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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 8,811 | $1.16M | 0.46% | +139+1.6% | Added |
| Hikari Tsushin, Inc. | 8,812 | $1.16M | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 8,845 | $1.17M | 0.19% | +415+4.9% | Added |
| Retirement Planning Co of New England, Inc. | 8,850 | $1.17M | 0.64% | −3,347−27.4% | Reduced |
| SFMG, LLC | 8,861 | $1.17M | 0.10% | −21,191−70.5% | Reduced |
| Donald L. Hagan, LLC | 8,875 | $1.17M | 0.62% | −196−2.2% | Reduced |
| Prentice Wealth Management LLC | 8,884 | $1.17M | 0.41% | +605+7.3% | Added |
| LBMC Investment Advisors, LLC | 8,886 | $1.17M | 0.10% | −120−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 8,895 | $1.17M | 0.27% | +671+8.2% | Added |
| Relative Value Partners Group, LLC | 9,721 | $1.17M | 0.07% | +24+0.2% | Added |
| Klingman & Associates, LLC | 8,900 | $1.17M | 0.08% | +11+0.1% | Added |
| First Bank & Trust | 8,911 | $1.18M | 0.24% | +103+1.2% | Added |
| Brady Family Wealth, LLC | 8,916 | $1.18M | 0.38% | +41+0.5% | Added |
| ESG Planning | 8,932 | $1.18M | 1.39% | +5,217+140.4% | Added |
| Vigilare Wealth Management | 8,932 | $1.18M | 0.58% | −918−9.3% | Reduced |
| Intrua Financial, LLC | 8,934 | $1.18M | 0.18% | +2,475+38.3% | Added |
| Arnhold LLC | 8,942 | $1.18M | 0.12% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 8,954 | $1.18M | 0.53% | +200+2.3% | Added |
| Glen Eagle Advisors, LLC | 8,974 | $1.18M | 0.22% | −94−1.0% | Reduced |
| Fort Point Capital Partners LLC | 8,980 | $1.18M | 0.16% | −168−1.8% | Reduced |
| Papp L Roy & Associates | 9,015 | $1.19M | 0.14% | −333−3.6% | Reduced |
| Cable Hill Partners, LLC | 10,057 | $1.19M | 0.15% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 9,032 | $1.19M | 0.33% | −159−1.7% | Reduced |
| NVWM, LLC | 8,997 | $1.19M | 0.33% | +484+5.7% | Added |
| Eagle Ridge Investment Management | 9,053 | $1.19M | 0.11% | +577+6.8% | Added |
| Linden Thomas Advisory Services, LLC | 9,062 | $1.20M | 0.19% | +605+7.2% | Added |
| Good Life Advisors, LLC | 9,074 | $1.20M | 0.11% | −4,352−32.4% | Reduced |
| Baker Avenue Asset Management, LP | 9,102 | $1.20M | 0.05% | −240−2.6% | Reduced |
| Kidder Stephen W | 9,104 | $1.20M | 0.38% | −40−0.4% | Reduced |
| Principal Street Partners, LLC | 9,198 | $1.21M | 0.23% | −339−3.6% | Reduced |
| Monetary Management Group Inc | 9,155 | $1.21M | 0.34% | −250−2.7% | Reduced |
| Virtue Capital Management, LLC | 9,622 | $1.21M | 0.22% | +560+6.2% | Added |
| XTX Topco Ltd | 9,175 | $1.21M | 0.16% | +6,838+292.6% | Added |
| Investors Research Corp | 9,176 | $1.21M | 0.28% | −7,307−44.3% | Reduced |
| Washington Trust Advisors, Inc. | 9,178 | $1.21M | 0.11% | +72+0.8% | Added |
| ProVise Management Group, LLC | 9,190 | $1.21M | 0.10% | −4,324−32.0% | Reduced |
| Trifecta Capital Advisors, LLC | 9,192 | $1.21M | 0.30% | 00.0% | Unchanged |
| McRae Capital Management Inc | 9,195 | $1.21M | 0.27% | −142−1.5% | Reduced |
| Waterfront Wealth Inc. | 9,258 | $1.21M | 0.34% | +6,698+261.6% | Added |
| My Legacy Advisors, LLC | 9,223 | $1.22M | 0.41% | −87−0.9% | Reduced |
| Hemenway Trust Co LLC | 9,223 | $1.22M | 0.11% | +394+4.5% | Added |
| LMR Partners LLP | 9,278 | $1.22M | 0.03% | +9,278 | New |
| Strong Tower Advisory Services | 9,376 | $1.23M | 0.49% | +1,051+12.6% | Added |
| TCI Wealth Advisors, Inc. | 9,344 | $1.23M | 0.12% | +36+0.4% | Added |
| Alliance Wealth Management Group | 9,350 | $1.23M | 0.36% | +499+5.6% | Added |
| Towercrest Capital Management | 9,370 | $1.24M | 0.21% | +499+5.6% | Added |
| Nordwand Advisors, LLC | 9,371 | $1.24M | 0.48% | −15,488−62.3% | Reduced |
| Kowal Investment Group, LLC | 9,393 | $1.24M | 0.27% | +1,326+16.4% | Added |
| Morningstar Investment Services LLC | 9,419 | $1.24M | 0.01% | −5,091−35.1% | Reduced |
| Tyche Wealth Partners LLC | 9,442 | $1.25M | 0.30% | −3,726−28.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,480 | $1.25M | 0.99% | −45−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 9,489 | $1.25M | 0.04% | +2,023+27.1% | Added |
| Retirement Income Solutions, Inc | 9,575 | $1.26M | 0.29% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 11,954 | $1.27M | 0.08% | +7,822+189.3% | Added |
| Richard W. Paul & Associates, LLC | 9,626 | $1.27M | 0.51% | −85−0.9% | Reduced |
| Kapstone Financial Advisors LLC | 9,639 | $1.27M | 0.87% | −29−0.3% | Reduced |
| Scharf Investments, LLC | 9,656 | $1.27M | 0.03% | +645+7.2% | Added |
| Foresight Global Investors, Inc. | 9,675 | $1.28M | 0.63% | +9,675 | New |
| Wealth Group, Ltd. | 9,681 | $1.28M | 0.96% | +9,681 | New |
| Park Place Capital Corp | 9,693 | $1.28M | 0.46% | −3,101−24.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 9,649 | $1.28M | 0.12% | +850+9.7% | Added |
| Woodward Diversified Capital, LLC | 9,706 | $1.28M | 0.80% | +593+6.5% | Added |
| FinTrust Capital Advisors, LLC | 9,712 | $1.28M | 0.25% | +1,019+11.7% | Added |
| First Western Trust Bank | 9,713 | $1.28M | 0.06% | −1,312−11.9% | Reduced |
| First Pacific Financial | 9,714 | $1.28M | 0.36% | +145+1.5% | Added |
| Northwest Investment Counselors, LLC | 9,716 | $1.28M | 0.31% | +121+1.3% | Added |
| Midland Wealth Advisors LLC | 9,729 | $1.28M | 0.08% | −367−3.6% | Reduced |
| Apriem Advisors | 9,740 | $1.29M | 0.16% | −78−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 9,874 | $1.29M | 1.10% | +302+3.2% | Added |
| Seascape Capital Management | 9,775 | $1.29M | 0.48% | −499−4.9% | Reduced |
| Highlander Capital Management, LLC | 9,782 | $1.29M | 0.44% | −1,200−10.9% | Reduced |
| Callan Capital, LLC | 9,793 | $1.29M | 0.11% | +2,077+26.9% | Added |
| Coppell Advisory Solutions Corp. | 9,799 | $1.29M | 0.24% | +9,799 | New |
| Dorchester Wealth Management Co | 9,825 | $1.30M | 0.23% | −263−2.6% | Reduced |
| Cantor Fitzgerald, L. P. | 9,826 | $1.30M | 0.31% | +4,205+74.8% | Added |
| Seelaus Asset Management LLC | 9,835 | $1.30M | 1.29% | −199−2.0% | Reduced |
| Invera Wealth Advisors, LLC | 10,379 | $1.30M | 1.10% | −544−5.0% | Reduced |
| First Business Financial Services, Inc. | 9,885 | $1.30M | 0.14% | −46−0.5% | Reduced |
| Cidel Asset Management Inc | 9,920 | $1.31M | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 9,939 | $1.31M | 0.64% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 9,939 | $1.31M | 0.09% | +663+7.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,961 | $1.31M | 0.08% | +580+6.2% | Added |
| Gibson Wealth Advisors LLC | 10,005 | $1.32M | 1.27% | +10,005 | New |
| Canopy Partners, LLC | 10,037 | $1.32M | 0.65% | +905+9.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 10,082 | $1.33M | 0.46% | +10,082 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 10,095 | $1.33M | 0.66% | +30.0% | Added |
| Plotkin Financial Advisors, LLC | 10,102 | $1.33M | 0.88% | +10,102 | New |
| MBL Wealth, LLC | 10,117 | $1.33M | 0.15% | −738−6.8% | Reduced |
| Highline Wealth Partners LLC | 10,118 | $1.34M | 0.54% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 10,121 | $1.34M | 0.03% | −619−5.8% | Reduced |
| DGS Capital Management, LLC | 10,121 | $1.34M | 0.38% | +4,218+71.5% | Added |
| Tradewinds, LLC. | 10,130 | $1.34M | 1.18% | +10,130 | New |
| WealthPLAN Partners, LLC | 10,131 | $1.34M | 0.14% | −105−1.0% | Reduced |
| Ambassador Advisors, LLC | 10,142 | $1.34M | 0.24% | +4,610+83.3% | Added |
| Hamilton Point Investment Advisors, LLC | 10,095 | $1.34M | 0.26% | −464−4.4% | Reduced |
| Atlas Private Wealth Advisors | 10,222 | $1.35M | 0.45% | −12,185−54.4% | Reduced |
| Quent Capital, LLC | 10,236 | $1.35M | 0.16% | +1,048+11.4% | Added |
| SNS Financial Group, LLC | 10,180 | $1.35M | 0.15% | −249−2.4% | Reduced |
| Coston, McIsaac & Partners | 10,267 | $1.35M | 0.43% | +40.0% | Added |
| G&S Capital LLC | 10,296 | $1.36M | 0.61% | +10,296 | New |