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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 70,858 | $7.72M | 0.43% | −1,101−1.5% | Reduced |
| NewEdge Wealth, LLC | 70,952 | $7.74M | 0.20% | +12,413+21.2% | Added |
| Sonen Capital LLC | 70,607 | $7.75M | 14.70% | +49+0.1% | Added |
| Private Capital Advisors, Inc. | 71,195 | $7.76M | 1.18% | −280−0.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,706 | $7.82M | 0.96% | +426+0.6% | Added |
| HighPoint Advisor Group LLC | 62,648 | $7.85M | 0.56% | +62,648 | New |
| Fiduciary Alliance LLC | 72,084 | $7.86M | 1.55% | +6,104+9.3% | Added |
| KCM Investment Advisors LLC | 72,304 | $7.88M | 0.31% | −1,847−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 72,321 | $7.88M | 0.23% | −1,264−1.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 72,380 | $7.89M | 1.79% | −316−0.4% | Reduced |
| Courier Capital LLC | 72,515 | $7.91M | 0.60% | −866−1.2% | Reduced |
| Advocate Group LLC | 72,560 | $7.91M | 1.70% | −3,686−4.8% | Reduced |
| Ostrum Asset Management | 72,856 | $7.94M | 0.69% | +28,629+64.7% | Added |
| Security National Bank | 73,080 | $7.97M | 1.80% | +309+0.4% | Added |
| Clearstead Advisors, LLC | 73,085 | $7.97M | 0.42% | +1,598+2.2% | Added |
| Ironwood Investment Counsel, LLC | 73,279 | $7.99M | 1.49% | −490−0.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 73,300 | $7.99M | 0.33% | +73,300 | New |
| Rossmore Private Capital | 73,467 | $8.01M | 1.13% | −152−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 73,623 | $8.03M | 1.45% | +430+0.6% | Added |
| Evergreen Capital Management LLC | 73,231 | $8.04M | 0.33% | +5,808+8.6% | Added |
| Buck Wealth Strategies, LLC | 74,102 | $8.08M | 2.99% | +17,676+31.3% | Added |
| Meiji Yasuda Life Insurance Co | 74,115 | $8.08M | 0.18% | +13,463+22.2% | Added |
| Contravisory Investment Management, Inc. | 74,277 | $8.10M | 1.98% | −657−0.9% | Reduced |
| XML Financial, LLC | 74,527 | $8.12M | 0.86% | +2,002+2.8% | Added |
| SlateStone Wealth, LLC | 74,558 | $8.13M | 1.05% | +4,228+6.0% | Added |
| Boit C F David | 71,283 | $8.18M | 4.63% | +4,958+7.5% | Added |
| CX Institutional | 75,169 | $8.19M | 0.44% | +12,641+20.2% | Added |
| Integrated Wealth Concepts LLC | 75,256 | $8.20M | 0.13% | −7,328−8.9% | Reduced |
| Northeast Financial Consultants Inc | 75,561 | $8.24M | 0.46% | +92+0.1% | Added |
| Wedbush Securities Inc | 75,811 | $8.27M | 0.37% | +1,863+2.5% | Added |
| Valeo Financial Advisors, LLC | 95,060 | $8.32M | 0.34% | −1,533−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 76,544 | $8.34M | 0.25% | +24,787+47.9% | Added |
| Boston Financial Mangement LLC | 76,725 | $8.36M | 0.28% | +2,836+3.8% | Added |
| Buffington Mohr McNeal | 76,746 | $8.37M | 1.68% | +328+0.4% | Added |
| Fulton Bank, N.A. | 77,389 | $8.44M | 0.38% | −988−1.3% | Reduced |
| Picton Mahoney Asset Management | 77,534 | $8.45M | 0.39% | −131−0.2% | Reduced |
| Anchor Investment Management, LLC | 77,683 | $8.47M | 0.97% | +453+0.6% | Added |
| Exchange Traded Concepts, LLC | 78,216 | $8.53M | 0.23% | −11,132−12.5% | Reduced |
| Level Four Advisory Services, LLC | 78,396 | $8.55M | 0.48% | −4,101−5.0% | Reduced |
| Miramar Capital, LLC | 78,859 | $8.60M | 2.24% | −2,869−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 73,400 | $8.60M | 0.32% | +24,823+51.1% | Added |
| Augustine Asset Management Inc | 79,032 | $8.62M | 3.81% | −2,987−3.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,117 | $8.63M | 0.94% | −682−0.9% | Reduced |
| Sky Investment Group LLC | 79,139 | $8.63M | 1.82% | −560−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 79,232 | $8.64M | 0.24% | +55,697+236.7% | Added |
| W Advisors, LLC | 79,259 | $8.64M | 6.40% | −160.0% | Reduced |
| Sectoral Asset Management Inc | 79,500 | $8.67M | 3.73% | +24,500+44.5% | Added |
| Choate Investment Advisors | 79,643 | $8.68M | 0.27% | +3,253+4.3% | Added |
| Meridian Wealth Management, LLC | 79,659 | $8.68M | 0.55% | +30,004+60.4% | Added |
| Northern Oak Wealth Management Inc | 79,706 | $8.69M | 1.04% | −1,519−1.9% | Reduced |
| One Capital Management, LLC | 79,808 | $8.70M | 0.34% | +868+1.1% | Added |
| Hi-Line Capital Management, LLC | 79,468 | $8.72M | 3.38% | −7,737−8.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 80,207 | $8.74M | 0.23% | +115+0.1% | Added |
| Acadian Asset Management LLC | 80,266 | $8.74M | 0.03% | −272,400−77.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.75M | 1.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 80,446 | $8.77M | 0.24% | −2,803−3.4% | Reduced |
| Bleakley Financial Group, LLC | 80,500 | $8.78M | 0.28% | +122+0.2% | Added |
| Viking Fund Management LLC | 81,000 | $8.83M | 1.72% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 81,301 | $8.86M | 0.72% | −6,607−7.5% | Reduced |
| Carret Asset Management, LLC | 82,128 | $8.95M | 1.14% | −727−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 82,490 | $8.99M | 0.10% | −9,725−10.5% | Reduced |
| Allied Investment Advisors, LLC | 82,493 | $8.99M | 2.45% | +240.0% | Added |
| Clifford Swan Investment Counsel LLC | 83,211 | $9.07M | 0.35% | +136+0.2% | Added |
| GFS Advisors, LLC | 83,430 | $9.10M | 1.33% | +368+0.4% | Added |
| Trust Co of Kansas | 83,742 | $9.13M | 5.05% | −1,333−1.6% | Reduced |
| Canandaigua National Bank & Trust Co | 83,791 | $9.13M | 1.41% | −2,497−2.9% | Reduced |
| CSM Advisors, LLC | 83,798 | $9.14M | 0.66% | +80,110+2,172.2% | Added |
| Empowered Funds, LLC | 83,859 | $9.14M | 0.23% | +15,569+22.8% | Added |
| Talbot Financial, LLC | 84,270 | $9.19M | 1.38% | +4,638+5.8% | Added |
| Live Oak Private Wealth LLC | 84,317 | $9.19M | 1.73% | −967−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,449 | $9.21M | 0.53% | −4,982−5.6% | Reduced |
| Primecap Management Co | 84,500 | $9.21M | 0.01% | −8,500−9.1% | Reduced |
| Banque Cantonale Vaudoise | 84,615 | $9.22M | 0.40% | −58,553−40.9% | Reduced |
| Violich Capital Management, Inc. | 84,917 | $9.26M | 1.50% | +800+1.0% | Added |
| Mutual Advisors, LLC | 85,289 | $9.30M | 0.32% | −505−0.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 85,295 | $9.30M | 3.72% | +50+0.1% | Added |
| Concurrent Investment Advisors, LLC | 85,390 | $9.31M | 0.44% | +85,390 | New |
| TD Private Client Wealth LLC | 85,492 | $9.32M | 0.34% | +504+0.6% | Added |
| FLC Capital Advisors | 85,571 | $9.33M | 2.51% | +2,697+3.3% | Added |
| Stamos Capital Partners, L.P. | 86,000 | $9.38M | 2.54% | −500−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 86,071 | $9.38M | 0.16% | −107−0.1% | Reduced |
| Bamco Inc | 87,400 | $9.53M | 0.03% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 87,626 | $9.55M | 0.06% | +806+0.9% | Added |
| Vinva Investment Management Ltd | 88,051 | $9.58M | 0.66% | +13,058+17.4% | Added |
| Mill Capital Management, LLC | 87,948 | $9.59M | 0.86% | 00.0% | Unchanged |
| Greenleaf Trust | 88,060 | $9.60M | 0.10% | +445+0.5% | Added |
| Everence Capital Management Inc | 88,091 | $9.60M | 0.69% | +20,700+30.7% | Added |
| Chemung Canal Trust Co | 88,213 | $9.62M | 1.99% | +7,034+8.7% | Added |
| Redwood Grove Capital, LLC | 88,700 | $9.67M | 3.57% | 00.0% | Unchanged |
| Round Hill Asset Management | 88,755 | $9.68M | 6.08% | −1,640−1.8% | Reduced |
| Empirical Finance, LLC | 88,862 | $9.69M | 0.68% | +588+0.7% | Added |
| StemPoint Capital LP | 89,016 | $9.70M | 2.61% | +89,016 | New |
| JB Capital LLC | 89,053 | $9.71M | 0.72% | +12,716+16.7% | Added |
| Cullen Investment Group, Ltd. | 89,545 | $9.76M | 1.71% | +89,545 | New |
| Adalta Capital Management LLC | 89,080 | $9.78M | 5.91% | −120−0.1% | Reduced |
| NewSquare Capital LLC | 90,944 | $9.78M | 0.93% | +2,490+2.8% | Added |
| Hamel Associates, Inc. | 89,744 | $9.78M | 3.45% | +2,033+2.3% | Added |
| Simmons Bank | 89,776 | $9.79M | 0.80% | −1,034−1.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 90,083 | $9.82M | 3.01% | −4,993−5.3% | Reduced |
| Fort Sheridan Advisors LLC | 90,124 | $9.83M | 1.96% | +2,265+2.6% | Added |