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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 6,591 | $865.3K | 0.34% | +985+17.6% | Added |
| BOK Financial Private Wealth, Inc. | 6,525 | $866.2K | 0.06% | +165+2.6% | Added |
| Paulson Wealth Management Inc. | 6,577 | $867.9K | 0.26% | −88−1.3% | Reduced |
| Family Firm, Inc. | 6,615 | $872.8K | 0.21% | +34+0.5% | Added |
| Monterey Private Wealth, Inc. | 6,626 | $874.3K | 0.35% | +99+1.5% | Added |
| Stewart & Patten Co LLC | 6,629 | $874.7K | 0.13% | −1,050−13.7% | Reduced |
| Schear Investment Advisers, LLC | 6,640 | $876.1K | 0.70% | +3,407+105.4% | Added |
| Barr E S & Co | 6,650 | $877.5K | 0.06% | 00.0% | Unchanged |
| Bender Robert & Associates | 6,663 | $879.2K | 0.21% | −60−0.9% | Reduced |
| Weatherly Asset Management L. P. | 6,631 | $880.1K | 0.09% | −722−9.8% | Reduced |
| Neumann Capital Management, LLC | 6,685 | $882.1K | 0.31% | +1,800+36.8% | Added |
| Sonata Capital Group Inc | 6,703 | $884.0K | 0.40% | +20.0% | Added |
| Cross Staff Investments Inc | 6,710 | $885.4K | 0.75% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 6,711 | $885.5K | 0.21% | −9,255−58.0% | Reduced |
| Greater Midwest Financial Group, LLC | 6,712 | $885.7K | 0.55% | +4,812+253.3% | Added |
| FSM Wealth Advisors, LLC | 6,736 | $888.8K | 0.32% | −120−1.8% | Reduced |
| Ethos Financial Group, LLC | 6,711 | $891.0K | 0.17% | −9−0.1% | Reduced |
| Morton Capital Management LLC | 6,759 | $891.9K | 0.24% | +211+3.2% | Added |
| Eagle Strategies LLC | 6,776 | $894.0K | 0.20% | −10,047−59.7% | Reduced |
| HTLF Bank | 6,812 | $898.8K | 0.10% | −68−1.0% | Reduced |
| Aprio Wealth Management, LLC | 6,830 | $901.2K | 0.18% | +2,767+68.1% | Added |
| Accordant Advisory Group Inc | 6,833 | $901.6K | 0.67% | +6,833 | New |
| Sachetta, LLC | 8,262 | $903.4K | 0.43% | 00.0% | Unchanged |
| Channel Wealth LLC | 6,874 | $907.1K | 0.36% | +196+2.9% | Added |
| Barrett & Company, Inc. | 6,880 | $907.9K | 0.43% | −130−1.9% | Reduced |
| Old Second National Bank of Aurora | 6,932 | $914.7K | 0.24% | −772−10.0% | Reduced |
| Lafayette Investments, Inc. | 6,934 | $914.9K | 0.21% | −182−2.6% | Reduced |
| Old Port Advisors | 6,943 | $916.1K | 0.28% | −443−6.0% | Reduced |
| Samalin Investment Counsel, LLC | 6,955 | $917.7K | 0.44% | +43+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 6,955 | $918.0K | 0.09% | −12,306−63.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,247 | $918.2K | 0.43% | +61+0.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 7,000 | $923.6K | 1.04% | +7,000 | New |
| Invesco, LLC | 7,001 | $923.8K | 0.39% | −1,268−15.3% | Reduced |
| RB Capital Management, LLC | 7,020 | $926.3K | 0.25% | +466+7.1% | Added |
| Atlas Private Wealth Management | 7,030 | $927.6K | 0.39% | +61+0.9% | Added |
| Summit Financial Group Inc | 7,044 | $929.5K | 0.33% | −210−2.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,023 | $931.4K | 0.33% | +3,117+79.8% | Added |
| Verus Capital Partners, LLC | 7,067 | $932.5K | 0.10% | +174+2.5% | Added |
| Options Solutions, LLC | 7,071 | $933.0K | 0.53% | −713−9.2% | Reduced |
| Sivia Capital Partners, LLC | 7,098 | $936.5K | 0.64% | −10−0.1% | Reduced |
| Baldwin Investment Management, LLC | 7,120 | $939.5K | 0.13% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,124 | $940.0K | 0.64% | −203−2.8% | Reduced |
| FNY Investment Advisers, LLC | 7,150 | $943.0K | 0.61% | +7,150 | New |
| Hill Investment Group Partners, LLC | 7,158 | $944.5K | 0.13% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 7,171 | $946.2K | 0.14% | +273+4.0% | Added |
| Magnus Financial Group LLC | 7,185 | $948.1K | 0.11% | +450+6.7% | Added |
| Voya Financial Advisors, Inc. | 7,203 | $949.0K | 0.11% | −544−7.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 7,194 | $949.2K | 0.54% | +185+2.6% | Added |
| Ifrah Financial Services, Inc. | 7,210 | $951.4K | 0.27% | −96−1.3% | Reduced |
| AlphaQ Advisors LLC | 7,249 | $956.5K | 0.58% | +376+5.5% | Added |
| Howard Financial Services, Ltd. | 7,253 | $957.1K | 0.16% | +87+1.2% | Added |
| Garrison Point Advisors, LLC | 7,259 | $957.8K | 0.62% | −154−2.1% | Reduced |
| Crescent Sterling, Ltd. | 7,261 | $958.1K | 0.87% | −20−0.3% | Reduced |
| Grace & White Inc | 7,267 | $958.9K | 0.17% | −13,000−64.1% | Reduced |
| MGB Wealth Management, LLC | 7,280 | $960.2K | 0.39% | +105+1.5% | Added |
| First Commonwealth Financial Corp | 7,290 | $961.9K | 0.26% | −922−11.2% | Reduced |
| Systematic Financial Management LP | 7,300 | $963.2K | 0.03% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $963.2K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,302 | $963.5K | 0.51% | −7,313−50.0% | Reduced |
| Cetera Trust Company, N.A | 7,309 | $964.4K | 0.58% | 00.0% | Unchanged |
| Capital Advisors Inc | 7,315 | $965.2K | 0.02% | +315+4.5% | Added |
| Belmont Capital, LLC | 7,316 | $965.4K | 0.26% | +3,000+69.5% | Added |
| Waddell & Associates, LLC | 7,327 | $966.8K | 0.13% | −1,014−12.2% | Reduced |
| Poehling Capital Management, LLC | 7,336 | $968.0K | 0.26% | −25−0.3% | Reduced |
| Garner Asset Management Corp | 7,336 | $968.0K | 0.49% | +327+4.7% | Added |
| Focused Wealth Management, Inc | 7,338 | $968.2K | 0.15% | +199+2.8% | Added |
| Pring Turner Capital Group Inc | 7,355 | $970.5K | 0.71% | −10−0.1% | Reduced |
| Octavia Wealth Advisors, LLC | 7,320 | $971.4K | 0.14% | +491+7.2% | Added |
| Kolinsky Wealth Management, LLC | 7,366 | $972.0K | 0.74% | +400+5.7% | Added |
| Pictet North America Advisors SA | 7,375 | $973.1K | 0.11% | 00.0% | Unchanged |
| MWA Asset Management | 7,384 | $974.3K | 0.71% | −305−4.0% | Reduced |
| King Wealth | 7,414 | $978.0K | 0.17% | +20.0% | Added |
| Cutter & CO Brokerage, Inc. | 7,419 | $978.8K | 0.24% | −532−6.7% | Reduced |
| Alta Advisers Ltd | 7,420 | $979.1K | 0.49% | 00.0% | Unchanged |
| Sather Financial Group Inc | 7,451 | $983.2K | 0.07% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 7,509 | $990.8K | 0.27% | −180−2.3% | Reduced |
| Insight 2811, Inc. | 7,510 | $990.9K | 0.51% | +15+0.2% | Added |
| Signature Wealth Management Partners, LLC | 7,529 | $993.5K | 0.81% | −713−8.7% | Reduced |
| Lecap Asset Management Ltd | 7,550 | $996.2K | 0.21% | +4,508+148.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 7,579 | $1.00M | 0.21% | −1,800−19.2% | Reduced |
| Valley Brook Capital Group | 7,582 | $1.00M | 0.80% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,584 | $1.00M | 0.23% | −2,051−21.3% | Reduced |
| Townsend & Associates, Inc | 7,932 | $1.01M | 0.12% | −10.0% | Reduced |
| Demars Financial Group, LLC | 7,629 | $1.01M | 0.50% | −5,373−41.3% | Reduced |
| Verity Asset Management, Inc. | 7,635 | $1.01M | 0.56% | +20.0% | Added |
| Red Wave Investments LLC | 7,643 | $1.01M | 0.38% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7,648 | $1.01M | 0.26% | −228−2.9% | Reduced |
| Gray Private Wealth, LLC | 7,648 | $1.01M | 0.66% | +7,648 | New |
| Granite Investment Partners, LLC | 7,667 | $1.01M | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 7,670 | $1.01M | 0.17% | +440+6.1% | Added |
| Southeast Asset Advisors Inc. | 7,676 | $1.01M | 0.12% | −494−6.0% | Reduced |
| Vivaldi Capital Management, LLC | 7,799 | $1.01M | 0.30% | −285−3.5% | Reduced |
| Crumly & Associates Inc. | 7,691 | $1.01M | 0.27% | +55+0.7% | Added |
| Resolute Wealth Strategies, LLC | 7,712 | $1.02M | 0.62% | +11+0.1% | Added |
| Vestor Capital, LLC | 7,712 | $1.02M | 0.09% | −350−4.3% | Reduced |
| Edgewood Management LLC | 7,718 | $1.02M | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,725 | $1.02M | 0.23% | −4,092−34.6% | Reduced |
| Wunderlich Capital Managemnt | 7,727 | $1.02M | 0.46% | −236−3.0% | Reduced |
| Stokes Family Office, LLC | 7,740 | $1.02M | 0.13% | +641+9.0% | Added |
| Old Mission Investment Co LLC | 7,740 | $1.02M | 0.34% | +11+0.1% | Added |