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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 10,118 | $1.10M | 0.53% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 10,087 | $1.11M | 0.14% | +6,176+157.9% | Added |
| Bremer Bank National Association | 10,166 | $1.11M | 0.21% | −1,100−9.8% | Reduced |
| Hartford Funds Management Co LLC | 10,190 | $1.11M | 0.11% | +2,010+24.6% | Added |
| WealthPLAN Partners, LLC | 10,236 | $1.12M | 0.11% | +40.0% | Added |
| Coston, McIsaac & Partners | 10,263 | $1.12M | 0.39% | +35+0.3% | Added |
| Traynor Capital Management, Inc. | 10,263 | $1.12M | 0.13% | −282−2.7% | Reduced |
| Seascape Capital Management | 10,274 | $1.12M | 0.47% | +111+1.1% | Added |
| RKL Wealth Management LLC | 10,299 | $1.12M | 0.12% | +5,483+113.8% | Added |
| Tilt Investment Management Holdings, PBC | 10,234 | $1.12M | 1.21% | −3,017−22.8% | Reduced |
| Strategic Investment Advisors | 10,334 | $1.13M | 0.16% | −1,529−12.9% | Reduced |
| Patron Partners Advisors, LLC | 10,358 | $1.13M | 0.75% | +257+2.5% | Added |
| Missouri Trust & Investment Co | 10,372 | $1.13M | 0.46% | +2,012+24.1% | Added |
| Sage Rhino Capital LLC | 10,407 | $1.13M | 0.29% | −13−0.1% | Reduced |
| Gilbert & Cook, Inc. | 10,416 | $1.14M | 0.16% | −1,774−14.6% | Reduced |
| Argent Capital Management LLC | 10,440 | $1.14M | 0.04% | −84−0.8% | Reduced |
| First Washington CORP | 10,482 | $1.14M | 0.44% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 10,484 | $1.14M | 0.82% | +408+4.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,490 | $1.14M | 0.52% | +10,490 | New |
| SNS Financial Group, LLC | 10,429 | $1.15M | 0.14% | −4,543−30.3% | Reduced |
| Autumn Glory Partners, LLC | 9,939 | $1.15M | 0.65% | −655−6.2% | Reduced |
| WNY Asset Management, LLC | 10,521 | $1.15M | 0.19% | +575+5.8% | Added |
| Catalytic Wealth RIA, LLC | 10,538 | $1.15M | 0.52% | +10,538 | New |
| Hilltop Partners LLC | 10,556 | $1.15M | 0.45% | +1,070+11.3% | Added |
| Aurora Private Wealth, Inc. | 10,587 | $1.15M | 1.09% | −64−0.6% | Reduced |
| Forza Wealth Management, LLC | 10,598 | $1.16M | 0.64% | −2,826−21.1% | Reduced |
| Waverton Investment Management Ltd | 10,620 | $1.16M | 0.03% | −230−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 10,559 | $1.16M | 0.23% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 10,629 | $1.16M | 0.42% | −2,319−17.9% | Reduced |
| Clarkston Capital Partners, LLC | 10,648 | $1.16M | 0.02% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 10,653 | $1.16M | 0.44% | +10,653 | New |
| Kapstone Financial Advisors LLC | 9,668 | $1.16M | 0.91% | +341+3.7% | Added |
| TLWM | 10,732 | $1.17M | 0.28% | +61+0.6% | Added |
| Trustco Bank Corp N Y | 10,739 | $1.17M | 1.27% | −19−0.2% | Reduced |
| Coho Partners, Ltd. | 10,740 | $1.17M | 0.03% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,776 | $1.17M | 0.92% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 10,793 | $1.18M | 0.04% | +10,793 | New |
| Round Rock Advisors, LLC | 10,817 | $1.18M | 0.30% | +133+1.2% | Added |
| MONECO Advisors, LLC | 10,819 | $1.18M | 0.22% | +243+2.3% | Added |
| Allen Capital Group, LLC | 10,825 | $1.18M | 0.20% | +253+2.4% | Added |
| Providence Capital Advisors, LLC | 10,830 | $1.18M | 0.28% | +799+8.0% | Added |
| MBL Wealth, LLC | 10,855 | $1.18M | 0.15% | −116−1.1% | Reduced |
| DCM Advisors, LLC | 10,856 | $1.18M | 0.42% | +3,249+42.7% | Added |
| MJP Associates Inc | 10,861 | $1.18M | 0.32% | +7,400+213.8% | Added |
| Mill Creek Capital Advisors, LLC | 10,861 | $1.18M | 0.03% | +309+2.9% | Added |
| Cambridge Advisors Inc. | 10,892 | $1.19M | 0.30% | +10+0.1% | Added |
| True North Advisors, LLC | 10,917 | $1.19M | 0.31% | −3,703−25.3% | Reduced |
| Invera Wealth Advisors, LLC | 10,923 | $1.19M | 0.75% | +10,923 | New |
| Cable Hill Partners, LLC | 10,057 | $1.19M | 0.15% | −1,163−10.4% | Reduced |
| CVA Family Office, LLC | 10,937 | $1.19M | 0.23% | −134−1.2% | Reduced |
| Redmond Asset Management, LLC | 10,969 | $1.20M | 0.39% | +611+5.9% | Added |
| Highlander Capital Management, LLC | 10,982 | $1.20M | 0.43% | +750+7.3% | Added |
| Avestar Capital, LLC | 10,935 | $1.20M | 0.15% | +2,226+25.6% | Added |
| First Western Trust Bank | 11,025 | $1.20M | 0.06% | +632+6.1% | Added |
| Heartland Bank & Trust Co | 11,035 | $1.20M | 0.83% | −2,191−16.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,041 | $1.20M | 0.24% | +273+2.5% | Added |
| GoalVest Advisory LLC | 11,069 | $1.21M | 0.53% | +323+3.0% | Added |
| Coastal Bridge Advisors, LLC | 11,074 | $1.21M | 0.31% | +24+0.2% | Added |
| Peoples Bank | 11,077 | $1.21M | 0.71% | −147−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 11,120 | $1.21M | 0.62% | +11,120 | New |
| Providence Wealth Advisors, LLC | 9,572 | $1.22M | 1.45% | +511+5.6% | Added |
| Continuum Advisory, LLC | 11,197 | $1.22M | 0.17% | −1,989−15.1% | Reduced |
| Charter Oak Capital Management, LLC | 11,204 | $1.22M | 0.15% | +6+0.1% | Added |
| Pictet Bank & Trust Ltd | 11,258 | $1.23M | 1.24% | −2,880−20.4% | Reduced |
| Guerra Pan Advisors, LLC | 11,264 | $1.23M | 1.17% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 11,271 | $1.23M | 0.15% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 11,272 | $1.23M | 0.81% | −30.0% | Reduced |
| BCJ Capital Management, LLC | 11,275 | $1.23M | 0.11% | −25,712−69.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,283 | $1.23M | 0.76% | −259−2.2% | Reduced |
| Bill Few Associates, Inc. | 11,301 | $1.23M | 0.56% | −293−2.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 11,321 | $1.23M | 1.20% | +11,321 | New |
| Chapin Davis, Inc. | 11,332 | $1.24M | 0.52% | +125+1.1% | Added |
| North Star Asset Management Inc | 11,334 | $1.24M | 0.06% | −1,260−10.0% | Reduced |
| Twelve Points Wealth Management LLC | 11,393 | $1.24M | 0.59% | +283+2.5% | Added |
| Childress Capital Advisors, LLC | 11,398 | $1.24M | 0.37% | +88+0.8% | Added |
| LexAurum Advisors, LLC | 11,401 | $1.24M | 0.33% | −14−0.1% | Reduced |
| Zullo Investment Group, Inc. | 11,421 | $1.25M | 0.64% | +153+1.4% | Added |
| Hunter Associates Investment Management LLC | 11,398 | $1.25M | 0.23% | −5,085−30.8% | Reduced |
| Accredited Investors Inc. | 11,455 | $1.25M | 0.09% | +16+0.1% | Added |
| Rational Advisors LLC | 11,500 | $1.25M | 0.13% | +11,500 | New |
| Atlantic Edge Private Wealth Management, LLC | 11,501 | $1.25M | 0.51% | +11,501 | New |
| Jackson, Grant Investment Advisers, Inc. | 11,506 | $1.25M | 0.56% | +55+0.5% | Added |
| Covenant Partners, LLC | 11,522 | $1.26M | 0.40% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 11,541 | $1.26M | 0.37% | +4,776+70.6% | Added |
| Abacus Planning Group, Inc. | 11,547 | $1.26M | 0.27% | −544−4.5% | Reduced |
| Prairie Sky Financial Group LLC | 11,594 | $1.26M | 0.82% | −128−1.1% | Reduced |
| Abundance Wealth Counselors | 11,630 | $1.27M | 0.33% | −38−0.3% | Reduced |
| Aureus Asset Management, LLC | 11,640 | $1.27M | 0.09% | +256+2.2% | Added |
| FOCUS Wealth Advisors, LLC | 11,645 | $1.27M | 0.80% | −1,673−12.6% | Reduced |
| Processus Wealth & Capital Management, LLC | 11,652 | $1.27M | 1.27% | +11,652 | New |
| Investment Partners Asset Management, Inc. | 11,672 | $1.27M | 1.27% | +11,672 | New |
| Occidental Asset Management, LLC | 11,675 | $1.27M | 0.26% | −28−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 11,663 | $1.27M | 0.22% | +333+2.9% | Added |
| YHB Investment Advisors, Inc. | 11,738 | $1.28M | 0.12% | −38−0.3% | Reduced |
| Brave Asset Management Inc | 11,777 | $1.28M | 0.36% | 00.0% | Unchanged |
| First Interstate Bank | 11,786 | $1.28M | 0.10% | −824−6.5% | Reduced |
| Northstar Asset Management LLC | 11,798 | $1.29M | 0.34% | −200−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 11,817 | $1.29M | 0.32% | 00.0% | Unchanged |
| Lipe & Dalton | 11,825 | $1.29M | 0.70% | +20.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 11,841 | $1.29M | 0.73% | −478−3.9% | Reduced |