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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 15,802 | $2.09M | 0.22% | +450+2.9% | Added |
| Integrated Investment Consultants, LLC | 15,816 | $2.09M | 0.57% | +10.0% | Added |
| Umpqua Bank | 15,861 | $2.09M | 0.86% | +15,861 | New |
| WBH Advisory Inc | 15,935 | $2.10M | 0.22% | −2,298−12.6% | Reduced |
| Martin & Co Inc | 15,945 | $2.10M | 0.51% | −489−3.0% | Reduced |
| McDonald Partners LLC | 15,972 | $2.11M | 0.58% | −812−4.8% | Reduced |
| Icon Advisers Inc | 16,100 | $2.11M | 0.46% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15,987 | $2.11M | 1.16% | −100−0.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $2.11M | 1.07% | +16,000 | New |
| Exchange Bank | 16,015 | $2.11M | 1.74% | −90−0.6% | Reduced |
| Emfo, LLC | 16,034 | $2.12M | 1.94% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 16,045 | $2.12M | 1.50% | −511−3.1% | Reduced |
| Camarda Financial Advisors, LLC | 16,084 | $2.12M | 0.86% | −187−1.1% | Reduced |
| Triangle Securities Wealth Management | 16,104 | $2.12M | 0.61% | +408+2.6% | Added |
| Compton Wealth Advisory Group, LLC | 16,110 | $2.13M | 0.58% | +150+0.9% | Added |
| McAdam, LLC | 16,155 | $2.13M | 0.14% | +70.0% | Added |
| Home Federal Bank of Tennessee | 16,156 | $2.13M | 0.66% | −97−0.6% | Reduced |
| St. Johns Investment Management Company, LLC | 16,170 | $2.13M | 1.02% | +74+0.5% | Added |
| PBMares Wealth Management LLC | 16,186 | $2.14M | 0.56% | −70.0% | Reduced |
| Guardian Investment Management | 16,200 | $2.14M | 1.76% | −1,500−8.5% | Reduced |
| Wisconsin Capital Management LLC | 16,254 | $2.14M | 1.13% | −200−1.2% | Reduced |
| InterOcean Capital Group, LLC | 16,275 | $2.15M | 0.05% | +2,264+16.2% | Added |
| Handelsinvest Investeringsforvaltning | 16,284 | $2.15M | 1.03% | −2,943−15.3% | Reduced |
| Northwest Capital Management Inc | 16,289 | $2.15M | 0.69% | +80.0% | Added |
| Global Trust Asset Management, LLC | 16,329 | $2.15M | 0.88% | −469−2.8% | Reduced |
| FOCUS Wealth Advisors, LLC | 16,340 | $2.16M | 1.15% | +4,695+40.3% | Added |
| High Net Worth Advisory Group LLC | 16,358 | $2.16M | 0.68% | +25+0.2% | Added |
| Wealth Alliance | 16,382 | $2.16M | 0.28% | +113+0.7% | Added |
| West Family Investments, Inc. | 16,412 | $2.17M | 0.67% | +474+3.0% | Added |
| Total Clarity Wealth Management, Inc. | 16,414 | $2.17M | 0.75% | +114+0.7% | Added |
| Pacific Global Investment Management CO | 16,431 | $2.17M | 0.41% | −1,643−9.1% | Reduced |
| Atlas Brown,Inc. | 16,439 | $2.17M | 0.79% | +939+6.1% | Added |
| CWA Asset Management Group, LLC | 16,439 | $2.17M | 0.13% | +1,275+8.4% | Added |
| Farther Finance Advisors, LLC | 16,561 | $2.17M | 0.13% | +2,054+14.2% | Added |
| Wealth Dimensions Group, Ltd. | 16,447 | $2.17M | 0.64% | −426−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,487 | $2.18M | 0.11% | −234−1.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,523 | $2.18M | 1.64% | −1,028−5.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,550 | $2.18M | 0.25% | −116−0.7% | Reduced |
| Change Path, LLC | 16,555 | $2.18M | 0.09% | +7,765+88.3% | Added |
| NCM Capital Management, LLC | 16,555 | $2.18M | 1.22% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 16,570 | $2.19M | 0.40% | −1,211−6.8% | Reduced |
| Central Valley Advisors, LLC | 16,581 | $2.19M | 1.13% | +722+4.6% | Added |
| Argent Advisors, Inc. | 16,588 | $2.19M | 0.87% | −100−0.6% | Reduced |
| Ellevest, Inc. | 16,604 | $2.19M | 0.14% | +196+1.2% | Added |
| Acropolis Investment Management, LLC | 16,644 | $2.20M | 0.14% | +15+0.1% | Added |
| MCF Advisors LLC | 16,603 | $2.20M | 0.17% | +807+5.1% | Added |
| Chesapeake Wealth Management | 16,672 | $2.20M | 0.80% | +206+1.3% | Added |
| Probity Advisors, Inc. | 16,720 | $2.21M | 0.46% | −252−1.5% | Reduced |
| Catalyst Financial Partners LLC | 17,602 | $2.21M | 0.57% | −329−1.8% | Reduced |
| Bridgewater Advisors Inc. | 16,732 | $2.21M | 0.33% | +715+4.5% | Added |
| Princeton Global Asset Management LLC | 16,740 | $2.21M | 0.53% | −469−2.7% | Reduced |
| Richwood Investment Advisors, LLC | 16,770 | $2.21M | 1.96% | −46−0.3% | Reduced |
| Magnolia Capital Advisors LLC | 17,640 | $2.22M | 1.86% | +1,685+10.6% | Added |
| JPL Wealth Management, LLC | 16,820 | $2.22M | 1.23% | +2,754+19.6% | Added |
| Ascent Wealth Partners, LLC | 16,821 | $2.22M | 0.33% | +242+1.5% | Added |
| Pacitti Group Inc. | 16,766 | $2.22M | 1.20% | +294+1.8% | Added |
| Vectors Research Management, LLC | 16,842 | $2.22M | 0.63% | −1,090−6.1% | Reduced |
| Founders Financial Alliance, LLC | 16,892 | $2.23M | 0.67% | −242−1.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,898 | $2.23M | 0.27% | −1,525−8.3% | Reduced |
| Gold Investment Management Ltd. | 16,992 | $2.24M | 0.91% | +113+0.7% | Added |
| 1858 Wealth Management, LLC | 20,580 | $2.24M | 2.13% | 00.0% | Unchanged |
| Hoey Investments, Inc | 17,004 | $2.24M | 0.50% | +1,112+7.0% | Added |
| Transform Wealth, LLC | 16,918 | $2.25M | 0.21% | −21,196−55.6% | Reduced |
| Wealthquest Corp | 17,024 | $2.25M | 0.24% | −435−2.5% | Reduced |
| IAM Advisory, LLC | 17,056 | $2.25M | 0.62% | +266+1.6% | Added |
| Catalytic Wealth RIA, LLC | 17,060 | $2.25M | 0.45% | +6,522+61.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,066 | $2.25M | 0.17% | −99,648−85.4% | Reduced |
| Beacon Financial Group | 17,141 | $2.26M | 0.26% | −445−2.5% | Reduced |
| Oak Associates, Ltd | 17,168 | $2.27M | 0.16% | −2,431−12.4% | Reduced |
| Jupiter Wealth Management LLC | 17,500 | $2.27M | 1.20% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 17,182 | $2.27M | 0.63% | −481−2.7% | Reduced |
| Peddock Capital Advisors, LLC | 17,184 | $2.27M | 0.59% | +776+4.7% | Added |
| Blodgett Wealth Advisors, LLC | 17,279 | $2.28M | 2.07% | +291+1.7% | Added |
| Kavar Capital Partners Group, LLC | 17,339 | $2.29M | 0.42% | −9,523−35.5% | Reduced |
| Globeflex Capital L P | 17,390 | $2.29M | 0.22% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17,453 | $2.30M | 0.67% | +400+2.3% | Added |
| Old Point Trust & Financial Services N A | 17,485 | $2.31M | 0.84% | +50+0.3% | Added |
| Alaethes Wealth LLC | 17,438 | $2.31M | 1.01% | +1,269+7.8% | Added |
| Signet Investment Advisory Group, Inc. | 17,532 | $2.31M | 1.26% | −30.0% | Reduced |
| Baxter Bros Inc | 17,547 | $2.32M | 0.30% | −4,854−21.7% | Reduced |
| Field & Main Bank | 17,599 | $2.32M | 0.90% | −184−1.0% | Reduced |
| Grey Street Capital, LLC | 17,501 | $2.32M | 0.31% | +17,501 | New |
| Wintrust Investments LLC | 17,629 | $2.33M | 0.21% | −512−2.8% | Reduced |
| ACR Alpine Capital Research, LLC | 17,733 | $2.34M | 0.07% | +726+4.3% | Added |
| Ramirez Asset Management, Inc. | 17,768 | $2.34M | 0.47% | 00.0% | Unchanged |
| Diligent Investors, LLC | 17,832 | $2.35M | 0.59% | +30.0% | Added |
| Blue Edge Capital, LLC | 17,847 | $2.35M | 0.39% | 00.0% | Unchanged |
| Kendall Capital Management | 17,900 | $2.36M | 0.81% | −725−3.9% | Reduced |
| Deseret Mutual Benefit Administrators | 17,908 | $2.36M | 1.18% | −13−0.1% | Reduced |
| Insight Inv LLC | 17,909 | $2.38M | 2.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 18,022 | $2.38M | 0.19% | −334−1.8% | Reduced |
| City Holding Co | 18,024 | $2.38M | 0.36% | +1,463+8.8% | Added |
| Hedges Asset Management LLC | 18,050 | $2.38M | 1.67% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 18,065 | $2.38M | 0.19% | −2,148−10.6% | Reduced |
| Connecticut Wealth Management, LLC | 18,076 | $2.39M | 0.13% | +147+0.8% | Added |
| Windsor Capital Management, LLC | 18,110 | $2.39M | 0.74% | −237−1.3% | Reduced |
| Independence Bank of Kentucky | 18,114 | $2.39M | 0.72% | +2,781+18.1% | Added |
| Harmony Asset Management LLC | 18,176 | $2.40M | 0.99% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 18,235 | $2.41M | 0.66% | 00.0% | Unchanged |
| West Branch Capital LLC | 18,278 | $2.41M | 0.97% | +1,065+6.2% | Added |