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 |
|---|---|---|---|---|---|
| Alterna Wealth Management, Inc | 2,152 | $284.0K | 0.28% | 00.0% | Unchanged |
| NBW Capital LLC | 2,152 | $284.0K | 0.06% | +3+0.1% | Added |
| Centerpoint Advisors, LLC | 2,152 | $284.0K | 0.11% | −112−4.9% | Reduced |
| DLK Investment Management, LLC | 2,158 | $284.7K | 0.12% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,161 | $285.1K | 0.05% | +7+0.3% | Added |
| Planning Center, Inc. | 2,163 | $285.4K | 0.06% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,164 | $285.5K | 0.04% | −100−4.4% | Reduced |
| Rollins Financial Advisors, LLC | 2,171 | $286.4K | 0.05% | +2,171 | New |
| Syntax Research, Inc. | 2,175 | $287.0K | 0.22% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,173 | $287.0K | 0.02% | +2,173 | New |
| Alpha Financial Partners, LLC | 2,180 | $287.6K | 0.26% | −361−14.2% | Reduced |
| Paladin Advisory Group, LLC | 2,196 | $287.7K | 0.23% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 2,181 | $287.8K | 0.09% | −2,897−57.1% | Reduced |
| Ewa, LLC | 2,213 | $287.8K | 0.13% | +2,213 | New |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $288.2K | 0.21% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,188 | $288.7K | 0.07% | −104−4.5% | Reduced |
| WCM Investment Management, LLC | 2,189 | $288.8K | 0.00% | +173+8.6% | Added |
| Advisor Resource Council | 2,599 | $289.1K | 0.12% | −3,462−57.1% | Reduced |
| McClarren Financial Advisors, Inc. | 2,197 | $290.0K | 0.21% | +15+0.7% | Added |
| Deltec Asset Management LLC | 2,198 | $290.0K | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,200 | $290.3K | 0.03% | 00.0% | Unchanged |
| Starfox Financial Services, LLC | 2,306 | $291.0K | 0.25% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,207 | $291.0K | 0.17% | −136,834−98.4% | Reduced |
| Bowen Hanes & Co Inc | 2,204 | $291.0K | 0.01% | −86−3.8% | Reduced |
| TrueWealth Advisors, LLC | 2,210 | $291.5K | 0.11% | +188+9.3% | Added |
| TAP Consulting, LLC | 2,212 | $291.8K | 0.06% | +145+7.0% | Added |
| Strategic Financial Concepts, LLC | 2,225 | $293.6K | 0.07% | +253+12.8% | Added |
| Silver Coast Investments LLC | 2,234 | $294.8K | 0.12% | −135−5.7% | Reduced |
| Valued Retirements, Inc. | 2,236 | $295.0K | 0.47% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 2,241 | $295.7K | 0.12% | −99−4.2% | Reduced |
| SL Advisors, LLC | 2,247 | $296.5K | 0.58% | +38+1.7% | Added |
| Ullmann Financial Group, Inc. | 2,248 | $296.6K | 0.04% | +199+9.7% | Added |
| Threadgill Financial, LLC | 2,256 | $297.7K | 0.13% | +211+10.3% | Added |
| Armstrong Advisory Group, Inc | 2,733 | $298.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,266 | $299.0K | 0.05% | −200−8.1% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $299.1K | 0.09% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,270 | $299.5K | 0.07% | +116+5.4% | Added |
| Pavion Blue Capital, LLC | 2,278 | $300.6K | 0.15% | −72−3.1% | Reduced |
| Derbend Asset Management | 2,280 | $300.8K | 0.15% | +2,280 | New |
| Carolinas Wealth Consulting LLC | 2,270 | $300.9K | 0.06% | −14,936−86.8% | Reduced |
| Members Capital Advisors Inc | 2,283 | $301.2K | 0.85% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,270 | $301.3K | 0.20% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,290 | $302.2K | 0.05% | +2,290 | New |
| CAP Partners, LLC | 2,292 | $302.4K | 0.27% | +106+4.8% | Added |
| Blume Capital Management, Inc. | 2,300 | $303.5K | 0.07% | −100−4.2% | Reduced |
| Fiducient Advisors LLC | 2,287 | $303.5K | 0.06% | −2,229−49.4% | Reduced |
| WR Wealth Planners, LLC | 2,301 | $303.6K | 0.09% | +111+5.1% | Added |
| Vanguard Capital Wealth Advisors | 2,305 | $304.1K | 0.21% | +4+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 2,306 | $304.3K | 0.07% | −42−1.8% | Reduced |
| Pathway Financial Advisors LLC | 2,308 | $304.5K | 0.08% | +343+17.5% | Added |
| WestHill Financial Advisors, Inc. | 2,315 | $305.5K | 0.08% | +335+16.9% | Added |
| Trust Co | 2,318 | $305.9K | 0.04% | −333−12.6% | Reduced |
| NovaPoint Capital, LLC | 2,323 | $306.5K | 0.11% | −57−2.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,320 | $307.9K | 0.19% | −3−0.1% | Reduced |
| Ballast Advisors LLC | 2,337 | $308.4K | 0.10% | −618−20.9% | Reduced |
| Security National Bank of So Dak | 2,339 | $308.6K | 0.19% | −10−0.4% | Reduced |
| Bellecapital International Ltd. | 2,340 | $308.8K | 0.07% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 2,345 | $309.4K | 0.60% | +2,345 | New |
| Gray Wealth Management Inc. | 2,346 | $309.5K | 0.14% | +200+9.3% | Added |
| Krane Funds Advisors LLC | 2,379 | $309.5K | 0.01% | +2,379 | New |
| Towerpoint Wealth, LLC | 2,351 | $310.2K | 0.16% | −4−0.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,359 | $311.3K | 0.19% | +12+0.5% | Added |
| New England Capital Financial Advisors LLC | 2,361 | $311.6K | 0.18% | +14+0.6% | Added |
| Bay Rivers Group | 2,368 | $312.5K | 0.17% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,370 | $312.7K | 0.22% | +150+6.8% | Added |
| FSA Advisors, Inc. | 2,399 | $316.6K | 0.34% | +402+20.1% | Added |
| Baron Wealth Management LLC | 2,400 | $316.7K | 0.17% | −305−11.3% | Reduced |
| Apeiron RIA LLC | 2,402 | $317.0K | 0.09% | +113+4.9% | Added |
| Legacy Bridge, LLC | 2,406 | $317.5K | 0.19% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,412 | $318.3K | 0.05% | +34+1.4% | Added |
| CWS Financial Advisors, LLC | 2,419 | $319.1K | 0.13% | −1,180−32.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,419 | $319.1K | 0.14% | −14−0.6% | Reduced |
| ICA Group Wealth Management, LLC | 2,423 | $319.7K | 0.06% | −56−2.3% | Reduced |
| Waypoint Capital Advisors, LLC | 2,427 | $320.2K | 0.08% | +83+3.5% | Added |
| Sciencast Management LP | 2,429 | $320.5K | 0.20% | −4,187−63.3% | Reduced |
| Cahill Financial Advisors Inc | 2,431 | $320.8K | 0.04% | +516+26.9% | Added |
| One Day In July LLC | 2,432 | $320.9K | 0.04% | +183+8.1% | Added |
| Sandy Cove Advisors, LLC | 2,434 | $321.2K | 0.15% | −328−11.9% | Reduced |
| American Money Management, LLC | 2,442 | $322.2K | 0.07% | −50−2.0% | Reduced |
| Independent Wealth Network Inc. | 2,443 | $322.3K | 0.15% | −246−9.1% | Reduced |
| Tyler-Stone Wealth Management | 2,448 | $323.0K | 0.14% | +438+21.8% | Added |
| Marshall & Sullivan Inc | 2,450 | $323.3K | 0.16% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,454 | $323.8K | 0.09% | −60−2.4% | Reduced |
| Petrus Trust Company, LTA | 2,454 | $323.8K | 0.03% | −3,137−56.1% | Reduced |
| Swisher Financial Concepts, Inc. | 2,575 | $324.0K | 0.28% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,456 | $324.0K | 0.05% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,458 | $324.3K | 0.32% | −3,390−58.0% | Reduced |
| Breakwater Investment Management | 2,461 | $324.7K | 0.15% | +2,461 | New |
| Investment Research & Advisory Group, Inc. | 2,462 | $324.9K | 0.15% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $325.3K | 0.15% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,473 | $326.3K | 0.12% | −1,505−37.8% | Reduced |
| Lion Street Advisors, LLC | 2,996 | $326.7K | 0.13% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,464 | $326.9K | 0.26% | +98+4.1% | Added |
| Pensionmark Financial Group, LLC | 2,052 | $327.5K | 0.05% | −2,090−50.5% | Reduced |
| ERn Financial, LLC | 2,482 | $327.5K | 0.06% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 2,492 | $328.8K | 0.05% | +26+1.1% | Added |
| Fagan Associates, Inc. | 2,495 | $329.2K | 0.06% | +100+4.2% | Added |
| Kelman-Lazarov, Inc. | 2,496 | $329.3K | 0.06% | +4+0.2% | Added |
| Triton Wealth Management, PLLC | 2,601 | $329.8K | 0.23% | +300+13.0% | Added |
| Independent Investors Inc | 2,500 | $329.9K | 0.08% | −25−1.0% | Reduced |