Skip to main content
Livermore
Livermore
ZHEN

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
3,547
+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
1,417 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.

Institutional holdersQ1 2024: 3,547 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ1 2024: $256.9B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2023.

Institutions holding MRK in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lakeshore Financial Planning, Inc.1,592$210.2K0.11%+1,592New
Forum Private Client Group LLC1,593$210.2K0.10%+1,593New
Hyperion Partners, LLC1,594$210.4K0.15%+1,594New
Keystone Wealth Services, LLC1,595$210.5K0.07%−2,637−62.3%Reduced
Transcendent Capital Group LLC1,598$210.9K0.12%+250+18.5%Added
1776 Wealth LLC1,601$211.3K0.10%+1,601New
Painted Porch Advisors LLC1,601$211.3K0.13%+1,601New
Holland Advisory Services, Inc.1,601$211.3K0.23%+1,601New
PFW Advisors LLC1,604$211.6K0.06%+1,604New
Basepoint Wealth LLC1,604$211.7K0.16%+1,604New
American Planning Services, Inc.1,609$212.3K0.15%+1,609New
Peninsula Wealth, LLC1,612$212.8K0.04%+1,612New
J. L. Bainbridge & Co., Inc.1,618$213.5K0.02%+1,618New
Bouchey Financial Group Ltd1,619$214.0K0.02%+1,619New
VERITY Wealth Advisors1,622$214.0K0.16%+1,622New
Operose Advisors LLC1,626$214.6K0.07%+793+95.2%Added
Flaharty Asset Management, LLC1,627$214.6K0.03%+1,627New
Western Pacific Wealth Management, LP1,638$216.1K0.16%+1+0.1%Added
Seeds Investor LLC1,639$216.2K0.20%+1,639New
Vantage Financial Partners, LLC1,643$216.8K0.06%+1,643New
WealthBridge Capital Management, LLC1,644$216.9K0.07%+1,644New
Anderson Hoagland & Co1,719$217.9K0.02%+1,719New
Heritage Wealth Partners, LLC2,002$218.3K0.45%00.0%Unchanged
Creekmur Asset Management LLC1,659$218.8K0.07%+167+11.2%Added
Kerntke Otto McGlone Wealth Management Group1,660$219.1K0.22%+1,660New
Knightsbridge Asset Management, LLC2,010$219.1K0.06%00.0%Unchanged
Private Capital Management, LLC1,662$219.3K0.02%+1,662New
Eagle Harbor Asset Management Inc1,662$219.3K0.23%+1,662New
Apollon Financial, LLC1,665$219.7K0.08%+1,665New
Ledgewood Wealth Advisors, LLC1,665$219.8K0.20%+1,665New
W.H. Cornerstone Investments Inc.1,670$220.0K0.16%−300−15.2%Reduced
Hilltop Wealth Advisors, LLC1,668$220.0K0.11%+1,668New
Fountainhead AM, LLC1,671$220.5K0.05%+1,671New
Valicenti Advisory Services Inc1,677$221.0K0.06%−298−15.1%Reduced
Kades & Cheifetz LLC1,681$221.7K0.14%+1,681New
Envision Financial Planning, LLC1,682$221.9K0.18%+1,682New
Wharton Business Group, LLC1,686$222.0K0.01%+1,686New
Gibbs Wealth Management1,685$222.3K0.13%+1,685New
Prosperity Wealth Management, Inc.1,686$222.5K0.11%+1,686New
Avion Wealth1,688$223.0K0.06%−84−4.7%Reduced
Cassady Schiller Wealth Management, LLC1,691$223.1K0.10%+9+0.5%Added
WorthPointe, LLC1,694$223.6K0.11%+1,694New
Sage Financial Management Group, Inc.1,700$224.0K0.11%+1,700New
Wellspring Financial Advisors, LLC1,699$224.2K0.04%+1,699New
Alesco Advisors LLC1,700$224.3K0.01%+1,700New
Legacy Financial Group, Inc.1,702$224.6K0.09%+1,702New
Torray LLC1,705$225.0K0.03%−336−16.5%Reduced
Fulcrum Capital LLC1,710$225.6K0.05%−1,150−40.2%Reduced
Dock Street Asset Management Inc1,712$225.9K0.03%+1,712New
Compass Financial Group, INC1,715$226.3K0.05%+1,715New
Harrington Investments, INC1,720$227.0K0.13%+1,720New
SMH Capital Advisors Inc1,725$227.6K0.61%+1,725New
Oberweis Asset Management Inc1,730$228.3K0.02%+1,730New
Iron Financial, LLC1,731$228.4K0.13%+1,731New
Empirical Asset Management, LLC1,731$228.4K0.11%+1,731New
Allegiance Financial Group Advisory Services LLC1,740$229.5K0.09%+1,740New
Arcus Capital Partners, LLC1,742$229.9K0.07%+1,742New
Birchbrook, Inc.1,743$230.0K0.14%−43−2.4%Reduced
Strategic Advocates LLC1,743$230.0K0.09%+1,743New
Petix & Botte Co1,748$230.6K0.06%−1,748−50.0%Reduced
Front Street Capital Management, Inc.1,749$231.0K0.04%00.0%Unchanged
Wealth Management Partners, LLC1,752$231.2K0.12%+1,752New
Royal Capital Wealth Management, LLC1,755$231.6K0.18%+1,755New
Ahl Investment Management, Inc.1,756$231.7K0.18%+1,756New
TAGStone Capital, Inc.1,747$232.0K0.14%+1,747New
Burton Enright Welch1,759$232.1K0.06%+1,759New
Financial Network Wealth Advisors LLC1,765$232.9K0.23%+1,765New
Southland Equity Partners LLC1,766$233.1K0.07%+1,766New
Rice Hall James & Associates, LLC1,769$233.4K0.01%−295−14.3%Reduced
NorthStar Asset Management LLC1,770$233.6K0.18%+1,770New
Mirova1,777$234.5K0.04%00.0%Unchanged
Granite Harbor Advisors, Inc.1,777$234.5K0.16%+1,777New
Lifestyle Asset Management, Inc.1,779$234.7K0.14%−297−14.3%Reduced
Davis Investment Partners, LLC1,858$235.5K0.10%−120−6.1%Reduced
IAG Wealth Partners, LLC1,785$235.5K0.05%00.0%Unchanged
Meridian Management Co1,786$235.7K0.06%−92−4.9%Reduced
ML & R Wealth Management LLC1,787$235.8K0.05%+1,787New
Sterling Financial Group, Inc.1,794$236.8K0.11%+1,794New
Orser Capital Management, LLC1,799$237.4K0.23%−210−10.5%Reduced
Bontempo Ohly Capital Mgmt LLC1,800$237.5K0.12%−2,008−52.7%Reduced
Heritage Wealth Management, Inc.1,808$238.6K0.24%+18+1.0%Added
Riverwater Partners LLC1,815$239.5K0.18%−804−30.7%Reduced
Madden Securities Corp1,822$240.4K0.11%−500−21.5%Reduced
Nova R Wealth, Inc.1,823$240.5K0.13%+1,823New
Argus Investors' Counsel, Inc.1,833$241.9K0.15%+1,833New
Bennett Associates Wealth Management1,844$243.3K0.22%−90−4.7%Reduced
Mustard Seed Financial, LLC1,857$245.0K0.24%+2+0.1%Added
Planning Directions Inc1,863$245.8K0.17%−280−13.1%Reduced
Midwest Financial Group LLC1,863$246.0K0.17%−49−2.6%Reduced
First Long Island Investors, LLC1,865$246.1K0.02%00.0%Unchanged
Maripau Wealth Management LLC1,869$246.6K0.18%+1,869New
Seldon Capital LP1,873$247.1K0.15%00.0%Unchanged
Whitcomb & Hess, Inc.1,876$247.6K0.08%−187−9.1%Reduced
Werba Rubin Papier Wealth Management1,867$247.8K0.07%−1−0.1%Reduced
Retirement Planning Group1,878$247.8K0.02%+29+1.6%Added
Fortress Wealth Management, Inc.1,882$248.4K0.13%00.0%Unchanged
Elk River Wealth Management, LLC1,878$249.2K0.05%−391−17.2%Reduced
Denver Wealth Management, Inc.1,892$249.6K0.13%+11+0.6%Added
Cascade Investment Advisors, Inc.1,893$249.8K0.16%00.0%Unchanged
Stone Run Capital, LLC1,899$250.5K0.10%+6+0.3%Added