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 |
|---|---|---|---|---|---|
| TSP Capital Management Group, LLC | 34,976 | $3.81M | 1.32% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 34,902 | $3.81M | 3.16% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 34,895 | $3.80M | 1.36% | +470+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,880 | $3.80M | 0.75% | +1,959+6.0% | Added |
| Pegasus Asset Management, Inc. | 34,856 | $3.80M | 1.63% | +150.0% | Added |
| Signature Wealth Management Group | 34,828 | $3.80M | 1.76% | +34,828 | New |
| St Germain D J Co Inc | 34,753 | $3.79M | 0.20% | −1,066−3.0% | Reduced |
| Ziegler Capital Management, LLC | 34,587 | $3.77M | 0.17% | −2,742−7.3% | Reduced |
| Lodestone Wealth Management LLC | 34,537 | $3.77M | 2.19% | +47+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 34,536 | $3.77M | 0.13% | −7,548−17.9% | Reduced |
| Washington Trust Co | 34,495 | $3.76M | 0.15% | −810−2.3% | Reduced |
| South State Corp. | 34,482 | $3.76M | 0.32% | −1,304−3.6% | Reduced |
| Cornercap Investment Counsel Inc | 34,459 | $3.76M | 0.61% | +428+1.3% | Added |
| River Wealth Advisors LLC | 34,422 | $3.75M | 0.60% | +1,051+3.1% | Added |
| Keene & Associates, Inc. | 34,389 | $3.75M | 3.11% | −358−1.0% | Reduced |
| Stonebrook Private Inc. | 34,373 | $3.75M | 1.25% | +34,373 | New |
| 3Chopt Investment Partners, LLC | 34,071 | $3.74M | 1.38% | +586+1.8% | Added |
| Nelson Capital Management, LLC | 34,283 | $3.74M | 0.84% | −825−2.3% | Reduced |
| Tealwood Asset Management Inc | 34,280 | $3.74M | 1.78% | −206−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 34,167 | $3.72M | 1.73% | +1,223+3.7% | Added |
| Trivant Custom Portfolio Group, LLC | 34,148 | $3.72M | 2.48% | −91−0.3% | Reduced |
| First Financial Bank - Trust Division | 34,035 | $3.71M | 0.38% | −783−2.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.71M | 1.29% | 00.0% | Unchanged |
| Girard Partners Ltd. | 33,971 | $3.70M | 0.38% | −829−2.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 33,702 | $3.67M | 3.50% | −238−0.7% | Reduced |
| Schnieders Capital Management LLC | 33,691 | $3.67M | 0.81% | −4,394−11.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,691 | $3.67M | 0.80% | −197−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 33,663 | $3.67M | 0.42% | −1,515−4.3% | Reduced |
| Court Place Advisors, LLC | 33,631 | $3.67M | 1.21% | −298−0.9% | Reduced |
| Arvest Trust Co N A | 33,615 | $3.66M | 0.22% | −2,587−7.1% | Reduced |
| Fidelis Capital Partners, LLC | 33,387 | $3.64M | 0.81% | +12,534+60.1% | Added |
| Iowa State Bank | 33,096 | $3.61M | 0.87% | +980+3.1% | Added |
| Warren Averett Asset Management, LLC | 33,040 | $3.60M | 0.13% | −21,889−39.8% | Reduced |
| Pettee Investors, Inc. | 32,958 | $3.59M | 1.59% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 32,940 | $3.59M | 2.61% | −873−2.6% | Reduced |
| Quadrant Capital Group LLC | 32,926 | $3.59M | 0.31% | −427−1.3% | Reduced |
| Marathon Capital Management | 32,704 | $3.57M | 0.90% | −375−1.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 32,676 | $3.56M | 0.45% | +2,300+7.6% | Added |
| Capital Group Private Client Services, Inc. | 32,659 | $3.56M | 0.04% | −10,020−23.5% | Reduced |
| Allegheny Financial Group LTD | 32,576 | $3.55M | 1.14% | +774+2.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,564 | $3.55M | 2.84% | +10.0% | Added |
| Alpha Omega Wealth Management LLC | 32,432 | $3.54M | 0.59% | +100.0% | Added |
| Richard P Slaughter Associates Inc | 32,313 | $3.52M | 0.88% | +18,781+138.8% | Added |
| Secure Asset Management, LLC | 32,292 | $3.52M | 0.95% | −453−1.4% | Reduced |
| Quadcap Wealth Management, LLC | 32,080 | $3.50M | 0.90% | +32,080 | New |
| Moody National Bank Trust Division | 32,040 | $3.49M | 0.27% | −30,797−49.0% | Reduced |
| GM Advisory Group, Inc. | 31,963 | $3.48M | 0.26% | +11,342+55.0% | Added |
| IHT Wealth Management, LLC | 31,954 | $3.48M | 0.16% | +836+2.7% | Added |
| Intrust Bank NA | 31,947 | $3.48M | 0.40% | −2,975−8.5% | Reduced |
| Means Investment Co., Inc. | 31,764 | $3.46M | 0.50% | −252−0.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 31,740 | $3.46M | 0.19% | −4,060−11.3% | Reduced |
| Marietta Investment Partners LLC | 31,725 | $3.46M | 0.86% | +715+2.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.46M | 0.89% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 31,652 | $3.45M | 1.07% | +110.0% | Added |
| Stokes Capital Advisors, LLC | 31,636 | $3.45M | 1.09% | +364+1.2% | Added |
| Essex Savings Bank | 31,629 | $3.45M | 1.00% | +2,132+7.2% | Added |
| Adell Harriman & Carpenter Inc | 31,611 | $3.45M | 0.32% | +5,352+20.4% | Added |
| Main Street Financial Solutions, LLC | 31,580 | $3.44M | 0.44% | −1,247−3.8% | Reduced |
| Strengthening Families & Communities, LLC | 31,503 | $3.43M | 2.38% | +1,717+5.8% | Added |
| Madison Asset Management, LLC | 31,486 | $3.43M | 0.05% | −314−1.0% | Reduced |
| Atlantic Trust, LLC | 31,479 | $3.43M | 0.94% | −1,160−3.6% | Reduced |
| Abbot Financial Management, Inc. | 31,376 | $3.42M | 2.06% | +1,077+3.6% | Added |
| Romano Brothers and Company | 31,372 | $3.42M | 0.51% | −2,129−6.4% | Reduced |
| Blue Fin Capital, Inc. | 31,288 | $3.41M | 0.88% | −167−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 31,024 | $3.41M | 0.77% | −760−2.4% | Reduced |
| Red Cedar Investment Management, LLC | 31,230 | $3.40M | 0.49% | 00.0% | Unchanged |
| Brighton Jones LLC | 31,196 | $3.40M | 0.14% | +2,473+8.6% | Added |
| Wilkinson Global Asset Management LLC | 31,125 | $3.39M | 0.23% | −248−0.8% | Reduced |
| Financial Advisory Service, Inc. | 31,109 | $3.39M | 0.32% | +2,839+10.0% | Added |
| Broadwater Capital Management LLC | 31,032 | $3.38M | 2.65% | +31,032 | New |
| EagleClaw Capital Managment, LLC | 31,018 | $3.38M | 0.70% | −45−0.1% | Reduced |
| American National Bank | 30,887 | $3.37M | 0.53% | +8,152+35.9% | Added |
| Fairhaven Wealth Management, LLC | 30,885 | $3.37M | 1.23% | +545+1.8% | Added |
| Inscription Capital, LLC | 30,839 | $3.36M | 0.92% | +1,922+6.6% | Added |
| Delta Financial Group, Inc. | 30,795 | $3.36M | 1.06% | −358−1.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 30,727 | $3.35M | 1.39% | +30,727 | New |
| Callahan Advisors, LLC | 30,581 | $3.33M | 0.39% | +80.0% | Added |
| Quantbot Technologies LP | 30,577 | $3.33M | 0.19% | +19,750+182.4% | Added |
| Sumitomo Life Insurance Co | 30,576 | $3.33M | 0.10% | −1,588−4.9% | Reduced |
| Financial Partners Group, LLC | 30,538 | $3.33M | 1.51% | −1,242−3.9% | Reduced |
| Aries Wealth Management | 30,471 | $3.32M | 1.18% | −1,076−3.4% | Reduced |
| BFSG, LLC | 30,458 | $3.32M | 0.48% | −580−1.9% | Reduced |
| StoneX Group Inc. | 30,258 | $3.32M | 0.33% | +3,683+13.9% | Added |
| Wedmont Private Capital | 28,240 | $3.31M | 0.27% | +2,451+9.5% | Added |
| Addison Capital Co | 30,367 | $3.31M | 2.05% | +24,571+423.9% | Added |
| Harbor Investment Advisory, LLC | 30,335 | $3.31M | 0.38% | +1,393+4.8% | Added |
| Silvant Capital Management LLC | 30,074 | $3.30M | 0.18% | −64−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,223 | $3.29M | 0.25% | −12,047−28.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 30,215 | $3.29M | 0.03% | −3,360−10.0% | Reduced |
| Money Concepts Capital Corp | 30,195 | $3.29M | 0.31% | −333−1.1% | Reduced |
| Benjamin Edwards Inc | 30,152 | $3.29M | 0.72% | −86−0.3% | Reduced |
| Brevan Howard Capital Management LP | 30,149 | $3.29M | 0.33% | +30,149 | New |
| Eisler Capital (UK) Ltd. | 30,122 | $3.28M | 0.30% | +30,122 | New |
| SFMG, LLC | 30,052 | $3.28M | 0.30% | +45+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 30,014 | $3.27M | 0.84% | +1,593+5.6% | Added |
| Waldron Private Wealth LLC | 29,800 | $3.27M | 0.16% | −8,676−22.5% | Reduced |
| Independent Financial Group, LLC | 30,008 | $3.27M | 0.17% | −1,642−5.2% | Reduced |
| Nicollet Investment Management, Inc. | 29,924 | $3.26M | 1.33% | −959−3.1% | Reduced |
| Welch Group, LLC | 29,810 | $3.25M | 0.18% | −270−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 29,786 | $3.25M | 0.35% | −5,649−15.9% | Reduced |