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 |
|---|---|---|---|---|---|
| Townsend & Associates, Inc | 7,933 | $943.0K | 0.12% | −1,197−13.1% | Reduced |
| Cim Investment Mangement Inc | 8,651 | $943.1K | 0.30% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 8,657 | $943.8K | 0.71% | +8,657 | New |
| First Command Advisory Services, Inc. | 8,672 | $944.3K | 0.01% | −409−4.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,672 | $945.5K | 0.39% | −4,051−31.8% | Reduced |
| FinTrust Capital Advisors, LLC | 8,693 | $947.7K | 0.19% | +429+5.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,719 | $950.5K | 0.25% | −269−3.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,741 | $952.9K | 0.48% | −193−2.2% | Reduced |
| Greenfield Savings Bank | 8,743 | $953.2K | 0.55% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 8,754 | $954.4K | 0.46% | −57−0.6% | Reduced |
| Monument Capital Management | 8,783 | $957.6K | 0.31% | −2,324−20.9% | Reduced |
| Change Path, LLC | 8,790 | $958.0K | 0.06% | −735−7.7% | Reduced |
| Ami Asset Management Corp | 8,789 | $958.2K | 0.05% | −211−2.3% | Reduced |
| Burns J W & Co Inc | 8,793 | $958.6K | 0.14% | −48−0.5% | Reduced |
| First Bank & Trust | 8,808 | $960.2K | 0.23% | +952+12.1% | Added |
| Hikari Tsushin, Inc. | 8,812 | $960.7K | 0.09% | −3,082−25.9% | Reduced |
| Sonoma Private Wealth LLC | 8,821 | $961.7K | 1.59% | −552−5.9% | Reduced |
| Hemenway Trust Co LLC | 8,829 | $962.5K | 0.09% | −11,177−55.9% | Reduced |
| Alliance Wealth Management Group | 8,851 | $964.9K | 0.30% | +8,851 | New |
| Foster Dykema Cabot & Partners, LLC | 8,799 | $966.2K | 0.10% | +8,799 | New |
| Towercrest Capital Management | 8,871 | $967.1K | 0.17% | −15−0.2% | Reduced |
| Brady Family Wealth, LLC | 8,875 | $967.6K | 0.33% | −511−5.4% | Reduced |
| Klingman & Associates, LLC | 8,889 | $969.1K | 0.07% | −9,859−52.6% | Reduced |
| Lavaca Capital LLC | 8,900 | $970.3K | 0.59% | −2,422−21.4% | Reduced |
| Aigen Investment Management, LP | 8,913 | $971.7K | 0.17% | −4,957−35.7% | Reduced |
| Symphony Financial, Ltd. Co. | 8,224 | $974.5K | 0.21% | +364+4.6% | Added |
| Arnhold LLC | 8,942 | $974.9K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,946 | $975.3K | 0.12% | −25−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 8,964 | $977.3K | 0.01% | −33,770−79.0% | Reduced |
| LBMC Investment Advisors, LLC | 9,006 | $981.8K | 0.09% | +180+2.0% | Added |
| Mountain Capital Investment Advisors, Inc | 8,366 | $982.0K | 0.33% | −313−3.6% | Reduced |
| Scharf Investments, LLC | 9,011 | $982.4K | 0.03% | +204+2.3% | Added |
| Pacific Capital Partners Ltd | 9,031 | $984.6K | 0.74% | +778+9.4% | Added |
| Glen Eagle Advisors, LLC | 9,068 | $988.6K | 0.21% | −44−0.5% | Reduced |
| Donald L. Hagan, LLC | 9,071 | $988.9K | 0.55% | +39+0.4% | Added |
| Souders Financial Advisors | 9,079 | $989.8K | 0.17% | −3,707−29.0% | Reduced |
| MV Capital Management, Inc. | 9,088 | $990.8K | 0.13% | −59−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 9,106 | $992.7K | 0.10% | −683−7.0% | Reduced |
| Woodward Diversified Capital, LLC | 9,113 | $993.5K | 0.62% | −106−1.1% | Reduced |
| Kidder Stephen W | 9,144 | $996.9K | 0.32% | −60−0.7% | Reduced |
| Fort Point Capital Partners LLC | 9,148 | $997.3K | 0.15% | +150+1.7% | Added |
| Quent Capital, LLC | 9,188 | $1.00M | 0.13% | −409−4.3% | Reduced |
| KPP Advisory Services LLC | 9,191 | $1.00M | 0.88% | −1,260−12.1% | Reduced |
| Trifecta Capital Advisors, LLC | 9,192 | $1.00M | 0.28% | 00.0% | Unchanged |
| Canopy Partners, LLC | 9,132 | $1.00M | 0.61% | +9,132 | New |
| Corundum Group, Inc. | 9,196 | $1.00M | 0.50% | −2,585−21.9% | Reduced |
| Bell Bank | 9,235 | $1.01M | 0.10% | +92+1.0% | Added |
| West Coast Financial LLC | 9,246 | $1.01M | 0.13% | −44,779−82.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,268 | $1.01M | 0.61% | −950−9.3% | Reduced |
| Capstone Financial Advisors, Inc. | 9,276 | $1.01M | 0.07% | +656+7.6% | Added |
| Univest Financial Corp | 9,277 | $1.01M | 0.30% | +113+1.2% | Added |
| Vivaldi Capital Management, LLC | 8,084 | $1.01M | 0.30% | +630+8.5% | Added |
| TCI Wealth Advisors, Inc. | 9,308 | $1.01M | 0.11% | +788+9.2% | Added |
| Everhart Financial Group, Inc. | 9,308 | $1.01M | 0.36% | −732−7.3% | Reduced |
| McRae Capital Management Inc | 9,337 | $1.02M | 0.25% | +157+1.7% | Added |
| Baker Avenue Asset Management, LP | 9,342 | $1.02M | 0.04% | +112+1.2% | Added |
| Papp L Roy & Associates | 9,348 | $1.02M | 0.13% | −149−1.6% | Reduced |
| Opinicus Capital, Inc. | 9,361 | $1.02M | 1.04% | +9,361 | New |
| Journey Strategic Wealth LLC | 9,365 | $1.02M | 0.05% | +630+7.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,379 | $1.02M | 0.23% | +568+6.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,381 | $1.02M | 0.07% | −3,586−27.7% | Reduced |
| Port Capital LLC | 9,384 | $1.02M | 0.06% | −16−0.2% | Reduced |
| Monetary Management Group Inc | 9,405 | $1.03M | 0.32% | −50−0.5% | Reduced |
| Retirement Guys Formula LLC | 9,479 | $1.03M | 0.55% | +965+11.3% | Added |
| Strategic Planning Group, LLC | 9,490 | $1.03M | 0.34% | +9,490 | New |
| Pinnacle West Asset Management, Inc. | 9,525 | $1.04M | 0.89% | +230+2.5% | Added |
| Principal Street Partners, LLC | 9,537 | $1.04M | 0.25% | −214−2.2% | Reduced |
| RFP Financial Group LLC | 9,538 | $1.04M | 0.43% | −16−0.2% | Reduced |
| Capital Square, LLC | 9,548 | $1.04M | 1.18% | +7+0.1% | Added |
| First Pacific Financial | 9,569 | $1.04M | 0.32% | −117−1.2% | Reduced |
| Retirement Income Solutions, Inc | 9,575 | $1.04M | 0.26% | +231+2.5% | Added |
| Shayne & Co., LLC | 9,582 | $1.04M | 0.32% | −200−2.0% | Reduced |
| Northwest Investment Counselors, LLC | 9,595 | $1.05M | 0.28% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 9,635 | $1.05M | 0.27% | −965−9.1% | Reduced |
| CSS LLC | 9,688 | $1.06M | 0.08% | +3,500+56.6% | Added |
| Relative Value Partners Group, LLC | 9,697 | $1.06M | 0.06% | −580−5.6% | Reduced |
| Richard W. Paul & Associates, LLC | 9,711 | $1.06M | 0.44% | +17+0.2% | Added |
| Virtue Capital Management, LLC | 9,062 | $1.06M | 0.21% | −10,245−53.1% | Reduced |
| Phillips Wealth Planners LLC | 9,003 | $1.07M | 1.29% | −1,810−16.7% | Reduced |
| Gries Financial LLC | 9,794 | $1.07M | 0.23% | −227−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 9,800 | $1.07M | 0.64% | −1,345−12.1% | Reduced |
| Apriem Advisors | 9,818 | $1.07M | 0.14% | +41+0.4% | Added |
| Vigilare Wealth Management | 9,850 | $1.07M | 0.55% | −97−1.0% | Reduced |
| Lederer & Associates Investment Counsel | 9,859 | $1.07M | 0.80% | −138−1.4% | Reduced |
| Baker Ellis Asset Management LLC | 9,865 | $1.08M | 0.17% | −500−4.8% | Reduced |
| Aspire Private Capital, LLC | 9,879 | $1.08M | 0.32% | +302+3.2% | Added |
| Abacus Wealth Partners, LLC | 9,882 | $1.08M | 0.18% | +719+7.8% | Added |
| Cidel Asset Management Inc | 9,920 | $1.08M | 0.05% | +9,920 | New |
| First Business Financial Services, Inc. | 9,931 | $1.08M | 0.13% | −200−2.0% | Reduced |
| Investmark Advisory Group LLC | 9,945 | $1.08M | 0.64% | +9,945 | New |
| Drive Wealth Management, LLC | 9,878 | $1.08M | 0.35% | −1,275−11.4% | Reduced |
| Accuvest Global Advisors | 10,000 | $1.09M | 1.16% | +10,000 | New |
| Seelaus Asset Management LLC | 10,034 | $1.09M | 1.06% | −507−4.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,063 | $1.10M | 0.14% | −24,501−70.9% | Reduced |
| Mechanics Financial Corp | 10,076 | $1.10M | 0.62% | +100+1.0% | Added |
| Dorchester Wealth Management Co | 10,088 | $1.10M | 0.20% | −300−2.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 10,092 | $1.10M | 0.59% | −1,496−12.9% | Reduced |
| Midland Wealth Advisors LLC | 10,096 | $1.10M | 0.08% | +10,096 | New |
| Signet Financial Management, LLC | 10,099 | $1.10M | 0.16% | −293−2.8% | Reduced |
| My Legacy Advisors, LLC | 9,310 | $1.10M | 0.40% | −409−4.2% | Reduced |