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 |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLC | 7,651 | $834.1K | 0.42% | +7,651 | New |
| Granite Investment Partners, LLC | 7,667 | $835.9K | 0.03% | −225−2.9% | Reduced |
| Stewart & Patten Co LLC | 7,679 | $837.2K | 0.13% | +900+13.3% | Added |
| SignalPoint Asset Management, LLC | 7,689 | $838.0K | 0.25% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 7,689 | $838.3K | 0.15% | −495−6.0% | Reduced |
| MWA Asset Management | 7,689 | $838.3K | 0.69% | +151+2.0% | Added |
| Oxbow Advisors, LLC | 7,694 | $838.8K | 0.13% | +17+0.2% | Added |
| Entropy Technologies, LP | 7,698 | $839.2K | 0.16% | +7,698 | New |
| Resolute Wealth Strategies, LLC | 7,701 | $839.6K | 0.57% | −86−1.1% | Reduced |
| Old Second National Bank of Aurora | 7,704 | $839.9K | 0.23% | −546−6.6% | Reduced |
| Sunburst Financial Group, LLC | 7,709 | $840.4K | 0.26% | +136+1.8% | Added |
| Callan Capital, LLC | 7,716 | $841.2K | 0.08% | +332+4.5% | Added |
| DRW Securities, LLC | 7,716 | $841.2K | 0.03% | +7,716 | New |
| Edgewood Management LLC | 7,718 | $841.4K | 0.00% | −100−1.3% | Reduced |
| Old Mission Investment Co LLC | 7,729 | $842.7K | 0.30% | +111+1.5% | Added |
| Voya Financial Advisors, Inc. | 7,747 | $842.7K | 0.10% | +865+12.6% | Added |
| TruWealth Advisors, LLC | 7,770 | $847.1K | 0.06% | +449+6.1% | Added |
| Options Solutions, LLC | 7,784 | $848.6K | 0.90% | +984+14.5% | Added |
| Van Strum & Towne Inc. | 7,793 | $849.6K | 0.33% | +200+2.6% | Added |
| Guardian Wealth Advisors, LLC | 7,805 | $850.9K | 0.13% | −364−4.5% | Reduced |
| Claret Asset Management Corp | 7,838 | $854.0K | 0.15% | −25−0.3% | Reduced |
| Johnson & White Wealth Management, LLC | 7,832 | $854.0K | 0.71% | +136+1.8% | Added |
| SkyView Investment Advisors, LLC | 7,837 | $854.0K | 0.21% | +764+10.8% | Added |
| Jump Financial, LLC | 7,855 | $856.4K | 0.03% | −10,131−56.3% | Reduced |
| Arlington Trust Co LLC | 7,876 | $858.6K | 0.24% | +3,858+96.0% | Added |
| Willner & Heller, LLC | 7,920 | $863.4K | 0.96% | +7,920 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,945 | $866.2K | 0.92% | +7,945 | New |
| Cutter & CO Brokerage, Inc. | 7,951 | $866.8K | 0.24% | −475−5.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,961 | $867.9K | 0.65% | −97−1.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,186 | $868.0K | 0.36% | +4+0.1% | Added |
| Wunderlich Capital Managemnt | 7,963 | $868.1K | 0.39% | +7,963 | New |
| Genesee Capital Advisors, LLC | 7,968 | $868.7K | 0.54% | +765+10.6% | Added |
| KC Investment Advisors, LLC | 7,998 | $871.9K | 0.52% | −624−7.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,000 | $872.2K | 0.72% | 00.0% | Unchanged |
| Carr Financial Group Corp | 8,024 | $874.8K | 0.32% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 8,030 | $875.5K | 0.03% | +32+0.4% | Added |
| US Asset Management LLC | 8,038 | $876.0K | 0.87% | +8,038 | New |
| Relyea Zuckerberg Hanson LLC | 8,036 | $876.1K | 0.17% | −223−2.7% | Reduced |
| HHM Wealth Advisors, LLC | 8,048 | $877.4K | 0.15% | +65+0.8% | Added |
| First Heartland Consultants, Inc. | 8,052 | $878.0K | 0.11% | −1,471−15.4% | Reduced |
| Vestor Capital, LLC | 8,062 | $879.0K | 0.08% | −39,427−83.0% | Reduced |
| Kowal Investment Group, LLC | 8,067 | $879.4K | 0.21% | −760−8.6% | Reduced |
| New Jersey Better Educational Savings Trust | 8,078 | $880.7K | 1.86% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,101 | $883.0K | 0.39% | −5,615−40.9% | Reduced |
| Truepoint, Inc. | 8,106 | $883.7K | 0.03% | +1,408+21.0% | Added |
| Day & Ennis, LLC | 8,108 | $883.9K | 0.31% | +10.0% | Added |
| Garner Asset Management Corp | 7,009 | $885.9K | 0.45% | −356−4.8% | Reduced |
| L.M. Kohn & Company | 8,127 | $886.0K | 0.28% | −234−2.8% | Reduced |
| Rogco, LP | 8,142 | $887.6K | 0.39% | +3,730+84.5% | Added |
| OmniStar Financial Group, Inc. | 8,146 | $888.2K | 1.11% | +1,105+15.7% | Added |
| Barton Investment Management | 8,158 | $889.4K | 0.12% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 8,167 | $890.4K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 8,170 | $890.7K | 0.12% | +8+0.1% | Added |
| First Commonwealth Financial Corp | 8,212 | $895.3K | 0.28% | −317−3.7% | Reduced |
| Builder Investment Group Inc | 8,226 | $896.8K | 0.32% | +505+6.5% | Added |
| Emerald Advisors, LLC | 8,241 | $898.4K | 0.17% | +283+3.6% | Added |
| Signature Wealth Management Partners, LLC | 8,242 | $898.6K | 0.79% | −29−0.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,248 | $899.0K | 0.30% | +220+2.7% | Added |
| Invesco, LLC | 8,269 | $901.5K | 0.42% | −119−1.4% | Reduced |
| Mendel Money Management | 8,276 | $902.3K | 0.43% | −303−3.5% | Reduced |
| Prentice Wealth Management LLC | 8,279 | $902.6K | 0.35% | +395+5.0% | Added |
| Sachetta, LLC | 8,262 | $903.4K | 0.43% | +8,262 | New |
| Weinberger Asset Management, Inc | 8,298 | $904.6K | 0.47% | −65−0.8% | Reduced |
| Waddell & Associates, LLC | 8,341 | $907.0K | 0.12% | +1,956+30.6% | Added |
| Groesbeck Investment Management Corp | 8,323 | $907.0K | 1.26% | +780+10.3% | Added |
| Core Wealth Partners LLC | 8,324 | $907.5K | 0.74% | +204+2.5% | Added |
| Strong Tower Advisory Services | 8,325 | $907.6K | 0.40% | +562+7.2% | Added |
| Traphagen Investment Advisors LLC | 8,354 | $910.8K | 0.11% | +723+9.5% | Added |
| Carl P. Sherr & Co., LLC | 8,368 | $912.3K | 0.55% | −2,201−20.8% | Reduced |
| Renasant Bank | 8,385 | $914.1K | 0.73% | +20.0% | Added |
| Amussen Hunsaker Associates LLC | 8,388 | $914.5K | 0.18% | +188+2.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,389 | $914.6K | 0.02% | −5,462−39.4% | Reduced |
| Townsend Asset Management Corp | 8,397 | $915.4K | 0.42% | −912−9.8% | Reduced |
| Allstate Corp | 8,399 | $915.7K | 0.06% | −185−2.2% | Reduced |
| Magnolia Capital Management Ltd | 8,400 | $916.0K | 0.84% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,410 | $916.9K | 0.15% | −103−1.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,419 | $917.9K | 0.07% | −1,127−11.8% | Reduced |
| Frisch Financial Group, Inc. | 8,423 | $918.0K | 0.35% | −59−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,430 | $919.0K | 0.18% | −1,199−12.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,457 | $922.0K | 0.17% | −262−3.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,458 | $922.1K | 0.03% | +245+3.0% | Added |
| Western Financial Corp | 8,473 | $923.7K | 0.62% | −5,228−38.2% | Reduced |
| Zevin Asset Management LLC | 8,471 | $924.0K | 0.17% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 8,472 | $924.0K | 0.13% | +150+1.8% | Added |
| Westbourne Investment Advisors, Inc. | 8,475 | $924.0K | 0.37% | +259+3.2% | Added |
| Eagle Ridge Investment Management | 8,476 | $924.1K | 0.09% | +774+10.0% | Added |
| Arrow Financial Corp | 8,479 | $924.4K | 0.10% | −534−5.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,487 | $925.3K | 0.58% | +100+1.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 8,516 | $928.4K | 0.75% | −343−3.9% | Reduced |
| Matrix Private Capital Group LLC | 8,463 | $929.2K | 0.70% | −40−0.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,541 | $931.1K | 0.76% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,550 | $932.1K | 0.08% | −2,594−23.3% | Reduced |
| Barden Capital Management, Inc. | 9,004 | $933.2K | 0.76% | +9,004 | New |
| Athena Investment Management | 8,566 | $933.9K | 0.61% | +10.0% | Added |
| Optas, LLC | 8,573 | $934.6K | 0.28% | −894−9.4% | Reduced |
| NVWM, LLC | 8,513 | $934.7K | 0.28% | −220−2.5% | Reduced |
| Aaron Wealth Advisors | 8,578 | $935.2K | 0.16% | +875+11.4% | Added |
| SOA Wealth Advisors, LLC. | 8,636 | $941.5K | 0.21% | +19+0.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 8,583 | $942.2K | 0.03% | −14−0.2% | Reduced |
| Winthrop Advisory Group LLC | 8,645 | $942.5K | 0.15% | −283−3.2% | Reduced |