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 |
|---|---|---|---|---|---|
| Northstar Asset Management Inc | 2,466 | $268.8K | 0.08% | 00.0% | Unchanged |
| Penobscot Wealth Management | 2,470 | $269.0K | 0.18% | +6+0.2% | Added |
| Triton Wealth Management, PLLC | 2,301 | $269.9K | 0.18% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,479 | $270.3K | 0.06% | +250+11.2% | Added |
| One Wealth Advisors, LLC | 2,463 | $270.4K | 0.05% | −37−1.5% | Reduced |
| Riversedge Advisors, LLC | 2,484 | $270.8K | 0.07% | +2,484 | New |
| American Money Management, LLC | 2,492 | $271.6K | 0.06% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,492 | $271.7K | 0.06% | −34−1.3% | Reduced |
| Alethea Capital Management, LLC | 2,500 | $272.6K | 0.31% | −3,203−56.2% | Reduced |
| Conestoga Capital Advisors, LLC | 2,500 | $272.6K | 0.00% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,514 | $274.0K | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 2,166 | $274.8K | 0.04% | +2,166 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,522 | $274.9K | 0.13% | +276+12.3% | Added |
| Independent Investors Inc | 2,525 | $275.3K | 0.06% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,520 | $276.7K | 0.11% | +2,520 | New |
| Alpha Financial Partners, LLC | 2,541 | $277.0K | 0.27% | −446−14.9% | Reduced |
| Meridian Wealth Partners, LLC | 2,551 | $278.1K | 0.05% | −275−9.7% | Reduced |
| Waterfront Wealth Inc. | 2,560 | $279.1K | 0.08% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,564 | $279.5K | 0.16% | +354+16.0% | Added |
| KWB Wealth | 2,587 | $282.1K | 0.04% | +21+0.8% | Added |
| Chickasaw Capital Management LLC | 2,593 | $283.0K | 0.01% | −200−7.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,597 | $283.1K | 0.22% | −112−4.1% | Reduced |
| NWK Group, Inc. | 2,600 | $283.5K | 0.15% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,603 | $283.8K | 0.04% | +278+12.0% | Added |
| 49 Wealth Management, LLC | 2,610 | $284.6K | 0.07% | +2,610 | New |
| NDVR, Inc. | 2,611 | $284.7K | 0.34% | +2,611 | New |
| Riverwater Partners LLC | 2,619 | $285.5K | 0.23% | −448−14.6% | Reduced |
| LWM Advisory Services, LLC | 2,622 | $285.9K | 0.25% | +31+1.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $286.0K | 0.10% | −400−13.2% | Reduced |
| Carson Advisory Inc. | 2,624 | $286.1K | 0.22% | −146−5.3% | Reduced |
| Nexus Investment Management ULC | 2,625 | $286.2K | 0.03% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 2,628 | $286.5K | 0.10% | −6−0.2% | Reduced |
| Kuhn & Co Investment Counsel | 2,635 | $287.3K | 0.29% | +2,635 | New |
| Arthur M. Cohen & Associates, LLC | 2,636 | $287.4K | 0.07% | −1,409−34.8% | Reduced |
| Endowment Wealth Management, Inc. | 2,637 | $287.5K | 0.24% | +81+3.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,637 | $287.6K | 0.09% | +14+0.5% | Added |
| Northstar Advisory Group, LLC | 2,639 | $287.7K | 0.17% | +3+0.1% | Added |
| Smithbridge Asset Management Inc | 2,639 | $288.0K | 0.07% | −115−4.2% | Reduced |
| Triune Financial Partners, LLC | 2,648 | $288.7K | 0.11% | +18+0.7% | Added |
| Trust Co | 2,651 | $289.0K | 0.04% | −1,026−27.9% | Reduced |
| Aspen Wealth Strategies, LLC | 2,651 | $289.0K | 0.21% | +33+1.3% | Added |
| Skyline Advisors, Inc. | 2,660 | $290.0K | 0.14% | +2,660 | New |
| Vista Capital Partners, Inc. | 2,667 | $290.8K | 0.04% | +2,667 | New |
| Northside Capital Management, LLC | 2,670 | $291.1K | 0.09% | +10.0% | Added |
| Signal Advisors Wealth, LLC | 2,655 | $291.5K | 0.10% | +2,655 | New |
| AAFCPAs Wealth Management, LLC | 2,675 | $291.6K | 0.17% | −23−0.9% | Reduced |
| Triad Investment Management | 2,675 | $291.6K | 0.38% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,676 | $291.7K | 0.06% | −5−0.2% | Reduced |
| Menard Financial Group LLC | 2,678 | $292.0K | 0.36% | −77−2.8% | Reduced |
| Financial Freedom, LLC | 2,678 | $292.0K | 0.19% | −95−3.4% | Reduced |
| Walker Asset Management, LLC | 2,681 | $292.3K | 0.21% | +2,681 | New |
| MPS Loria Financial Planners, LLC | 2,680 | $292.6K | 0.10% | −226−7.8% | Reduced |
| Independent Wealth Network Inc. | 2,689 | $293.1K | 0.15% | −23−0.8% | Reduced |
| Noble Family Wealth, LLC | 2,691 | $293.4K | 0.09% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,698 | $294.2K | 0.22% | +10.0% | Added |
| ERn Financial, LLC | 2,482 | $294.2K | 0.06% | −56−2.2% | Reduced |
| National Philanthropic Trust | 2,701 | $294.5K | 0.01% | +2,701 | New |
| Baron Wealth Management LLC | 2,705 | $294.9K | 0.16% | +614+29.4% | Added |
| Steele Capital Management, Inc. | 2,710 | $295.5K | 0.02% | +2,710 | New |
| Spinnaker Investment Group, LLC | 2,714 | $295.9K | 0.09% | −166−5.8% | Reduced |
| Cohen & Steers, Inc. | 2,728 | $297.0K | 0.00% | +580+27.0% | Added |
| Outlook Wealth Advisors, LLC | 2,727 | $297.3K | 0.10% | +707+35.0% | Added |
| Armstrong Advisory Group, Inc | 2,733 | $298.0K | 0.03% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 2,736 | $298.3K | 0.01% | +40+1.5% | Added |
| Kamunting Street Capital Management, L.P. | 2,738 | $298.5K | 0.37% | −27,262−90.9% | Reduced |
| EdgeRock Capital LLC | 2,366 | $299.1K | 0.22% | +279+13.4% | Added |
| Inceptionr LLC | 2,744 | $299.2K | 0.21% | −3,193−53.8% | Reduced |
| Marshall Financial Group LLC | 2,752 | $300.0K | 0.10% | −13,252−82.8% | Reduced |
| Warwick Investment Management, Inc. | 2,762 | $301.1K | 0.09% | +689+33.2% | Added |
| Sandy Cove Advisors, LLC | 2,762 | $301.2K | 0.15% | −2,308−45.5% | Reduced |
| RWM Asset Management, LLC | 2,578 | $301.6K | 0.06% | −617−19.3% | Reduced |
| Page Arthur B | 2,768 | $301.8K | 0.32% | −50−1.8% | Reduced |
| Detalus Advisors, LLC | 2,769 | $301.9K | 0.12% | +10.0% | Added |
| McBroom & Associates, LLC | 2,771 | $302.1K | 0.22% | +399+16.8% | Added |
| FFT Wealth Management LLC | 2,782 | $303.3K | 0.03% | +380+15.8% | Added |
| Trilogy Capital Inc. | 2,790 | $304.1K | 0.02% | +437+18.6% | Added |
| CFO4Life Group, LLC | 2,790 | $304.2K | 0.06% | +6+0.2% | Added |
| Spectrum Wealth Counsel, LLC | 2,791 | $304.3K | 0.04% | +2,791 | New |
| BlueChip Wealth Advisors LLC | 2,795 | $304.7K | 0.21% | +2,795 | New |
| Swisher Financial Concepts, Inc. | 2,575 | $305.0K | 0.29% | +2,575 | New |
| Harvey Capital Management Inc | 2,800 | $305.3K | 0.10% | 00.0% | Unchanged |
| Fort, L.P. | 2,806 | $305.9K | 0.76% | −175−5.9% | Reduced |
| LJI Wealth Management, LLC | 2,806 | $305.9K | 0.08% | +134+5.0% | Added |
| BEAM Asset Management, LLC | 2,813 | $306.7K | 0.19% | +28+1.0% | Added |
| Schubert & Co | 2,817 | $307.1K | 0.28% | −227−7.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,819 | $307.3K | 0.11% | −543−16.2% | Reduced |
| Maryland Capital Advisors Inc. | 2,820 | $307.4K | 0.20% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,822 | $307.7K | 0.12% | +2,822 | New |
| waypoint wealth counsel | 2,825 | $308.0K | 0.26% | −370−11.6% | Reduced |
| Rice Partnership, LLC | 2,826 | $308.1K | 0.08% | −3−0.1% | Reduced |
| Randolph Co Inc | 2,828 | $308.3K | 0.04% | +102+3.7% | Added |
| Droms Strauss Advisors Inc | 2,844 | $310.0K | 0.12% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,853 | $311.0K | 0.06% | −1,668−36.9% | Reduced |
| Fulcrum Capital LLC | 2,860 | $311.8K | 0.08% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,862 | $312.0K | 0.05% | −173−5.7% | Reduced |
| William Allan, LLC | 2,872 | $313.0K | 0.22% | −39−1.3% | Reduced |
| Meritage Group LP | 2,873 | $313.0K | 0.01% | +2,873 | New |
| Blue Square Asset Management, LLC | 2,873 | $313.2K | 0.21% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,873 | $313.2K | 0.12% | +175+6.5% | Added |
| Private Client Services, LLC | 2,875 | $313.5K | 0.26% | +2,875 | New |