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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 4,426 | $584.0K | 0.38% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,429 | $584.4K | 0.09% | +85+2.0% | Added |
| Coerente Capital Management | 4,431 | $584.7K | 0.11% | −250−5.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,436 | $585.3K | 0.44% | +13+0.3% | Added |
| STAR Financial Bank | 4,444 | $586.4K | 0.50% | −463−9.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,445 | $586.5K | 0.03% | −300−6.3% | Reduced |
| 360 Financial, Inc. | 4,449 | $587.0K | 0.23% | +10.0% | Added |
| SOL Capital Management CO | 4,457 | $588.0K | 0.07% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,467 | $589.5K | 0.05% | −144−3.1% | Reduced |
| Atlas Capital Advisors LLC | 4,470 | $589.8K | 0.09% | −735−14.1% | Reduced |
| McIlrath & Eck, LLC | 4,473 | $590.2K | 0.09% | +354+8.6% | Added |
| Sax Wealth Advisors, LLC | 4,476 | $590.6K | 0.07% | −159−3.4% | Reduced |
| Capstone Wealth Management Group, LLC | 4,476 | $590.6K | 0.42% | +23+0.5% | Added |
| FWL Investment Management, LLC | 4,478 | $590.9K | 0.33% | −1,323−22.8% | Reduced |
| Hart & Patterson Financial Group LLC | 4,478 | $590.9K | 0.29% | −28−0.6% | Reduced |
| Eads & Heald Wealth Management | 4,504 | $594.0K | 0.28% | +28+0.6% | Added |
| Moser Wealth Advisors, LLC | 4,505 | $594.4K | 0.33% | −260−5.5% | Reduced |
| Dupree Financial Group, LLC | 4,511 | $595.3K | 0.27% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,512 | $595.3K | 0.09% | −27−0.6% | Reduced |
| MBA Advisors LLC | 4,516 | $595.9K | 0.31% | −334−6.9% | Reduced |
| Coastwise Capital Group, LLC | 4,522 | $596.6K | 0.55% | −15−0.3% | Reduced |
| Unionview, LLC | 4,563 | $602.1K | 0.50% | −663−12.7% | Reduced |
| Sunpointe, LLC | 4,539 | $602.4K | 0.67% | +407+9.8% | Added |
| Cornerstone Capital, Inc. | 4,573 | $603.4K | 0.06% | −670−12.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,836 | $605.6K | 0.36% | +497+11.5% | Added |
| Holistic Financial Partners | 4,593 | $606.0K | 0.31% | −441−8.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,595 | $606.3K | 0.03% | +1,058+29.9% | Added |
| TBH Global Asset Management, LLC | 4,600 | $607.0K | 0.12% | +48+1.1% | Added |
| Beta Wealth Group, Inc. | 4,606 | $607.9K | 0.30% | −898−16.3% | Reduced |
| Hemington Wealth Management | 4,612 | $609.0K | 0.22% | −98−2.1% | Reduced |
| First Citizens Financial Corp | 4,623 | $610.0K | 0.36% | +39+0.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,605 | $610.7K | 0.03% | +141+3.2% | Added |
| Merriman Wealth Management, LLC | 4,606 | $611.0K | 0.03% | +374+8.8% | Added |
| Seven Mile Advisory | 4,638 | $612.0K | 0.46% | +43+0.9% | Added |
| Cohen Investment Advisors LLC | 4,662 | $615.2K | 0.40% | −223−4.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,664 | $615.4K | 0.27% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 4,665 | $615.5K | 0.37% | +267+6.1% | Added |
| Johnson Bixby & Associates, LLC | 4,667 | $615.8K | 0.11% | −200−4.1% | Reduced |
| VCI Wealth Management LLC | 4,670 | $616.2K | 0.42% | −2,485−34.7% | Reduced |
| Cottage Street Advisors LLC | 4,670 | $616.2K | 0.37% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,671 | $616.3K | 0.30% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,677 | $617.1K | 0.22% | +8+0.2% | Added |
| Capital Advisors, Ltd. LLC | 4,689 | $619.0K | 0.08% | +146+3.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,693 | $619.2K | 0.22% | −70−1.5% | Reduced |
| Fortem Financial Group, LLC | 4,706 | $620.9K | 0.27% | −177−3.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 4,711 | $621.0K | 0.03% | +2,461+109.4% | Added |
| TFB Advisors LLC | 4,824 | $621.4K | 0.23% | +2,813+139.9% | Added |
| Rain Capital Management, LLC | 4,713 | $621.9K | 0.42% | +57+1.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,714 | $622.0K | 0.28% | +202+4.5% | Added |
| Annandale Capital, LLC | 4,718 | $623.0K | 0.14% | −118−2.4% | Reduced |
| Objective Capital Management, LLC | 4,723 | $623.2K | 0.42% | +20+0.4% | Added |
| CIC Wealth, LLC | 4,727 | $623.7K | 0.18% | +19+0.4% | Added |
| Meridian Investment Counsel Inc. | 4,729 | $624.0K | 0.21% | −68−1.4% | Reduced |
| Financial Engines Advisors L.L.C. | 4,715 | $624.1K | 0.00% | −2,796−37.2% | Reduced |
| Oxbow Advisors, LLC | 4,732 | $624.4K | 0.09% | −2,962−38.5% | Reduced |
| Revolve Wealth Partners, LLC | 4,733 | $624.5K | 0.11% | +227+5.0% | Added |
| Montchanin Asset Management, LLC | 4,733 | $625.0K | 0.61% | +4,733 | New |
| DCM Advisors, LLC | 4,739 | $625.3K | 0.26% | −6,117−56.3% | Reduced |
| Peoples Bank | 4,745 | $626.1K | 0.49% | −921−16.3% | Reduced |
| Terry L. Blaker | 4,754 | $627.3K | 0.05% | −145−3.0% | Reduced |
| Laidlaw Wealth Management LLC | 4,756 | $627.6K | 0.35% | −5,873−55.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 4,763 | $628.0K | 0.08% | +5+0.1% | Added |
| Sage Private Wealth Group, LLC | 4,760 | $628.2K | 0.50% | +627+15.2% | Added |
| Acima Private Wealth, LLC | 4,764 | $628.6K | 0.23% | −681−12.5% | Reduced |
| Westend Capital Management, LLC | 4,767 | $629.0K | 0.24% | +4,767 | New |
| United Bank | 4,781 | $630.9K | 0.08% | +140+3.0% | Added |
| Osterweis Capital Management Inc | 4,803 | $633.8K | 0.04% | −749−13.5% | Reduced |
| Capital CS Group, LLC | 4,805 | $634.0K | 0.64% | +1,103+29.8% | Added |
| Creative Financial Designs Inc | 4,810 | $634.7K | 0.06% | −10.0% | Reduced |
| Wolverine Trading, LLC | 4,821 | $636.1K | 0.01% | −8,869−64.8% | Reduced |
| Armbruster Capital Management, Inc. | 4,822 | $636.3K | 0.14% | −85−1.7% | Reduced |
| Weil Company, Inc. | 4,823 | $636.4K | 0.25% | −1,309−21.3% | Reduced |
| KRS Capital Management, LLC | 4,839 | $638.5K | 0.52% | −219−4.3% | Reduced |
| Flynn Zito Capital Management, LLC | 4,841 | $638.8K | 0.33% | −95−1.9% | Reduced |
| Paragon Capital Management Ltd | 4,846 | $639.4K | 0.11% | +8+0.2% | Added |
| Pointe Capital Management LLC | 4,847 | $639.6K | 0.40% | 00.0% | Unchanged |
| HGK Asset Management Inc | 4,849 | $639.8K | 0.12% | −11−0.2% | Reduced |
| Constitution Capital LLC | 4,850 | $640.0K | 0.36% | +1,250+34.7% | Added |
| Rise Advisors, LLC | 4,857 | $640.9K | 0.34% | +1,792+58.5% | Added |
| Vishria Bird Financial Group, LLC | 4,859 | $641.0K | 0.27% | +1,413+41.0% | Added |
| Cambridge Financial Group, LLC | 4,858 | $641.1K | 0.30% | −380−7.3% | Reduced |
| Invenio Wealth Partners LLC | 4,864 | $641.8K | 0.35% | −304−5.9% | Reduced |
| Element Wealth, LLC | 4,875 | $643.3K | 0.38% | +326+7.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,876 | $643.4K | 0.25% | +888+22.3% | Added |
| N.E.W. Advisory Services LLC | 4,876 | $643.6K | 0.07% | +1,099+29.1% | Added |
| Fairview Capital Investment Management, LLC | 4,896 | $646.0K | 0.04% | 00.0% | Unchanged |
| Farmers Trust Co | 4,902 | $646.8K | 0.13% | +421+9.4% | Added |
| Sovereign Financial Group, Inc. | 4,905 | $647.2K | 0.17% | +539+12.3% | Added |
| Accel Wealth Management | 4,913 | $648.2K | 0.28% | +66+1.4% | Added |
| Private Portfolio Partners LLC | 4,922 | $649.5K | 0.14% | +321+7.0% | Added |
| Acorn Creek Capital LLC | 4,931 | $650.6K | 0.41% | −156−3.1% | Reduced |
| BOS Asset Management, LLC | 4,951 | $653.3K | 0.34% | −308−5.9% | Reduced |
| Cardiff Park Advisors, LLC | 4,956 | $654.0K | 0.06% | −64−1.3% | Reduced |
| Parisi Gray Wealth Management | 4,972 | $656.0K | 0.25% | +246+5.2% | Added |
| Commonwealth Financial Services, LLC | 6,020 | $656.4K | 0.15% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,975 | $656.5K | 0.18% | +175+3.6% | Added |
| Baader Bank INC | 4,980 | $657.1K | 0.05% | −2,250−31.1% | Reduced |
| Collective Family Office LLC | 4,982 | $657.3K | 0.21% | −487−8.9% | Reduced |
| Mayfair Advisory Group, LLC | 4,992 | $658.7K | 0.48% | +148+3.1% | Added |
| O'Brien Greene & Co. Inc | 4,995 | $659.1K | 0.22% | 00.0% | Unchanged |