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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 132,258 | $14.4M | 0.53% | −1,386−1.0% | Reduced |
| New Mexico Educational Retirement Board | 131,986 | $14.4M | 0.55% | 00.0% | Unchanged |
| Diversified Trust Co | 131,829 | $14.4M | 0.48% | +27,304+26.1% | Added |
| LMCG Investments, LLC | 131,774 | $14.4M | 0.89% | −1,584−1.2% | Reduced |
| Edge Capital Group, LLC | 131,724 | $14.4M | 0.80% | +10,365+8.5% | Added |
| FineMark National Bank & Trust | 131,140 | $14.3M | 0.58% | −2,109−1.6% | Reduced |
| Eagle Global Advisors LLC | 130,667 | $14.2M | 0.86% | −11,466−8.1% | Reduced |
| Cornerstone Advisors, LLC | 130,600 | $14.2M | 0.63% | −17,200−11.6% | Reduced |
| Connors Investor Services Inc | 129,901 | $14.2M | 1.59% | +6,374+5.2% | Added |
| Fishman Jay A Ltd | 129,901 | $14.2M | 1.62% | +4,965+4.0% | Added |
| Patten & Patten Inc | 129,196 | $14.1M | 1.16% | −6,567−4.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 129,127 | $14.1M | 0.07% | +11,722+10.0% | Added |
| Stonebridge Capital Advisors LLC | 128,309 | $14.0M | 1.40% | +4,464+3.6% | Added |
| Omers Administration Corp | 128,248 | $14.0M | 0.18% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 128,213 | $14.0M | 3.06% | −2,229−1.7% | Reduced |
| Park Avenue Securities LLC | 128,126 | $14.0M | 0.19% | −15,401−10.7% | Reduced |
| Old National Bancorp | 127,815 | $13.9M | 0.37% | −5,512−4.1% | Reduced |
| Woodstock Corp | 127,590 | $13.9M | 1.61% | −363−0.3% | Reduced |
| Boston Private Wealth LLC | 127,296 | $13.9M | 0.34% | −12,226−8.8% | Reduced |
| Greenwood Gearhart Inc | 127,060 | $13.9M | 1.48% | −26,001−17.0% | Reduced |
| Parsons Capital Management Inc | 126,811 | $13.8M | 0.99% | −1,233−1.0% | Reduced |
| Marex Group plc | 125,492 | $13.7M | 0.54% | +122,609+4,252.8% | Added |
| M&R Capital Management Inc | 125,465 | $13.7M | 3.42% | −1,511−1.2% | Reduced |
| American Assets Investment Management, LLC | 125,000 | $13.6M | 1.41% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 124,684 | $13.6M | 0.52% | −4,120−3.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 124,514 | $13.6M | 0.16% | −3,574−2.8% | Reduced |
| Wetherby Asset Management Inc | 124,350 | $13.6M | 0.71% | +933+0.8% | Added |
| Foundry Partners, LLC | 124,025 | $13.5M | 0.81% | −15,365−11.0% | Reduced |
| iA Global Asset Management Inc. | 123,857 | $13.5M | 0.31% | +21,790+21.3% | Added |
| Beacon Investment Advisory Services, Inc. | 123,856 | $13.5M | 0.61% | −3,445−2.7% | Reduced |
| Sphera Funds Management Ltd. | 123,600 | $13.5M | 2.50% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 123,494 | $13.5M | 0.40% | +7,598+6.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 122,407 | $13.4M | 1.28% | +2,544+2.1% | Added |
| Mengis Capital Management, Inc. | 123,051 | $13.4M | 2.51% | −747−0.6% | Reduced |
| Clough Capital Partners L P | 122,953 | $13.4M | 1.48% | −10,697−8.0% | Reduced |
| ARS Investment Partners, LLC | 122,857 | $13.4M | 1.48% | +4,731+4.0% | Added |
| Auxier Asset Management | 122,795 | $13.4M | 2.17% | −1,336−1.1% | Reduced |
| Investment House LLC | 122,379 | $13.3M | 0.94% | +743+0.6% | Added |
| Smithfield Trust Co | 122,385 | $13.3M | 0.75% | −470−0.4% | Reduced |
| Prospera Financial Services Inc | 120,958 | $13.2M | 0.44% | +9,359+8.4% | Added |
| Cetera Advisors LLC | 120,320 | $13.1M | 0.18% | +1,896+1.6% | Added |
| GHP Investment Advisors, Inc. | 119,979 | $13.1M | 0.71% | +2,435+2.1% | Added |
| Advisory Services Network, LLC | 119,864 | $13.1M | 0.32% | −10,725−8.2% | Reduced |
| Renaissance Technologies LLC | 119,824 | $13.1M | 0.02% | −247,819−67.4% | Reduced |
| Nemes Rush Group LLC | 119,694 | $13.0M | 2.11% | +2,644+2.3% | Added |
| Williams Jones Wealth Management, LLC. | 119,379 | $13.0M | 0.18% | −116,174−49.3% | Reduced |
| Monarch Capital Management Inc | 118,693 | $13.0M | 3.94% | −455−0.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 118,959 | $13.0M | 2.88% | −987−0.8% | Reduced |
| HB Wealth Management, LLC | 118,357 | $12.9M | 0.19% | +10,443+9.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 118,121 | $12.9M | 0.58% | +4,439+3.9% | Added |
| Crestwood Advisors Group LLC | 118,015 | $12.9M | 0.30% | −2,903−2.4% | Reduced |
| Trust Co of Vermont | 117,531 | $12.8M | 0.85% | −11,726−9.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 116,714 | $12.7M | 1.18% | +116,714 | New |
| Cheviot Value Management, LLC | 115,749 | $12.7M | 2.74% | −2,427−2.1% | Reduced |
| Toroso Investments, LLC | 116,428 | $12.7M | 0.30% | +13,640+13.3% | Added |
| Avantax Advisory Services, Inc. | 116,176 | $12.7M | 0.13% | +4,931+4.4% | Added |
| Savant Capital, LLC | 115,649 | $12.6M | 0.16% | +3,641+3.3% | Added |
| SG Americas Securities, LLC | 114,783 | $12.5M | 0.14% | −85,919−42.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 114,756 | $12.5M | 2.37% | −19,291−14.4% | Reduced |
| Investment Management Corp of Ontario | 114,515 | $12.5M | 0.30% | +59,234+107.2% | Added |
| Community Bank, N.A. | 113,727 | $12.4M | 1.62% | −488−0.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 113,692 | $12.4M | 1.60% | −1,351−1.2% | Reduced |
| Hoylecohen, LLC | 113,496 | $12.4M | 1.01% | +1,774+1.6% | Added |
| LaFleur & Godfrey LLC | 113,267 | $12.3M | 1.84% | −562−0.5% | Reduced |
| Artemis Investment Management LLP | 112,499 | $12.3M | 0.18% | −159,867−58.7% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $12.2M | 2.77% | 00.0% | Unchanged |
| Formuepleje A/S | 111,117 | $12.1M | 0.86% | −12,223−9.9% | Reduced |
| Evercore Wealth Management, LLC | 111,047 | $12.1M | 0.20% | +1,030+0.9% | Added |
| Stockman Wealth Management, Inc. | 110,987 | $12.1M | 2.41% | +2,651+2.4% | Added |
| Griffin Asset Management, Inc. | 110,890 | $12.1M | 1.53% | +1,792+1.6% | Added |
| Wallace Advisory Group, LLC | 116,978 | $12.0M | 9.43% | +120.0% | Added |
| Core Alternative Capital | 110,453 | $12.0M | 2.06% | −25,866−19.0% | Reduced |
| Alps Advisors Inc | 108,774 | $11.9M | 0.09% | −400−0.4% | Reduced |
| Liontrust Investment Partners LLP | 107,762 | $11.7M | 0.17% | −4,592−4.1% | Reduced |
| First National Bank of Omaha | 107,630 | $11.7M | 0.74% | −7,031−6.1% | Reduced |
| Quantinno Capital Management LP | 107,399 | $11.7M | 0.41% | +16,846+18.6% | Added |
| Stock Yards Bank & Trust Co | 107,271 | $11.7M | 0.42% | −4,536−4.1% | Reduced |
| Chilton Investment Co LLC | 107,114 | $11.7M | 0.34% | −17,121−13.8% | Reduced |
| Bard Financial Services, Inc. | 106,528 | $11.6M | 1.30% | −950−0.9% | Reduced |
| NBT Bank N A | 106,517 | $11.6M | 0.91% | +2,273+2.2% | Added |
| Tufton Capital Management | 106,405 | $11.6M | 2.43% | −1,423−1.3% | Reduced |
| Jacobs & Co | 106,323 | $11.6M | 1.31% | +5,071+5.0% | Added |
| Curi Capital | 106,253 | $11.6M | 1.60% | −615−0.6% | Reduced |
| Tritonpoint Wealth, LLC | 105,021 | $11.5M | 1.13% | +105,021 | New |
| Slocum, Gordon & Co LLP | 105,598 | $11.5M | 10.10% | −390−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 104,984 | $11.4M | 1.03% | −36,145−25.6% | Reduced |
| SP Asset Management LLC | 104,852 | $11.4M | 1.17% | +697+0.7% | Added |
| Appleton Partners Inc | 104,714 | $11.4M | 0.92% | +6,636+6.8% | Added |
| Grassi Investment Management | 104,461 | $11.4M | 1.19% | −449−0.4% | Reduced |
| Westpac Banking Corp | 104,258 | $11.4M | 0.94% | −19,270−15.6% | Reduced |
| Cutler Investment Counsel LLC | 103,492 | $11.4M | 1.62% | +3,181+3.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 103,970 | $11.3M | 0.03% | −3,740−3.5% | Reduced |
| Assetmark, Inc | 103,835 | $11.3M | 0.04% | −4,208−3.9% | Reduced |
| Quadrature Capital Ltd | 103,674 | $11.3M | 0.20% | +103,674 | New |
| Phoenix Holdings Ltd. | 94,246 | $11.3M | 0.19% | +20,812+28.3% | Added |
| Metropolitan Life Insurance Co | 103,146 | $11.2M | 0.53% | −1,842−1.8% | Reduced |
| Estabrook Capital Management | 103,123 | $11.2M | 1.84% | −519−0.5% | Reduced |
| Norinchukin Bank, The | 102,895 | $11.2M | 0.26% | −11,476−10.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 102,645 | $11.2M | 0.85% | −189−0.2% | Reduced |
| Noesis Capital Mangement Corp | 102,602 | $11.2M | 2.64% | −437−0.4% | Reduced |