Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Merck & Co., Inc. as of Mar 31, 2024. 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
3,547
+150 vs. Q4 2023
Shares held
1.95B
+20.1M (+1.0%) vs. Q4 2023
Total value
$256.9B
+$46.5B (+22.1%) vs. Q4 2023
New holders
261
1,417 more added
Sold out
111
1,490 more reduced

47 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 3,547 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ1 2024: $256.9B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2023.

Institutions holding MRK in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
EnRich Financial Partners LLC5$6600.00%+5New
LGT Financial Advisors LLC12$1.58K0.00%−45−78.9%Reduced
Atlantic Private Wealth, LLC12$1.63K0.00%+5+71.4%Added
HighMark Wealth Management LLC14$1.81K0.00%00.0%Unchanged
ORG Partners LLC15$1.97K0.00%−4,254−99.6%Reduced
Pacific Capital Wealth Advisors, Inc15$1.98K0.00%+15New
Global Assets Advisory, LLC268,399$2.05K0.09%+268,399New
Morton Brown Family Wealth, LLC16$2.11K0.00%−400−96.2%Reduced
Mowery & Schoenfeld Wealth Management, LLC17$2.24K0.00%−3−15.0%Reduced
Semmax Financial Advisors Inc.18$2.37K0.00%−55−75.3%Reduced
Tfo-TDC, LLC23$3.04K0.00%−31−57.4%Reduced
Cedar Mountain Advisors, LLC23$3.04K0.00%+23New
Global Wealth Strategies & Associates26$3.43K0.00%00.0%Unchanged
POM Investment Strategies, LLC32$4.22K0.00%+23+255.6%Added
Clarity Asset Management, Inc.38$5.01K0.00%00.0%Unchanged
Custom Portfolio Group LLC40$5.31K0.00%00.0%Unchanged
Eukles Asset Management45$5.94K0.00%00.0%Unchanged
Lummis Asset Management, LP49$6.47K0.01%00.0%Unchanged
PayPay Securities Corp49$6.47K0.32%+18+58.1%Added
Bradley & Co. Private Wealth Management, LLC51$6.73K0.01%00.0%Unchanged
TruNorth Capital Management, LLC56$7.39K0.00%+56New
Dynamic Wealth Strategies, LLC64$8.00K0.01%00.0%Unchanged
Tributary Capital Management, LLC64$8.45K0.00%+64New
Vima LLC90$9.57K0.01%+89+8,900.0%Added
LFA - Lugano Financial Advisors SA90$11.9K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc94$12.4K0.01%+94New
Clear Street Markets LLC100$13.0K0.01%+100New
PFG Private Wealth Management, LLC100$13.2K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC100$13.2K0.01%00.0%Unchanged
ClariVest Asset Management LLC106$14.0K0.00%+47+79.7%Added
Bare Financial Services, Inc134$17.3K0.02%−121−47.5%Reduced
Grayhawk Investment Strategies Inc.134$17.7K0.02%00.0%Unchanged
Luken Investment Analytics, LLC134$17.7K0.01%00.0%Unchanged
PrairieView Partners, LLC138$19.0K0.00%00.0%Unchanged
Mendota Financial Group, LLC145$19.1K0.01%+1+0.7%Added
Abich Financial Wealth Management LLC147$19.4K0.01%+28+23.5%Added
FSC Wealth Advisors, LLC150$19.8K0.01%00.0%Unchanged
Robinson Value Management, Ltd.166$21.9K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.185$24.3K0.02%−75−28.8%Reduced
Pineridge Advisors LLC185$24.4K0.01%−336−64.5%Reduced
Credential Qtrade Securities Inc.186$24.5K0.00%−91−32.9%Reduced
Briaud Financial Planning, Inc186$25.0K0.01%+186New
Robinswood Financial LLC194$25.5K0.01%00.0%Unchanged
Altshuler Shaham Ltd195$25.7K0.00%+22+12.7%Added
Rakuten Securities, Inc.215$28.4K0.01%−59−21.5%Reduced
Tradewinds Capital Management, LLC224$29.6K0.01%00.0%Unchanged
Valued Wealth Advisors LLC226$30.0K0.02%−181−44.5%Reduced
Vermillion & White Wealth Management Group, LLC248$32.7K0.03%00.0%Unchanged
Red Tortoise LLC251$33.1K0.02%00.0%Unchanged
Heck Capital Advisors, LLC255$33.6K0.01%00.0%Unchanged
Burkett Financial Services, LLC256$33.7K0.02%+2+0.8%Added
Ogorek Anthony Joseph261$34.0K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC261$34.5K0.00%+261New
REAP Financial Group, LLC266$35.1K0.01%−1,458−84.6%Reduced
Bromfield Sneider Wealth Advisors280$36.9K0.02%00.0%Unchanged
Kepos Capital LP283$37.0K0.01%+283New
ADAR1 Capital Management, LLC300$39.6K0.01%−53,700−99.4%Reduced
Tidemark, LLC300$39.6K0.02%+18+6.4%Added
Clear Point Advisors Inc.300$39.6K0.03%00.0%Unchanged
Ruedi Wealth Management, Inc.311$41.1K0.02%00.0%Unchanged
Horizon Financial Services, LLC318$42.0K0.03%+318New
Financial Avengers, Inc.323$42.2K0.02%+3+0.9%Added
Roble, Belko & Company, Inc326$43.0K0.01%+85+35.3%Added
Cypress Capital Management LLC (WY)335$44.5K0.05%00.0%Unchanged
Fernwood Investment Management, LLC337$44.5K0.01%+337New
Advantage Trust Co350$46.2K0.03%−350−50.0%Reduced
Winch Advisory Services, LLC357$47.1K0.01%+1+0.3%Added
Clear Investment Research, LLC357$47.1K0.06%00.0%Unchanged
Provenance Wealth Advisors, LLC370$48.8K0.01%−130−26.0%Reduced
Friedenthal Financial395$52.1K0.03%+395New
Horizons Wealth Management484$52.8K0.03%00.0%Unchanged
Park Circle Co400$52.8K0.05%00.0%Unchanged
JDM Financial Group LLC400$52.8K0.04%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.400$53.1K0.00%+400New
Iron Horse Wealth Management, LLC421$55.6K0.02%00.0%Unchanged
Accent Capital Management, LLC420$55.7K0.05%00.0%Unchanged
Frank, Rimerman Advisors LLC424$55.9K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC436$57.5K0.06%+36+9.0%Added
Front Row Advisors LLC434$57.6K0.02%+178+69.5%Added
Keener Financial Planning LLC435$58.0K0.04%00.0%Unchanged
AlphaMark Advisors, LLC438$58.0K0.02%+124+39.5%Added
J.Safra Asset Management Corp456$60.2K0.01%−1,127−71.2%Reduced
WealthCollab, LLC456$60.2K0.04%−7−1.5%Reduced
Sofos Investments, Inc.493$60.4K0.01%+276+127.2%Added
Macroview Investment Management LLC475$62.7K0.07%+52+12.3%Added
Ritter Daniher Financial Advisory LLC492$64.9K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC492$65.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.488$65.0K0.07%00.0%Unchanged
Impact Partnership Wealth, LLC493$65.1K0.03%+376+321.4%Added
Dougherty Wealth Advisers LLC500$66.0K0.06%00.0%Unchanged
nVerses Capital, LLC500$66.0K0.16%+500New
Halpern Financial, Inc.512$66.5K0.02%−76−12.9%Reduced
VitalStone Financial, LLC522$69.0K0.05%00.0%Unchanged
Mascoma Wealth Management LLC536$70.7K0.02%−36−6.3%Reduced
Criterion Capital Advisors, LLC562$74.2K0.05%−151−21.2%Reduced
Lowe Wealth Advisors, LLC562$74.2K0.03%−55−8.9%Reduced
Dunhill Financial, LLC575$75.9K0.06%+43+8.1%Added
Kiely Wealth Advisory Group, Inc.600$78.8K0.04%00.0%Unchanged
Insight Financial Services597$78.8K0.07%00.0%Unchanged
Northwest Bank & Trust Co610$78.8K0.07%00.0%Unchanged