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
- 3,443
- +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
- 1,247 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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 5,772 | $629.3K | 0.26% | +265+4.8% | Added |
| Summit Financial Strategies, Inc. | 5,793 | $631.5K | 0.10% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,797 | $632.0K | 0.18% | −65−1.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,801 | $632.4K | 0.15% | +140+2.5% | Added |
| FWL Investment Management, LLC | 5,801 | $632.4K | 0.37% | +122+2.1% | Added |
| LVW Advisors, LLC | 5,808 | $633.2K | 0.12% | −927−13.8% | Reduced |
| Enterprise Bank & Trust Co | 5,815 | $634.0K | 0.23% | +1,943+50.2% | Added |
| Taylor Hoffman Wealth Management | 5,816 | $634.1K | 0.29% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,819 | $634.4K | 0.30% | −3,374−36.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,826 | $635.2K | 0.26% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,848 | $636.1K | 0.54% | −9,815−62.7% | Reduced |
| Baystate Wealth Management LLC | 5,844 | $637.1K | 0.05% | +772+15.2% | Added |
| DGS Capital Management, LLC | 5,903 | $643.5K | 0.25% | −573−8.8% | Reduced |
| Citizens Business Bank | 5,907 | $644.0K | 0.14% | −349−5.6% | Reduced |
| Sara-Bay Financial | 5,915 | $644.9K | 0.31% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,915 | $644.9K | 0.25% | +1,047+21.5% | Added |
| Knights of Columbus Asset Advisors LLC | 5,921 | $645.5K | 0.04% | +3,283+124.5% | Added |
| Laurel Wealth Advisors LLC | 5,934 | $646.9K | 0.12% | −229−3.7% | Reduced |
| Fox Run Management, L.L.C. | 5,938 | $647.4K | 0.17% | +5,938 | New |
| Vista Wealth Management Group, LLC | 5,940 | $647.6K | 0.05% | +52+0.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,942 | $647.8K | 0.40% | +27+0.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,950 | $648.7K | 0.20% | +2,050+52.6% | Added |
| Cohen Capital Management, Inc. | 5,967 | $650.5K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,969 | $650.7K | 0.17% | −8,839−59.7% | Reduced |
| Financial Security Advisor, Inc. | 5,934 | $651.5K | 0.26% | +102+1.7% | Added |
| Michael B. Yongue | 5,990 | $653.0K | 0.59% | −30−0.5% | Reduced |
| Investment Advisory Services Inc | 5,998 | $653.9K | 0.26% | −190−3.1% | Reduced |
| Lathrop Investment Management Corp | 6,012 | $655.0K | 0.13% | +114+1.9% | Added |
| Commonwealth Financial Services, LLC | 6,020 | $656.4K | 0.15% | +30.0% | Added |
| Westmount Partners, LLC | 6,021 | $656.4K | 0.27% | +179+3.1% | Added |
| Perkins Coie Trust Co | 6,023 | $656.6K | 0.17% | −385−6.0% | Reduced |
| Salomon & Ludwin, LLC | 6,396 | $658.5K | 0.07% | 00.0% | Unchanged |
| Davidson Trust Co | 6,041 | $658.6K | 0.42% | +521+9.4% | Added |
| Advisor Resource Council | 6,061 | $660.8K | 0.08% | +6,061 | New |
| Mirador Capital Partners LP | 6,062 | $660.8K | 0.14% | −191−3.1% | Reduced |
| Meridian Financial Partners LLC | 5,604 | $664.0K | 0.68% | −35−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,095 | $664.4K | 0.29% | −200−3.2% | Reduced |
| EHP Funds Inc. | 6,100 | $665.0K | 0.33% | +2,900+90.6% | Added |
| Oxford Financial Group Ltd | 6,104 | $665.5K | 0.05% | −567−8.5% | Reduced |
| Chemistry Wealth Management LLC | 6,111 | $666.2K | 0.20% | −98−1.6% | Reduced |
| Scholtz & Company, LLC | 6,127 | $668.0K | 0.33% | +6,127 | New |
| Weil Company, Inc. | 6,132 | $668.5K | 0.29% | −2,048−25.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,148 | $670.3K | 0.04% | −530−7.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,158 | $671.3K | 0.22% | +89+1.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,175 | $673.2K | 0.66% | −20−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 6,185 | $674.4K | 0.11% | −33−0.5% | Reduced |
| Wagner Wealth Management, LLC | 6,195 | $675.4K | 0.23% | +227+3.8% | Added |
| Fiera Capital Corp | 6,209 | $676.9K | 0.00% | +6,209 | New |
| Dover Advisors, LLC | 6,169 | $677.1K | 0.89% | −1,556−20.1% | Reduced |
| Eagle Bay Advisors LLC | 6,213 | $677.3K | 0.43% | −1,556−20.0% | Reduced |
| Apella Capital, LLC | 5,798 | $678.4K | 0.04% | −133−2.2% | Reduced |
| Orion Capital Management LLC | 6,235 | $679.7K | 0.40% | −293−4.5% | Reduced |
| Ellenbecker Investment Group | 6,246 | $681.0K | 0.16% | −1,124−15.3% | Reduced |
| Nicolet Bankshares Inc | 6,250 | $681.4K | 0.18% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,269 | $681.9K | 0.01% | +6,269 | New |
| Diversified, LLC | 6,264 | $682.9K | 0.15% | +157+2.6% | Added |
| Measured Wealth Private Client Group, LLC | 6,270 | $683.6K | 0.25% | −4,801−43.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,301 | $686.9K | 0.42% | +1,352+27.3% | Added |
| Altus Wealth Management, LLC | 6,307 | $687.6K | 0.41% | +42+0.7% | Added |
| Prossimo Advisors, LLC | 6,309 | $688.0K | 1.46% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,333 | $690.4K | 0.06% | −760−10.7% | Reduced |
| JT Stratford LLC | 6,335 | $690.6K | 0.16% | +115+1.8% | Added |
| Bedel Financial Consulting, Inc. | 6,340 | $691.1K | 0.13% | +181+2.9% | Added |
| FORA Capital, LLC | 6,347 | $692.0K | 0.06% | −16,292−72.0% | Reduced |
| Vicus Capital | 6,355 | $692.8K | 0.07% | −2,810−30.7% | Reduced |
| Wall Street Access Asset Management, LLC | 6,355 | $692.9K | 0.33% | +60+1.0% | Added |
| Absher Wealth Management, LLC | 6,357 | $693.0K | 0.10% | +96+1.5% | Added |
| David R. Rahn & Associates Inc. | 6,361 | $693.5K | 0.29% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,372 | $694.7K | 0.09% | +103+1.6% | Added |
| Strategic Wealth Designers | 6,379 | $695.5K | 0.10% | +613+10.6% | Added |
| JNBA Financial Advisors | 6,381 | $695.6K | 0.08% | +4+0.1% | Added |
| Lyell Wealth Management, LP | 6,398 | $697.5K | 0.08% | +4,333+209.8% | Added |
| Optimum Investment Advisors | 6,400 | $697.7K | 0.35% | −800−11.1% | Reduced |
| Ambassador Advisors, LLC | 5,532 | $698.0K | 0.15% | +1,019+22.6% | Added |
| Canton Hathaway, LLC | 6,398 | $698.0K | 0.21% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,360 | $698.4K | 0.06% | −120−1.9% | Reduced |
| Sterling Investment Counsel, LLC | 6,406 | $698.4K | 0.36% | −657−9.3% | Reduced |
| O'Rourke & Company, Inc | 6,408 | $699.0K | 0.45% | −11−0.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,418 | $699.7K | 0.58% | −102−1.6% | Reduced |
| Greystone Financial Group, LLC | 6,420 | $699.9K | 0.16% | −30.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,420 | $699.9K | 0.60% | +592+10.2% | Added |
| Resonant Capital Advisors, LLC | 6,393 | $701.8K | 0.07% | +112+1.8% | Added |
| Asset Management Group, Inc. | 6,450 | $703.2K | 0.14% | −261−3.9% | Reduced |
| Certified Advisory Corp | 6,451 | $703.3K | 0.11% | −15,477−70.6% | Reduced |
| Intrua Financial, LLC | 6,459 | $704.2K | 0.11% | −722−10.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,948 | $704.4K | 0.16% | −31−0.5% | Reduced |
| Redwood Financial Network Corp | 6,475 | $705.9K | 0.68% | +42+0.7% | Added |
| Oracle Alpha Inc. | 6,476 | $706.0K | 0.91% | +6,476 | New |
| Copperwynd Financial, LLC | 6,495 | $708.1K | 0.28% | −13,888−68.1% | Reduced |
| Aveo Capital Partners, LLC | 6,515 | $710.3K | 0.09% | +274+4.4% | Added |
| Simplicity Wealth,LLC | 6,515 | $710.3K | 0.27% | +6,515 | New |
| Monterey Private Wealth, Inc. | 6,527 | $711.6K | 0.32% | −44−0.7% | Reduced |
| NFP Retirement, Inc. | 6,532 | $712.0K | 0.12% | +224+3.6% | Added |
| Westshore Wealth, LLC | 6,531 | $712.0K | 0.33% | −265−3.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,539 | $712.9K | 0.70% | +6,539 | New |
| Morton Capital Management LLC | 6,548 | $713.9K | 0.21% | −1,081−14.2% | Reduced |
| Mathes Company, Inc. | 6,550 | $714.0K | 0.29% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,551 | $714.2K | 0.21% | +91+1.4% | Added |
| MSH Capital Advisors LLC | 6,552 | $714.3K | 0.27% | −1,637−20.0% | Reduced |
| RB Capital Management, LLC | 6,554 | $714.6K | 0.21% | −157−2.3% | Reduced |