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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 42,253 | $4.61M | 0.10% | +35,623+537.3% | Added |
| Berry Wealth Group, LP | 42,247 | $4.61M | 4.24% | +42,247 | New |
| Journey Advisory Group, LLC | 42,129 | $4.59M | 0.62% | −2,341−5.3% | Reduced |
| V-Square Quantitative Management LLC | 42,131 | $4.59M | 1.09% | +16,298+63.1% | Added |
| Planning Capital Management Corp | 42,059 | $4.59M | 3.58% | +42,059 | New |
| Proequities, Inc. | 41,721 | $4.58M | 0.33% | −428−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 41,995 | $4.58M | 0.14% | −2,222−5.0% | Reduced |
| Loomis Sayles & Co L P | 41,972 | $4.58M | 0.01% | +33,110+373.6% | Added |
| Ascent Group, LLC | 36,448 | $4.57M | 0.43% | +415+1.2% | Added |
| Sandhill Capital Partners LLC | 41,899 | $4.57M | 0.38% | −4,796−10.3% | Reduced |
| Dean Investment Associates, LLC | 41,886 | $4.57M | 0.65% | −574−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 41,746 | $4.55M | 0.47% | +41,746 | New |
| Spinnaker Trust | 41,587 | $4.53M | 0.31% | 00.0% | Unchanged |
| QV Investors Inc. | 41,552 | $4.53M | 0.41% | −1,160−2.7% | Reduced |
| TNF LLC | 37,236 | $4.52M | 1.79% | −4,850−11.5% | Reduced |
| TFC Financial Management | 41,325 | $4.51M | 0.91% | −171−0.4% | Reduced |
| Cypress Asset Management Inc | 41,286 | $4.50M | 1.35% | −298−0.7% | Reduced |
| RBA Wealth Management, LLC | 41,100 | $4.48M | 1.96% | +349+0.9% | Added |
| Bray Capital Advisors | 41,028 | $4.47M | 1.24% | +195+0.5% | Added |
| Brown Shipley& Co Ltd | 40,971 | $4.47M | 2.21% | +40,595+10,796.5% | Added |
| Veriti Management LLC | 40,954 | $4.46M | 0.40% | +6,423+18.6% | Added |
| Strategy Asset Managers LLC | 40,931 | $4.46M | 1.06% | −897−2.1% | Reduced |
| Beddow Capital Management Inc | 40,919 | $4.46M | 2.08% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 40,915 | $4.46M | 1.48% | +764+1.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 40,904 | $4.46M | 2.07% | +40,904 | New |
| First Hawaiian Bank | 40,797 | $4.45M | 0.14% | +1,212+3.1% | Added |
| Bank Ozk | 40,726 | $4.44M | 2.17% | −1,295−3.1% | Reduced |
| Flagship Harbor Advisors, LLC | 40,598 | $4.43M | 0.32% | +177+0.4% | Added |
| Capital Planning Advisors, LLC | 40,552 | $4.42M | 0.84% | +589+1.5% | Added |
| Meritage Portfolio Management | 40,534 | $4.42M | 0.29% | +299+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,350 | $4.40M | 0.87% | −160−0.4% | Reduced |
| Bridgecreek Investment Management, LLC | 40,335 | $4.40M | 0.85% | −7,600−15.9% | Reduced |
| Horan Capital Advisors, LLC. | 40,072 | $4.37M | 1.60% | −775−1.9% | Reduced |
| Texas Yale Capital Corp. | 39,908 | $4.35M | 0.21% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 39,896 | $4.35M | 0.04% | −668,163−94.4% | Reduced |
| Global Retirement Partners, LLC | 36,651 | $4.34M | 0.18% | −129−0.4% | Reduced |
| Principal Securities, Inc. | 39,758 | $4.33M | 0.16% | +39,758 | New |
| Hengehold Capital Management LLC | 39,669 | $4.32M | 0.51% | −411−1.0% | Reduced |
| Whitener Capital Management, Inc. | 39,640 | $4.32M | 1.56% | −825−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 39,278 | $4.28M | 1.12% | +66+0.2% | Added |
| Shepherd Financial Partners LLC | 39,261 | $4.28M | 0.61% | +212+0.5% | Added |
| Codex Capital, L.L.C. | 39,250 | $4.28M | 2.50% | +1,000+2.6% | Added |
| SageView Advisory Group, LLC | 35,032 | $4.26M | 0.18% | +16,983+94.1% | Added |
| Red Spruce Capital, LLC | 39,022 | $4.25M | 2.18% | +621+1.6% | Added |
| RFG Advisory, LLC | 39,008 | $4.25M | 0.17% | −1,467−3.6% | Reduced |
| Chesapeake Asset Management LLC | 38,991 | $4.25M | 3.79% | +259+0.7% | Added |
| Cobblestone Capital Advisors LLC | 38,912 | $4.24M | 0.28% | +94+0.2% | Added |
| Conning Inc. | 38,755 | $4.23M | 0.15% | +20+0.1% | Added |
| Petredis Investment Advisors LLC | 38,594 | $4.21M | 0.55% | −1,190−3.0% | Reduced |
| Transform Wealth, LLC | 38,114 | $4.18M | 0.41% | −1,327−3.4% | Reduced |
| AMG National Trust Bank | 38,306 | $4.18M | 0.13% | +1,269+3.4% | Added |
| Wexford Capital LP | 38,240 | $4.17M | 0.89% | +8,578+28.9% | Added |
| DF Dent & Co Inc | 38,147 | $4.16M | 0.06% | +3,610+10.5% | Added |
| KMG Fiduciary Partners, LLC | 38,145 | $4.16M | 0.48% | −547−1.4% | Reduced |
| Harbour Capital Advisors, LLC | 36,135 | $4.15M | 1.14% | +223+0.6% | Added |
| Wright Investors Service Inc | 37,902 | $4.13M | 1.16% | −6,064−13.8% | Reduced |
| Leelyn Smith, LLC | 37,830 | $4.12M | 0.90% | +1,200+3.3% | Added |
| Herold Advisors, Inc. | 37,792 | $4.12M | 1.14% | +854+2.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 37,782 | $4.12M | 0.80% | +13,281+54.2% | Added |
| Catalyst Capital Advisors LLC | 37,700 | $4.11M | 0.11% | −3,000−7.4% | Reduced |
| Beech Hill Advisors, Inc. | 37,617 | $4.10M | 1.98% | +1,041+2.8% | Added |
| Merit Financial Group, LLC | 37,590 | $4.10M | 0.12% | −11,405−23.3% | Reduced |
| Coastline Trust Co | 37,389 | $4.08M | 0.54% | −2,577−6.4% | Reduced |
| Keel Point, LLC | 37,379 | $4.08M | 0.49% | −361−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 37,083 | $4.07M | 0.26% | +2,959+8.7% | Added |
| Confluence Wealth Services, Inc. | 37,284 | $4.06M | 0.45% | +3,108+9.1% | Added |
| Uncommon Cents Investing LLC | 37,263 | $4.06M | 1.34% | −625−1.6% | Reduced |
| GSB Wealth Management, LLC | 37,240 | $4.06M | 1.25% | −264−0.7% | Reduced |
| Sepio Capital, LP | 37,085 | $4.04M | 0.34% | −7,392−16.6% | Reduced |
| NorthRock Partners, LLC | 36,786 | $4.04M | 0.17% | +10,708+41.1% | Added |
| First National Bank & Trust Co of Newtown | 37,010 | $4.03M | 0.87% | −150−0.4% | Reduced |
| Fred Alger Management, LLC | 36,995 | $4.03M | 0.02% | +2,612+7.6% | Added |
| Oak Harvest Investment Services | 36,947 | $4.03M | 0.80% | +3,742+11.3% | Added |
| GQG Partners LLC | 36,912 | $4.02M | 0.01% | −668−1.8% | Reduced |
| Essex Financial Services, Inc. | 36,817 | $4.01M | 0.41% | +218+0.6% | Added |
| White Pine Capital LLC | 36,786 | $4.01M | 1.55% | −2,525−6.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,750 | $4.01M | 0.83% | +718+2.0% | Added |
| Jackson Square Capital, LLC | 36,629 | $3.99M | 1.28% | +79+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 36,576 | $3.99M | 0.47% | +648+1.8% | Added |
| Allen Investment Management LLC | 36,424 | $3.97M | 0.05% | +60.0% | Added |
| Thoroughbred Financial Services, LLC | 36,412 | $3.97M | 0.32% | +3,125+9.4% | Added |
| Essex LLC | 36,370 | $3.97M | 0.99% | +3,454+10.5% | Added |
| Naples Money Management LLC | 36,334 | $3.96M | 3.71% | +36,334 | New |
| Graypoint LLC | 36,246 | $3.95M | 0.32% | +842+2.4% | Added |
| Family Legacy, Inc. | 36,216 | $3.95M | 1.51% | +60.0% | Added |
| Capital International Inc | 36,084 | $3.93M | 0.06% | +11,354+45.9% | Added |
| Costello Asset Management, INC | 36,057 | $3.93M | 3.26% | +2,937+8.9% | Added |
| Vise Technologies, Inc. | 36,005 | $3.93M | 0.84% | +22,884+174.4% | Added |
| Procyon Private Wealth Partners, LLC | 35,911 | $3.92M | 0.33% | −498−1.4% | Reduced |
| Gateway Advisory, LLC | 35,822 | $3.91M | 0.75% | +32,916+1,132.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 35,807 | $3.90M | 2.83% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 35,523 | $3.87M | 1.00% | −227−0.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 35,405 | $3.86M | 0.79% | −870−2.4% | Reduced |
| Asio Capital, LLC | 35,062 | $3.85M | 0.90% | +3,186+10.0% | Added |
| Altrius Capital Management Inc | 35,129 | $3.83M | 1.07% | +220+0.6% | Added |
| Kensington Investment Counsel, LLC | 35,060 | $3.82M | 2.00% | +5,393+18.2% | Added |
| Hancock Whitney Corp | 35,047 | $3.82M | 0.14% | −1,643−4.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 35,016 | $3.82M | 0.49% | −30,104−46.2% | Reduced |
| River & Mercantile Asset Management LLP | 35,000 | $3.82M | 0.72% | +35,000 | New |
| Opus Investment Management Inc | 35,000 | $3.82M | 2.19% | 00.0% | Unchanged |