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 |
|---|---|---|---|---|---|
| Brendel Financial Advisors LLC | 24,452 | $3.23M | 3.69% | +47+0.2% | Added |
| Curbstone Financial Management Corp | 24,472 | $3.23M | 0.70% | −550−2.2% | Reduced |
| Smartleaf Asset Management LLC | 24,546 | $3.23M | 0.63% | +5,136+26.5% | Added |
| Advisor OS, LLC | 24,609 | $3.25M | 0.37% | +1,461+6.3% | Added |
| Cypress Capital, LLC | 24,671 | $3.26M | 0.89% | −103−0.4% | Reduced |
| Wills Financial Group, Inc. | 24,671 | $3.26M | 1.53% | +2,315+10.4% | Added |
| Joel Isaacson & Co., LLC | 24,797 | $3.27M | 0.18% | +2,966+13.6% | Added |
| Stonegate Investment Group, LLC | 24,915 | $3.29M | 0.10% | +79+0.3% | Added |
| Gould Capital, LLC | 25,000 | $3.30M | 2.32% | +132+0.5% | Added |
| Patten Group, Inc. | 25,064 | $3.31M | 0.81% | −119−0.5% | Reduced |
| Cubic Asset Management, LLC | 25,094 | $3.31M | 0.78% | −50−0.2% | Reduced |
| Omers Administration Corp | 25,107 | $3.31M | 0.04% | −103,141−80.4% | Reduced |
| United Community Bank | 25,256 | $3.33M | 1.29% | +226+0.9% | Added |
| Sculati Wealth Management, LLC | 25,259 | $3.33M | 1.44% | −70−0.3% | Reduced |
| Next Level Private LLC | 25,466 | $3.36M | 1.54% | +889+3.6% | Added |
| Maven Securities LTD | 25,471 | $3.36M | 0.20% | +25,471 | New |
| Lakeview Capital Partners, LLC | 25,525 | $3.37M | 0.55% | −235−0.9% | Reduced |
| Summit Financial, LLC | 25,394 | $3.37M | 0.20% | +3,012+13.5% | Added |
| Werlinich Asset Management, LLC | 25,590 | $3.37M | 2.20% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 25,568 | $3.37M | 0.25% | +1,602+6.7% | Added |
| Steel Peak Wealth Management LLC | 25,516 | $3.39M | 0.17% | +9,479+59.1% | Added |
| Hayek Kallen Investment Management | 25,753 | $3.40M | 1.30% | +49+0.2% | Added |
| Capital Asset Advisory Services LLC | 26,569 | $3.40M | 0.19% | +1,712+6.9% | Added |
| Clarius Group, LLC | 25,773 | $3.40M | 0.23% | −3,489−11.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 25,837 | $3.41M | 0.62% | −1,999−7.2% | Reduced |
| Kovack Advisors, Inc. | 25,896 | $3.42M | 0.41% | +2,063+8.7% | Added |
| Gillespie Robinson & Grimm Inc | 25,919 | $3.42M | 0.28% | +5,054+24.2% | Added |
| Horizon Kinetics Asset Management LLC | 25,961 | $3.43M | 0.06% | −580−2.2% | Reduced |
| Resources Management Corp | 25,977 | $3.43M | 0.50% | +1,792+7.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,999 | $3.43M | 0.08% | −443−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 26,016 | $3.43M | 0.37% | −5,564−17.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,020 | $3.43M | 0.31% | +575+2.3% | Added |
| AlphaCore Capital LLC | 25,891 | $3.44M | 0.91% | +157+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 26,114 | $3.45M | 0.54% | +2,513+10.6% | Added |
| Essex Savings Bank | 31,629 | $3.45M | 1.00% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 26,136 | $3.45M | 1.35% | −85−0.3% | Reduced |
| Key Financial Inc | 26,137 | $3.45M | 0.88% | +276+1.1% | Added |
| Wellington Shields & Co., LLC | 26,166 | $3.45M | 1.16% | 00.0% | Unchanged |
| RMR Wealth Builders | 26,210 | $3.46M | 0.42% | +4,754+22.2% | Added |
| RNC Capital Management LLC | 26,268 | $3.47M | 0.20% | +4,753+22.1% | Added |
| Riverview Trust Co | 26,290 | $3.47M | 2.67% | −140−0.5% | Reduced |
| MV Capital Management, Inc. | 26,298 | $3.47M | 0.40% | +17,210+189.4% | Added |
| Legacy Private Trust Co. | 26,300 | $3.47M | 0.25% | −1,535−5.5% | Reduced |
| Hall Laurie J Trustee | 26,359 | $3.48M | 1.22% | −2,641−9.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 26,352 | $3.48M | 0.85% | +4,708+21.8% | Added |
| Pure Financial Advisors, Inc. | 26,360 | $3.48M | 0.11% | +459+1.8% | Added |
| Angeles Wealth Management, LLC | 26,382 | $3.48M | 0.35% | +2,047+8.4% | Added |
| Tevis Investment Management | 26,393 | $3.48M | 2.96% | −477−1.8% | Reduced |
| Watchman Group, Inc. | 26,402 | $3.48M | 1.05% | −1,910−6.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 26,477 | $3.49M | 2.63% | −307,266−92.1% | Reduced |
| Keystone Financial Group | 26,492 | $3.50M | 0.51% | +696+2.7% | Added |
| NBC Securities, Inc. | 26,514 | $3.50M | 0.33% | +1,507+6.0% | Added |
| Stolper Co | 26,523 | $3.50M | 1.26% | −112−0.4% | Reduced |
| Rehmann Capital Advisory Group | 26,599 | $3.51M | 0.26% | −195−0.7% | Reduced |
| Trustmark National Bank Trust Department | 26,613 | $3.51M | 0.29% | +2,200+9.0% | Added |
| Garrett Investment Advisors LLC | 26,620 | $3.51M | 0.45% | +851+3.3% | Added |
| Jmac Enterprises LLC | 26,648 | $3.52M | 0.65% | +100.0% | Added |
| Oak Harbor Wealth Partners, LLC | 26,655 | $3.52M | 1.10% | +100.0% | Added |
| Schmidt P J Investment Management Inc | 26,670 | $3.52M | 0.66% | +19+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 26,673 | $3.52M | 0.35% | −17,183−39.2% | Reduced |
| Jump Financial, LLC | 26,759 | $3.53M | 0.10% | +18,904+240.7% | Added |
| Hudock, Inc. | 26,764 | $3.53M | 0.78% | +2,538+10.5% | Added |
| Financial Advocates Investment Management | 26,877 | $3.55M | 0.21% | +1,046+4.0% | Added |
| Boyd Watterson Asset Management LLC | 26,895 | $3.55M | 1.27% | +3,241+13.7% | Added |
| Fiduciary Family Office, LLC | 26,898 | $3.55M | 1.39% | +12,983+93.3% | Added |
| Cigna Investments Inc | 26,906 | $3.55M | 0.67% | −183−0.7% | Reduced |
| Beddow Capital Management Inc | 26,939 | $3.56M | 1.55% | −13,980−34.2% | Reduced |
| Insigneo Advisory Services, LLC | 26,800 | $3.56M | 0.42% | +2,424+9.9% | Added |
| Wellington Wealth Strategies, LLC. | 27,033 | $3.57M | 1.70% | −19,471−41.9% | Reduced |
| Alyeska Investment Group, L.P. | 27,057 | $3.57M | 0.02% | +27,057 | New |
| Stonebridge Capital Management Inc | 27,122 | $3.58M | 1.60% | +100+0.4% | Added |
| Mayflower Financial Advisors, LLC | 27,125 | $3.58M | 0.60% | −14−0.1% | Reduced |
| High Note Wealth, LLC | 27,179 | $3.59M | 1.17% | +807+3.1% | Added |
| Palisade Asset Management, LLC | 27,196 | $3.59M | 0.35% | −20−0.1% | Reduced |
| Long Run Wealth Advisors, LLC | 27,403 | $3.62M | 0.95% | +874+3.3% | Added |
| AIMZ Investment Advisors, LLC | 27,443 | $3.62M | 1.35% | −849−3.0% | Reduced |
| NTV Asset Management LLC | 27,474 | $3.63M | 0.55% | +940+3.5% | Added |
| Hartford Financial Management Inc. | 27,481 | $3.63M | 0.77% | −906−3.2% | Reduced |
| Capital Investment Advisory Services, LLC | 27,485 | $3.63M | 0.39% | −1,060−3.7% | Reduced |
| Cyrus J. Lawrence, LLC | 27,490 | $3.63M | 0.80% | +27,490 | New |
| Covea Finance | 27,500 | $3.63M | 0.17% | +27,500 | New |
| Brandywine Oak Private Wealth LLC | 27,630 | $3.65M | 0.38% | −211−0.8% | Reduced |
| Arden Trust Co | 27,724 | $3.66M | 0.51% | −775−2.7% | Reduced |
| Lake Street Financial LLC | 27,724 | $3.66M | 0.50% | +530+1.9% | Added |
| Quadcap Wealth Management, LLC | 27,789 | $3.67M | 0.83% | −4,291−13.4% | Reduced |
| Benjamin Edwards Inc | 27,793 | $3.67M | 0.73% | −2,359−7.8% | Reduced |
| AlphaStar Capital Management, LLC | 27,807 | $3.67M | 0.38% | +5,071+22.3% | Added |
| First PREMIER Bank | 27,872 | $3.68M | 0.97% | −648−2.3% | Reduced |
| Phoenix Wealth Advisors | 27,871 | $3.68M | 2.24% | +406+1.5% | Added |
| Reynders McVeigh Capital Management, LLC | 27,990 | $3.69M | 0.21% | −15,695−35.9% | Reduced |
| Atomi Financial Group, Inc. | 28,109 | $3.71M | 0.34% | +1,012+3.7% | Added |
| Duncker Streett & Co Inc | 28,177 | $3.72M | 0.73% | −989−3.4% | Reduced |
| Forum Financial Management, LP | 28,197 | $3.72M | 0.06% | −728−2.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 28,213 | $3.72M | 0.95% | −896−3.1% | Reduced |
| First City Capital Management, Inc. | 28,214 | $3.72M | 2.06% | −1,550−5.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 28,313 | $3.74M | 1.21% | −548−1.9% | Reduced |
| Archer Investment Corp | 28,364 | $3.74M | 1.13% | +166+0.6% | Added |
| Secure Asset Management, LLC | 28,390 | $3.75M | 0.88% | −3,902−12.1% | Reduced |
| Community Trust & Investment Co | 28,423 | $3.75M | 0.26% | −753−2.6% | Reduced |
| 180 Wealth Advisors, LLC | 28,473 | $3.76M | 0.68% | +972+3.5% | Added |