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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 3,814 | $415.8K | 0.10% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,824 | $416.9K | 0.17% | +290+8.2% | Added |
| Fairfield Financial Advisors, LTD | 3,832 | $417.7K | 0.16% | +2,407+168.9% | Added |
| Paragon Financial Partners, Inc. | 3,832 | $417.8K | 0.40% | +2+0.1% | Added |
| High Falls Advisors, Inc | 3,832 | $417.8K | 0.11% | −23−0.6% | Reduced |
| InTrack Investment Management Inc | 3,847 | $419.4K | 0.31% | −71−1.8% | Reduced |
| Crew Capital Management, Ltd. | 3,851 | $419.8K | 0.43% | −20−0.5% | Reduced |
| Fogel Capital Management, Inc. | 3,318 | $420.1K | 0.32% | +3,318 | New |
| Consolidated Portfolio Review Corp | 3,855 | $420.3K | 0.10% | −596−13.4% | Reduced |
| McDaniel Terry & Co | 3,865 | $421.0K | 0.04% | −759−16.4% | Reduced |
| Heritage Financial Services, LLC | 3,862 | $421.0K | 0.07% | +150+4.0% | Added |
| Verus Financial Partners, Inc. | 3,487 | $421.2K | 0.05% | −19−0.5% | Reduced |
| McLean Asset Management Corp | 3,596 | $421.6K | 0.16% | −101−2.7% | Reduced |
| Bank of Stockton | 3,550 | $422.1K | 0.14% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,352 | $422.9K | 0.31% | +452+15.6% | Added |
| Bruce G. Allen Investments, LLC | 3,887 | $423.8K | 0.39% | +3,887 | New |
| Sendero Wealth Management, LLC | 3,889 | $424.0K | 0.08% | 00.0% | Unchanged |
| Carlson Capital Management | 3,889 | $424.0K | 0.02% | +622+19.0% | Added |
| Pin Oak Investment Advisors Inc | 3,880 | $426.0K | 0.43% | +174+4.7% | Added |
| Seed Wealth Management, Inc. | 3,770 | $426.9K | 0.43% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,906 | $428.3K | 0.19% | +428+12.3% | Added |
| Horan Securities, Inc. | 3,932 | $428.6K | 0.22% | +26+0.7% | Added |
| Hoxton Planning & Management, LLC | 3,937 | $429.0K | 0.23% | +315+8.7% | Added |
| Palumbo Wealth Management LLC | 3,941 | $429.6K | 0.22% | −23−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,947 | $430.0K | 0.13% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,945 | $430.1K | 0.39% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,959 | $431.6K | 0.65% | −200−4.8% | Reduced |
| Goepper Burkhardt LLC | 3,441 | $431.7K | 0.21% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,960 | $431.8K | 0.03% | −970−19.7% | Reduced |
| Modern Wealth Management, LLC | 3,963 | $432.1K | 0.05% | +3,963 | New |
| Powell Investment Advisors, LLC | 3,950 | $433.7K | 0.24% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 3,978 | $433.7K | 0.18% | +1,568+65.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 3,988 | $434.8K | 0.19% | +406+11.3% | Added |
| Peachtree Investment Partners, LLC | 3,990 | $435.0K | 0.18% | −1,085−21.4% | Reduced |
| Affinity Capital Advisors, LLC | 3,995 | $435.5K | 0.11% | −35−0.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,998 | $435.9K | 0.13% | +1,008+33.7% | Added |
| Legal Advantage Investments, Inc. | 4,000 | $436.1K | 0.26% | 00.0% | Unchanged |
| Benin Management CORP | 4,001 | $436.2K | 0.15% | +37+0.9% | Added |
| Waterloo Capital, L.P. | 4,004 | $436.5K | 0.07% | +4,004 | New |
| Grey Fox Wealth Advisors, LLC | 3,978 | $436.6K | 0.19% | −212−5.1% | Reduced |
| Caitlin John, LLC | 3,978 | $436.8K | 0.36% | +3,978 | New |
| Hazlett, Burt & Watson, Inc. | 4,011 | $437.0K | 0.29% | +110+2.8% | Added |
| Oak Asset Management, LLC | 4,045 | $441.0K | 0.18% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,045 | $441.0K | 0.16% | +4,045 | New |
| Callan Family Office, LLC | 4,048 | $441.3K | 0.11% | +373+10.1% | Added |
| Aprio Wealth Management, LLC | 4,063 | $442.9K | 0.10% | +327+8.8% | Added |
| MBM Wealth Consultants, LLC | 3,658 | $443.6K | 0.17% | −2,205−37.6% | Reduced |
| BIP Wealth, LLC | 4,079 | $444.7K | 0.03% | +629+18.2% | Added |
| Capital Investment Counsel, Inc | 4,081 | $444.9K | 0.08% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,076 | $445.2K | 0.11% | −37−0.9% | Reduced |
| Custom Index Systems, LLC | 4,085 | $445.3K | 0.28% | +4,085 | New |
| Calton & Associates, Inc. | 4,086 | $445.5K | 0.18% | +4,086 | New |
| L2 Asset Management, LLC | 4,091 | $446.0K | 0.18% | +4,024+6,006.0% | Added |
| Planned Solutions, Inc. | 4,097 | $446.7K | 0.21% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,099 | $446.9K | 0.52% | −79−1.9% | Reduced |
| JSF Financial, LLC | 4,100 | $447.0K | 0.16% | +91+2.3% | Added |
| Greatmark Investment Partners, Inc. | 4,113 | $448.4K | 0.07% | −225−5.2% | Reduced |
| McIlrath & Eck, LLC | 4,119 | $449.1K | 0.08% | +94+2.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,132 | $450.5K | 0.01% | −2,698−39.5% | Reduced |
| Sage Private Wealth Group, LLC | 4,133 | $450.7K | 0.40% | +318+8.3% | Added |
| Fortress Wealth Group, LLC | 3,841 | $450.8K | 0.27% | +711+22.7% | Added |
| Mendel Capital Management LLC | 4,141 | $451.4K | 0.32% | +53+1.3% | Added |
| Kozak & Associates, Inc. | 3,813 | $451.8K | 0.14% | −105−2.7% | Reduced |
| Pensionmark Financial Group, LLC | 4,142 | $453.5K | 0.06% | +898+27.7% | Added |
| American Institute for Advanced Investment Management, LLP | 4,160 | $453.5K | 0.40% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,132 | $453.7K | 0.58% | +4,132 | New |
| Firestone Capital Management | 4,166 | $454.2K | 0.14% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,167 | $454.3K | 0.30% | −62−1.5% | Reduced |
| Blueprint Investment Partners LLC | 4,183 | $456.1K | 0.13% | −3,099−42.6% | Reduced |
| MBE Wealth Management, LLC | 4,192 | $457.0K | 0.23% | +118+2.9% | Added |
| Tilson Financial Group, Inc. | 4,189 | $457.0K | 0.29% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 4,200 | $457.9K | 0.44% | +4,200 | New |
| Ategra Capital Management, LLC | 4,222 | $460.3K | 0.21% | −1,510−26.3% | Reduced |
| Riverstone Advisors, LLC | 4,229 | $461.0K | 0.30% | −110−2.5% | Reduced |
| Panoramic Investment Advisors, LLC | 4,230 | $461.2K | 0.40% | −1,050−19.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,231 | $461.2K | 0.32% | +141+3.4% | Added |
| Keystone Wealth Services, LLC | 4,232 | $461.4K | 0.16% | −177−4.0% | Reduced |
| Texas Capital Bancshares Inc | 4,237 | $461.9K | 0.25% | −7−0.2% | Reduced |
| Intrinsic Value Partners, LLC | 4,239 | $462.1K | 0.54% | −88−2.0% | Reduced |
| MQS Management LLC | 4,250 | $463.3K | 0.26% | −4,588−51.9% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $463.3K | 0.21% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,250 | $463.3K | 0.08% | +25+0.6% | Added |
| Merriman Wealth Management, LLC | 4,232 | $464.3K | 0.02% | +127+3.1% | Added |
| First National Bank | 4,261 | $464.5K | 0.37% | −506−10.6% | Reduced |
| ORG Partners LLC | 4,269 | $465.7K | 0.08% | +1,425+50.1% | Added |
| Howard Wealth Management, LLC | 4,273 | $465.8K | 0.39% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,290 | $467.7K | 0.05% | +1,285+42.8% | Added |
| Liberty Capital Management, Inc. | 4,291 | $467.8K | 0.12% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 4,298 | $468.6K | 0.11% | −48−1.1% | Reduced |
| Ssi Investment Management LLC | 4,301 | $468.9K | 0.04% | −15−0.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,279 | $469.7K | 0.10% | −137−3.1% | Reduced |
| Belmont Capital, LLC | 4,316 | $470.6K | 0.20% | +4,253+6,750.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,329 | $471.9K | 0.12% | +4,329 | New |
| Crown Wealth Group, LLC | 4,334 | $472.5K | 0.28% | +307+7.6% | Added |
| Centennial Wealth Advisory LLC | 4,335 | $472.6K | 0.24% | +4,335 | New |
| Wetzel Investment Advisors, Inc. | 4,339 | $473.0K | 0.29% | +4,339 | New |
| D'Orazio & Associates, Inc. | 4,344 | $473.6K | 0.08% | +285+7.0% | Added |
| Sovereign Financial Group, Inc. | 4,366 | $476.0K | 0.15% | −814−15.7% | Reduced |
| Quest Partners LLC | 4,393 | $478.9K | 0.10% | +4,393 | New |
| Capital Market Strategies LLC | 4,393 | $479.0K | 0.42% | 00.0% | Unchanged |