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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 5,031 | $548.5K | 0.33% | +20.0% | Added |
| Mayfair Advisory Group, LLC | 4,844 | $548.5K | 0.47% | +200+4.3% | Added |
| Holistic Financial Partners | 5,034 | $548.8K | 0.33% | −153−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,037 | $549.2K | 0.06% | +81+1.6% | Added |
| KRS Capital Management, LLC | 5,058 | $551.4K | 0.51% | −302−5.6% | Reduced |
| Cora Capital Advisors LLC | 5,071 | $552.8K | 0.33% | +240+5.0% | Added |
| Smith & Howard Wealth Management, LLC | 5,078 | $553.6K | 0.20% | −2,459−32.6% | Reduced |
| Acorn Creek Capital LLC | 5,087 | $554.6K | 0.25% | +5,087 | New |
| Lesa Sroufe & Co | 5,100 | $556.0K | 0.57% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 5,103 | $556.4K | 0.05% | −143−2.7% | Reduced |
| TSFG, LLC | 5,116 | $558.0K | 0.18% | −635−11.0% | Reduced |
| Beacon Capital Management, LLC | 5,421 | $558.2K | 0.16% | −273−4.8% | Reduced |
| Indiana Trust & Investment Management CO | 5,127 | $558.9K | 0.25% | −472−8.4% | Reduced |
| Lighthouse Investment Partners, LLC | 5,149 | $561.3K | 0.04% | +5,149 | New |
| Blackston Financial Advisory Group, LLC | 5,151 | $561.5K | 0.36% | −160−3.0% | Reduced |
| Koss-Olinger Consulting, LLC | 5,157 | $562.0K | 0.06% | −1,465−22.1% | Reduced |
| Invenio Wealth Partners LLC | 5,168 | $563.4K | 0.41% | +838+19.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,170 | $563.6K | 0.74% | −452−8.0% | Reduced |
| Private Ocean, LLC | 5,173 | $564.0K | 0.06% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 5,195 | $566.4K | 0.20% | −300−5.5% | Reduced |
| Atlas Capital Advisors LLC | 5,205 | $567.4K | 0.08% | −1,276−19.7% | Reduced |
| Nebula Research & Development LLC | 5,209 | $567.9K | 0.17% | +2,318+80.2% | Added |
| Range Financial Group LLC | 5,215 | $568.5K | 0.34% | +5,215 | New |
| ABLE Financial Group, LLC | 5,221 | $569.2K | 0.25% | +109+2.1% | Added |
| Unionview, LLC | 5,226 | $569.7K | 0.51% | −37−0.7% | Reduced |
| Walden Wealth Partners LLC | 5,226 | $569.7K | 0.36% | +5,226 | New |
| Viawealth, LLC | 5,231 | $570.3K | 0.39% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,234 | $570.7K | 0.14% | +213+4.2% | Added |
| Cambridge Financial Group, LLC | 5,238 | $571.1K | 0.30% | +5,238 | New |
| Cornerstone Capital, Inc. | 5,243 | $571.6K | 0.06% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,259 | $573.3K | 0.39% | +177+3.5% | Added |
| Opal Wealth Advisors, LLC | 5,286 | $576.3K | 0.23% | −44−0.8% | Reduced |
| Premier Fund Managers Ltd | 5,300 | $577.0K | 0.02% | −2,200−29.3% | Reduced |
| Tranquility Partners, LLC | 5,313 | $579.2K | 0.24% | −481−8.3% | Reduced |
| Hummer Financial Advisory Services Inc | 5,289 | $580.7K | 0.53% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,334 | $581.5K | 0.19% | −258−4.6% | Reduced |
| Burt Wealth Advisors | 5,336 | $581.7K | 0.17% | −215−3.9% | Reduced |
| First United Bank Trust | 5,341 | $582.3K | 0.23% | +401+8.1% | Added |
| Roberts Glore & Co Inc | 5,349 | $583.1K | 0.18% | −112−2.1% | Reduced |
| JJJ Advisors Inc. | 5,358 | $585.2K | 0.14% | −152−2.8% | Reduced |
| St. Clair Advisors, LLC | 5,386 | $587.2K | 0.20% | −200−3.6% | Reduced |
| E Fund Management Co., Ltd. | 5,388 | $587.4K | 0.04% | +616+12.9% | Added |
| Tempus Wealth Planning, LLC | 5,398 | $588.5K | 0.26% | −28−0.5% | Reduced |
| Sawgrass Asset Management LLC | 5,409 | $589.7K | 0.07% | +631+13.2% | Added |
| Capital City Trust Co | 5,414 | $590.2K | 0.18% | −116−2.1% | Reduced |
| Fca Corp | 5,421 | $591.0K | 0.20% | −28−0.5% | Reduced |
| Acima Private Wealth, LLC | 5,445 | $593.6K | 0.23% | −448−7.6% | Reduced |
| Defined Wealth Management, LLC | 5,445 | $593.6K | 0.45% | +11+0.2% | Added |
| Millennium Capital Advisors, LLC | 5,450 | $594.2K | 0.45% | −1,100−16.8% | Reduced |
| Latitude Advisors, LLC | 5,453 | $594.5K | 0.42% | +40+0.7% | Added |
| Bourne Lent Asset Management Inc | 5,467 | $596.0K | 0.24% | −200−3.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,469 | $596.2K | 0.08% | +140+2.6% | Added |
| Collective Family Office LLC | 5,469 | $596.3K | 0.21% | −370−6.3% | Reduced |
| Luts & Greenleigh Group, Inc | 5,472 | $596.6K | 0.75% | +40+0.7% | Added |
| PEAK6 Investments LLC | 5,479 | $597.3K | 0.03% | −6,440−54.0% | Reduced |
| FourThought Financial Partners, LLC | 5,486 | $598.1K | 0.08% | −1,213−18.1% | Reduced |
| Greenwich Wealth Management LLC | 5,491 | $599.0K | 0.06% | −499−8.3% | Reduced |
| Harbour Trust & Investment Management Co | 5,495 | $599.1K | 0.08% | +5,495 | New |
| Henshaw Capital LLC | 5,500 | $599.6K | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,503 | $600.0K | 0.16% | −208−3.6% | Reduced |
| Beta Wealth Group, Inc. | 5,504 | $600.1K | 0.31% | −97−1.7% | Reduced |
| Summit Asset Management, LLC | 5,511 | $600.8K | 0.14% | −393−6.7% | Reduced |
| Wolverine Asset Management LLC | 5,532 | $603.1K | 0.01% | −37,932−87.3% | Reduced |
| MKT Advisors LLC | 5,146 | $603.2K | 0.40% | +13+0.3% | Added |
| Bath Savings Trust Co | 5,539 | $603.9K | 0.07% | +98+1.8% | Added |
| TRUE Private Wealth Advisors | 5,544 | $604.4K | 0.08% | −225−3.9% | Reduced |
| Sigma Investment Counselors Inc | 5,549 | $605.0K | 0.04% | −2,517−31.2% | Reduced |
| Ignite Planners, LLC | 5,343 | $605.0K | 0.18% | −1,013−15.9% | Reduced |
| Osterweis Capital Management Inc | 5,552 | $605.3K | 0.04% | −95−1.7% | Reduced |
| Alpha Family Trust | 5,555 | $605.6K | 0.41% | 00.0% | Unchanged |
| Somerset Trust Co | 5,572 | $607.5K | 0.27% | +1,146+25.9% | Added |
| Veracity Capital LLC | 5,574 | $607.7K | 0.24% | −215−3.7% | Reduced |
| KLR Investment Advisors, LLC | 5,536 | $607.8K | 0.44% | +280+5.3% | Added |
| Austin Private Wealth, LLC | 5,580 | $608.3K | 0.08% | +339+6.5% | Added |
| Provence Wealth Management Group | 5,586 | $609.0K | 0.33% | +393+7.6% | Added |
| Petrus Trust Company, LTA | 5,591 | $609.5K | 0.06% | +5,591 | New |
| S.A. Mason LLC | 5,605 | $611.1K | 0.41% | −388−6.5% | Reduced |
| KG&L Capital Management,LLC | 5,606 | $611.3K | 0.26% | +110+2.0% | Added |
| Westhampton Capital, LLC | 5,611 | $611.7K | 0.36% | −445−7.3% | Reduced |
| Ironwood Financial, llc | 5,612 | $611.8K | 0.15% | +83+1.5% | Added |
| Cantor Fitzgerald, L. P. | 5,621 | $612.8K | 0.13% | −365,153−98.5% | Reduced |
| Cortland Associates Inc | 5,645 | $615.0K | 0.09% | +27+0.5% | Added |
| First Affirmative Financial Network | 5,647 | $615.6K | 0.49% | +105+1.9% | Added |
| Lynch Asset Management, Inc. | 5,650 | $616.0K | 0.35% | 00.0% | Unchanged |
| Peoples Bank | 5,666 | $617.7K | 0.49% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,682 | $619.5K | 0.01% | −68,868−92.4% | Reduced |
| Campion Asset Management LLC | 5,702 | $621.6K | 0.53% | −60−1.0% | Reduced |
| Hexagon Capital Partners LLC | 5,704 | $621.7K | 0.15% | +2,108+58.6% | Added |
| Regal Wealth Group, Inc. | 5,322 | $622.7K | 0.38% | +10.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,718 | $623.4K | 0.13% | +190+3.4% | Added |
| Human Investing LLC | 5,732 | $624.9K | 0.13% | −325−5.4% | Reduced |
| Union Savings Bank | 5,734 | $625.1K | 0.35% | −117−2.0% | Reduced |
| Legacy Trust | 5,735 | $625.2K | 0.16% | −120−2.0% | Reduced |
| Hollencrest Capital Management | 5,737 | $625.4K | 0.06% | +313+5.8% | Added |
| Sierra Summit Advisors LLC | 5,744 | $626.2K | 0.18% | +5,744 | New |
| Lakeridge Wealth Management LLC | 5,746 | $626.4K | 0.45% | +5,746 | New |
| Holistic Planning, LLC | 5,754 | $627.3K | 0.53% | +5,754 | New |
| Boltwood Capital Management | 5,758 | $627.7K | 0.21% | −200−3.4% | Reduced |
| Olistico Wealth, LLC | 5,761 | $628.0K | 0.49% | −1,063−15.6% | Reduced |
| MEMBERS Trust Co | 5,777 | $628.4K | 0.02% | −29−0.5% | Reduced |