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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 15,960 | $1.74M | 0.55% | +845+5.6% | Added |
| Harfst & Associates, Inc. | 15,966 | $1.74M | 0.46% | −137−0.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,980 | $1.74M | 1.17% | +321+2.0% | Added |
| Edentree Asset Management Ltd | 16,000 | $1.74M | 0.54% | +500+3.2% | Added |
| Bridgewater Advisors Inc. | 16,017 | $1.75M | 0.26% | +556+3.6% | Added |
| Breakwater Capital Group | 14,635 | $1.75M | 0.49% | +350+2.5% | Added |
| Emfo, LLC | 16,034 | $1.75M | 1.63% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 16,087 | $1.75M | 1.09% | −95−0.6% | Reduced |
| St. Johns Investment Management Company, LLC | 16,096 | $1.75M | 0.90% | −38−0.2% | Reduced |
| Icon Advisers Inc | 16,100 | $1.76M | 0.40% | 00.0% | Unchanged |
| Exchange Bank | 16,105 | $1.76M | 1.52% | −671−4.0% | Reduced |
| McAdam, LLC | 16,148 | $1.76M | 0.13% | +767+5.0% | Added |
| Berkeley Capital Partners, LLC | 16,166 | $1.76M | 0.58% | −169−1.0% | Reduced |
| Alaethes Wealth LLC | 16,169 | $1.76M | 0.83% | +80.0% | Added |
| PBMares Wealth Management LLC | 16,193 | $1.77M | 0.53% | −727−4.3% | Reduced |
| Steel Peak Wealth Management LLC | 16,037 | $1.77M | 0.10% | −16,519−50.7% | Reduced |
| Home Federal Bank of Tennessee | 16,253 | $1.77M | 0.59% | −65−0.4% | Reduced |
| Slagle Financial, LLC | 32,352 | $1.77M | 1.02% | +16,324+101.8% | Added |
| Wealth Alliance | 16,269 | $1.77M | 0.25% | −267−1.6% | Reduced |
| Camarda Financial Advisors, LLC | 16,271 | $1.77M | 0.76% | −178−1.1% | Reduced |
| Camden Capital, LLC | 16,278 | $1.77M | 0.18% | +9,190+129.7% | Added |
| Northwest Capital Management Inc | 16,281 | $1.77M | 0.60% | +155+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 16,300 | $1.78M | 0.73% | −653−3.9% | Reduced |
| Sunflower Bank, N.A. | 16,307 | $1.78M | 0.40% | +862+5.6% | Added |
| High Net Worth Advisory Group LLC | 16,333 | $1.78M | 0.66% | −104−0.6% | Reduced |
| Notis-McConarty Edward | 16,350 | $1.78M | 0.71% | −1,550−8.7% | Reduced |
| Borer Denton & Associates, Inc. | 16,368 | $1.78M | 0.68% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 16,408 | $1.79M | 0.55% | −715−4.2% | Reduced |
| Ellevest, Inc. | 16,408 | $1.79M | 0.12% | +533+3.4% | Added |
| Meridian Financial, LLC | 16,422 | $1.79M | 1.41% | +275+1.7% | Added |
| Martin & Co Inc | 16,434 | $1.79M | 0.44% | −1,315−7.4% | Reduced |
| Wisconsin Capital Management LLC | 16,454 | $1.79M | 1.07% | −3,250−16.5% | Reduced |
| Chesapeake Wealth Management | 16,466 | $1.80M | 0.69% | −342−2.0% | Reduced |
| Investors Research Corp | 16,483 | $1.80M | 0.43% | 00.0% | Unchanged |
| Navellier & Associates Inc | 16,486 | $1.80M | 0.27% | +2,756+20.1% | Added |
| Columbia Trust Co 01012016 | 16,531 | $1.80M | 0.81% | +798+5.1% | Added |
| Pacitti Group Inc. | 16,472 | $1.80M | 1.12% | +510+3.2% | Added |
| NCM Capital Management, LLC | 16,555 | $1.80M | 1.09% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 16,556 | $1.80M | 1.32% | −3,749−18.5% | Reduced |
| City Holding Co | 16,561 | $1.81M | 0.29% | +703+4.4% | Added |
| Ascent Wealth Partners, LLC | 16,579 | $1.81M | 0.30% | +89+0.5% | Added |
| Acropolis Investment Management, LLC | 16,629 | $1.81M | 0.13% | −762−4.4% | Reduced |
| Mach-1 Financial Group, Inc. | 16,605 | $1.81M | 0.69% | +6,265+60.6% | Added |
| Paradigm Financial Partners, LLC | 16,607 | $1.81M | 0.44% | −1,169−6.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,666 | $1.82M | 0.23% | −25−0.1% | Reduced |
| Argent Advisors, Inc. | 16,688 | $1.82M | 0.80% | −169−1.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,721 | $1.82M | 0.11% | −187−1.1% | Reduced |
| L & S Advisors Inc | 16,766 | $1.83M | 0.22% | +13+0.1% | Added |
| McDonald Partners LLC | 16,784 | $1.83M | 0.54% | −212−1.2% | Reduced |
| IAM Advisory, LLC | 16,790 | $1.83M | 0.57% | +494+3.0% | Added |
| Global Trust Asset Management, LLC | 16,798 | $1.83M | 0.80% | +127+0.8% | Added |
| Richwood Investment Advisors, LLC | 16,816 | $1.83M | 1.72% | +190+1.1% | Added |
| Eagle Strategies LLC | 16,823 | $1.83M | 0.39% | −38−0.2% | Reduced |
| Weaver Capital Management LLC | 16,829 | $1.83M | 0.74% | +16,829 | New |
| Wealth Dimensions Group, Ltd. | 16,873 | $1.84M | 0.58% | −709−4.0% | Reduced |
| Prosperity Consulting Group, LLC | 16,877 | $1.84M | 0.62% | +4,143+32.5% | Added |
| Gold Investment Management Ltd. | 16,879 | $1.84M | 0.79% | +16,879 | New |
| Live Oak Investment Partners | – | $1.84M | 1.68% | – | – |
| DeDora Capital, Inc. | 16,931 | $1.85M | 0.65% | −498−2.9% | Reduced |
| Probity Advisors, Inc. | 16,972 | $1.85M | 0.40% | −180−1.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 16,983 | $1.85M | 0.88% | +3,818+29.0% | Added |
| Blodgett Wealth Advisors, LLC | 16,988 | $1.85M | 1.90% | −875−4.9% | Reduced |
| ACR Alpine Capital Research, LLC | 17,007 | $1.85M | 0.06% | +2,240+15.2% | Added |
| Riggs Asset Managment Co. Inc. | 17,053 | $1.86M | 0.59% | −240−1.4% | Reduced |
| Wealthsource Partners, LLC | 17,055 | $1.86M | 0.12% | −121−0.7% | Reduced |
| Founders Financial Alliance, LLC | 17,134 | $1.87M | 0.72% | −351−2.0% | Reduced |
| Princeton Capital Management LLC | 17,167 | $1.87M | 0.75% | −6,607−27.8% | Reduced |
| Princeton Global Asset Management LLC | 17,209 | $1.88M | 0.47% | −856−4.7% | Reduced |
| West Branch Capital LLC | 17,213 | $1.88M | 0.88% | +873+5.3% | Added |
| Significant Wealth Partners LLC | 17,221 | $1.88M | 1.37% | +17,221 | New |
| Naviter Wealth, LLC | 17,150 | $1.88M | 0.38% | +1,544+9.9% | Added |
| Moreno Evelyn V | 17,344 | $1.89M | 0.89% | −18,571−51.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17,410 | $1.89M | 0.04% | +10,658+157.8% | Added |
| Globeflex Capital L P | 17,390 | $1.90M | 0.19% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 17,424 | $1.90M | 1.26% | −436−2.4% | Reduced |
| HRT Financial LP | 17,434 | $1.90M | 0.01% | −58,867−77.2% | Reduced |
| Old Point Trust & Financial Services N A | 17,435 | $1.90M | 0.77% | −85−0.5% | Reduced |
| Wealthquest Corp | 17,459 | $1.90M | 0.21% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 17,366 | $1.90M | 0.35% | +549+3.3% | Added |
| Ronald Blue Trust, Inc. | 18,507 | $1.91M | 0.03% | −2,756−13.0% | Reduced |
| Jupiter Wealth Management LLC | 17,500 | $1.91M | 1.12% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 17,535 | $1.91M | 1.15% | +80+0.5% | Added |
| WCG Wealth Advisors LLC | 17,549 | $1.91M | 0.14% | −2,654−13.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 17,551 | $1.91M | 1.37% | −20−0.1% | Reduced |
| Beacon Financial Group | 17,586 | $1.92M | 0.23% | −571−3.1% | Reduced |
| Zhang Financial LLC | 17,592 | $1.92M | 0.16% | +282+1.6% | Added |
| Glassman Wealth Services | 17,610 | $1.92M | 0.27% | −497−2.7% | Reduced |
| Bernardo Wealth Planning LLC | 17,663 | $1.93M | 0.61% | +842+5.0% | Added |
| LM Advisors LLC | 17,671 | $1.93M | 0.39% | +17,671 | New |
| Guardian Investment Management | 17,700 | $1.93M | 1.64% | −300−1.7% | Reduced |
| Brasada Capital Management, LP | 17,730 | $1.93M | 0.38% | −1,004−5.4% | Reduced |
| Ramirez Asset Management, Inc. | 17,768 | $1.94M | 0.39% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 17,781 | $1.94M | 0.36% | −826−4.4% | Reduced |
| Field & Main Bank | 17,783 | $1.94M | 0.82% | −135−0.8% | Reduced |
| Magnolia Capital Advisors LLC | 15,955 | $1.94M | 1.42% | +857+5.7% | Added |
| GeoWealth Management, LLC | 17,811 | $1.94M | 0.16% | +15,616+711.4% | Added |
| Wolf Group Capital Advisors | 16,832 | $1.94M | 0.92% | +267+1.6% | Added |
| Diligent Investors, LLC | 17,829 | $1.94M | 0.53% | +53+0.3% | Added |
| Blue Edge Capital, LLC | 17,847 | $1.95M | 0.37% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 17,868 | $1.95M | 1.27% | +17,868 | New |