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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 4,398 | $479.4K | 0.13% | +233+5.6% | Added |
| Southern Capital Advisors, LLC | 4,398 | $479.5K | 0.34% | +144+3.4% | Added |
| Advisors Preferred, LLC | 4,245 | $480.7K | 0.08% | −1,412−25.0% | Reduced |
| Financial Strategies Group, Inc. | 4,049 | $481.3K | 0.14% | −424−9.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,423 | $482.2K | 0.32% | +4,423 | New |
| Boyar Asset Management Inc. | 4,426 | $482.6K | 0.36% | +19+0.4% | Added |
| Lane & Associates LLC | 4,429 | $482.9K | 0.35% | −423−8.7% | Reduced |
| 360 Financial, Inc. | 4,448 | $484.9K | 0.21% | +20.0% | Added |
| Capstone Wealth Management Group, LLC | 4,453 | $485.5K | 0.46% | +800+21.9% | Added |
| SOL Capital Management CO | 4,457 | $486.0K | 0.07% | −10−0.2% | Reduced |
| Clare Market Investments LLC | 4,468 | $487.1K | 0.17% | −2,896−39.3% | Reduced |
| Morris Financial Concepts, Inc. | 4,468 | $487.1K | 0.28% | −9−0.2% | Reduced |
| Eads & Heald Wealth Management | 4,476 | $488.0K | 0.23% | +250+5.9% | Added |
| Gould Asset Management LLC | 4,478 | $488.2K | 0.13% | +2,410+116.5% | Added |
| Farmers Trust Co | 4,481 | $488.5K | 0.10% | +866+24.0% | Added |
| Virtus Investment Advisers, Inc. | 4,481 | $488.5K | 0.37% | +1,660+58.8% | Added |
| X-Square Capital, LLC | 4,485 | $489.0K | 0.27% | +416+10.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,464 | $489.7K | 0.03% | +8+0.2% | Added |
| American Trust | 4,502 | $490.8K | 0.04% | +443+10.9% | Added |
| Revolve Wealth Partners, LLC | 4,506 | $491.2K | 0.10% | −407−8.3% | Reduced |
| Hart & Patterson Financial Group LLC | 4,506 | $491.2K | 0.26% | +4,506 | New |
| Dupree Financial Group, LLC | 4,511 | $491.8K | 0.24% | +4,511 | New |
| Houlihan Financial Resource Group, Ltd. | 4,512 | $492.0K | 0.24% | 00.0% | Unchanged |
| Embree Financial Group | 4,522 | $493.0K | 0.10% | +4,522 | New |
| Coastwise Capital Group, LLC | 4,537 | $494.6K | 0.50% | +371+8.9% | Added |
| Presilium Private Wealth, LLC | 4,537 | $494.6K | 0.14% | −481−9.6% | Reduced |
| JGP Wealth Management, LLC | 4,539 | $494.8K | 0.07% | −396−8.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4,543 | $495.0K | 0.07% | −29−0.6% | Reduced |
| Breed's Hill Capital LLC | 4,545 | $495.5K | 0.48% | +4,545 | New |
| Fiducient Advisors LLC | 4,516 | $495.9K | 0.09% | +1,556+52.6% | Added |
| Element Wealth, LLC | 4,549 | $496.0K | 0.31% | −191−4.0% | Reduced |
| TBH Global Asset Management, LLC | 4,552 | $496.3K | 0.10% | −21,210−82.3% | Reduced |
| Michael S. Ryan, Inc. | 4,553 | $496.4K | 0.41% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 4,573 | $498.5K | 0.17% | +1,981+76.4% | Added |
| First Citizens Financial Corp | 4,584 | $499.7K | 0.32% | −256−5.3% | Reduced |
| Seven Mile Advisory | 4,595 | $501.0K | 0.43% | +179+4.1% | Added |
| Private Portfolio Partners LLC | 4,601 | $501.6K | 0.12% | −44−0.9% | Reduced |
| Wealth Quarterback LLC | 4,609 | $502.4K | 0.31% | −171−3.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,611 | $502.7K | 0.05% | −154−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 4,635 | $505.3K | 0.08% | +56+1.2% | Added |
| United Bank | 4,641 | $506.0K | 0.06% | −62−1.3% | Reduced |
| Hobbs Group Advisors, LLC | 4,649 | $506.8K | 0.23% | +4,649 | New |
| Rain Capital Management, LLC | 4,656 | $507.6K | 0.36% | −44−0.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,664 | $508.5K | 0.24% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,667 | $508.8K | 0.47% | +4,667 | New |
| Hurlow Wealth Management Group, Inc. | 4,669 | $509.0K | 0.19% | −21−0.4% | Reduced |
| Lumbard & Kellner, LLC | 4,671 | $509.2K | 0.29% | 00.0% | Unchanged |
| Coerente Capital Management | 4,681 | $510.3K | 0.10% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,687 | $511.0K | 0.10% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 4,703 | $512.7K | 0.39% | −107−2.2% | Reduced |
| Hemington Wealth Management | 4,710 | $513.0K | 0.20% | +1,005+27.1% | Added |
| CIC Wealth, LLC | 4,708 | $513.3K | 0.16% | +2,380+102.2% | Added |
| Morris Retirement Advisors, LLC | 4,713 | $513.8K | 0.34% | −1,822−27.9% | Reduced |
| Cottage Street Advisors LLC | 4,670 | $514.4K | 0.35% | −19−0.4% | Reduced |
| Parisi Gray Wealth Management | 4,726 | $515.3K | 0.21% | +5+0.1% | Added |
| Motiv8 Investments LLC | 4,738 | $516.5K | 0.46% | +4,738 | New |
| Mountain Pacific Investment Advisers Inc | 4,745 | $517.3K | 0.03% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 4,758 | $519.0K | 0.07% | +106+2.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,763 | $519.3K | 0.22% | +10.0% | Added |
| Moser Wealth Advisors, LLC | 4,765 | $519.5K | 0.33% | 00.0% | Unchanged |
| New Republic Capital, LLC | 4,749 | $520.9K | 0.37% | +1,137+31.5% | Added |
| Oxford Asset Management LLP | 4,778 | $520.9K | 0.79% | +4,778 | New |
| CMG Global Holdings, LLC | 4,119 | $521.2K | 0.38% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,797 | $523.0K | 0.18% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,798 | $523.1K | 0.18% | −174−3.5% | Reduced |
| Wrapmanager Inc | 4,800 | $523.4K | 0.15% | −3−0.1% | Reduced |
| UMA Financial Services, Inc. | 4,390 | $524.3K | 0.12% | +33+0.8% | Added |
| Creative Financial Designs Inc | 4,811 | $524.5K | 0.05% | +92+1.9% | Added |
| Unique Wealth, LLC | 4,832 | $526.8K | 0.17% | +1,056+28.0% | Added |
| Annandale Capital, LLC | 4,836 | $527.0K | 0.12% | +15+0.3% | Added |
| Paragon Capital Management Ltd | 4,838 | $527.5K | 0.11% | +8+0.2% | Added |
| Sanders Morris Harris LLC | 4,517 | $527.7K | 0.26% | −1,349−23.0% | Reduced |
| Archetype Wealth Partners | 4,847 | $528.0K | 0.10% | +222+4.8% | Added |
| Pointe Capital Management LLC | 4,847 | $528.4K | 0.37% | +34+0.7% | Added |
| Accel Wealth Management | 4,847 | $528.4K | 0.27% | +100+2.1% | Added |
| MBA Advisors LLC | 4,850 | $528.7K | 0.29% | +25+0.5% | Added |
| HGK Asset Management Inc | 4,860 | $529.8K | 0.12% | −15−0.3% | Reduced |
| BluePath Capital Management, LLC | 4,461 | $530.2K | 0.47% | +940+26.7% | Added |
| Benedetti & Gucer, Inc. | 4,864 | $530.3K | 0.28% | +540+12.5% | Added |
| Johnson Bixby & Associates, LLC | 4,867 | $530.6K | 0.10% | −100−2.0% | Reduced |
| Fortem Financial Group, LLC | 4,883 | $532.3K | 0.26% | −279−5.4% | Reduced |
| Cohen Investment Advisors LLC | 4,885 | $532.6K | 0.39% | −415−7.8% | Reduced |
| Neumann Capital Management, LLC | 4,885 | $532.6K | 0.21% | +120+2.5% | Added |
| Fairview Capital Investment Management, LLC | 4,896 | $533.8K | 0.03% | +243+5.2% | Added |
| Terry L. Blaker | 4,899 | $534.1K | 0.04% | −185−3.6% | Reduced |
| Armbruster Capital Management, Inc. | 4,907 | $535.0K | 0.12% | 00.0% | Unchanged |
| STAR Financial Bank | 4,907 | $535.0K | 0.49% | +225+4.8% | Added |
| Wayfinding Financial, LLC | 4,884 | $536.0K | 0.36% | −294−5.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,888 | $536.7K | 0.32% | −50−1.0% | Reduced |
| Algert Global LLC | 4,928 | $537.3K | 0.02% | +517+11.7% | Added |
| Advisory Alpha, LLC | 4,932 | $537.8K | 0.02% | +2,057+71.5% | Added |
| Flynn Zito Capital Management, LLC | 4,936 | $538.1K | 0.36% | +26+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,977 | $542.6K | 0.07% | −1,117−18.3% | Reduced |
| Close Asset Management Ltd | 4,980 | $543.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,995 | $544.6K | 0.19% | −100−2.0% | Reduced |
| Fortis Group Advisors, LLC | 5,123 | $545.2K | 0.13% | +32+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 5,011 | $546.3K | 0.12% | −81−1.6% | Reduced |
| Abel Hall, LLC | 5,012 | $546.4K | 0.47% | +5,012 | New |
| Lester Murray Antman dba SimplyRich | 5,021 | $547.0K | 0.19% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,020 | $547.3K | 0.06% | +3+0.1% | Added |