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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 289,729 | $31.6M | 0.38% | +10,061+3.6% | Added |
| Pictet & Cie (Europe) SA | 289,427 | $31.6M | 0.93% | +5,970+2.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 299,433 | $31.5M | 0.43% | +299,433 | New |
| Davenport & Co LLC | 288,717 | $31.5M | 0.22% | +1,063+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 287,382 | $31.3M | 0.65% | −116,543−28.9% | Reduced |
| Chartwell Investment Partners, LLC | 282,297 | $30.8M | 1.08% | +8,365+3.1% | Added |
| Heritage Investors Management Corp | 278,865 | $30.4M | 1.15% | +4,281+1.6% | Added |
| St. James Investment Company, LLC | 277,226 | $30.2M | 4.90% | −21,009−7.0% | Reduced |
| Edgar Lomax Co | 277,069 | $30.2M | 1.97% | −11,375−3.9% | Reduced |
| Campbell Newman Asset Management Inc | 276,606 | $30.2M | 2.60% | −4,326−1.5% | Reduced |
| RWC Asset Management LLP | 273,969 | $29.9M | 1.81% | −15,627−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 268,691 | $29.3M | 0.62% | −63,636−19.1% | Reduced |
| Pinnacle Financial Partners Inc | 266,962 | $29.1M | 0.69% | −40,819−13.3% | Reduced |
| Northwest & Ethical Investments L.P. | 265,458 | $28.9M | 0.89% | −8,831−3.2% | Reduced |
| Hudson Bay Capital Management LP | 264,980 | $28.9M | 0.25% | +264,980 | New |
| Ilmarinen Mutual Pension Insurance Co | 262,000 | $28.6M | 0.39% | −32,000−10.9% | Reduced |
| Rafferty Asset Management, LLC | 261,903 | $28.6M | 0.12% | −6,258−2.3% | Reduced |
| Kestra Advisory Services, LLC | 261,897 | $28.6M | 0.23% | +22,385+9.3% | Added |
| Letko, Brosseau & Associates Inc | 261,449 | $28.5M | 0.52% | −7,760−2.9% | Reduced |
| Ingalls & Snyder LLC | 259,578 | $28.3M | 1.28% | −12,001−4.4% | Reduced |
| Umb Bank N A | 255,979 | $27.9M | 0.41% | −3,915−1.5% | Reduced |
| Scotia Capital Inc. | 255,702 | $27.9M | 0.18% | +1,216+0.5% | Added |
| Atria Investments LLC | 254,572 | $27.8M | 0.43% | +9,005+3.7% | Added |
| Thompson Siegel & Walmsley LLC | 254,453 | $27.7M | 0.45% | −5,397−2.1% | Reduced |
| South Dakota Investment Council | 252,032 | $27.5M | 0.58% | +3,794+1.5% | Added |
| Roffman Miller Associates Inc | 251,349 | $27.4M | 1.96% | +12,364+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 250,938 | $27.4M | 0.36% | −44,268−15.0% | Reduced |
| TD Waterhouse Canada Inc. | 202,229 | $27.1M | 0.25% | −2,421−1.2% | Reduced |
| Salem Investment Counselors Inc | 244,590 | $26.8M | 0.92% | +5,348+2.2% | Added |
| Prudential PLC | 243,794 | $26.6M | 0.28% | −24,444−9.1% | Reduced |
| Chilton Capital Management LLC | 243,013 | $26.5M | 1.35% | +207,243+579.4% | Added |
| Pacer Advisors, Inc. | 241,781 | $26.4M | 0.07% | +71,517+42.0% | Added |
| WSFS Capital Management, LLC | 240,703 | $26.2M | 1.64% | +13,339+5.9% | Added |
| United Capital Financial Advisers, LLC | 240,619 | $26.2M | 0.22% | −277,085−53.5% | Reduced |
| Kingsview Wealth Management, LLC | 240,523 | $26.2M | 0.78% | +156,563+186.5% | Added |
| Wesbanco Bank Inc | 239,295 | $26.1M | 1.48% | −107,279−31.0% | Reduced |
| Ethic Inc. | 239,237 | $26.1M | 0.77% | +14,261+6.3% | Added |
| Wealthfront Advisers LLC | 237,758 | $25.9M | 0.10% | −11,547−4.6% | Reduced |
| Cambridge Trust Co | 235,718 | $25.7M | 1.07% | −267−0.1% | Reduced |
| Poplar Forest Capital LLC | 234,854 | $25.6M | 3.72% | −98,453−29.5% | Reduced |
| Alpha Cubed Investments, LLC | 233,145 | $25.4M | 1.42% | −9,117−3.8% | Reduced |
| Van Eck Associates Corp | 233,123 | $25.4M | 0.05% | −406,270−63.5% | Reduced |
| Brown Brothers Harriman & Co | 231,193 | $25.2M | 0.21% | −32,555−12.3% | Reduced |
| Willis Investment Counsel | 231,045 | $25.2M | 1.77% | −700−0.3% | Reduced |
| CapWealth Advisors, LLC | 226,494 | $24.7M | 3.01% | −1,406−0.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 225,000 | $24.5M | 0.47% | +225,000 | New |
| Whittier Trust Co of Nevada Inc | 224,760 | $24.5M | 0.78% | −217−0.1% | Reduced |
| Stack Financial Management, Inc | 223,596 | $24.4M | 2.75% | −6,646−2.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 221,657 | $24.2M | 1.51% | +151,636+216.6% | Added |
| Elo Mutual Pension Insurance Co | 221,542 | $24.2M | 0.65% | +9,169+4.3% | Added |
| Bruce & Co., Inc. | 220,700 | $24.1M | 8.40% | 00.0% | Unchanged |
| Laurion Capital Management LP | 220,390 | $24.0M | 0.86% | +220,390 | New |
| Wade G W & Inc | 218,549 | $23.8M | 0.77% | +3,182+1.5% | Added |
| Annex Advisory Services, LLC | 218,356 | $23.8M | 0.99% | +35,717+19.6% | Added |
| JustInvest LLC | 216,098 | $23.6M | 0.60% | +7,330+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 215,001 | $23.5M | 0.38% | +3,723+1.8% | Added |
| Bartlett & Co. LLC | 215,001 | $23.5M | 0.38% | +3,723+1.8% | Added |
| Cetera Investment Advisers | 215,885 | $23.5M | 0.19% | −15,324−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 215,521 | $23.5M | 0.60% | +12,477+6.1% | Added |
| Braun Stacey Associates Inc | 215,122 | $23.5M | 1.05% | −5,496−2.5% | Reduced |
| Boothbay Fund Management, LLC | 214,280 | $23.4M | 0.87% | +11,638+5.7% | Added |
| Destination Wealth Management | 214,222 | $23.4M | 0.81% | −3,998−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 213,006 | $23.2M | 0.65% | −27,884−11.6% | Reduced |
| Citizens Financial Group Inc | 210,744 | $23.0M | 0.79% | +17,532+9.1% | Added |
| Eastern Bank | 210,650 | $23.0M | 1.04% | −343−0.2% | Reduced |
| First Manhattan Co | 210,506 | $23.0M | 0.08% | −6,449−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 210,359 | $22.9M | 0.35% | +38,115+22.1% | Added |
| Van Hulzen Asset Management, LLC | 209,462 | $22.8M | 1.61% | −426−0.2% | Reduced |
| Blackhill Capital Inc | 208,500 | $22.7M | 1.82% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 208,207 | $22.7M | 4.13% | +65,389+45.8% | Added |
| Smith, Salley & Associates | 207,975 | $22.7M | 1.47% | +3,480+1.7% | Added |
| JPB Foundation | 207,317 | $22.6M | 2.42% | +207,317 | New |
| First National Trust Co | 207,256 | $22.6M | 0.99% | −15,739−7.1% | Reduced |
| Summit Global Investments | 205,106 | $22.4M | 1.46% | +38,497+23.1% | Added |
| General American Investors Co Inc | 204,326 | $22.3M | 1.84% | +25,000+13.9% | Added |
| Norris Perne & French LLP | 203,168 | $22.1M | 1.71% | +29,452+17.0% | Added |
| Kentucky Retirement Systems | 202,749 | $22.1M | 0.69% | +883+0.4% | Added |
| Erste Asset Management GmbH | 202,395 | $22.0M | 0.32% | −94,090−31.7% | Reduced |
| Quantitative Investment Management, LLC | 200,444 | $21.9M | 1.26% | +200,444 | New |
| Central Securities Corp | 200,000 | $21.8M | 2.37% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 197,277 | $21.6M | 0.27% | +228+0.1% | Added |
| Oppenheimer & Co Inc | 198,275 | $21.6M | 0.40% | −15,213−7.1% | Reduced |
| Oregon Public Employees Retirement Fund | 197,810 | $21.6M | 0.38% | −358,051−64.4% | Reduced |
| Maryland State Retirement & Pension System | 197,758 | $21.6M | 0.44% | +2,104+1.1% | Added |
| TCTC Holdings, LLC | 197,473 | $21.5M | 0.79% | +893+0.5% | Added |
| Foundation Resource Management Inc | 196,623 | $21.4M | 3.41% | −3,200−1.6% | Reduced |
| Richard C. Young & CO., LTD. | 195,929 | $21.4M | 2.86% | +1,859+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 195,836 | $21.4M | 0.20% | −3,020−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 195,500 | $21.3M | 0.24% | −107,426−35.5% | Reduced |
| Circle Wealth Management, LLC | 193,669 | $21.1M | 0.54% | +18,388+10.5% | Added |
| Godsey & Gibb Associates | 193,382 | $21.1M | 2.39% | +2,049+1.1% | Added |
| Baldwin Brothers Inc | 192,571 | $21.0M | 1.65% | +6,307+3.4% | Added |
| First Horizon Advisors, Inc. | 191,900 | $20.9M | 0.69% | −795−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 191,514 | $20.9M | 0.43% | +6,915+3.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 190,073 | $20.7M | 1.60% | +190,073 | New |
| Avalon Trust Co | 189,874 | $20.7M | 1.89% | +944+0.5% | Added |
| Brinker Capital Investments, LLC | 174,626 | $20.5M | 0.24% | −13,125−7.0% | Reduced |
| Orion Portfolio Solutions, LLC | 174,626 | $20.5M | 0.24% | −13,125−7.0% | Reduced |
| Alaska Permanent Fund Corp | 187,843 | $20.5M | 0.34% | +6,269+3.5% | Added |
| Hyman Charles D | 186,076 | $20.3M | 1.21% | +3,191+1.7% | Added |