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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 12,095 | $1.52M | 0.21% | −25−0.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11,559 | $1.53M | 0.62% | +53+0.5% | Added |
| Wealth Management Associates, Inc. | 12,347 | $1.53M | 0.72% | +20.0% | Added |
| Keeler Thomas Management LLC | 11,586 | $1.53M | 0.52% | −4,024−25.8% | Reduced |
| Lebenthal Global Advisors, LLC | 11,592 | $1.53M | 0.34% | −1,952−14.4% | Reduced |
| Prairie Sky Financial Group LLC | 11,594 | $1.53M | 0.92% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,596 | $1.53M | 0.24% | +777+7.2% | Added |
| Quest Partners LLC | 11,656 | $1.54M | 0.27% | +7,263+165.3% | Added |
| World Equity Group, Inc. | 11,642 | $1.54M | 0.32% | −1,205−9.4% | Reduced |
| GoalVest Advisory LLC | 11,659 | $1.54M | 0.51% | +590+5.3% | Added |
| Renaissance Investment Group LLC | 11,687 | $1.54M | 0.35% | −437−3.6% | Reduced |
| Accredited Investors Inc. | 11,726 | $1.55M | 0.10% | +271+2.4% | Added |
| Occidental Asset Management, LLC | 11,753 | $1.55M | 0.29% | +78+0.7% | Added |
| CoreFirst Bank & Trust | 11,757 | $1.55M | 0.97% | −507−4.1% | Reduced |
| Brave Asset Management Inc | 11,764 | $1.55M | 0.40% | −13−0.1% | Reduced |
| Hartford Funds Management Co LLC | 11,787 | $1.56M | 0.15% | +1,597+15.7% | Added |
| Game Creek Capital, LP | 11,875 | $1.57M | 0.85% | −750−5.9% | Reduced |
| Lipe & Dalton | 11,927 | $1.57M | 0.81% | +102+0.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 11,975 | $1.58M | 0.04% | +11,975 | New |
| Bright Futures Wealth Management, LLC. | 12,172 | $1.58M | 0.85% | +12,172 | New |
| Fairfield, Bush & Co. | 11,982 | $1.58M | 0.94% | −295−2.4% | Reduced |
| OV Management LLC | 12,000 | $1.58M | 1.15% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,006 | $1.58M | 0.64% | +705+6.2% | Added |
| Widmann Financial Services, Inc. | 12,038 | $1.59M | 1.33% | −126−1.0% | Reduced |
| VisionPoint Advisory Group, LLC | 12,044 | $1.59M | 0.57% | −7,154−37.3% | Reduced |
| Elgethun Capital Management | 12,210 | $1.59M | 0.40% | +5,224+74.8% | Added |
| Gilman Hill Asset Management, LLC | 12,068 | $1.59M | 0.29% | −86−0.7% | Reduced |
| Oxford Wealth Group, LLC | 12,084 | $1.59M | 1.45% | +12,084 | New |
| Physicians Financial Services, Inc. | 12,095 | $1.60M | 0.56% | 00.0% | Unchanged |
| VeraBank, N.A. | 12,109 | $1.60M | 0.50% | −12−0.1% | Reduced |
| Hilltop National Bank | 12,117 | $1.60M | 0.54% | +12,117 | New |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.60M | 0.79% | 00.0% | Unchanged |
| Clean Yield Group | 12,125 | $1.60M | 0.62% | −100−0.8% | Reduced |
| First Trust Investment Solutions L.P. | 12,142 | $1.60M | 0.28% | −2,044−14.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,142 | $1.60M | 0.50% | −249−2.0% | Reduced |
| NWF Advisory Services Inc. | 12,147 | $1.60M | 0.27% | +284+2.4% | Added |
| City State Bank | 12,154 | $1.60M | 0.71% | +9+0.1% | Added |
| Aaron Wealth Advisors | 12,177 | $1.61M | 0.23% | +3,599+42.0% | Added |
| Verdad Advisers, LP | 12,212 | $1.61M | 1.75% | +12,212 | New |
| Pictet Bank & Trust Ltd | 12,220 | $1.61M | 1.70% | +962+8.5% | Added |
| Perkins Capital Management Inc | 12,225 | $1.61M | 1.35% | 00.0% | Unchanged |
| Vista Investment Management | 12,233 | $1.61M | 0.66% | −162−1.3% | Reduced |
| Farmers National Bank | 12,257 | $1.62M | 0.48% | −661−5.1% | Reduced |
| Knuff & Co LLC | 12,270 | $1.62M | 0.54% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12,284 | $1.62M | 0.56% | +783+6.8% | Added |
| Leo Wealth, LLC | 12,357 | $1.63M | 0.17% | −733−5.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 12,326 | $1.63M | 1.49% | −124−1.0% | Reduced |
| Eudaimonia Advisors LLC | 12,341 | $1.63M | 0.87% | +113+0.9% | Added |
| Financial Sense Advisors, Inc. | 12,351 | $1.63M | 0.58% | −507−3.9% | Reduced |
| Archford Capital Strategies, LLC | 12,353 | $1.63M | 0.27% | +104+0.8% | Added |
| Wolff Financial Management LLC | 12,382 | $1.63M | 0.48% | +10.0% | Added |
| M. Kraus & Co | 12,392 | $1.64M | 0.50% | −325−2.6% | Reduced |
| Ransom Advisory, Ltd | 12,406 | $1.64M | 0.87% | +12,406 | New |
| Eaton Financial Holdings Company, LLC | 12,427 | $1.64M | 0.85% | −945−7.1% | Reduced |
| Schulhoff & Co Inc | 12,448 | $1.64M | 0.72% | +290+2.4% | Added |
| Old North State Wealth Management, LLC | 12,458 | $1.65M | 1.07% | +276+2.3% | Added |
| Summit Wealth Partners, LLC | 12,483 | $1.65M | 0.35% | +127+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 12,546 | $1.66M | 0.16% | −597−4.5% | Reduced |
| Navalign, LLC | 12,574 | $1.66M | 0.55% | −272−2.1% | Reduced |
| MJP Associates Inc | 12,586 | $1.66M | 0.36% | +1,725+15.9% | Added |
| PDS Planning, Inc | 12,620 | $1.67M | 0.17% | +76+0.6% | Added |
| Keudell/Morrison Wealth Management | 12,621 | $1.67M | 0.50% | +151+1.2% | Added |
| First Financial Corp | 12,649 | $1.67M | 0.85% | −2,561−16.8% | Reduced |
| Centaurus Financial, Inc. | 12,700 | $1.68M | 0.12% | −231−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 12,712 | $1.68M | 1.17% | +1,391+12.3% | Added |
| Raleigh Capital Management Inc. | 12,729 | $1.68M | 0.72% | +491+4.0% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.68M | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,754 | $1.68M | 0.13% | −13,754−51.9% | Reduced |
| Sargent Investment Group, LLC | 12,757 | $1.68M | 0.37% | −1,606−11.2% | Reduced |
| Levy Wealth Management Group, LLC | 15,444 | $1.68M | 0.47% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 12,693 | $1.68M | 0.56% | −218−1.7% | Reduced |
| MidWestOne Financial Group, Inc. | 12,784 | $1.69M | 0.30% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 12,828 | $1.69M | 0.11% | −126−1.0% | Reduced |
| KLCM Advisors, Inc. | 12,858 | $1.70M | 0.22% | +70+0.5% | Added |
| IMS Capital Management | 12,886 | $1.70M | 0.79% | −118−0.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 12,890 | $1.70M | 0.32% | +1,849+16.7% | Added |
| Wealth Effects LLC | 12,900 | $1.70M | 0.63% | −2,197−14.6% | Reduced |
| Regal Investment Advisors LLC | 12,901 | $1.70M | 0.12% | −323−2.4% | Reduced |
| Charles Schwab Trust Co | 12,959 | $1.71M | 0.16% | −2,303−15.1% | Reduced |
| Resurgent Financial Advisors LLC | 12,974 | $1.71M | 0.91% | −1,109−7.9% | Reduced |
| Notis-McConarty Edward | 13,000 | $1.72M | 0.68% | −3,350−20.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.72M | 0.60% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13,025 | $1.72M | 0.79% | +156+1.2% | Added |
| Delphi Management Inc | 13,047 | $1.72M | 1.34% | +366+2.9% | Added |
| Processus Wealth & Capital Management, LLC | 13,123 | $1.73M | 1.53% | +1,471+12.6% | Added |
| Point72 Hong Kong Ltd | 13,127 | $1.73M | 0.09% | −40,293−75.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,332 | $1.74M | 0.73% | −574−4.1% | Reduced |
| Cape Ann Savings Bank | 13,209 | $1.74M | 1.09% | −146−1.1% | Reduced |
| Berger Financial Group, Inc | 13,219 | $1.74M | 0.14% | −39,596−75.0% | Reduced |
| LVM Capital Management Ltd | 13,265 | $1.75M | 0.21% | +126+1.0% | Added |
| Pingora Partners LLC | 13,279 | $1.75M | 1.28% | +159+1.2% | Added |
| 17 Capital Partners, LLC | 13,302 | $1.76M | 1.30% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 13,306 | $1.76M | 0.68% | 00.0% | Unchanged |
| Centennial Bank | 13,359 | $1.76M | 0.90% | −725−5.1% | Reduced |
| Trueblood Wealth Management, LLC | 13,360 | $1.76M | 1.01% | +169+1.3% | Added |
| Skopos Labs, Inc. | 13,460 | $1.76M | 0.76% | +167+1.3% | Added |
| WCG Wealth Advisors LLC | 13,375 | $1.76M | 0.15% | −4,174−23.8% | Reduced |
| MB, Levis & Associates, LLC | 13,402 | $1.77M | 0.95% | +42+0.3% | Added |
| Nia Impact Advisors, LLC | 13,415 | $1.77M | 0.71% | +13,415 | New |
| ROI Financial Advisors, LLC | 13,422 | $1.77M | 1.39% | −298−2.2% | Reduced |