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
- 3,546
- +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
- 1,416 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 61,372 | $8.10M | 0.64% | +7,482+13.9% | Added |
| Twin Capital Management Inc | 61,308 | $8.09M | 1.00% | +8,640+16.4% | Added |
| Ardsley Advisory Partners LP | 61,000 | $8.05M | 1.16% | +61,000 | New |
| Chesley Taft & Associates LLC | 60,822 | $8.03M | 0.41% | +6,235+11.4% | Added |
| Shell Asset Management Co | 64,777 | $8.02M | 0.37% | −542−0.8% | Reduced |
| Capital Analysts, LLC | 60,603 | $8.00M | 0.37% | −2,794−4.4% | Reduced |
| Argyle Capital Management Inc. | 60,408 | $7.97M | 3.08% | −2,102−3.4% | Reduced |
| Hedeker Wealth, LLC | 60,379 | $7.97M | 2.29% | +150+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 60,346 | $7.96M | 1.09% | −921−1.5% | Reduced |
| Harrell Investment Partners, LLC | 60,274 | $7.95M | 2.36% | +503+0.8% | Added |
| Cornerstone Wealth Group, LLC | 60,152 | $7.94M | 0.73% | +16,699+38.4% | Added |
| MainStreet Investment Advisors LLC | 60,150 | $7.94M | 0.95% | −960−1.6% | Reduced |
| NewSquare Capital LLC | 61,379 | $7.94M | 0.70% | −29,565−32.5% | Reduced |
| Covenant Asset Management, LLC | 59,934 | $7.91M | 1.92% | −956−1.6% | Reduced |
| Silicon Valley Capital Partners | 59,902 | $7.90M | 1.18% | +9,652+19.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 59,879 | $7.90M | 3.24% | −648−1.1% | Reduced |
| Optimas Capital Ltd | 59,865 | $7.90M | 6.91% | +37,165+163.7% | Added |
| North Star Investment Management Corp. | 59,701 | $7.88M | 0.56% | +488+0.8% | Added |
| Northeast Investment Management | 59,601 | $7.86M | 0.39% | +2,996+5.3% | Added |
| Keebeck Wealth Management, LLC | 59,170 | $7.85M | 1.16% | −830−1.4% | Reduced |
| Azzad Asset Management Inc | 59,384 | $7.84M | 0.91% | +1,070+1.8% | Added |
| Horizon Investments, LLC | 58,879 | $7.77M | 0.20% | +2,494+4.4% | Added |
| Brick & Kyle, Associates | 59,622 | $7.75M | 3.43% | −627−1.0% | Reduced |
| Alberta Investment Management Corp | 58,600 | $7.73M | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58,535 | $7.72M | 0.21% | +4,896+9.1% | Added |
| Cary Street Partners Asset Management LLC | 58,390 | $7.70M | 1.19% | −1,655−2.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 58,377 | $7.70M | 4.93% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 58,167 | $7.68M | 0.39% | −543−0.9% | Reduced |
| Addenda Capital Inc. | 57,745 | $7.66M | 0.29% | −162−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 57,962 | $7.65M | 3.56% | −2,451−4.1% | Reduced |
| Leavell Investment Management, Inc. | 57,579 | $7.64M | 0.44% | +11,844+25.9% | Added |
| Searle & Co. | 57,874 | $7.64M | 1.95% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 57,645 | $7.61M | 0.70% | −4,202−6.8% | Reduced |
| Moneta Group Investment Advisors LLC | 57,599 | $7.60M | 0.12% | +2,751+5.0% | Added |
| Brown Shipley& Co Ltd | 57,720 | $7.56M | 2.38% | +16,749+40.9% | Added |
| LS Investment Advisors, LLC | 57,113 | $7.54M | 1.20% | +6,863+13.7% | Added |
| Nomura Holdings Inc | 57,087 | $7.53M | 0.06% | −1,210−2.1% | Reduced |
| Mairs & Power Inc | 57,017 | $7.52M | 0.07% | −4,967−8.0% | Reduced |
| Patton Albertson Miller Group, LLC | 56,851 | $7.50M | 1.12% | +3,819+7.2% | Added |
| ZWJ Investment Counsel Inc | 56,608 | $7.47M | 0.34% | +737+1.3% | Added |
| Central Bank & Trust Co | 56,516 | $7.46M | 1.06% | −3,376−5.6% | Reduced |
| J. W. Coons Advisors, LLC | 56,315 | $7.43M | 1.68% | −482−0.8% | Reduced |
| Prosperity Consulting Group, LLC | 56,289 | $7.43M | 0.93% | +39,412+233.5% | Added |
| Guyasuta Investment Advisors Inc | 68,075 | $7.42M | 0.54% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 56,119 | $7.40M | 0.18% | −316,145−84.9% | Reduced |
| Sentry LLC | 56,074 | $7.40M | 1.39% | −901−1.6% | Reduced |
| Marex Group plc | 56,067 | $7.40M | 0.24% | −69,425−55.3% | Reduced |
| Chilton Investment Co LLC | 56,034 | $7.39M | 0.20% | −51,080−47.7% | Reduced |
| Thematics Asset Management | 55,915 | $7.38M | 0.31% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 58,323 | $7.33M | 2.10% | +1,649+2.9% | Added |
| China Universal Asset Management Co., Ltd. | 55,281 | $7.33M | 0.93% | +5,088+10.1% | Added |
| Commonwealth Retirement Investments LLC | 55,489 | $7.32M | 3.50% | −3,326−5.7% | Reduced |
| Signaturefd, LLC | 55,316 | $7.30M | 0.15% | +2,478+4.7% | Added |
| Resources Investment Advisors, LLC. | 55,294 | $7.30M | 0.11% | −3,092−5.3% | Reduced |
| Asset Dedication, LLC | 54,696 | $7.25M | 0.54% | +758+1.4% | Added |
| American National Bank & Trust Co | 54,867 | $7.24M | 1.71% | +54,867 | New |
| HAP Trading, LLC | 54,701 | $7.22M | 2.24% | +34,205+166.9% | Added |
| BKD Wealth Advisors, LLC | 54,688 | $7.22M | 0.18% | −3,447−5.9% | Reduced |
| Modera Wealth Management, LLC | 54,596 | $7.20M | 0.11% | +225+0.4% | Added |
| Tectonic Advisors LLC | 54,537 | $7.20M | 0.55% | +1,243+2.3% | Added |
| Sienna Gestion | 54,528 | $7.19M | 0.66% | +54,528 | New |
| Equitable Trust Co | 54,305 | $7.17M | 0.50% | −2,483−4.4% | Reduced |
| Venture Visionary Partners LLC | 54,212 | $7.15M | 0.34% | +1,892+3.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 54,060 | $7.13M | 0.77% | −493−0.9% | Reduced |
| Codex Capital, L.L.C. | 54,000 | $7.13M | 3.47% | +14,750+37.6% | Added |
| Biltmore Family Office, LLC | 53,623 | $7.12M | 1.40% | 00.0% | Unchanged |
| Fragasso Group Inc. | 53,803 | $7.10M | 0.60% | −1,330−2.4% | Reduced |
| SevenBridge Financial Group, LLC | 55,638 | $7.09M | 1.61% | −2,030−3.5% | Reduced |
| Verdence Capital Advisors LLC | 53,728 | $7.09M | 0.65% | +120.0% | Added |
| Royal Fund Management, LLC | 53,706 | $7.09M | 0.82% | −4,859−8.3% | Reduced |
| Hanson & Doremus Investment Management | 53,667 | $7.08M | 1.22% | +236+0.4% | Added |
| Eagle Rock Investment Company, LLC | 53,636 | $7.08M | 1.31% | −1,036−1.9% | Reduced |
| Sunbelt Securities, Inc. | 53,495 | $7.06M | 0.79% | +200+0.4% | Added |
| Ashford Capital Management Inc | 53,215 | $7.02M | 0.95% | +4,950+10.3% | Added |
| Spire Wealth Management | 53,195 | $7.02M | 0.19% | +430+0.8% | Added |
| Marietta Wealth Management, LLC | 53,111 | $7.01M | 1.16% | −488−0.9% | Reduced |
| Caldwell Trust Co | 52,928 | $6.98M | 0.81% | −588−1.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 52,802 | $6.97M | 1.86% | −64−0.1% | Reduced |
| V-Square Quantitative Management LLC | 52,745 | $6.96M | 1.16% | +10,614+25.2% | Added |
| BancorpSouth Bank | 52,315 | $6.90M | 0.50% | +363+0.7% | Added |
| Jackson Square Capital, LLC | 52,244 | $6.89M | 1.77% | +15,615+42.6% | Added |
| J.W. Cole Advisors, Inc. | 52,253 | $6.89M | 0.35% | +748+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 52,163 | $6.88M | 0.65% | −1,852−3.4% | Reduced |
| RSM US Wealth Management LLC | 52,001 | $6.86M | 0.18% | −104−0.2% | Reduced |
| Inlet Private Wealth, LLC | 51,788 | $6.83M | 1.91% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 51,650 | $6.82M | 0.22% | +4,713+10.0% | Added |
| tru Independence LLC | 51,610 | $6.81M | 2.01% | −1,249−2.4% | Reduced |
| Meridian Wealth Advisors, LLC | 51,598 | $6.81M | 1.28% | +2,510+5.1% | Added |
| Wendell David Associates Inc | 51,549 | $6.80M | 0.69% | −143−0.3% | Reduced |
| Boston Family Office LLC | 51,507 | $6.80M | 0.49% | −58−0.1% | Reduced |
| Ascent Group, LLC | 51,422 | $6.79M | 0.60% | +14,974+41.1% | Added |
| CAPROCK Group, Inc. | 51,043 | $6.77M | 0.39% | +2,398+4.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 51,201 | $6.76M | 0.26% | −10,930−17.6% | Reduced |
| Howland Capital Management LLC | 50,621 | $6.72M | 0.32% | −575−1.1% | Reduced |
| First Citizens Bank & Trust Co | 50,730 | $6.69M | 0.13% | +31,826+168.4% | Added |
| Merit Financial Group, LLC | 52,450 | $6.69M | 0.16% | +14,860+39.5% | Added |
| Hilltop Holdings Inc. | 50,626 | $6.68M | 0.74% | +7,759+18.1% | Added |
| Jackson Hole Capital Partners, LLC | 50,589 | $6.68M | 1.53% | +951+1.9% | Added |
| Allworth Financial LP | 50,588 | $6.68M | 0.05% | +3,704+7.9% | Added |
| Capital Investment Counsel, LLC | 50,508 | $6.66M | 1.43% | +21,347+73.2% | Added |