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.
| 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Collaborative Wealth Managment Inc. | 1,899 | $250.6K | 0.13% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,900 | $250.7K | 0.17% | −4,200−68.9% | Reduced |
| Vivid Wealth Management, LLC | 1,901 | $250.8K | 0.16% | −80−4.0% | Reduced |
| Geometric Wealth Advisors | 1,903 | $251.1K | 0.06% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,905 | $251.4K | 0.09% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,972 | $251.7K | 0.05% | +94+5.0% | Added |
| Sterling Investment Management, Inc. | 1,908 | $251.8K | 0.18% | +52+2.8% | Added |
| Freedom Day Solutions, LLC | 1,910 | $251.9K | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 1,999 | $252.1K | 0.02% | +1,999 | New |
| Vantage Consulting Group Inc | 1,925 | $254.0K | 0.16% | −329−14.6% | Reduced |
| Fidelity D & D Bancorp Inc | 1,925 | $254.0K | 0.19% | −184−8.7% | Reduced |
| JBR Co Financial Management Inc | 1,925 | $254.0K | 0.20% | 00.0% | Unchanged |
| Well Done, LLC | 1,927 | $254.3K | 0.05% | −68−3.4% | Reduced |
| Able Wealth Management LLC | 1,935 | $255.4K | 0.22% | −10−0.5% | Reduced |
| Cherrydale Wealth Management, LLC | 1,936 | $255.4K | 0.12% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,936 | $255.5K | 0.07% | −68−3.4% | Reduced |
| F/M Investments LLC | 1,936 | $255.5K | 0.17% | +1,936 | New |
| MTM Financial Group, LLC | 1,937 | $255.6K | 0.17% | −76−3.8% | Reduced |
| McMahon Financial Advisors, LLC | 1,937 | $255.6K | 0.07% | −2−0.1% | Reduced |
| Main Street Group, LTD | 1,949 | $255.7K | 0.11% | +234+13.6% | Added |
| Financial Advisory Corp | 1,942 | $256.0K | 0.10% | +1,942 | New |
| CapitalatWork S.A. | – | $257.0K | 0.01% | – | – |
| Blackston Financial Advisory Group, LLC | 1,949 | $257.2K | 0.17% | −3,202−62.2% | Reduced |
| Cranbrook Wealth Management, LLC | 1,951 | $257.4K | 0.07% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,952 | $257.6K | 0.19% | +32+1.7% | Added |
| Holocene Advisors, LP | 1,956 | $258.1K | 0.00% | −468,909−99.6% | Reduced |
| Echo45 Advisors LLC | 1,956 | $258.1K | 0.19% | −40−2.0% | Reduced |
| Richardson Financial Services Inc. | 1,933 | $258.4K | 0.18% | +210+12.2% | Added |
| Stony Point Wealth Management Inc. | 1,960 | $258.6K | 0.11% | +2+0.1% | Added |
| American Financial Advisors, LLC | 1,963 | $259.0K | 0.04% | +10+0.5% | Added |
| Marshall Financial Group Inc | 1,965 | $259.3K | 0.09% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,966 | $259.5K | 0.14% | −29−1.5% | Reduced |
| Yeomans Consulting Group, Inc. | 1,968 | $259.7K | 0.11% | −91−4.4% | Reduced |
| D.B. Root & Company, LLC | 1,970 | $259.9K | 0.09% | +1,970 | New |
| Villere St Denis J & Co LLC | 1,974 | $260.5K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,977 | $260.9K | 0.08% | +1,977 | New |
| Horizon Investment Services, LLC | 1,978 | $261.0K | 0.13% | −129−6.1% | Reduced |
| Sentinus, LLC | 1,979 | $261.1K | 0.09% | +1,979 | New |
| Charles Schwab Investment Advisory, Inc. | 1,979 | $261.2K | 0.00% | +18+0.9% | Added |
| New England Professional Planning Group Inc. | 1,980 | $261.3K | 0.14% | +1,980 | New |
| Rock Point Advisors, LLC | 1,986 | $262.1K | 0.08% | −249−11.1% | Reduced |
| Hudson Capital Management LLC | 1,988 | $262.3K | 0.09% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,993 | $263.0K | 0.16% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,998 | $263.7K | 0.03% | +2+0.1% | Added |
| Sandler Capital Management | 2,000 | $263.9K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $263.9K | 0.05% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $263.9K | 0.20% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $264.0K | 0.02% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,007 | $264.8K | 0.26% | +13+0.7% | Added |
| Idaho Trust Bank | 2,007 | $264.8K | 0.26% | +2,007 | New |
| Reuter James Wealth Management, LLC | 2,007 | $264.9K | 0.18% | −4−0.2% | Reduced |
| Paul Damon & Associates, Inc. | 2,007 | $264.9K | 0.18% | +106+5.6% | Added |
| Fielder Capital Group LLC | 2,011 | $265.4K | 0.12% | +2,011 | New |
| Ruggaard & Associates LLC | 2,017 | $266.1K | 0.13% | +110+5.8% | Added |
| Prosperitas Financial LLC | 2,022 | $266.7K | 0.17% | +3+0.1% | Added |
| Penn Davis McFarland Inc | 2,022 | $266.8K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,039 | $267.2K | 0.18% | +93+4.8% | Added |
| Pacific Center for Financial Services | 2,026 | $267.3K | 0.08% | +800+65.3% | Added |
| Capital International Sarl | 2,027 | $267.5K | 0.01% | +2,027 | New |
| Horst & Graben Wealth Management LLC | 2,027 | $267.5K | 0.05% | −9−0.4% | Reduced |
| Mason & Associates Inc | 2,027 | $267.5K | 0.07% | −18−0.9% | Reduced |
| GSG Advisors LLC | 2,061 | $267.8K | 0.10% | +2,061 | New |
| FSB Premier Wealth Management, Inc. | 2,032 | $268.1K | 0.12% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 2,035 | $268.5K | 0.02% | +2,035 | New |
| Bond & Devick Financial Network, Inc. | 2,036 | $268.6K | 0.15% | −31−1.5% | Reduced |
| Isthmus Partners, LLC | 2,042 | $269.4K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,045 | $269.8K | 0.21% | +2,045 | New |
| Firethorn Wealth Partners, LLC | 2,050 | $270.5K | 0.16% | −6−0.3% | Reduced |
| Wade Financial Advisory, Inc | 2,050 | $270.5K | 0.10% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,051 | $270.6K | 0.16% | +21+1.0% | Added |
| Evolution Wealth Advisors, LLC | 2,054 | $271.0K | 0.05% | −122−5.6% | Reduced |
| Security Financial Services, INC. | 2,054 | $271.0K | 0.06% | +151+7.9% | Added |
| Juncture Wealth Strategies, LLC | 2,059 | $271.7K | 0.12% | +2,059 | New |
| Sharp Financial Services, LLC | 2,060 | $271.8K | 0.25% | −149−6.7% | Reduced |
| Canvas Wealth Advisors, LLC | 2,172 | $272.3K | 0.09% | +290+15.4% | Added |
| Cabot Wealth Management Inc | 2,066 | $272.6K | 0.04% | +14+0.7% | Added |
| Guild Investment Management, Inc. | 2,067 | $272.7K | 0.35% | +10.0% | Added |
| Hutchinson Capital Management | 2,067 | $272.7K | 0.06% | +10+0.5% | Added |
| Pegasus Partners Ltd. | 2,069 | $273.0K | 0.03% | −297−12.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,076 | $273.9K | 0.05% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,078 | $274.2K | 0.06% | +13+0.6% | Added |
| Fortis Advisors, LLC | 2,083 | $274.9K | 0.18% | −1,217−36.9% | Reduced |
| Investment Advisory Group, LLC | 2,093 | $276.2K | 0.11% | +30+1.5% | Added |
| Aletheian Wealth Advisors LLC | 2,096 | $276.6K | 0.15% | +2,096 | New |
| Northwest Wealth Management, LLC | 2,096 | $276.6K | 0.08% | −60−2.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,104 | $277.6K | 0.11% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $278.0K | 0.13% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,119 | $279.6K | 0.11% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 2,124 | $280.3K | 0.23% | +103+5.1% | Added |
| Partnership Wealth Management, LLC | 2,125 | $280.4K | 0.20% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,125 | $280.4K | 0.12% | 00.0% | Unchanged |
| Meritage Group LP | 2,133 | $281.0K | 0.01% | −740−25.8% | Reduced |
| First Wilshire Securities Management Inc | 2,131 | $281.0K | 0.08% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,130 | $281.1K | 0.11% | +50+2.4% | Added |
| Aspire Capital Advisors LLC | 2,135 | $281.8K | 0.09% | −25−1.2% | Reduced |
| O'Brien Wealth Partners LLC | 2,141 | $282.5K | 0.07% | −14−0.6% | Reduced |
| Consilio Wealth Advisors, LLC | 2,145 | $283.0K | 0.13% | +2,145 | New |
| Norway Savings Bank | 2,145 | $283.0K | 0.12% | −75−3.4% | Reduced |
| Capital Insight Partners, LLC | 2,147 | $283.3K | 0.05% | −9−0.4% | Reduced |
| TD Capital Management LLC | 2,148 | $283.5K | 0.03% | +5+0.2% | Added |