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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 464,198 | $61.3M | 0.74% | +134,522+40.8% | Added |
| Trillium Asset Management, LLC | 462,476 | $61.0M | 1.55% | −3,075−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 461,948 | $61.0M | 1.24% | −1,157−0.2% | Reduced |
| Nicholas Company, Inc. | 460,842 | $60.8M | 1.00% | +25,260+5.8% | Added |
| Degroof Petercam Asset Management | 460,600 | $60.8M | 0.73% | +44,500+10.7% | Added |
| Harvest Portfolios Group Inc. | 459,937 | $60.7M | 2.37% | −49,989−9.8% | Reduced |
| Martingale Asset Management L P | 458,256 | $60.5M | 1.21% | −45,621−9.1% | Reduced |
| Compass Capital Management, Inc | 454,099 | $59.9M | 3.87% | +5,992+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 453,578 | $59.8M | 4.72% | −887−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 452,485 | $59.7M | 2.91% | −11,911−2.6% | Reduced |
| Guggenheim Capital LLC | 450,233 | $59.4M | 0.42% | −112,727−20.0% | Reduced |
| Czech National Bank | 445,882 | $58.8M | 0.76% | +1,989+0.4% | Added |
| Utah Retirement Systems | 440,910 | $58.2M | 0.68% | +1000.0% | Added |
| Samlyn Capital, LLC | 440,694 | $58.1M | 1.01% | −105,907−19.4% | Reduced |
| Squarepoint Ops LLC | 438,950 | $57.9M | 0.24% | −956,761−68.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 434,570 | $57.3M | 0.22% | −16,732−3.7% | Reduced |
| Manning & Napier Group, LLC | 433,356 | $57.2M | 0.65% | −44,452−9.3% | Reduced |
| Bradley Foster & Sargent Inc | 430,541 | $56.8M | 1.03% | −11,421−2.6% | Reduced |
| State of Alaska, Department of Revenue | 429,132 | $56.6M | 0.64% | −35,975−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 426,967 | $56.3M | 1.16% | +22,151+5.5% | Added |
| Laurion Capital Management LP | 413,847 | $54.6M | 1.52% | +193,457+87.8% | Added |
| Perpetual Ltd | 413,638 | $54.6M | 0.53% | +12,834+3.2% | Added |
| Systematic Alpha Investments, LLC | 410,682 | $54.2M | 2.17% | 00.0% | Unchanged |
| Fiduciary Trust Co | 409,500 | $54.0M | 0.83% | +2,742+0.7% | Added |
| Cresset Asset Management, LLC | 406,725 | $54.0M | 0.26% | +40,134+10.9% | Added |
| Rockland Trust Co | 407,665 | $53.8M | 2.83% | −814−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 421,819 | $53.5M | 0.53% | −5,271−1.2% | Reduced |
| Tiaa Trust, National Association | 403,259 | $53.2M | 0.16% | −4,358−1.1% | Reduced |
| Xponance, Inc. | 402,198 | $53.1M | 0.56% | −10,358−2.5% | Reduced |
| S&CO Inc | 399,532 | $52.7M | 3.71% | 00.0% | Unchanged |
| Sabal Trust CO | 398,758 | $52.6M | 3.06% | −8,900−2.2% | Reduced |
| Marathon Asset Mgmt Ltd | 395,782 | $52.5M | 1.40% | −26,211−6.2% | Reduced |
| Twin Tree Management, LP | 395,696 | $52.2M | 1.18% | +80,575+25.6% | Added |
| Miller Howard Investments Inc | 391,148 | $51.6M | 1.69% | −6,330−1.6% | Reduced |
| AE Wealth Management LLC | 388,266 | $51.2M | 0.58% | −189,530−32.8% | Reduced |
| New York Life Investment Management LLC | 387,944 | $51.2M | 0.51% | −13,319−3.3% | Reduced |
| Swiss Life Asset Management Ltd | 386,684 | $51.0M | 0.71% | −121,368−23.9% | Reduced |
| Artia Global Partners LP | 379,200 | $50.0M | 12.27% | +50,000+15.2% | Added |
| Azimuth Capital Investment Management LLC | 376,099 | $49.6M | 2.05% | +1,087+0.3% | Added |
| Vaughan David Investments LLC | 374,155 | $49.4M | 1.23% | +1,829+0.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 374,082 | $49.4M | 1.15% | 00.0% | Unchanged |
| Welch & Forbes LLC | 373,632 | $49.3M | 0.68% | −7,214−1.9% | Reduced |
| M&G Plc | 370,610 | $48.9M | 0.29% | +370,610 | New |
| TownSquare Capital, LLC | 366,294 | $48.3M | 0.71% | +3,490+1.0% | Added |
| ExodusPoint Capital Management, LP | 363,624 | $48.0M | 0.59% | +209,969+136.6% | Added |
| Moran Wealth Management, LLC | 354,676 | $46.8M | 1.52% | −53,248−13.1% | Reduced |
| Meyer Handelman Co | 353,445 | $46.6M | 1.64% | +35,620+11.2% | Added |
| Wesbanco Bank Inc | 352,473 | $46.5M | 1.76% | +113,178+47.3% | Added |
| Daiwa Securities Group Inc. | 351,376 | $46.4M | 0.26% | +30,387+9.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 347,130 | $45.8M | 0.83% | +12,964+3.9% | Added |
| Private Wealth Partners, LLC | 342,046 | $45.1M | 3.61% | −5,974−1.7% | Reduced |
| FIL Ltd | 340,216 | $44.9M | 0.04% | +6,980+2.1% | Added |
| CIBC World Markets Corp | 339,348 | $44.8M | 0.29% | −201,803−37.3% | Reduced |
| Glenview Trust Co | 338,372 | $44.6M | 0.96% | +16,549+5.1% | Added |
| Cambridge Trust Co | 338,060 | $44.6M | 1.69% | +102,342+43.4% | Added |
| J. Goldman & Co LP | 335,839 | $44.3M | 2.00% | +163,811+95.2% | Added |
| Smith Chas P & Associates Pa Cpas | 335,120 | $44.2M | 2.67% | +1,377+0.4% | Added |
| Mutual of America Capital Management LLC | 331,879 | $43.8M | 0.47% | −6,810−2.0% | Reduced |
| Berkshire Asset Management LLC | 329,471 | $43.5M | 2.30% | −1,655−0.5% | Reduced |
| Becker Capital Management Inc | 326,808 | $43.4M | 1.49% | −9,745−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 327,656 | $43.2M | 0.63% | −77,096−19.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 327,504 | $43.2M | 0.64% | −4,646−1.4% | Reduced |
| Spears Abacus Advisors LLC | 326,740 | $43.1M | 0.89% | +313,375+2,344.7% | Added |
| E. Ohman J:or Asset Management AB | 325,182 | $42.9M | 1.09% | +2,288+0.7% | Added |
| Private Advisor Group, LLC | 323,359 | $42.7M | 0.31% | +382+0.1% | Added |
| WestEnd Advisors, LLC | 322,673 | $42.6M | 1.10% | −2,860−0.9% | Reduced |
| Flputnam Investment Management Co | 319,255 | $42.1M | 0.90% | +14,162+4.6% | Added |
| Davis R M Inc | 318,476 | $42.0M | 0.88% | −1,254−0.4% | Reduced |
| Raymond James Trust N.A. | 317,969 | $42.0M | 1.02% | −967−0.3% | Reduced |
| Huntington National Bank | 317,675 | $41.9M | 0.34% | −4,003−1.2% | Reduced |
| Capital Investment Advisors, LLC | 316,179 | $41.7M | 0.97% | +760+0.2% | Added |
| CORDA Investment Management, LLC. | 315,671 | $41.7M | 3.31% | −12,174−3.7% | Reduced |
| AIA Group Ltd | 314,423 | $41.5M | 1.35% | −46,042−12.8% | Reduced |
| Zimmer Partners, LP | 312,275 | $41.2M | 0.90% | +142,275+83.7% | Added |
| Bellevue Group AG | 310,851 | $41.0M | 0.63% | +20,645+7.1% | Added |
| Vestcor Inc | 310,218 | $40.9M | 1.40% | +17,820+6.1% | Added |
| Yousif Capital Management, LLC | 310,095 | $40.9M | 0.45% | −7,371−2.3% | Reduced |
| BNP Paribas | 314,573 | $40.9M | 1.91% | +314,573 | New |
| Van Eck Associates Corp | 308,414 | $40.7M | 0.06% | +75,291+32.3% | Added |
| Advisors Asset Management, Inc. | 308,317 | $40.7M | 0.78% | −28,562−8.5% | Reduced |
| Waters Parkerson & Co., LLC | 308,275 | $40.7M | 2.09% | −12,883−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 305,879 | $40.4M | 0.27% | −31,939−9.5% | Reduced |
| Synovus Financial Corp | 305,494 | $40.3M | 0.52% | +969+0.3% | Added |
| Grandfield & Dodd, LLC | 305,379 | $40.3M | 2.54% | −1,669−0.5% | Reduced |
| Gabelli Funds LLC | 305,261 | $40.3M | 0.30% | −7,015−2.2% | Reduced |
| Klingenstein Fields & Co LP | 304,475 | $40.2M | 1.67% | −8,444−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 304,442 | $40.2M | 0.17% | −981,782−76.3% | Reduced |
| Nissay Asset Management Corp | 303,853 | $40.1M | 0.28% | −181−0.1% | Reduced |
| British Columbia Investment Management Corp | 303,583 | $40.1M | 0.28% | +11,485+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 303,078 | $40.0M | 0.04% | +1,154+0.4% | Added |
| Bokf, NA | 303,348 | $39.7M | 0.72% | −78,828−20.6% | Reduced |
| Schechter Investment Advisors, LLC | 295,041 | $38.9M | 2.91% | −610.0% | Reduced |
| Transcend Wealth Collective, LLC | 294,449 | $38.9M | 3.12% | +3,355+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 293,621 | $38.7M | 0.73% | +24,930+9.3% | Added |
| Dearborn Partners LLC | 293,600 | $38.7M | 1.66% | −108,768−27.0% | Reduced |
| GW&K Investment Management, LLC | 292,736 | $38.6M | 0.34% | −2,786−0.9% | Reduced |
| Deprince Race & Zollo Inc | 292,548 | $38.6M | 0.83% | −3,112−1.1% | Reduced |
| Howard Capital Management Group, LLC | 292,384 | $38.6M | 2.97% | +1,777+0.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 292,000 | $38.5M | 0.47% | +30,000+11.5% | Added |
| Prudential PLC | 291,466 | $38.5M | 0.32% | +47,672+19.6% | Added |