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 |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC | 2,500 | $329.9K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,502 | $330.1K | 0.18% | +114+4.8% | Added |
| Davis Capital Management | 2,521 | $330.2K | 0.29% | +581+29.9% | Added |
| Landaas & Co | 2,513 | $331.0K | 0.11% | +623+33.0% | Added |
| Texas Capital Bancshares Inc | 2,515 | $331.9K | 0.15% | −1,722−40.6% | Reduced |
| Duncan Williams Asset Management, LLC | 2,519 | $332.4K | 0.30% | +2,519 | New |
| Peak Financial Management, Inc. | 2,521 | $332.6K | 0.11% | +2,521 | New |
| Green Harvest Asset Management LLC | 2,526 | $333.3K | 0.01% | +2,526 | New |
| Marshall Financial Group LLC | 2,527 | $333.4K | 0.10% | −225−8.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,530 | $333.8K | 0.25% | +2,530 | New |
| Fort, L.P. | 2,537 | $334.8K | 0.84% | −269−9.6% | Reduced |
| Van Leeuwen & Company, LLC | 2,538 | $334.9K | 0.17% | +444+21.2% | Added |
| RWM Asset Management, LLC | 2,540 | $335.1K | 0.06% | −38−1.5% | Reduced |
| LRI Investments, LLC | 2,541 | $335.3K | 0.08% | +2,541 | New |
| Penobscot Wealth Management | 2,543 | $336.0K | 0.21% | +73+3.0% | Added |
| Cedrus LLC | 2,554 | $337.0K | 0.18% | −824−24.4% | Reduced |
| Endowment Wealth Management, Inc. | 2,558 | $337.6K | 0.25% | −79−3.0% | Reduced |
| Aspen Wealth Strategies, LLC | 2,561 | $337.9K | 0.23% | −90−3.4% | Reduced |
| NDVR, Inc. | 2,562 | $338.1K | 0.32% | −49−1.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,697 | $341.8K | 0.19% | +3+0.1% | Added |
| LWM Advisory Services, LLC | 2,592 | $342.0K | 0.27% | −30−1.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,649 | $342.3K | 0.22% | +52+2.0% | Added |
| KWB Wealth | 2,598 | $342.8K | 0.05% | +11+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,719 | $343.1K | 0.13% | −228−7.7% | Reduced |
| NWK Group, Inc. | 2,600 | $343.1K | 0.16% | 00.0% | Unchanged |
| Zega Financial, LLC | 2,600 | $343.1K | 0.15% | +2,600 | New |
| Avaii Wealth Management, LLC | 2,613 | $344.8K | 0.20% | −294−10.1% | Reduced |
| OneAscent Wealth Management LLC | 2,601 | $345.0K | 0.13% | +2,601 | New |
| Riversedge Advisors, LLC | 2,617 | $345.3K | 0.09% | +133+5.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $346.1K | 0.11% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 2,625 | $346.4K | 0.13% | −487−15.6% | Reduced |
| Nexus Investment Management ULC | 2,625 | $346.4K | 0.03% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 2,627 | $346.6K | 0.11% | −10.0% | Reduced |
| CFO4Life Group, LLC | 2,633 | $347.4K | 0.06% | −157−5.6% | Reduced |
| Kuhn & Co Investment Counsel | 2,635 | $347.7K | 0.33% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,774 | $347.8K | 0.04% | +500+22.0% | Added |
| Smithbridge Asset Management Inc | 2,639 | $348.2K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,650 | $349.7K | 0.20% | −683−20.5% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,651 | $349.8K | 0.10% | +14+0.5% | Added |
| Spectrum Wealth Counsel, LLC | 2,655 | $350.3K | 0.04% | −136−4.9% | Reduced |
| Triune Financial Partners, LLC | 2,665 | $351.7K | 0.12% | +17+0.6% | Added |
| Bell Investment Advisors, Inc | 2,667 | $351.9K | 0.07% | −9−0.3% | Reduced |
| Northside Capital Management, LLC | 2,670 | $352.3K | 0.06% | 00.0% | Unchanged |
| Triad Investment Management | 2,675 | $353.0K | 0.43% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,679 | $353.4K | 0.15% | +469+21.2% | Added |
| Meridian Wealth Partners, LLC | 2,684 | $354.1K | 0.06% | +133+5.2% | Added |
| Financial Freedom, LLC | 2,686 | $354.5K | 0.21% | +8+0.3% | Added |
| MPS Loria Financial Planners, LLC | 2,686 | $354.8K | 0.12% | +6+0.2% | Added |
| Carson Advisory Inc. | 2,690 | $354.9K | 0.25% | +66+2.5% | Added |
| Noble Family Wealth, LLC | 2,691 | $355.1K | 0.10% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,696 | $355.7K | 0.21% | +11+0.4% | Added |
| JMG Financial Group, Ltd. | 2,696 | $355.7K | 0.01% | −40−1.5% | Reduced |
| Walker Asset Management, LLC | 2,697 | $355.9K | 0.24% | +16+0.6% | Added |
| Powers Advisory Group, LLC | 2,697 | $355.9K | 0.20% | −216−7.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,700 | $356.2K | 0.25% | +2+0.1% | Added |
| Chiron Capital Management, LLC | 2,700 | $356.3K | 0.32% | −300−10.0% | Reduced |
| WealthPlan Investment Management, LLC | 2,701 | $356.4K | 0.05% | +2,701 | New |
| American Trust | 2,702 | $356.5K | 0.03% | −1,800−40.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,704 | $356.7K | 0.14% | −207−7.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,725 | $359.6K | 0.08% | +89+3.4% | Added |
| Steele Capital Management, Inc. | 2,710 | $359.7K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,729 | $360.2K | 0.18% | −1,357−33.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,752 | $363.1K | 0.18% | +586+27.1% | Added |
| Saiph Capital, LLC | 2,753 | $363.2K | 0.17% | +477+21.0% | Added |
| Spinnaker Investment Group, LLC | 2,754 | $363.4K | 0.10% | +40+1.5% | Added |
| Buckhead Capital Management LLC | 2,755 | $363.5K | 0.12% | −444−13.9% | Reduced |
| Chickasaw Capital Management LLC | 2,757 | $364.0K | 0.02% | +164+6.3% | Added |
| FirstPurpose Wealth LLC | 2,880 | $365.0K | 0.13% | +7+0.2% | Added |
| Page Arthur B | 2,768 | $365.2K | 0.38% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,771 | $365.6K | 0.13% | +2+0.1% | Added |
| Intrinsic Value Partners, LLC | 2,789 | $368.0K | 0.39% | −1,450−34.2% | Reduced |
| Menard Financial Group LLC | 2,791 | $368.3K | 0.31% | +113+4.2% | Added |
| BlueChip Wealth Advisors LLC | 2,795 | $368.8K | 0.24% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,800 | $369.5K | 0.11% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,812 | $371.0K | 0.14% | −144−4.9% | Reduced |
| LJI Wealth Management, LLC | 2,815 | $371.4K | 0.10% | +9+0.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,819 | $372.0K | 0.11% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,820 | $372.1K | 0.23% | 00.0% | Unchanged |
| Schubert & Co | 2,822 | $372.4K | 0.32% | +5+0.2% | Added |
| Winning Points Advisors, LLC | 3,422 | $373.1K | 0.57% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 2,836 | $374.2K | 0.05% | −27,286−90.6% | Reduced |
| Droms Strauss Advisors Inc | 2,841 | $375.0K | 0.14% | −3−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 2,844 | $375.3K | 0.09% | +2,844 | New |
| Significant Wealth Partners LLC | 2,849 | $375.9K | 0.25% | −14,372−83.5% | Reduced |
| Savvy Advisors, Inc. | 2,850 | $376.1K | 0.22% | +2,850 | New |
| Thrive Capital Management, LLC | 2,852 | $376.3K | 0.20% | −790−21.7% | Reduced |
| Motive Wealth Advisors | 2,854 | $376.6K | 0.23% | +2,854 | New |
| HFG Advisors, Inc. | 2,857 | $377.0K | 0.33% | −97−3.3% | Reduced |
| Eclectic Associates Inc | 2,859 | $377.3K | 0.17% | −128−4.3% | Reduced |
| Skyline Advisors, Inc. | 2,862 | $377.6K | 0.17% | +202+7.6% | Added |
| Matrix Asset Advisors Inc | 2,862 | $377.6K | 0.05% | −425−12.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,862 | $377.6K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,862 | $377.7K | 0.14% | −305−9.6% | Reduced |
| William Allan, LLC | 2,866 | $378.0K | 0.25% | −6−0.2% | Reduced |
| Black Diamond Financial, LLC | 3,473 | $378.6K | 0.10% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,873 | $379.1K | 0.25% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,875 | $379.4K | 0.32% | −331−10.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,877 | $379.6K | 0.02% | −202−6.6% | Reduced |
| White Lighthouse Investment Management Inc. | 2,879 | $379.9K | 0.08% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,901 | $380.0K | 0.06% | −1,344−31.7% | Reduced |