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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 6,560 | $715.2K | 0.35% | −900−12.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,563 | $715.5K | 0.42% | +606+10.2% | Added |
| Delta Investment Management, LLC | 6,575 | $716.8K | 0.18% | +77+1.2% | Added |
| Family Firm, Inc. | 6,581 | $717.5K | 0.19% | +36+0.6% | Added |
| Tower Wealth Partners, Inc. | 6,587 | $718.1K | 0.51% | −740−10.1% | Reduced |
| Landmark Financial Advisors, LLC | 6,600 | $719.5K | 0.26% | −100−1.5% | Reduced |
| Bangor Savings Bank | 6,605 | $720.1K | 0.08% | −155−2.3% | Reduced |
| Sciencast Management LP | 6,616 | $721.3K | 0.39% | −11,665−63.8% | Reduced |
| Plato Investment Management Ltd | 6,622 | $721.9K | 0.89% | +6,622 | New |
| Bulltick Wealth Management, LLC | 6,586 | $722.9K | 0.17% | +960+17.1% | Added |
| General Partner, Inc. | 6,493 | $724.8K | 0.61% | 00.0% | Unchanged |
| Barr E S & Co | 6,650 | $725.0K | 0.05% | +1,601+31.7% | Added |
| Paulson Wealth Management Inc. | 6,665 | $726.6K | 0.23% | −929−12.2% | Reduced |
| Channel Wealth LLC | 6,678 | $728.0K | 0.34% | +110+1.7% | Added |
| Moseley Investment Management Inc | 6,683 | $728.6K | 0.41% | −212−3.1% | Reduced |
| Onefund, LLC | 6,701 | $730.5K | 0.95% | +6,701 | New |
| Sonata Capital Group Inc | 6,701 | $731.0K | 0.36% | −498−6.9% | Reduced |
| Cross Staff Investments Inc | 6,710 | $731.5K | 0.65% | +225+3.5% | Added |
| Venturi Wealth Management, LLC | 6,716 | $732.2K | 0.05% | +250+3.9% | Added |
| Bender Robert & Associates | 6,723 | $732.9K | 0.18% | −243−3.5% | Reduced |
| Providence First Trust Co | 6,725 | $733.2K | 0.36% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 6,735 | $734.2K | 0.10% | −368−5.2% | Reduced |
| Nadler Financial Group, Inc. | 6,753 | $736.2K | 0.10% | +222+3.4% | Added |
| Silver Oak Securities, Inc | 6,758 | $736.8K | 0.10% | +1,950+40.6% | Added |
| LWMG, LLC | 6,767 | $737.7K | 0.18% | −14−0.2% | Reduced |
| Ethos Financial Group, LLC | 6,720 | $738.0K | 0.16% | +1,046+18.4% | Added |
| Clarus Group, Inc. | 6,771 | $738.2K | 0.56% | −1,125−14.2% | Reduced |
| Sittner & Nelson, LLC | 6,792 | $740.4K | 0.40% | −276−3.9% | Reduced |
| Red Mountain Financial, LLC | 6,843 | $746.0K | 1.15% | +6,843 | New |
| FSM Wealth Advisors, LLC | 6,856 | $747.4K | 0.32% | +360+5.5% | Added |
| AlphaQ Advisors LLC | 6,873 | $749.3K | 0.52% | −191−2.7% | Reduced |
| AFS Financial Group, LLC | 6,875 | $749.5K | 0.70% | −9,143−57.1% | Reduced |
| Octavia Wealth Advisors, LLC | 6,829 | $749.7K | 0.13% | +184+2.8% | Added |
| HTLF Bank | 6,880 | $750.1K | 0.09% | +6,880 | New |
| Verus Capital Partners, LLC | 6,893 | $751.5K | 0.09% | +1,027+17.5% | Added |
| Great Lakes Retirement, Inc. | 6,898 | $752.0K | 0.12% | −8,245−54.4% | Reduced |
| Bayesian Capital Management, LP | 6,900 | $752.2K | 0.08% | +6,900 | New |
| Samalin Investment Counsel, LLC | 6,912 | $753.7K | 0.38% | +227+3.4% | Added |
| Delta Financial Advisors LLC | 6,922 | $754.6K | 0.33% | 00.0% | Unchanged |
| Main Street Research LLC | 5,671 | $758.0K | 0.06% | −101,637−94.7% | Reduced |
| Kolinsky Wealth Management, LLC | 6,966 | $759.5K | 0.67% | −322−4.4% | Reduced |
| Atlas Private Wealth Management | 6,969 | $759.8K | 0.36% | 00.0% | Unchanged |
| Elgethun Capital Management | 6,986 | $761.7K | 0.22% | −98−1.4% | Reduced |
| Capital Advisors Inc | 7,000 | $763.2K | 0.02% | −107−1.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 7,009 | $764.1K | 0.47% | −333−4.5% | Reduced |
| Barrett & Company, Inc. | 7,010 | $764.3K | 0.41% | −136−1.9% | Reduced |
| Meeder Asset Management Inc | 7,011 | $764.3K | 0.06% | −1,100−13.6% | Reduced |
| Investment Partners, Ltd. | 7,030 | $766.4K | 0.38% | +234+3.4% | Added |
| Garde Capital, Inc. | 7,045 | $768.0K | 0.06% | +1,428+25.4% | Added |
| Monticello Wealth Management, LLC | 7,063 | $770.0K | 0.07% | −667−8.6% | Reduced |
| Stokes Family Office, LLC | 7,099 | $773.9K | 0.10% | −5,960−45.6% | Reduced |
| Sivia Capital Partners, LLC | 7,108 | $774.8K | 0.59% | +7,108 | New |
| Partners Capital Investment Group, LLP | 7,112 | $775.4K | 0.02% | +743+11.7% | Added |
| Lafayette Investments, Inc. | 7,116 | $775.8K | 0.19% | −156−2.1% | Reduced |
| Baldwin Investment Management, LLC | 7,120 | $776.2K | 0.12% | +550+8.4% | Added |
| Focused Wealth Management, Inc | 7,139 | $778.3K | 0.13% | +207+3.0% | Added |
| Dividend Assets Capital, LLC | 7,151 | $780.0K | 0.15% | −120−1.7% | Reduced |
| VCI Wealth Management LLC | 7,155 | $780.0K | 0.47% | +7,155 | New |
| Sound Income Strategies, LLC | 7,157 | $780.2K | 0.06% | +1,431+25.0% | Added |
| Hill Investment Group Partners, LLC | 7,158 | $780.4K | 0.11% | −287−3.9% | Reduced |
| Howard Financial Services, Ltd. | 7,166 | $781.3K | 0.15% | +790+12.4% | Added |
| MGB Wealth Management, LLC | 7,175 | $781.7K | 0.39% | +7,175 | New |
| Baader Bank INC | 7,230 | $785.4K | 0.07% | −46,168−86.5% | Reduced |
| Aspen Investment Management Inc | 7,217 | $787.0K | 0.44% | +340+4.9% | Added |
| Cooper Financial Group | 7,230 | $788.2K | 0.14% | +119+1.7% | Added |
| Summit Financial Group Inc | 7,254 | $790.8K | 0.30% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 7,281 | $793.8K | 0.79% | −610−7.7% | Reduced |
| Alhambra Investment Partners LLC | 7,297 | $795.5K | 0.47% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,300 | $795.8K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $795.8K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 7,306 | $796.5K | 0.23% | −617−7.8% | Reduced |
| Cetera Trust Company, N.A | 7,309 | $796.8K | 0.50% | +7,309 | New |
| Legacy Capital Wealth Partners, LLC | 7,324 | $798.5K | 0.23% | −158−2.1% | Reduced |
| Successful Portfolios LLC | 7,327 | $798.9K | 0.60% | +200+2.8% | Added |
| Opus Capital Group, LLC | 7,354 | $802.0K | 0.13% | −54−0.7% | Reduced |
| Poehling Capital Management, LLC | 7,361 | $802.5K | 0.25% | −1,072−12.7% | Reduced |
| Pring Turner Capital Group Inc | 7,365 | $802.9K | 0.61% | −90−1.2% | Reduced |
| Pictet North America Advisors SA | 7,375 | $804.0K | 0.10% | 00.0% | Unchanged |
| Old Port Advisors | 7,386 | $805.2K | 0.27% | −283−3.7% | Reduced |
| Weatherly Asset Management L. P. | 7,353 | $807.3K | 0.09% | −76−1.0% | Reduced |
| King Wealth | 7,412 | $808.0K | 0.16% | −28−0.4% | Reduced |
| Garrison Point Advisors, LLC | 7,413 | $808.1K | 0.57% | −127−1.7% | Reduced |
| Alta Advisers Ltd | 7,420 | $808.9K | 0.43% | +820+12.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,449 | $812.0K | 0.41% | +12+0.2% | Added |
| Sather Financial Group Inc | 7,451 | $812.3K | 0.06% | −2,000−21.2% | Reduced |
| Owen LaRue, LLC | 7,452 | $812.4K | 0.77% | −8,332−52.8% | Reduced |
| Quotient Wealth Partners, LLC | 7,466 | $813.9K | 0.03% | +7,466 | New |
| Insight 2811, Inc. | 7,495 | $817.1K | 0.45% | −452−5.7% | Reduced |
| Cassia Capital Partners, LLC | 7,496 | $817.2K | 0.68% | +273+3.8% | Added |
| Gradient Investments LLC | 7,516 | $819.4K | 0.02% | −85−1.1% | Reduced |
| Compass Wealth Management LLC | 7,530 | $820.9K | 0.23% | +321+4.5% | Added |
| Financial Engines Advisors L.L.C. | 7,511 | $823.3K | 0.00% | +4,432+143.9% | Added |
| Valley Brook Capital Group | 7,582 | $826.6K | 0.72% | +50+0.7% | Added |
| CoreCap Advisors, LLC | 7,587 | $827.1K | 0.05% | −14,051−64.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,599 | $828.0K | 0.22% | +5+0.1% | Added |
| Broderick Brian C | 7,625 | $831.3K | 0.21% | +1,500+24.5% | Added |
| HBW Advisory Services LLC | 7,630 | $832.0K | 0.16% | −1,552−16.9% | Reduced |
| Verity Asset Management, Inc. | 7,633 | $832.1K | 0.53% | −35−0.5% | Reduced |
| Crumly & Associates Inc. | 7,636 | $832.4K | 0.24% | +963+14.4% | Added |
| Red Wave Investments LLC | 7,643 | $833.2K | 0.33% | 00.0% | Unchanged |