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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 13,432 | $1.77M | 0.50% | −433−3.1% | Reduced |
| Loudon Investment Management, LLC | 13,533 | $1.79M | 1.03% | −100−0.7% | Reduced |
| Camden Capital, LLC | 13,557 | $1.79M | 0.16% | −2,721−16.7% | Reduced |
| Cornerstone Advisory, LLC | 13,604 | $1.80M | 0.26% | +368+2.8% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.80M | 3.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 13,642 | $1.80M | 0.14% | −494−3.5% | Reduced |
| Strategic Advisors LLC | 13,644 | $1.80M | 0.36% | −1,599−10.5% | Reduced |
| Auxano Advisors, LLC | 13,652 | $1.80M | 0.52% | +40.0% | Added |
| DeDora Capital, Inc. | 13,659 | $1.80M | 0.57% | −3,272−19.3% | Reduced |
| Washington Capital Management Inc | 13,718 | $1.81M | 1.47% | −795−5.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,723 | $1.81M | 0.29% | +1,255+10.1% | Added |
| Winton Group Ltd | 13,750 | $1.81M | 0.13% | +1,855+15.6% | Added |
| JFS Wealth Advisors, LLC | 13,787 | $1.82M | 0.14% | +109+0.8% | Added |
| Atom Investors LP | 13,789 | $1.82M | 0.23% | +13,789 | New |
| Pine Haven Investment Counsel, Inc | 13,792 | $1.82M | 1.60% | −50−0.4% | Reduced |
| Avestar Capital, LLC | 13,723 | $1.82M | 0.21% | +2,788+25.5% | Added |
| Redwood Investment Management, LLC | 13,839 | $1.83M | 0.18% | −20.0% | Reduced |
| MTM Investment Management, LLC | 13,848 | $1.83M | 0.75% | +191+1.4% | Added |
| David Loasby | 14,502 | $1.84M | 0.19% | +923+6.8% | Added |
| Gratus Wealth Advisors, LLC | 14,678 | $1.84M | 0.34% | +933+6.8% | Added |
| Grove Bank & Trust | 13,945 | $1.84M | 0.31% | −47−0.3% | Reduced |
| Belpointe Asset Management LLC | 13,963 | $1.84M | 0.14% | +462+3.4% | Added |
| Everpar Advisors LLC | 14,010 | $1.85M | 1.12% | −5,721−29.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,019 | $1.85M | 0.09% | +10,059+254.0% | Added |
| Colonial Trust Co | 14,043 | $1.85M | 0.35% | +222+1.6% | Added |
| Evoke Wealth, LLC | 13,988 | $1.86M | 0.06% | +13,988 | New |
| CRA Financial Services, LLC | 14,072 | $1.86M | 0.40% | −152−1.1% | Reduced |
| Register Financial Advisors LLC | 14,117 | $1.86M | 0.97% | −504−3.4% | Reduced |
| Janney Capital Management LLC | 14,164 | $1.87M | 0.12% | −217−1.5% | Reduced |
| Lee Financial Co | 14,149 | $1.87M | 0.31% | −119−0.8% | Reduced |
| Lindenwold Advisors | 14,173 | $1.87M | 1.00% | −205−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 14,179 | $1.87M | 0.20% | −40−0.3% | Reduced |
| Bull Street Advisors, LLC | 14,190 | $1.87M | 0.90% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 14,201 | $1.87M | 0.28% | −504−3.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 14,235 | $1.88M | 0.75% | −7,264−33.8% | Reduced |
| Segment Wealth Management, LLC | 14,235 | $1.88M | 0.14% | +1,388+10.8% | Added |
| ISAM Funds (UK) Ltd | 14,237 | $1.88M | 1.08% | +14,237 | New |
| LM Advisors LLC | 14,300 | $1.89M | 0.30% | −3,371−19.1% | Reduced |
| Heritage Wealth Management, LLC | 14,310 | $1.89M | 0.96% | −289−2.0% | Reduced |
| Norden Group LLC | 14,332 | $1.89M | 0.38% | +2,068+16.9% | Added |
| Premier Path Wealth Partners, LLC | 14,343 | $1.89M | 0.36% | +8+0.1% | Added |
| Coastal Investment Advisors, Inc. | 14,362 | $1.90M | 0.39% | +279+2.0% | Added |
| Bigelow Investment Advisors, LLC | 14,389 | $1.90M | 0.93% | −1,012−6.6% | Reduced |
| Zions Bancorporation, N.A. | 14,404 | $1.90M | 0.14% | −1,173−7.5% | Reduced |
| DMG Group, LLC | 14,439 | $1.91M | 1.65% | −172−1.2% | Reduced |
| Stiles Financial Services Inc | 14,439 | $1.91M | 0.76% | −191−1.3% | Reduced |
| Lantz Financial LLC | 14,458 | $1.91M | 0.61% | +12+0.1% | Added |
| Matrix Trust Co | 14,473 | $1.91M | 0.43% | −50.0% | Reduced |
| E&G Advisors, LP | 14,518 | $1.91M | 0.60% | +45+0.3% | Added |
| Nwam LLC | 14,663 | $1.92M | 0.15% | −840−5.4% | Reduced |
| Delta Asset Management LLC | 14,520 | $1.92M | 0.17% | −100−0.7% | Reduced |
| BSW Wealth Partners | 14,631 | $1.93M | 0.33% | −316−2.1% | Reduced |
| IFP Advisors, Inc | 14,633 | $1.93M | 0.08% | −199−1.3% | Reduced |
| Claro Advisors LLC | 14,637 | $1.93M | 0.34% | +635+4.5% | Added |
| Buckingham Capital Management, Inc. | 14,677 | $1.94M | 0.24% | +1,722+13.3% | Added |
| Wimmer Associates 1, LLC | 14,692 | $1.94M | 1.02% | +15+0.1% | Added |
| Wolf Group Capital Advisors | 16,832 | $1.94M | 0.92% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 14,764 | $1.95M | 0.27% | −333−2.2% | Reduced |
| Wealth Architects, LLC | 14,772 | $1.95M | 0.26% | −98−0.7% | Reduced |
| M Holdings Securities, Inc. | 14,795 | $1.95M | 0.33% | −4,270−22.4% | Reduced |
| BCS Wealth Management | 14,802 | $1.95M | 0.63% | +349+2.4% | Added |
| Telos Capital Management, Inc. | 14,806 | $1.95M | 0.22% | −865−5.5% | Reduced |
| Greenwood Capital Associates LLC | 14,821 | $1.96M | 0.26% | −823−5.3% | Reduced |
| Doheny Asset Management | 14,857 | $1.96M | 1.61% | +1,745+13.3% | Added |
| Gryphon Financial Partners LLC | 14,857 | $1.96M | 0.33% | +927+6.7% | Added |
| Cascade Financial Partners, LLC | 15,613 | $1.96M | 0.28% | +15,613 | New |
| Redwood Wealth Management Group, LLC | 14,945 | $1.97M | 2.09% | −569−3.7% | Reduced |
| Crescent Grove Advisors, LLC | 14,907 | $1.97M | 0.21% | +30.0% | Added |
| Center for Financial Planning, Inc. | 14,968 | $1.98M | 0.30% | −76−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 14,977 | $1.98M | 1.25% | −2,447−14.0% | Reduced |
| Saxon Interests, Inc. | 15,121 | $2.00M | 0.95% | +1,832+13.8% | Added |
| Shore Point Advisors, LLC | 15,178 | $2.00M | 1.14% | +11+0.1% | Added |
| Avidian Wealth Solutions, LLC | 15,203 | $2.01M | 0.11% | +1,633+12.0% | Added |
| Aigen Investment Management, LP | 15,240 | $2.01M | 0.44% | +6,327+71.0% | Added |
| Breakwater Capital Group | 15,257 | $2.01M | 0.51% | +622+4.3% | Added |
| Salvus Wealth Management, LLC | 15,268 | $2.01M | 1.38% | +61+0.4% | Added |
| Maple Capital Management, Inc. | 15,279 | $2.02M | 0.18% | −464−2.9% | Reduced |
| Donoghue Forlines LLC | 15,372 | $2.03M | 0.58% | +626+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,419 | $2.03M | 0.30% | −96−0.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 15,668 | $2.04M | 1.83% | −113−0.7% | Reduced |
| E Fund Management Co., Ltd. | 15,449 | $2.04M | 0.13% | +10,061+186.7% | Added |
| Mattern Wealth Management LLC | 15,470 | $2.04M | 0.50% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 15,474 | $2.04M | 1.19% | −4,930−24.2% | Reduced |
| First Foundation Advisors | 15,480 | $2.04M | 0.08% | +624+4.2% | Added |
| St. Louis Trust Co | 15,488 | $2.04M | 0.32% | +1,350+9.5% | Added |
| Hudson Canyon Capital Management | 15,500 | $2.05M | 1.32% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,565 | $2.05M | 0.25% | −921−5.6% | Reduced |
| WMS Partners, LLC | 15,567 | $2.05M | 0.14% | −24−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 15,573 | $2.05M | 0.44% | −1,034−6.2% | Reduced |
| Borer Denton & Associates, Inc. | 15,613 | $2.06M | 0.73% | −755−4.6% | Reduced |
| Sunflower Bank, N.A. | 15,622 | $2.06M | 0.46% | −685−4.2% | Reduced |
| Axq Capital, LP | 15,700 | $2.07M | 0.50% | +15,700 | New |
| Private Management Group Inc | 15,713 | $2.07M | 0.08% | −31−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 16,121 | $2.07M | 1.17% | +141+0.9% | Added |
| Qsemble Capital Management, LP | 15,726 | $2.08M | 0.45% | +15,726 | New |
| Hendershot Investments Inc. | 15,756 | $2.08M | 0.30% | +81+0.5% | Added |
| Soltis Investment Advisors LLC | 15,757 | $2.08M | 0.23% | +247+1.6% | Added |
| Am Investment Strategies LLC | 15,787 | $2.08M | 0.53% | +15+0.1% | Added |
| BBR Partners, LLC | 15,799 | $2.08M | 0.17% | +2,776+21.3% | Added |
| New England Research & Management, Inc. | 15,799 | $2.08M | 1.02% | +475+3.1% | Added |