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
- 3,444
- +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
- 1,248 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Fortress Wealth Management, Inc. | 1,882 | $205.2K | 0.11% | +1,882 | New |
| Camelot Portfolios, LLC | 1,884 | $205.4K | 0.12% | +1,884 | New |
| Campbell Wealth Management | 1,893 | $206.0K | 0.02% | −1,157−37.9% | Reduced |
| Landaas & Co | 1,890 | $206.0K | 0.08% | −595−23.9% | Reduced |
| Abound Wealth Management | 1,891 | $206.1K | 0.08% | −24−1.3% | Reduced |
| Cascade Investment Advisors, Inc. | 1,893 | $206.4K | 0.15% | +1,893 | New |
| Stone Run Capital, LLC | 1,893 | $206.4K | 0.09% | −255−11.9% | Reduced |
| Collaborative Wealth Managment Inc. | 1,899 | $207.1K | 0.11% | −410−17.8% | Reduced |
| Greater Midwest Financial Group, LLC | 1,900 | $207.1K | 0.14% | +1,900 | New |
| Paul Damon & Associates, Inc. | 1,901 | $207.2K | 0.15% | +1,901 | New |
| Security Financial Services, INC. | 1,903 | $207.5K | 0.05% | −60−3.1% | Reduced |
| Geometric Wealth Advisors | 1,903 | $207.5K | 0.06% | +1,903 | New |
| Ruggaard & Associates LLC | 1,907 | $207.9K | 0.11% | +1,907 | New |
| Midwest Financial Group LLC | 1,912 | $208.0K | 0.16% | +1,912 | New |
| Freedom Day Solutions, LLC | 1,910 | $208.1K | 0.08% | −43−2.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,910 | $208.2K | 0.30% | −1,576−45.2% | Reduced |
| Cahill Financial Advisors Inc | 1,915 | $208.8K | 0.03% | +1,915 | New |
| Spectrum Investment Advisors, Inc. | 1,920 | $209.3K | 0.17% | +1,920 | New |
| JBR Co Financial Management Inc | 1,925 | $209.9K | 0.20% | +1,925 | New |
| Financial Advisors, LLC | 1,931 | $210.5K | 0.05% | +1,931 | New |
| Aberdeen Wealth Management LLC | 1,932 | $210.6K | 0.15% | −2,263−53.9% | Reduced |
| Bennett Associates Wealth Management | 1,934 | $210.8K | 0.21% | +1,934 | New |
| Cherrydale Wealth Management, LLC | 1,936 | $211.0K | 0.11% | +1,936 | New |
| McMahon Financial Advisors, LLC | 1,939 | $211.4K | 0.06% | +1,939 | New |
| Davis Capital Management | 1,940 | $211.5K | 0.20% | +1,940 | New |
| Able Wealth Management LLC | 1,945 | $212.0K | 0.19% | +1,945 | New |
| Interchange Capital Partners, LLC | 1,946 | $212.2K | 0.16% | −738−27.5% | Reduced |
| Cranbrook Wealth Management, LLC | 1,951 | $212.7K | 0.06% | +100+5.4% | Added |
| American Financial Advisors, LLC | 1,953 | $212.9K | 0.03% | −39−2.0% | Reduced |
| CapitalatWork S.A. | – | $213.0K | 0.01% | – | New |
| PVG Asset Management Corp | 1,955 | $213.1K | 1.03% | +1,955 | New |
| Stony Point Wealth Management Inc. | 1,958 | $213.5K | 0.10% | −60−3.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,961 | $213.8K | 0.00% | +1,961 | New |
| Marshall Financial Group Inc | 1,965 | $214.2K | 0.08% | +1,965 | New |
| Pathway Financial Advisors LLC | 1,965 | $214.2K | 0.06% | +1,965 | New |
| SFG Wealth Management, LLC. | 1,970 | $214.8K | 0.14% | −4−0.2% | Reduced |
| Facet Wealth, Inc. | 1,694 | $214.9K | 0.01% | +1,694 | New |
| Strategic Financial Concepts, LLC | 1,972 | $215.0K | 0.13% | −603−23.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,970 | $215.0K | 0.17% | −1,289−39.6% | Reduced |
| Valicenti Advisory Services Inc | 1,975 | $215.0K | 0.07% | −20−1.0% | Reduced |
| Villere St Denis J & Co LLC | 1,974 | $215.2K | 0.02% | +1,974 | New |
| WestHill Financial Advisors, Inc. | 1,980 | $215.9K | 0.06% | −68−3.3% | Reduced |
| Vivid Wealth Management, LLC | 1,981 | $215.9K | 0.15% | +1,981 | New |
| Hudson Capital Management LLC | 1,988 | $216.7K | 0.08% | −5−0.3% | Reduced |
| Baron Financial Group, LLC | 1,993 | $217.3K | 0.14% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,994 | $217.4K | 0.23% | −128−6.0% | Reduced |
| Garrison Asset Management, LLC | 1,995 | $217.5K | 0.12% | +1+0.1% | Added |
| Well Done, LLC | 1,995 | $217.5K | 0.04% | +49+2.5% | Added |
| Conservest Capital Advisors, Inc. | 1,996 | $217.6K | 0.02% | +3+0.2% | Added |
| Echo45 Advisors LLC | 1,996 | $217.6K | 0.17% | +1,996 | New |
| FSA Advisors, Inc. | 1,997 | $217.7K | 0.27% | +1,997 | New |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $218.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $218.0K | 0.04% | −55−2.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,000 | $218.0K | 0.01% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $218.0K | 0.18% | 00.0% | Unchanged |
| Sandler Capital Management | 2,000 | $218.0K | 0.03% | +2,000 | New |
| Heritage Wealth Partners, LLC | 2,002 | $218.3K | 0.45% | +2,002 | New |
| Pacific Sage Partners, LLC | 2,004 | $218.5K | 0.06% | +2,004 | New |
| Oak Hill Wealth Advisors, LLC | 2,007 | $218.8K | 0.08% | −37−1.8% | Reduced |
| Orser Capital Management, LLC | 2,009 | $219.0K | 0.25% | −7,145−78.1% | Reduced |
| Tyler-Stone Wealth Management | 2,010 | $219.1K | 0.11% | +470+30.5% | Added |
| Knightsbridge Asset Management, LLC | 2,010 | $219.1K | 0.06% | +2,010 | New |
| TFB Advisors LLC | 2,011 | $219.2K | 0.11% | −2,414−54.6% | Reduced |
| Reuter James Wealth Management, LLC | 2,011 | $219.2K | 0.15% | −7−0.3% | Reduced |
| WCM Investment Management, LLC | 2,016 | $219.3K | 0.00% | +2,016 | New |
| MTM Financial Group, LLC | 2,013 | $219.5K | 0.16% | −958−32.2% | Reduced |
| Prosperitas Financial LLC | 2,019 | $220.1K | 0.16% | −410−16.9% | Reduced |
| Crane Advisory, LLC | 1,878 | $220.1K | 0.05% | +1,878 | New |
| Lewis Asset Management, LLC | 2,021 | $220.4K | 0.20% | +2,021 | New |
| Penn Davis McFarland Inc | 2,022 | $220.4K | 0.04% | +2,022 | New |
| TrueWealth Advisors, LLC | 2,022 | $220.5K | 0.09% | +38+1.9% | Added |
| Aua Capital Management, LLC | 2,030 | $221.3K | 0.14% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,032 | $221.5K | 0.11% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,036 | $221.9K | 0.05% | −938−31.5% | Reduced |
| Torray LLC | 2,041 | $222.5K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,042 | $222.6K | 0.03% | −289−12.4% | Reduced |
| Threadgill Financial, LLC | 2,045 | $222.9K | 0.15% | 00.0% | Unchanged |
| Mason & Associates Inc | 2,045 | $223.0K | 0.07% | +2,045 | New |
| Canvas Wealth Advisors, LLC | 1,882 | $223.3K | 0.08% | −93−4.7% | Reduced |
| Ullmann Financial Group, Inc. | 2,049 | $223.4K | 0.04% | +2,049 | New |
| Jacobson & Schmitt Advisors, LLC | 2,050 | $223.5K | 0.06% | −183−8.2% | Reduced |
| Wade Financial Advisory, Inc | 2,050 | $223.5K | 0.08% | +2,050 | New |
| Cabot Wealth Management Inc | 2,052 | $223.7K | 0.03% | +57+2.9% | Added |
| Firethorn Wealth Partners, LLC | 2,056 | $224.2K | 0.15% | +2,056 | New |
| Hutchinson Capital Management | 2,057 | $224.3K | 0.05% | −31−1.5% | Reduced |
| Yeomans Consulting Group, Inc. | 2,059 | $224.5K | 0.11% | +2,059 | New |
| Investment Advisory Group, LLC | 2,063 | $224.9K | 0.10% | −276−11.8% | Reduced |
| Whitcomb & Hess, Inc. | 2,063 | $224.9K | 0.08% | +14+0.7% | Added |
| Rice Hall James & Associates, LLC | 2,064 | $225.0K | 0.01% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,065 | $225.1K | 0.05% | +2,065 | New |
| Guild Investment Management, Inc. | 2,066 | $225.3K | 0.36% | −2,382−53.6% | Reduced |
| TAP Consulting, LLC | 2,067 | $225.3K | 0.05% | +2,067 | New |
| Bond & Devick Financial Network, Inc. | 2,067 | $225.3K | 0.13% | −41−1.9% | Reduced |
| Lifestyle Asset Management, Inc. | 2,076 | $226.3K | 0.13% | −183−8.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,076 | $226.3K | 0.05% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,905 | $226.5K | 0.09% | +1,905 | New |
| Harvest Investment Services, LLC | 2,080 | $226.8K | 0.10% | −76−3.5% | Reduced |
| Wedgewood Investors Inc | 2,086 | $227.4K | 0.28% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,094 | $228.2K | 0.13% | +24+1.2% | Added |
| Fairman Group, LLC | 2,089 | $228.8K | 0.22% | +2,089 | New |