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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 102,113 | $11.1M | 1.76% | +23,078+29.2% | Added |
| GLOBALT Investments LLC | 100,698 | $11.0M | 0.46% | +100,698 | New |
| Atlantic Union Bankshares Corp | 100,599 | $11.0M | 1.02% | +1,206+1.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $11.0M | 1.62% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 99,717 | $10.9M | 2.28% | +86,247+640.3% | Added |
| Ieq Capital, LLC | 99,654 | $10.9M | 0.18% | −11,284−10.2% | Reduced |
| 1st Source Bank | 99,440 | $10.8M | 0.65% | +260.0% | Added |
| Johnson Investment Counsel Inc | 99,352 | $10.8M | 0.13% | +2,121+2.2% | Added |
| Tompkins Financial Corp | 99,137 | $10.8M | 1.31% | +8,819+9.8% | Added |
| Great Valley Advisor Group, Inc. | 99,051 | $10.8M | 0.38% | +5,982+6.4% | Added |
| John G Ullman & Associates Inc | 98,799 | $10.8M | 1.71% | −1,070−1.1% | Reduced |
| Lee Danner & Bass Inc | 98,426 | $10.7M | 0.92% | +149+0.2% | Added |
| Apollon Wealth Management, LLC | 98,415 | $10.7M | 0.37% | +22,991+30.5% | Added |
| Camden National Bank | 98,394 | $10.7M | 2.00% | −942−0.9% | Reduced |
| TCG Advisory Services, LLC | 98,352 | $10.7M | 0.74% | +57,078+138.3% | Added |
| Country Club Bank | 97,463 | $10.6M | 0.80% | −2,828−2.8% | Reduced |
| GAM Holding AG | 96,910 | $10.6M | 0.79% | −45,418−31.9% | Reduced |
| Naples Global Advisors, LLC | 95,819 | $10.5M | 1.16% | −228−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 96,386 | $10.5M | 0.95% | +140.0% | Added |
| First Nebraska Trust Co | 96,162 | $10.5M | 1.21% | +2,055+2.2% | Added |
| Lincoln National Corp | 95,644 | $10.4M | 0.18% | +16,584+21.0% | Added |
| Burney Co | 95,185 | $10.4M | 0.44% | +6,164+6.9% | Added |
| Gladstone Institutional Advisory LLC | 94,642 | $10.3M | 0.58% | +18,679+24.6% | Added |
| Lynch & Associates | 94,616 | $10.3M | 2.51% | −1,692−1.8% | Reduced |
| Eldred Rock Partners, LLC | 93,547 | $10.2M | 6.50% | +93,547 | New |
| United Asset Strategies, Inc. | 93,500 | $10.2M | 1.15% | +6,045+6.9% | Added |
| Balentine LLC | 92,987 | $10.1M | 0.32% | −6,874−6.9% | Reduced |
| Winslow Asset Management Inc | 92,906 | $10.1M | 2.06% | +784+0.9% | Added |
| Lowe Brockenbrough & Co Inc | 91,685 | $10.1M | 0.78% | −11,051−10.8% | Reduced |
| Marco Investment Management LLC | 92,237 | $10.1M | 1.03% | −659−0.7% | Reduced |
| Narwhal Capital Management | 91,938 | $10.0M | 1.10% | +13,967+17.9% | Added |
| Daymark Wealth Partners, LLC | 210,787 | $10.0M | 0.62% | +5,414+2.6% | Added |
| Exencial Wealth Advisors, LLC | 91,655 | $9.99M | 0.41% | +4,909+5.7% | Added |
| Kinneret Advisory, LLC | 90,925 | $9.98M | 1.11% | −579−0.6% | Reduced |
| Connectus Wealth, LLC | 91,314 | $9.98M | 0.20% | +21,922+31.6% | Added |
| Privium Fund Management B.V. | 87,978 | $9.96M | 2.78% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 91,201 | $9.94M | 0.28% | +3,813+4.4% | Added |
| Park National Corp | 91,177 | $9.94M | 0.41% | −4,294−4.5% | Reduced |
| Rothschild Investment LLC | 91,175 | $9.94M | 0.83% | +91,175 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 90,277 | $9.84M | 0.69% | +149+0.2% | Added |
| Busey Wealth Management | 90,170 | $9.83M | 0.38% | −1,348−1.5% | Reduced |
| Fort Sheridan Advisors LLC | 90,124 | $9.83M | 1.96% | +2,265+2.6% | Added |
| Morgan Dempsey Capital Management LLC | 90,083 | $9.82M | 3.01% | −4,993−5.3% | Reduced |
| Simmons Bank | 89,776 | $9.79M | 0.80% | −1,034−1.1% | Reduced |
| Hamel Associates, Inc. | 89,744 | $9.78M | 3.45% | +2,033+2.3% | Added |
| NewSquare Capital LLC | 90,944 | $9.78M | 0.93% | +2,490+2.8% | Added |
| Adalta Capital Management LLC | 89,080 | $9.78M | 5.91% | −120−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 89,545 | $9.76M | 1.71% | +89,545 | New |
| JB Capital LLC | 89,053 | $9.71M | 0.72% | +12,716+16.7% | Added |
| StemPoint Capital LP | 89,016 | $9.70M | 2.61% | +89,016 | New |
| Empirical Finance, LLC | 88,862 | $9.69M | 0.68% | +588+0.7% | Added |
| Round Hill Asset Management | 88,755 | $9.68M | 6.08% | −1,640−1.8% | Reduced |
| Redwood Grove Capital, LLC | 88,700 | $9.67M | 3.57% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 88,213 | $9.62M | 1.99% | +7,034+8.7% | Added |
| Everence Capital Management Inc | 88,091 | $9.60M | 0.69% | +20,700+30.7% | Added |
| Greenleaf Trust | 88,060 | $9.60M | 0.10% | +445+0.5% | Added |
| Mill Capital Management, LLC | 87,948 | $9.59M | 0.86% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 88,051 | $9.58M | 0.66% | +13,058+17.4% | Added |
| Westfield Capital Management Co LP | 87,626 | $9.55M | 0.06% | +806+0.9% | Added |
| Bamco Inc | 87,400 | $9.53M | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 86,071 | $9.38M | 0.16% | −107−0.1% | Reduced |
| Stamos Capital Partners, L.P. | 86,000 | $9.38M | 2.54% | −500−0.6% | Reduced |
| FLC Capital Advisors | 85,571 | $9.33M | 2.51% | +2,697+3.3% | Added |
| TD Private Client Wealth LLC | 85,492 | $9.32M | 0.34% | +504+0.6% | Added |
| Concurrent Investment Advisors, LLC | 85,390 | $9.31M | 0.44% | +85,390 | New |
| WealthBridge Investment Counsel Inc. | 85,295 | $9.30M | 3.72% | +50+0.1% | Added |
| Mutual Advisors, LLC | 85,289 | $9.30M | 0.32% | −505−0.6% | Reduced |
| Violich Capital Management, Inc. | 84,917 | $9.26M | 1.50% | +800+1.0% | Added |
| Banque Cantonale Vaudoise | 84,615 | $9.22M | 0.40% | −58,553−40.9% | Reduced |
| Primecap Management Co | 84,500 | $9.21M | 0.01% | −8,500−9.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,449 | $9.21M | 0.53% | −4,982−5.6% | Reduced |
| Live Oak Private Wealth LLC | 84,317 | $9.19M | 1.73% | −967−1.1% | Reduced |
| Talbot Financial, LLC | 84,270 | $9.19M | 1.38% | +4,638+5.8% | Added |
| Empowered Funds, LLC | 83,859 | $9.14M | 0.23% | +15,569+22.8% | Added |
| CSM Advisors, LLC | 83,798 | $9.14M | 0.66% | +80,110+2,172.2% | Added |
| Canandaigua National Bank & Trust Co | 83,791 | $9.13M | 1.41% | −2,497−2.9% | Reduced |
| Trust Co of Kansas | 83,742 | $9.13M | 5.05% | −1,333−1.6% | Reduced |
| GFS Advisors, LLC | 83,430 | $9.10M | 1.33% | +368+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 83,211 | $9.07M | 0.35% | +136+0.2% | Added |
| Allied Investment Advisors, LLC | 82,493 | $8.99M | 2.45% | +240.0% | Added |
| Gamco Investors, Inc. Et Al | 82,490 | $8.99M | 0.10% | −9,725−10.5% | Reduced |
| Carret Asset Management, LLC | 82,128 | $8.95M | 1.14% | −727−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 81,301 | $8.86M | 0.72% | −6,607−7.5% | Reduced |
| Viking Fund Management LLC | 81,000 | $8.83M | 1.72% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 80,500 | $8.78M | 0.28% | +122+0.2% | Added |
| Sawtooth Solutions, LLC | 80,446 | $8.77M | 0.24% | −2,803−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.75M | 1.20% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 80,266 | $8.74M | 0.03% | −272,400−77.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 80,207 | $8.74M | 0.23% | +115+0.1% | Added |
| Hi-Line Capital Management, LLC | 79,468 | $8.72M | 3.38% | −7,737−8.9% | Reduced |
| One Capital Management, LLC | 79,808 | $8.70M | 0.34% | +868+1.1% | Added |
| Northern Oak Wealth Management Inc | 79,706 | $8.69M | 1.04% | −1,519−1.9% | Reduced |
| Meridian Wealth Management, LLC | 79,659 | $8.68M | 0.55% | +30,004+60.4% | Added |
| Choate Investment Advisors | 79,643 | $8.68M | 0.27% | +3,253+4.3% | Added |
| Sectoral Asset Management Inc | 79,500 | $8.67M | 3.73% | +24,500+44.5% | Added |
| W Advisors, LLC | 79,259 | $8.64M | 6.40% | −160.0% | Reduced |
| Miracle Mile Advisors, LLC | 79,232 | $8.64M | 0.24% | +55,697+236.7% | Added |
| Sky Investment Group LLC | 79,139 | $8.63M | 1.82% | −560−0.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,117 | $8.63M | 0.94% | −682−0.9% | Reduced |
| Augustine Asset Management Inc | 79,032 | $8.62M | 3.81% | −2,987−3.6% | Reduced |