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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 54,848 | $5.98M | 0.12% | +90.0% | Added |
| Fragasso Group Inc. | 55,133 | $6.01M | 0.55% | +5,861+11.9% | Added |
| Montgomery Investment Management Inc | 55,432 | $6.04M | 1.86% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 55,640 | $6.07M | 0.75% | −7,166−11.4% | Reduced |
| Trexquant Investment LP | 55,741 | $6.08M | 0.14% | +55,741 | New |
| ZWJ Investment Counsel Inc | 55,871 | $6.09M | 0.31% | +220+0.4% | Added |
| Thematics Asset Management | 55,915 | $6.10M | 0.27% | −4,195−7.0% | Reduced |
| Agf Management Ltd | 56,131 | $6.12M | 0.04% | +3,119+5.9% | Added |
| Horizon Investments, LLC | 56,385 | $6.15M | 0.17% | −12,011−17.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 58,548 | $6.17M | 0.23% | +58,548 | New |
| Northeast Investment Management | 56,605 | $6.17M | 0.33% | −4,612−7.5% | Reduced |
| Ellsworth Advisors, LLC | 56,674 | $6.18M | 1.96% | +8,235+17.0% | Added |
| Equitable Trust Co | 56,788 | $6.19M | 0.47% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 56,797 | $6.19M | 1.68% | −288−0.5% | Reduced |
| Sentry LLC | 56,975 | $6.21M | 1.32% | −294−0.5% | Reduced |
| Spire Wealth Management | 52,765 | $6.27M | 0.22% | +2,491+5.0% | Added |
| SevenBridge Financial Group, LLC | 57,668 | $6.29M | 1.49% | +1,217+2.2% | Added |
| Searle & Co. | 57,874 | $6.31M | 1.73% | +21,184+57.7% | Added |
| Avantax Planning Partners, Inc. | 58,127 | $6.34M | 0.24% | −1,598−2.7% | Reduced |
| BKD Wealth Advisors, LLC | 58,135 | $6.34M | 0.18% | −2,775−4.6% | Reduced |
| Nomura Holdings Inc | 58,297 | $6.36M | 0.06% | +58,297 | New |
| Addenda Capital Inc. | 57,907 | $6.36M | 0.25% | −58−0.1% | Reduced |
| Azzad Asset Management Inc | 58,314 | $6.36M | 0.80% | +83+0.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 58,377 | $6.36M | 4.35% | −1,000−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 58,386 | $6.37M | 0.11% | −2,722−4.5% | Reduced |
| Royal Fund Management, LLC | 58,565 | $6.39M | 0.81% | +880+1.5% | Added |
| Alberta Investment Management Corp | 58,600 | $6.39M | 0.06% | −190,972−76.5% | Reduced |
| Bogart Wealth, LLC | 58,710 | $6.40M | 0.36% | −287−0.5% | Reduced |
| Commonwealth Retirement Investments LLC | 58,815 | $6.41M | 3.40% | −2,240−3.7% | Reduced |
| Cullinan Associates Inc | 58,979 | $6.43M | 0.36% | −6,284−9.6% | Reduced |
| North Star Investment Management Corp. | 59,213 | $6.46M | 0.50% | +41+0.1% | Added |
| Harrell Investment Partners, LLC | 59,771 | $6.52M | 2.03% | +1,151+2.0% | Added |
| Central Bank & Trust Co | 59,892 | $6.53M | 1.01% | −6,906−10.3% | Reduced |
| Cary Street Partners Asset Management LLC | 60,045 | $6.55M | 1.12% | −2,153−3.5% | Reduced |
| FDx Advisors, Inc. | 60,100 | $6.55M | 0.51% | −15,555−20.6% | Reduced |
| Brookstone Capital Management | 60,180 | $6.56M | 0.13% | +9,977+19.9% | Added |
| Hedeker Wealth, LLC | 60,229 | $6.57M | 2.07% | −168−0.3% | Reduced |
| Brick & Kyle, Associates | 60,249 | $6.57M | 3.27% | −623−1.0% | Reduced |
| Gibraltar Capital Management, Inc. | 60,413 | $6.59M | 2.81% | −1,449−2.3% | Reduced |
| Keebeck Wealth Management, LLC | 60,000 | $6.59M | 1.09% | −660−1.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 60,527 | $6.60M | 3.07% | −430−0.7% | Reduced |
| M. Kulyk & Associates, LLC | 60,848 | $6.63M | 1.55% | +3,720+6.5% | Added |
| Covenant Asset Management, LLC | 60,890 | $6.64M | 1.85% | −2,522−4.0% | Reduced |
| MainStreet Investment Advisors LLC | 61,110 | $6.66M | 0.75% | −1,538−2.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,267 | $6.68M | 1.00% | −122−0.2% | Reduced |
| Rothschild Capital Partners, LLC | 61,453 | $6.70M | 2.11% | −53−0.1% | Reduced |
| Boston Research & Management Inc | 61,525 | $6.71M | 1.78% | +1,415+2.4% | Added |
| Exchange Capital Management, Inc. | 61,640 | $6.72M | 1.21% | −151−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 61,754 | $6.73M | 0.39% | +2,216+3.7% | Added |
| Wafra Inc. | 61,829 | $6.74M | 0.40% | −13,599−18.0% | Reduced |
| Jacobi Capital Management LLC | 61,847 | $6.74M | 0.69% | +1,844+3.1% | Added |
| Mairs & Power Inc | 61,984 | $6.76M | 0.07% | +2,639+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 62,131 | $6.77M | 0.27% | +841+1.4% | Added |
| Capital Counsel LLC | 62,183 | $6.78M | 0.33% | 00.0% | Unchanged |
| Barbara Oil Co. | 62,295 | $6.79M | 3.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 62,376 | $6.80M | 0.36% | +2,270+3.8% | Added |
| Freemont Management S.A. | 62,400 | $6.80M | 0.86% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 62,510 | $6.81M | 2.82% | −9,225−12.9% | Reduced |
| Oliver Luxxe Assets LLC | 62,511 | $6.81M | 1.60% | +377+0.6% | Added |
| Equitable Holdings, Inc. | 62,547 | $6.82M | 0.08% | +6,373+11.3% | Added |
| Red Door Wealth Management, LLC | 62,667 | $6.83M | 1.48% | +2,441+4.1% | Added |
| Value Partners Investments Inc. | 62,811 | $6.83M | 0.55% | +11,586+22.6% | Added |
| SeaCrest Wealth Management, LLC | 58,476 | $6.85M | 0.85% | −5,081−8.0% | Reduced |
| Garland Capital Management Inc | 62,915 | $6.86M | 4.82% | −2,435−3.7% | Reduced |
| Asset Advisors Investment Management, LLC | 63,324 | $6.90M | 0.84% | −4,324−6.4% | Reduced |
| Capital Analysts, LLC | 63,397 | $6.91M | 0.35% | −890−1.4% | Reduced |
| Ballentine Partners, LLC | 63,441 | $6.92M | 0.14% | +9,690+18.0% | Added |
| Buckley Wealth Management, LLC | 63,923 | $6.97M | 2.42% | 00.0% | Unchanged |
| Independent Advisor Alliance | 64,272 | $7.01M | 0.25% | −11,695−15.4% | Reduced |
| Freestone Capital Holdings, LLC | 64,322 | $7.01M | 0.32% | +825+1.3% | Added |
| Heritage Trust Co | 64,478 | $7.03M | 0.99% | −2,208−3.3% | Reduced |
| We Are One Seven, LLC | 65,151 | $7.10M | 0.41% | +3,853+6.3% | Added |
| Ameritas Investment Partners, Inc. | 65,204 | $7.11M | 0.26% | −2,867−4.2% | Reduced |
| Shell Asset Management Co | 65,319 | $7.12M | 0.33% | −16,617−20.3% | Reduced |
| Cutler Capital Management, LLC | 65,478 | $7.14M | 2.96% | +287+0.4% | Added |
| FJ Investments, LLC | 65,602 | $7.15M | 0.34% | +65,602 | New |
| HealthInvest Partners AB | 65,675 | $7.16M | 5.60% | +65,675 | New |
| First American Bank | 65,854 | $7.18M | 0.60% | −1,314−2.0% | Reduced |
| Bank of Hawaii | 66,109 | $7.21M | 0.39% | −257−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 66,571 | $7.26M | 1.83% | −255−0.4% | Reduced |
| Trust Co of Virginia | 66,950 | $7.30M | 0.74% | −530−0.8% | Reduced |
| Martin Capital Partners, LLC | 67,052 | $7.31M | 2.98% | −735−1.1% | Reduced |
| Sowell Financial Services LLC | 66,707 | $7.32M | 0.40% | +1,540+2.4% | Added |
| Zuckerman Investment Group, LLC | 67,335 | $7.34M | 0.95% | +1,468+2.2% | Added |
| Ninety One UK Ltd | 67,565 | $7.37M | 0.02% | +67,565 | New |
| Alerus Financial NA | 67,760 | $7.39M | 0.60% | +1,078+1.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 68,070 | $7.42M | 4.99% | −1,390−2.0% | Reduced |
| Guyasuta Investment Advisors Inc | 68,075 | $7.42M | 0.54% | −1,105−1.6% | Reduced |
| Nixon Peabody Trust Co | 68,290 | $7.44M | 0.83% | +65,815+2,659.2% | Added |
| Northwest Bancshares, Inc. | 68,312 | $7.45M | 1.36% | +847+1.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 68,415 | $7.46M | 2.39% | −2,567−3.6% | Reduced |
| Hodges Capital Management Inc. | 68,668 | $7.49M | 0.40% | +27,453+66.6% | Added |
| Trust Co of Toledo NA | 68,799 | $7.50M | 1.29% | +4,969+7.8% | Added |
| Cardinal Capital Management | 68,903 | $7.56M | 1.43% | +155+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 69,394 | $7.57M | 0.48% | −4,284−5.8% | Reduced |
| Bonness Enterprises Inc | 69,500 | $7.58M | 3.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 69,763 | $7.61M | 0.15% | +822+1.2% | Added |
| Principle Wealth Partners LLC | 70,195 | $7.65M | 0.66% | −79−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 70,408 | $7.68M | 1.84% | +480+0.7% | Added |
| Scissortail Wealth Management, LLC | 63,294 | $7.68M | 2.43% | +29,304+86.2% | Added |