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
- 3,443
- +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
- 1,247 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 60,527 | $6.60M | 3.07% | −430−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 60,000 | $6.59M | 1.09% | −660−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 60,413 | $6.59M | 2.81% | −1,449−2.3% | Reduced |
| Brick & Kyle, Associates | 60,249 | $6.57M | 3.27% | −623−1.0% | Reduced |
| Hedeker Wealth, LLC | 60,229 | $6.57M | 2.07% | −168−0.3% | Reduced |
| Brookstone Capital Management | 60,180 | $6.56M | 0.13% | +9,977+19.9% | Added |
| FDx Advisors, Inc. | 60,100 | $6.55M | 0.51% | −15,555−20.6% | Reduced |
| Cary Street Partners Asset Management LLC | 60,045 | $6.55M | 1.12% | −2,153−3.5% | Reduced |
| Central Bank & Trust Co | 59,892 | $6.53M | 1.01% | −6,906−10.3% | Reduced |
| Harrell Investment Partners, LLC | 59,771 | $6.52M | 2.03% | +1,151+2.0% | Added |
| North Star Investment Management Corp. | 59,213 | $6.46M | 0.50% | +41+0.1% | Added |
| Cullinan Associates Inc | 58,979 | $6.43M | 0.36% | −6,284−9.6% | Reduced |
| Commonwealth Retirement Investments LLC | 58,815 | $6.41M | 3.40% | −2,240−3.7% | Reduced |
| Bogart Wealth, LLC | 58,710 | $6.40M | 0.36% | −287−0.5% | Reduced |
| Alberta Investment Management Corp | 58,600 | $6.39M | 0.06% | −190,972−76.5% | Reduced |
| Royal Fund Management, LLC | 58,565 | $6.39M | 0.81% | +880+1.5% | Added |
| Resources Investment Advisors, LLC. | 58,386 | $6.37M | 0.11% | −2,722−4.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 58,377 | $6.36M | 4.35% | −1,000−1.7% | Reduced |
| Azzad Asset Management Inc | 58,314 | $6.36M | 0.80% | +83+0.1% | Added |
| Addenda Capital Inc. | 57,907 | $6.36M | 0.25% | −58−0.1% | Reduced |
| Nomura Holdings Inc | 58,297 | $6.36M | 0.06% | +58,297 | New |
| BKD Wealth Advisors, LLC | 58,135 | $6.34M | 0.18% | −2,775−4.6% | Reduced |
| Avantax Planning Partners, Inc. | 58,127 | $6.34M | 0.24% | −1,598−2.7% | Reduced |
| Searle & Co. | 57,874 | $6.31M | 1.73% | +21,184+57.7% | Added |
| SevenBridge Financial Group, LLC | 57,668 | $6.29M | 1.49% | +1,217+2.2% | Added |
| Spire Wealth Management | 52,765 | $6.27M | 0.22% | +2,491+5.0% | Added |
| Sentry LLC | 56,975 | $6.21M | 1.32% | −294−0.5% | Reduced |
| J. W. Coons Advisors, LLC | 56,797 | $6.19M | 1.68% | −288−0.5% | Reduced |
| Equitable Trust Co | 56,788 | $6.19M | 0.47% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 56,674 | $6.18M | 1.96% | +8,235+17.0% | Added |
| Northeast Investment Management | 56,605 | $6.17M | 0.33% | −4,612−7.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 58,548 | $6.17M | 0.23% | +58,548 | New |
| Horizon Investments, LLC | 56,385 | $6.15M | 0.17% | −12,011−17.6% | Reduced |
| Agf Management Ltd | 56,131 | $6.12M | 0.04% | +3,119+5.9% | Added |
| Thematics Asset Management | 55,915 | $6.10M | 0.27% | −4,195−7.0% | Reduced |
| ZWJ Investment Counsel Inc | 55,871 | $6.09M | 0.31% | +220+0.4% | Added |
| Trexquant Investment LP | 55,741 | $6.08M | 0.14% | +55,741 | New |
| Beach Investment Counsel Inc | 55,640 | $6.07M | 0.75% | −7,166−11.4% | Reduced |
| Montgomery Investment Management Inc | 55,432 | $6.04M | 1.86% | 00.0% | Unchanged |
| Fragasso Group Inc. | 55,133 | $6.01M | 0.55% | +5,861+11.9% | Added |
| Moneta Group Investment Advisors LLC | 54,848 | $5.98M | 0.12% | +90.0% | Added |
| Eagle Rock Investment Company, LLC | 54,672 | $5.96M | 1.22% | −1,984−3.5% | Reduced |
| Chesley Taft & Associates LLC | 54,587 | $5.95M | 0.33% | −972−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 54,553 | $5.95M | 0.70% | −284−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 46,980 | $5.94M | 0.16% | −21,775−31.7% | Reduced |
| Modera Wealth Management, LLC | 54,371 | $5.93M | 0.10% | −780−1.4% | Reduced |
| 1832 Asset Management L.P. | 54,076 | $5.90M | 0.01% | −245,317−81.9% | Reduced |
| Institutional & Family Asset Management, LLC | 54,041 | $5.89M | 0.97% | −326−0.6% | Reduced |
| Asset Dedication, LLC | 53,938 | $5.89M | 0.48% | +459+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 54,015 | $5.89M | 0.62% | −732−1.3% | Reduced |
| Biltmore Family Office, LLC | 53,623 | $5.89M | 1.21% | +339+0.6% | Added |
| ADAR1 Capital Management, LLC | 54,000 | $5.89M | 2.63% | +54,000 | New |
| GYL Financial Synergies, LLC | 53,890 | $5.88M | 0.49% | −1,332−2.4% | Reduced |
| Verdence Capital Advisors LLC | 53,716 | $5.86M | 0.57% | −220.0% | Reduced |
| Parallel Advisors, LLC | 53,639 | $5.85M | 0.17% | −530−1.0% | Reduced |
| FRG Family Wealth Advisors LLC | 53,636 | $5.85M | 1.19% | −1,171−2.1% | Reduced |
| DT Investment Partners, LLC | 48,046 | $5.85M | 0.63% | +158+0.3% | Added |
| Marietta Wealth Management, LLC | 53,599 | $5.84M | 1.04% | +850+1.6% | Added |
| Caldwell Trust Co | 53,516 | $5.83M | 0.74% | −1,009−1.9% | Reduced |
| Hanson & Doremus Investment Management | 53,431 | $5.83M | 1.10% | +1,927+3.7% | Added |
| Point72 Hong Kong Ltd | 53,420 | $5.82M | 0.36% | +53,420 | New |
| Sunbelt Securities, Inc. | 53,295 | $5.81M | 0.73% | +796+1.5% | Added |
| Tectonic Advisors LLC | 53,294 | $5.81M | 0.49% | +3,595+7.2% | Added |
| PGGM Investments | 53,239 | $5.80M | 0.09% | −2,095−3.8% | Reduced |
| Patton Albertson Miller Group, LLC | 53,032 | $5.78M | 0.96% | +7,758+17.1% | Added |
| Two Sigma Securities, LLC | 52,919 | $5.77M | 0.26% | +50,219+1,860.0% | Added |
| Newman Dignan & Sheerar, Inc. | 52,866 | $5.76M | 1.74% | +2,745+5.5% | Added |
| tru Independence LLC | 52,859 | $5.76M | 1.75% | +978+1.9% | Added |
| Signaturefd, LLC | 52,838 | $5.76M | 0.13% | +3,891+7.9% | Added |
| Berger Financial Group, Inc | 52,815 | $5.76M | 0.60% | −785−1.5% | Reduced |
| Twin Capital Management Inc | 52,668 | $5.74M | 0.75% | +1,820+3.6% | Added |
| RSM US Wealth Management LLC | 52,105 | $5.72M | 0.15% | +10,304+24.7% | Added |
| Sompo Asset Management Co., Ltd. | 52,450 | $5.72M | 1.03% | +2,430+4.9% | Added |
| Dakota Wealth Management | 52,418 | $5.72M | 0.22% | −845−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 52,337 | $5.71M | 0.38% | −40−0.1% | Reduced |
| Venture Visionary Partners LLC | 52,320 | $5.70M | 0.30% | −2,253−4.1% | Reduced |
| Mirabaud & Cie SA | 52,224 | $5.69M | 1.90% | +52,224 | New |
| BancorpSouth Bank | 51,952 | $5.66M | 0.46% | −38−0.1% | Reduced |
| Inlet Private Wealth, LLC | 51,788 | $5.65M | 1.73% | −1,240−2.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 51,592 | $5.64M | 0.47% | +2,633+5.4% | Added |
| Wendell David Associates Inc | 51,692 | $5.63M | 0.61% | +815+1.6% | Added |
| SYSTM Wealth Solutions LLC | 51,427 | $5.63M | 0.78% | +669+1.3% | Added |
| Boston Family Office LLC | 51,565 | $5.62M | 0.42% | −1,558−2.9% | Reduced |
| Howland Capital Management LLC | 51,196 | $5.62M | 0.30% | −505−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 51,505 | $5.62M | 0.33% | +8,241+19.0% | Added |
| BLB&B Advisors, LLC | 51,470 | $5.61M | 0.35% | −826−1.6% | Reduced |
| New England Asset Management Inc | 51,450 | $5.61M | 0.90% | −5,925−10.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 51,289 | $5.59M | 0.62% | −170.0% | Reduced |
| TrimTabs Asset Management, LLC | 51,286 | $5.59M | 1.62% | +32,490+172.9% | Added |
| Wealthspire Advisors, LLC | 51,264 | $5.59M | 0.08% | −6,262−10.9% | Reduced |
| Strategic Blueprint, LLC | 51,258 | $5.59M | 0.46% | +4,759+10.2% | Added |
| Profund Advisors LLC | 51,211 | $5.58M | 0.24% | +2,126+4.3% | Added |
| Mirabella Financial Services LLP | 50,969 | $5.56M | 0.80% | +50,969 | New |
| China Universal Asset Management Co., Ltd. | 50,193 | $5.51M | 1.07% | 00.0% | Unchanged |
| Private Trust Co NA | 50,299 | $5.48M | 0.64% | +160.0% | Added |
| LS Investment Advisors, LLC | 50,250 | $5.48M | 0.95% | +828+1.7% | Added |
| Silicon Valley Capital Partners | 50,250 | $5.48M | 0.92% | +4,400+9.6% | Added |
| TCW Group Inc | 50,240 | $5.47M | 0.06% | +39,735+378.2% | Added |
| Jackson Hole Capital Partners, LLC | 49,638 | $5.41M | 1.38% | +1,343+2.8% | Added |
| Berkshire Bank | 49,621 | $5.41M | 1.43% | −774−1.5% | Reduced |