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 |
|---|---|---|---|---|---|
| NSI Retail Advisors, LLC | 2,888 | $381.0K | 0.06% | −500−14.8% | Reduced |
| Campbell Wealth Management | 2,890 | $381.0K | 0.04% | +997+52.7% | Added |
| Prostatis Group LLC | 2,894 | $381.8K | 0.14% | −167−5.5% | Reduced |
| Merrion Investment Management Co, LLC | 2,900 | $382.7K | 0.27% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2,901 | $382.8K | 0.17% | −67−2.3% | Reduced |
| Mattern Capital Management, LLC | 2,903 | $383.1K | 0.05% | +300+11.5% | Added |
| Kapitalo Investimentos Ltda | 2,904 | $383.2K | 0.08% | +2,904 | New |
| waypoint wealth counsel | 2,907 | $383.6K | 0.30% | +82+2.9% | Added |
| Fullerton Fund Management Co Ltd. | 2,909 | $383.8K | 0.02% | +2,909 | New |
| PSI Advisors, LLC | 2,909 | $383.9K | 0.14% | −180−5.8% | Reduced |
| Mosley Wealth Management | 2,913 | $384.4K | 0.36% | −145−4.7% | Reduced |
| Reik & Co., LLC | 2,914 | $384.5K | 0.10% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,035 | $384.7K | 0.27% | +14+0.5% | Added |
| BEAM Asset Management, LLC | 2,939 | $387.8K | 0.23% | +126+4.5% | Added |
| Teamwork Financial Advisors, LLC | 2,940 | $388.0K | 0.06% | −859−22.6% | Reduced |
| Hills Bank & Trust Co | 2,941 | $388.1K | 0.03% | +1,219+70.8% | Added |
| TriaGen Wealth Management LLC | 2,948 | $389.0K | 0.16% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,956 | $390.0K | 0.23% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 2,957 | $390.2K | 0.40% | +2,957 | New |
| Brown Capital Management LLC | 2,963 | $391.0K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,101 | $391.2K | 0.22% | +195+6.7% | Added |
| Palisade Capital Management LLC | 2,970 | $391.9K | 0.01% | −392−11.7% | Reduced |
| GTS Securities LLC | 2,976 | $392.7K | 0.01% | −39,277−93.0% | Reduced |
| Summit X, LLC | 2,985 | $393.2K | 0.10% | +100+3.5% | Added |
| New Century Financial Group, LLC | 2,987 | $394.1K | 0.27% | +23+0.8% | Added |
| InTrack Investment Management Inc | 2,993 | $394.9K | 0.29% | −854−22.2% | Reduced |
| Byrne Asset Management LLC | – | $395.6K | 0.27% | – | – |
| Robotti Robert | 3,000 | $395.9K | 0.05% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 3,003 | $396.2K | 0.30% | +23+0.8% | Added |
| Fox Run Management, L.L.C. | 3,005 | $396.5K | 0.09% | −2,933−49.4% | Reduced |
| Westside Investment Management, Inc. | 3,012 | $397.5K | 0.10% | −185−5.8% | Reduced |
| Intergy Private Wealth, LLC | 3,013 | $397.6K | 0.16% | +6+0.2% | Added |
| Fluent Financial, LLC | 3,014 | $397.7K | 0.22% | −57−1.9% | Reduced |
| Mainstay Capital Management LLC | 3,018 | $398.2K | 0.08% | +6+0.2% | Added |
| Adamsbrown Wealth Consultants LLC | 3,020 | $398.5K | 0.16% | −87−2.8% | Reduced |
| EPG Wealth Management LLC | 3,026 | $399.3K | 0.10% | 00.0% | Unchanged |
| Unio Capital LLC | 3,033 | $400.2K | 0.18% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,331 | $400.2K | 0.18% | +3,331 | New |
| Quantum Financial Advisors, LLC | 3,040 | $401.1K | 0.07% | −70−2.3% | Reduced |
| Tandem Investment Advisors, Inc. | 3,044 | $402.0K | 0.02% | +802+35.8% | Added |
| Cascade Investment Group, Inc. | 3,050 | $402.5K | 0.30% | 00.0% | Unchanged |
| Lane & Associates LLC | 3,066 | $404.6K | 0.25% | −1,363−30.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,091 | $404.9K | 0.12% | −254−7.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,189 | $406.6K | 0.19% | +667+26.4% | Added |
| Avenue 1 Advisors, LLC | 3,082 | $406.7K | 0.17% | +14+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 3,083 | $406.8K | 0.07% | +88+2.9% | Added |
| Source Financial Advisors LLC | 3,083 | $406.9K | 0.12% | +73+2.4% | Added |
| RTD Financial Advisors, Inc. | 3,087 | $407.3K | 0.05% | −103−3.2% | Reduced |
| Integral Investment Advisors, Inc. | 3,096 | $407.9K | 0.17% | +3,096 | New |
| Truvestments Capital LLC | 3,093 | $408.1K | 0.16% | −78−2.5% | Reduced |
| Gerber, LLC | 3,095 | $408.4K | 0.34% | +166+5.7% | Added |
| Kennedy Investment Group | 3,102 | $409.3K | 0.22% | +538+21.0% | Added |
| FFT Wealth Management LLC | 3,104 | $409.6K | 0.04% | +322+11.6% | Added |
| Private Client Services, LLC | 3,115 | $411.0K | 0.28% | +240+8.3% | Added |
| MinichMacGregor Wealth Management, LLC | 3,146 | $412.0K | 0.11% | −852−21.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,206 | $413.0K | 0.11% | −6−0.2% | Reduced |
| Carmel Capital Partners, LLC | 3,132 | $413.3K | 0.17% | +34+1.1% | Added |
| Barometer Capital Management Inc. | 3,200 | $413.5K | 0.11% | +3,200 | New |
| Five Oceans Advisors | 3,155 | $416.3K | 0.21% | +47+1.5% | Added |
| Invst, LLC | 3,208 | $420.2K | 0.05% | +1,042+48.1% | Added |
| Foster Group, Inc. | 3,196 | $421.7K | 0.02% | −172−5.1% | Reduced |
| United Advisor Group, LLC | 3,199 | $422.1K | 0.16% | +3,199 | New |
| Summitry LLC | 3,203 | $422.6K | 0.02% | +224+7.5% | Added |
| Semus Wealth Partners LLC | 3,204 | $422.7K | 0.36% | −363−10.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,207 | $423.0K | 0.05% | +3,207 | New |
| Osborne Partners Capital Management, LLC | 3,206 | $423.0K | 0.03% | −113−3.4% | Reduced |
| Waterford Advisors, LLC | 3,208 | $423.3K | 0.18% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,212 | $423.8K | 0.05% | −792−19.8% | Reduced |
| First National Bank Sioux Falls | 3,216 | $424.4K | 0.23% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,221 | $425.0K | 0.08% | −25,866−88.9% | Reduced |
| Armstrong Henry H Associates Inc | 3,223 | $425.3K | 0.04% | +192+6.3% | Added |
| Gibson Capital, LLC | 3,230 | $426.2K | 0.09% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 3,233 | $426.5K | 0.23% | +778+31.7% | Added |
| Piscataqua Savings Bank | 3,237 | $427.1K | 0.38% | −255−7.3% | Reduced |
| Smith Shellnut Wilson LLC | 3,239 | $427.4K | 0.23% | −200−5.8% | Reduced |
| Highlander Partners, L.P. | 3,300 | $427.6K | 0.30% | +3,300 | New |
| Traveka Wealth, LLC | 3,241 | $427.6K | 0.20% | +216+7.1% | Added |
| USA Financial Portformulas Corp | 3,259 | $430.0K | 0.07% | +2,879+757.6% | Added |
| Rice Partnership, LLC | 3,271 | $431.5K | 0.10% | +445+15.7% | Added |
| Perennial Advisors, LLC | 3,274 | $432.0K | 0.10% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,282 | $433.1K | 0.13% | +555+20.4% | Added |
| 49 Wealth Management, LLC | 3,309 | $433.4K | 0.09% | +699+26.8% | Added |
| Perritt Capital Management Inc | 3,288 | $433.9K | 0.23% | −333−9.2% | Reduced |
| Goepper Burkhardt LLC | 3,341 | $434.6K | 0.20% | −100−2.9% | Reduced |
| Talisman Wealth Advisors LLC | 3,296 | $435.0K | 0.55% | −57−1.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,306 | $436.2K | 0.27% | −29−0.9% | Reduced |
| Pasadena Private Wealth, LLC | 3,310 | $436.8K | 0.10% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,323 | $438.5K | 0.07% | −35−1.0% | Reduced |
| McCollum Christoferson Group LLC | 3,325 | $438.7K | 0.13% | 00.0% | Unchanged |
| Jacobsen Capital Management | 3,325 | $438.7K | 0.20% | +190+6.1% | Added |
| Gateway Wealth Partners, LLC | 3,329 | $439.3K | 0.16% | −154−4.4% | Reduced |
| Cohen & Steers, Inc. | 3,332 | $440.0K | 0.00% | +604+22.1% | Added |
| SkyOak Wealth, LLC | 3,336 | $440.1K | 0.11% | +103+3.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,338 | $440.4K | 0.11% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,339 | $440.6K | 0.05% | −155−4.4% | Reduced |
| Weaver Consulting Group | 3,342 | $440.9K | 0.16% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,356 | $442.8K | 0.15% | −393−10.5% | Reduced |
| Security National Bank of Sioux City Iowa | 3,369 | $444.5K | 0.31% | −75−2.2% | Reduced |
| Scholtz & Company, LLC | 3,372 | $444.9K | 0.20% | −2,755−45.0% | Reduced |
| WMG Financial Advisors, LLC | 3,373 | $445.1K | 0.25% | +3,373 | New |