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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 2,879 | $313.9K | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 2,885 | $314.6K | 0.09% | −151−5.0% | Reduced |
| Quad-Cities Investment Group, LLC | 2,685 | $315.1K | 0.19% | +5+0.2% | Added |
| Merrion Investment Management Co, LLC | 2,900 | $316.2K | 0.25% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,903 | $316.5K | 0.06% | −1,211−29.4% | Reduced |
| Cedar Wealth Management, LLC | 2,906 | $316.8K | 0.12% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,907 | $316.9K | 0.21% | +881+43.5% | Added |
| Cadent Capital Advisors, LLC | 2,911 | $317.3K | 0.16% | +230+8.6% | Added |
| Powers Advisory Group, LLC | 2,913 | $317.5K | 0.20% | +17+0.6% | Added |
| Reik & Co., LLC | 2,914 | $317.7K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,989 | $318.2K | 0.10% | −38−1.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,694 | $319.1K | 0.21% | +407+17.8% | Added |
| Gerber, LLC | 2,929 | $319.3K | 0.29% | +2,929 | New |
| Cipher Capital LP | 2,947 | $321.3K | 0.10% | +2,947 | New |
| TriaGen Wealth Management LLC | 2,948 | $321.4K | 0.15% | +110+3.9% | Added |
| HFG Advisors, Inc. | 2,954 | $322.0K | 0.31% | +200+7.3% | Added |
| Ballast Advisors LLC | 2,955 | $322.2K | 0.12% | −154−5.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,956 | $322.3K | 0.18% | −150−4.8% | Reduced |
| Gradient Capital Advisors, LLC | 2,956 | $322.3K | 0.12% | −61−2.0% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,960 | $322.7K | 0.01% | +2,960 | New |
| Brown Capital Management LLC | 2,963 | $323.0K | 0.00% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,964 | $323.1K | 0.28% | +2,964 | New |
| Private Wealth Management Group, LLC | 2,968 | $323.6K | 0.16% | +2,968 | New |
| Titleist Asset Management, LLC | 2,972 | $324.0K | 0.06% | +238+8.7% | Added |
| Summitry LLC | 2,979 | $324.8K | 0.02% | +126+4.4% | Added |
| Valley Financial Group, Inc. | 2,980 | $324.9K | 0.25% | +2,980 | New |
| Eclectic Associates Inc | 2,987 | $325.6K | 0.16% | +2,987 | New |
| Mosaic Family Wealth Partners, LLC | 2,995 | $326.5K | 0.06% | +116+4.0% | Added |
| Lion Street Advisors, LLC | 2,996 | $326.7K | 0.13% | −70−2.3% | Reduced |
| Chiron Capital Management, LLC | 3,000 | $327.1K | 0.28% | −302−9.1% | Reduced |
| Robotti Robert | 3,000 | $327.1K | 0.05% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,002 | $327.3K | 0.07% | +122+4.2% | Added |
| Intergy Private Wealth, LLC | 3,007 | $327.8K | 0.14% | +36+1.2% | Added |
| Source Financial Advisors LLC | 3,010 | $328.2K | 0.10% | +168+5.9% | Added |
| Mainstay Capital Management LLC | 3,012 | $328.4K | 0.06% | +209+7.5% | Added |
| Byrne Asset Management LLC | 3,048 | $329.1K | 0.25% | −200−6.2% | Reduced |
| Traveka Wealth, LLC | 3,025 | $329.8K | 0.17% | +3,025 | New |
| Armstrong Henry H Associates Inc | 3,031 | $330.4K | 0.04% | 00.0% | Unchanged |
| Unio Capital LLC | 3,033 | $330.7K | 0.17% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,042 | $331.6K | 0.12% | +3,042 | New |
| Verum Partners LLC | 3,048 | $332.3K | 0.13% | −292−8.7% | Reduced |
| Cascade Investment Group, Inc. | 3,050 | $332.6K | 0.27% | +83+2.8% | Added |
| Mosley Wealth Management | 3,058 | $333.4K | 0.33% | +3,058 | New |
| Prostatis Group LLC | 3,061 | $333.7K | 0.14% | −296−8.8% | Reduced |
| Rise Advisors, LLC | 3,065 | $334.1K | 0.23% | +298+10.8% | Added |
| Avenue 1 Advisors, LLC | 3,068 | $334.5K | 0.15% | −51−1.6% | Reduced |
| Fluent Financial, LLC | 3,071 | $334.8K | 0.20% | −406−11.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,079 | $335.7K | 0.02% | −300−8.9% | Reduced |
| PSI Advisors, LLC | 3,089 | $336.7K | 0.13% | −236−7.1% | Reduced |
| Carmel Capital Partners, LLC | 3,098 | $337.7K | 0.17% | −558−15.3% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,107 | $338.7K | 0.15% | −4−0.1% | Reduced |
| Five Oceans Advisors | 3,108 | $338.8K | 0.19% | −141−4.3% | Reduced |
| Quantum Financial Advisors, LLC | 3,110 | $339.1K | 0.08% | +222+7.7% | Added |
| Cardinal Strategic Wealth Guidance | 3,112 | $339.2K | 0.13% | +2+0.1% | Added |
| Gemmer Asset Management LLC | 3,113 | $339.4K | 0.04% | +35+1.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,120 | $340.1K | 0.20% | +3,120 | New |
| Jacobsen Capital Management | 3,135 | $341.8K | 0.17% | −651−17.2% | Reduced |
| One Charles Private Wealth Services, LLC | 3,139 | $342.2K | 0.18% | +3+0.1% | Added |
| Catalina Capital Group, LLC | 3,142 | $342.5K | 0.26% | +3,142 | New |
| Strait & Sound Wealth Management LLC | 2,906 | $343.3K | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,164 | $344.9K | 0.14% | −1,123−26.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,167 | $345.3K | 0.14% | −15−0.5% | Reduced |
| Truvestments Capital LLC | 3,171 | $345.7K | 0.16% | +402+14.5% | Added |
| Foster Group, Inc. | 3,368 | $346.7K | 0.02% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,185 | $347.2K | 0.80% | +30+1.0% | Added |
| Hanlon Investment Management, Inc. | 3,188 | $347.6K | 0.11% | −256−7.4% | Reduced |
| RTD Financial Advisors, Inc. | 3,190 | $347.8K | 0.05% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,190 | $347.8K | 0.06% | +136+4.5% | Added |
| Westside Investment Management, Inc. | 3,197 | $348.6K | 0.09% | −48−1.5% | Reduced |
| Buckhead Capital Management LLC | 3,199 | $348.8K | 0.13% | −178−5.3% | Reduced |
| BKM Wealth Management, LLC | 3,204 | $349.3K | 0.15% | +3,204 | New |
| Braun-Bostich & Associates Inc. | 3,206 | $349.5K | 0.32% | +3,206 | New |
| Waterford Advisors, LLC | 3,208 | $349.7K | 0.16% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,216 | $350.6K | 0.18% | −500−13.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,221 | $351.2K | 0.01% | +3,221 | New |
| Meritas Wealth Management, LLC | 3,222 | $351.3K | 0.26% | +3,222 | New |
| Gibson Capital, LLC | 3,230 | $352.1K | 0.08% | +33+1.0% | Added |
| SkyOak Wealth, LLC | 3,233 | $352.5K | 0.09% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 3,233 | $352.5K | 0.34% | +445+16.0% | Added |
| Prosperity Financial Group, Inc. | 3,242 | $353.4K | 0.25% | −153−4.5% | Reduced |
| Joule Financial, LLC | 3,256 | $355.0K | 0.17% | −2,372−42.1% | Reduced |
| Curtis Advisory Group, LLC | 3,269 | $356.4K | 0.16% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,274 | $356.9K | 0.09% | −350−9.7% | Reduced |
| Ballew Advisors, Inc | 3,021 | $357.9K | 0.27% | −110−3.5% | Reduced |
| Matrix Asset Advisors Inc | 3,287 | $358.3K | 0.05% | +31+1.0% | Added |
| Fortis Advisors, LLC | 3,300 | $359.8K | 0.26% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,303 | $360.1K | 0.04% | −150−4.3% | Reduced |
| Pasadena Private Wealth, LLC | 3,310 | $360.9K | 0.09% | +25+0.8% | Added |
| Osborne Partners Capital Management, LLC | 3,319 | $361.8K | 0.02% | +539+19.4% | Added |
| McCollum Christoferson Group LLC | 3,325 | $362.5K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,333 | $363.4K | 0.22% | −157−4.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,335 | $363.6K | 0.28% | +3,335 | New |
| Bedell Frazier Investment Counseling, LLC | 3,338 | $363.9K | 0.10% | −22−0.7% | Reduced |
| Weaver Consulting Group | 3,342 | $364.3K | 0.15% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,345 | $364.6K | 0.11% | +59+1.8% | Added |
| Talisman Wealth Advisors LLC | 3,353 | $365.5K | 0.54% | −28−0.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,356 | $365.8K | 0.02% | −361−9.7% | Reduced |
| Goldstein Advisors, LLC | 3,358 | $366.1K | 0.06% | −58−1.7% | Reduced |
| Palisade Capital Management LLC | 3,362 | $366.6K | 0.01% | 00.0% | Unchanged |
| Cedrus LLC | 3,378 | $368.3K | 0.23% | −961−22.1% | Reduced |