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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 46,884 | $5.11M | 0.04% | +3,173+7.3% | Added |
| Hallmark Capital Management Inc | 46,929 | $5.12M | 0.40% | −848−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 46,937 | $5.12M | 0.20% | +505+1.1% | Added |
| Legacy CG, LLC | 47,072 | $5.13M | 1.95% | +7,044+17.6% | Added |
| Holderness Investments Co | 47,224 | $5.15M | 1.41% | +11,022+30.4% | Added |
| Patrick M Sweeney & Associates, Inc | 47,238 | $5.15M | 4.71% | +47,238 | New |
| Commerzbank Aktiengesellschaft | 47,267 | $5.15M | 0.20% | +13,441+39.7% | Added |
| Oak Grove Capital LLC | 47,353 | $5.16M | 1.65% | +27,193+134.9% | Added |
| Monte Financial Group, LLC | 47,401 | $5.17M | 2.41% | +4,373+10.2% | Added |
| Plimoth Trust Co LLC | 47,443 | $5.17M | 1.49% | +1,060+2.3% | Added |
| Abbrea Capital, LLC | 47,151 | $5.18M | 0.74% | +260+0.6% | Added |
| Brooks, Moore & Associates, Inc. | 47,574 | $5.19M | 3.56% | −168−0.4% | Reduced |
| Legato Capital Management LLC | 47,574 | $5.19M | 0.68% | 00.0% | Unchanged |
| Philadelphia Trust Co | 47,593 | $5.19M | 0.49% | −25−0.1% | Reduced |
| Citizens National Bank Trust Department | 47,600 | $5.19M | 1.32% | +487+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 47,630 | $5.19M | 0.40% | +4,681+10.9% | Added |
| Letson Investment Management, Inc. | 47,880 | $5.22M | 2.43% | +47,880 | New |
| SS&H Financial Advisors, Inc. | 47,942 | $5.23M | 2.22% | +300+0.6% | Added |
| Baugh & Associates, LLC | 48,076 | $5.24M | 3.01% | −668−1.4% | Reduced |
| Hendley & Co Inc | 48,110 | $5.25M | 2.04% | −125−0.3% | Reduced |
| Albion Financial Group | 48,159 | $5.25M | 0.43% | +911+1.9% | Added |
| Financial Enhancement Group LLC | 44,470 | $5.25M | 0.93% | −13,290−23.0% | Reduced |
| Ashford Capital Management Inc | 48,265 | $5.26M | 0.70% | −9,100−15.9% | Reduced |
| Martin Investment Management, LLC | 48,270 | $5.26M | 1.57% | −486−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 48,464 | $5.28M | 0.27% | +1,459+3.1% | Added |
| Integrated Advisors Network LLC | 48,477 | $5.28M | 0.30% | +579+1.2% | Added |
| Ritholtz Wealth Management | 48,488 | $5.29M | 0.21% | −4,826−9.1% | Reduced |
| Excalibur Management Corp | 48,404 | $5.29M | 2.48% | −230.0% | Reduced |
| NEOS Investment Management LLC | 48,617 | $5.30M | 0.50% | +14,657+43.2% | Added |
| Tower Bridge Advisors | 48,656 | $5.30M | 0.46% | −697−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 48,737 | $5.31M | 1.45% | −3,428−6.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 48,787 | $5.32M | 2.19% | +125+0.3% | Added |
| CAPROCK Group, Inc. | 48,645 | $5.34M | 0.34% | +15,922+48.7% | Added |
| Meridian Wealth Advisors, LLC | 49,088 | $5.35M | 1.17% | +1,390+2.9% | Added |
| Shorepoint Capital Partners LLC | 49,202 | $5.36M | 1.44% | +53+0.1% | Added |
| HBK Sorce Advisory LLC | 49,257 | $5.37M | 0.21% | −2,938−5.6% | Reduced |
| Thomasville National Bank | 49,412 | $5.39M | 0.48% | −626−1.3% | Reduced |
| New Hampshire Trust | 49,425 | $5.39M | 1.30% | −73−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 49,429 | $5.39M | 0.61% | +28,263+133.5% | Added |
| Weiss Asset Management LP | 49,589 | $5.41M | 0.39% | +49,589 | New |
| First National Bank of Mount Dora, Trust Investment Services | 49,619 | $5.41M | 1.44% | −985−1.9% | Reduced |
| Berkshire Bank | 49,621 | $5.41M | 1.43% | −774−1.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 49,638 | $5.41M | 1.38% | +1,343+2.8% | Added |
| TCW Group Inc | 50,240 | $5.47M | 0.06% | +39,735+378.2% | Added |
| Silicon Valley Capital Partners | 50,250 | $5.48M | 0.92% | +4,400+9.6% | Added |
| LS Investment Advisors, LLC | 50,250 | $5.48M | 0.95% | +828+1.7% | Added |
| Private Trust Co NA | 50,299 | $5.48M | 0.64% | +160.0% | Added |
| China Universal Asset Management Co., Ltd. | 50,193 | $5.51M | 1.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 50,969 | $5.56M | 0.80% | +50,969 | New |
| Profund Advisors LLC | 51,211 | $5.58M | 0.24% | +2,126+4.3% | Added |
| Strategic Blueprint, LLC | 51,258 | $5.59M | 0.46% | +4,759+10.2% | Added |
| Wealthspire Advisors, LLC | 51,264 | $5.59M | 0.08% | −6,262−10.9% | Reduced |
| TrimTabs Asset Management, LLC | 51,286 | $5.59M | 1.62% | +32,490+172.9% | Added |
| Sound View Wealth Advisors Group, LLC | 51,289 | $5.59M | 0.62% | −170.0% | Reduced |
| New England Asset Management Inc | 51,450 | $5.61M | 0.90% | −5,925−10.3% | Reduced |
| BLB&B Advisors, LLC | 51,470 | $5.61M | 0.35% | −826−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 51,505 | $5.62M | 0.33% | +8,241+19.0% | Added |
| Howland Capital Management LLC | 51,196 | $5.62M | 0.30% | −505−1.0% | Reduced |
| Boston Family Office LLC | 51,565 | $5.62M | 0.42% | −1,558−2.9% | Reduced |
| SYSTM Wealth Solutions LLC | 51,427 | $5.63M | 0.78% | +669+1.3% | Added |
| Wendell David Associates Inc | 51,692 | $5.63M | 0.61% | +815+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 51,592 | $5.64M | 0.47% | +2,633+5.4% | Added |
| Inlet Private Wealth, LLC | 51,788 | $5.65M | 1.73% | −1,240−2.3% | Reduced |
| BancorpSouth Bank | 51,952 | $5.66M | 0.46% | −38−0.1% | Reduced |
| Mirabaud & Cie SA | 52,224 | $5.69M | 1.90% | +52,224 | New |
| Venture Visionary Partners LLC | 52,320 | $5.70M | 0.30% | −2,253−4.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 52,337 | $5.71M | 0.38% | −40−0.1% | Reduced |
| Dakota Wealth Management | 52,418 | $5.72M | 0.22% | −845−1.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,450 | $5.72M | 1.03% | +2,430+4.9% | Added |
| RSM US Wealth Management LLC | 52,105 | $5.72M | 0.15% | +10,304+24.7% | Added |
| Twin Capital Management Inc | 52,668 | $5.74M | 0.75% | +1,820+3.6% | Added |
| Berger Financial Group, Inc | 52,815 | $5.76M | 0.60% | −785−1.5% | Reduced |
| Signaturefd, LLC | 52,838 | $5.76M | 0.13% | +3,891+7.9% | Added |
| tru Independence LLC | 52,859 | $5.76M | 1.75% | +978+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 52,866 | $5.76M | 1.74% | +2,745+5.5% | Added |
| Two Sigma Securities, LLC | 52,919 | $5.77M | 0.26% | +50,219+1,860.0% | Added |
| Patton Albertson Miller Group, LLC | 53,032 | $5.78M | 0.96% | +7,758+17.1% | Added |
| PGGM Investments | 53,239 | $5.80M | 0.09% | −2,095−3.8% | Reduced |
| Tectonic Advisors LLC | 53,294 | $5.81M | 0.49% | +3,595+7.2% | Added |
| Sunbelt Securities, Inc. | 53,295 | $5.81M | 0.73% | +796+1.5% | Added |
| Point72 Hong Kong Ltd | 53,420 | $5.82M | 0.36% | +53,420 | New |
| Hanson & Doremus Investment Management | 53,431 | $5.83M | 1.10% | +1,927+3.7% | Added |
| Caldwell Trust Co | 53,516 | $5.83M | 0.74% | −1,009−1.9% | Reduced |
| Marietta Wealth Management, LLC | 53,599 | $5.84M | 1.04% | +850+1.6% | Added |
| DT Investment Partners, LLC | 48,046 | $5.85M | 0.63% | +158+0.3% | Added |
| FRG Family Wealth Advisors LLC | 53,636 | $5.85M | 1.19% | −1,171−2.1% | Reduced |
| Parallel Advisors, LLC | 53,639 | $5.85M | 0.17% | −530−1.0% | Reduced |
| Verdence Capital Advisors LLC | 53,716 | $5.86M | 0.57% | −220.0% | Reduced |
| GYL Financial Synergies, LLC | 53,890 | $5.88M | 0.49% | −1,332−2.4% | Reduced |
| ADAR1 Capital Management, LLC | 54,000 | $5.89M | 2.63% | +54,000 | New |
| Biltmore Family Office, LLC | 53,623 | $5.89M | 1.21% | +339+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 54,015 | $5.89M | 0.62% | −732−1.3% | Reduced |
| Asset Dedication, LLC | 53,938 | $5.89M | 0.48% | +459+0.9% | Added |
| Institutional & Family Asset Management, LLC | 54,041 | $5.89M | 0.97% | −326−0.6% | Reduced |
| 1832 Asset Management L.P. | 54,076 | $5.90M | 0.01% | −245,317−81.9% | Reduced |
| Modera Wealth Management, LLC | 54,371 | $5.93M | 0.10% | −780−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 46,980 | $5.94M | 0.16% | −21,775−31.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 54,553 | $5.95M | 0.70% | −284−0.5% | Reduced |
| Chesley Taft & Associates LLC | 54,587 | $5.95M | 0.33% | −972−1.7% | Reduced |
| Eagle Rock Investment Company, LLC | 54,672 | $5.96M | 1.22% | −1,984−3.5% | Reduced |