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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 120,320 | $13.1M | 0.18% | +1,896+1.6% | Added |
| Prospera Financial Services Inc | 120,958 | $13.2M | 0.44% | +9,359+8.4% | Added |
| Smithfield Trust Co | 122,385 | $13.3M | 0.75% | −470−0.4% | Reduced |
| Investment House LLC | 122,379 | $13.3M | 0.94% | +743+0.6% | Added |
| Auxier Asset Management | 122,795 | $13.4M | 2.17% | −1,336−1.1% | Reduced |
| ARS Investment Partners, LLC | 122,857 | $13.4M | 1.48% | +4,731+4.0% | Added |
| Clough Capital Partners L P | 122,953 | $13.4M | 1.48% | −10,697−8.0% | Reduced |
| Mengis Capital Management, Inc. | 123,051 | $13.4M | 2.51% | −747−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 122,407 | $13.4M | 1.28% | +2,544+2.1% | Added |
| Signature Estate & Investment Advisors LLC | 123,494 | $13.5M | 0.40% | +7,598+6.6% | Added |
| Sphera Funds Management Ltd. | 123,600 | $13.5M | 2.50% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 123,856 | $13.5M | 0.61% | −3,445−2.7% | Reduced |
| iA Global Asset Management Inc. | 123,857 | $13.5M | 0.31% | +21,790+21.3% | Added |
| Foundry Partners, LLC | 124,025 | $13.5M | 0.81% | −15,365−11.0% | Reduced |
| Wetherby Asset Management Inc | 124,350 | $13.6M | 0.71% | +933+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 124,514 | $13.6M | 0.16% | −3,574−2.8% | Reduced |
| Snowden Capital Advisors LLC | 124,684 | $13.6M | 0.52% | −4,120−3.2% | Reduced |
| American Assets Investment Management, LLC | 125,000 | $13.6M | 1.41% | 00.0% | Unchanged |
| M&R Capital Management Inc | 125,465 | $13.7M | 3.42% | −1,511−1.2% | Reduced |
| Marex Group plc | 125,492 | $13.7M | 0.54% | +122,609+4,252.8% | Added |
| Parsons Capital Management Inc | 126,811 | $13.8M | 0.99% | −1,233−1.0% | Reduced |
| Greenwood Gearhart Inc | 127,060 | $13.9M | 1.48% | −26,001−17.0% | Reduced |
| Boston Private Wealth LLC | 127,296 | $13.9M | 0.34% | −12,226−8.8% | Reduced |
| Woodstock Corp | 127,590 | $13.9M | 1.61% | −363−0.3% | Reduced |
| Old National Bancorp | 127,815 | $13.9M | 0.37% | −5,512−4.1% | Reduced |
| Park Avenue Securities LLC | 128,126 | $14.0M | 0.19% | −15,401−10.7% | Reduced |
| Edge Wealth Management LLC | 128,213 | $14.0M | 3.06% | −2,229−1.7% | Reduced |
| Omers Administration Corp | 128,248 | $14.0M | 0.18% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 128,309 | $14.0M | 1.40% | +4,464+3.6% | Added |
| Jacobs Levy Equity Management, Inc | 129,127 | $14.1M | 0.07% | +11,722+10.0% | Added |
| Patten & Patten Inc | 129,196 | $14.1M | 1.16% | −6,567−4.8% | Reduced |
| Fishman Jay A Ltd | 129,901 | $14.2M | 1.62% | +4,965+4.0% | Added |
| Connors Investor Services Inc | 129,901 | $14.2M | 1.59% | +6,374+5.2% | Added |
| Cornerstone Advisors, LLC | 130,600 | $14.2M | 0.63% | −17,200−11.6% | Reduced |
| Eagle Global Advisors LLC | 130,667 | $14.2M | 0.86% | −11,466−8.1% | Reduced |
| FineMark National Bank & Trust | 131,140 | $14.3M | 0.58% | −2,109−1.6% | Reduced |
| Edge Capital Group, LLC | 131,724 | $14.4M | 0.80% | +10,365+8.5% | Added |
| LMCG Investments, LLC | 131,774 | $14.4M | 0.89% | −1,584−1.2% | Reduced |
| Diversified Trust Co | 131,829 | $14.4M | 0.48% | +27,304+26.1% | Added |
| New Mexico Educational Retirement Board | 131,986 | $14.4M | 0.55% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132,258 | $14.4M | 0.53% | −1,386−1.0% | Reduced |
| Black Creek Investment Management Inc. | 132,300 | $14.4M | 0.47% | −80,000−37.7% | Reduced |
| Granite Bay Wealth Management, LLC | 139,041 | $14.4M | 0.13% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 132,934 | $14.5M | 4.79% | +79+0.1% | Added |
| Easterly Investment Partners LLC | 133,240 | $14.5M | 1.55% | −2,666−2.0% | Reduced |
| Calamos Wealth Management LLC | 134,092 | $14.6M | 0.92% | −1,139−0.8% | Reduced |
| Intact Investment Management Inc. | 134,100 | $14.6M | 0.59% | +5,400+4.2% | Added |
| Ar Asset Management Inc | 134,320 | $14.6M | 3.84% | −250−0.2% | Reduced |
| Beck Mack & Oliver LLC | 134,461 | $14.7M | 0.34% | −599−0.4% | Reduced |
| Shelton Capital Management | 135,730 | $14.8M | 0.47% | +30,038+28.4% | Added |
| CCM Investment Advisers LLC | 135,932 | $14.8M | 1.82% | +2,235+1.7% | Added |
| Cutter Capital Management, LP | 136,098 | $14.8M | 7.09% | +136,098 | New |
| Wesleyan Assurance Society | 136,371 | $14.9M | 1.47% | 00.0% | Unchanged |
| Charter Trust Co | 137,403 | $15.0M | 1.12% | +412+0.3% | Added |
| Middleton & Co Inc | 138,017 | $15.0M | 1.88% | +4,012+3.0% | Added |
| Lido Advisors, LLC | 137,824 | $15.1M | 0.15% | +3,533+2.6% | Added |
| Congress Asset Management Co | 138,991 | $15.2M | 0.12% | −5,235−3.6% | Reduced |
| Alley Investment Management Company, LLC | 139,940 | $15.3M | 2.23% | +7,434+5.6% | Added |
| Moore Capital Management, LP | 140,000 | $15.3M | 0.37% | +115,000+460.0% | Added |
| Columbia Asset Management | 140,020 | $15.3M | 3.12% | −1,281−0.9% | Reduced |
| Gratus Capital LLC | 140,955 | $15.4M | 0.87% | +40,073+39.7% | Added |
| Washington Trust Bank | 141,157 | $15.4M | 1.36% | −1,781−1.2% | Reduced |
| Abner Herrman & Brock LLC | 141,537 | $15.4M | 2.17% | −2,521−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 141,581 | $15.4M | 0.99% | −1,280−0.9% | Reduced |
| Motco | 141,816 | $15.5M | 0.99% | −7,250−4.9% | Reduced |
| Moors & Cabot, Inc. | 142,047 | $15.5M | 0.96% | −1,221−0.9% | Reduced |
| Blue Chip Partners, Inc. | 142,375 | $15.5M | 1.62% | +15,757+12.4% | Added |
| Bourgeon Capital Management LLC | 142,419 | $15.5M | 3.43% | −592−0.4% | Reduced |
| Massmutual Trust Co FSB | 143,095 | $15.6M | 0.52% | −81−0.1% | Reduced |
| Davy Global Fund Management Ltd | 144,028 | $15.7M | 1.85% | +58,170+67.8% | Added |
| ARS Wealth Advisors Group, LLC | 144,061 | $15.7M | 2.33% | +45,138+45.6% | Added |
| Gotham Asset Management, LLC | 144,208 | $15.7M | 0.29% | +53,836+59.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 144,324 | $15.7M | 2.10% | +7,230+5.3% | Added |
| AustralianSuper Pty Ltd | 145,092 | $15.8M | 0.09% | +145,092 | New |
| RMB Capital Management, LLC | 145,516 | $15.9M | 0.48% | +9,464+7.0% | Added |
| Metis Global Partners, LLC | 145,574 | $15.9M | 0.63% | +16,730+13.0% | Added |
| Central Trust Co | 145,756 | $15.9M | 0.42% | +1,333+0.9% | Added |
| Bragg Financial Advisors, Inc | 145,916 | $15.9M | 0.76% | −2,633−1.8% | Reduced |
| Empower Advisory Group, LLC | 146,380 | $16.0M | 0.06% | −5,476−3.6% | Reduced |
| Rhenman & Partners Asset Management AB | 147,500 | $16.1M | 1.61% | −42,500−22.4% | Reduced |
| National Asset Management, Inc. | 146,629 | $16.1M | 0.43% | −15,946−9.8% | Reduced |
| Ledyard National Bank | 147,695 | $16.1M | 1.66% | +614+0.4% | Added |
| Wescott Financial Advisory Group, LLC | 150,608 | $16.4M | 2.30% | −1,290−0.8% | Reduced |
| Credit Agricole S A | 151,396 | $16.5M | 0.34% | +83,611+123.3% | Added |
| Cohen Klingenstein LLC | 151,580 | $16.5M | 0.68% | −145−0.1% | Reduced |
| Cadinha & Co LLC | 152,284 | $16.6M | 2.65% | +243+0.2% | Added |
| Applied Finance Capital Management, LLC | 152,919 | $16.7M | 1.45% | +16,209+11.9% | Added |
| Bridgeway Capital Management, LLC | 152,993 | $16.7M | 0.36% | +34,562+29.2% | Added |
| Congress Wealth Management LLC | 153,003 | $16.7M | 0.31% | +15,340+11.1% | Added |
| Louisiana State Employees Retirement System | 153,200 | $16.7M | 0.35% | −4,000−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 153,655 | $16.8M | 0.21% | −463,994−75.1% | Reduced |
| MAI Capital Management | 154,905 | $16.9M | 0.22% | +536+0.3% | Added |
| Quest Investment Management LLC | 155,097 | $16.9M | 2.12% | +18,688+13.7% | Added |
| Beese Fulmer Investment Management, Inc. | 155,542 | $17.0M | 1.76% | +54,212+53.5% | Added |
| Ardevora Asset Management LLP | 157,288 | $17.1M | 1.53% | −119,118−43.1% | Reduced |
| Capital International Investors | 157,905 | $17.2M | 0.00% | +4,069+2.6% | Added |
| Prospector Partners LLC | 158,187 | $17.2M | 2.17% | +610+0.4% | Added |
| Woodmont Investment Counsel LLC | 158,631 | $17.3M | 1.62% | +1,969+1.3% | Added |
| Parthenon LLC | 158,883 | $17.3M | 2.39% | −1,596−1.0% | Reduced |
| Perigon Wealth Management, LLC | 159,990 | $17.4M | 0.57% | +44,738+38.8% | Added |