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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 132,938 | $17.5M | 5.45% | +40.0% | Added |
| Nemes Rush Group LLC | 132,436 | $17.5M | 2.50% | +12,742+10.6% | Added |
| Payden & Rygel | 131,750 | $17.4M | 1.19% | −35,100−21.0% | Reduced |
| Payden & Rygel Investment Group | 131,750 | $17.4M | 1.19% | +131,750 | New |
| Cornerstone Advisors, LLC | 131,000 | $17.3M | 0.72% | +400+0.3% | Added |
| Beck Mack & Oliver LLC | 130,813 | $17.3M | 0.35% | −3,648−2.7% | Reduced |
| Black Creek Investment Management Inc. | 130,300 | $17.2M | 0.52% | −2,000−1.5% | Reduced |
| Old National Bancorp | 130,188 | $17.2M | 0.41% | +2,373+1.9% | Added |
| Allianz SE | 129,439 | $17.1M | 0.54% | +129,439 | New |
| Trust Co of Vermont | 129,272 | $17.1M | 0.95% | +11,741+10.0% | Added |
| Foundation Resource Management Inc | 128,818 | $17.0M | 2.67% | −67,805−34.5% | Reduced |
| Foundry Partners, LLC | 128,076 | $16.9M | 0.90% | +4,051+3.3% | Added |
| Patten & Patten Inc | 127,982 | $16.9M | 1.20% | −1,214−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 127,854 | $16.9M | 0.48% | +4,360+3.5% | Added |
| National Asset Management, Inc. | 162,575 | $16.9M | 0.46% | +15,946+10.9% | Added |
| New Mexico Educational Retirement Board | 127,686 | $16.8M | 0.60% | −4,300−3.3% | Reduced |
| Woodstock Corp | 127,380 | $16.8M | 1.74% | −210−0.2% | Reduced |
| HB Wealth Management, LLC | 127,269 | $16.8M | 0.21% | +8,912+7.5% | Added |
| CCM Investment Advisers LLC | 127,027 | $16.8M | 2.00% | −8,905−6.6% | Reduced |
| Parsons Capital Management Inc | 126,813 | $16.7M | 1.14% | +20.0% | Added |
| Park Avenue Securities LLC | 126,749 | $16.7M | 0.22% | −1,377−1.1% | Reduced |
| Edge Wealth Management LLC | 126,658 | $16.7M | 3.51% | −1,555−1.2% | Reduced |
| Mengis Capital Management, Inc. | 126,604 | $16.7M | 2.58% | +3,553+2.9% | Added |
| Diversified Trust Co | 125,520 | $16.6M | 0.50% | −6,309−4.8% | Reduced |
| American Assets Investment Management, LLC | 125,000 | $16.5M | 1.57% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 124,439 | $16.4M | 1.27% | +124,439 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 123,407 | $16.4M | 1.38% | +1,000+0.8% | Added |
| M&R Capital Management Inc | 123,652 | $16.3M | 4.00% | −1,813−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 123,252 | $16.3M | 0.70% | −604−0.5% | Reduced |
| ARS Investment Partners, LLC | 122,692 | $16.2M | 1.61% | −165−0.1% | Reduced |
| Connors Investor Services Inc | 122,263 | $16.1M | 1.70% | −7,638−5.9% | Reduced |
| Advisory Services Network, LLC | 122,213 | $16.1M | 0.36% | +2,349+2.0% | Added |
| Kovitz Investment Group Partners, LLC | 122,198 | $16.1M | 0.21% | +36,127+42.0% | Added |
| Boston Private Wealth LLC | 122,186 | $16.1M | 0.36% | −5,110−4.0% | Reduced |
| Narwhal Capital Management | 121,421 | $16.0M | 1.57% | +29,483+32.1% | Added |
| GHP Investment Advisors, Inc. | 121,320 | $16.0M | 0.79% | +1,341+1.1% | Added |
| Crestwood Advisors Group LLC | 120,829 | $15.9M | 0.35% | +2,814+2.4% | Added |
| Auxier Asset Management | 120,597 | $15.9M | 2.42% | −2,198−1.8% | Reduced |
| Summit Global Investments | 120,547 | $15.9M | 1.18% | −84,559−41.2% | Reduced |
| iA Global Asset Management Inc. | 120,248 | $15.9M | 0.32% | −3,609−2.9% | Reduced |
| Wetherby Asset Management Inc | 119,803 | $15.8M | 0.75% | −4,547−3.7% | Reduced |
| Savant Capital, LLC | 119,751 | $15.8M | 0.18% | +4,102+3.5% | Added |
| Williams Jones Wealth Management, LLC. | 119,324 | $15.7M | 0.20% | −550.0% | Reduced |
| Tri Locum Partners LP | 119,200 | $15.7M | 5.45% | +119,200 | New |
| Moody Lynn & Lieberson, LLC | 118,573 | $15.6M | 1.05% | +15,928+15.5% | Added |
| Monarch Capital Management Inc | 118,035 | $15.6M | 4.41% | −658−0.6% | Reduced |
| Clough Capital Partners L P | 118,265 | $15.6M | 1.72% | −4,688−3.8% | Reduced |
| Smithfield Trust Co | 118,054 | $15.6M | 0.83% | −4,331−3.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 117,117 | $15.5M | 3.13% | −1,842−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 116,005 | $15.3M | 0.16% | −8,509−6.8% | Reduced |
| Assetmark, Inc | 115,770 | $15.3M | 0.05% | +11,935+11.5% | Added |
| Columbia Asset Management | 140,020 | $15.3M | 3.12% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 115,107 | $15.2M | 3.33% | −642−0.6% | Reduced |
| Hoylecohen, LLC | 114,009 | $15.0M | 1.15% | +513+0.5% | Added |
| Atika Capital Management LLC | 114,000 | $15.0M | 1.69% | +114,000 | New |
| Phoenix Holdings Ltd. | 113,270 | $15.0M | 0.21% | +19,024+20.2% | Added |
| Ossiam | 113,569 | $15.0M | 0.26% | −438,456−79.4% | Reduced |
| LMCG Investments, LLC | 113,190 | $14.9M | 0.88% | −18,584−14.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 112,876 | $14.9M | 0.95% | +60,539+115.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 112,143 | $14.8M | 1.76% | −1,549−1.4% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $14.8M | 3.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 111,480 | $14.7M | 1.93% | −2,247−2.0% | Reduced |
| TCG Advisory Services, LLC | 111,361 | $14.7M | 0.81% | +13,009+13.2% | Added |
| Stock Yards Bank & Trust Co | 110,929 | $14.6M | 0.48% | +3,658+3.4% | Added |
| Artemis Investment Management LLP | 110,857 | $14.6M | 0.19% | −1,642−1.5% | Reduced |
| Griffin Asset Management, Inc. | 110,524 | $14.6M | 1.74% | −366−0.3% | Reduced |
| Cna Financial Corp | 110,000 | $14.5M | 7.26% | +110,000 | New |
| Loews Corp | 110,000 | $14.5M | 0.12% | +110,000 | New |
| Alps Advisors Inc | 109,601 | $14.5M | 0.10% | +827+0.8% | Added |
| Stockman Wealth Management, Inc. | 109,044 | $14.4M | 2.54% | −1,943−1.8% | Reduced |
| Ieq Capital, LLC | 108,262 | $14.3M | 0.21% | +8,608+8.6% | Added |
| SlateStone Wealth, LLC | 108,099 | $14.3M | 1.43% | +33,541+45.0% | Added |
| Mitchell Sinkler & Starr | 107,506 | $14.2M | 3.55% | −100,701−48.4% | Reduced |
| Evercore Wealth Management, LLC | 107,257 | $14.2M | 0.22% | −3,790−3.4% | Reduced |
| LaFleur & Godfrey LLC | 106,599 | $14.1M | 2.08% | −6,668−5.9% | Reduced |
| Bard Financial Services, Inc. | 106,078 | $14.0M | 1.49% | −450−0.4% | Reduced |
| Tufton Capital Management | 106,054 | $14.0M | 2.75% | −351−0.3% | Reduced |
| Lincoln National Corp | 105,821 | $14.0M | 0.22% | +10,177+10.6% | Added |
| Chemung Canal Trust Co | 105,407 | $13.9M | 2.68% | +17,194+19.5% | Added |
| Slocum, Gordon & Co LLP | 105,348 | $13.9M | 10.32% | −250−0.2% | Reduced |
| NBT Bank N A | 104,977 | $13.9M | 1.01% | −1,540−1.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 104,686 | $13.8M | 2.40% | −10,070−8.8% | Reduced |
| Formuepleje A/S | 104,682 | $13.8M | 0.78% | −6,435−5.8% | Reduced |
| Grassi Investment Management | 104,263 | $13.8M | 1.24% | −198−0.2% | Reduced |
| SP Asset Management LLC | 104,187 | $13.7M | 1.28% | −665−0.6% | Reduced |
| Appleton Partners Inc | 104,162 | $13.7M | 1.07% | −552−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 103,787 | $13.7M | 0.03% | −183−0.2% | Reduced |
| Sphera Funds Management Ltd. | 103,600 | $13.7M | 2.21% | −20,000−16.2% | Reduced |
| Cutler Investment Counsel LLC | 102,938 | $13.7M | 1.83% | −554−0.5% | Reduced |
| Jacobs & Co | 103,190 | $13.6M | 1.44% | −3,133−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 102,661 | $13.6M | 0.92% | +10,976+12.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $13.6M | 1.79% | 00.0% | Unchanged |
| Burney Co | 102,395 | $13.5M | 0.51% | +7,210+7.6% | Added |
| Metropolitan Life Insurance Co | 102,204 | $13.5M | 0.59% | −942−0.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 101,979 | $13.5M | 1.12% | +5,593+5.8% | Added |
| GLOBALT Investments LLC | 101,883 | $13.4M | 0.54% | +1,185+1.2% | Added |
| Greenleaf Trust | 101,674 | $13.4M | 0.12% | +13,614+15.5% | Added |
| Noesis Capital Mangement Corp | 101,223 | $13.4M | 2.97% | −1,379−1.3% | Reduced |
| Coulter & Justus Financial Services, LLC | 101,223 | $13.4M | 2.97% | +101,223 | New |
| Apollon Wealth Management, LLC | 101,202 | $13.4M | 0.42% | +2,787+2.8% | Added |