATE LEDGER, LLC
Jun 30, 2026
+4,039
+90%
8,543
$519.0K
low
Trimmed
Meadowbrook Advisors Group, LLC
Jun 30, 2026
-3,960
-34%
7,576
$508.9K
low
Exited
KG&L Capital Management,LLC
Jun 30, 2026
-4,520
-100%
0
$476.7K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+3,657
+18%
24,004
$473.0K
low
Trimmed
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
-3,559
-4.7%
71,755
$457.3K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-3,522
-33%
7,298
$452.6K
low
Exited
Persistent Asset Partners Ltd
Jun 30, 2026
-3,471
-100%
0
$365.4K
low
Trimmed
Davis Investment Partners, LLC
Jun 30, 2026
-2,785
-17%
13,200
$357.9K
low
Trimmed
M. Kulyk & Associates, LLC
Jun 30, 2026
-2,754
-2.8%
94,863
$353.9K
low
New
W.H. Cornerstone Investments Inc.
Jun 30, 2026
+2,732
New
2,732
$351.0K
low
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