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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 90,170 | $9.83M | 0.38% | −1,348−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 90,277 | $9.84M | 0.69% | +149+0.2% | Added |
| Rothschild Investment LLC | 91,175 | $9.94M | 0.83% | +91,175 | New |
| Park National Corp | 91,177 | $9.94M | 0.41% | −4,294−4.5% | Reduced |
| Coldstream Capital Management Inc | 91,201 | $9.94M | 0.28% | +3,813+4.4% | Added |
| Privium Fund Management B.V. | 87,978 | $9.96M | 2.78% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 91,314 | $9.98M | 0.20% | +21,922+31.6% | Added |
| Kinneret Advisory, LLC | 90,925 | $9.98M | 1.11% | −579−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 91,655 | $9.99M | 0.41% | +4,909+5.7% | Added |
| Daymark Wealth Partners, LLC | 210,787 | $10.0M | 0.62% | +5,414+2.6% | Added |
| Narwhal Capital Management | 91,938 | $10.0M | 1.10% | +13,967+17.9% | Added |
| Marco Investment Management LLC | 92,237 | $10.1M | 1.03% | −659−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 91,685 | $10.1M | 0.78% | −11,051−10.8% | Reduced |
| Winslow Asset Management Inc | 92,906 | $10.1M | 2.06% | +784+0.9% | Added |
| Balentine LLC | 92,987 | $10.1M | 0.32% | −6,874−6.9% | Reduced |
| United Asset Strategies, Inc. | 93,500 | $10.2M | 1.15% | +6,045+6.9% | Added |
| Eldred Rock Partners, LLC | 93,547 | $10.2M | 6.50% | +93,547 | New |
| Lynch & Associates | 94,616 | $10.3M | 2.51% | −1,692−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 94,642 | $10.3M | 0.58% | +18,679+24.6% | Added |
| Burney Co | 95,185 | $10.4M | 0.44% | +6,164+6.9% | Added |
| Lincoln National Corp | 95,644 | $10.4M | 0.18% | +16,584+21.0% | Added |
| First Nebraska Trust Co | 96,162 | $10.5M | 1.21% | +2,055+2.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 96,386 | $10.5M | 0.95% | +140.0% | Added |
| Naples Global Advisors, LLC | 95,819 | $10.5M | 1.16% | −228−0.2% | Reduced |
| GAM Holding AG | 96,910 | $10.6M | 0.79% | −45,418−31.9% | Reduced |
| Country Club Bank | 97,463 | $10.6M | 0.80% | −2,828−2.8% | Reduced |
| TCG Advisory Services, LLC | 98,352 | $10.7M | 0.74% | +57,078+138.3% | Added |
| Camden National Bank | 98,394 | $10.7M | 2.00% | −942−0.9% | Reduced |
| Apollon Wealth Management, LLC | 98,415 | $10.7M | 0.37% | +22,991+30.5% | Added |
| Lee Danner & Bass Inc | 98,426 | $10.7M | 0.92% | +149+0.2% | Added |
| John G Ullman & Associates Inc | 98,799 | $10.8M | 1.71% | −1,070−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 99,051 | $10.8M | 0.38% | +5,982+6.4% | Added |
| Tompkins Financial Corp | 99,137 | $10.8M | 1.31% | +8,819+9.8% | Added |
| Johnson Investment Counsel Inc | 99,352 | $10.8M | 0.13% | +2,121+2.2% | Added |
| 1st Source Bank | 99,440 | $10.8M | 0.65% | +260.0% | Added |
| Ieq Capital, LLC | 99,654 | $10.9M | 0.18% | −11,284−10.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 99,717 | $10.9M | 2.28% | +86,247+640.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $11.0M | 1.62% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100,599 | $11.0M | 1.02% | +1,206+1.2% | Added |
| GLOBALT Investments LLC | 100,698 | $11.0M | 0.46% | +100,698 | New |
| Rodgers Brothers Inc. | 102,113 | $11.1M | 1.76% | +23,078+29.2% | Added |
| Noesis Capital Mangement Corp | 102,602 | $11.2M | 2.64% | −437−0.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 102,645 | $11.2M | 0.85% | −189−0.2% | Reduced |
| Norinchukin Bank, The | 102,895 | $11.2M | 0.26% | −11,476−10.0% | Reduced |
| Estabrook Capital Management | 103,123 | $11.2M | 1.84% | −519−0.5% | Reduced |
| Metropolitan Life Insurance Co | 103,146 | $11.2M | 0.53% | −1,842−1.8% | Reduced |
| Phoenix Holdings Ltd. | 94,246 | $11.3M | 0.19% | +20,812+28.3% | Added |
| Quadrature Capital Ltd | 103,674 | $11.3M | 0.20% | +103,674 | New |
| Assetmark, Inc | 103,835 | $11.3M | 0.04% | −4,208−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 103,970 | $11.3M | 0.03% | −3,740−3.5% | Reduced |
| Cutler Investment Counsel LLC | 103,492 | $11.4M | 1.62% | +3,181+3.2% | Added |
| Westpac Banking Corp | 104,258 | $11.4M | 0.94% | −19,270−15.6% | Reduced |
| Grassi Investment Management | 104,461 | $11.4M | 1.19% | −449−0.4% | Reduced |
| Appleton Partners Inc | 104,714 | $11.4M | 0.92% | +6,636+6.8% | Added |
| SP Asset Management LLC | 104,852 | $11.4M | 1.17% | +697+0.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 104,984 | $11.4M | 1.03% | −36,145−25.6% | Reduced |
| Slocum, Gordon & Co LLP | 105,598 | $11.5M | 10.10% | −390−0.4% | Reduced |
| Tritonpoint Wealth, LLC | 105,021 | $11.5M | 1.13% | +105,021 | New |
| Curi Capital | 106,253 | $11.6M | 1.60% | −615−0.6% | Reduced |
| Jacobs & Co | 106,323 | $11.6M | 1.31% | +5,071+5.0% | Added |
| Tufton Capital Management | 106,405 | $11.6M | 2.43% | −1,423−1.3% | Reduced |
| NBT Bank N A | 106,517 | $11.6M | 0.91% | +2,273+2.2% | Added |
| Bard Financial Services, Inc. | 106,528 | $11.6M | 1.30% | −950−0.9% | Reduced |
| Chilton Investment Co LLC | 107,114 | $11.7M | 0.34% | −17,121−13.8% | Reduced |
| Stock Yards Bank & Trust Co | 107,271 | $11.7M | 0.42% | −4,536−4.1% | Reduced |
| Quantinno Capital Management LP | 107,399 | $11.7M | 0.41% | +16,846+18.6% | Added |
| First National Bank of Omaha | 107,630 | $11.7M | 0.74% | −7,031−6.1% | Reduced |
| Liontrust Investment Partners LLP | 107,762 | $11.7M | 0.17% | −4,592−4.1% | Reduced |
| Alps Advisors Inc | 108,774 | $11.9M | 0.09% | −400−0.4% | Reduced |
| Core Alternative Capital | 110,453 | $12.0M | 2.06% | −25,866−19.0% | Reduced |
| Wallace Advisory Group, LLC | 116,978 | $12.0M | 9.43% | +120.0% | Added |
| Griffin Asset Management, Inc. | 110,890 | $12.1M | 1.53% | +1,792+1.6% | Added |
| Stockman Wealth Management, Inc. | 110,987 | $12.1M | 2.41% | +2,651+2.4% | Added |
| Evercore Wealth Management, LLC | 111,047 | $12.1M | 0.20% | +1,030+0.9% | Added |
| Formuepleje A/S | 111,117 | $12.1M | 0.86% | −12,223−9.9% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $12.2M | 2.77% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 112,499 | $12.3M | 0.18% | −159,867−58.7% | Reduced |
| LaFleur & Godfrey LLC | 113,267 | $12.3M | 1.84% | −562−0.5% | Reduced |
| Hoylecohen, LLC | 113,496 | $12.4M | 1.01% | +1,774+1.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 113,692 | $12.4M | 1.60% | −1,351−1.2% | Reduced |
| Community Bank, N.A. | 113,727 | $12.4M | 1.62% | −488−0.4% | Reduced |
| Investment Management Corp of Ontario | 114,515 | $12.5M | 0.30% | +59,234+107.2% | Added |
| Te Ahumairangi Investment Management Ltd | 114,756 | $12.5M | 2.37% | −19,291−14.4% | Reduced |
| SG Americas Securities, LLC | 114,783 | $12.5M | 0.14% | −85,919−42.8% | Reduced |
| Savant Capital, LLC | 115,649 | $12.6M | 0.16% | +3,641+3.3% | Added |
| Avantax Advisory Services, Inc. | 116,176 | $12.7M | 0.13% | +4,931+4.4% | Added |
| Toroso Investments, LLC | 116,428 | $12.7M | 0.30% | +13,640+13.3% | Added |
| Cheviot Value Management, LLC | 115,749 | $12.7M | 2.74% | −2,427−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 116,714 | $12.7M | 1.18% | +116,714 | New |
| Trust Co of Vermont | 117,531 | $12.8M | 0.85% | −11,726−9.1% | Reduced |
| Crestwood Advisors Group LLC | 118,015 | $12.9M | 0.30% | −2,903−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 118,121 | $12.9M | 0.58% | +4,439+3.9% | Added |
| HB Wealth Management, LLC | 118,357 | $12.9M | 0.19% | +10,443+9.7% | Added |
| Matthew Goff Investment Advisor, LLC | 118,959 | $13.0M | 2.88% | −987−0.8% | Reduced |
| Monarch Capital Management Inc | 118,693 | $13.0M | 3.94% | −455−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 119,379 | $13.0M | 0.18% | −116,174−49.3% | Reduced |
| Nemes Rush Group LLC | 119,694 | $13.0M | 2.11% | +2,644+2.3% | Added |
| Renaissance Technologies LLC | 119,824 | $13.1M | 0.02% | −247,819−67.4% | Reduced |
| Advisory Services Network, LLC | 119,864 | $13.1M | 0.32% | −10,725−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 119,979 | $13.1M | 0.71% | +2,435+2.1% | Added |