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 |
|---|---|---|---|---|---|
| WS Portfolio Advisory, LLC | 50,195 | $6.62M | 1.17% | +50,195 | New |
| Generate Investment Management Ltd | 50,195 | $6.62M | 0.52% | +50,195 | New |
| HBK Sorce Advisory LLC | 50,195 | $6.62M | 0.23% | +938+1.9% | Added |
| 1832 Asset Management L.P. | 50,122 | $6.61M | 0.01% | −3,954−7.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 49,984 | $6.61M | 0.52% | −1,608−3.1% | Reduced |
| BLB&B Advisors, LLC | 50,077 | $6.61M | 0.37% | −1,393−2.7% | Reduced |
| Stablepoint Partners, LLC | 50,056 | $6.60M | 1.34% | +6,644+15.3% | Added |
| Private Trust Co NA | 49,894 | $6.58M | 0.71% | −405−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 49,845 | $6.58M | 1.03% | +6,448+14.9% | Added |
| Ameritas Advisory Services, LLC | 50,313 | $6.55M | 0.27% | +8,701+20.9% | Added |
| Wahed Invest LLC | 49,405 | $6.52M | 1.49% | +6,267+14.5% | Added |
| Voloridge Investment Management, LLC | 49,395 | $6.52M | 0.02% | −778,393−94.0% | Reduced |
| Wealthspire Advisors, LLC | 49,327 | $6.51M | 0.09% | −1,937−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 49,146 | $6.51M | 0.82% | −2,281−4.4% | Reduced |
| Ritholtz Wealth Management | 49,124 | $6.48M | 0.22% | +636+1.3% | Added |
| Profund Advisors LLC | 48,962 | $6.46M | 0.25% | −2,249−4.4% | Reduced |
| Value Partners Investments Inc. | 48,972 | $6.45M | 0.53% | −13,839−22.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 48,902 | $6.45M | 1.57% | −717−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 48,816 | $6.44M | 1.58% | +79+0.2% | Added |
| Wexford Capital LP | 48,802 | $6.44M | 1.32% | +10,562+27.6% | Added |
| Hendley & Co Inc | 48,635 | $6.42M | 2.29% | +525+1.1% | Added |
| Letson Investment Management, Inc. | 48,579 | $6.41M | 2.71% | +699+1.5% | Added |
| Buckingham Strategic Partners | 48,557 | $6.41M | 0.19% | +36,590+305.8% | Added |
| Vestmark Advisory Solutions, Inc. | 48,555 | $6.41M | 0.28% | +91+0.2% | Added |
| New Hampshire Trust | 48,475 | $6.40M | 1.50% | −950−1.9% | Reduced |
| GQG Partners LLC | 48,439 | $6.39M | 0.01% | +11,527+31.2% | Added |
| Baugh & Associates, LLC | 48,424 | $6.39M | 3.40% | +348+0.7% | Added |
| Veriti Management LLC | 48,399 | $6.39M | 0.47% | +7,445+18.2% | Added |
| Sound View Wealth Advisors Group, LLC | 48,378 | $6.38M | 0.68% | −2,911−5.7% | Reduced |
| Strategic Blueprint, LLC | 48,367 | $6.38M | 0.45% | −2,891−5.6% | Reduced |
| Martin Investment Management, LLC | 48,338 | $6.38M | 1.57% | +68+0.1% | Added |
| Integrated Advisors Network LLC | 48,337 | $6.38M | 0.33% | −140−0.3% | Reduced |
| Oak Grove Capital LLC | 48,317 | $6.38M | 1.79% | +964+2.0% | Added |
| Glassy Mountain Advisors, Inc. | 48,217 | $6.36M | 2.40% | −570−1.2% | Reduced |
| Excalibur Management Corp | 48,187 | $6.36M | 2.69% | −217−0.4% | Reduced |
| Tower Bridge Advisors | 48,157 | $6.35M | 0.65% | −499−1.0% | Reduced |
| Thomasville National Bank | 48,027 | $6.34M | 0.52% | −1,385−2.8% | Reduced |
| Albion Financial Group | 47,932 | $6.32M | 0.49% | −227−0.5% | Reduced |
| Perfromance Wealth Partners, LLC | 47,824 | $6.31M | 0.26% | +2,414+5.3% | Added |
| Foundations Investment Advisors, LLC | 47,794 | $6.31M | 0.17% | +814+1.7% | Added |
| Lifeworks Advisors, LLC | 47,779 | $6.30M | 1.77% | +4,604+10.7% | Added |
| Citizens National Bank Trust Department | 47,732 | $6.30M | 1.46% | +132+0.3% | Added |
| Shorepoint Capital Partners LLC | 47,705 | $6.29M | 1.54% | −1,497−3.0% | Reduced |
| Freemont Management S.A. | 47,700 | $6.29M | 0.97% | −14,700−23.6% | Reduced |
| Simplify Asset Management Inc. | 47,663 | $6.29M | 0.60% | +25,474+114.8% | Added |
| Abbrea Capital, LLC | 47,386 | $6.29M | 0.83% | +235+0.5% | Added |
| Legato Capital Management LLC | 47,574 | $6.28M | 0.76% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 47,525 | $6.27M | 4.02% | −49−0.1% | Reduced |
| Jackson Wealth Management, LLC | 47,493 | $6.27M | 0.78% | +1,620+3.5% | Added |
| Plato Investment Management Ltd | 47,356 | $6.25M | 0.65% | +40,734+615.1% | Added |
| Mirabaud & Cie SA | 47,355 | $6.25M | 2.21% | −4,869−9.3% | Reduced |
| Monte Financial Group, LLC | 47,353 | $6.25M | 2.74% | −48−0.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 47,325 | $6.24M | 5.13% | +87+0.2% | Added |
| Institutional & Family Asset Management, LLC | 47,201 | $6.23M | 1.00% | −6,840−12.7% | Reduced |
| Holderness Investments Co | 47,151 | $6.22M | 1.52% | −73−0.2% | Reduced |
| Legacy CG, LLC | 47,075 | $6.21M | 2.25% | +30.0% | Added |
| Philadelphia Trust Co | 47,029 | $6.21M | 0.50% | −564−1.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 47,012 | $6.20M | 1.73% | +216+0.5% | Added |
| Agf Management Ltd | 46,974 | $6.20M | 0.03% | −9,157−16.3% | Reduced |
| Chicago Trust Co NA | 46,959 | $6.20M | 1.28% | +1,489+3.3% | Added |
| Avitas Wealth Management LLC | 46,948 | $6.19M | 0.94% | +556+1.2% | Added |
| Pittenger & Anderson Inc | 46,757 | $6.17M | 0.25% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 47,736 | $6.17M | 1.21% | −5,900−11.0% | Reduced |
| DF Dent & Co Inc | 46,513 | $6.14M | 0.07% | +8,366+21.9% | Added |
| Plimoth Trust Co LLC | 46,465 | $6.13M | 1.63% | −978−2.1% | Reduced |
| Hilton Capital Management, LLC | 46,429 | $6.13M | 0.55% | −203−0.4% | Reduced |
| Rockline Wealth Management, LLC | 46,423 | $6.13M | 2.14% | +646+1.4% | Added |
| Montgomery Investment Management Inc | 46,323 | $6.11M | 2.33% | −9,109−16.4% | Reduced |
| Capital Group Private Client Services, Inc. | 46,158 | $6.09M | 0.06% | +13,499+41.3% | Added |
| Jarislowsky, Fraser Ltd | 46,097 | $6.08M | 0.03% | −150−0.3% | Reduced |
| Beach Investment Counsel Inc | 55,640 | $6.07M | 0.75% | 00.0% | Unchanged |
| Sandy Spring Bank | 45,672 | $6.03M | 0.27% | −888−1.9% | Reduced |
| Roundview Capital LLC | 45,624 | $6.02M | 0.49% | +816+1.8% | Added |
| Privium Fund Management B.V. | 45,497 | $6.00M | 1.60% | −42,481−48.3% | Reduced |
| Cypress Capital Group | 45,472 | $6.00M | 0.72% | −831−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 45,444 | $6.00M | 0.53% | +916+2.1% | Added |
| Rowland & Co Investment Counsel | 45,413 | $5.99M | 1.26% | +90+0.2% | Added |
| Connectus Wealth, LLC | 44,979 | $5.96M | 0.16% | −46,335−50.7% | Reduced |
| Finer Wealth Management, Inc. | 45,042 | $5.94M | 3.90% | +792+1.8% | Added |
| Founders Capital Management | 44,925 | $5.93M | 4.01% | −567−1.2% | Reduced |
| Foster & Motley Inc | 44,853 | $5.92M | 0.41% | −1,579−3.4% | Reduced |
| Lake Street Advisors Group, LLC | 44,478 | $5.90M | 0.28% | +661+1.5% | Added |
| Greylin Investment Mangement Inc | 44,700 | $5.90M | 0.95% | −160−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 44,694 | $5.90M | 0.07% | +44,694 | New |
| Sompo Asset Management Co., Ltd. | 44,645 | $5.89M | 0.96% | −7,805−14.9% | Reduced |
| Consolidated Planning Corp | 44,640 | $5.89M | 1.01% | +1,794+4.2% | Added |
| Dorsey & Whitney Trust CO LLC | 44,506 | $5.87M | 0.40% | −3,124−6.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,443 | $5.86M | 1.07% | −132−0.3% | Reduced |
| Hudson Value Partners, LLC | 44,436 | $5.86M | 2.49% | −53−0.1% | Reduced |
| Ancora Advisors, LLC | 44,395 | $5.86M | 0.13% | −1,392−3.0% | Reduced |
| Bridges Investment Management Inc | 44,355 | $5.85M | 0.18% | −2,408−5.1% | Reduced |
| Nations Financial Group Inc, | 44,328 | $5.85M | 0.49% | +592+1.4% | Added |
| Scott & Selber, Inc. | 44,328 | $5.85M | 1.99% | +78+0.2% | Added |
| Hallmark Capital Management Inc | 44,302 | $5.85M | 0.44% | −2,627−5.6% | Reduced |
| Chatham Capital Group, Inc. | 44,252 | $5.84M | 1.07% | −224−0.5% | Reduced |
| Manchester Capital Management LLC | 44,182 | $5.83M | 0.72% | +1,154+2.7% | Added |
| Hennessy Advisors Inc | 44,100 | $5.82M | 0.25% | −1,800−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 44,045 | $5.81M | 0.12% | 00.0% | Unchanged |
| Principal Securities, Inc. | 43,799 | $5.78M | 0.18% | +4,041+10.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 43,769 | $5.78M | 2.46% | +35+0.1% | Added |