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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 7,757 | $1.02M | 0.19% | −80−1.0% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,758 | $1.02M | 0.90% | −187−2.4% | Reduced |
| CoreCap Advisors, LLC | 7,774 | $1.03M | 0.05% | +187+2.5% | Added |
| Winthrop Advisory Group LLC | 7,732 | $1.03M | 0.15% | −913−10.6% | Reduced |
| Renasant Bank | 7,789 | $1.03M | 0.73% | −596−7.1% | Reduced |
| Dividend Assets Capital, LLC | 7,792 | $1.03M | 0.22% | +641+9.0% | Added |
| Van Strum & Towne Inc. | 7,793 | $1.03M | 0.38% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 8,250 | $1.03M | 1.19% | −753−8.4% | Reduced |
| Resonant Capital Advisors, LLC | 7,782 | $1.03M | 0.09% | +1,389+21.7% | Added |
| Claret Asset Management Corp | 7,838 | $1.03M | 0.17% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 7,898 | $1.03M | 0.29% | +189+2.5% | Added |
| NFP Retirement, Inc. | 7,867 | $1.04M | 0.09% | +1,335+20.4% | Added |
| Compass Wealth Management LLC | 7,880 | $1.04M | 0.26% | +350+4.6% | Added |
| Genesee Capital Advisors, LLC | 7,893 | $1.04M | 0.57% | −75−0.9% | Reduced |
| Willner & Heller, LLC | 7,930 | $1.05M | 1.04% | +10+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 7,937 | $1.05M | 0.60% | −550−6.5% | Reduced |
| US Asset Management LLC | 7,943 | $1.05M | 0.94% | −95−1.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,944 | $1.05M | 0.27% | +345+4.5% | Added |
| Armstrong, Fleming & Moore, Inc | 7,962 | $1.05M | 0.73% | +10.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,000 | $1.06M | 0.73% | 00.0% | Unchanged |
| Souders Financial Advisors | 8,016 | $1.06M | 0.17% | −1,063−11.7% | Reduced |
| Prepared Retirement Institute LLC | 8,017 | $1.06M | 0.79% | −640−7.4% | Reduced |
| Colonial River Wealth Management, LLC | 8,024 | $1.06M | 0.60% | −1,776−18.1% | Reduced |
| Carr Financial Group Corp | 8,024 | $1.06M | 0.35% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 8,029 | $1.06M | 0.85% | +8,029 | New |
| Aspen Investment Management Inc | 8,040 | $1.06M | 0.54% | +823+11.4% | Added |
| First Heartland Consultants, Inc. | 8,065 | $1.06M | 0.11% | +13+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,070 | $1.06M | 0.26% | −649−7.4% | Reduced |
| New Jersey Better Educational Savings Trust | 8,078 | $1.07M | 2.01% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 8,112 | $1.07M | 0.78% | +280+3.6% | Added |
| Amussen Hunsaker Associates LLC | 8,211 | $1.07M | 0.19% | −177−2.1% | Reduced |
| TKG Advisors, LLC | 8,135 | $1.07M | 0.60% | +8,135 | New |
| Barton Investment Management | 8,158 | $1.08M | 0.13% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 8,167 | $1.08M | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 8,176 | $1.08M | 0.50% | −100−1.2% | Reduced |
| Weinberger Asset Management, Inc | 8,192 | $1.08M | 0.52% | −106−1.3% | Reduced |
| Guardian Wealth Advisors, LLC | 8,203 | $1.08M | 0.13% | +398+5.1% | Added |
| KC Investment Advisors, LLC | 8,207 | $1.08M | 0.56% | +209+2.6% | Added |
| Catalina Capital Group, LLC | 8,208 | $1.08M | 0.46% | +5,066+161.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,227 | $1.09M | 0.04% | +197+2.5% | Added |
| Builder Investment Group Inc | 8,231 | $1.09M | 0.32% | +5+0.1% | Added |
| Sara-Bay Financial | 8,300 | $1.09M | 0.49% | +2,385+40.3% | Added |
| L.M. Kohn & Company | 8,257 | $1.09M | 0.31% | +130+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 8,268 | $1.09M | 0.60% | −1,000−10.8% | Reduced |
| Continuum Advisory, LLC | 8,381 | $1.09M | 0.16% | −2,816−25.1% | Reduced |
| Drive Wealth Management, LLC | 8,228 | $1.09M | 0.31% | −1,650−16.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,312 | $1.10M | 0.08% | −107−1.3% | Reduced |
| Precedent Wealth Partners, LLC | 8,333 | $1.10M | 0.47% | +682+8.9% | Added |
| Emerald Advisors, LLC | 8,346 | $1.10M | 0.20% | +105+1.3% | Added |
| Matrix Private Capital Group LLC | 8,299 | $1.10M | 0.75% | −164−1.9% | Reduced |
| Chase Investment Counsel Corp | 8,360 | $1.10M | 0.41% | +259+3.2% | Added |
| Carl P. Sherr & Co., LLC | 8,368 | $1.10M | 0.62% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,375 | $1.11M | 0.14% | −35−0.4% | Reduced |
| Magnolia Capital Management Ltd | 8,400 | $1.11M | 0.94% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 8,400 | $1.11M | 0.88% | −116−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,403 | $1.11M | 0.53% | −338−3.9% | Reduced |
| Townsend Asset Management Corp | 8,410 | $1.11M | 0.44% | +13+0.2% | Added |
| Traphagen Investment Advisors LLC | 8,420 | $1.11M | 0.12% | +66+0.8% | Added |
| Relyea Zuckerberg Hanson LLC | 8,424 | $1.11M | 0.19% | +388+4.8% | Added |
| Westbourne Investment Advisors, Inc. | 8,425 | $1.11M | 0.41% | −50−0.6% | Reduced |
| Focus Financial Network, Inc. | 8,891 | $1.11M | 0.05% | +8,891 | New |
| RFP Financial Group LLC | 8,446 | $1.11M | 0.44% | −1,092−11.4% | Reduced |
| Arrow Financial Corp | 8,446 | $1.11M | 0.11% | −33−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,449 | $1.11M | 0.96% | −92−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 8,460 | $1.12M | 0.10% | +7,067+507.3% | Added |
| Ausdal Financial Partners, Inc. | 8,461 | $1.12M | 0.13% | −485−5.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,463 | $1.12M | 0.33% | +215+2.6% | Added |
| Port Capital LLC | 8,476 | $1.12M | 0.06% | −908−9.7% | Reduced |
| Ami Asset Management Corp | 8,481 | $1.12M | 0.06% | −308−3.5% | Reduced |
| Old North State Trust, LLC | 8,494 | $1.12M | 0.95% | +8,494 | New |
| Greenfield Savings Bank | 8,504 | $1.12M | 0.59% | −239−2.7% | Reduced |
| Allstate Corp | 8,509 | $1.12M | 0.08% | +110+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 8,514 | $1.12M | 0.04% | +56+0.7% | Added |
| Sonoma Private Wealth LLC | 8,519 | $1.12M | 1.81% | −302−3.4% | Reduced |
| Core Wealth Partners LLC | 8,550 | $1.13M | 0.85% | +226+2.7% | Added |
| Western Financial Corp | 8,559 | $1.13M | 0.69% | +86+1.0% | Added |
| TruWealth Advisors, LLC | 8,564 | $1.13M | 0.08% | +794+10.2% | Added |
| Frisch Financial Group, Inc. | 8,563 | $1.13M | 0.38% | +140+1.7% | Added |
| Athena Investment Management | 8,567 | $1.13M | 0.68% | +10.0% | Added |
| Cassia Capital Partners, LLC | 8,583 | $1.13M | 0.75% | +1,087+14.5% | Added |
| Professional Advisory Services Inc | 8,602 | $1.14M | 0.15% | +130+1.5% | Added |
| Vicus Capital | 8,627 | $1.14M | 0.10% | +2,272+35.8% | Added |
| Optas, LLC | 8,634 | $1.14M | 0.31% | +61+0.7% | Added |
| Burns J W & Co Inc | 8,643 | $1.14M | 0.16% | −150−1.7% | Reduced |
| General Partner, Inc. | 8,644 | $1.14M | 0.72% | +2,151+33.1% | Added |
| Cim Investment Mangement Inc | 8,651 | $1.14M | 0.34% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 8,664 | $1.14M | 0.45% | +1,742+25.2% | Added |
| SOA Wealth Advisors, LLC. | 8,675 | $1.14M | 0.24% | +39+0.5% | Added |
| Alhambra Investment Partners LLC | 8,679 | $1.15M | 0.63% | +1,382+18.9% | Added |
| Oxler Private Wealth LLC | 8,686 | $1.15M | 0.45% | +8,686 | New |
| CSS LLC | 8,688 | $1.15M | 0.09% | −1,000−10.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,698 | $1.15M | 0.61% | +2,135+32.5% | Added |
| Univest Financial Corp | 8,717 | $1.15M | 0.32% | −560−6.0% | Reduced |
| Lederer & Associates Investment Counsel | 8,729 | $1.15M | 0.80% | −1,130−11.5% | Reduced |
| Groesbeck Investment Management Corp | 8,740 | $1.15M | 1.23% | +417+5.0% | Added |
| West Coast Financial LLC | 8,750 | $1.15M | 0.14% | −496−5.4% | Reduced |
| Monument Capital Management | 8,768 | $1.16M | 0.33% | −15−0.2% | Reduced |
| QVR LLC | 8,783 | $1.16M | 0.20% | +8,783 | New |
| Shayne & Co., LLC | 8,792 | $1.16M | 0.32% | −790−8.2% | Reduced |
| Rogco, LP | 8,804 | $1.16M | 0.48% | +662+8.1% | Added |