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 |
|---|---|---|---|---|---|
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,564 | $3.55M | 2.84% | +10.0% | Added |
| Allegheny Financial Group LTD | 32,576 | $3.55M | 1.14% | +774+2.4% | Added |
| Capital Group Private Client Services, Inc. | 32,659 | $3.56M | 0.04% | −10,020−23.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 32,676 | $3.56M | 0.45% | +2,300+7.6% | Added |
| Marathon Capital Management | 32,704 | $3.57M | 0.90% | −375−1.1% | Reduced |
| Quadrant Capital Group LLC | 32,926 | $3.59M | 0.31% | −427−1.3% | Reduced |
| McGinn Investment Management, Inc. | 32,940 | $3.59M | 2.61% | −873−2.6% | Reduced |
| Pettee Investors, Inc. | 32,958 | $3.59M | 1.59% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 33,040 | $3.60M | 0.13% | −21,889−39.8% | Reduced |
| Iowa State Bank | 33,096 | $3.61M | 0.87% | +980+3.1% | Added |
| Fidelis Capital Partners, LLC | 33,387 | $3.64M | 0.81% | +12,534+60.1% | Added |
| Arvest Trust Co N A | 33,615 | $3.66M | 0.22% | −2,587−7.1% | Reduced |
| Court Place Advisors, LLC | 33,631 | $3.67M | 1.21% | −298−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 33,663 | $3.67M | 0.42% | −1,515−4.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,691 | $3.67M | 0.80% | −197−0.6% | Reduced |
| Schnieders Capital Management LLC | 33,691 | $3.67M | 0.81% | −4,394−11.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 33,702 | $3.67M | 3.50% | −238−0.7% | Reduced |
| Girard Partners Ltd. | 33,971 | $3.70M | 0.38% | −829−2.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.71M | 1.29% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 34,035 | $3.71M | 0.38% | −783−2.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 34,148 | $3.72M | 2.48% | −91−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 34,167 | $3.72M | 1.73% | +1,223+3.7% | Added |
| Tealwood Asset Management Inc | 34,280 | $3.74M | 1.78% | −206−0.6% | Reduced |
| Nelson Capital Management, LLC | 34,283 | $3.74M | 0.84% | −825−2.3% | Reduced |
| 3Chopt Investment Partners, LLC | 34,071 | $3.74M | 1.38% | +586+1.8% | Added |
| Stonebrook Private Inc. | 34,373 | $3.75M | 1.25% | +34,373 | New |
| Keene & Associates, Inc. | 34,389 | $3.75M | 3.11% | −358−1.0% | Reduced |
| River Wealth Advisors LLC | 34,422 | $3.75M | 0.60% | +1,051+3.1% | Added |
| Cornercap Investment Counsel Inc | 34,459 | $3.76M | 0.61% | +428+1.3% | Added |
| South State Corp. | 34,482 | $3.76M | 0.32% | −1,304−3.6% | Reduced |
| Washington Trust Co | 34,495 | $3.76M | 0.15% | −810−2.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 34,536 | $3.77M | 0.13% | −7,548−17.9% | Reduced |
| Lodestone Wealth Management LLC | 34,537 | $3.77M | 2.19% | +47+0.1% | Added |
| Ziegler Capital Management, LLC | 34,587 | $3.77M | 0.17% | −2,742−7.3% | Reduced |
| St Germain D J Co Inc | 34,753 | $3.79M | 0.20% | −1,066−3.0% | Reduced |
| Signature Wealth Management Group | 34,828 | $3.80M | 1.76% | +34,828 | New |
| Pegasus Asset Management, Inc. | 34,856 | $3.80M | 1.63% | +150.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,880 | $3.80M | 0.75% | +1,959+6.0% | Added |
| Walter & Keenan Financial Consulting Co | 34,895 | $3.80M | 1.36% | +470+1.4% | Added |
| Charter Research & Investment Group, Inc. | 34,902 | $3.81M | 3.16% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 34,976 | $3.81M | 1.32% | 00.0% | Unchanged |
| Opus Investment Management Inc | 35,000 | $3.82M | 2.19% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 35,000 | $3.82M | 0.72% | +35,000 | New |
| McKinley Capital Management LLC /Delaware | 35,016 | $3.82M | 0.49% | −30,104−46.2% | Reduced |
| Hancock Whitney Corp | 35,047 | $3.82M | 0.14% | −1,643−4.5% | Reduced |
| Kensington Investment Counsel, LLC | 35,060 | $3.82M | 2.00% | +5,393+18.2% | Added |
| Altrius Capital Management Inc | 35,129 | $3.83M | 1.07% | +220+0.6% | Added |
| Asio Capital, LLC | 35,062 | $3.85M | 0.90% | +3,186+10.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 35,405 | $3.86M | 0.79% | −870−2.4% | Reduced |
| Marino, Stram & Associates LLC | 35,523 | $3.87M | 1.00% | −227−0.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 35,807 | $3.90M | 2.83% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 35,822 | $3.91M | 0.75% | +32,916+1,132.7% | Added |
| Procyon Private Wealth Partners, LLC | 35,911 | $3.92M | 0.33% | −498−1.4% | Reduced |
| Vise Technologies, Inc. | 36,005 | $3.93M | 0.84% | +22,884+174.4% | Added |
| Costello Asset Management, INC | 36,057 | $3.93M | 3.26% | +2,937+8.9% | Added |
| Capital International Inc | 36,084 | $3.93M | 0.06% | +11,354+45.9% | Added |
| Family Legacy, Inc. | 36,216 | $3.95M | 1.51% | +60.0% | Added |
| Graypoint LLC | 36,246 | $3.95M | 0.32% | +842+2.4% | Added |
| Naples Money Management LLC | 36,334 | $3.96M | 3.71% | +36,334 | New |
| Essex LLC | 36,370 | $3.97M | 0.99% | +3,454+10.5% | Added |
| Thoroughbred Financial Services, LLC | 36,412 | $3.97M | 0.32% | +3,125+9.4% | Added |
| Allen Investment Management LLC | 36,424 | $3.97M | 0.05% | +60.0% | Added |
| Penobscot Investment Management Company, Inc. | 36,576 | $3.99M | 0.47% | +648+1.8% | Added |
| Jackson Square Capital, LLC | 36,629 | $3.99M | 1.28% | +79+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 36,750 | $4.01M | 0.83% | +718+2.0% | Added |
| White Pine Capital LLC | 36,786 | $4.01M | 1.55% | −2,525−6.4% | Reduced |
| Essex Financial Services, Inc. | 36,817 | $4.01M | 0.41% | +218+0.6% | Added |
| GQG Partners LLC | 36,912 | $4.02M | 0.01% | −668−1.8% | Reduced |
| Oak Harvest Investment Services | 36,947 | $4.03M | 0.80% | +3,742+11.3% | Added |
| Fred Alger Management, LLC | 36,995 | $4.03M | 0.02% | +2,612+7.6% | Added |
| First National Bank & Trust Co of Newtown | 37,010 | $4.03M | 0.87% | −150−0.4% | Reduced |
| NorthRock Partners, LLC | 36,786 | $4.04M | 0.17% | +10,708+41.1% | Added |
| Sepio Capital, LP | 37,085 | $4.04M | 0.34% | −7,392−16.6% | Reduced |
| GSB Wealth Management, LLC | 37,240 | $4.06M | 1.25% | −264−0.7% | Reduced |
| Uncommon Cents Investing LLC | 37,263 | $4.06M | 1.34% | −625−1.6% | Reduced |
| Confluence Wealth Services, Inc. | 37,284 | $4.06M | 0.45% | +3,108+9.1% | Added |
| Robertson Stephens Wealth Management, LLC | 37,083 | $4.07M | 0.26% | +2,959+8.7% | Added |
| Keel Point, LLC | 37,379 | $4.08M | 0.49% | −361−1.0% | Reduced |
| Coastline Trust Co | 37,389 | $4.08M | 0.54% | −2,577−6.4% | Reduced |
| Merit Financial Group, LLC | 37,590 | $4.10M | 0.12% | −11,405−23.3% | Reduced |
| Beech Hill Advisors, Inc. | 37,617 | $4.10M | 1.98% | +1,041+2.8% | Added |
| Catalyst Capital Advisors LLC | 37,700 | $4.11M | 0.11% | −3,000−7.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 37,782 | $4.12M | 0.80% | +13,281+54.2% | Added |
| Herold Advisors, Inc. | 37,792 | $4.12M | 1.14% | +854+2.3% | Added |
| Leelyn Smith, LLC | 37,830 | $4.12M | 0.90% | +1,200+3.3% | Added |
| Wright Investors Service Inc | 37,902 | $4.13M | 1.16% | −6,064−13.8% | Reduced |
| Harbour Capital Advisors, LLC | 36,135 | $4.15M | 1.14% | +223+0.6% | Added |
| KMG Fiduciary Partners, LLC | 38,145 | $4.16M | 0.48% | −547−1.4% | Reduced |
| DF Dent & Co Inc | 38,147 | $4.16M | 0.06% | +3,610+10.5% | Added |
| Wexford Capital LP | 38,240 | $4.17M | 0.89% | +8,578+28.9% | Added |
| AMG National Trust Bank | 38,306 | $4.18M | 0.13% | +1,269+3.4% | Added |
| Transform Wealth, LLC | 38,114 | $4.18M | 0.41% | −1,327−3.4% | Reduced |
| Petredis Investment Advisors LLC | 38,594 | $4.21M | 0.55% | −1,190−3.0% | Reduced |
| Conning Inc. | 38,755 | $4.23M | 0.15% | +20+0.1% | Added |
| Cobblestone Capital Advisors LLC | 38,912 | $4.24M | 0.28% | +94+0.2% | Added |
| Chesapeake Asset Management LLC | 38,991 | $4.25M | 3.79% | +259+0.7% | Added |
| RFG Advisory, LLC | 39,008 | $4.25M | 0.17% | −1,467−3.6% | Reduced |
| Red Spruce Capital, LLC | 39,022 | $4.25M | 2.18% | +621+1.6% | Added |
| SageView Advisory Group, LLC | 35,032 | $4.26M | 0.18% | +16,983+94.1% | Added |
| Codex Capital, L.L.C. | 39,250 | $4.28M | 2.50% | +1,000+2.6% | Added |