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 |
|---|---|---|---|---|---|
| Beacon Financial Strategies CORP | 3,378 | $368.3K | 0.29% | +10.0% | Added |
| Greenline Partners, LLC | 3,379 | $368.4K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,388 | $369.0K | 0.06% | 00.0% | Unchanged |
| Gagnon Securities LLC | 3,401 | $370.8K | 0.09% | −422−11.0% | Reduced |
| Eagle Wealth Strategies LLC | 3,416 | $372.4K | 0.22% | +3,416 | New |
| Winning Points Advisors, LLC | 3,422 | $373.1K | 0.57% | +200+6.2% | Added |
| Manchester Financial Inc | 3,422 | $373.1K | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,947 | $373.9K | 0.15% | −6,252−68.0% | Reduced |
| Financial Partners Group, Inc | 3,431 | $374.0K | 0.07% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,439 | $374.9K | 0.22% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,442 | $375.0K | 0.29% | −50−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 3,212 | $375.0K | 0.11% | −7−0.2% | Reduced |
| Laraway Financial Inc | 3,442 | $375.2K | 0.36% | +76+2.3% | Added |
| Security National Bank of Sioux City Iowa | 3,444 | $375.5K | 0.28% | −100−2.8% | Reduced |
| Sterling Wealth Management, Inc. | 3,444 | $375.5K | 0.21% | +3,444 | New |
| Dillon & Associates Inc | 3,451 | $376.0K | 0.07% | −145−4.0% | Reduced |
| Vishria Bird Financial Group, LLC | 3,446 | $376.0K | 0.18% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,449 | $376.1K | 0.04% | +456+15.2% | Added |
| Black Diamond Financial, LLC | 3,473 | $378.6K | 0.10% | −111−3.1% | Reduced |
| Santori & Peters | 3,474 | $378.7K | 0.18% | +52+1.5% | Added |
| Birchcreek Wealth Management, LLC | 3,475 | $378.8K | 0.23% | −215−5.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,481 | $379.0K | 0.15% | −17−0.5% | Reduced |
| Omnia Family Wealth, LLC | 3,453 | $379.1K | 0.19% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,026 | $379.6K | 0.10% | −80−2.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,483 | $379.7K | 0.15% | −3,959−53.2% | Reduced |
| Trust Co of Oklahoma | 3,485 | $379.9K | 0.14% | 00.0% | Unchanged |
| Amarillo National Bank | 3,485 | $379.9K | 0.07% | +163+4.9% | Added |
| Piscataqua Savings Bank | 3,492 | $380.7K | 0.36% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,494 | $380.9K | 0.05% | −328−8.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,494 | $381.0K | 0.09% | +10.0% | Added |
| Petix & Botte Co | 3,496 | $381.1K | 0.11% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,500 | $382.0K | 0.24% | −195−5.3% | Reduced |
| Jag Capital Management, LLC | 3,516 | $383.3K | 0.06% | +520+17.4% | Added |
| Viewpoint Capital Management LLC | 3,517 | $383.4K | 0.27% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,524 | $384.2K | 0.04% | +52+1.5% | Added |
| Willow Creek Wealth Management Inc. | 3,531 | $384.9K | 0.05% | +781+28.4% | Added |
| Angeles Investment Advisors, LLC | 3,537 | $385.6K | 0.02% | −4,103−53.7% | Reduced |
| Benchmark Investment Advisors LLC | 3,538 | $385.7K | 0.36% | +11+0.3% | Added |
| First American Trust, FSB | 3,547 | $386.7K | 0.05% | +817+29.9% | Added |
| Smallwood Wealth Investment Management, LLC | 3,556 | $387.7K | 0.32% | −14,254−80.0% | Reduced |
| Hollow Brook Wealth Management LLC | 3,530 | $388.1K | 0.15% | −684−16.2% | Reduced |
| Semus Wealth Partners LLC | 3,567 | $388.9K | 0.32% | −152−4.1% | Reduced |
| Emergent Wealth Advisors, LLC | 3,568 | $389.0K | 0.36% | +3,568 | New |
| Aviso Wealth Management | 3,575 | $389.7K | 0.28% | +3,575 | New |
| Tradition Wealth Management, LLC | 3,590 | $391.0K | 0.04% | −451−11.2% | Reduced |
| Next Capital Management LLC | 3,588 | $391.2K | 0.17% | +76+2.2% | Added |
| Muirfield Wealth Advisors LLC | 3,588 | $391.2K | 0.41% | +3,588 | New |
| Goldstone Financial Group, LLC | 3,591 | $391.5K | 0.10% | −21−0.6% | Reduced |
| PAX Financial Group, LLC | 3,094 | $391.7K | 0.08% | +189+6.5% | Added |
| Dakota Community Bank & Trust NA | 3,596 | $392.0K | 2.20% | +172+5.0% | Added |
| CWS Financial Advisors, LLC | 3,599 | $392.4K | 0.15% | −614−14.6% | Reduced |
| Constitution Capital LLC | 3,600 | $392.5K | 0.24% | +200+5.9% | Added |
| Liberty Wealth Management LLC | 3,602 | $393.0K | 0.08% | −1,211−25.2% | Reduced |
| Penbrook Management LLC | 3,606 | $393.1K | 0.26% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,607 | $393.2K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 3,611 | $393.7K | 0.25% | −916−20.2% | Reduced |
| Arcataur Capital Management LLC | 3,611 | $393.7K | 0.15% | +100+2.8% | Added |
| Somerset Group LLC | 3,613 | $393.9K | 0.33% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,615 | $394.1K | 0.27% | +437+13.8% | Added |
| Dempze Nancy E | 3,620 | $394.7K | 0.33% | −50−1.4% | Reduced |
| Perritt Capital Management Inc | 3,621 | $394.8K | 0.22% | −700−16.2% | Reduced |
| Legacy Advisory Services, LLC | 3,628 | $395.5K | 0.42% | +3,628 | New |
| Bluesphere Advisors, LLC | 3,635 | $396.3K | 0.25% | +2+0.1% | Added |
| Instrumental Wealth, LLC | 3,335 | $396.4K | 0.43% | −73−2.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,636 | $396.4K | 0.10% | +11+0.3% | Added |
| Ballast, Inc. | 3,637 | $396.5K | 0.14% | +124+3.5% | Added |
| Northwest Financial Advisors | 3,641 | $396.9K | 0.34% | +3,641 | New |
| PFC Capital Group, Inc. | 3,646 | $397.0K | 0.24% | +3,646 | New |
| Thrive Capital Management, LLC | 3,642 | $397.0K | 0.21% | +447+14.0% | Added |
| GPS Wealth Strategies Group, LLC | 3,643 | $397.2K | 0.07% | −768−17.4% | Reduced |
| One + One Wealth Management, LLC | 3,655 | $398.5K | 0.24% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 3,664 | $399.4K | 0.31% | +137+3.9% | Added |
| Ironwood Investment Management LLC | 3,671 | $400.2K | 0.21% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,678 | $401.0K | 0.06% | +219+6.3% | Added |
| Per Stirling Capital Management, LLC. | 3,691 | $402.4K | 0.07% | +85+2.4% | Added |
| Financial Management Professionals, Inc. | 3,694 | $403.0K | 0.07% | −106−2.8% | Reduced |
| Castle Wealth Management LLC | 3,677 | $403.6K | 0.24% | +106+3.0% | Added |
| Capital CS Group, LLC | 3,702 | $403.6K | 0.45% | +3,702 | New |
| Cannon Financial Strategists, Inc. | 3,705 | $403.9K | 0.09% | +13+0.4% | Added |
| ESG Planning | 3,715 | $405.0K | 0.43% | −54−1.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $405.1K | 0.16% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 3,720 | $405.6K | 0.02% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 3,731 | $406.8K | 0.20% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,735 | $407.3K | 0.04% | −648−14.8% | Reduced |
| Prentiss Smith & Co Inc | 3,739 | $407.6K | 0.30% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 3,740 | $407.8K | 0.30% | −178−4.5% | Reduced |
| Grandview Asset Management LLC | 3,740 | $408.0K | 0.21% | +60+1.6% | Added |
| Baker Boyer National Bank | 3,749 | $408.7K | 0.15% | −567−13.1% | Reduced |
| AllSquare Wealth Management LLC | 3,749 | $408.7K | 0.25% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,749 | $408.8K | 0.19% | −10,482−73.7% | Reduced |
| ETF Store, Inc. | 3,760 | $409.9K | 0.26% | +19+0.5% | Added |
| Tortoise Investment Management, LLC | 3,768 | $410.8K | 0.06% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,777 | $411.9K | 0.05% | −327−8.0% | Reduced |
| Balboa Wealth Partners | 3,784 | $412.5K | 0.14% | −23−0.6% | Reduced |
| Centurion Wealth Management LLC | 3,787 | $412.9K | 0.18% | +58+1.6% | Added |
| American Trust Investment Advisors, LLC | 3,791 | $413.3K | 0.21% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,799 | $414.1K | 0.07% | −1,137−23.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,806 | $415.0K | 0.00% | −36−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,803 | $415.0K | 0.07% | −4,330−53.2% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 3,808 | $415.1K | 0.20% | −325−7.9% | Reduced |