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
- 3,547
- +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
- 1,417 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 598 | $78.9K | 0.04% | +19+3.3% | Added |
| Copeland Capital Management, LLC | 600 | $79.2K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 610 | $80.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 614 | $81.0K | 0.02% | +4+0.7% | Added |
| Wiser Advisor Group LLC | 618 | $81.6K | 0.13% | +3+0.5% | Added |
| Bellevue Asset Management, LLC | 624 | $82.3K | 0.05% | +3+0.5% | Added |
| Redmont Wealth Advisors LLC | 700 | $92.4K | 0.13% | +700 | New |
| Aspect Partners, LLC | 714 | $94.2K | 0.07% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 728 | $96.1K | 0.08% | +116+19.0% | Added |
| Atwood & Palmer Inc | 730 | $96.3K | 0.01% | +150+25.9% | Added |
| Bay Harbor Wealth Management, LLC | 727 | $96.5K | 0.03% | −4−0.5% | Reduced |
| Retirement Group, LLC | 744 | $98.2K | 0.04% | +224+43.1% | Added |
| Fortitude Family Office, LLC | 745 | $98.3K | 0.07% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 770 | $101.6K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 775 | $102.3K | 0.08% | +775 | New |
| Voisard Asset Management Group, Inc. | 793 | $104.6K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 803 | $106.0K | 0.08% | +803 | New |
| Dogwood Wealth Management LLC | 806 | $106.4K | 0.07% | +5+0.6% | Added |
| True Wealth Design, LLC | 817 | $107.7K | 0.03% | +16+2.0% | Added |
| Guardian Wealth Management, Inc. | 818 | $107.9K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 869 | $114.7K | 0.03% | +47+5.7% | Added |
| Leonteq Securities AG | 892 | $117.7K | 0.02% | −22,074−96.1% | Reduced |
| Timber Creek Capital Management LLC | 900 | $118.8K | 0.04% | 00.0% | Unchanged |
| Naples Money Management LLC | 910 | $120.1K | 0.12% | −35,424−97.5% | Reduced |
| Versant Capital Management, Inc | 919 | $121.3K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 927 | $122.3K | 0.07% | −223−19.4% | Reduced |
| Cape Investment Advisory, Inc. | 934 | $123.3K | 0.06% | −127−12.0% | Reduced |
| State of Wyoming | 963 | $127.1K | 0.02% | +524+119.4% | Added |
| Disciplina Capital Management LLC | 976 | $128.8K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $131.2K | 0.05% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,004 | $132.5K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,108 | $133.5K | 0.02% | +554+100.0% | Added |
| Ulland Investment Advisors, LLC | 1,017 | $134.0K | 0.11% | +34+3.5% | Added |
| Covestor Ltd | 1,024 | $135.0K | 0.09% | −115−10.1% | Reduced |
| Sit Investment Associates Inc | 1,029 | $136.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,064 | $140.4K | 0.04% | −25−2.3% | Reduced |
| Country Trust Bank | 1,068 | $140.9K | 0.00% | +234+28.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,093 | $144.2K | 0.02% | +495+82.8% | Added |
| Abound Wealth Management | 1,105 | $145.8K | 0.06% | −786−41.6% | Reduced |
| Y.D. More Investments Ltd | 1,111 | $146.4K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,378 | $146.6K | 0.13% | +25+1.8% | Added |
| Creative Capital Management Investments LLC | 1,113 | $146.9K | 0.08% | +270+32.0% | Added |
| Annapolis Financial Services, LLC | 1,148 | $151.5K | 0.05% | −1,164−50.3% | Reduced |
| Hoese & Co LLP | 1,200 | $152.6K | 0.14% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,156 | $152.6K | 0.04% | +7+0.6% | Added |
| Essex Investment Management Co LLC | 1,157 | $152.7K | 0.03% | −50−4.1% | Reduced |
| West Financial Advisors, LLC | 1,164 | $153.6K | 0.03% | −120−9.3% | Reduced |
| Granite FO LLC | 1,320 | $155.0K | 0.09% | −1,036−44.0% | Reduced |
| HBC Financial Services, PLLC | 1,209 | $155.0K | 0.11% | +15+1.3% | Added |
| SJS Investment Consulting Inc. | 1,199 | $158.2K | 0.03% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $158.3K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,207 | $159.3K | 0.11% | +3+0.2% | Added |
| FSA Wealth Management LLC | 1,230 | $162.3K | 0.07% | +1+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,231 | $162.4K | 0.04% | −52−4.1% | Reduced |
| Toth Financial Advisory Corp | 1,254 | $165.5K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,521 | $165.8K | 0.16% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,274 | $168.1K | 0.06% | −326−20.4% | Reduced |
| ESL Trust Services, LLC | 1,275 | $168.2K | 0.04% | +1,275 | New |
| Tower View Investment Management & Research LLC | 1,313 | $173.2K | 0.10% | +3+0.2% | Added |
| Gladius Capital Management LP | 1,325 | $174.8K | 0.17% | +1,325 | New |
| Harbor Capital Advisors, Inc. | 1,329 | $175.0K | 0.02% | −41,555−96.9% | Reduced |
| Cedar Wealth Management, LLC | 1,374 | $181.3K | 0.06% | −1,532−52.7% | Reduced |
| Pacifica Partners Inc. | 1,450 | $181.6K | 0.08% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,394 | $184.0K | 0.10% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,407 | $185.7K | 0.01% | −400−22.1% | Reduced |
| Cornerstone Planning Group LLC | 1,504 | $191.8K | 0.06% | −108−6.7% | Reduced |
| Fairman Group, LLC | 1,449 | $192.3K | 0.18% | −640−30.6% | Reduced |
| Raffa Wealth Management, LLC | 1,473 | $194.4K | 0.06% | +989+204.3% | Added |
| Beaird Harris Wealth Management, LLC | 1,483 | $195.7K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,488 | $196.3K | 0.01% | −76−4.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,518 | $200.3K | 0.05% | +1,518 | New |
| Castleview Partners, LLC | 1,523 | $201.0K | 0.11% | +345+29.3% | Added |
| Single Point Partners, LLC | 1,524 | $201.0K | 0.05% | +1,524 | New |
| Quaker Wealth Management, LLC | 1,526 | $201.4K | 0.08% | +1,526 | New |
| Taylor Financial Group, Inc. | 1,528 | $201.6K | 0.15% | +1,528 | New |
| Advisory Resource Group | 1,528 | $201.6K | 0.05% | +1,528 | New |
| Etfidea, LLC | 1,529 | $201.8K | 0.07% | +1,529 | New |
| Kelly Financial Services LLC | 1,532 | $202.1K | 0.08% | +39+2.6% | Added |
| RHS Financial, LLC | 1,534 | $202.4K | 0.12% | +1,534 | New |
| Arlington Financial Advisors, LLC | 1,535 | $202.5K | 0.04% | +1,535 | New |
| Continuum Wealth Advisors, LLC | 1,536 | $202.7K | 0.11% | +1,536 | New |
| Sustainable Insight Capital Management, LLC | 1,541 | $203.3K | 0.15% | +1,541 | New |
| Greenhouse Wealth Management, LLC | 1,542 | $203.5K | 0.15% | +1,542 | New |
| Evergreen Private Wealth LLC | 1,544 | $203.7K | 0.10% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,545 | $203.9K | 0.10% | −173−10.1% | Reduced |
| Nkcfo LLC | 1,545 | $204.0K | 0.12% | 00.0% | Unchanged |
| Ariston Services Group | 1,549 | $204.4K | 0.20% | +1,549 | New |
| Parker Financial LLC | 1,551 | $204.7K | 0.12% | +1,551 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,552 | $204.8K | 0.34% | +1,552 | New |
| Atwater Malick LLC | 1,552 | $204.8K | 0.07% | +1,552 | New |
| Cowa, LLC | 1,557 | $205.4K | 0.12% | +1,557 | New |
| OMNI 360 Wealth, Inc. | 1,557 | $205.4K | 0.17% | +1,557 | New |
| Zevenbergen Capital Investments LLC | 1,565 | $206.5K | 0.00% | +1,565 | New |
| RW Investment Management LLC | 1,570 | $207.2K | 0.03% | +1,570 | New |
| Chapman Investment Management, LLC | 1,570 | $207.2K | 0.15% | +1,570 | New |
| First Community Trust NA | 1,575 | $207.8K | 0.20% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 1,578 | $208.2K | 0.19% | +1,578 | New |
| GDS Wealth Management | 1,588 | $209.5K | 0.02% | +1,588 | New |
| Stephens Consulting, LLC | 1,590 | $209.8K | 0.06% | −66−4.0% | Reduced |
| Eagle Capital Management, LLC | 1,591 | $210.0K | 0.09% | +1,591 | New |