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 |
|---|---|---|---|---|---|
| Greenline Partners, LLC | 3,379 | $445.9K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 3,380 | $445.9K | 0.32% | +2+0.1% | Added |
| Liberty Wealth Management LLC | 3,381 | $446.0K | 0.09% | −221−6.1% | Reduced |
| Dillon & Associates Inc | 3,376 | $446.0K | 0.07% | −75−2.2% | Reduced |
| Lockerman Financial Group, Inc. | 3,382 | $446.3K | 0.85% | +197+6.2% | Added |
| Sand Hill Global Advisors, LLC | 3,389 | $447.2K | 0.02% | +33+1.0% | Added |
| Cypress Wealth Services, LLC | 3,398 | $448.4K | 0.10% | +1,255+58.6% | Added |
| Eagle Wealth Strategies LLC | 3,424 | $448.5K | 0.36% | +8+0.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,402 | $448.9K | 0.11% | +400+13.3% | Added |
| One Charles Private Wealth Services, LLC | 3,405 | $449.3K | 0.20% | +266+8.5% | Added |
| Dempze Nancy E | 3,405 | $449.3K | 0.34% | −215−5.9% | Reduced |
| PAX Financial Group, LLC | 3,408 | $449.6K | 0.09% | +314+10.1% | Added |
| Prosperity Financial Group, Inc. | 3,410 | $449.9K | 0.28% | +168+5.2% | Added |
| Custom Index Systems, LLC | 3,410 | $449.9K | 0.26% | −675−16.5% | Reduced |
| Teza Capital Management LLC | 3,411 | $450.1K | 0.06% | −18,073−84.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,425 | $451.9K | 0.32% | +73+2.2% | Added |
| Almanack Investment Partners, LLC. | 3,429 | $452.5K | 0.08% | +239+7.5% | Added |
| Aviso Wealth Management | 3,438 | $453.6K | 0.29% | −137−3.8% | Reduced |
| McLean Asset Management Corp | 3,584 | $454.1K | 0.16% | −12−0.3% | Reduced |
| Laraway Financial Inc | 3,442 | $454.1K | 0.40% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,442 | $454.2K | 0.03% | −11,108−76.3% | Reduced |
| Sterling Wealth Management, Inc. | 3,444 | $454.4K | 0.23% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,445 | $455.0K | 0.31% | +3+0.1% | Added |
| Taurus Asset Management, LLC | 3,449 | $455.1K | 0.05% | +146+4.4% | Added |
| Trust Co of Oklahoma | 3,453 | $455.6K | 0.16% | −32−0.9% | Reduced |
| Instrumental Wealth, LLC | 3,614 | $455.7K | 0.20% | +279+8.4% | Added |
| Jackson Creek Investment Advisors LLC | 3,456 | $456.0K | 0.16% | −25−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 3,456 | $456.0K | 0.04% | +7+0.2% | Added |
| Hanlon Investment Management, Inc. | 3,459 | $456.4K | 0.14% | +271+8.5% | Added |
| Verum Partners LLC | 3,464 | $457.0K | 0.16% | +416+13.6% | Added |
| Amarillo National Bank | 3,485 | $459.8K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,487 | $460.0K | 0.05% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,493 | $460.9K | 0.12% | +3,493 | New |
| Titleist Asset Management, LLC | 3,494 | $461.1K | 0.08% | +522+17.6% | Added |
| Montz Harcus Wealth Management LLC | 3,495 | $461.1K | 0.31% | −169−4.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,500 | $461.8K | 0.03% | −2,421−40.9% | Reduced |
| Santori & Peters | 3,500 | $461.9K | 0.20% | +26+0.7% | Added |
| Cairn Investment Group, Inc. | 3,500 | $462.0K | 0.27% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,509 | $463.0K | 0.10% | +15+0.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,513 | $463.6K | 0.00% | −293−7.7% | Reduced |
| Jag Capital Management, LLC | 3,516 | $463.9K | 0.07% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 3,517 | $464.1K | 0.29% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,498 | $464.3K | 0.22% | +45+1.3% | Added |
| Marks Group Wealth Management, Inc | 3,524 | $465.0K | 0.05% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 3,527 | $465.4K | 0.26% | +407+13.0% | Added |
| Emergent Wealth Advisors, LLC | 3,530 | $465.8K | 0.40% | −38−1.1% | Reduced |
| Hollow Brook Wealth Management LLC | 3,530 | $465.8K | 0.17% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 3,540 | $467.1K | 0.33% | −199−5.3% | Reduced |
| Delap Wealth Advisory, LLC | 3,547 | $468.0K | 0.19% | +3,547 | New |
| Keating Investment Counselors Inc | 3,553 | $468.8K | 0.15% | −1,642−31.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,553 | $468.8K | 0.05% | +22+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,556 | $469.2K | 0.36% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,567 | $470.7K | 0.05% | +454+14.6% | Added |
| Legacy Advisory Services, LLC | 3,568 | $470.8K | 0.45% | −60−1.7% | Reduced |
| Pennsylvania Capital Management Inc | 3,568 | $470.8K | 0.19% | +404+12.8% | Added |
| Birchcreek Wealth Management, LLC | 3,570 | $471.0K | 0.25% | +95+2.7% | Added |
| Mittelman Wealth Management | 3,572 | $471.3K | 0.32% | +3,572 | New |
| Warwick Investment Management, Inc. | 3,573 | $471.4K | 0.11% | +811+29.4% | Added |
| Verity & Verity, LLC | 3,577 | $472.0K | 0.05% | −30−0.8% | Reduced |
| Financial Management Professionals, Inc. | 3,578 | $472.0K | 0.07% | −116−3.1% | Reduced |
| Northwest Financial Advisors | 3,579 | $472.2K | 0.52% | −62−1.7% | Reduced |
| Joule Financial, LLC | 3,570 | $473.8K | 0.20% | +314+9.6% | Added |
| Bank of Stockton | 3,592 | $474.0K | 0.15% | +42+1.2% | Added |
| First Personal Financial Services | 3,593 | $474.1K | 0.11% | −221−5.8% | Reduced |
| Fogel Capital Management, Inc. | 3,719 | $474.2K | 0.28% | +401+12.1% | Added |
| Tradition Wealth Management, LLC | 3,597 | $474.6K | 0.05% | +7+0.2% | Added |
| PFC Capital Group, Inc. | 3,605 | $475.0K | 0.26% | −41−1.1% | Reduced |
| AdvisorShares Investments LLC | 3,600 | $475.0K | 0.08% | +3,600 | New |
| Alexander Labrunerie & Co., Inc. | 3,605 | $475.7K | 0.27% | +3,605 | New |
| American Trust Investment Advisors, LLC | 3,608 | $476.1K | 0.23% | −183−4.8% | Reduced |
| Arcataur Capital Management LLC | 3,611 | $476.5K | 0.17% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 3,612 | $476.6K | 0.46% | +24+0.7% | Added |
| Somerset Group LLC | 3,613 | $476.7K | 0.45% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,615 | $477.0K | 0.08% | −76−2.1% | Reduced |
| Manchester Financial Inc | 3,620 | $477.7K | 0.12% | +198+5.8% | Added |
| Centurion Wealth Management LLC | 3,623 | $478.1K | 0.19% | −164−4.3% | Reduced |
| West Bancorporation Inc | 3,625 | $478.3K | 0.31% | +14+0.4% | Added |
| PFS Partners, LLC | 3,632 | $479.2K | 0.32% | +17+0.5% | Added |
| Signal Advisors Wealth, LLC | 3,635 | $479.6K | 0.12% | +980+36.9% | Added |
| Bluesphere Advisors, LLC | 3,637 | $479.9K | 0.27% | +2+0.1% | Added |
| Ballast, Inc. | 3,637 | $479.9K | 0.15% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,641 | $480.4K | 2.60% | +45+1.3% | Added |
| CBOE Vest Financial, LLC | 3,646 | $481.1K | 0.01% | +3,646 | New |
| Northwest Quadrant Wealth Management, LLC | 3,647 | $481.3K | 0.12% | +11+0.3% | Added |
| One + One Wealth Management, LLC | 3,655 | $482.3K | 0.28% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,656 | $482.5K | 0.08% | +13+0.4% | Added |
| Ironwood Investment Management LLC | 3,671 | $484.4K | 0.24% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,657 | $485.3K | 0.25% | −20−0.5% | Reduced |
| Stanley-Laman Group, Ltd. | 3,678 | $485.3K | 0.07% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,658 | $485.4K | 0.17% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 3,741 | $486.5K | 0.33% | +10.0% | Added |
| MBE Wealth Management, LLC | 3,692 | $487.2K | 0.30% | −500−11.9% | Reduced |
| Schrum Private Wealth Management LLC | 3,695 | $487.6K | 0.44% | +1,785+93.5% | Added |
| Palumbo Wealth Management LLC | 3,703 | $488.7K | 0.22% | −238−6.0% | Reduced |
| Aspen Grove Capital, LLC | 3,689 | $489.6K | 0.14% | +700+23.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $490.3K | 0.16% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 3,720 | $490.9K | 0.02% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 3,731 | $492.3K | 0.22% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,731 | $492.4K | 0.06% | −37−1.0% | Reduced |
| Financial Strategies Group, Inc. | 3,891 | $493.0K | 0.13% | −158−3.9% | Reduced |