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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 20,645 | $2.25M | 0.24% | −1,336−6.1% | Reduced |
| LMG Wealth Partners, LLC | 20,654 | $2.25M | 0.63% | +888+4.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 20,663 | $2.25M | 1.62% | −1,325−6.0% | Reduced |
| Bridge Creek Capital Management LLC | 20,803 | $2.27M | 0.79% | −55−0.3% | Reduced |
| Counterweight Ventures, LLC | 20,808 | $2.27M | 2.06% | +20,808 | New |
| McKinley Carter Wealth Services, Inc. | 20,817 | $2.27M | 0.17% | −224−1.1% | Reduced |
| Wulff, Hansen & Co. | 20,853 | $2.27M | 2.52% | −330−1.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 20,865 | $2.27M | 0.20% | +2,109+11.2% | Added |
| IFG Advisory, LLC | 20,871 | $2.28M | 0.17% | −2,052−9.0% | Reduced |
| Great Diamond Partners, LLC | 20,891 | $2.28M | 0.56% | +323+1.6% | Added |
| West Oak Capital, LLC | 19,233 | $2.28M | 1.07% | −570−2.9% | Reduced |
| Johnson Financial Group, Inc. | 20,822 | $2.29M | 0.13% | −6,932−25.0% | Reduced |
| Cornerstone Wealth Management, LLC | 21,011 | $2.29M | 0.20% | +19+0.1% | Added |
| Engineers Gate Manager LP | 21,023 | $2.29M | 0.07% | −64,938−75.5% | Reduced |
| Davidson Capital Management Inc. | 21,076 | $2.30M | 0.83% | +6,582+45.4% | Added |
| Northern Financial Advisors Inc | 21,106 | $2.30M | 1.94% | +801+3.9% | Added |
| Harbour Investments, Inc. | 21,155 | $2.31M | 0.10% | +1,439+7.3% | Added |
| IVC Wealth Advisors LLC | 21,168 | $2.31M | 1.43% | +425+2.0% | Added |
| Fruth Investment Management | 21,178 | $2.31M | 0.65% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 21,206 | $2.31M | 0.85% | −39−0.2% | Reduced |
| CFS Investment Advisory Services, LLC | 21,242 | $2.32M | 0.42% | +253+1.2% | Added |
| Sage Mountain Advisors LLC | 21,245 | $2.32M | 0.27% | +528+2.5% | Added |
| Insight Wealth Strategies, LLC | 21,281 | $2.32M | 0.37% | +615+3.0% | Added |
| Jamison Private Wealth Management, Inc. | 21,307 | $2.32M | 0.43% | +612+3.0% | Added |
| Wynn Capital, LLC | 21,392 | $2.33M | 1.91% | +21,392 | New |
| Van Cleef Asset Management,Inc | 21,405 | $2.33M | 0.33% | −202−0.9% | Reduced |
| Somerville Kurt F | 21,426 | $2.34M | 0.44% | −25−0.1% | Reduced |
| RMR Wealth Builders | 21,456 | $2.34M | 0.33% | +1,095+5.4% | Added |
| Teza Capital Management LLC | 21,484 | $2.34M | 0.39% | +1,187+5.8% | Added |
| Peregrine Asset Advisers, Inc. | 21,499 | $2.34M | 1.14% | +7,014+48.4% | Added |
| RNC Capital Management LLC | 21,515 | $2.35M | 0.14% | −5,750−21.1% | Reduced |
| Chicago Capital, LLC | 21,522 | $2.35M | 0.08% | −360−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 21,538 | $2.35M | 0.45% | +665+3.2% | Added |
| Massachusetts Wealth Management | 21,574 | $2.35M | 1.90% | +42+0.2% | Added |
| Regents of the University of California | 21,600 | $2.35M | 0.30% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 21,644 | $2.36M | 0.69% | +21,644 | New |
| Baker Chad R | 21,700 | $2.37M | 0.53% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,762 | $2.37M | 1.26% | +43+0.2% | Added |
| Allen Wealth Management, LLC | 21,782 | $2.37M | 2.33% | +21,782 | New |
| International Assets Investment Management, LLC | 21,787 | $2.38M | 0.30% | −1,226−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 21,831 | $2.38M | 0.15% | −142−0.6% | Reduced |
| Grimes & Company, Inc. | 21,832 | $2.38M | 0.08% | −118−0.5% | Reduced |
| DFPG Investments, LLC | 20,757 | $2.38M | 0.19% | +569+2.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 21,815 | $2.39M | 0.04% | −15,880−42.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,020 | $2.40M | 0.08% | −258−1.2% | Reduced |
| Diamant Asset Management, Inc. | 22,065 | $2.41M | 1.78% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 22,093 | $2.41M | 1.20% | −92−0.4% | Reduced |
| Fiduciary Group LLC | 22,131 | $2.41M | 0.28% | −1,147−4.9% | Reduced |
| Alliance Wealth Advisors, LLC | 22,185 | $2.42M | 0.81% | +344+1.6% | Added |
| Simplify Asset Management Inc. | 22,189 | $2.42M | 0.38% | +3,402+18.1% | Added |
| First County Bank | 22,204 | $2.42M | 1.17% | −1,097−4.7% | Reduced |
| Bank Hapoalim BM | 22,224 | $2.42M | 0.33% | −425−1.9% | Reduced |
| Sheets Smith Wealth Management | 22,230 | $2.42M | 0.34% | −1,181−5.0% | Reduced |
| Webster Bank, N. A. | 22,240 | $2.42M | 0.30% | +557+2.6% | Added |
| Puzo Michael J | 22,250 | $2.43M | 0.77% | −85−0.4% | Reduced |
| Qtron Investments LLC | 22,280 | $2.43M | 0.40% | −2,968−11.8% | Reduced |
| Wills Financial Group, Inc. | 22,356 | $2.44M | 1.23% | +18,730+516.5% | Added |
| Bank of New Hampshire | 22,397 | $2.44M | 0.69% | −752−3.2% | Reduced |
| Baxter Bros Inc | 22,401 | $2.44M | 0.34% | +26+0.1% | Added |
| Atlas Private Wealth Advisors | 22,407 | $2.44M | 0.45% | −14,437−39.2% | Reduced |
| Advisors Management Group Inc | 22,449 | $2.45M | 0.66% | −97−0.4% | Reduced |
| Summit Financial, LLC | 22,382 | $2.46M | 0.16% | +2,898+14.9% | Added |
| MMBG Investment Advisors Co. | 22,563 | $2.46M | 0.29% | −480−2.1% | Reduced |
| apricus wealth, LLC | 22,633 | $2.47M | 1.88% | +1,659+7.9% | Added |
| Hall Capital Management Co Inc | 22,633 | $2.47M | 1.45% | +2,734+13.7% | Added |
| Kennedy Capital Management, Inc. | 22,637 | $2.47M | 0.05% | +10,064+80.0% | Added |
| Beaumont Financial Advisors, LLC | 22,640 | $2.47M | 0.23% | +207+0.9% | Added |
| Valmark Advisers, Inc. | 22,642 | $2.47M | 0.05% | +26+0.1% | Added |
| Malaga Cove Capital, LLC | 22,646 | $2.47M | 1.04% | −113−0.5% | Reduced |
| Northcape Wealth Management, LLC | 22,690 | $2.47M | 0.90% | +719+3.3% | Added |
| Optimas Capital Ltd | 22,700 | $2.47M | 2.33% | +429+1.9% | Added |
| Hikari Power Ltd | 22,710 | $2.48M | 0.24% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 22,736 | $2.48M | 0.23% | +2,193+10.7% | Added |
| Allred Capital Management, LLC | 22,778 | $2.48M | 1.08% | −110−0.5% | Reduced |
| Pitcairn Co | 22,806 | $2.49M | 0.18% | −202−0.9% | Reduced |
| Marion Wealth Management | 22,822 | $2.49M | 0.80% | +1,257+5.8% | Added |
| Valley National Advisers Inc | 22,847 | $2.49M | 0.40% | +191+0.8% | Added |
| CNB Bank | 22,879 | $2.49M | 1.34% | −692−2.9% | Reduced |
| Gifford Fong Associates | 22,900 | $2.50M | 0.53% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 22,914 | $2.50M | 0.66% | −222−1.0% | Reduced |
| PFG Investments, LLC | 22,938 | $2.50M | 0.46% | +7,890+52.4% | Added |
| Sippican Capital Advisors | 22,965 | $2.50M | 1.96% | +1,732+8.2% | Added |
| Leonteq Securities AG | 22,966 | $2.50M | 0.32% | −1,949−7.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,051 | $2.51M | 0.24% | +220+1.0% | Added |
| Lindbrook Capital, LLC | 23,067 | $2.51M | 0.25% | −1,228−5.1% | Reduced |
| Glynn Capital Management LLC | 23,068 | $2.51M | 0.47% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 22,913 | $2.52M | 0.41% | +1,987+9.5% | Added |
| Hamilton Wealth, LLC | 23,090 | $2.52M | 0.79% | +548+2.4% | Added |
| Green Square Capital Advisors LLC | 23,126 | $2.52M | 0.34% | −978−4.1% | Reduced |
| Advisor OS, LLC | 23,148 | $2.52M | 0.33% | +706+3.1% | Added |
| Peoples Financial Services Corp. | 23,188 | $2.53M | 1.10% | 00.0% | Unchanged |
| PFG Advisors | 23,243 | $2.53M | 0.20% | −58−0.2% | Reduced |
| 9258 Wealth Management, LLC | 23,281 | $2.54M | 0.45% | −276−1.2% | Reduced |
| Sweet Financial Partners, LLC | 23,292 | $2.54M | 0.60% | +2,837+13.9% | Added |
| SWS Partners | 23,323 | $2.54M | 0.83% | +929+4.1% | Added |
| Lynx Capital Group Ltd | 23,362 | $2.55M | 1.89% | +23,362 | New |
| Compass Ion Advisors, LLC | 23,488 | $2.56M | 0.40% | +1,696+7.8% | Added |
| SeaBridge Investment Advisors LLC | 23,502 | $2.56M | 0.75% | −157−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 23,601 | $2.57M | 0.84% | −47−0.2% | Reduced |
| Mirabaud Asset Management Ltd | 23,618 | $2.57M | 1.10% | +23,618 | New |