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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 10,299 | $1.36M | 0.33% | −518−4.8% | Reduced |
| Signet Financial Management, LLC | 10,313 | $1.36M | 0.19% | +214+2.1% | Added |
| Sweet Financial Partners, LLC | 10,319 | $1.36M | 0.31% | −12,973−55.7% | Reduced |
| Mechanics Financial Corp | 10,322 | $1.36M | 0.71% | +246+2.4% | Added |
| First National Corp | 12,537 | $1.37M | 0.34% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 10,371 | $1.37M | 1.42% | −368−3.4% | Reduced |
| Dover Advisors, LLC | 10,377 | $1.37M | 0.94% | +4,208+68.2% | Added |
| Forza Wealth Management, LLC | 10,398 | $1.37M | 0.71% | −200−1.9% | Reduced |
| TLWM | 10,417 | $1.37M | 0.30% | −315−2.9% | Reduced |
| Argent Capital Management LLC | 10,440 | $1.38M | 0.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 10,443 | $1.38M | 0.18% | +109+1.1% | Added |
| Monograph Wealth Advisors, LLC | 10,383 | $1.38M | 0.20% | +10,383 | New |
| Journey Strategic Wealth LLC | 10,469 | $1.38M | 0.06% | +1,104+11.8% | Added |
| Traynor Capital Management, Inc. | 10,470 | $1.38M | 0.13% | +207+2.0% | Added |
| Redmond Asset Management, LLC | 10,471 | $1.38M | 0.44% | −498−4.5% | Reduced |
| Gries Financial LLC | 10,476 | $1.38M | 0.23% | +682+7.0% | Added |
| RKL Wealth Management LLC | 10,480 | $1.38M | 0.14% | +181+1.8% | Added |
| First Washington CORP | 10,482 | $1.38M | 0.53% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,486 | $1.38M | 0.67% | +1,290+14.0% | Added |
| Heartland Bank & Trust Co | 10,507 | $1.39M | 0.81% | −528−4.8% | Reduced |
| WNY Asset Management, LLC | 10,521 | $1.39M | 0.21% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,523 | $1.39M | 0.19% | +107+1.0% | Added |
| Mill Creek Capital Advisors, LLC | 10,525 | $1.39M | 0.04% | −336−3.1% | Reduced |
| Aurora Private Wealth, Inc. | 10,615 | $1.39M | 1.20% | +28+0.3% | Added |
| Blueprint Investment Partners LLC | 10,561 | $1.39M | 0.28% | +6,378+152.5% | Added |
| Patron Partners Advisors, LLC | 10,580 | $1.40M | 0.85% | +222+2.1% | Added |
| MBB Public Markets I LLC | 10,585 | $1.40M | 0.09% | +10,585 | New |
| RiverFront Investment Group, LLC | 10,590 | $1.40M | 0.04% | −203−1.9% | Reduced |
| Meeder Asset Management Inc | 10,594 | $1.40M | 0.09% | +3,583+51.1% | Added |
| Sage Rhino Capital LLC | 10,608 | $1.40M | 0.33% | +201+1.9% | Added |
| Emprise Bank | 10,631 | $1.40M | 0.94% | +10,631 | New |
| Beacon Financial Advisory LLC | 10,639 | $1.40M | 0.68% | −2,197−17.1% | Reduced |
| Hilltop Partners LLC | 10,653 | $1.41M | 0.50% | +97+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,670 | $1.41M | 0.60% | +180+1.7% | Added |
| Centiva Capital, LP | 10,672 | $1.41M | 0.08% | +10,543+8,172.9% | Added |
| Capital Square, LLC | 10,680 | $1.41M | 0.99% | +1,132+11.9% | Added |
| OneAscent Financial Services LLC | 10,671 | $1.42M | 0.16% | +584+5.8% | Added |
| Ronald Blue Trust, Inc. | 10,733 | $1.42M | 0.02% | −7,774−42.0% | Reduced |
| Lavaca Capital LLC | 10,734 | $1.42M | 0.86% | +1,834+20.6% | Added |
| Peak Planning Group, LLC | 10,745 | $1.42M | 0.89% | +261+2.5% | Added |
| BCJ Capital Management, LLC | 10,773 | $1.42M | 0.11% | −502−4.5% | Reduced |
| Cladis Investment Advisory, LLC | 10,776 | $1.42M | 1.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 11,223 | $1.42M | 0.53% | −188−1.6% | Reduced |
| AXS Investments LLC | 10,802 | $1.43M | 0.34% | −2,478−18.7% | Reduced |
| Peoples Bank | 10,806 | $1.43M | 0.79% | −271−2.4% | Reduced |
| FCG Investment Co | 10,807 | $1.43M | 1.14% | −2,486−18.7% | Reduced |
| Crewe Advisors LLC | 10,819 | $1.43M | 0.17% | +10,819 | New |
| Providence Capital Advisors, LLC | 10,830 | $1.43M | 0.31% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10,870 | $1.43M | 0.02% | +2,198+25.3% | Added |
| Missouri Trust & Investment Co | 10,872 | $1.43M | 0.55% | +500+4.8% | Added |
| True North Advisors, LLC | 10,894 | $1.44M | 0.40% | −23−0.2% | Reduced |
| Wolff Wiese Magana LLC | 10,897 | $1.44M | 1.24% | +10,405+2,114.8% | Added |
| Abundance Wealth Counselors | 10,927 | $1.44M | 0.33% | −703−6.0% | Reduced |
| Clarkston Capital Partners, LLC | 10,929 | $1.44M | 0.03% | +281+2.6% | Added |
| Allen Capital Group, LLC | 10,930 | $1.44M | 0.21% | +105+1.0% | Added |
| Strategic Planning Group, LLC | 10,951 | $1.45M | 0.36% | +1,461+15.4% | Added |
| Northstar Asset Management LLC | 10,952 | $1.45M | 0.36% | −846−7.2% | Reduced |
| NFJ Investment Group, LLC | 10,959 | $1.45M | 0.04% | +10,959 | New |
| Bremer Bank National Association | 10,978 | $1.45M | 0.27% | +812+8.0% | Added |
| Childress Capital Advisors, LLC | 10,991 | $1.45M | 0.42% | −407−3.6% | Reduced |
| Baker Ellis Asset Management LLC | 11,005 | $1.45M | 0.22% | +1,140+11.6% | Added |
| Chapin Davis, Inc. | 11,021 | $1.45M | 0.53% | −311−2.7% | Reduced |
| CVA Family Office, LLC | 11,027 | $1.46M | 0.26% | +90+0.8% | Added |
| Abacus Planning Group, Inc. | 11,058 | $1.46M | 0.29% | −489−4.2% | Reduced |
| First Interstate Bank | 11,062 | $1.46M | 0.10% | −724−6.1% | Reduced |
| PGGM Investments | 11,072 | $1.46M | 0.02% | −42,167−79.2% | Reduced |
| Gen-Wealth Partners Inc | 11,086 | $1.46M | 0.73% | +11,086 | New |
| Coastal Bridge Advisors, LLC | 11,096 | $1.46M | 0.34% | +22+0.2% | Added |
| Engineers Gate Manager LP | 11,102 | $1.46M | 0.04% | −9,921−47.2% | Reduced |
| Acorn Financial Advisory Services Inc | 11,126 | $1.47M | 0.28% | −537−4.6% | Reduced |
| Abacus Wealth Partners, LLC | 11,145 | $1.47M | 0.25% | +1,263+12.8% | Added |
| Adirondack Trust Co | 11,167 | $1.47M | 0.62% | −142−1.3% | Reduced |
| Opinicus Capital, Inc. | 11,181 | $1.48M | 1.31% | +1,820+19.4% | Added |
| Evernest Financial Advisors, LLC | 11,744 | $1.48M | 0.70% | +624+5.6% | Added |
| Bell Bank | 11,197 | $1.48M | 0.13% | +1,962+21.2% | Added |
| Woodard & Co Asset Management Group Inc | 11,199 | $1.48M | 0.39% | −688−5.8% | Reduced |
| Aspire Private Capital, LLC | 11,200 | $1.48M | 0.39% | +1,321+13.4% | Added |
| Charter Oak Capital Management, LLC | 11,213 | $1.48M | 0.16% | +9+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 11,215 | $1.48M | 0.78% | −626−5.3% | Reduced |
| Investment Partners Asset Management, Inc. | 11,226 | $1.48M | 1.34% | −446−3.8% | Reduced |
| Pacific Capital Partners Ltd | 11,270 | $1.49M | 0.97% | +2,239+24.8% | Added |
| Ridgecrest Wealth Partners, LLC | 11,272 | $1.49M | 0.89% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,282 | $1.49M | 0.87% | −10.0% | Reduced |
| Financial Insights, Inc. | 11,282 | $1.49M | 0.42% | −775−6.4% | Reduced |
| Eley Financial Management, Inc | 11,283 | $1.49M | 0.64% | −3,435−23.3% | Reduced |
| YHB Investment Advisors, Inc. | 11,293 | $1.49M | 0.13% | −445−3.8% | Reduced |
| North Star Asset Management Inc | 11,298 | $1.49M | 0.07% | −36−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 11,305 | $1.49M | 0.55% | −88−0.8% | Reduced |
| Pioneer Trust Bank N A | 11,321 | $1.49M | 0.42% | −220−1.9% | Reduced |
| Simon Quick Advisors, LLC | 11,330 | $1.49M | 0.11% | +2,780+32.5% | Added |
| Hunter Associates Investment Management LLC | 11,400 | $1.50M | 0.25% | +20.0% | Added |
| Wellington Shields Capital Management, LLC | 11,371 | $1.50M | 0.28% | +100+0.9% | Added |
| Guerra Pan Advisors, LLC | 11,377 | $1.50M | 1.39% | +113+1.0% | Added |
| National Philanthropic Trust | 11,388 | $1.50M | 0.03% | +8,687+321.6% | Added |
| Cambridge Advisors Inc. | 11,416 | $1.51M | 0.36% | +524+4.8% | Added |
| LexAurum Advisors, LLC | 11,442 | $1.51M | 0.38% | +41+0.4% | Added |
| Pinnacle Holdings, LLC | 11,444 | $1.51M | 0.61% | −785−6.4% | Reduced |
| Zullo Investment Group, Inc. | 11,469 | $1.51M | 0.71% | +48+0.4% | Added |
| Everhart Financial Group, Inc. | 11,518 | $1.52M | 0.44% | +2,210+23.7% | Added |
| Covenant Partners, LLC | 11,522 | $1.52M | 0.44% | 00.0% | Unchanged |