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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 11,863 | $1.29M | 0.26% | +1,536+14.9% | Added |
| Woodard & Co Asset Management Group Inc | 11,887 | $1.30M | 0.38% | −9,225−43.7% | Reduced |
| Winton Group Ltd | 11,895 | $1.30M | 0.09% | +11,895 | New |
| Imprint Wealth LLC | 11,754 | $1.30M | 1.04% | +178+1.5% | Added |
| Buckingham Strategic Partners | 11,967 | $1.30M | 0.06% | −6,161−34.0% | Reduced |
| Park Edge Advisors, LLC | 12,034 | $1.31M | 0.45% | +7,630+173.3% | Added |
| Financial Insights, Inc. | 12,057 | $1.31M | 0.41% | −893−6.9% | Reduced |
| OV Management LLC | 12,000 | $1.32M | 1.09% | +12,000 | New |
| Physicians Financial Services, Inc. | 12,095 | $1.32M | 0.50% | −100−0.8% | Reduced |
| Barlow Wealth Partners, Inc. | 12,120 | $1.32M | 0.19% | +12,120 | New |
| VeraBank, N.A. | 12,121 | $1.32M | 0.44% | +252+2.1% | Added |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.32M | 0.72% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 12,124 | $1.32M | 0.33% | +790+7.0% | Added |
| City State Bank | 12,145 | $1.32M | 0.66% | −233−1.9% | Reduced |
| Gilman Hill Asset Management, LLC | 12,154 | $1.33M | 0.25% | −105−0.9% | Reduced |
| Schulhoff & Co Inc | 12,158 | $1.33M | 0.63% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,164 | $1.33M | 1.19% | −19−0.2% | Reduced |
| Old North State Wealth Management, LLC | 12,182 | $1.33M | 0.98% | +282+2.4% | Added |
| Retirement Planning Co of New England, Inc. | 12,197 | $1.33M | 0.60% | +148+1.2% | Added |
| Clean Yield Group | 12,225 | $1.33M | 0.56% | −182−1.5% | Reduced |
| Perkins Capital Management Inc | 12,225 | $1.33M | 1.14% | +400+3.4% | Added |
| Eudaimonia Advisors LLC | 12,228 | $1.33M | 0.86% | −996−7.5% | Reduced |
| Pinnacle Holdings, LLC | 12,229 | $1.33M | 0.55% | +84+0.7% | Added |
| Raleigh Capital Management Inc. | 12,238 | $1.33M | 0.62% | −60.0% | Reduced |
| Archford Capital Strategies, LLC | 12,249 | $1.34M | 0.24% | +738+6.4% | Added |
| Norden Group LLC | 12,264 | $1.34M | 0.23% | −1,967−13.8% | Reduced |
| CoreFirst Bank & Trust | 12,264 | $1.34M | 0.89% | −265−2.1% | Reduced |
| Knuff & Co LLC | 12,270 | $1.34M | 0.49% | +200+1.7% | Added |
| Fairfield, Bush & Co. | 12,277 | $1.34M | 0.78% | −870−6.6% | Reduced |
| Wealth Management Associates, Inc. | 12,345 | $1.35M | 0.71% | −226−1.8% | Reduced |
| Edgestream Partners, L.P. | 12,351 | $1.35M | 0.10% | +3,574+40.7% | Added |
| Summit Wealth Partners, LLC | 12,356 | $1.35M | 0.31% | −302−2.4% | Reduced |
| Wolff Financial Management LLC | 12,381 | $1.35M | 0.42% | +10.0% | Added |
| Kiley Juergens Wealth Management, LLC | 12,391 | $1.35M | 0.45% | −17−0.1% | Reduced |
| Vista Investment Management | 12,395 | $1.35M | 0.63% | +1,233+11.0% | Added |
| Resource Consulting Group Inc | 12,438 | $1.36M | 0.23% | +54+0.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 12,450 | $1.36M | 1.33% | −4,266−25.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,468 | $1.36M | 0.26% | +20.0% | Added |
| Keudell/Morrison Wealth Management | 12,470 | $1.36M | 0.45% | +164+1.3% | Added |
| First National Corp | 12,537 | $1.37M | 0.34% | +550+4.6% | Added |
| PDS Planning, Inc | 12,544 | $1.37M | 0.16% | +651+5.5% | Added |
| Caption Management, LLC | 12,600 | $1.37M | 0.15% | +12,600 | New |
| Game Creek Capital, LP | 12,625 | $1.38M | 0.79% | +6,625+110.4% | Added |
| Roman Butler Fullerton & Co | 11,411 | $1.38M | 0.54% | −67−0.6% | Reduced |
| Delphi Management Inc | 12,681 | $1.38M | 1.27% | +12,681 | New |
| M. Kraus & Co | 12,717 | $1.39M | 0.45% | −710−5.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.39M | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,784 | $1.39M | 0.26% | −109−0.8% | Reduced |
| KLCM Advisors, Inc. | 12,788 | $1.39M | 0.22% | −40−0.3% | Reduced |
| Park Place Capital Corp | 12,794 | $1.39M | 0.56% | −1,100−7.9% | Reduced |
| Beacon Financial Advisory LLC | 12,836 | $1.40M | 0.67% | −522−3.9% | Reduced |
| Navalign, LLC | 12,846 | $1.40M | 0.49% | −236−1.8% | Reduced |
| Segment Wealth Management, LLC | 12,847 | $1.40M | 0.12% | +4,058+46.2% | Added |
| World Equity Group, Inc. | 12,847 | $1.40M | 0.28% | −417−3.1% | Reduced |
| Financial Sense Advisors, Inc. | 12,858 | $1.40M | 0.53% | −133−1.0% | Reduced |
| Winthrop Capital Management, LLC | 12,869 | $1.40M | 0.46% | +12,869 | New |
| Farmers National Bank | 12,918 | $1.41M | 0.45% | −114−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 12,928 | $1.41M | 0.16% | −24−0.2% | Reduced |
| Centaurus Financial, Inc. | 12,931 | $1.41M | 0.11% | −417−3.1% | Reduced |
| Visionary Wealth Advisors | 12,954 | $1.41M | 0.10% | +345+2.7% | Added |
| Buckingham Capital Management, Inc. | 12,955 | $1.41M | 0.19% | +1,020+8.5% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.42M | 0.55% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 13,002 | $1.42M | 0.76% | −34,212−72.5% | Reduced |
| Barry Investment Advisors, LLC | 12,911 | $1.42M | 0.48% | +124+1.0% | Added |
| IMS Capital Management | 13,004 | $1.42M | 0.70% | −123−0.9% | Reduced |
| BBR Partners, LLC | 13,023 | $1.42M | 0.15% | −470−3.5% | Reduced |
| Doheny Asset Management | 13,112 | $1.43M | 1.40% | 00.0% | Unchanged |
| Pingora Partners LLC | 13,120 | $1.43M | 1.27% | +13,120 | New |
| LVM Capital Management Ltd | 13,139 | $1.43M | 0.18% | +1,133+9.4% | Added |
| Cape Cod Five Cents Savings Bank | 13,143 | $1.43M | 0.15% | −13,285−50.3% | Reduced |
| Tyche Wealth Partners LLC | 13,168 | $1.44M | 0.35% | +13,168 | New |
| Gryphon Financial Partners LLC | 13,930 | $1.44M | 0.25% | +6,421+85.5% | Added |
| Adirondack Trust Co | 11,309 | $1.44M | 0.62% | −85−0.7% | Reduced |
| Trueblood Wealth Management, LLC | 13,191 | $1.44M | 0.90% | +13,191 | New |
| Regal Investment Advisors LLC | 13,224 | $1.44M | 0.11% | −132−1.0% | Reduced |
| Cornerstone Advisory, LLC | 13,236 | $1.44M | 0.23% | +1,933+17.1% | Added |
| AXS Investments LLC | 13,280 | $1.45M | 0.35% | +775+6.2% | Added |
| Saxon Interests, Inc. | 13,289 | $1.45M | 0.73% | +13,289 | New |
| Skopos Labs, Inc. | 13,293 | $1.45M | 0.69% | +13,293 | New |
| FCG Investment Co | 13,293 | $1.45M | 1.42% | +13,293 | New |
| 17 Capital Partners, LLC | 13,302 | $1.45M | 1.33% | +13,302 | New |
| Sentry Investment Management LLC | 13,306 | $1.45M | 0.62% | −1,429−9.7% | Reduced |
| Ashburton (Jersey) Ltd | 14,113 | $1.45M | 0.73% | +417+3.0% | Added |
| MB, Levis & Associates, LLC | 13,360 | $1.46M | 0.83% | +98+0.7% | Added |
| Spears Abacus Advisors LLC | 13,365 | $1.46M | 0.12% | +496+3.9% | Added |
| Eaton Financial Holdings Company, LLC | 13,372 | $1.46M | 0.35% | −5,991−30.9% | Reduced |
| Good Life Advisors, LLC | 13,426 | $1.46M | 0.14% | +1,993+17.4% | Added |
| Accurate Wealth Management, LLC | 12,386 | $1.47M | 0.46% | −1,886−13.2% | Reduced |
| Belpointe Asset Management LLC | 13,501 | $1.47M | 0.13% | −1,829−11.9% | Reduced |
| ProVise Management Group, LLC | 13,514 | $1.47M | 0.12% | +199+1.5% | Added |
| Lebenthal Global Advisors, LLC | 13,544 | $1.48M | 0.34% | −189−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 13,570 | $1.48M | 0.09% | +2,258+20.0% | Added |
| Rainsberger Wealth Advisors, Inc. | 13,592 | $1.48M | 0.81% | +156+1.2% | Added |
| Loudon Investment Management, LLC | 13,633 | $1.49M | 0.92% | −150−1.1% | Reduced |
| Auxano Advisors, LLC | 13,648 | $1.49M | 0.50% | −449−3.2% | Reduced |
| MTM Investment Management, LLC | 13,657 | $1.49M | 0.68% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 13,563 | $1.49M | 2.85% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13,678 | $1.49M | 0.13% | +356+2.7% | Added |
| Wolverine Trading, LLC | 13,690 | $1.49M | 0.01% | −45,676−76.9% | Reduced |
| Leo Wealth, LLC | 13,090 | $1.50M | 0.15% | +13,090 | New |