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 |
|---|---|---|---|---|---|
| Vantage Financial Partners Ltd., Inc. | 5,800 | $765.3K | 0.20% | −150−2.5% | Reduced |
| Holistic Planning, LLC | 5,807 | $766.2K | 0.58% | +53+0.9% | Added |
| Crew Capital Management, Ltd. | 5,816 | $767.4K | 0.62% | +1,965+51.0% | Added |
| Beacon Capital Management, LLC | 5,823 | $768.3K | 0.16% | +402+7.4% | Added |
| Enterprise Bank & Trust Co | 5,825 | $768.6K | 0.26% | +10+0.2% | Added |
| Citizens Business Bank | 5,860 | $773.2K | 0.16% | −47−0.8% | Reduced |
| Owen LaRue, LLC | 5,863 | $773.7K | 0.48% | −1,589−21.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,879 | $775.7K | 0.15% | −69−1.2% | Reduced |
| Concentric Wealth Management, LLC | 5,882 | $776.2K | 0.21% | +85+1.5% | Added |
| First American Trust, FSB | 5,889 | $777.1K | 0.08% | +2,342+66.0% | Added |
| Watts Gwilliam & Co., LLC | 6,042 | $777.3K | 0.24% | +6,042 | New |
| JJJ Advisors Inc. | 5,884 | $777.5K | 0.17% | +526+9.8% | Added |
| Fiera Capital Corp | 5,894 | $777.7K | 0.00% | −315−5.1% | Reduced |
| Trilogy Capital Inc. | 5,902 | $778.8K | 0.04% | +3,112+111.5% | Added |
| Strategic Wealth Partners, Ltd. | 5,903 | $778.9K | 0.09% | −4,160−41.3% | Reduced |
| Apella Capital, LLC | 6,157 | $780.2K | 0.04% | +359+6.2% | Added |
| Addison Advisors LLC | 5,915 | $780.5K | 0.27% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,916 | $780.6K | 0.30% | +342+6.1% | Added |
| Davidson Trust Co | 5,921 | $781.3K | 0.46% | −120−2.0% | Reduced |
| Laurel Wealth Advisors LLC | 5,934 | $783.0K | 0.13% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $787.3K | 0.14% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,970 | $787.7K | 0.69% | −505−7.8% | Reduced |
| Perkins Coie Trust Co | 5,980 | $789.1K | 0.18% | −43−0.7% | Reduced |
| Michael B. Yongue | 5,980 | $789.1K | 0.69% | −10−0.2% | Reduced |
| TFG Advisers LLC | 5,988 | $790.1K | 0.31% | +216+3.7% | Added |
| Fortitude Advisory Group L.L.C. | 5,995 | $791.1K | 0.45% | −306−4.9% | Reduced |
| LWMG, LLC | 6,006 | $792.6K | 0.18% | −761−11.2% | Reduced |
| Zevin Asset Management LLC | 6,011 | $793.0K | 0.13% | −2,460−29.0% | Reduced |
| Lathrop Investment Management Corp | 6,012 | $793.0K | 0.15% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 6,020 | $794.3K | 0.19% | +51+0.9% | Added |
| Robinson Smith Wealth Advisors LLC | 6,023 | $794.8K | 0.76% | −516−7.9% | Reduced |
| JNBA Financial Advisors | 6,036 | $796.5K | 0.08% | −345−5.4% | Reduced |
| JT Stratford LLC | 6,037 | $796.6K | 0.16% | −298−4.7% | Reduced |
| Financial Security Advisor, Inc. | 6,008 | $797.3K | 0.28% | +74+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 6,049 | $798.1K | 0.33% | −46−0.8% | Reduced |
| Hamilton Capital, LLC | 6,059 | $799.5K | 0.06% | −274−4.3% | Reduced |
| Eagle Bay Advisors LLC | 6,025 | $799.6K | 0.50% | −188−3.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,027 | $799.9K | 0.13% | +1,748+40.9% | Added |
| Olistico Wealth, LLC | 6,064 | $800.2K | 0.58% | +303+5.3% | Added |
| Sanders Morris Harris LLC | 6,066 | $800.4K | 0.15% | +1,549+34.3% | Added |
| Garde Capital, Inc. | 6,089 | $803.0K | 0.06% | −956−13.6% | Reduced |
| Sittner & Nelson, LLC | 6,092 | $803.8K | 0.40% | −700−10.3% | Reduced |
| Sierra Summit Advisors LLC | 6,093 | $804.0K | 0.22% | +349+6.1% | Added |
| Lyell Wealth Management, LP | 6,095 | $804.2K | 0.08% | −303−4.7% | Reduced |
| Virtus Investment Advisers, Inc. | 6,099 | $804.8K | 0.58% | +1,618+36.1% | Added |
| Cottonwood Capital Advisors, LLC | 6,388 | $806.1K | 0.64% | −30−0.5% | Reduced |
| New Covenant Trust Company, N.A. | 6,120 | $807.5K | 0.81% | +6,120 | New |
| Dohj, LLC | 6,130 | $808.8K | 0.21% | +6,130 | New |
| McElhenny Sheffield Capital Management, LLC | 6,163 | $813.2K | 0.29% | +6,163 | New |
| Perennial Investment Advisors, LLC | 6,187 | $816.4K | 0.12% | +20.0% | Added |
| Tower Wealth Partners, Inc. | 6,204 | $818.6K | 0.53% | −383−5.8% | Reduced |
| Ellenbecker Investment Group | 6,204 | $818.7K | 0.17% | −42−0.7% | Reduced |
| Somerset Trust Co | 6,213 | $819.8K | 0.33% | +641+11.5% | Added |
| Evergreen Wealth Solutions, LLC | 6,230 | $822.1K | 0.61% | −190−3.0% | Reduced |
| Keynote Financial Services LLC | 6,234 | $822.6K | 0.69% | +6,234 | New |
| Orion Capital Management LLC | 6,235 | $822.7K | 0.44% | 00.0% | Unchanged |
| Burt Wealth Advisors | 6,236 | $822.8K | 0.21% | +900+16.9% | Added |
| Measured Wealth Private Client Group, LLC | 6,239 | $823.2K | 0.29% | −31−0.5% | Reduced |
| Nicolet Bankshares Inc | 6,250 | $824.7K | 0.20% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,251 | $824.8K | 0.05% | −465−6.9% | Reduced |
| Nadler Financial Group, Inc. | 6,257 | $825.7K | 0.10% | −496−7.3% | Reduced |
| Bedel Financial Consulting, Inc. | 6,260 | $826.0K | 0.13% | −80−1.3% | Reduced |
| Copperwynd Financial, LLC | 6,270 | $827.3K | 0.30% | −225−3.5% | Reduced |
| HBW Advisory Services LLC | 7,630 | $832.0K | 0.16% | 00.0% | Unchanged |
| Congress Park Capital LLC | 6,310 | $832.6K | 0.37% | −250−3.8% | Reduced |
| Investment Partners, Ltd. | 6,354 | $838.4K | 0.38% | −676−9.6% | Reduced |
| Wagner Wealth Management, LLC | 6,356 | $838.6K | 0.26% | +161+2.6% | Added |
| David R. Rahn & Associates Inc. | 6,361 | $839.3K | 0.34% | 00.0% | Unchanged |
| Diversified, LLC | 6,362 | $839.5K | 0.12% | +98+1.6% | Added |
| Absher Wealth Management, LLC | 6,366 | $840.0K | 0.12% | +9+0.1% | Added |
| Prossimo Advisors, LLC | 6,363 | $840.0K | 1.63% | +54+0.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,379 | $841.7K | 0.05% | +231+3.8% | Added |
| Canton Hathaway, LLC | 6,398 | $844.0K | 0.23% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,400 | $844.4K | 0.39% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,401 | $845.0K | 0.35% | −1,048−14.1% | Reduced |
| Westshore Wealth, LLC | 6,406 | $845.2K | 0.35% | −125−1.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,414 | $846.3K | 0.25% | +256+4.2% | Added |
| Clarus Group, Inc. | 6,415 | $846.5K | 0.59% | −356−5.3% | Reduced |
| O'Rourke & Company, Inc | 6,419 | $847.0K | 0.49% | +11+0.2% | Added |
| Greystone Financial Group, LLC | 6,421 | $847.3K | 0.17% | +10.0% | Added |
| Wall Street Access Asset Management, LLC | 6,433 | $848.8K | 0.35% | +78+1.2% | Added |
| Sterling Investment Counsel, LLC | 6,438 | $849.5K | 0.39% | +32+0.5% | Added |
| Altus Wealth Management, LLC | 6,445 | $850.5K | 0.45% | +138+2.2% | Added |
| Sweeney & Michel, LLC | 6,624 | $852.3K | 0.38% | +6,624 | New |
| LVW Advisors, LLC | 6,464 | $852.9K | 0.14% | +656+11.3% | Added |
| Alera Investment Advisors, LLC | 6,465 | $853.0K | 0.12% | +93+1.5% | Added |
| Unique Wealth, LLC | 6,473 | $854.1K | 0.24% | +1,641+34.0% | Added |
| Aveo Capital Partners, LLC | 6,709 | $855.4K | 0.09% | +194+3.0% | Added |
| Opus Capital Group, LLC | 6,493 | $857.0K | 0.13% | −861−11.7% | Reduced |
| MSH Capital Advisors LLC | 6,496 | $857.1K | 0.30% | −56−0.9% | Reduced |
| Bangor Savings Bank | 6,515 | $859.7K | 0.09% | −90−1.4% | Reduced |
| Asset Management Group, Inc. | 6,520 | $860.4K | 0.16% | +70+1.1% | Added |
| Moseley Investment Management Inc | 6,522 | $860.5K | 0.43% | −161−2.4% | Reduced |
| Oxford Financial Group Ltd | 6,523 | $860.7K | 0.06% | +419+6.9% | Added |
| Onefund, LLC | 6,572 | $860.9K | 1.03% | −129−1.9% | Reduced |
| Mirador Capital Partners LP | 6,537 | $862.5K | 0.16% | +475+7.8% | Added |
| Delta Investment Management, LLC | 6,544 | $863.5K | 0.20% | −31−0.5% | Reduced |
| Mathes Company, Inc. | 6,550 | $864.0K | 0.32% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,551 | $864.4K | 0.22% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 6,556 | $865.0K | 0.32% | +558+9.3% | Added |