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 |
|---|---|---|---|---|---|
| Dominguez Wealth Management Solutions, Inc. | 23,646 | $2.58M | 2.14% | −881−3.6% | Reduced |
| Aviance Capital Partners, LLC | 23,652 | $2.58M | 0.55% | −1,944−7.6% | Reduced |
| Boyd Watterson Asset Management LLC | 23,654 | $2.58M | 1.02% | +1,045+4.6% | Added |
| Stableford Capital II LLC | 21,805 | $2.58M | 1.11% | −456−2.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,688 | $2.58M | 0.49% | +114+0.5% | Added |
| Strategic Financial Services, Inc, | 23,752 | $2.59M | 0.18% | −340−1.4% | Reduced |
| Kovack Advisors, Inc. | 23,833 | $2.60M | 0.31% | −243−1.0% | Reduced |
| Humankind Investments LLC | 23,931 | $2.61M | 0.77% | +1,476+6.6% | Added |
| Franklin Street Advisors Inc | 23,966 | $2.61M | 0.21% | 00.0% | Unchanged |
| Northstar Group, Inc. | 23,982 | $2.61M | 0.57% | −3,450−12.6% | Reduced |
| Ellis Investment Partners, LLC | 24,017 | $2.62M | 0.61% | −13−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 24,032 | $2.62M | 1.08% | −16−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 24,054 | $2.62M | 0.44% | −17,304−41.8% | Reduced |
| Larson Financial Group LLC | 24,169 | $2.63M | 0.23% | +621+2.6% | Added |
| Resources Management Corp | 24,185 | $2.64M | 0.39% | +4,744+24.4% | Added |
| Hudock, Inc. | 24,226 | $2.64M | 0.57% | +143+0.6% | Added |
| Orca Investment Management, LLC | 24,234 | $2.64M | 2.54% | −20−0.1% | Reduced |
| New Potomac Partners, LLC | 24,308 | $2.65M | 1.58% | +800+3.4% | Added |
| Angeles Wealth Management, LLC | 24,335 | $2.65M | 0.32% | +44+0.2% | Added |
| Brendel Financial Advisors LLC | 24,405 | $2.66M | 1.74% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 24,413 | $2.66M | 0.24% | −4,606−15.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 24,445 | $2.66M | 1.46% | −12,734−34.3% | Reduced |
| Morse Asset Management, Inc | 24,534 | $2.67M | 0.79% | −7,681−23.8% | Reduced |
| Insigneo Advisory Services, LLC | 24,376 | $2.68M | 0.38% | +4,074+20.1% | Added |
| Next Level Private LLC | 24,577 | $2.68M | 1.52% | −419−1.7% | Reduced |
| Centric Wealth Management | 21,309 | $2.69M | 0.89% | +1,313+6.6% | Added |
| Cypress Capital, LLC | 24,774 | $2.70M | 0.77% | +137+0.6% | Added |
| Stonegate Investment Group, LLC | 24,836 | $2.71M | 0.09% | +390+1.6% | Added |
| Capital Asset Advisory Services LLC | 24,857 | $2.71M | 0.17% | +390+1.6% | Added |
| Nordwand Advisors, LLC | 24,859 | $2.71M | 0.72% | 00.0% | Unchanged |
| Gould Capital, LLC | 24,868 | $2.71M | 1.98% | +262+1.1% | Added |
| Conscious Wealth Investments, LLC | 22,595 | $2.71M | 2.16% | +22,595 | New |
| Geneos Wealth Management Inc. | 24,974 | $2.72M | 0.13% | −1,750−6.5% | Reduced |
| NBC Securities, Inc. | 25,007 | $2.73M | 0.27% | −2,175−8.0% | Reduced |
| Curbstone Financial Management Corp | 25,022 | $2.73M | 0.62% | −14−0.1% | Reduced |
| United Community Bank | 25,030 | $2.73M | 1.16% | −623−2.4% | Reduced |
| Cubic Asset Management, LLC | 25,144 | $2.74M | 0.70% | +80+0.3% | Added |
| Patten Group, Inc. | 25,183 | $2.75M | 0.75% | −756−2.9% | Reduced |
| Centre Asset Management, LLC | 25,275 | $2.75M | 0.67% | −3,003−10.6% | Reduced |
| Chicago Partners Investment Group LLC | 23,226 | $2.76M | 0.13% | −1,203−4.9% | Reduced |
| Sculati Wealth Management, LLC | 25,329 | $2.76M | 1.29% | +759+3.1% | Added |
| Werlinich Asset Management, LLC | 25,590 | $2.76M | 2.09% | −429−1.6% | Reduced |
| Chelsea Counsel Co | 25,221 | $2.77M | 1.47% | −4,000−13.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 25,445 | $2.77M | 0.27% | +1,580+6.6% | Added |
| Headinvest, LLC | 25,507 | $2.78M | 0.58% | −551−2.1% | Reduced |
| Arkadios Wealth Advisors | 25,545 | $2.78M | 0.24% | −2,253−8.1% | Reduced |
| Hayek Kallen Investment Management | 25,704 | $2.80M | 1.17% | −118−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 25,760 | $2.81M | 0.50% | +907+3.6% | Added |
| Garrett Investment Advisors LLC | 25,769 | $2.81M | 0.39% | −1,321−4.9% | Reduced |
| Keystone Financial Group | 25,796 | $2.81M | 0.49% | −987−3.7% | Reduced |
| Financial Advocates Investment Management | 25,831 | $2.82M | 0.19% | +780+3.1% | Added |
| Key Financial Inc | 25,861 | $2.82M | 0.77% | +516+2.0% | Added |
| Pure Financial Advisors, Inc. | 25,901 | $2.82M | 0.10% | +2,556+10.9% | Added |
| AlphaCore Capital LLC | 25,734 | $2.83M | 0.41% | +222+0.9% | Added |
| Empire Financial Management Company, LLC | 26,055 | $2.84M | 1.11% | +82+0.3% | Added |
| Wellington Shields & Co., LLC | 26,166 | $2.85M | 1.05% | −450−1.7% | Reduced |
| Summit Trail Advisors, LLC | 26,039 | $2.86M | 0.09% | −1,353−4.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,221 | $2.86M | 1.18% | −370−1.4% | Reduced |
| Focus Financial Network Inc | 26,036 | $2.86M | 0.11% | +26,036 | New |
| Mather Group, LLC. | 26,348 | $2.87M | 0.05% | +327+1.3% | Added |
| IMA Wealth, Inc. | 26,364 | $2.87M | 1.44% | −2,569−8.9% | Reduced |
| High Note Wealth, LLC | 26,372 | $2.88M | 1.08% | +210+0.8% | Added |
| Riverview Trust Co | 26,430 | $2.88M | 2.93% | −195−0.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,442 | $2.88M | 0.07% | +888+3.5% | Added |
| Symmetry Partners, LLC | 26,508 | $2.88M | 0.16% | −42,084−61.4% | Reduced |
| Trust Co of the South | 26,503 | $2.89M | 0.76% | +26,503 | New |
| Long Run Wealth Advisors, LLC | 26,529 | $2.89M | 0.84% | +2,535+10.6% | Added |
| NTV Asset Management LLC | 26,534 | $2.89M | 0.49% | +80+0.3% | Added |
| LGT Fund Management Co Ltd. | 26,600 | $2.89M | 1.24% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 26,541 | $2.89M | 0.06% | −498−1.8% | Reduced |
| BigSur Wealth Management LLC | 26,398 | $2.90M | 1.38% | −1,000−3.6% | Reduced |
| Stolper Co | 26,635 | $2.90M | 1.17% | −504−1.9% | Reduced |
| Jmac Enterprises LLC | 26,638 | $2.90M | 0.63% | −290−1.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 26,645 | $2.90M | 0.98% | −518−1.9% | Reduced |
| Concord Asset Management, LLC | 26,659 | $2.91M | 0.85% | +7,892+42.1% | Added |
| Rehmann Capital Advisory Group | 26,794 | $2.92M | 0.24% | −59−0.2% | Reduced |
| Mission Wealth Management, LP | 26,857 | $2.93M | 0.10% | +373+1.4% | Added |
| Kavar Capital Partners Group, LLC | 26,862 | $2.93M | 0.33% | +12,173+82.9% | Added |
| Tevis Investment Management | 26,870 | $2.93M | 2.70% | +945+3.6% | Added |
| Telemus Capital, LLC | 26,876 | $2.93M | 0.24% | −1,139−4.1% | Reduced |
| Stonebridge Capital Management Inc | 27,022 | $2.95M | 1.44% | −250−0.9% | Reduced |
| Mechanics Bank Trust Department | 27,062 | $2.95M | 0.46% | +1,147+4.4% | Added |
| Cigna Investments Inc | 27,089 | $2.95M | 0.61% | −200−0.7% | Reduced |
| Atomi Financial Group, Inc. | 27,097 | $2.95M | 0.41% | +4,087+17.8% | Added |
| Mayflower Financial Advisors, LLC | 27,139 | $2.96M | 0.41% | −565−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 27,173 | $2.96M | 0.27% | −7,293−21.2% | Reduced |
| Legacy Capital Group California, Inc. | 27,183 | $2.96M | 1.15% | −32−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 27,187 | $2.96M | 0.75% | +2,180+8.7% | Added |
| Lake Street Financial LLC | 27,194 | $2.96M | 0.47% | −7,477−21.6% | Reduced |
| Palisade Asset Management, LLC | 27,216 | $2.97M | 0.33% | +1,143+4.4% | Added |
| GAMMA Investing LLC | 24,631 | $2.97M | 0.81% | +24,631 | New |
| Csenge Advisory Group | 27,315 | $2.98M | 0.19% | +607+2.3% | Added |
| Pinkerton Retirement Specialists, LLC | 27,328 | $2.98M | 0.57% | −1,538−5.3% | Reduced |
| Syon Capital LLC | 27,601 | $3.01M | 0.31% | +3,944+16.7% | Added |
| Legacy Private Trust Co. | 27,835 | $3.03M | 0.24% | −450−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,836 | $3.03M | 0.50% | −1,841−6.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,841 | $3.04M | 0.34% | −79−0.3% | Reduced |
| Little House Capital LLC | 27,943 | $3.05M | 1.11% | +28+0.1% | Added |
| Liberty One Investment Management, LLC | 28,033 | $3.06M | 0.38% | +1,611+6.1% | Added |
| Pensionfund Sabic | 28,100 | $3.06M | 0.96% | 00.0% | Unchanged |