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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 21,137 | $2.79M | 1.32% | −5,227−19.8% | Reduced |
| Americana Partners, LLC | 21,185 | $2.80M | 0.23% | +5,239+32.9% | Added |
| First County Bank | 21,205 | $2.80M | 1.37% | −999−4.5% | Reduced |
| Van Cleef Asset Management,Inc | 21,206 | $2.80M | 0.35% | −199−0.9% | Reduced |
| Stableford Capital II LLC | 21,217 | $2.80M | 1.12% | −588−2.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 21,231 | $2.80M | 0.47% | +802+3.9% | Added |
| Great Diamond Partners, LLC | 21,278 | $2.81M | 0.64% | +387+1.9% | Added |
| Davidson Capital Management Inc. | 21,300 | $2.81M | 0.90% | +224+1.1% | Added |
| Puzo Michael J | 21,310 | $2.81M | 0.78% | −940−4.2% | Reduced |
| Northern Financial Advisors Inc | 21,440 | $2.83M | 2.21% | +334+1.6% | Added |
| Caxton Associates LP | 21,440 | $2.83M | 0.19% | +21,440 | New |
| McKinley Carter Wealth Services, Inc. | 21,442 | $2.83M | 0.19% | +625+3.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,450 | $2.83M | 0.09% | −570−2.6% | Reduced |
| AlTi Global, Inc. | 21,406 | $2.84M | 0.08% | +3,149+17.2% | Added |
| Grimes & Company, Inc. | 21,551 | $2.84M | 0.09% | −281−1.3% | Reduced |
| Broderick Brian C | 21,569 | $2.85M | 0.61% | +13,944+182.9% | Added |
| Regents of the University of California | 21,600 | $2.85M | 0.83% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,694 | $2.86M | 1.41% | −68−0.3% | Reduced |
| Baker Chad R | 21,700 | $2.86M | 0.61% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 21,675 | $2.87M | 0.06% | −140−0.6% | Reduced |
| Diamant Asset Management, Inc. | 21,745 | $2.87M | 1.99% | −320−1.5% | Reduced |
| Ascension Asset Management LLC | 21,749 | $2.87M | 1.55% | +21,749 | New |
| IVC Wealth Advisors LLC | 21,760 | $2.87M | 1.66% | +592+2.8% | Added |
| Massachusetts Wealth Management | 21,799 | $2.88M | 2.03% | +225+1.0% | Added |
| CNB Bank | 21,821 | $2.88M | 1.40% | −1,058−4.6% | Reduced |
| Paloma Partners Management Co | 21,830 | $2.88M | 0.42% | +21,830 | New |
| Jamison Private Wealth Management, Inc. | 21,931 | $2.89M | 0.49% | +624+2.9% | Added |
| Pathway Financial Advisers, LLC | 21,935 | $2.89M | 1.04% | +2,249+11.4% | Added |
| Legacy Capital Group California, Inc. | 21,947 | $2.90M | 1.07% | −5,236−19.3% | Reduced |
| Allen Wealth Management, LLC | 22,028 | $2.91M | 2.56% | +246+1.1% | Added |
| Conscious Wealth Investments, LLC | 23,243 | $2.91M | 2.21% | +648+2.9% | Added |
| Centric Wealth Management | 22,555 | $2.91M | 0.93% | +1,246+5.8% | Added |
| Spirepoint Private Client, LLC | 22,146 | $2.92M | 0.45% | +22,146 | New |
| Advisors Management Group Inc | 22,184 | $2.93M | 0.73% | −265−1.2% | Reduced |
| Chicago Capital, LLC | 22,187 | $2.93M | 0.09% | +665+3.1% | Added |
| Webster Bank, N. A. | 22,194 | $2.93M | 0.33% | −46−0.2% | Reduced |
| apricus wealth, LLC | 22,203 | $2.93M | 2.06% | −430−1.9% | Reduced |
| Altfest L J & Co Inc | 22,292 | $2.94M | 0.43% | +4,133+22.8% | Added |
| Sheets Smith Wealth Management | 22,325 | $2.95M | 0.33% | +95+0.4% | Added |
| Pullen Investment Management, LLC | 22,345 | $2.95M | 2.49% | +22,345 | New |
| Hall Capital Management Co Inc | 22,368 | $2.95M | 1.46% | −265−1.2% | Reduced |
| Brasada Capital Management, LP | 22,376 | $2.95M | 0.53% | +4,646+26.2% | Added |
| Northcape Wealth Management, LLC | 22,416 | $2.96M | 1.08% | −274−1.2% | Reduced |
| MMBG Investment Advisors Co. | 22,563 | $2.98M | 0.31% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 22,568 | $2.98M | 1.21% | −78−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,618 | $2.98M | 0.57% | −70−0.3% | Reduced |
| Bank Hapoalim BM | 22,594 | $2.98M | 0.39% | +370+1.7% | Added |
| Allred Capital Management, LLC | 22,594 | $2.98M | 1.16% | −184−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 22,611 | $2.98M | 0.18% | −39,143−63.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 22,705 | $3.00M | 0.72% | −209−0.9% | Reduced |
| Marion Wealth Management | 22,707 | $3.00M | 0.89% | −115−0.5% | Reduced |
| Hikari Power Ltd | 22,710 | $3.00M | 0.26% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22,767 | $3.00M | 0.45% | −80−0.4% | Reduced |
| DAGCO, Inc. | 22,807 | $3.01M | 1.37% | +22,743+35,535.9% | Added |
| Legacy Financial Advisors, Inc. | 22,831 | $3.01M | 0.54% | +1,293+6.0% | Added |
| CFS Investment Advisory Services, LLC | 22,876 | $3.02M | 0.51% | +1,634+7.7% | Added |
| Roberts Wealth Advisors, LLC | 23,928 | $3.02M | 1.13% | +831+3.6% | Added |
| Formidable Asset Management, LLC | 22,886 | $3.02M | 0.49% | +7,733+51.0% | Added |
| Gifford Fong Associates | 22,900 | $3.02M | 0.83% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 22,935 | $3.03M | 0.24% | −6,359−21.7% | Reduced |
| Chelsea Counsel Co | 22,821 | $3.03M | 1.72% | −2,400−9.5% | Reduced |
| First Hawaiian Bank | 22,956 | $3.03M | 0.09% | −17,841−43.7% | Reduced |
| Convergence Investment Partners, LLC | 22,977 | $3.03M | 1.16% | +3,415+17.5% | Added |
| Shufro Rose & Co LLC | 22,999 | $3.03M | 0.25% | +1,700+8.0% | Added |
| Glynn Capital Management LLC | 23,068 | $3.04M | 0.57% | 00.0% | Unchanged |
| Headinvest, LLC | 23,077 | $3.05M | 0.59% | −2,430−9.5% | Reduced |
| Lynx Capital Group Ltd | 23,090 | $3.05M | 2.06% | −272−1.2% | Reduced |
| Bank of New Hampshire | 23,091 | $3.05M | 0.80% | +694+3.1% | Added |
| Strategic Financial Services, Inc, | 23,112 | $3.05M | 0.20% | −640−2.7% | Reduced |
| Nilsine Partners, LLC | 23,123 | $3.05M | 0.42% | +2,595+12.6% | Added |
| Peoples Financial Services Corp. | 23,128 | $3.05M | 1.32% | −60−0.3% | Reduced |
| Lindbrook Capital, LLC | 23,178 | $3.06M | 0.29% | +111+0.5% | Added |
| Alliance Wealth Advisors, LLC | 23,253 | $3.07M | 0.92% | +1,068+4.8% | Added |
| Imprint Wealth LLC | 23,428 | $3.07M | 0.74% | +11,674+99.3% | Added |
| Compass Ion Advisors, LLC | 23,336 | $3.08M | 0.44% | −152−0.6% | Reduced |
| Cito Capital Group, LLC | 23,256 | $3.08M | 1.26% | +3,000+14.8% | Added |
| 9258 Wealth Management, LLC | 23,424 | $3.09M | 0.48% | +143+0.6% | Added |
| Pensionfund Sabic | 23,500 | $3.10M | 0.92% | −4,600−16.4% | Reduced |
| Northstar Group, Inc. | 23,522 | $3.10M | 0.61% | −460−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,536 | $3.11M | 0.24% | +485+2.1% | Added |
| Pitcairn Co | 23,585 | $3.11M | 0.20% | +779+3.4% | Added |
| Alpha DNA Investment Management LLC | 23,600 | $3.11M | 1.71% | +5,450+30.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 23,609 | $3.12M | 2.45% | −37−0.2% | Reduced |
| PFG Advisors | 23,627 | $3.12M | 0.23% | +384+1.7% | Added |
| Valmark Advisers, Inc. | 23,628 | $3.12M | 0.05% | +986+4.4% | Added |
| Sage Mountain Advisors LLC | 23,677 | $3.12M | 0.32% | +2,432+11.4% | Added |
| WealthShield Partners, LLC | 23,594 | $3.13M | 0.51% | +681+3.0% | Added |
| New Potomac Partners, LLC | 23,758 | $3.13M | 1.74% | −550−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 23,855 | $3.15M | 1.22% | −177−0.7% | Reduced |
| Green Square Capital Advisors LLC | 23,916 | $3.16M | 0.42% | +790+3.4% | Added |
| Orca Investment Management, LLC | 23,994 | $3.17M | 2.96% | −240−1.0% | Reduced |
| International Assets Investment Management, LLC | 24,229 | $3.17M | 0.33% | +2,442+11.2% | Added |
| Ellis Investment Partners, LLC | 24,063 | $3.18M | 0.69% | +46+0.2% | Added |
| Diversify Advisory Services, LLC | 24,265 | $3.18M | 0.19% | +24,265 | New |
| Hamilton Wealth, LLC | 24,124 | $3.18M | 0.99% | +1,034+4.5% | Added |
| Beaumont Financial Advisors, LLC | 24,146 | $3.19M | 0.26% | +1,506+6.7% | Added |
| Trust Co of the South | 24,163 | $3.19M | 0.74% | −2,340−8.8% | Reduced |
| Fiduciary Group LLC | 24,232 | $3.20M | 0.35% | +2,101+9.5% | Added |
| SeaBridge Investment Advisors LLC | 24,268 | $3.20M | 0.84% | +766+3.3% | Added |
| Princeton Capital Management LLC | 24,438 | $3.22M | 1.16% | +7,271+42.4% | Added |