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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 3,770 | $493.8K | 0.47% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,747 | $494.4K | 0.22% | +3,747 | New |
| AllSquare Wealth Management LLC | 3,749 | $494.7K | 0.29% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,781 | $498.9K | 0.07% | −81−2.1% | Reduced |
| Grandview Asset Management LLC | 3,790 | $500.0K | 0.23% | +50+1.3% | Added |
| Silvia McColl Wealth Management, LLC | 3,945 | $500.0K | 0.43% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,800 | $501.0K | 0.48% | −80−2.1% | Reduced |
| Kozak & Associates, Inc. | 3,836 | $502.0K | 0.13% | +23+0.6% | Added |
| McBroom & Associates, LLC | 3,805 | $502.1K | 0.33% | +1,034+37.3% | Added |
| Consolidated Portfolio Review Corp | 3,815 | $503.4K | 0.13% | −40−1.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,824 | $504.6K | 0.21% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,802 | $504.6K | 0.19% | −176−4.4% | Reduced |
| ETF Store, Inc. | 3,827 | $505.0K | 0.29% | +67+1.8% | Added |
| Affinity Capital Advisors, LLC | 3,830 | $505.4K | 0.11% | −165−4.1% | Reduced |
| Paragon Financial Partners, Inc. | 3,833 | $505.8K | 0.42% | +10.0% | Added |
| Wambolt & Associates, LLC | 3,862 | $505.9K | 0.15% | −1,472−27.6% | Reduced |
| Financial Partners Group, Inc | 3,857 | $508.9K | 0.08% | +426+12.4% | Added |
| Second Line Capital, LLC | 3,862 | $512.4K | 0.17% | +1,342+53.3% | Added |
| Goldstone Financial Group, LLC | 3,907 | $515.5K | 0.12% | +316+8.8% | Added |
| Bruce G. Allen Investments, LLC | 3,924 | $517.8K | 0.43% | +37+1.0% | Added |
| Powell Investment Advisors, LLC | 3,950 | $524.2K | 0.28% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,977 | $524.8K | 0.01% | −3,539−47.1% | Reduced |
| Clearview Wealth Advisors LLC | 3,983 | $525.5K | 0.54% | −116−2.8% | Reduced |
| Wealth Quarterback LLC | 3,988 | $526.3K | 0.29% | −621−13.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,991 | $526.6K | 0.12% | +3,991 | New |
| MeadowBrook Investment Advisors LLC | 4,000 | $527.8K | 0.49% | −200−4.8% | Reduced |
| Legal Advantage Investments, Inc. | 4,000 | $527.8K | 0.30% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,012 | $529.3K | 0.13% | +180+4.7% | Added |
| Colonial Trust Advisors | 4,030 | $531.7K | 0.05% | −260−6.1% | Reduced |
| McDaniel Terry & Co | 4,043 | $533.0K | 0.05% | +178+4.6% | Added |
| Oak Asset Management, LLC | 4,045 | $533.7K | 0.20% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 4,046 | $533.9K | 0.39% | −184−4.3% | Reduced |
| Caitlin John, LLC | 4,058 | $535.5K | 0.41% | +80+2.0% | Added |
| Kinloch Capital, LLC | 4,079 | $538.2K | 0.28% | +1,846+82.7% | Added |
| Capital Investment Counsel, Inc | 4,081 | $538.5K | 0.09% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,082 | $538.6K | 0.19% | +37+0.9% | Added |
| Tarbox Family Office, Inc. | 4,083 | $538.8K | 0.09% | +1,180+40.6% | Added |
| Cannon Financial Strategists, Inc. | 4,085 | $539.0K | 0.11% | +380+10.3% | Added |
| Hoxton Planning & Management, LLC | 4,094 | $540.2K | 0.26% | +157+4.0% | Added |
| Planned Solutions, Inc. | 4,097 | $540.6K | 0.27% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4,097 | $540.7K | 0.26% | +165+4.2% | Added |
| CMG Global Holdings, LLC | 4,099 | $540.9K | 0.37% | −20−0.5% | Reduced |
| JSF Financial, LLC | 4,104 | $541.5K | 0.17% | +4+0.1% | Added |
| Fortress Wealth Group, LLC | 4,159 | $541.6K | 0.29% | +318+8.3% | Added |
| Penbrook Management LLC | 4,106 | $541.8K | 0.34% | +500+13.9% | Added |
| BKM Wealth Management, LLC | 4,119 | $543.5K | 0.23% | +915+28.6% | Added |
| Dumont & Blake Investment Advisors LLC | 4,132 | $545.2K | 0.16% | +185+4.7% | Added |
| American Institute for Advanced Investment Management, LLP | 4,135 | $545.6K | 0.43% | −25−0.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,151 | $547.0K | 0.33% | +140+3.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,146 | $547.1K | 0.35% | −85−2.0% | Reduced |
| Norwood Financial Corp | 4,159 | $548.8K | 0.79% | +200+5.1% | Added |
| UMA Financial Services, Inc. | 4,395 | $549.7K | 0.12% | +5+0.1% | Added |
| Firestone Capital Management | 4,166 | $549.7K | 0.15% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,168 | $550.0K | 0.33% | +10.0% | Added |
| Advisory Alpha, LLC | 4,168 | $550.0K | 0.02% | −764−15.5% | Reduced |
| Riverstone Advisors, LLC | 4,169 | $550.1K | 0.33% | −60−1.4% | Reduced |
| Morris Retirement Advisors, LLC | 4,175 | $550.9K | 0.33% | −538−11.4% | Reduced |
| Tilson Financial Group, Inc. | 4,184 | $552.0K | 0.30% | −5−0.1% | Reduced |
| Benin Management CORP | 4,201 | $554.3K | 0.18% | +200+5.0% | Added |
| Aberdeen Wealth Management LLC | 4,205 | $554.8K | 0.32% | +2,273+117.7% | Added |
| Latitude Advisors, LLC | 4,207 | $555.1K | 0.35% | −1,246−22.8% | Reduced |
| Ategra Capital Management, LLC | 4,222 | $557.1K | 0.26% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 4,225 | $557.5K | 0.73% | −945−18.3% | Reduced |
| Embree Financial Group | 4,228 | $557.9K | 0.11% | −294−6.5% | Reduced |
| Aire Advisors, LLC | 4,223 | $558.1K | 0.13% | +147+3.6% | Added |
| Atticus Wealth Management, LLC | 4,237 | $559.1K | 0.18% | −561−11.7% | Reduced |
| Greatmark Investment Partners, Inc. | 4,238 | $559.2K | 0.08% | +125+3.0% | Added |
| Palogic Value Management, L.P. | 4,250 | $560.8K | 0.24% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,255 | $561.4K | 0.04% | −46−1.1% | Reduced |
| Peachtree Investment Partners, LLC | 4,256 | $561.5K | 0.23% | +266+6.7% | Added |
| Breed's Hill Capital LLC | 4,263 | $562.5K | 0.52% | −282−6.2% | Reduced |
| Liberty Capital Management, Inc. | 4,291 | $566.2K | 0.14% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,303 | $567.8K | 0.09% | +53+1.2% | Added |
| Cipher Capital LP | 4,313 | $569.1K | 0.26% | +1,366+46.4% | Added |
| Range Financial Group LLC | 4,318 | $569.8K | 0.30% | −897−17.2% | Reduced |
| HHM Wealth Advisors, LLC | 4,318 | $569.8K | 0.09% | −3,730−46.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,337 | $572.3K | 0.19% | −236−5.2% | Reduced |
| Howard Wealth Management, LLC | 4,338 | $572.4K | 0.47% | +65+1.5% | Added |
| Clare Market Investments LLC | 4,340 | $572.6K | 0.18% | −128−2.9% | Reduced |
| Archetype Wealth Partners | 4,340 | $573.0K | 0.10% | −507−10.5% | Reduced |
| Modern Wealth Management, LLC | 4,342 | $573.0K | 0.05% | +379+9.6% | Added |
| BIP Wealth, LLC | 4,352 | $574.3K | 0.04% | +273+6.7% | Added |
| Berkeley Capital Partners, LLC | 4,355 | $574.6K | 0.18% | −11,811−73.1% | Reduced |
| Morris Financial Concepts, Inc. | 4,358 | $575.0K | 0.29% | −110−2.5% | Reduced |
| Next Capital Management LLC | 4,358 | $575.0K | 0.23% | +770+21.5% | Added |
| Florida Financial Advisors, LLC | 4,365 | $575.9K | 0.42% | −302−6.5% | Reduced |
| First National Bank | 4,366 | $576.1K | 0.44% | +105+2.5% | Added |
| Benchmark Investment Advisors LLC | 4,369 | $576.5K | 0.45% | +831+23.5% | Added |
| Opal Wealth Advisors, LLC | 4,388 | $579.0K | 0.20% | −898−17.0% | Reduced |
| Michael S. Ryan, Inc. | 4,390 | $579.3K | 0.46% | −163−3.6% | Reduced |
| Regatta Capital Group, LLC | 4,393 | $579.6K | 0.13% | −5−0.1% | Reduced |
| Capital Market Strategies LLC | 4,395 | $580.0K | 0.44% | +20.0% | Added |
| Premier Fund Managers Ltd | 4,400 | $580.0K | 0.02% | −900−17.0% | Reduced |
| X-Square Capital, LLC | 4,488 | $580.0K | 0.28% | +3+0.1% | Added |
| Park Edge Advisors, LLC | 4,404 | $581.1K | 0.16% | −7,630−63.4% | Reduced |
| New Republic Capital, LLC | 4,384 | $581.7K | 0.37% | −365−7.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,410 | $582.0K | 0.27% | +75+1.7% | Added |
| Balboa Wealth Partners | 4,420 | $583.2K | 0.19% | +636+16.8% | Added |
| Sendero Wealth Management, LLC | 4,422 | $583.5K | 0.10% | +533+13.7% | Added |
| Gould Asset Management LLC | 4,423 | $583.6K | 0.14% | −55−1.2% | Reduced |