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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 287,950 | $38.0M | 2.19% | −2,086−0.7% | Reduced |
| Adviser Investments LLC | 284,219 | $37.5M | 0.50% | −9,463−3.2% | Reduced |
| Meitav Dash Investments Ltd | 283,882 | $37.5M | 0.73% | −14,849−5.0% | Reduced |
| Davenport & Co LLC | 283,171 | $37.4M | 0.23% | −5,546−1.9% | Reduced |
| Umb Bank N A | 280,266 | $37.0M | 0.59% | +24,287+9.5% | Added |
| O'Shaughnessy Asset Management, LLC | 279,312 | $36.9M | 0.41% | +28,374+11.3% | Added |
| Beacon Pointe Advisors, LLC | 278,042 | $36.7M | 0.41% | −11,687−4.0% | Reduced |
| Northwest & Ethical Investments L.P. | 277,728 | $36.6M | 1.06% | +12,270+4.6% | Added |
| Intech Investment Management LLC | 276,766 | $36.5M | 0.51% | −148,133−34.9% | Reduced |
| Kestra Advisory Services, LLC | 276,102 | $36.4M | 0.24% | +14,205+5.4% | Added |
| Todd Asset Management LLC | 275,550 | $36.4M | 0.74% | −17,882−6.1% | Reduced |
| Heritage Investors Management Corp | 274,950 | $36.3M | 1.28% | −3,915−1.4% | Reduced |
| Campbell Newman Asset Management Inc | 273,096 | $36.0M | 2.92% | −3,510−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 271,864 | $35.9M | 0.78% | +4,902+1.8% | Added |
| Atria Investments LLC | 271,853 | $35.9M | 0.49% | +17,281+6.8% | Added |
| Kingsview Wealth Management, LLC | 266,543 | $35.2M | 0.88% | +26,020+10.8% | Added |
| Rafferty Asset Management, LLC | 265,618 | $35.0M | 0.13% | +3,715+1.4% | Added |
| Ethic Inc. | 261,741 | $34.5M | 0.87% | +22,504+9.4% | Added |
| Letko, Brosseau & Associates Inc | 259,419 | $34.2M | 0.60% | −2,030−0.8% | Reduced |
| RWC Asset Management LLP | 257,996 | $34.0M | 2.13% | −15,973−5.8% | Reduced |
| Chartwell Investment Partners, LLC | 257,908 | $34.0M | 1.18% | −24,389−8.6% | Reduced |
| Scotia Capital Inc. | 256,956 | $33.9M | 0.20% | +1,254+0.5% | Added |
| Chilton Capital Management LLC | 251,814 | $33.2M | 1.57% | +8,801+3.6% | Added |
| Unigestion Holding SA | 251,576 | $33.2M | 1.62% | −138,091−35.4% | Reduced |
| Salem Investment Counselors Inc | 249,892 | $33.1M | 1.09% | +5,302+2.2% | Added |
| Thompson Siegel & Walmsley LLC | 250,565 | $33.1M | 0.51% | −3,888−1.5% | Reduced |
| Roffman Miller Associates Inc | 249,937 | $33.0M | 2.21% | −1,412−0.6% | Reduced |
| Ingalls & Snyder LLC | 248,605 | $32.8M | 1.46% | −10,973−4.2% | Reduced |
| St. James Investment Company, LLC | 248,461 | $32.8M | 5.35% | −28,765−10.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 248,110 | $32.7M | 1.05% | −98,748−28.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 247,338 | $32.6M | 0.94% | +22,578+10.0% | Added |
| WSFS Capital Management, LLC | 246,812 | $32.6M | 1.85% | +6,109+2.5% | Added |
| Walleye Capital LLC | 246,737 | $32.6M | 0.35% | +85,787+53.3% | Added |
| Wilkins Investment Counsel Inc | 245,581 | $32.4M | 4.73% | +75,349+44.3% | Added |
| Annex Advisory Services, LLC | 243,786 | $32.2M | 1.14% | +25,430+11.6% | Added |
| Abn Amro Investment Solutions | 243,644 | $32.1M | 0.56% | −62,699−20.5% | Reduced |
| Wealthfront Advisers LLC | 241,870 | $31.9M | 0.11% | +4,112+1.7% | Added |
| Boston Common Asset Management, LLC | 241,868 | $31.9M | 0.76% | −84,680−25.9% | Reduced |
| Andra AP-fonden | 236,500 | $31.2M | 0.55% | +65,600+38.4% | Added |
| JustInvest LLC | 235,344 | $31.1M | 0.67% | +19,246+8.9% | Added |
| Integral Health Asset Management, LLC | 235,000 | $31.0M | 3.04% | +235,000 | New |
| South Dakota Investment Council | 233,232 | $30.8M | 0.64% | −18,800−7.5% | Reduced |
| Alpha Cubed Investments, LLC | 231,615 | $30.6M | 1.60% | −1,530−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 231,538 | $30.6M | 0.72% | +9,996+4.5% | Added |
| Willis Investment Counsel | 231,045 | $30.5M | 2.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230,907 | $30.5M | 0.23% | −286−0.1% | Reduced |
| Poplar Forest Capital LLC | 228,347 | $30.1M | 4.05% | −6,507−2.8% | Reduced |
| RMB Capital Management, LLC | 228,159 | $30.1M | 0.69% | +82,643+56.8% | Added |
| TD Waterhouse Canada Inc. | 192,014 | $30.0M | 0.22% | −10,215−5.1% | Reduced |
| Jefferies Financial Group Inc. | 227,399 | $30.0M | 0.61% | +54,501+31.5% | Added |
| TCW Group Inc | 223,130 | $29.4M | 0.30% | +172,890+344.1% | Added |
| La Banque Postale Asset Management SA | 222,206 | $29.3M | 1.17% | −288,867−56.5% | Reduced |
| Credit Agricole S A | 233,618 | $29.3M | 0.50% | +82,222+54.3% | Added |
| Braun Stacey Associates Inc | 221,524 | $29.2M | 1.16% | +6,402+3.0% | Added |
| CapWealth Advisors, LLC | 220,933 | $29.2M | 3.27% | −5,561−2.5% | Reduced |
| Bruce & Co., Inc. | 220,700 | $29.1M | 9.66% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 220,617 | $29.1M | 2.67% | −2,979−1.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 192,468 | $29.1M | 1.30% | −29,189−13.2% | Reduced |
| Cardinal Capital Management, Inc. | 220,413 | $29.1M | 1.29% | −71,993−24.6% | Reduced |
| Rhenman & Partners Asset Management AB | 218,500 | $28.8M | 2.73% | +71,000+48.1% | Added |
| Oregon Public Employees Retirement Fund | 216,792 | $28.6M | 0.57% | +18,982+9.6% | Added |
| Bartlett & Co. Wealth Management LLC | 214,339 | $28.4M | 0.44% | −662−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 214,981 | $28.4M | 0.64% | −540−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 213,831 | $28.2M | 0.71% | +825+0.4% | Added |
| Erste Asset Management GmbH | 212,557 | $28.0M | 0.38% | +10,162+5.0% | Added |
| Destination Wealth Management | 210,989 | $27.8M | 0.93% | −3,233−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 209,479 | $27.6M | 0.63% | −77,903−27.1% | Reduced |
| Van Hulzen Asset Management, LLC | 208,697 | $27.5M | 1.83% | −765−0.4% | Reduced |
| Blackhill Capital Inc | 208,500 | $27.5M | 1.58% | 00.0% | Unchanged |
| Tobam | 208,346 | $27.5M | 2.46% | −99,582−32.3% | Reduced |
| First Manhattan Co | 208,081 | $27.5M | 0.09% | −2,425−1.2% | Reduced |
| Quadrature Capital Ltd | 207,618 | $27.4M | 0.47% | +103,944+100.3% | Added |
| JPB Foundation | 207,317 | $27.4M | 2.99% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 206,680 | $27.3M | 0.22% | −33,939−14.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 206,321 | $27.2M | 0.10% | +42,178+25.7% | Added |
| Federation des caisses Desjardins du Quebec | 211,155 | $27.2M | 0.20% | +15,319+7.8% | Added |
| Randolph Co Inc | 205,106 | $27.1M | 3.32% | +202,278+7,152.7% | Added |
| First National Trust Co | 204,479 | $27.0M | 1.10% | −2,777−1.3% | Reduced |
| General American Investors Co Inc | 204,326 | $27.0M | 2.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 204,219 | $26.9M | 0.90% | −6,525−3.1% | Reduced |
| Norris Perne & French LLP | 203,716 | $26.9M | 1.93% | +548+0.3% | Added |
| Magnetar Financial LLC | 203,172 | $26.8M | 0.60% | −1,193,315−85.5% | Reduced |
| Jones Financial Companies LLLP | 200,869 | $26.5M | 0.04% | +23,485+13.2% | Added |
| Renaissance Technologies LLC | 200,202 | $26.4M | 0.04% | +80,378+67.1% | Added |
| Central Securities Corp | 200,000 | $26.4M | 2.66% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 200,000 | $26.4M | 8.32% | +200,000 | New |
| Prime Capital Investment Advisors, LLC | 199,557 | $26.3M | 0.37% | −10,802−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 198,202 | $26.3M | 0.30% | +925+0.5% | Added |
| Eastern Bank | 198,885 | $26.2M | 1.09% | −11,765−5.6% | Reduced |
| TCTC Holdings, LLC | 198,552 | $26.2M | 0.87% | +1,079+0.5% | Added |
| Oppenheimer & Co Inc | 198,137 | $26.1M | 0.43% | −138−0.1% | Reduced |
| Richard C. Young & CO., LTD. | 193,750 | $25.6M | 3.21% | −2,179−1.1% | Reduced |
| Kentucky Retirement Systems | 192,441 | $25.4M | 0.76% | −10,308−5.1% | Reduced |
| Godsey & Gibb Associates | 192,379 | $25.4M | 2.67% | −1,003−0.5% | Reduced |
| Pacer Advisors, Inc. | 192,188 | $25.4M | 0.06% | −49,593−20.5% | Reduced |
| Dana Investment Advisors, Inc. | 190,763 | $25.2M | 0.84% | +6,474+3.5% | Added |
| Baldwin Brothers Inc | 190,650 | $25.2M | 1.89% | −1,921−1.0% | Reduced |
| Circle Wealth Management, LLC | 190,395 | $25.1M | 0.62% | −3,274−1.7% | Reduced |
| Avalon Trust Co | 190,341 | $25.1M | 2.06% | +467+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 188,488 | $24.9M | 1.75% | +44,164+30.6% | Added |