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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 73,400 | $8.60M | 0.32% | +24,823+51.1% | Added |
| Miramar Capital, LLC | 78,859 | $8.60M | 2.24% | −2,869−3.5% | Reduced |
| Level Four Advisory Services, LLC | 78,396 | $8.55M | 0.48% | −4,101−5.0% | Reduced |
| Exchange Traded Concepts, LLC | 78,216 | $8.53M | 0.23% | −11,132−12.5% | Reduced |
| Anchor Investment Management, LLC | 77,683 | $8.47M | 0.97% | +453+0.6% | Added |
| Picton Mahoney Asset Management | 77,534 | $8.45M | 0.39% | −131−0.2% | Reduced |
| Fulton Bank, N.A. | 77,389 | $8.44M | 0.38% | −988−1.3% | Reduced |
| Buffington Mohr McNeal | 76,746 | $8.37M | 1.68% | +328+0.4% | Added |
| Boston Financial Mangement LLC | 76,725 | $8.36M | 0.28% | +2,836+3.8% | Added |
| Axxcess Wealth Management, LLC | 76,544 | $8.34M | 0.25% | +24,787+47.9% | Added |
| Valeo Financial Advisors, LLC | 95,060 | $8.32M | 0.34% | −1,533−1.6% | Reduced |
| Wedbush Securities Inc | 75,811 | $8.27M | 0.37% | +1,863+2.5% | Added |
| Northeast Financial Consultants Inc | 75,561 | $8.24M | 0.46% | +92+0.1% | Added |
| Integrated Wealth Concepts LLC | 75,256 | $8.20M | 0.13% | −7,328−8.9% | Reduced |
| CX Institutional | 75,169 | $8.19M | 0.44% | +12,641+20.2% | Added |
| Boit C F David | 71,283 | $8.18M | 4.63% | +4,958+7.5% | Added |
| SlateStone Wealth, LLC | 74,558 | $8.13M | 1.05% | +4,228+6.0% | Added |
| XML Financial, LLC | 74,527 | $8.12M | 0.86% | +2,002+2.8% | Added |
| Contravisory Investment Management, Inc. | 74,277 | $8.10M | 1.98% | −657−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 74,115 | $8.08M | 0.18% | +13,463+22.2% | Added |
| Buck Wealth Strategies, LLC | 74,102 | $8.08M | 2.99% | +17,676+31.3% | Added |
| Evergreen Capital Management LLC | 73,231 | $8.04M | 0.33% | +5,808+8.6% | Added |
| TrinityPoint Wealth, LLC | 73,623 | $8.03M | 1.45% | +430+0.6% | Added |
| Rossmore Private Capital | 73,467 | $8.01M | 1.13% | −152−0.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 73,300 | $7.99M | 0.33% | +73,300 | New |
| Ironwood Investment Counsel, LLC | 73,279 | $7.99M | 1.49% | −490−0.7% | Reduced |
| Clearstead Advisors, LLC | 73,085 | $7.97M | 0.42% | +1,598+2.2% | Added |
| Security National Bank | 73,080 | $7.97M | 1.80% | +309+0.4% | Added |
| Ostrum Asset Management | 72,856 | $7.94M | 0.69% | +28,629+64.7% | Added |
| Advocate Group LLC | 72,560 | $7.91M | 1.70% | −3,686−4.8% | Reduced |
| Courier Capital LLC | 72,515 | $7.91M | 0.60% | −866−1.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 72,380 | $7.89M | 1.79% | −316−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 72,321 | $7.88M | 0.23% | −1,264−1.7% | Reduced |
| KCM Investment Advisors LLC | 72,304 | $7.88M | 0.31% | −1,847−2.5% | Reduced |
| Fiduciary Alliance LLC | 72,084 | $7.86M | 1.55% | +6,104+9.3% | Added |
| HighPoint Advisor Group LLC | 62,648 | $7.85M | 0.56% | +62,648 | New |
| Marble Harbor Investment Counsel, LLC | 71,706 | $7.82M | 0.96% | +426+0.6% | Added |
| Private Capital Advisors, Inc. | 71,195 | $7.76M | 1.18% | −280−0.4% | Reduced |
| Sonen Capital LLC | 70,607 | $7.75M | 14.70% | +49+0.1% | Added |
| NewEdge Wealth, LLC | 70,952 | $7.74M | 0.20% | +12,413+21.2% | Added |
| Linscomb & Williams, Inc. | 70,858 | $7.72M | 0.43% | −1,101−1.5% | Reduced |
| Scissortail Wealth Management, LLC | 63,294 | $7.68M | 2.43% | +29,304+86.2% | Added |
| Kelly Lawrence W & Associates Inc | 70,408 | $7.68M | 1.84% | +480+0.7% | Added |
| Principle Wealth Partners LLC | 70,195 | $7.65M | 0.66% | −79−0.1% | Reduced |
| Advisors Capital Management, LLC | 69,763 | $7.61M | 0.15% | +822+1.2% | Added |
| Bonness Enterprises Inc | 69,500 | $7.58M | 3.17% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 69,394 | $7.57M | 0.48% | −4,284−5.8% | Reduced |
| Cardinal Capital Management | 68,903 | $7.56M | 1.43% | +155+0.2% | Added |
| Trust Co of Toledo NA | 68,799 | $7.50M | 1.29% | +4,969+7.8% | Added |
| Hodges Capital Management Inc. | 68,668 | $7.49M | 0.40% | +27,453+66.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 68,415 | $7.46M | 2.39% | −2,567−3.6% | Reduced |
| Northwest Bancshares, Inc. | 68,312 | $7.45M | 1.36% | +847+1.3% | Added |
| Nixon Peabody Trust Co | 68,290 | $7.44M | 0.83% | +65,815+2,659.2% | Added |
| Guyasuta Investment Advisors Inc | 68,075 | $7.42M | 0.54% | −1,105−1.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 68,070 | $7.42M | 4.99% | −1,390−2.0% | Reduced |
| Alerus Financial NA | 67,760 | $7.39M | 0.60% | +1,078+1.6% | Added |
| Ninety One UK Ltd | 67,565 | $7.37M | 0.02% | +67,565 | New |
| Zuckerman Investment Group, LLC | 67,335 | $7.34M | 0.95% | +1,468+2.2% | Added |
| Sowell Financial Services LLC | 66,707 | $7.32M | 0.40% | +1,540+2.4% | Added |
| Martin Capital Partners, LLC | 67,052 | $7.31M | 2.98% | −735−1.1% | Reduced |
| Trust Co of Virginia | 66,950 | $7.30M | 0.74% | −530−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 66,571 | $7.26M | 1.83% | −255−0.4% | Reduced |
| Bank of Hawaii | 66,109 | $7.21M | 0.39% | −257−0.4% | Reduced |
| First American Bank | 65,854 | $7.18M | 0.60% | −1,314−2.0% | Reduced |
| HealthInvest Partners AB | 65,675 | $7.16M | 5.60% | +65,675 | New |
| FJ Investments, LLC | 65,602 | $7.15M | 0.34% | +65,602 | New |
| Cutler Capital Management, LLC | 65,478 | $7.14M | 2.96% | +287+0.4% | Added |
| Shell Asset Management Co | 65,319 | $7.12M | 0.33% | −16,617−20.3% | Reduced |
| Ameritas Investment Partners, Inc. | 65,204 | $7.11M | 0.26% | −2,867−4.2% | Reduced |
| We Are One Seven, LLC | 65,151 | $7.10M | 0.41% | +3,853+6.3% | Added |
| Heritage Trust Co | 64,478 | $7.03M | 0.99% | −2,208−3.3% | Reduced |
| Freestone Capital Holdings, LLC | 64,322 | $7.01M | 0.32% | +825+1.3% | Added |
| Independent Advisor Alliance | 64,272 | $7.01M | 0.25% | −11,695−15.4% | Reduced |
| Buckley Wealth Management, LLC | 63,923 | $6.97M | 2.42% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 63,441 | $6.92M | 0.14% | +9,690+18.0% | Added |
| Capital Analysts, LLC | 63,397 | $6.91M | 0.35% | −890−1.4% | Reduced |
| Asset Advisors Investment Management, LLC | 63,324 | $6.90M | 0.84% | −4,324−6.4% | Reduced |
| Garland Capital Management Inc | 62,915 | $6.86M | 4.82% | −2,435−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 58,476 | $6.85M | 0.85% | −5,081−8.0% | Reduced |
| Value Partners Investments Inc. | 62,811 | $6.83M | 0.55% | +11,586+22.6% | Added |
| Red Door Wealth Management, LLC | 62,667 | $6.83M | 1.48% | +2,441+4.1% | Added |
| Equitable Holdings, Inc. | 62,547 | $6.82M | 0.08% | +6,373+11.3% | Added |
| Oliver Luxxe Assets LLC | 62,511 | $6.81M | 1.60% | +377+0.6% | Added |
| Argyle Capital Management Inc. | 62,510 | $6.81M | 2.82% | −9,225−12.9% | Reduced |
| Freemont Management S.A. | 62,400 | $6.80M | 0.86% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 62,376 | $6.80M | 0.36% | +2,270+3.8% | Added |
| Barbara Oil Co. | 62,295 | $6.79M | 3.06% | 00.0% | Unchanged |
| Capital Counsel LLC | 62,183 | $6.78M | 0.33% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 62,131 | $6.77M | 0.27% | +841+1.4% | Added |
| Mairs & Power Inc | 61,984 | $6.76M | 0.07% | +2,639+4.4% | Added |
| Jacobi Capital Management LLC | 61,847 | $6.74M | 0.69% | +1,844+3.1% | Added |
| Wafra Inc. | 61,829 | $6.74M | 0.40% | −13,599−18.0% | Reduced |
| Stratos Wealth Advisors, LLC | 61,754 | $6.73M | 0.39% | +2,216+3.7% | Added |
| Exchange Capital Management, Inc. | 61,640 | $6.72M | 1.21% | −151−0.2% | Reduced |
| Boston Research & Management Inc | 61,525 | $6.71M | 1.78% | +1,415+2.4% | Added |
| Rothschild Capital Partners, LLC | 61,453 | $6.70M | 2.11% | −53−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,267 | $6.68M | 1.00% | −122−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 61,110 | $6.66M | 0.75% | −1,538−2.5% | Reduced |
| Covenant Asset Management, LLC | 60,890 | $6.64M | 1.85% | −2,522−4.0% | Reduced |
| M. Kulyk & Associates, LLC | 60,848 | $6.63M | 1.55% | +3,720+6.5% | Added |