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 |
|---|---|---|---|---|---|
| Iowa State Bank | 33,013 | $4.36M | 0.96% | −83−0.3% | Reduced |
| Sepio Capital, LP | 33,041 | $4.36M | 0.37% | −4,044−10.9% | Reduced |
| IHT Wealth Management, LLC | 33,140 | $4.37M | 0.18% | +1,186+3.7% | Added |
| Trivant Custom Portfolio Group, LLC | 33,206 | $4.38M | 2.79% | −942−2.8% | Reduced |
| Keene & Associates, Inc. | 33,390 | $4.41M | 3.29% | −999−2.9% | Reduced |
| Schnieders Capital Management LLC | 33,475 | $4.42M | 0.91% | −216−0.6% | Reduced |
| Nelson Capital Management, LLC | 33,564 | $4.43M | 0.85% | −719−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 33,631 | $4.44M | 0.41% | −9,888−22.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,676 | $4.44M | 0.88% | −150.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 33,703 | $4.45M | 3.88% | +10.0% | Added |
| Walter & Keenan Financial Consulting Co | 33,763 | $4.46M | 1.46% | −1,132−3.2% | Reduced |
| Aureus Asset Management, LLC | 33,829 | $4.46M | 0.30% | +22,189+190.6% | Added |
| Summit Trail Advisors, LLC | 33,767 | $4.48M | 0.12% | +7,728+29.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $4.49M | 1.40% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 34,013 | $4.49M | 0.69% | −446−1.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 34,050 | $4.49M | 2.48% | +6,863+25.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 34,165 | $4.51M | 1.87% | −20.0% | Reduced |
| Strengthening Families & Communities, LLC | 34,199 | $4.51M | 2.67% | +2,696+8.6% | Added |
| Lodestone Wealth Management LLC | 34,270 | $4.52M | 2.39% | −267−0.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 34,395 | $4.54M | 0.87% | −1,010−2.9% | Reduced |
| StoneX Group Inc. | 34,234 | $4.54M | 0.41% | +3,976+13.1% | Added |
| Morse Asset Management, Inc | 34,443 | $4.54M | 1.16% | +9,909+40.4% | Added |
| Tealwood Asset Management Inc | 34,463 | $4.55M | 2.05% | +183+0.5% | Added |
| Washington Trust Co | 34,603 | $4.57M | 0.17% | +108+0.3% | Added |
| South State Corp. | 34,606 | $4.57M | 0.36% | +124+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 34,638 | $4.57M | 0.14% | +102+0.3% | Added |
| 3Chopt Investment Partners, LLC | 34,442 | $4.57M | 1.88% | +371+1.1% | Added |
| Costello Asset Management, INC | 34,862 | $4.60M | 3.29% | −1,195−3.3% | Reduced |
| TSP Capital Management Group, LLC | 34,876 | $4.60M | 1.48% | −100−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,885 | $4.60M | 0.81% | +50.0% | Added |
| Hartline Investment Corp | 34,885 | $4.60M | 0.81% | +34,885 | New |
| Opus Investment Management Inc | 35,000 | $4.62M | 3.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35,054 | $4.63M | 0.23% | +301+0.9% | Added |
| Pegasus Asset Management, Inc. | 35,180 | $4.64M | 1.80% | +324+0.9% | Added |
| Family Legacy, Inc. | 35,263 | $4.65M | 1.67% | −953−2.6% | Reduced |
| Sutton Place Investors LLC | 35,332 | $4.66M | 2.31% | +15,804+80.9% | Added |
| Berkshire Bank | 35,351 | $4.66M | 1.16% | −14,270−28.8% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 35,374 | $4.67M | 0.14% | +35,374 | New |
| Charter Research & Investment Group, Inc. | 35,404 | $4.67M | 3.70% | +502+1.4% | Added |
| Marino, Stram & Associates LLC | 35,443 | $4.68M | 1.11% | −80−0.2% | Reduced |
| Asio Capital, LLC | 35,372 | $4.69M | 1.00% | +310+0.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 35,587 | $4.70M | 3.14% | −220−0.6% | Reduced |
| Berry Wealth Group, LP | 35,689 | $4.71M | 3.91% | −6,558−15.5% | Reduced |
| Harbour Capital Advisors, LLC | 36,204 | $4.72M | 1.17% | +69+0.2% | Added |
| TNF LLC | 37,163 | $4.72M | 1.87% | −73−0.2% | Reduced |
| Independent Financial Group, LLC | 35,819 | $4.73M | 0.22% | +5,811+19.4% | Added |
| Thoroughbred Financial Services, LLC | 35,848 | $4.73M | 0.45% | −564−1.5% | Reduced |
| BigSur Wealth Management LLC | 35,668 | $4.73M | 1.48% | +9,270+35.1% | Added |
| Essex LLC | 35,895 | $4.74M | 1.09% | −475−1.3% | Reduced |
| White Pine Capital LLC | 36,684 | $4.74M | 1.80% | −102−0.3% | Reduced |
| Trajan Wealth LLC | 35,961 | $4.75M | 0.32% | +35,961 | New |
| Scissortail Wealth Management, LLC | 35,987 | $4.75M | 1.25% | −27,307−43.1% | Reduced |
| Coastline Trust Co | 36,029 | $4.75M | 0.57% | −1,360−3.6% | Reduced |
| Global Retirement Partners, LLC | 36,038 | $4.76M | 0.18% | −613−1.7% | Reduced |
| Strategy Asset Managers LLC | 36,101 | $4.76M | 1.02% | −4,830−11.8% | Reduced |
| Empire Financial Management Company, LLC | 36,103 | $4.76M | 1.57% | +10,048+38.6% | Added |
| Meeder Advisory Services, Inc. | 36,146 | $4.77M | 0.49% | +2,483+7.4% | Added |
| Conning Inc. | 36,226 | $4.78M | 0.16% | −2,529−6.5% | Reduced |
| Stonebrook Private Inc. | 36,266 | $4.79M | 1.40% | +1,893+5.5% | Added |
| Kensington Investment Counsel, LLC | 36,346 | $4.80M | 2.19% | +1,286+3.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 36,411 | $4.80M | 0.94% | −339−0.9% | Reduced |
| Allen Investment Management LLC | 36,424 | $4.81M | 0.06% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 36,508 | $4.82M | 0.58% | +36,508 | New |
| First National Bank & Trust Co of Newtown | 36,701 | $4.84M | 0.98% | −309−0.8% | Reduced |
| Oak Harvest Investment Services | 36,784 | $4.85M | 0.81% | −163−0.4% | Reduced |
| Uncommon Cents Investing LLC | 36,923 | $4.87M | 1.49% | −340−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 37,000 | $4.88M | 0.12% | −700−1.9% | Reduced |
| Leelyn Smith, LLC | 37,018 | $4.88M | 0.98% | −812−2.1% | Reduced |
| Altrius Capital Management Inc | 37,044 | $4.89M | 1.23% | +1,915+5.5% | Added |
| GSB Wealth Management, LLC | 37,129 | $4.90M | 1.38% | −111−0.3% | Reduced |
| New England Asset Management Inc | 37,165 | $4.90M | 0.76% | −14,285−27.8% | Reduced |
| Loomis Sayles & Co L P | 37,166 | $4.90M | 0.01% | −4,806−11.5% | Reduced |
| Herold Advisors, Inc. | 37,165 | $4.90M | 1.19% | −627−1.7% | Reduced |
| AMG National Trust Bank | 37,360 | $4.93M | 0.14% | −946−2.5% | Reduced |
| River Wealth Advisors LLC | 37,448 | $4.94M | 0.72% | +3,026+8.8% | Added |
| Central Pacific Bank - Trust Division | 37,782 | $4.95M | 0.61% | +37,782 | New |
| Penobscot Investment Management Company, Inc. | 37,531 | $4.95M | 0.52% | +955+2.6% | Added |
| Arvest Investments, Inc. | 37,551 | $4.95M | 0.79% | −5,757−13.3% | Reduced |
| KMG Fiduciary Partners, LLC | 37,579 | $4.96M | 0.51% | −566−1.5% | Reduced |
| Cinctive Capital Management LP | 37,605 | $4.96M | 0.26% | +22,973+157.0% | Added |
| Inscription Capital, LLC | 37,647 | $4.97M | 0.82% | +6,808+22.1% | Added |
| Kingswood Wealth Advisors, LLC | 37,714 | $4.98M | 0.57% | −11,715−23.7% | Reduced |
| Graypoint LLC | 37,872 | $5.00M | 0.36% | +1,626+4.5% | Added |
| RFG Advisory, LLC | 37,969 | $5.01M | 0.17% | −1,039−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 38,027 | $5.02M | 0.76% | +4,640+13.9% | Added |
| Essex Financial Services, Inc. | 38,077 | $5.02M | 0.46% | +1,260+3.4% | Added |
| Fundamentun, LLC | 38,120 | $5.03M | 0.49% | +19,126+100.7% | Added |
| Beech Hill Advisors, Inc. | 38,152 | $5.03M | 2.09% | +535+1.4% | Added |
| Lighthouse Investment Partners, LLC | 38,167 | $5.04M | 0.30% | +33,018+641.3% | Added |
| FDx Advisors, Inc. | 38,424 | $5.07M | 0.77% | −21,676−36.1% | Reduced |
| Meritage Portfolio Management | 38,431 | $5.07M | 0.32% | −2,103−5.2% | Reduced |
| Verition Fund Management LLC | 38,533 | $5.08M | 0.05% | −6,860−15.1% | Reduced |
| First National Bank of Omaha | 56,747 | $5.09M | 0.35% | −50,883−47.3% | Reduced |
| Cobblestone Capital Advisors LLC | 38,619 | $5.10M | 0.32% | −293−0.8% | Reduced |
| Keel Point, LLC | 38,736 | $5.11M | 0.53% | +1,357+3.6% | Added |
| Hengehold Capital Management LLC | 38,762 | $5.11M | 0.55% | −907−2.3% | Reduced |
| Bank Ozk | 38,793 | $5.12M | 2.29% | −1,933−4.7% | Reduced |
| Gateway Advisory, LLC | 38,955 | $5.14M | 0.90% | +3,133+8.7% | Added |
| Hancock Whitney Corp | 38,997 | $5.15M | 0.18% | +3,950+11.3% | Added |
| Wright Investors Service Inc | 39,022 | $5.15M | 1.31% | +1,120+3.0% | Added |