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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 18,298 | $2.41M | 0.18% | +706+4.0% | Added |
| Spirit of America Management Corp | 18,350 | $2.42M | 0.49% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,403 | $2.43M | 0.27% | +535+3.0% | Added |
| Apexium Financial, LP | 18,305 | $2.43M | 0.18% | −594−3.1% | Reduced |
| Forte Capital LLC | 18,449 | $2.43M | 0.30% | −1,133−5.8% | Reduced |
| Evermay Wealth Management LLC | 18,379 | $2.44M | 0.37% | +1,013+5.8% | Added |
| Retireful, LLC | 18,477 | $2.44M | 1.01% | +18,477 | New |
| Meridian Financial, LLC | 18,503 | $2.44M | 1.82% | +2,081+12.7% | Added |
| Investors Asset Management of Georgia Inc | 18,658 | $2.46M | 1.16% | −902−4.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,622 | $2.47M | 0.63% | −67−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 18,765 | $2.48M | 1.48% | −5,680−23.2% | Reduced |
| Geller Advisors LLC | 18,678 | $2.48M | 0.20% | −69−0.4% | Reduced |
| Cordatus Wealth Management LLC | 18,785 | $2.48M | 1.80% | +110+0.6% | Added |
| Howe & Rusling Inc | 18,881 | $2.49M | 0.24% | +144+0.8% | Added |
| Sawyer & Company, Inc | 18,892 | $2.49M | 1.00% | −229−1.2% | Reduced |
| Thompson Investment Management, Inc. | 18,908 | $2.49M | 0.38% | +345+1.9% | Added |
| DRW Securities, LLC | 18,925 | $2.50M | 0.14% | +11,209+145.3% | Added |
| Peak Asset Management, LLC | 18,930 | $2.50M | 0.49% | −1,366−6.7% | Reduced |
| First National Advisers, LLC | 19,746 | $2.51M | 0.56% | +5,604+39.6% | Added |
| Marcum Wealth, LLC | 19,062 | $2.52M | 0.26% | −1,583−7.7% | Reduced |
| Enterprise Financial Services Corp | 19,083 | $2.52M | 1.52% | +210+1.1% | Added |
| Prudent Man Advisors, LLC | 19,086 | $2.52M | 0.94% | −733−3.7% | Reduced |
| Mirabaud Asset Management Ltd | 19,087 | $2.52M | 1.02% | −4,531−19.2% | Reduced |
| CFM Wealth Partners LLC | 19,091 | $2.52M | 0.51% | −195−1.0% | Reduced |
| Peterson Wealth Services | 19,121 | $2.52M | 0.92% | +706+3.8% | Added |
| Aspiriant, LLC | 19,181 | $2.53M | 0.10% | +755+4.1% | Added |
| Trust Point Inc. | 19,248 | $2.54M | 0.20% | −1,383−6.7% | Reduced |
| Dudley Capital Management, LLC | 19,437 | $2.55M | 1.49% | +322+1.7% | Added |
| Colton Groome Financial Advisors, LLC | 19,296 | $2.55M | 1.02% | −303−1.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,433 | $2.55M | 0.46% | +267+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 19,400 | $2.56M | 0.21% | +73+0.4% | Added |
| Parcion Private Wealth LLC | 19,447 | $2.57M | 0.23% | +886+4.8% | Added |
| West Oak Capital, LLC | 19,453 | $2.57M | 1.09% | +220+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 19,481 | $2.57M | 0.63% | +18,901+3,258.8% | Added |
| Maxwell Wealth Strategies Inc. | 20,645 | $2.57M | 1.30% | +2,777+15.5% | Added |
| Waycross Partners, LLC | 19,500 | $2.57M | 0.44% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 19,525 | $2.58M | 0.35% | +40.0% | Added |
| Transatlantique Private Wealth LLC | 19,656 | $2.58M | 1.12% | −84−0.4% | Reduced |
| Kathmere Capital Management, LLC | 19,545 | $2.58M | 0.30% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19,557 | $2.58M | 0.68% | −754−3.7% | Reduced |
| Bowman & Co S.C. | 19,577 | $2.58M | 1.56% | −560−2.8% | Reduced |
| Cox Capital Mgt LLC | 19,588 | $2.58M | 1.59% | −868−4.2% | Reduced |
| SPC Financial, Inc. | 19,672 | $2.60M | 0.24% | +4,643+30.9% | Added |
| Pinpoint Asset Management Ltd | 19,683 | $2.60M | 0.42% | +19,683 | New |
| Beaton Management Co. Inc. | 19,746 | $2.60M | 1.42% | 00.0% | Unchanged |
| Smith, Moore & Co. | 19,752 | $2.61M | 0.28% | −147−0.7% | Reduced |
| Westwood Holdings Group Inc. | 19,914 | $2.63M | 0.02% | −120−0.6% | Reduced |
| Geneos Wealth Management Inc. | 19,956 | $2.63M | 0.12% | −5,018−20.1% | Reduced |
| Paradigm Asset Management Co LLC | 19,988 | $2.64M | 0.67% | −400−2.0% | Reduced |
| Mystic Asset Management, Inc. | 19,997 | $2.64M | 1.09% | −49−0.2% | Reduced |
| Ally Financial Inc. | 20,000 | $2.64M | 0.36% | −23,000−53.5% | Reduced |
| LCNB Corp | 20,015 | $2.64M | 0.96% | −390−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 20,050 | $2.65M | 1.93% | +1,731+9.4% | Added |
| Banco BTG Pactual S.A. | 20,051 | $2.65M | 0.82% | +4,249+26.9% | Added |
| Leisure Capital Management | 20,076 | $2.65M | 1.33% | −552−2.7% | Reduced |
| Slagle Financial, LLC | 20,099 | $2.65M | 1.44% | −12,253−37.9% | Reduced |
| Aull & Monroe Investment Management Corp | 20,108 | $2.65M | 1.21% | −438−2.1% | Reduced |
| Global Financial Private Client, LLC | 20,356 | $2.67M | 1.15% | +798+4.1% | Added |
| Geneva Partners, LLC | 20,214 | $2.67M | 1.18% | −300−1.5% | Reduced |
| Family Capital Trust Co | 20,232 | $2.67M | 0.92% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20,232 | $2.67M | 0.20% | +996+5.2% | Added |
| Core Wealth Advisors, Inc. | 20,246 | $2.67M | 0.91% | −960−4.5% | Reduced |
| Counterweight Ventures, LLC | 20,298 | $2.68M | 2.16% | −510−2.5% | Reduced |
| Naviter Wealth, LLC | 20,195 | $2.68M | 0.44% | +3,045+17.8% | Added |
| Bey-Douglas LLC | 20,357 | $2.69M | 2.57% | −83−0.4% | Reduced |
| Insight Advisors, LLC | 20,374 | $2.69M | 0.52% | +250+1.2% | Added |
| Huber Capital Management LLC | 20,393 | $2.69M | 0.61% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 20,424 | $2.69M | 1.37% | −190−0.9% | Reduced |
| SWS Partners | 20,449 | $2.70M | 0.81% | −2,874−12.3% | Reduced |
| Thrive Wealth Management, LLC | 20,470 | $2.70M | 0.56% | +363+1.8% | Added |
| Parkside Financial Bank & Trust | 20,522 | $2.71M | 0.44% | +1,619+8.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 20,523 | $2.71M | 1.82% | −140−0.7% | Reduced |
| First Dallas Securities Inc. | 20,559 | $2.71M | 1.25% | +2,009+10.8% | Added |
| Humankind Investments LLC | 20,609 | $2.72M | 0.72% | −3,322−13.9% | Reduced |
| Wynn Capital, LLC | 20,617 | $2.72M | 2.10% | −775−3.6% | Reduced |
| Johnson Financial Group, Inc. | 20,530 | $2.72M | 0.15% | −292−1.4% | Reduced |
| IFG Advisory, LLC | 20,659 | $2.73M | 0.20% | −212−1.0% | Reduced |
| Sippican Capital Advisors | 20,681 | $2.73M | 2.12% | −2,284−9.9% | Reduced |
| Bristlecone Advisors, LLC | 20,686 | $2.73M | 0.24% | +568+2.8% | Added |
| Plancorp, LLC | 20,706 | $2.73M | 0.12% | +115+0.6% | Added |
| Legacy Advisors, LLC | 20,589 | $2.73M | 0.35% | +1,847+9.9% | Added |
| Bridge Creek Capital Management LLC | 20,718 | $2.73M | 0.88% | −85−0.4% | Reduced |
| Harbour Investments, Inc. | 20,721 | $2.73M | 0.10% | −434−2.1% | Reduced |
| Ti-Trust, Inc | 20,742 | $2.74M | 2.01% | +916+4.6% | Added |
| Fruth Investment Management | 20,790 | $2.74M | 0.70% | −388−1.8% | Reduced |
| Lloyd Advisory Services, LLC. | 20,800 | $2.74M | 0.59% | +17,051+454.8% | Added |
| LGT Fund Management Co Ltd. | 20,816 | $2.75M | 1.15% | −5,784−21.7% | Reduced |
| Montecito Bank & Trust | 20,820 | $2.75M | 0.55% | +1,117+5.7% | Added |
| Wulff, Hansen & Co. | 20,853 | $2.75M | 2.75% | 00.0% | Unchanged |
| Somerville Kurt F | 20,881 | $2.76M | 0.47% | −545−2.5% | Reduced |
| Mirabella Financial Services LLP | 20,883 | $2.76M | 0.20% | −30,086−59.0% | Reduced |
| Cornerstone Wealth Management, LLC | 20,894 | $2.76M | 0.22% | −117−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 21,761 | $2.76M | 0.12% | −1,465−6.3% | Reduced |
| HCR Wealth Advisors | 20,947 | $2.76M | 0.42% | +966+4.8% | Added |
| LMG Wealth Partners, LLC | 20,958 | $2.77M | 0.70% | +304+1.5% | Added |
| AustralianSuper Pty Ltd | 21,114 | $2.77M | 0.02% | −123,978−85.4% | Reduced |
| Brown Miller Wealth Management, LLC | 21,008 | $2.77M | 1.22% | −1,085−4.9% | Reduced |
| Sentinel Trust Co Lba | 21,045 | $2.78M | 0.36% | +3,000+16.6% | Added |
| Mather Group, LLC. | 25,568 | $2.79M | 0.04% | −780−3.0% | Reduced |
| Weaver Capital Management LLC | 21,132 | $2.79M | 0.97% | +4,303+25.6% | Added |