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 |
|---|---|---|---|---|---|
| Sterling Financial Planning, Inc. | 2,104 | $229.4K | 0.10% | +2,104 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $229.7K | 0.12% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 2,107 | $229.8K | 0.12% | −160−7.1% | Reduced |
| Fidelity D & D Bancorp Inc | 2,109 | $229.9K | 0.18% | +2,109 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,119 | $231.0K | 0.10% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,120 | $231.1K | 0.07% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,978 | $231.4K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,125 | $231.7K | 0.11% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 2,131 | $232.0K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,143 | $233.6K | 0.03% | −641−23.0% | Reduced |
| Cypress Wealth Services, LLC | 2,143 | $233.6K | 0.06% | −225−9.5% | Reduced |
| Planning Directions Inc | 2,143 | $233.7K | 0.17% | −164−7.1% | Reduced |
| Gray Wealth Management Inc. | 2,146 | $234.0K | 0.11% | +141+7.0% | Added |
| NBW Capital LLC | 2,149 | $234.3K | 0.05% | +39+1.8% | Added |
| Alterna Wealth Management, Inc | 2,152 | $234.6K | 0.28% | +2,152 | New |
| Oarsman Capital, Inc. | 2,154 | $234.8K | 0.06% | +2,154 | New |
| Tamar Securities, LLC | 2,154 | $234.9K | 0.05% | −22−1.0% | Reduced |
| O'Brien Wealth Partners LLC | 2,155 | $234.9K | 0.06% | +23+1.1% | Added |
| Capital Insight Partners, LLC | 2,156 | $235.0K | 0.05% | −47−2.1% | Reduced |
| Northwest Wealth Management, LLC | 2,156 | $235.1K | 0.07% | +45+2.1% | Added |
| Spartan Planning & Wealth Management | 2,158 | $235.3K | 0.25% | −149−6.5% | Reduced |
| DLK Investment Management, LLC | 2,158 | $235.3K | 0.11% | +2,158 | New |
| Aspire Capital Advisors LLC | 2,160 | $235.5K | 0.10% | +7+0.3% | Added |
| Meridian Management Co | 1,878 | $235.6K | 0.07% | +1,878 | New |
| Planning Center, Inc. | 2,163 | $235.8K | 0.05% | +98+4.7% | Added |
| Warren Street Wealth Advisors, LLC | 2,166 | $236.1K | 0.13% | +54+2.6% | Added |
| Strategic Investment Solutions, Inc. | 2,195 | $236.6K | 0.04% | −132,746−98.4% | Reduced |
| Syntax Research, Inc. | 2,175 | $237.1K | 0.20% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2,176 | $237.2K | 0.05% | +40+1.9% | Added |
| McClarren Financial Advisors, Inc. | 2,182 | $238.0K | 0.18% | +17+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $238.1K | 0.20% | 00.0% | Unchanged |
| CAP Partners, LLC | 2,186 | $238.4K | 0.24% | +2,186 | New |
| WR Wealth Planners, LLC | 2,190 | $238.7K | 0.09% | +193+9.7% | Added |
| Paladin Advisory Group, LLC | 2,196 | $239.4K | 0.20% | −9,492−81.2% | Reduced |
| Deltec Asset Management LLC | 2,198 | $239.6K | 0.05% | −50−2.2% | Reduced |
| Requisite Capital Management, LLC | 2,184 | $239.8K | 0.06% | −956−30.4% | Reduced |
| Bank of Nova Scotia Trust Co | 2,200 | $239.8K | 0.03% | −200−8.3% | Reduced |
| Dorsey Wright & Associates | 2,198 | $240.0K | 0.07% | 00.0% | Unchanged |
| SL Advisors, LLC | 2,209 | $240.8K | 0.52% | +2,209 | New |
| Sharp Financial Services, LLC | 2,209 | $240.8K | 0.26% | +2,209 | New |
| Elmwood Wealth Management, Inc. | 2,210 | $241.0K | 0.17% | −504−18.6% | Reduced |
| Norway Savings Bank | 2,220 | $242.0K | 0.11% | +140+6.7% | Added |
| Lantern Wealth Advisors, LLC | 2,220 | $242.0K | 0.19% | +2,220 | New |
| Kinloch Capital, LLC | 2,233 | $243.5K | 0.15% | −1,959−46.7% | Reduced |
| Rock Point Advisors, LLC | 2,235 | $243.7K | 0.07% | −20−0.9% | Reduced |
| Valued Retirements, Inc. | 2,236 | $243.8K | 0.42% | +2,236 | New |
| Tandem Investment Advisors, Inc. | 2,242 | $244.0K | 0.01% | +256+12.9% | Added |
| Lanham O'Dell & Company, Inc. | 2,246 | $244.9K | 0.17% | +2,246 | New |
| Analyst IMS Investment Management Services Ltd. | 2,250 | $245.0K | 0.01% | 00.0% | Unchanged |
| One Day In July LLC | 2,249 | $245.2K | 0.04% | +6+0.3% | Added |
| Vantage Consulting Group Inc | 2,254 | $245.7K | 0.17% | +126+5.9% | Added |
| Jupiter Asset Management Ltd | 2,264 | $246.8K | 0.00% | −726,538−99.7% | Reduced |
| APCM Wealth Management for Individuals | 2,264 | $246.8K | 0.04% | −128−5.4% | Reduced |
| Centerpoint Advisors, LLC | 2,264 | $247.0K | 0.10% | −544−19.4% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $247.1K | 0.09% | 00.0% | Unchanged |
| Saiph Capital, LLC | 2,276 | $248.2K | 0.13% | +2,276 | New |
| Financial Advisors Network, Inc. | 2,283 | $248.9K | 0.05% | −32−1.4% | Reduced |
| Members Capital Advisors Inc | 2,283 | $248.9K | 0.72% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,269 | $249.1K | 0.05% | −35−1.5% | Reduced |
| D. Scott Neal, Inc. | 2,270 | $249.2K | 0.22% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,289 | $249.6K | 0.08% | +2,289 | New |
| Bowen Hanes & Co Inc | 2,290 | $249.7K | 0.01% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,292 | $249.9K | 0.06% | −290−11.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,301 | $250.9K | 0.20% | +4+0.2% | Added |
| Starfox Financial Services, LLC | 2,306 | $251.4K | 0.23% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,312 | $252.1K | 0.06% | −496−17.7% | Reduced |
| Madden Securities Corp | 2,322 | $253.1K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,337 | $254.8K | 0.06% | −774−24.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,323 | $255.0K | 0.17% | +3+0.1% | Added |
| Bellecapital International Ltd. | 2,340 | $255.1K | 0.06% | −91−3.7% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,340 | $255.1K | 0.11% | +2,340 | New |
| Waypoint Capital Advisors, LLC | 2,344 | $255.5K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,347 | $255.8K | 0.17% | +14+0.6% | Added |
| New England Capital Financial Advisors LLC | 2,347 | $255.8K | 0.15% | +16+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 2,348 | $256.0K | 0.06% | −85−3.5% | Reduced |
| Security National Bank of So Dak | 2,349 | $256.1K | 0.17% | −15−0.6% | Reduced |
| Pavion Blue Capital, LLC | 2,350 | $256.2K | 0.14% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,333 | $256.5K | 0.13% | +2,333 | New |
| Partnership Wealth Management, LLC | 2,125 | $256.7K | 0.19% | +2,125 | New |
| Towerpoint Wealth, LLC | 2,355 | $256.7K | 0.14% | +18+0.8% | Added |
| Granite FO LLC | 2,356 | $256.9K | 0.17% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,365 | $257.9K | 0.14% | +2,365 | New |
| Pegasus Partners Ltd. | 2,366 | $257.9K | 0.03% | +421+21.6% | Added |
| Bay Rivers Group | 2,368 | $258.2K | 0.16% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,369 | $258.3K | 0.12% | +2,369 | New |
| Falcon Wealth Planning | 2,378 | $259.3K | 0.05% | +2,378 | New |
| NovaPoint Capital, LLC | 2,380 | $259.4K | 0.10% | +40+1.7% | Added |
| Lazari Capital Management, Inc. | 2,388 | $260.3K | 0.15% | −117−4.7% | Reduced |
| Fagan Associates, Inc. | 2,395 | $261.1K | 0.06% | −100−4.0% | Reduced |
| Blume Capital Management, Inc. | 2,400 | $261.6K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,406 | $262.3K | 0.17% | −375−13.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,433 | $265.2K | 0.13% | −447−15.5% | Reduced |
| Guardian Capital Advisors LP | 2,274 | $266.9K | 0.03% | +24+1.1% | Added |
| Marshall & Sullivan Inc | 2,450 | $267.1K | 0.14% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 2,455 | $267.6K | 0.17% | +2,455 | New |
| Wallington Asset Management, LLC | 2,456 | $268.0K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,462 | $268.4K | 0.14% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $268.7K | 0.12% | 00.0% | Unchanged |
| Kure Advisory, LLC | 2,466 | $268.8K | 0.14% | −92−3.6% | Reduced |
| Lodestar Private Asset Management LLC | 2,466 | $268.8K | 0.04% | −29−1.2% | Reduced |