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 |
|---|---|---|---|---|---|
| ROI Financial Advisors, LLC | 13,720 | $1.50M | 1.24% | +13,720 | New |
| Gratus Wealth Advisors, LLC | 13,745 | $1.50M | 0.30% | +13,745 | New |
| Colonial Trust Co | 13,821 | $1.51M | 0.31% | +30+0.2% | Added |
| Redwood Investment Management, LLC | 13,841 | $1.51M | 0.14% | −5,362−27.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 13,842 | $1.51M | 1.41% | −10−0.1% | Reduced |
| Doliver Advisors, LP | 13,865 | $1.51M | 0.46% | −20−0.1% | Reduced |
| Fiduciary Family Office, LLC | 13,915 | $1.52M | 0.66% | +13,915 | New |
| Alan B. Lancz & Associates, Inc. | 13,934 | $1.52M | 1.60% | −200−1.4% | Reduced |
| Grove Bank & Trust | 13,992 | $1.53M | 0.28% | −826−5.6% | Reduced |
| Claro Advisors LLC | 14,002 | $1.53M | 0.33% | +540+4.0% | Added |
| InterOcean Capital Group, LLC | 14,011 | $1.53M | 0.04% | +1,059+8.2% | Added |
| JPL Wealth Management, LLC | 14,066 | $1.53M | 1.10% | +14,066 | New |
| Centennial Bank | 14,084 | $1.54M | 0.92% | +179+1.3% | Added |
| Resurgent Financial Advisors LLC | 14,083 | $1.54M | 0.94% | +325+2.4% | Added |
| Coastal Investment Advisors, Inc. | 14,083 | $1.54M | 0.35% | −167−1.2% | Reduced |
| Patriot Investment Management Inc. | 14,136 | $1.54M | 0.13% | −353−2.4% | Reduced |
| St. Louis Trust Co | 14,138 | $1.54M | 0.27% | +350+2.5% | Added |
| First National Advisers, LLC | 14,142 | $1.54M | 0.44% | +1,969+16.2% | Added |
| First Trust Investment Solutions L.P. | 14,186 | $1.55M | 0.32% | +14,186 | New |
| Bull Street Advisors, LLC | 14,190 | $1.55M | 0.78% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14,219 | $1.55M | 0.16% | +39+0.3% | Added |
| CRA Financial Services, LLC | 14,224 | $1.55M | 0.38% | −75−0.5% | Reduced |
| Lee Financial Co | 14,268 | $1.56M | 0.27% | +4,414+44.8% | Added |
| Premier Path Wealth Partners, LLC | 14,335 | $1.56M | 0.35% | +14,335 | New |
| Sargent Investment Group, LLC | 14,363 | $1.57M | 0.34% | +73+0.5% | Added |
| Lindenwold Advisors | 14,378 | $1.57M | 0.89% | −43−0.3% | Reduced |
| Janney Capital Management LLC | 14,381 | $1.57M | 0.11% | −132−0.9% | Reduced |
| Lantz Financial LLC | 14,446 | $1.57M | 0.57% | +2,375+19.7% | Added |
| BCS Wealth Management | 14,453 | $1.58M | 0.58% | +30+0.2% | Added |
| Platform Technology Partners | 12,581 | $1.58M | 0.61% | +120+1.0% | Added |
| E&G Advisors, LP | 14,473 | $1.58M | 0.56% | −900−5.9% | Reduced |
| Matrix Trust Co | 14,478 | $1.58M | 0.37% | −384−2.6% | Reduced |
| Morningstar Investment Services LLC | 14,510 | $1.58M | 0.01% | +8,467+140.1% | Added |
| Farther Finance Advisors, LLC | 14,507 | $1.58M | 0.11% | +5,110+54.4% | Added |
| Washington Capital Management Inc | 14,513 | $1.58M | 1.35% | −995−6.4% | Reduced |
| Prelude Capital Management, LLC | 14,550 | $1.59M | 0.14% | +14,550 | New |
| Heritage Wealth Management, LLC | 14,599 | $1.59M | 0.86% | +14,599 | New |
| David Loasby | 13,579 | $1.59M | 0.17% | −193−1.4% | Reduced |
| DMG Group, LLC | 14,611 | $1.59M | 1.51% | −806−5.2% | Reduced |
| Machina Capital S.A.S. | 14,615 | $1.59M | 1.03% | −2,191−13.0% | Reduced |
| Delta Asset Management LLC | 14,620 | $1.59M | 0.15% | −355−2.4% | Reduced |
| Register Financial Advisors LLC | 14,621 | $1.59M | 1.07% | +259+1.8% | Added |
| Stiles Financial Services Inc | 14,630 | $1.59M | 0.72% | +52+0.4% | Added |
| Cinctive Capital Management LP | 14,632 | $1.60M | 0.11% | +14,632 | New |
| Wimmer Associates 1, LLC | 14,677 | $1.60M | 0.90% | −385−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 14,705 | $1.60M | 0.26% | −257−1.7% | Reduced |
| Eley Financial Management, Inc | 14,718 | $1.60M | 0.75% | +227+1.6% | Added |
| Donoghue Forlines LLC | 14,746 | $1.61M | 0.50% | −939−6.0% | Reduced |
| Cape Ann Savings Bank | 13,355 | $1.61M | 1.07% | +756+6.0% | Added |
| Corton Capital Inc. | 14,809 | $1.61M | 0.51% | +14,809 | New |
| IFP Advisors, Inc | 14,832 | $1.62M | 0.08% | −4,788−24.4% | Reduced |
| First Foundation Advisors | 14,856 | $1.62M | 0.07% | −5,921−28.5% | Reduced |
| Wealth Architects, LLC | 14,870 | $1.62M | 0.23% | −298−2.0% | Reduced |
| BSW Wealth Partners | 14,947 | $1.63M | 0.32% | +281+1.9% | Added |
| Anson Funds Management LP | 15,000 | $1.64M | 0.34% | +15,000 | New |
| Crescent Grove Advisors, LLC | 14,904 | $1.64M | 0.18% | +20.0% | Added |
| SPC Financial, Inc. | 15,029 | $1.64M | 0.17% | +1,031+7.4% | Added |
| Center for Financial Planning, Inc. | 15,044 | $1.64M | 0.30% | +22+0.1% | Added |
| Wealth Effects LLC | 15,097 | $1.65M | 0.62% | −444−2.9% | Reduced |
| Portland Global Advisors LLC | 15,097 | $1.65M | 0.25% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,153 | $1.65M | 0.36% | −613−3.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,906 | $1.65M | 0.69% | +57+0.4% | Added |
| CWA Asset Management Group, LLC | 15,164 | $1.65M | 0.11% | +2,815+22.8% | Added |
| Shore Point Advisors, LLC | 15,167 | $1.65M | 1.02% | +76+0.5% | Added |
| Salvus Wealth Management, LLC | 15,207 | $1.66M | 1.18% | −50−0.3% | Reduced |
| First Financial Corp | 15,210 | $1.66M | 0.84% | −211−1.4% | Reduced |
| Strategic Advisors LLC | 15,243 | $1.66M | 0.31% | +84+0.6% | Added |
| Charles Schwab Trust Co | 15,262 | $1.66M | 0.16% | −220−1.4% | Reduced |
| New England Research & Management, Inc. | 15,324 | $1.67M | 0.89% | −600−3.8% | Reduced |
| Independence Bank of Kentucky | 15,333 | $1.67M | 0.59% | +2,530+19.8% | Added |
| Founders Financial Securities LLC | 15,352 | $1.67M | 0.19% | +140+0.9% | Added |
| Bigelow Investment Advisors, LLC | 15,401 | $1.68M | 0.91% | −300−1.9% | Reduced |
| Levy Wealth Management Group, LLC | 15,444 | $1.68M | 0.47% | −122−0.8% | Reduced |
| Mattern Wealth Management LLC | 15,470 | $1.69M | 0.43% | −633−3.9% | Reduced |
| Atlas Brown,Inc. | 15,500 | $1.69M | 0.70% | −62−0.4% | Reduced |
| Hudson Canyon Capital Management | 15,500 | $1.69M | 1.23% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 15,500 | $1.69M | 0.08% | +15,500 | New |
| Nwam LLC | 15,503 | $1.69M | 0.14% | −538−3.4% | Reduced |
| Soltis Investment Advisors LLC | 15,510 | $1.69M | 0.19% | −105−0.7% | Reduced |
| Redwood Wealth Management Group, LLC | 15,514 | $1.69M | 1.88% | −461−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,515 | $1.69M | 0.27% | −312−2.0% | Reduced |
| Zions Bancorporation, N.A. | 15,577 | $1.70M | 0.12% | +331+2.2% | Added |
| WMS Partners, LLC | 15,591 | $1.70M | 0.13% | −795−4.9% | Reduced |
| Keeler Thomas Management LLC | 15,610 | $1.70M | 0.67% | −1,100−6.6% | Reduced |
| Greenwood Capital Associates LLC | 15,644 | $1.71M | 0.22% | +1,823+13.2% | Added |
| Telos Capital Management, Inc. | 15,671 | $1.71M | 0.21% | +1,897+13.8% | Added |
| Hendershot Investments Inc. | 15,675 | $1.71M | 0.26% | −264−1.7% | Reduced |
| Triangle Securities Wealth Management | 15,696 | $1.71M | 0.53% | −258−1.6% | Reduced |
| Maple Capital Management, Inc. | 15,743 | $1.72M | 0.17% | +575+3.8% | Added |
| Private Management Group Inc | 15,744 | $1.72M | 0.07% | +187+1.2% | Added |
| Banco BTG Pactual S.A. | 15,802 | $1.72M | 0.39% | +11,537+270.5% | Added |
| Am Investment Strategies LLC | 15,772 | $1.72M | 0.49% | +615+4.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 15,781 | $1.72M | 1.60% | +15,781 | New |
| Psagot Value Holdings Ltd. / (Israel) | 15,850 | $1.72M | 0.78% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 15,815 | $1.72M | 0.55% | +20+0.1% | Added |
| Americana Partners, LLC | 15,946 | $1.73M | 0.16% | +752+4.9% | Added |
| Central Valley Advisors, LLC | 15,859 | $1.73M | 1.02% | +15,859 | New |
| MCF Advisors LLC | 15,796 | $1.73M | 0.14% | −168−1.1% | Reduced |
| Hoey Investments, Inc | 15,892 | $1.73M | 0.49% | −1,355−7.9% | Reduced |
| West Family Investments, Inc. | 15,938 | $1.74M | 0.59% | +117+0.7% | Added |