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 |
|---|---|---|---|---|---|
| Stillwater Capital Advisors, LLC | 185,914 | $20.3M | 3.25% | −844−0.5% | Reduced |
| Longbow Finance SA | 185,892 | $20.3M | 2.06% | −67,437−26.6% | Reduced |
| Neville Rodie & Shaw Inc | 185,613 | $20.2M | 1.65% | −2,355−1.3% | Reduced |
| Dana Investment Advisors, Inc. | 184,289 | $20.1M | 0.97% | −24,140−11.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 179,323 | $19.5M | 0.93% | +175+0.1% | Added |
| Bollard Group LLC | 178,289 | $19.4M | 0.68% | +1,119+0.6% | Added |
| Skba Capital Management LLC | 177,635 | $19.4M | 3.26% | +12,300+7.4% | Added |
| Jones Financial Companies LLLP | 177,384 | $19.3M | 0.03% | +6,158+3.6% | Added |
| Argent Trust Co | 176,452 | $19.2M | 0.96% | −741−0.4% | Reduced |
| EP Wealth Advisors, LLC | 175,654 | $19.1M | 0.24% | −12,234−6.5% | Reduced |
| Everett Harris & Co | 175,489 | $19.1M | 0.27% | +8,398+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 175,259 | $19.1M | 1.05% | +110+0.1% | Added |
| Vident Advisory, LLC | 174,634 | $19.0M | 0.48% | −551−0.3% | Reduced |
| Hantz Financial Services, Inc. | 173,771 | $18.9M | 0.41% | −23,108−11.7% | Reduced |
| GW Henssler & Associates Ltd | 173,343 | $18.9M | 1.25% | −4,404−2.5% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $18.8M | 1.28% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 172,898 | $18.8M | 0.30% | +58,930+51.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 172,410 | $18.8M | 1.28% | +164,042+1,960.3% | Added |
| J. Goldman & Co LP | 172,028 | $18.8M | 1.05% | −131,167−43.3% | Reduced |
| Andra AP-fonden | 170,900 | $18.6M | 0.99% | +96,000+128.2% | Added |
| Hartford Investment Management Co | 170,728 | $18.6M | 0.69% | −3,712−2.1% | Reduced |
| Montag A & Associates Inc | 169,438 | $18.6M | 1.04% | +653+0.4% | Added |
| McGowan Group Asset Management, Inc. | 170,247 | $18.6M | 2.98% | −3,578−2.1% | Reduced |
| Wilkins Investment Counsel Inc | 170,232 | $18.6M | 4.53% | −420−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 169,960 | $18.5M | 0.23% | +111,706+191.8% | Added |
| Zimmer Partners, LP | 170,000 | $18.5M | 0.68% | −115,900−40.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 167,092 | $18.2M | 0.33% | −75,854−31.2% | Reduced |
| Sonora Investment Management Group, LLC | 167,028 | $18.2M | 1.48% | +2,104+1.3% | Added |
| Payden & Rygel | 166,850 | $18.2M | 1.32% | 00.0% | Unchanged |
| Suncoast Equity Management | 165,493 | $18.0M | 2.38% | +1,886+1.2% | Added |
| Logan Capital Management Inc | 165,106 | $18.0M | 0.84% | +340.0% | Added |
| Stratos Wealth Partners, LTD. | 164,625 | $17.9M | 0.33% | −11,091−6.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 164,143 | $17.9M | 0.07% | +145+0.1% | Added |
| Associated Banc-Corp | 163,985 | $17.9M | 0.62% | −4,847−2.9% | Reduced |
| Forbes J M & Co LLP | 163,749 | $17.9M | 2.07% | +3,291+2.1% | Added |
| Novare Capital Management LLC | 162,463 | $17.7M | 1.80% | +7,608+4.9% | Added |
| Smith Group Asset Management, LLC | 162,210 | $17.7M | 1.03% | +162,210 | New |
| Walleye Capital LLC | 160,950 | $17.5M | 0.25% | −44,792−21.8% | Reduced |
| Dodge & Cox | 160,945 | $17.5M | 0.01% | −2,850−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 160,560 | $17.5M | 0.66% | −7,585−4.5% | Reduced |
| Securian Asset Management, Inc | 160,488 | $17.5M | 0.50% | −21,609−11.9% | Reduced |
| Perigon Wealth Management, LLC | 159,990 | $17.4M | 0.57% | +44,738+38.8% | Added |
| Parthenon LLC | 158,883 | $17.3M | 2.39% | −1,596−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 158,631 | $17.3M | 1.62% | +1,969+1.3% | Added |
| Prospector Partners LLC | 158,187 | $17.2M | 2.17% | +610+0.4% | Added |
| Capital International Investors | 157,905 | $17.2M | 0.00% | +4,069+2.6% | Added |
| Ardevora Asset Management LLP | 157,288 | $17.1M | 1.53% | −119,118−43.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 155,542 | $17.0M | 1.76% | +54,212+53.5% | Added |
| Quest Investment Management LLC | 155,097 | $16.9M | 2.12% | +18,688+13.7% | Added |
| MAI Capital Management | 154,905 | $16.9M | 0.22% | +536+0.3% | Added |
| ExodusPoint Capital Management, LP | 153,655 | $16.8M | 0.21% | −463,994−75.1% | Reduced |
| Louisiana State Employees Retirement System | 153,200 | $16.7M | 0.35% | −4,000−2.5% | Reduced |
| Congress Wealth Management LLC | 153,003 | $16.7M | 0.31% | +15,340+11.1% | Added |
| Bridgeway Capital Management, LLC | 152,993 | $16.7M | 0.36% | +34,562+29.2% | Added |
| Applied Finance Capital Management, LLC | 152,919 | $16.7M | 1.45% | +16,209+11.9% | Added |
| Cadinha & Co LLC | 152,284 | $16.6M | 2.65% | +243+0.2% | Added |
| Cohen Klingenstein LLC | 151,580 | $16.5M | 0.68% | −145−0.1% | Reduced |
| Credit Agricole S A | 151,396 | $16.5M | 0.34% | +83,611+123.3% | Added |
| Wescott Financial Advisory Group, LLC | 150,608 | $16.4M | 2.30% | −1,290−0.8% | Reduced |
| Ledyard National Bank | 147,695 | $16.1M | 1.66% | +614+0.4% | Added |
| National Asset Management, Inc. | 146,629 | $16.1M | 0.43% | −15,946−9.8% | Reduced |
| Rhenman & Partners Asset Management AB | 147,500 | $16.1M | 1.61% | −42,500−22.4% | Reduced |
| Empower Advisory Group, LLC | 146,380 | $16.0M | 0.06% | −5,476−3.6% | Reduced |
| Bragg Financial Advisors, Inc | 145,916 | $15.9M | 0.76% | −2,633−1.8% | Reduced |
| Central Trust Co | 145,756 | $15.9M | 0.42% | +1,333+0.9% | Added |
| Metis Global Partners, LLC | 145,574 | $15.9M | 0.63% | +16,730+13.0% | Added |
| RMB Capital Management, LLC | 145,516 | $15.9M | 0.48% | +9,464+7.0% | Added |
| AustralianSuper Pty Ltd | 145,092 | $15.8M | 0.09% | +145,092 | New |
| Lombard Odier Asset Management (Switzerland) SA | 144,324 | $15.7M | 2.10% | +7,230+5.3% | Added |
| Gotham Asset Management, LLC | 144,208 | $15.7M | 0.29% | +53,836+59.6% | Added |
| ARS Wealth Advisors Group, LLC | 144,061 | $15.7M | 2.33% | +45,138+45.6% | Added |
| Davy Global Fund Management Ltd | 144,028 | $15.7M | 1.85% | +58,170+67.8% | Added |
| Massmutual Trust Co FSB | 143,095 | $15.6M | 0.52% | −81−0.1% | Reduced |
| Bourgeon Capital Management LLC | 142,419 | $15.5M | 3.43% | −592−0.4% | Reduced |
| Blue Chip Partners, Inc. | 142,375 | $15.5M | 1.62% | +15,757+12.4% | Added |
| Moors & Cabot, Inc. | 142,047 | $15.5M | 0.96% | −1,221−0.9% | Reduced |
| Motco | 141,816 | $15.5M | 0.99% | −7,250−4.9% | Reduced |
| Goelzer Investment Management, Inc. | 141,581 | $15.4M | 0.99% | −1,280−0.9% | Reduced |
| Abner Herrman & Brock LLC | 141,537 | $15.4M | 2.17% | −2,521−1.7% | Reduced |
| Washington Trust Bank | 141,157 | $15.4M | 1.36% | −1,781−1.2% | Reduced |
| Gratus Capital LLC | 140,955 | $15.4M | 0.87% | +40,073+39.7% | Added |
| Columbia Asset Management | 140,020 | $15.3M | 3.12% | −1,281−0.9% | Reduced |
| Moore Capital Management, LP | 140,000 | $15.3M | 0.37% | +115,000+460.0% | Added |
| Alley Investment Management Company, LLC | 139,940 | $15.3M | 2.23% | +7,434+5.6% | Added |
| Congress Asset Management Co | 138,991 | $15.2M | 0.12% | −5,235−3.6% | Reduced |
| Lido Advisors, LLC | 137,824 | $15.1M | 0.15% | +3,533+2.6% | Added |
| Middleton & Co Inc | 138,017 | $15.0M | 1.88% | +4,012+3.0% | Added |
| Charter Trust Co | 137,403 | $15.0M | 1.12% | +412+0.3% | Added |
| Wesleyan Assurance Society | 136,371 | $14.9M | 1.47% | 00.0% | Unchanged |
| Cutter Capital Management, LP | 136,098 | $14.8M | 7.09% | +136,098 | New |
| CCM Investment Advisers LLC | 135,932 | $14.8M | 1.82% | +2,235+1.7% | Added |
| Shelton Capital Management | 135,730 | $14.8M | 0.47% | +30,038+28.4% | Added |
| Beck Mack & Oliver LLC | 134,461 | $14.7M | 0.34% | −599−0.4% | Reduced |
| Ar Asset Management Inc | 134,320 | $14.6M | 3.84% | −250−0.2% | Reduced |
| Intact Investment Management Inc. | 134,100 | $14.6M | 0.59% | +5,400+4.2% | Added |
| Calamos Wealth Management LLC | 134,092 | $14.6M | 0.92% | −1,139−0.8% | Reduced |
| Easterly Investment Partners LLC | 133,240 | $14.5M | 1.55% | −2,666−2.0% | Reduced |
| Karpas Strategies, LLC | 132,934 | $14.5M | 4.79% | +79+0.1% | Added |
| Granite Bay Wealth Management, LLC | 139,041 | $14.4M | 0.13% | 00.0% | Unchanged |
| Black Creek Investment Management Inc. | 132,300 | $14.4M | 0.47% | −80,000−37.7% | Reduced |