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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 28,198 | $3.07M | 0.99% | +30+0.1% | Added |
| AIMZ Investment Advisors, LLC | 28,292 | $3.08M | 1.25% | −168−0.6% | Reduced |
| Watchman Group, Inc. | 28,312 | $3.09M | 1.02% | +490+1.8% | Added |
| AdvisorNet Financial, Inc | 28,333 | $3.09M | 0.28% | −494−1.7% | Reduced |
| Duff & Phelps Investment Management Co | 28,346 | $3.09M | 0.04% | +300+1.1% | Added |
| Hartford Financial Management Inc. | 28,387 | $3.09M | 0.70% | +301+1.1% | Added |
| Arden Trust Co | 28,499 | $3.11M | 0.46% | −558−1.9% | Reduced |
| First PREMIER Bank | 28,520 | $3.11M | 0.87% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 27,465 | $3.11M | 2.17% | −1,302−4.5% | Reduced |
| Capital Investment Advisory Services, LLC | 28,545 | $3.11M | 0.29% | −528−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 27,501 | $3.11M | 0.62% | −650−2.3% | Reduced |
| Stone Point Wealth LLC | 28,582 | $3.12M | 1.20% | +115+0.4% | Added |
| Concord Wealth Partners | 28,590 | $3.12M | 0.62% | +4,432+18.3% | Added |
| Checchi Capital Advisers, LLC | 28,650 | $3.12M | 0.25% | −749−2.5% | Reduced |
| Shoker Investment Counsel, Inc. | 28,652 | $3.12M | 1.21% | +400+1.4% | Added |
| Berkeley, Inc | 28,671 | $3.13M | 1.97% | −347−1.2% | Reduced |
| Golden State Equity Partners | 28,831 | $3.14M | 0.76% | −68−0.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 28,861 | $3.15M | 1.07% | −775−2.6% | Reduced |
| Drexel Morgan & Co. | 28,879 | $3.15M | 0.73% | +2,281+8.6% | Added |
| Brown, Lisle/Cummings, Inc. | 28,888 | $3.15M | 1.17% | +8,974+45.1% | Added |
| Forum Financial Management, LP | 28,925 | $3.15M | 0.06% | −1,926−6.2% | Reduced |
| Harbor Advisory Corp | 28,957 | $3.16M | 1.13% | −2,522−8.0% | Reduced |
| Hall Laurie J Trustee | 29,000 | $3.16M | 1.21% | −675−2.3% | Reduced |
| West Michigan Advisors, LLC | 29,051 | $3.17M | 1.20% | +3,265+12.7% | Added |
| Cynosure Management, LLC | 29,087 | $3.17M | 0.57% | +18,645+178.6% | Added |
| Regent Peak Wealth Advisors LLC | 29,109 | $3.17M | 0.86% | +3,514+13.7% | Added |
| Trust Asset Management LLC | 29,128 | $3.18M | 0.31% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 29,161 | $3.18M | 1.20% | +29,161 | New |
| Duncker Streett & Co Inc | 29,166 | $3.18M | 0.67% | −613−2.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 29,165 | $3.18M | 0.82% | +5,704+24.3% | Added |
| Community Trust & Investment Co | 29,176 | $3.18M | 0.24% | −213−0.7% | Reduced |
| Clarius Group, LLC | 29,262 | $3.19M | 0.26% | +7,608+35.1% | Added |
| Harvey Investment Co LLC | 29,288 | $3.19M | 0.39% | 00.0% | Unchanged |
| Family Management Corp | 29,291 | $3.19M | 0.66% | +24,679+535.1% | Added |
| Western Wealth Management, LLC | 29,294 | $3.19M | 0.23% | +472+1.6% | Added |
| Ontario Teachers Pension Plan Board | 29,316 | $3.20M | 0.03% | +1,252+4.5% | Added |
| Point72 Middle East FZE | 29,323 | $3.20M | 0.22% | −223,351−88.4% | Reduced |
| Schmidt P J Investment Management Inc | 26,651 | $3.22M | 0.64% | +1,371+5.4% | Added |
| Morton Community Bank | 29,564 | $3.22M | 1.05% | +29,564 | New |
| Windward Capital Management Co | 29,629 | $3.23M | 0.28% | +110+0.4% | Added |
| First City Capital Management, Inc. | 29,764 | $3.24M | 1.88% | −941−3.1% | Reduced |
| Desjardins Global Asset Management Inc. | 29,786 | $3.25M | 0.35% | −5,649−15.9% | Reduced |
| Welch Group, LLC | 29,810 | $3.25M | 0.18% | −270−0.9% | Reduced |
| Nicollet Investment Management, Inc. | 29,924 | $3.26M | 1.33% | −959−3.1% | Reduced |
| Independent Financial Group, LLC | 30,008 | $3.27M | 0.17% | −1,642−5.2% | Reduced |
| Waldron Private Wealth LLC | 29,800 | $3.27M | 0.16% | −8,676−22.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 30,014 | $3.27M | 0.84% | +1,593+5.6% | Added |
| SFMG, LLC | 30,052 | $3.28M | 0.30% | +45+0.1% | Added |
| Eisler Capital (UK) Ltd. | 30,122 | $3.28M | 0.30% | +30,122 | New |
| Brevan Howard Capital Management LP | 30,149 | $3.29M | 0.33% | +30,149 | New |
| Benjamin Edwards Inc | 30,152 | $3.29M | 0.72% | −86−0.3% | Reduced |
| Money Concepts Capital Corp | 30,195 | $3.29M | 0.31% | −333−1.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 30,215 | $3.29M | 0.03% | −3,360−10.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,223 | $3.29M | 0.25% | −12,047−28.5% | Reduced |
| Silvant Capital Management LLC | 30,074 | $3.30M | 0.18% | −64−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 30,335 | $3.31M | 0.38% | +1,393+4.8% | Added |
| Addison Capital Co | 30,367 | $3.31M | 2.05% | +24,571+423.9% | Added |
| Wedmont Private Capital | 28,240 | $3.31M | 0.27% | +2,451+9.5% | Added |
| StoneX Group Inc. | 30,258 | $3.32M | 0.33% | +3,683+13.9% | Added |
| BFSG, LLC | 30,458 | $3.32M | 0.48% | −580−1.9% | Reduced |
| Aries Wealth Management | 30,471 | $3.32M | 1.18% | −1,076−3.4% | Reduced |
| Financial Partners Group, LLC | 30,538 | $3.33M | 1.51% | −1,242−3.9% | Reduced |
| Sumitomo Life Insurance Co | 30,576 | $3.33M | 0.10% | −1,588−4.9% | Reduced |
| Quantbot Technologies LP | 30,577 | $3.33M | 0.19% | +19,750+182.4% | Added |
| Callahan Advisors, LLC | 30,581 | $3.33M | 0.39% | +80.0% | Added |
| Gilliland Jeter Wealth Management LLC | 30,727 | $3.35M | 1.39% | +30,727 | New |
| Delta Financial Group, Inc. | 30,795 | $3.36M | 1.06% | −358−1.1% | Reduced |
| Inscription Capital, LLC | 30,839 | $3.36M | 0.92% | +1,922+6.6% | Added |
| Fairhaven Wealth Management, LLC | 30,885 | $3.37M | 1.23% | +545+1.8% | Added |
| American National Bank | 30,887 | $3.37M | 0.53% | +8,152+35.9% | Added |
| EagleClaw Capital Managment, LLC | 31,018 | $3.38M | 0.70% | −45−0.1% | Reduced |
| Broadwater Capital Management LLC | 31,032 | $3.38M | 2.65% | +31,032 | New |
| Financial Advisory Service, Inc. | 31,109 | $3.39M | 0.32% | +2,839+10.0% | Added |
| Wilkinson Global Asset Management LLC | 31,125 | $3.39M | 0.23% | −248−0.8% | Reduced |
| Brighton Jones LLC | 31,196 | $3.40M | 0.14% | +2,473+8.6% | Added |
| Red Cedar Investment Management, LLC | 31,230 | $3.40M | 0.49% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31,024 | $3.41M | 0.77% | −760−2.4% | Reduced |
| Blue Fin Capital, Inc. | 31,288 | $3.41M | 0.88% | −167−0.5% | Reduced |
| Romano Brothers and Company | 31,372 | $3.42M | 0.51% | −2,129−6.4% | Reduced |
| Abbot Financial Management, Inc. | 31,376 | $3.42M | 2.06% | +1,077+3.6% | Added |
| Atlantic Trust, LLC | 31,479 | $3.43M | 0.94% | −1,160−3.6% | Reduced |
| Madison Asset Management, LLC | 31,486 | $3.43M | 0.05% | −314−1.0% | Reduced |
| Strengthening Families & Communities, LLC | 31,503 | $3.43M | 2.38% | +1,717+5.8% | Added |
| Main Street Financial Solutions, LLC | 31,580 | $3.44M | 0.44% | −1,247−3.8% | Reduced |
| Adell Harriman & Carpenter Inc | 31,611 | $3.45M | 0.32% | +5,352+20.4% | Added |
| Essex Savings Bank | 31,629 | $3.45M | 1.00% | +2,132+7.2% | Added |
| Stokes Capital Advisors, LLC | 31,636 | $3.45M | 1.09% | +364+1.2% | Added |
| Sterling Investment Advisors, Ltd. | 31,652 | $3.45M | 1.07% | +110.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.46M | 0.89% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 31,725 | $3.46M | 0.86% | +715+2.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 31,740 | $3.46M | 0.19% | −4,060−11.3% | Reduced |
| Means Investment Co., Inc. | 31,764 | $3.46M | 0.50% | −252−0.8% | Reduced |
| Intrust Bank NA | 31,947 | $3.48M | 0.40% | −2,975−8.5% | Reduced |
| IHT Wealth Management, LLC | 31,954 | $3.48M | 0.16% | +836+2.7% | Added |
| GM Advisory Group, Inc. | 31,963 | $3.48M | 0.26% | +11,342+55.0% | Added |
| Moody National Bank Trust Division | 32,040 | $3.49M | 0.27% | −30,797−49.0% | Reduced |
| Quadcap Wealth Management, LLC | 32,080 | $3.50M | 0.90% | +32,080 | New |
| Secure Asset Management, LLC | 32,292 | $3.52M | 0.95% | −453−1.4% | Reduced |
| Richard P Slaughter Associates Inc | 32,313 | $3.52M | 0.88% | +18,781+138.8% | Added |
| Alpha Omega Wealth Management LLC | 32,432 | $3.54M | 0.59% | +100.0% | Added |