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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 17,868 | $1.95M | 0.24% | +13+0.1% | Added |
| Insight Inv LLC | 17,909 | $1.95M | 1.91% | +275+1.6% | Added |
| Deseret Mutual Benefit Administrators | 17,921 | $1.95M | 1.13% | −11,591−39.3% | Reduced |
| Connecticut Wealth Management, LLC | 17,929 | $1.95M | 0.11% | +8,267+85.6% | Added |
| Catalyst Financial Partners LLC | 17,931 | $1.95M | 0.55% | −1,227−6.4% | Reduced |
| Vectors Research Management, LLC | 17,932 | $1.96M | 0.55% | −315−1.7% | Reduced |
| Sentinel Trust Co Lba | 18,045 | $1.97M | 0.26% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 18,050 | $1.97M | 1.54% | −400−2.2% | Reduced |
| Pacific Global Investment Management CO | 18,074 | $1.97M | 0.40% | +52+0.3% | Added |
| Wintrust Investments LLC | 18,141 | $1.98M | 0.19% | −348−1.9% | Reduced |
| Alpha DNA Investment Management LLC | 18,150 | $1.98M | 1.18% | +6,263+52.7% | Added |
| Altfest L J & Co Inc | 18,159 | $1.98M | 0.29% | −729−3.9% | Reduced |
| Harmony Asset Management LLC | 18,176 | $1.98M | 0.84% | +18,176 | New |
| WBH Advisory Inc | 18,233 | $1.99M | 0.22% | −501−2.7% | Reduced |
| Whalerock Point Partners, LLC | 18,235 | $1.99M | 0.62% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 18,319 | $2.00M | 1.36% | −4,397−19.4% | Reduced |
| Windsor Capital Management, LLC | 18,347 | $2.00M | 0.65% | −161−0.9% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.00M | 0.44% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 18,356 | $2.00M | 0.18% | −3,607−16.4% | Reduced |
| Peterson Wealth Services | 18,415 | $2.01M | 0.86% | +7,232+64.7% | Added |
| Aspiriant, LLC | 18,426 | $2.01M | 0.09% | +161+0.9% | Added |
| First Dallas Securities Inc. | 18,550 | $2.02M | 1.04% | +5,896+46.6% | Added |
| Parcion Private Wealth LLC | 18,561 | $2.02M | 0.19% | −123−0.7% | Reduced |
| Thompson Investment Management, Inc. | 18,563 | $2.02M | 0.33% | 00.0% | Unchanged |
| Kendall Capital Management | 18,625 | $2.03M | 0.79% | −405−2.1% | Reduced |
| Cordatus Wealth Management LLC | 18,675 | $2.04M | 1.69% | −331−1.7% | Reduced |
| Howe & Rusling Inc | 18,737 | $2.04M | 0.22% | +431+2.4% | Added |
| Quadrant Private Wealth Management, LLC | 18,689 | $2.05M | 0.57% | +1,643+9.6% | Added |
| Enterprise Financial Services Corp | 18,873 | $2.06M | 1.25% | −141−0.7% | Reduced |
| Legacy Advisors, LLC | 18,742 | $2.06M | 0.27% | −827−4.2% | Reduced |
| Geller Advisors LLC | 18,747 | $2.06M | 0.20% | −728−3.7% | Reduced |
| Apexium Financial, LP | 18,899 | $2.06M | 0.15% | +1,011+5.7% | Added |
| Parkside Financial Bank & Trust | 18,903 | $2.06M | 0.37% | +2,556+15.6% | Added |
| First Citizens Bank & Trust Co | 18,904 | $2.06M | 0.04% | −834−4.2% | Reduced |
| Fundamentun, LLC | 18,994 | $2.07M | 0.25% | +47+0.2% | Added |
| M Holdings Securities, Inc. | 19,065 | $2.08M | 0.23% | +3,322+21.1% | Added |
| Dudley Capital Management, LLC | 19,115 | $2.08M | 1.34% | −309−1.6% | Reduced |
| Sawyer & Company, Inc | 19,121 | $2.08M | 0.92% | −325−1.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,166 | $2.09M | 0.42% | +83+0.4% | Added |
| VisionPoint Advisory Group, LLC | 19,198 | $2.09M | 0.77% | +717+3.9% | Added |
| Synergy Financial Management, LLC | 19,207 | $2.09M | 0.38% | +4,555+31.1% | Added |
| Handelsinvest Investeringsforvaltning | 19,227 | $2.10M | 0.86% | +19,227 | New |
| Oakworth Capital, Inc. | 19,236 | $2.10M | 0.17% | +1,779+10.2% | Added |
| Transamerica Financial Advisors, Inc. | 19,261 | $2.10M | 0.29% | −5,751−23.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,827 | $2.10M | 0.51% | +9,995+113.2% | Added |
| CFM Wealth Partners LLC | 19,286 | $2.10M | 0.48% | −194−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 19,327 | $2.11M | 0.19% | −162−0.8% | Reduced |
| Smartleaf Asset Management LLC | 19,410 | $2.12M | 0.57% | +19,410 | New |
| Waycross Partners, LLC | 19,500 | $2.13M | 0.40% | +14,000+254.5% | Added |
| Wallace Capital Management Inc. | 19,521 | $2.13M | 0.32% | −264−1.3% | Reduced |
| Sutton Place Investors LLC | 19,528 | $2.13M | 1.54% | +19,528 | New |
| Kathmere Capital Management, LLC | 19,545 | $2.13M | 0.28% | +273+1.4% | Added |
| Global Financial Private Client, LLC | 19,558 | $2.13M | 1.00% | +1,907+10.8% | Added |
| Convergence Investment Partners, LLC | 19,562 | $2.13M | 1.11% | −560−2.8% | Reduced |
| Investors Asset Management of Georgia Inc | 19,560 | $2.13M | 1.08% | +1,067+5.8% | Added |
| Forte Capital LLC | 19,582 | $2.13M | 0.29% | −428−2.1% | Reduced |
| Transatlantique Private Wealth LLC | 19,740 | $2.14M | 1.00% | −131−0.7% | Reduced |
| Oak Associates, Ltd | 19,599 | $2.14M | 0.16% | +4,541+30.2% | Added |
| Colton Groome Financial Advisors, LLC | 19,599 | $2.14M | 0.93% | +4,989+34.1% | Added |
| Pathway Financial Advisers, LLC | 19,686 | $2.15M | 0.82% | +1,341+7.3% | Added |
| AlTi Global, Inc. | 18,257 | $2.15M | 0.07% | +18,257 | New |
| Montecito Bank & Trust | 19,703 | $2.15M | 0.46% | +597+3.1% | Added |
| Everpar Advisors LLC | 19,731 | $2.15M | 1.00% | +19,731 | New |
| Beaton Management Co. Inc. | 19,746 | $2.15M | 1.29% | +51+0.3% | Added |
| Prudent Man Advisors, LLC | 19,819 | $2.16M | 0.81% | +712+3.7% | Added |
| Ti-Trust, Inc | 19,826 | $2.16M | 1.91% | −151−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,423 | $2.16M | 0.30% | −2,220−10.8% | Reduced |
| Smith, Moore & Co. | 19,899 | $2.17M | 0.26% | −109−0.5% | Reduced |
| HCR Wealth Advisors | 19,981 | $2.18M | 0.34% | +243+1.2% | Added |
| Westwood Holdings Group Inc. | 20,034 | $2.18M | 0.02% | −116−0.6% | Reduced |
| Mystic Asset Management, Inc. | 20,046 | $2.19M | 1.05% | +1,250+6.7% | Added |
| Thrive Wealth Management, LLC | 20,107 | $2.19M | 0.49% | −166−0.8% | Reduced |
| Shufro Rose & Co LLC | 21,299 | $2.19M | 0.21% | −500−2.3% | Reduced |
| Bristlecone Advisors, LLC | 20,118 | $2.19M | 0.22% | −393−1.9% | Reduced |
| Insight Advisors, LLC | 20,124 | $2.19M | 0.46% | −46−0.2% | Reduced |
| Bowman & Co S.C. | 20,137 | $2.19M | 1.53% | +1,139+6.0% | Added |
| Eqis Capital Management, Inc. | 20,213 | $2.20M | 0.18% | −583−2.8% | Reduced |
| Graham Capital Management, L.P. | 20,218 | $2.20M | 0.07% | −48,437−70.6% | Reduced |
| Family Capital Trust Co | 20,232 | $2.21M | 0.70% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,264 | $2.21M | 0.17% | −25,974−56.2% | Reduced |
| Grace & White Inc | 20,267 | $2.21M | 0.39% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 20,296 | $2.21M | 0.49% | +128+0.6% | Added |
| West Paces Advisors Inc. | 20,311 | $2.21M | 0.62% | −92−0.5% | Reduced |
| Cito Capital Group, LLC | 20,256 | $2.22M | 0.95% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 20,388 | $2.22M | 0.59% | −500−2.4% | Reduced |
| Huber Capital Management LLC | 20,393 | $2.22M | 0.56% | −6,677−24.7% | Reduced |
| WESPAC Advisors, LLC | 20,404 | $2.22M | 1.54% | −647−3.1% | Reduced |
| LCNB Corp | 20,405 | $2.22M | 0.87% | −10.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 20,429 | $2.23M | 0.93% | +20,429 | New |
| Bey-Douglas LLC | 20,440 | $2.23M | 2.29% | +20,440 | New |
| Cox Capital Mgt LLC | 20,456 | $2.23M | 1.46% | −17,580−46.2% | Reduced |
| HAP Trading, LLC | 20,496 | $2.23M | 0.66% | +20,496 | New |
| Geneva Partners, LLC | 20,514 | $2.24M | 1.24% | −21,390−51.0% | Reduced |
| Nilsine Partners, LLC | 20,528 | $2.24M | 0.34% | −2,845−12.2% | Reduced |
| Aull & Monroe Investment Management Corp | 20,546 | $2.24M | 1.11% | −600−2.8% | Reduced |
| 1858 Wealth Management, LLC | 20,580 | $2.24M | 2.13% | +20,580 | New |
| Plancorp, LLC | 20,591 | $2.24M | 0.11% | +72+0.4% | Added |
| Silverlake Wealth Management LLC | 20,614 | $2.25M | 1.24% | −405−1.9% | Reduced |
| Leisure Capital Management | 20,628 | $2.25M | 1.22% | −3,004−12.7% | Reduced |
| Trust Point Inc. | 20,631 | $2.25M | 0.19% | +20,631 | New |