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
- 3,546
- +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
- 1,416 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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 5,037 | $659.8K | 0.44% | +5,037 | New |
| Lester Murray Antman dba SimplyRich | 5,021 | $663.0K | 0.21% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 5,046 | $665.8K | 0.08% | +69+1.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 5,053 | $666.7K | 0.43% | −1,122−18.2% | Reduced |
| Walden Wealth Partners LLC | 5,226 | $667.2K | 0.39% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5,056 | $667.2K | 0.12% | −67−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,088 | $671.3K | 0.08% | +1,353+36.2% | Added |
| Cora Capital Advisors LLC | 5,098 | $672.7K | 0.36% | +27+0.5% | Added |
| Abel Hall, LLC | 5,099 | $672.8K | 0.50% | +87+1.7% | Added |
| Lesa Sroufe & Co | 5,100 | $673.0K | 0.63% | 00.0% | Unchanged |
| TSFG, LLC | 5,109 | $674.0K | 0.17% | −7−0.1% | Reduced |
| Evanson Asset Management, LLC | 5,115 | $674.9K | 0.05% | +12+0.2% | Added |
| Hexagon Capital Partners LLC | 5,138 | $678.0K | 0.15% | −566−9.9% | Reduced |
| Clear Creek Financial Management, LLC | 5,152 | $680.2K | 0.09% | +1,349+35.5% | Added |
| Gagnon Securities LLC | 5,168 | $681.9K | 0.16% | +1,767+52.0% | Added |
| Harbour Trust & Investment Management Co | 5,179 | $683.4K | 0.09% | −316−5.8% | Reduced |
| Mendel Capital Management LLC | 5,197 | $685.8K | 0.45% | +1,056+25.5% | Added |
| ABLE Financial Group, LLC | 5,214 | $688.0K | 0.27% | −7−0.1% | Reduced |
| First United Bank Trust | 5,215 | $688.1K | 0.25% | −126−2.4% | Reduced |
| Wayfinding Financial, LLC | 5,319 | $689.0K | 0.40% | +435+8.9% | Added |
| Vista Wealth Management Group, LLC | 5,229 | $690.0K | 0.05% | −711−12.0% | Reduced |
| Viawealth, LLC | 5,231 | $690.2K | 0.43% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,246 | $692.2K | 0.09% | −223−4.1% | Reduced |
| Greenwich Wealth Management LLC | 5,258 | $694.0K | 0.06% | −233−4.2% | Reduced |
| Indiana Trust & Investment Management CO | 5,260 | $694.1K | 0.28% | +133+2.6% | Added |
| SRS Capital Advisors, Inc. | 5,263 | $694.4K | 0.07% | +226+4.5% | Added |
| KLR Investment Advisors, LLC | 5,475 | $695.0K | 0.50% | −61−1.1% | Reduced |
| Ignite Planners, LLC | 5,307 | $695.2K | 0.19% | −36−0.7% | Reduced |
| Monticello Wealth Management, LLC | 5,288 | $697.8K | 0.06% | −1,775−25.1% | Reduced |
| Presilium Private Wealth, LLC | 5,307 | $700.2K | 0.19% | +770+17.0% | Added |
| Meridian Financial Partners LLC | 5,604 | $701.0K | 0.90% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,289 | $702.0K | 0.58% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 5,334 | $703.8K | 0.08% | −75−1.4% | Reduced |
| South Street Advisors LLC | 5,337 | $704.2K | 0.11% | +650+13.9% | Added |
| Roberts Glore & Co Inc | 5,349 | $705.8K | 0.21% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,351 | $706.1K | 0.27% | +38+0.7% | Added |
| Bath Savings Trust Co | 5,357 | $706.9K | 0.08% | −182−3.3% | Reduced |
| Clayton Financial Group LLC | 5,357 | $706.9K | 0.32% | +5,357 | New |
| Capital City Trust Co | 5,377 | $709.5K | 0.20% | −37−0.7% | Reduced |
| MKT Advisors LLC | 5,598 | $709.5K | 0.39% | +452+8.8% | Added |
| St. Clair Advisors, LLC | 5,386 | $710.7K | 0.23% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 5,401 | $712.6K | 0.55% | +940+21.1% | Added |
| Walkner Condon Financial Advisors LLC | 5,422 | $715.3K | 0.15% | +411+8.2% | Added |
| Fca Corp | 5,421 | $715.3K | 0.23% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 5,427 | $716.1K | 0.37% | +1,093+25.2% | Added |
| FourThought Financial Partners, LLC | 5,442 | $718.1K | 0.08% | −44−0.8% | Reduced |
| Millennium Capital Advisors, LLC | 5,450 | $719.1K | 0.51% | 00.0% | Unchanged |
| Private Ocean, LLC | 5,456 | $719.9K | 0.08% | +283+5.5% | Added |
| Defined Wealth Management, LLC | 5,459 | $720.3K | 0.52% | +14+0.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,688 | $721.0K | 0.40% | +800+16.4% | Added |
| Close Asset Management Ltd | 5,464 | $721.0K | 0.03% | +484+9.7% | Added |
| Bourne Lent Asset Management Inc | 5,467 | $721.4K | 0.29% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,475 | $722.4K | 0.47% | −271−4.7% | Reduced |
| Private Capital Management LLC | 5,476 | $722.6K | 0.16% | +242+4.6% | Added |
| Main Street Research LLC | 5,462 | $724.9K | 0.05% | −209−3.7% | Reduced |
| First Affirmative Financial Network | 5,498 | $725.4K | 0.53% | −149−2.6% | Reduced |
| Henshaw Capital LLC | 5,500 | $725.7K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 5,500 | $725.8K | 0.19% | +3,635+194.9% | Added |
| Salomon & Ludwin, LLC | 5,506 | $726.5K | 0.06% | −890−13.9% | Reduced |
| Summit Asset Management, LLC | 5,511 | $727.2K | 0.16% | 00.0% | Unchanged |
| Cortland Associates Inc | 5,516 | $728.0K | 0.09% | −129−2.3% | Reduced |
| Waverton Investment Management Ltd | 5,520 | $728.2K | 0.02% | −5,100−48.0% | Reduced |
| Sound Income Strategies, LLC | 5,528 | $729.5K | 0.05% | −1,629−22.8% | Reduced |
| Acorn Wealth Advisors, LLC | 5,547 | $732.0K | 0.38% | +516+10.3% | Added |
| Kingfisher Capital LLC | 5,546 | $732.0K | 0.18% | +43+0.8% | Added |
| Alpha Family Trust | 5,555 | $733.0K | 0.44% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,558 | $733.5K | 0.67% | −2,588−31.8% | Reduced |
| Westmount Partners, LLC | 5,567 | $734.6K | 0.26% | −454−7.5% | Reduced |
| Sigma Investment Counselors Inc | 5,586 | $737.1K | 0.05% | +37+0.7% | Added |
| MEMBERS Trust Co | 5,588 | $737.3K | 0.02% | −189−3.3% | Reduced |
| Certified Advisory Corp | 5,592 | $737.8K | 0.10% | −859−13.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,597 | $738.5K | 0.26% | +5,597 | New |
| Migdal Insurance & Financial Holdings Ltd. | 5,597 | $739.0K | 0.01% | −11,813−67.9% | Reduced |
| Human Investing LLC | 5,608 | $740.0K | 0.15% | −124−2.2% | Reduced |
| Westhampton Capital, LLC | 5,612 | $740.5K | 0.40% | +10.0% | Added |
| Wells Trecaso Financial Group, LLC | 5,626 | $742.4K | 0.26% | −200−3.4% | Reduced |
| Summit Financial Strategies, Inc. | 5,626 | $742.4K | 0.10% | −167−2.9% | Reduced |
| Ironwood Financial, llc | 5,645 | $744.9K | 0.17% | +33+0.6% | Added |
| Union Savings Bank | 5,650 | $745.5K | 0.39% | −84−1.5% | Reduced |
| Lynch Asset Management, Inc. | 5,650 | $745.5K | 0.35% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 5,651 | $745.6K | 0.32% | −165−2.8% | Reduced |
| TRUE Private Wealth Advisors | 5,656 | $746.3K | 0.09% | +112+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 5,676 | $748.9K | 0.16% | −125−2.2% | Reduced |
| L2 Asset Management, LLC | 5,687 | $750.4K | 0.25% | +1,596+39.0% | Added |
| S.A. Mason LLC | 5,695 | $751.5K | 0.45% | +90+1.6% | Added |
| Tempus Wealth Planning, LLC | 5,705 | $752.8K | 0.33% | +307+5.7% | Added |
| Bulltick Wealth Management, LLC | 5,678 | $753.6K | 0.16% | −908−13.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,712 | $753.7K | 0.15% | −6−0.1% | Reduced |
| Austin Private Wealth, LLC | 5,814 | $755.3K | 0.09% | +234+4.2% | Added |
| Ninepoint Partners LP | 5,726 | $755.5K | 0.10% | +5,726 | New |
| Chemistry Wealth Management LLC | 5,732 | $756.3K | 0.20% | −379−6.2% | Reduced |
| Boltwood Capital Management | 5,733 | $756.5K | 0.23% | −25−0.4% | Reduced |
| Legacy Trust | 5,735 | $756.7K | 0.19% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,737 | $757.0K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,739 | $757.2K | 0.12% | −1,019−15.1% | Reduced |
| Motiv8 Investments LLC | 5,740 | $757.4K | 0.59% | +1,002+21.1% | Added |
| Moody Aldrich Partners LLC | 5,760 | $760.0K | 0.13% | −1,929−25.1% | Reduced |
| Campion Asset Management LLC | 5,764 | $760.6K | 0.59% | +62+1.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,773 | $761.7K | 0.41% | −169−2.8% | Reduced |
| Edentree Asset Management Ltd | 5,800 | $765.1K | 0.24% | −10,200−63.7% | Reduced |