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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 49,619 | $5.41M | 1.44% | −985−1.9% | Reduced |
| Weiss Asset Management LP | 49,589 | $5.41M | 0.39% | +49,589 | New |
| Kingswood Wealth Advisors, LLC | 49,429 | $5.39M | 0.61% | +28,263+133.5% | Added |
| New Hampshire Trust | 49,425 | $5.39M | 1.30% | −73−0.1% | Reduced |
| Thomasville National Bank | 49,412 | $5.39M | 0.48% | −626−1.3% | Reduced |
| HBK Sorce Advisory LLC | 49,257 | $5.37M | 0.21% | −2,938−5.6% | Reduced |
| Shorepoint Capital Partners LLC | 49,202 | $5.36M | 1.44% | +53+0.1% | Added |
| Meridian Wealth Advisors, LLC | 49,088 | $5.35M | 1.17% | +1,390+2.9% | Added |
| CAPROCK Group, Inc. | 48,645 | $5.34M | 0.34% | +15,922+48.7% | Added |
| Glassy Mountain Advisors, Inc. | 48,787 | $5.32M | 2.19% | +125+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 48,737 | $5.31M | 1.45% | −3,428−6.6% | Reduced |
| Tower Bridge Advisors | 48,656 | $5.30M | 0.46% | −697−1.4% | Reduced |
| NEOS Investment Management LLC | 48,617 | $5.30M | 0.50% | +14,657+43.2% | Added |
| Excalibur Management Corp | 48,404 | $5.29M | 2.48% | −230.0% | Reduced |
| Ritholtz Wealth Management | 48,488 | $5.29M | 0.21% | −4,826−9.1% | Reduced |
| Integrated Advisors Network LLC | 48,477 | $5.28M | 0.30% | +579+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 48,464 | $5.28M | 0.27% | +1,459+3.1% | Added |
| Martin Investment Management, LLC | 48,270 | $5.26M | 1.57% | −486−1.0% | Reduced |
| Ashford Capital Management Inc | 48,265 | $5.26M | 0.70% | −9,100−15.9% | Reduced |
| Financial Enhancement Group LLC | 44,470 | $5.25M | 0.93% | −13,290−23.0% | Reduced |
| Albion Financial Group | 48,159 | $5.25M | 0.43% | +911+1.9% | Added |
| Hendley & Co Inc | 48,110 | $5.25M | 2.04% | −125−0.3% | Reduced |
| Baugh & Associates, LLC | 48,076 | $5.24M | 3.01% | −668−1.4% | Reduced |
| SS&H Financial Advisors, Inc. | 47,942 | $5.23M | 2.22% | +300+0.6% | Added |
| Letson Investment Management, Inc. | 47,880 | $5.22M | 2.43% | +47,880 | New |
| Dorsey & Whitney Trust CO LLC | 47,630 | $5.19M | 0.40% | +4,681+10.9% | Added |
| Citizens National Bank Trust Department | 47,600 | $5.19M | 1.32% | +487+1.0% | Added |
| Philadelphia Trust Co | 47,593 | $5.19M | 0.49% | −25−0.1% | Reduced |
| Legato Capital Management LLC | 47,574 | $5.19M | 0.68% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 47,574 | $5.19M | 3.56% | −168−0.4% | Reduced |
| Abbrea Capital, LLC | 47,151 | $5.18M | 0.74% | +260+0.6% | Added |
| Plimoth Trust Co LLC | 47,443 | $5.17M | 1.49% | +1,060+2.3% | Added |
| Monte Financial Group, LLC | 47,401 | $5.17M | 2.41% | +4,373+10.2% | Added |
| Oak Grove Capital LLC | 47,353 | $5.16M | 1.65% | +27,193+134.9% | Added |
| Commerzbank Aktiengesellschaft | 47,267 | $5.15M | 0.20% | +13,441+39.7% | Added |
| Patrick M Sweeney & Associates, Inc | 47,238 | $5.15M | 4.71% | +47,238 | New |
| Holderness Investments Co | 47,224 | $5.15M | 1.41% | +11,022+30.4% | Added |
| Legacy CG, LLC | 47,072 | $5.13M | 1.95% | +7,044+17.6% | Added |
| Wealthcare Advisory Partners LLC | 46,937 | $5.12M | 0.20% | +505+1.1% | Added |
| Hallmark Capital Management Inc | 46,929 | $5.12M | 0.40% | −848−1.8% | Reduced |
| Allworth Financial LP | 46,884 | $5.11M | 0.04% | +3,173+7.3% | Added |
| Raab & Moskowitz Asset Management LLC | 46,796 | $5.10M | 1.61% | +171+0.4% | Added |
| Bridges Investment Management Inc | 46,763 | $5.10M | 0.17% | +1,698+3.8% | Added |
| Pittenger & Anderson Inc | 46,757 | $5.10M | 0.23% | +132+0.3% | Added |
| Hilton Capital Management, LLC | 46,632 | $5.08M | 0.54% | −160.0% | Reduced |
| Sandy Spring Bank | 46,560 | $5.08M | 0.25% | −1,075−2.3% | Reduced |
| Wellington Wealth Strategies, LLC. | 46,504 | $5.07M | 4.42% | +46,504 | New |
| Foster & Motley Inc | 46,432 | $5.06M | 0.38% | −1,000−2.1% | Reduced |
| Avitas Wealth Management LLC | 46,392 | $5.06M | 0.85% | +1,477+3.3% | Added |
| Cypress Capital Group | 46,303 | $5.05M | 0.66% | −353−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 46,247 | $5.04M | 0.03% | −413−0.9% | Reduced |
| Leavell Investment Management, Inc. | 45,735 | $5.02M | 0.32% | +2,749+6.4% | Added |
| Hennessy Advisors Inc | 45,900 | $5.00M | 0.25% | −2,600−5.4% | Reduced |
| Jackson Wealth Management, LLC | 45,873 | $5.00M | 0.66% | −326−0.7% | Reduced |
| Ancora Advisors, LLC | 45,787 | $4.99M | 0.12% | +1,537+3.5% | Added |
| Rockline Wealth Management, LLC | 45,777 | $4.99M | 2.07% | +45,777 | New |
| Bailard, Inc. | 45,576 | $4.97M | 0.15% | −2,102−4.4% | Reduced |
| Founders Capital Management | 45,492 | $4.96M | 3.60% | −256−0.6% | Reduced |
| Chicago Trust Co NA | 45,470 | $4.96M | 1.10% | −1,725−3.7% | Reduced |
| Perfromance Wealth Partners, LLC | 45,410 | $4.95M | 0.22% | −2,281−4.8% | Reduced |
| Verition Fund Management LLC | 45,393 | $4.95M | 0.05% | −47,597−51.2% | Reduced |
| Rowland & Co Investment Counsel | 45,323 | $4.94M | 1.13% | −545−1.2% | Reduced |
| Advisory Research Inc | 45,108 | $4.92M | 0.76% | −32,009−41.5% | Reduced |
| Greylin Investment Mangement Inc | 44,860 | $4.89M | 0.85% | −1,025−2.2% | Reduced |
| Roundview Capital LLC | 44,808 | $4.88M | 0.45% | +827+1.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,575 | $4.86M | 1.02% | +131+0.3% | Added |
| Clear Harbor Asset Management, LLC | 44,528 | $4.85M | 0.46% | −205−0.5% | Reduced |
| Hudson Value Partners, LLC | 44,489 | $4.85M | 2.26% | +1,794+4.2% | Added |
| Chatham Capital Group, Inc. | 44,476 | $4.85M | 0.98% | +135+0.3% | Added |
| Birmingham Capital Management Co Inc | 44,413 | $4.84M | 1.91% | −2,175−4.7% | Reduced |
| Finer Wealth Management, Inc. | 44,250 | $4.82M | 3.59% | −691−1.5% | Reduced |
| Scott & Selber, Inc. | 44,250 | $4.82M | 1.81% | −463−1.0% | Reduced |
| Executive Wealth Management, LLC | 44,214 | $4.82M | 0.45% | +40,135+983.9% | Added |
| Studio Investment Management LLC | 44,130 | $4.81M | 1.23% | −3,163−6.7% | Reduced |
| Lake Street Advisors Group, LLC | 43,817 | $4.81M | 0.24% | −513−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 41,612 | $4.81M | 0.26% | −18,447−30.7% | Reduced |
| Richard Bernstein Advisors LLC | 44,045 | $4.80M | 0.11% | +40+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 43,856 | $4.78M | 0.47% | −13,963−24.1% | Reduced |
| Rench Wealth Management, Inc. | 43,774 | $4.77M | 2.01% | −1,829−4.0% | Reduced |
| Nations Financial Group Inc, | 43,736 | $4.77M | 0.44% | −3,074−6.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 43,734 | $4.77M | 2.21% | +4,167+10.5% | Added |
| Cozad Asset Management Inc | 43,698 | $4.76M | 0.55% | −1,866−4.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 43,685 | $4.76M | 0.30% | −569−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 43,519 | $4.74M | 0.36% | −652−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 43,453 | $4.74M | 0.68% | +5,685+15.1% | Added |
| Stablepoint Partners, LLC | 43,412 | $4.73M | 1.21% | +43,412 | New |
| Personal Cfo Solutions, LLC | 43,397 | $4.73M | 0.82% | −656−1.5% | Reduced |
| Power Corp of Canada | 43,394 | $4.73M | 0.49% | +39,322+965.7% | Added |
| Arvest Investments, Inc. | 43,308 | $4.72M | 0.77% | +43,308 | New |
| WealthTrust Axiom LLC | 43,287 | $4.72M | 1.58% | +592+1.4% | Added |
| Lifeworks Advisors, LLC | 43,175 | $4.71M | 1.62% | +2,847+7.1% | Added |
| Westover Capital Advisors, LLC | 43,145 | $4.70M | 1.53% | +3,823+9.7% | Added |
| Wahed Invest LLC | 43,138 | $4.70M | 1.32% | +3,322+8.3% | Added |
| Manchester Capital Management LLC | 43,028 | $4.69M | 0.63% | −366−0.8% | Reduced |
| Ally Financial Inc. | 43,000 | $4.69M | 0.61% | +10,000+30.3% | Added |
| Harbor Capital Advisors, Inc. | 42,884 | $4.68M | 0.91% | +93+0.2% | Added |
| Hilltop Holdings Inc. | 42,867 | $4.67M | 0.53% | +1,656+4.0% | Added |
| Consolidated Planning Corp | 42,846 | $4.67M | 0.87% | +1,296+3.1% | Added |
| Alpine Woods Capital Investors, LLC | 42,725 | $4.66M | 0.70% | −15,267−26.3% | Reduced |
| Walleye Trading LLC | 42,492 | $4.63M | 0.07% | −93,695−68.8% | Reduced |