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Merck & Co., Inc.

MRK
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0000310158

In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.

13F holders, Q4 2023

Institutional positions in Merck & Co., Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,444
+275 vs. Q3 2023
Shares held
1.94B
+26.5M (+1.4%) vs. Q3 2023
Total value
$211.6B
+$14.5B (+7.4%) vs. Q3 2023
New holders
382
1,248 more added
Sold out
107
1,486 more reduced

53 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 3,444 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ4 2023: $211.6B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2023.

Institutions holding MRK in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vima LLC1$200.00%+1New
Ibex Wealth Advisors3$3660.08%+3New
Atlantic Private Wealth, LLC7$7960.00%00.0%Unchanged
POM Investment Strategies, LLC9$9810.00%+9New
HighMark Wealth Management LLC14$1.49K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC20$2.18K0.00%+20New
Global Wealth Strategies & Associates26$2.83K0.00%00.0%Unchanged
PayPay Securities Corp31$3.42K0.17%−71−69.6%Reduced
Clarity Asset Management, Inc.38$4.14K0.00%+38New
Custom Portfolio Group LLC40$4.39K0.00%+40New
Tandem Wealth Advisors LLC44$4.80K0.00%00.0%Unchanged
Eukles Asset Management45$4.91K0.00%00.0%Unchanged
Lummis Asset Management, LP49$5.34K0.00%+49New
Bradley & Co. Private Wealth Management, LLC51$5.56K0.01%00.0%Unchanged
Tfo-TDC, LLC54$5.89K0.00%−410−88.4%Reduced
LGT Financial Advisors LLC57$6.21K0.01%−15−20.8%Reduced
ClariVest Asset Management LLC59$6.43K0.00%−20−25.3%Reduced
DAGCO, Inc.64$6.98K0.01%−821−92.8%Reduced
Dynamic Wealth Strategies, LLC64$6.98K0.01%+64New
Semmax Financial Advisors Inc.73$9.19K0.00%+36+97.3%Added
LFA - Lugano Financial Advisors SA90$9.81K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC100$10.9K0.01%−1,059−91.4%Reduced
Miller Wealth Advisors, LLC100$10.9K0.01%00.0%Unchanged
Life Planning Partners, Inc100$10.9K0.01%+100New
Cordant, Inc.105$11.5K0.01%+105New
Impact Partnership Wealth, LLC117$12.8K0.00%−743−86.4%Reduced
Abich Financial Wealth Management LLC119$13.0K0.01%+119New
One River Asset Management, LLC128$14.0K0.00%−764−85.7%Reduced
Centiva Capital, LP129$14.1K0.00%−10,622−98.8%Reduced
Grayhawk Investment Strategies Inc.134$14.6K0.01%00.0%Unchanged
Luken Investment Analytics, LLC134$14.6K0.01%00.0%Unchanged
PrairieView Partners, LLC138$15.0K0.00%−65−32.0%Reduced
Mendota Financial Group, LLC144$15.7K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC150$16.4K0.01%00.0%Unchanged
Robinson Value Management, Ltd.166$18.1K0.01%00.0%Unchanged
Altshuler Shaham Ltd173$18.9K0.00%−82−32.2%Reduced
Richelieu Gestion PLC188$20.0K0.02%+188New
O'Dell Group, LLC184$20.1K0.01%+184New
Robinswood Financial LLC194$21.2K0.01%00.0%Unchanged
Sofos Investments, Inc.217$23.8K0.01%−3,889−94.7%Reduced
Level Financial Advisors, Inc.221$24.1K0.01%−100−31.2%Reduced
Tradewinds Capital Management, LLC224$24.4K0.01%00.0%Unchanged
Roble, Belko & Company, Inc241$26.0K0.00%+49+25.5%Added
Vermillion & White Wealth Management Group, LLC248$27.0K0.03%+248New
Red Tortoise LLC251$27.4K0.02%00.0%Unchanged
Burkett Financial Services, LLC254$27.7K0.02%+254New
Heck Capital Advisors, LLC255$27.8K0.00%00.0%Unchanged
Bare Financial Services, Inc255$27.8K0.06%+255New
Ogorek Anthony Joseph261$28.0K0.01%+196+301.5%Added
Front Row Advisors LLC256$28.1K0.01%−128−33.3%Reduced
Legend Financial Advisors, Inc.260$28.4K0.02%+32+14.0%Added
Rakuten Securities, Inc.274$29.9K0.02%+274New
Credential Qtrade Securities Inc.277$30.2K0.00%+91+48.9%Added
Bromfield Sneider Wealth Advisors280$30.5K0.02%00.0%Unchanged
Tidemark, LLC282$30.7K0.02%+282New
Clear Point Advisors Inc.300$32.7K0.03%+300New
Ruedi Wealth Management, Inc.311$34.0K0.02%00.0%Unchanged
AlphaMark Advisors, LLC314$34.0K0.01%+314New
Financial Avengers, Inc.320$34.9K0.02%+2+0.6%Added
Cypress Capital Management LLC (WY)335$36.8K0.04%00.0%Unchanged
Winch Advisory Services, LLC356$38.8K0.01%+1+0.3%Added
Clear Investment Research, LLC357$38.9K0.05%+357New
USA Financial Portformulas Corp380$41.4K0.01%−8,991−95.9%Reduced
Valued Wealth Advisors LLC407$42.1K0.04%+407New
Delos Wealth Advisors, LLC400$43.6K0.06%−20−4.8%Reduced
Park Circle Co400$43.6K0.04%00.0%Unchanged
JDM Financial Group LLC400$43.6K0.04%00.0%Unchanged
Morton Brown Family Wealth, LLC416$45.4K0.02%+400+2,500.0%Added
Accent Capital Management, LLC420$45.8K0.04%+420New
Iron Horse Wealth Management, LLC421$45.9K0.02%00.0%Unchanged
Macroview Investment Management LLC423$46.1K0.06%−49−10.4%Reduced
Frank, Rimerman Advisors LLC424$46.2K0.01%+424New
Keener Financial Planning LLC435$47.0K0.04%+435New
State of Wyoming439$47.9K0.01%−562−56.1%Reduced
WealthCollab, LLC463$50.5K0.04%+463New
New Millennium Group LLC480$52.3K0.05%+6+1.3%Added
Raffa Wealth Management, LLC484$52.8K0.02%00.0%Unchanged
Horizons Wealth Management484$52.8K0.03%00.0%Unchanged
Financial Connections Group, Inc.488$53.0K0.03%00.0%Unchanged
Wolff Wiese Magana LLC492$53.6K0.05%−46−8.6%Reduced
Ritter Daniher Financial Advisory LLC492$53.6K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC492$53.7K0.01%+1+0.2%Added
Dougherty Wealth Advisers LLC500$54.5K0.05%00.0%Unchanged
Provenance Wealth Advisors, LLC500$54.5K0.01%+270+117.4%Added
Ables, Iannone, Moore & Associates, Inc.515$56.1K0.04%+515New
Retirement Group, LLC520$56.7K0.02%−1,112−68.1%Reduced
Pineridge Advisors LLC521$56.8K0.02%+521New
VitalStone Financial, LLC522$57.0K0.05%00.0%Unchanged
American State Bank (Iowa)530$57.8K0.04%00.0%Unchanged
Team Financial Group, LLC530$57.8K0.04%+4+0.8%Added
Dunhill Financial, LLC532$58.0K0.05%+532New
University of Texas/Texas Am Investment Managment Co554$60.4K0.02%+100+22.0%Added
Long Island Wealth Management, Inc.556$61.0K0.04%+556New
Mascoma Wealth Management LLC572$62.4K0.02%00.0%Unchanged
Scarborough Advisors, LLC579$63.1K0.01%+579New
Atwood & Palmer Inc580$63.2K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.580$63.2K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.594$64.8K0.00%+40+7.2%Added
Insight Financial Services597$65.1K0.08%00.0%Unchanged
Copeland Capital Management, LLC600$65.4K0.00%00.0%Unchanged