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
- 3,444
- +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
- 1,248 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 602 | $65.7K | 0.02% | +602 | New |
| Financial Synergies Wealth Advisors, Inc. | 598 | $66.3K | 0.01% | −392−39.6% | Reduced |
| Gleason Group, Inc. | 610 | $66.5K | 0.02% | +5+0.8% | Added |
| Northwest Bank & Trust Co | 610 | $66.5K | 0.06% | +610 | New |
| Frazier Financial Advisors, LLC | 612 | $66.7K | 0.06% | +612 | New |
| Horizon Bancorp Inc | 610 | $67.0K | 0.03% | −1,003−62.2% | Reduced |
| Wiser Advisor Group LLC | 615 | $67.0K | 0.11% | +615 | New |
| Lowe Wealth Advisors, LLC | 617 | $67.3K | 0.03% | −75−10.8% | Reduced |
| Halpern Financial, Inc. | 588 | $67.5K | 0.02% | +588 | New |
| Bellevue Asset Management, LLC | 621 | $67.7K | 0.06% | +2+0.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 600 | $72.4K | 0.04% | +600 | New |
| Advantage Trust Co | 700 | $76.3K | 0.06% | +700 | New |
| Criterion Capital Advisors, LLC | 713 | $77.7K | 0.06% | +713 | New |
| Aspect Partners, LLC | 714 | $77.8K | 0.05% | +714 | New |
| Bay Harbor Wealth Management, LLC | 731 | $80.2K | 0.03% | +9+1.2% | Added |
| Fortitude Family Office, LLC | 745 | $81.2K | 0.06% | +745 | New |
| Stuart Chaussee & Associates, Inc. | 770 | $83.9K | 0.02% | +200+35.1% | Added |
| Voisard Asset Management Group, Inc. | 793 | $86.5K | 0.05% | +793 | New |
| True Wealth Design, LLC | 801 | $87.3K | 0.02% | +317+65.5% | Added |
| Dogwood Wealth Management LLC | 801 | $87.5K | 0.07% | +801 | New |
| Guardian Wealth Management, Inc. | 818 | $89.2K | 0.08% | +818 | New |
| Tucker Asset Management LLC | 822 | $89.6K | 0.02% | −2−0.2% | Reduced |
| Operose Advisors LLC | 833 | $90.8K | 0.04% | −1,570−65.3% | Reduced |
| Country Trust Bank | 834 | $90.9K | 0.00% | −523−38.5% | Reduced |
| Creative Capital Management Investments LLC | 843 | $91.9K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 900 | $98.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 919 | $100.2K | 0.03% | −1−0.1% | Reduced |
| Disciplina Capital Management LLC | 976 | $106.4K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 983 | $107.0K | 0.11% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $109.0K | 0.05% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,004 | $109.5K | 0.02% | +1,004 | New |
| Sit Investment Associates Inc | 1,029 | $112.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,046 | $114.0K | 0.03% | −2,972−74.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,061 | $115.7K | 0.06% | +59+5.9% | Added |
| Laffer Tengler Investments | 1,089 | $118.7K | 0.03% | +89+8.9% | Added |
| Y.D. More Investments Ltd | 1,111 | $120.9K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,200 | $123.0K | 0.12% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,133 | $123.5K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,139 | $124.0K | 0.08% | −1,138−50.0% | Reduced |
| America First Investment Advisors, LLC | 1,149 | $125.3K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,150 | $125.4K | 0.06% | −49−4.1% | Reduced |
| Castleview Partners, LLC | 1,178 | $128.4K | 0.09% | +190+19.2% | Added |
| HBC Financial Services, PLLC | 1,194 | $130.0K | 0.09% | +9+0.8% | Added |
| SJS Investment Consulting Inc. | 1,199 | $130.7K | 0.03% | −238−16.6% | Reduced |
| Turim 21 Investimentos Ltda. | 1,200 | $130.8K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,204 | $131.3K | 0.09% | +3+0.2% | Added |
| Essex Investment Management Co LLC | 1,207 | $131.6K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,226 | $133.7K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,229 | $134.0K | 0.06% | +1,229 | New |
| Toth Financial Advisory Corp | 1,254 | $136.7K | 0.02% | −28−2.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,283 | $139.9K | 0.04% | +1+0.1% | Added |
| West Financial Advisors, LLC | 1,284 | $140.0K | 0.03% | −68−5.0% | Reduced |
| Tower View Investment Management & Research LLC | 1,310 | $143.0K | 0.09% | +3+0.2% | Added |
| Transcendent Capital Group LLC | 1,348 | $147.0K | 0.10% | +1,348 | New |
| American Capital Advisory, LLC | 1,353 | $147.5K | 0.11% | +1,353 | New |
| Livelsberger Financial Advisory | 1,356 | $147.9K | 0.13% | +1,356 | New |
| CGC Financial Services, LLC | 1,394 | $152.0K | 0.07% | −106−7.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,393 | $152.0K | 0.02% | −2,276−62.0% | Reduced |
| Mango Five Family, Inc. | 1,400 | $152.6K | 0.06% | +1,400 | New |
| Pacifica Partners Inc. | 1,450 | $154.0K | 0.08% | +600+70.6% | Added |
| AJOVista, LLC | 1,452 | $158.3K | 0.20% | +1,452 | New |
| Beaird Harris Wealth Management, LLC | 1,483 | $161.7K | 0.02% | +50+3.5% | Added |
| Creekmur Asset Management LLC | 1,492 | $162.6K | 0.05% | +1,492 | New |
| Rockbridge Investment Management, LCC | 1,492 | $162.7K | 0.02% | +1,492 | New |
| Kelly Financial Services LLC | 1,493 | $162.7K | 0.07% | +163+12.3% | Added |
| Signature Resources Capital Management, LLC | 1,521 | $165.8K | 0.15% | +1,521 | New |
| Nkcfo LLC | 1,545 | $168.0K | 0.09% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1,544 | $168.3K | 0.09% | +1,544 | New |
| Natixis Investment Managers International | 1,564 | $170.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,575 | $171.7K | 0.19% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,583 | $172.6K | 0.02% | −378−19.3% | Reduced |
| Financial Perspectives, Inc | 1,600 | $174.4K | 0.07% | +6+0.4% | Added |
| Cornerstone Planning Group LLC | 1,612 | $175.7K | 0.06% | −166−9.3% | Reduced |
| ZRC Wealth Management, LLC | 1,718 | $176.9K | 0.11% | +730+73.9% | Added |
| Western Pacific Wealth Management, LP | 1,637 | $178.5K | 0.13% | −56−3.3% | Reduced |
| Stephens Consulting, LLC | 1,656 | $180.5K | 0.06% | +240+16.9% | Added |
| Nalls Sherbakoff Group, LLC | 1,673 | $182.4K | 0.16% | −16−0.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,682 | $183.4K | 0.09% | −70−4.0% | Reduced |
| Main Street Group, LTD | 1,715 | $187.1K | 0.07% | +1,715 | New |
| Hills Bank & Trust Co | 1,722 | $187.7K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,723 | $187.8K | 0.16% | +1,723 | New |
| REAP Financial Group, LLC | 1,724 | $188.0K | 0.05% | +1,724 | New |
| Front Street Capital Management, Inc. | 1,749 | $191.0K | 0.04% | +400+29.7% | Added |
| Avion Wealth | 1,772 | $193.0K | 0.05% | +157+9.7% | Added |
| Mirova | 1,777 | $193.7K | 0.04% | −108−5.7% | Reduced |
| IAG Wealth Partners, LLC | 1,785 | $194.6K | 0.04% | +130+7.9% | Added |
| Birchbrook, Inc. | 1,786 | $194.7K | 0.13% | +1,786 | New |
| Heritage Wealth Management, Inc. | 1,790 | $195.1K | 0.21% | +1,790 | New |
| Hillsdale Investment Management Inc. | 1,807 | $197.0K | 0.02% | −700−27.9% | Reduced |
| Carolinas Wealth Consulting LLC | 17,206 | $200.4K | 0.04% | +15+0.1% | Added |
| Retirement Planning Group | 1,849 | $201.6K | 0.02% | +1,849 | New |
| Mustard Seed Financial, LLC | 1,855 | $202.3K | 0.23% | +1,855 | New |
| Sterling Investment Management, Inc. | 1,856 | $202.3K | 0.15% | +1,856 | New |
| Family Asset Management, LLC | 1,862 | $203.0K | 0.14% | −571−23.5% | Reduced |
| ASB Consultores, LLC | 1,865 | $203.3K | 0.07% | −1,618−46.5% | Reduced |
| First Long Island Investors, LLC | 1,865 | $203.3K | 0.02% | +1,865 | New |
| Seldon Capital LP | 1,873 | $204.2K | 0.16% | +1,873 | New |
| Secured Retirement Advisors, LLC | 1,880 | $205.0K | 0.20% | +1,880 | New |
| Denver Wealth Management, Inc. | 1,881 | $205.1K | 0.12% | +1,881 | New |
| Werba Rubin Papier Wealth Management | 1,868 | $205.1K | 0.07% | +1,868 | New |