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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 198,948 | $24.8M | 0.49% | +1,190+0.6% | Added |
| First Horizon Advisors, Inc. | 187,825 | $24.8M | 0.77% | −4,075−2.1% | Reduced |
| Hyman Charles D | 187,391 | $24.7M | 1.37% | +1,315+0.7% | Added |
| Empowered Funds, LLC | 186,700 | $24.6M | 0.44% | +102,841+122.6% | Added |
| Alaska Permanent Fund Corp | 186,228 | $24.6M | 0.36% | −1,615−0.9% | Reduced |
| Stillwater Capital Advisors, LLC | 185,049 | $24.4M | 3.62% | −865−0.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 184,837 | $24.4M | 1.81% | −5,236−2.8% | Reduced |
| Neville Rodie & Shaw Inc | 184,768 | $24.4M | 1.86% | −845−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 183,337 | $24.3M | 0.61% | +174,754+2,036.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 184,316 | $24.3M | 1.43% | +11,906+6.9% | Added |
| Crossmark Global Holdings, Inc. | 183,198 | $24.2M | 0.46% | −8,316−4.3% | Reduced |
| EP Wealth Advisors, LLC | 181,694 | $24.0M | 0.28% | +6,040+3.4% | Added |
| MAI Capital Management | 180,741 | $23.8M | 0.25% | +25,836+16.7% | Added |
| Cary Street Partner Investment Advisory LLC | 179,468 | $23.7M | 1.00% | +145+0.1% | Added |
| Bollard Group LLC | 179,343 | $23.7M | 0.72% | +1,054+0.6% | Added |
| Argent Trust Co | 179,067 | $23.6M | 1.06% | +2,615+1.5% | Added |
| Suncoast Equity Management | 177,881 | $23.5M | 2.75% | +12,388+7.5% | Added |
| Applied Finance Capital Management, LLC | 177,841 | $23.5M | 1.65% | +24,922+16.3% | Added |
| Everett Harris & Co | 176,945 | $23.3M | 0.31% | +1,456+0.8% | Added |
| Gotham Asset Management, LLC | 176,908 | $23.3M | 0.35% | +32,700+22.7% | Added |
| Skba Capital Management LLC | 176,255 | $23.3M | 3.64% | −1,380−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 175,497 | $23.2M | 1.17% | +238+0.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 175,000 | $23.1M | 0.54% | −50,000−22.2% | Reduced |
| Brinker Capital Investments, LLC | 173,421 | $22.9M | 0.24% | −1,205−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 173,421 | $22.9M | 0.24% | −1,205−0.7% | Reduced |
| Montag A & Associates Inc | 171,959 | $22.8M | 1.14% | +2,521+1.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $22.8M | 1.86% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 170,357 | $22.5M | 1.32% | −2,986−1.7% | Reduced |
| Novare Capital Management LLC | 170,119 | $22.4M | 2.03% | +7,656+4.7% | Added |
| Genus Capital Management Inc. | 169,601 | $22.4M | 2.91% | +169,601 | New |
| McGowan Group Asset Management, Inc. | 168,402 | $22.2M | 3.20% | −1,845−1.1% | Reduced |
| Sonora Investment Management Group, LLC | 167,869 | $22.2M | 1.73% | +841+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 167,864 | $22.1M | 0.37% | +772+0.5% | Added |
| Smith Group Asset Management, LLC | 165,342 | $21.8M | 1.25% | +3,132+1.9% | Added |
| Achmea Investment Management B.V. | 164,811 | $21.7M | 0.41% | −203,288−55.2% | Reduced |
| Acadian Asset Management LLC | 164,863 | $21.7M | 0.08% | +84,597+105.4% | Added |
| Logan Capital Management Inc | 164,273 | $21.7M | 0.93% | −833−0.5% | Reduced |
| Hartford Investment Management Co | 163,687 | $21.6M | 0.76% | −7,041−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 162,742 | $21.5M | 0.36% | −1,883−1.1% | Reduced |
| Hantz Financial Services, Inc. | 162,137 | $21.4M | 0.42% | −11,634−6.7% | Reduced |
| Perigon Wealth Management, LLC | 161,896 | $21.4M | 0.65% | +1,906+1.2% | Added |
| Forbes J M & Co LLP | 161,894 | $21.4M | 2.32% | −1,855−1.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 161,477 | $21.3M | 2.65% | +10,869+7.2% | Added |
| Associated Banc-Corp | 161,057 | $21.3M | 0.67% | −2,928−1.8% | Reduced |
| Prospector Partners LLC | 161,047 | $21.3M | 2.46% | +2,860+1.8% | Added |
| Dodge & Cox | 160,495 | $21.2M | 0.01% | −450−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 160,226 | $21.1M | 1.78% | +1,595+1.0% | Added |
| Sequoia Financial Advisors, LLC | 159,096 | $21.0M | 0.26% | −10,864−6.4% | Reduced |
| Parthenon LLC | 158,845 | $21.0M | 2.66% | −380.0% | Reduced |
| Edge Capital Group, LLC | 158,054 | $20.9M | 1.04% | +26,330+20.0% | Added |
| Smith, Salley & Associates | 156,227 | $20.6M | 1.60% | −51,748−24.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 155,851 | $20.6M | 2.78% | +11,790+8.2% | Added |
| Blue Chip Partners, Inc. | 155,678 | $20.5M | 1.99% | +13,303+9.3% | Added |
| Beese Fulmer Investment Management, Inc. | 155,164 | $20.5M | 1.93% | −378−0.2% | Reduced |
| Cohen Klingenstein LLC | 151,580 | $20.0M | 0.74% | 00.0% | Unchanged |
| Cadinha & Co LLC | 151,345 | $20.0M | 3.43% | −939−0.6% | Reduced |
| Gratus Capital LLC | 151,103 | $19.9M | 0.92% | +10,148+7.2% | Added |
| Congress Wealth Management LLC | 150,022 | $19.8M | 0.34% | −2,981−1.9% | Reduced |
| Intact Investment Management Inc. | 149,800 | $19.8M | 0.78% | +15,700+11.7% | Added |
| Charter Trust Co | 149,541 | $19.7M | 1.32% | +12,138+8.8% | Added |
| Securian Asset Management, Inc | 149,252 | $19.7M | 0.58% | −11,236−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 147,931 | $19.5M | 0.40% | −5,062−3.3% | Reduced |
| Quantinno Capital Management LP | 147,920 | $19.5M | 0.42% | +40,521+37.7% | Added |
| Louisiana State Employees Retirement System | 147,500 | $19.5M | 0.38% | −5,700−3.7% | Reduced |
| Toroso Investments, LLC | 145,961 | $19.3M | 0.33% | +29,533+25.4% | Added |
| Vident Advisory, LLC | 145,804 | $19.2M | 0.40% | −28,830−16.5% | Reduced |
| Central Trust Co | 144,734 | $19.1M | 0.48% | −1,022−0.7% | Reduced |
| Moors & Cabot, Inc. | 144,178 | $19.0M | 1.03% | +2,131+1.5% | Added |
| Bourgeon Capital Management LLC | 143,556 | $18.9M | 3.71% | +1,137+0.8% | Added |
| Metis Global Partners, LLC | 143,552 | $18.9M | 0.69% | −2,022−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 143,171 | $18.9M | 0.85% | −2,745−1.9% | Reduced |
| Empower Advisory Group, LLC | 142,469 | $18.8M | 0.07% | −3,911−2.7% | Reduced |
| Prospera Financial Services Inc | 141,815 | $18.7M | 0.56% | +20,857+17.2% | Added |
| Massmutual Trust Co FSB | 141,435 | $18.7M | 0.58% | −1,660−1.2% | Reduced |
| Bryn Mawr Trust Co | 140,839 | $18.6M | 0.71% | +140,839 | New |
| Motco | 140,545 | $18.5M | 1.11% | −1,271−0.9% | Reduced |
| Ledyard National Bank | 139,622 | $18.4M | 1.78% | −8,073−5.5% | Reduced |
| Alley Investment Management Company, LLC | 139,133 | $18.4M | 2.53% | −807−0.6% | Reduced |
| Eagle Global Advisors LLC | 139,119 | $18.4M | 1.03% | +8,452+6.5% | Added |
| Abner Herrman & Brock LLC | 138,549 | $18.3M | 2.28% | −2,988−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 138,465 | $18.3M | 0.16% | +22,289+19.2% | Added |
| Middleton & Co Inc | 138,401 | $18.3M | 2.11% | +384+0.3% | Added |
| Davy Global Fund Management Ltd | 138,350 | $18.3M | 2.07% | −5,678−3.9% | Reduced |
| Polar Asset Management Partners Inc. | 138,100 | $18.2M | 0.49% | +138,100 | New |
| Washington Trust Bank | 138,040 | $18.2M | 1.74% | −3,117−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 137,315 | $18.1M | 0.61% | +5,057+3.8% | Added |
| Goelzer Investment Management, Inc. | 137,195 | $18.1M | 1.03% | −4,386−3.1% | Reduced |
| Calamos Wealth Management LLC | 137,014 | $18.1M | 1.02% | +2,922+2.2% | Added |
| Wesleyan Assurance Society | 136,371 | $18.0M | 1.59% | 00.0% | Unchanged |
| Congress Asset Management Co | 135,813 | $17.9M | 0.13% | −3,178−2.3% | Reduced |
| Fishman Jay A Ltd | 135,316 | $17.9M | 1.97% | +5,415+4.2% | Added |
| Investment House LLC | 135,111 | $17.8M | 1.05% | +12,732+10.4% | Added |
| Exchange Traded Concepts, LLC | 135,078 | $17.8M | 0.46% | +56,862+72.7% | Added |
| Ar Asset Management Inc | 134,320 | $17.7M | 4.32% | 00.0% | Unchanged |
| HealthInvest Partners AB | 133,741 | $17.6M | 10.74% | +68,066+103.6% | Added |
| Snowden Capital Advisors LLC | 132,954 | $17.6M | 0.55% | +8,270+6.6% | Added |
| NorthCrest Asset Manangement, LLC | 133,688 | $17.6M | 0.60% | −26,872−16.7% | Reduced |
| Stonebridge Capital Advisors LLC | 133,521 | $17.6M | 1.58% | +5,212+4.1% | Added |
| Lido Advisors, LLC | 132,531 | $17.6M | 0.16% | −5,293−3.8% | Reduced |
| FineMark National Bank & Trust | 133,028 | $17.6M | 0.65% | +1,888+1.4% | Added |