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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 465,551 | $50.8M | 1.38% | −12,346−2.6% | Reduced |
| State of Alaska, Department of Revenue | 465,107 | $50.7M | 0.60% | −15,095−3.1% | Reduced |
| Birch Hill Investment Advisors LLC | 464,396 | $50.6M | 2.69% | −2270.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 463,105 | $50.5M | 1.13% | +54,684+13.4% | Added |
| Heritage Wealth Advisors | 458,352 | $50.0M | 2.48% | −29,037−6.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 454,465 | $49.5M | 4.11% | −381−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 451,302 | $49.2M | 0.21% | −7,497−1.6% | Reduced |
| Compass Capital Management, Inc | 448,107 | $48.9M | 3.46% | +12,400+2.8% | Added |
| Whittier Trust Co | 447,595 | $48.8M | 0.79% | +3,852+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 446,902 | $48.7M | 0.62% | −12,084−2.6% | Reduced |
| Czech National Bank | 443,893 | $48.4M | 0.69% | +387+0.1% | Added |
| Bradley Foster & Sargent Inc | 441,962 | $48.2M | 0.94% | −14,802−3.2% | Reduced |
| Utah Retirement Systems | 440,810 | $48.1M | 0.61% | +2,700+0.6% | Added |
| Nicholas Company, Inc. | 435,582 | $47.5M | 0.84% | −350.0% | Reduced |
| Intech Investment Management LLC | 424,899 | $46.3M | 0.67% | +11,117+2.7% | Added |
| Marathon Asset Mgmt Ltd | 421,993 | $46.3M | 1.30% | −13,641−3.1% | Reduced |
| Degroof Petercam Asset Management | 416,100 | $45.4M | 0.60% | +416,100 | New |
| Xponance, Inc. | 412,556 | $45.0M | 0.54% | +28,406+7.4% | Added |
| Systematic Alpha Investments, LLC | 410,682 | $44.8M | 2.01% | 00.0% | Unchanged |
| Rockland Trust Co | 408,479 | $44.5M | 2.44% | +11,868+3.0% | Added |
| Moran Wealth Management, LLC | 407,924 | $44.5M | 1.58% | +12,509+3.2% | Added |
| Sabal Trust CO | 407,658 | $44.4M | 2.73% | −16,308−3.8% | Reduced |
| Tiaa Trust, National Association | 407,617 | $44.4M | 0.15% | −10,892−2.6% | Reduced |
| Fiduciary Trust Co | 406,758 | $44.3M | 0.74% | +6,034+1.5% | Added |
| Douglass Winthrop Advisors, LLC | 404,816 | $44.1M | 0.99% | +5,112+1.3% | Added |
| Oppenheimer Asset Management Inc. | 404,752 | $44.1M | 0.61% | −4,678−1.1% | Reduced |
| Dearborn Partners LLC | 402,368 | $43.9M | 1.60% | −8,546−2.1% | Reduced |
| New York Life Investment Management LLC | 401,263 | $43.7M | 0.45% | +2,211+0.6% | Added |
| Perpetual Ltd | 400,804 | $43.7M | 0.45% | −144,340−26.5% | Reduced |
| M&G Investment Management Ltd | 400,616 | $43.7M | 0.26% | −6,060−1.5% | Reduced |
| Vestal Point Capital, LP | 400,000 | $43.6M | 4.62% | +400,000 | New |
| Cetera Advisor Networks LLC | 399,803 | $43.6M | 0.24% | −15,589−3.8% | Reduced |
| S&CO Inc | 399,532 | $43.6M | 3.34% | +2,645+0.7% | Added |
| Miller Howard Investments Inc | 397,478 | $43.3M | 1.51% | −283,388−41.6% | Reduced |
| Unigestion Holding SA | 389,667 | $42.5M | 2.34% | −95,444−19.7% | Reduced |
| Bokf, NA | 382,176 | $41.7M | 0.82% | −8,292−2.1% | Reduced |
| Welch & Forbes LLC | 380,846 | $41.5M | 0.63% | −12,375−3.1% | Reduced |
| Los Angeles Capital Management LLC | 376,302 | $41.0M | 0.15% | +92,146+32.4% | Added |
| Azimuth Capital Investment Management LLC | 375,012 | $40.9M | 1.84% | +93,941+33.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 374,082 | $40.8M | 0.73% | +374,082 | New |
| Vaughan David Investments LLC | 372,326 | $40.6M | 1.11% | +3,530+1.0% | Added |
| Tower Research Capital LLC (TRC) | 372,264 | $40.6M | 0.50% | +253,535+213.5% | Added |
| Cresset Asset Management, LLC | 366,591 | $40.2M | 0.24% | −906−0.2% | Reduced |
| Achmea Investment Management B.V. | 368,099 | $40.1M | 0.83% | −47,998−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 367,518 | $40.1M | 0.54% | +3,826+1.1% | Added |
| TownSquare Capital, LLC | 362,804 | $39.6M | 0.68% | −23,992−6.2% | Reduced |
| AIA Group Ltd | 360,465 | $39.3M | 1.61% | +45,797+14.6% | Added |
| Private Wealth Partners, LLC | 348,020 | $37.9M | 3.21% | +1,229+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 346,858 | $37.8M | 1.34% | +18,333+5.6% | Added |
| Becker Capital Management Inc | 336,553 | $37.0M | 1.33% | −8,032−2.3% | Reduced |
| Mutual of America Capital Management LLC | 338,689 | $36.9M | 0.43% | −16,000−4.5% | Reduced |
| Silvercrest Asset Management Group LLC | 337,818 | $36.8M | 0.26% | −673−0.2% | Reduced |
| Advisors Asset Management, Inc. | 336,879 | $36.7M | 0.75% | −80,867−19.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 334,166 | $36.4M | 0.73% | +261,901+362.4% | Added |
| Smith Chas P & Associates Pa Cpas | 333,743 | $36.4M | 2.40% | +4,421+1.3% | Added |
| Gunn & Co Investment Management, Inc. | 333,743 | $36.4M | 2.40% | +307,780+1,185.5% | Added |
| FIL Ltd | 333,236 | $36.3M | 0.04% | −76,737−18.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 332,700 | $36.3M | 1.43% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 332,150 | $36.2M | 0.57% | −16,512−4.7% | Reduced |
| Berkshire Asset Management LLC | 331,126 | $36.1M | 2.06% | −1,643−0.5% | Reduced |
| Banco Santander, S.A. | 329,676 | $35.9M | 0.42% | +31,014+10.4% | Added |
| Artia Global Partners LP | 329,200 | $35.9M | 14.20% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 327,845 | $35.7M | 3.00% | −16,948−4.9% | Reduced |
| Boston Common Asset Management, LLC | 326,548 | $35.6M | 0.81% | −73,026−18.3% | Reduced |
| WestEnd Advisors, LLC | 325,533 | $35.5M | 0.97% | −8,223−2.5% | Reduced |
| Private Advisor Group, LLC | 322,977 | $35.2M | 0.27% | −19,344−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 322,894 | $35.2M | 1.29% | −186,213−36.6% | Reduced |
| Glenview Trust Co | 321,823 | $35.1M | 0.86% | +2,727+0.9% | Added |
| Huntington National Bank | 321,678 | $35.1M | 0.32% | −8,432−2.6% | Reduced |
| Waters Parkerson & Co., LLC | 321,158 | $35.0M | 1.94% | −9,922−3.0% | Reduced |
| Daiwa Securities Group Inc. | 320,989 | $35.0M | 0.22% | +17,468+5.8% | Added |
| Davis R M Inc | 319,730 | $34.9M | 0.80% | −4,635−1.4% | Reduced |
| Raymond James Trust N.A. | 318,936 | $34.8M | 0.92% | +12,367+4.0% | Added |
| Meyer Handelman Co | 317,825 | $34.6M | 1.35% | −36,845−10.4% | Reduced |
| Yousif Capital Management, LLC | 317,466 | $34.6M | 0.41% | −14,937−4.5% | Reduced |
| Cannell Peter B & Co Inc | 315,918 | $34.4M | 1.09% | +2,315+0.7% | Added |
| Capital Investment Advisors, LLC | 315,419 | $34.4M | 0.86% | +273+0.1% | Added |
| Twin Tree Management, LP | 315,121 | $34.4M | 0.62% | +296,337+1,577.6% | Added |
| Klingenstein Fields & Co LP | 312,919 | $34.1M | 1.52% | −2,457−0.8% | Reduced |
| Gabelli Funds LLC | 312,276 | $34.0M | 0.26% | −16,475−5.0% | Reduced |
| Tobam | 307,928 | $33.6M | 2.94% | −47,419−13.3% | Reduced |
| Grandfield & Dodd, LLC | 307,048 | $33.5M | 2.31% | −450−0.1% | Reduced |
| Abn Amro Investment Solutions | 306,343 | $33.4M | 0.59% | −56,085−15.5% | Reduced |
| Flputnam Investment Management Co | 305,093 | $33.3M | 0.78% | +16,930+5.9% | Added |
| Synovus Financial Corp | 304,525 | $33.2M | 0.47% | −100,839−24.9% | Reduced |
| Nissay Asset Management Corp | 304,034 | $33.1M | 0.27% | −6,594−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 301,924 | $32.9M | 0.04% | −30,806−9.3% | Reduced |
| Meitav Dash Investments Ltd | 298,731 | $32.5M | 0.48% | +289,971+3,310.2% | Added |
| Deprince Race & Zollo Inc | 295,660 | $32.2M | 0.73% | +26,366+9.8% | Added |
| GW&K Investment Management, LLC | 295,522 | $32.2M | 0.30% | +45,877+18.4% | Added |
| Schechter Investment Advisors, LLC | 295,102 | $32.2M | 2.79% | −1,095−0.4% | Reduced |
| Adviser Investments LLC | 293,682 | $32.0M | 0.46% | +159,612+119.1% | Added |
| Todd Asset Management LLC | 293,432 | $32.0M | 0.71% | −203,119−40.9% | Reduced |
| Cardinal Capital Management, Inc. | 292,406 | $31.9M | 1.51% | −8,939−3.0% | Reduced |
| Vestcor Inc | 292,398 | $31.9M | 1.08% | −1,091−0.4% | Reduced |
| British Columbia Investment Management Corp | 292,098 | $31.8M | 0.26% | +61,191+26.5% | Added |
| Transcend Wealth Collective, LLC | 291,094 | $31.7M | 2.82% | +475+0.2% | Added |
| Howard Capital Management Group, LLC | 290,607 | $31.7M | 2.75% | −1,705−0.6% | Reduced |
| Bellevue Group AG | 290,206 | $31.6M | 0.48% | −1,690−0.6% | Reduced |
| Highland Capital Management, LLC | 290,036 | $31.6M | 1.96% | −2,241−0.8% | Reduced |