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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 39,261 | $4.28M | 0.61% | +212+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 39,278 | $4.28M | 1.12% | +66+0.2% | Added |
| Whitener Capital Management, Inc. | 39,640 | $4.32M | 1.56% | −825−2.0% | Reduced |
| Hengehold Capital Management LLC | 39,669 | $4.32M | 0.51% | −411−1.0% | Reduced |
| Principal Securities, Inc. | 39,758 | $4.33M | 0.16% | +39,758 | New |
| Global Retirement Partners, LLC | 36,651 | $4.34M | 0.18% | −129−0.4% | Reduced |
| Zurich Insurance Group Ltd | 39,896 | $4.35M | 0.04% | −668,163−94.4% | Reduced |
| Texas Yale Capital Corp. | 39,908 | $4.35M | 0.21% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 40,072 | $4.37M | 1.60% | −775−1.9% | Reduced |
| Bridgecreek Investment Management, LLC | 40,335 | $4.40M | 0.85% | −7,600−15.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 40,350 | $4.40M | 0.87% | −160−0.4% | Reduced |
| Meritage Portfolio Management | 40,534 | $4.42M | 0.29% | +299+0.7% | Added |
| Capital Planning Advisors, LLC | 40,552 | $4.42M | 0.84% | +589+1.5% | Added |
| Flagship Harbor Advisors, LLC | 40,598 | $4.43M | 0.32% | +177+0.4% | Added |
| Bank Ozk | 40,726 | $4.44M | 2.17% | −1,295−3.1% | Reduced |
| First Hawaiian Bank | 40,797 | $4.45M | 0.14% | +1,212+3.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 40,904 | $4.46M | 2.07% | +40,904 | New |
| Butensky & Cohen Financial Security, Inc | 40,915 | $4.46M | 1.48% | +764+1.9% | Added |
| Beddow Capital Management Inc | 40,919 | $4.46M | 2.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 40,931 | $4.46M | 1.06% | −897−2.1% | Reduced |
| Veriti Management LLC | 40,954 | $4.46M | 0.40% | +6,423+18.6% | Added |
| Brown Shipley& Co Ltd | 40,971 | $4.47M | 2.21% | +40,595+10,796.5% | Added |
| Bray Capital Advisors | 41,028 | $4.47M | 1.24% | +195+0.5% | Added |
| RBA Wealth Management, LLC | 41,100 | $4.48M | 1.96% | +349+0.9% | Added |
| Cypress Asset Management Inc | 41,286 | $4.50M | 1.35% | −298−0.7% | Reduced |
| TFC Financial Management | 41,325 | $4.51M | 0.91% | −171−0.4% | Reduced |
| TNF LLC | 37,236 | $4.52M | 1.79% | −4,850−11.5% | Reduced |
| QV Investors Inc. | 41,552 | $4.53M | 0.41% | −1,160−2.7% | Reduced |
| Spinnaker Trust | 41,587 | $4.53M | 0.31% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 41,746 | $4.55M | 0.47% | +41,746 | New |
| Dean Investment Associates, LLC | 41,886 | $4.57M | 0.65% | −574−1.4% | Reduced |
| Sandhill Capital Partners LLC | 41,899 | $4.57M | 0.38% | −4,796−10.3% | Reduced |
| Ascent Group, LLC | 36,448 | $4.57M | 0.43% | +415+1.2% | Added |
| Loomis Sayles & Co L P | 41,972 | $4.58M | 0.01% | +33,110+373.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 41,995 | $4.58M | 0.14% | −2,222−5.0% | Reduced |
| Proequities, Inc. | 41,721 | $4.58M | 0.33% | −428−1.0% | Reduced |
| Planning Capital Management Corp | 42,059 | $4.59M | 3.58% | +42,059 | New |
| V-Square Quantitative Management LLC | 42,131 | $4.59M | 1.09% | +16,298+63.1% | Added |
| Journey Advisory Group, LLC | 42,129 | $4.59M | 0.62% | −2,341−5.3% | Reduced |
| Berry Wealth Group, LP | 42,247 | $4.61M | 4.24% | +42,247 | New |
| GTS Securities LLC | 42,253 | $4.61M | 0.10% | +35,623+537.3% | Added |
| Walleye Trading LLC | 42,492 | $4.63M | 0.07% | −93,695−68.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 42,725 | $4.66M | 0.70% | −15,267−26.3% | Reduced |
| Consolidated Planning Corp | 42,846 | $4.67M | 0.87% | +1,296+3.1% | Added |
| Hilltop Holdings Inc. | 42,867 | $4.67M | 0.53% | +1,656+4.0% | Added |
| Harbor Capital Advisors, Inc. | 42,884 | $4.68M | 0.91% | +93+0.2% | Added |
| Ally Financial Inc. | 43,000 | $4.69M | 0.61% | +10,000+30.3% | Added |
| Manchester Capital Management LLC | 43,028 | $4.69M | 0.63% | −366−0.8% | Reduced |
| Wahed Invest LLC | 43,138 | $4.70M | 1.32% | +3,322+8.3% | Added |
| Westover Capital Advisors, LLC | 43,145 | $4.70M | 1.53% | +3,823+9.7% | Added |
| Lifeworks Advisors, LLC | 43,175 | $4.71M | 1.62% | +2,847+7.1% | Added |
| WealthTrust Axiom LLC | 43,287 | $4.72M | 1.58% | +592+1.4% | Added |
| Arvest Investments, Inc. | 43,308 | $4.72M | 0.77% | +43,308 | New |
| Power Corp of Canada | 43,394 | $4.73M | 0.49% | +39,322+965.7% | Added |
| Personal Cfo Solutions, LLC | 43,397 | $4.73M | 0.82% | −656−1.5% | Reduced |
| Stablepoint Partners, LLC | 43,412 | $4.73M | 1.21% | +43,412 | New |
| Cornerstone Wealth Group, LLC | 43,453 | $4.74M | 0.68% | +5,685+15.1% | Added |
| Arete Wealth Advisors, LLC | 43,519 | $4.74M | 0.36% | −652−1.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 43,685 | $4.76M | 0.30% | −569−1.3% | Reduced |
| Cozad Asset Management Inc | 43,698 | $4.76M | 0.55% | −1,866−4.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 43,734 | $4.77M | 2.21% | +4,167+10.5% | Added |
| Nations Financial Group Inc, | 43,736 | $4.77M | 0.44% | −3,074−6.6% | Reduced |
| Rench Wealth Management, Inc. | 43,774 | $4.77M | 2.01% | −1,829−4.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 43,856 | $4.78M | 0.47% | −13,963−24.1% | Reduced |
| Richard Bernstein Advisors LLC | 44,045 | $4.80M | 0.11% | +40+0.1% | Added |
| Ameritas Advisory Services, LLC | 41,612 | $4.81M | 0.26% | −18,447−30.7% | Reduced |
| Lake Street Advisors Group, LLC | 43,817 | $4.81M | 0.24% | −513−1.2% | Reduced |
| Studio Investment Management LLC | 44,130 | $4.81M | 1.23% | −3,163−6.7% | Reduced |
| Executive Wealth Management, LLC | 44,214 | $4.82M | 0.45% | +40,135+983.9% | Added |
| Scott & Selber, Inc. | 44,250 | $4.82M | 1.81% | −463−1.0% | Reduced |
| Finer Wealth Management, Inc. | 44,250 | $4.82M | 3.59% | −691−1.5% | Reduced |
| Birmingham Capital Management Co Inc | 44,413 | $4.84M | 1.91% | −2,175−4.7% | Reduced |
| Chatham Capital Group, Inc. | 44,476 | $4.85M | 0.98% | +135+0.3% | Added |
| Hudson Value Partners, LLC | 44,489 | $4.85M | 2.26% | +1,794+4.2% | Added |
| Clear Harbor Asset Management, LLC | 44,528 | $4.85M | 0.46% | −205−0.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,575 | $4.86M | 1.02% | +131+0.3% | Added |
| Roundview Capital LLC | 44,808 | $4.88M | 0.45% | +827+1.9% | Added |
| Greylin Investment Mangement Inc | 44,860 | $4.89M | 0.85% | −1,025−2.2% | Reduced |
| Advisory Research Inc | 45,108 | $4.92M | 0.76% | −32,009−41.5% | Reduced |
| Rowland & Co Investment Counsel | 45,323 | $4.94M | 1.13% | −545−1.2% | Reduced |
| Verition Fund Management LLC | 45,393 | $4.95M | 0.05% | −47,597−51.2% | Reduced |
| Perfromance Wealth Partners, LLC | 45,410 | $4.95M | 0.22% | −2,281−4.8% | Reduced |
| Chicago Trust Co NA | 45,470 | $4.96M | 1.10% | −1,725−3.7% | Reduced |
| Founders Capital Management | 45,492 | $4.96M | 3.60% | −256−0.6% | Reduced |
| Bailard, Inc. | 45,576 | $4.97M | 0.15% | −2,102−4.4% | Reduced |
| Rockline Wealth Management, LLC | 45,777 | $4.99M | 2.07% | +45,777 | New |
| Ancora Advisors, LLC | 45,787 | $4.99M | 0.12% | +1,537+3.5% | Added |
| Jackson Wealth Management, LLC | 45,873 | $5.00M | 0.66% | −326−0.7% | Reduced |
| Hennessy Advisors Inc | 45,900 | $5.00M | 0.25% | −2,600−5.4% | Reduced |
| Leavell Investment Management, Inc. | 45,735 | $5.02M | 0.32% | +2,749+6.4% | Added |
| Jarislowsky, Fraser Ltd | 46,247 | $5.04M | 0.03% | −413−0.9% | Reduced |
| Cypress Capital Group | 46,303 | $5.05M | 0.66% | −353−0.8% | Reduced |
| Avitas Wealth Management LLC | 46,392 | $5.06M | 0.85% | +1,477+3.3% | Added |
| Foster & Motley Inc | 46,432 | $5.06M | 0.38% | −1,000−2.1% | Reduced |
| Wellington Wealth Strategies, LLC. | 46,504 | $5.07M | 4.42% | +46,504 | New |
| Sandy Spring Bank | 46,560 | $5.08M | 0.25% | −1,075−2.3% | Reduced |
| Hilton Capital Management, LLC | 46,632 | $5.08M | 0.54% | −160.0% | Reduced |
| Pittenger & Anderson Inc | 46,757 | $5.10M | 0.23% | +132+0.3% | Added |
| Bridges Investment Management Inc | 46,763 | $5.10M | 0.17% | +1,698+3.8% | Added |
| Raab & Moskowitz Asset Management LLC | 46,796 | $5.10M | 1.61% | +171+0.4% | Added |