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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 28,704 | $3.76M | 1.34% | +52+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,279 | $3.76M | 0.52% | +9,452+50.2% | Added |
| West Michigan Advisors, LLC | 28,534 | $3.77M | 1.22% | −517−1.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 34,624 | $3.77M | 1.44% | −3,158−8.4% | Reduced |
| EverSource Wealth Advisors, LLC | 29,218 | $3.78M | 0.30% | +2,045+7.5% | Added |
| Community Financial Services Group, LLC | 28,743 | $3.79M | 0.86% | +28,743 | New |
| Harbor Advisory Corp | 28,769 | $3.80M | 1.29% | −188−0.6% | Reduced |
| Synergy Financial Management, LLC | 28,772 | $3.80M | 0.64% | +9,565+49.8% | Added |
| PKO Investment Management Joint-Stock Co | 28,676 | $3.80M | 0.45% | −4,000−12.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 28,863 | $3.81M | 1.29% | −25−0.1% | Reduced |
| Berkeley, Inc | 28,872 | $3.81M | 2.31% | +201+0.7% | Added |
| Drexel Morgan & Co. | 28,879 | $3.81M | 0.78% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 28,929 | $3.82M | 0.30% | +279+1.0% | Added |
| Atlantic Trust, LLC | 28,983 | $3.82M | 1.00% | −2,496−7.9% | Reduced |
| Little House Capital LLC | 29,008 | $3.83M | 1.27% | +1,065+3.8% | Added |
| Delta Financial Group, Inc. | 29,013 | $3.83M | 1.13% | −1,782−5.8% | Reduced |
| GAMMA Investing LLC | 29,112 | $3.84M | 0.78% | +4,481+18.2% | Added |
| Trust Asset Management LLC | 29,128 | $3.84M | 0.34% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 29,148 | $3.85M | 1.01% | +2,489+9.3% | Added |
| Northstar Advisory Group, LLC | 29,592 | $3.85M | 2.33% | +26,953+1,021.3% | Added |
| Richard P Slaughter Associates Inc | 29,213 | $3.85M | 0.93% | −3,100−9.6% | Reduced |
| Duff & Phelps Investment Management Co | 29,237 | $3.86M | 0.05% | +891+3.1% | Added |
| Harvey Investment Co LLC | 29,288 | $3.87M | 0.44% | 00.0% | Unchanged |
| Windward Capital Management Co | 29,322 | $3.87M | 0.32% | −307−1.0% | Reduced |
| Stone Point Wealth LLC | 29,422 | $3.88M | 1.35% | +840+2.9% | Added |
| AdvisorNet Financial, Inc | 29,445 | $3.89M | 0.37% | +1,112+3.9% | Added |
| Sumitomo Life Insurance Co | 29,455 | $3.89M | 0.10% | −1,121−3.7% | Reduced |
| Syon Capital LLC | 29,490 | $3.89M | 0.37% | +1,889+6.8% | Added |
| Wedmont Private Capital | 30,765 | $3.90M | 0.28% | +2,525+8.9% | Added |
| Liberty One Investment Management, LLC | 29,556 | $3.90M | 0.44% | +1,523+5.4% | Added |
| Csenge Advisory Group | 29,757 | $3.93M | 0.22% | +2,442+8.9% | Added |
| American National Bank | 29,815 | $3.93M | 0.52% | −1,072−3.5% | Reduced |
| Family Management Corp | 29,817 | $3.93M | 0.73% | +526+1.8% | Added |
| Allegheny Financial Group LTD | 29,886 | $3.94M | 1.22% | −2,690−8.3% | Reduced |
| Mission Wealth Management, LP | 30,030 | $3.96M | 0.11% | +3,173+11.8% | Added |
| Independent Solutions Wealth Management, LLC | 30,039 | $3.96M | 0.94% | +25+0.1% | Added |
| Money Concepts Capital Corp | 30,141 | $3.98M | 0.37% | −54−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 30,165 | $3.98M | 0.25% | −960−3.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 30,175 | $3.98M | 0.03% | −40−0.1% | Reduced |
| Fairhaven Wealth Management, LLC | 30,186 | $3.98M | 1.37% | −699−2.3% | Reduced |
| Broadwater Capital Management LLC | 30,232 | $3.99M | 3.06% | −800−2.6% | Reduced |
| Silvant Capital Management LLC | 30,074 | $3.99M | 0.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30,352 | $4.00M | 0.42% | +17+0.1% | Added |
| Morton Community Bank | 30,354 | $4.01M | 1.15% | +790+2.7% | Added |
| Qtron Investments LLC | 30,369 | $4.01M | 0.57% | +8,089+36.3% | Added |
| Aries Wealth Management | 30,375 | $4.01M | 1.29% | −96−0.3% | Reduced |
| BFSG, LLC | 30,404 | $4.01M | 0.53% | −54−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,423 | $4.01M | 0.27% | +200+0.7% | Added |
| Addison Capital Co | 30,441 | $4.02M | 2.00% | +74+0.2% | Added |
| Portfolio Design Labs, LLC | 30,470 | $4.02M | 1.35% | +19,817+186.0% | Added |
| Pettee Investors, Inc. | 30,514 | $4.03M | 1.70% | −2,444−7.4% | Reduced |
| Prestige Wealth Management Group LLC | 30,345 | $4.03M | 0.87% | −679−2.2% | Reduced |
| Financial Partners Group, LLC | 30,580 | $4.04M | 1.56% | +42+0.1% | Added |
| Arvest Trust Co N A | 30,588 | $4.04M | 0.23% | −3,027−9.0% | Reduced |
| Callahan Advisors, LLC | 30,588 | $4.04M | 0.42% | +70.0% | Added |
| Larson Financial Group LLC | 30,724 | $4.05M | 0.31% | +6,555+27.1% | Added |
| Blue Fin Capital, Inc. | 30,733 | $4.06M | 0.90% | −555−1.8% | Reduced |
| EagleClaw Capital Managment, LLC | 30,818 | $4.07M | 0.74% | −200−0.6% | Reduced |
| Welch Group, LLC | 30,850 | $4.07M | 0.20% | +1,040+3.5% | Added |
| Romano Brothers and Company | 31,078 | $4.10M | 0.56% | −294−0.9% | Reduced |
| Abbot Financial Management, Inc. | 31,158 | $4.11M | 2.27% | −218−0.7% | Reduced |
| Accurate Wealth Management, LLC | 32,753 | $4.12M | 1.20% | +20,367+164.4% | Added |
| Means Investment Co., Inc. | 31,287 | $4.13M | 0.53% | −477−1.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 31,296 | $4.13M | 0.66% | +3,968+14.5% | Added |
| Madison Asset Management, LLC | 31,364 | $4.14M | 0.05% | −122−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 31,387 | $4.14M | 1.16% | −265−0.8% | Reduced |
| Brighton Jones LLC | 31,396 | $4.14M | 0.15% | +200+0.6% | Added |
| Lineweaver Wealth Advisors, LLC | 31,442 | $4.15M | 0.99% | +2,277+7.8% | Added |
| Waldron Private Wealth LLC | 31,378 | $4.16M | 0.19% | +1,578+5.3% | Added |
| Alpha Omega Wealth Management LLC | 31,661 | $4.18M | 0.78% | −771−2.4% | Reduced |
| Moody National Bank Trust Division | 31,666 | $4.18M | 0.33% | −374−1.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $4.19M | 0.99% | 00.0% | Unchanged |
| Signature Wealth Management Group | 33,316 | $4.19M | 1.91% | −1,512−4.3% | Reduced |
| Arkadios Wealth Advisors | 31,795 | $4.20M | 0.33% | +6,250+24.5% | Added |
| Concord Wealth Partners | 31,882 | $4.21M | 0.76% | +3,292+11.5% | Added |
| Marietta Investment Partners LLC | 31,950 | $4.22M | 0.92% | +225+0.7% | Added |
| Mechanics Bank Trust Department | 31,986 | $4.22M | 0.62% | +4,924+18.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,990 | $4.22M | 3.07% | −574−1.8% | Reduced |
| Court Place Advisors, LLC | 32,058 | $4.23M | 1.36% | −1,573−4.7% | Reduced |
| Financial Advisory Service, Inc. | 32,065 | $4.23M | 0.37% | +956+3.1% | Added |
| Chesapeake Asset Management LLC | 32,072 | $4.23M | 4.19% | −6,919−17.7% | Reduced |
| Glass Wealth Management Co LLC | 32,151 | $4.24M | 2.59% | +32,151 | New |
| Marathon Capital Management | 32,304 | $4.26M | 1.02% | −400−1.2% | Reduced |
| Girard Partners Ltd. | 32,312 | $4.26M | 0.40% | −1,659−4.9% | Reduced |
| Ontario Teachers Pension Plan Board | 32,361 | $4.27M | 0.04% | +3,045+10.4% | Added |
| Robertson Stephens Wealth Management, LLC | 32,182 | $4.27M | 0.23% | −4,901−13.2% | Reduced |
| First Financial Bank - Trust Division | 32,401 | $4.28M | 0.41% | −1,634−4.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 32,409 | $4.28M | 1.11% | +28,080+648.6% | Added |
| GeoWealth Management, LLC | 32,516 | $4.29M | 0.17% | +14,705+82.6% | Added |
| Intrust Bank NA | 32,586 | $4.30M | 0.46% | +639+2.0% | Added |
| Quest Investment Management LLC | 32,594 | $4.30M | 0.48% | −122,503−79.0% | Reduced |
| Quadrant Capital Group LLC | 32,624 | $4.31M | 0.34% | −302−0.9% | Reduced |
| Ziegler Capital Management, LLC | 32,630 | $4.31M | 0.16% | −1,957−5.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 32,650 | $4.31M | 1.50% | +1,923+6.3% | Added |
| McGinn Investment Management, Inc. | 32,694 | $4.31M | 2.83% | −246−0.7% | Reduced |
| Red Cedar Investment Management, LLC | 32,761 | $4.32M | 0.54% | +1,531+4.9% | Added |
| Stokes Capital Advisors, LLC | 32,846 | $4.33M | 1.26% | +1,210+3.8% | Added |
| Boothbay Fund Management, LLC | 32,854 | $4.34M | 0.13% | −181,426−84.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 32,858 | $4.34M | 0.52% | −2,158−6.2% | Reduced |
| Vise Technologies, Inc. | 32,919 | $4.34M | 0.86% | −3,086−8.6% | Reduced |