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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 101,073 | $13.3M | 1.12% | +474+0.5% | Added |
| Estabrook Capital Management | 100,864 | $13.3M | 2.06% | −2,259−2.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 100,711 | $13.3M | 1.06% | −4,273−4.1% | Reduced |
| Simplicity Wealth,LLC | 100,396 | $13.2M | 0.32% | +93,881+1,441.0% | Added |
| Tompkins Financial Corp | 99,310 | $13.1M | 1.48% | +173+0.2% | Added |
| Banque Cantonale Vaudoise | 99,035 | $13.1M | 0.51% | +14,420+17.0% | Added |
| Norinchukin Bank, The | 98,892 | $13.0M | 0.39% | −4,003−3.9% | Reduced |
| Brevan Howard Capital Management LP | 98,883 | $13.0M | 1.19% | +68,734+228.0% | Added |
| Avantax Planning Partners, Inc. | 98,350 | $13.0M | 0.42% | +40,223+69.2% | Added |
| Johnson Investment Counsel Inc | 98,347 | $13.0M | 0.14% | −1,005−1.0% | Reduced |
| Capital Fund Management S.A. | 98,309 | $13.0M | 0.16% | +98,309 | New |
| John G Ullman & Associates Inc | 98,199 | $13.0M | 1.99% | −600−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 97,660 | $12.9M | 0.48% | +6,005+6.6% | Added |
| GAM Holding AG | 97,351 | $12.8M | 0.93% | +441+0.5% | Added |
| Vinva Investment Management Ltd | 96,951 | $12.8M | 0.74% | +8,900+10.1% | Added |
| Picton Mahoney Asset Management | 96,402 | $12.7M | 0.53% | +18,868+24.3% | Added |
| Wallace Advisory Group, LLC | 116,468 | $12.7M | 9.54% | −510−0.4% | Reduced |
| Liontrust Investment Partners LLP | 96,137 | $12.7M | 0.18% | −11,625−10.8% | Reduced |
| Naples Global Advisors, LLC | 95,541 | $12.7M | 1.30% | −278−0.3% | Reduced |
| Shelton Capital Management | 96,022 | $12.7M | 0.36% | −39,708−29.3% | Reduced |
| Country Club Bank | 96,017 | $12.7M | 0.89% | −1,446−1.5% | Reduced |
| Easterly Investment Partners LLC | 95,627 | $12.6M | 0.96% | −37,613−28.2% | Reduced |
| Capital International Inc | 95,525 | $12.6M | 0.17% | +59,441+164.7% | Added |
| First Nebraska Trust Co | 95,315 | $12.6M | 1.30% | −847−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 94,784 | $12.5M | 0.53% | −23,337−19.8% | Reduced |
| Camden National Bank | 94,685 | $12.5M | 2.21% | −3,709−3.8% | Reduced |
| Eldred Rock Partners, LLC | 94,487 | $12.5M | 6.79% | +940+1.0% | Added |
| SG Americas Securities, LLC | 94,474 | $12.5M | 0.06% | −20,309−17.7% | Reduced |
| Coldstream Capital Management Inc | 94,398 | $12.5M | 0.32% | +3,197+3.5% | Added |
| Redwood Grove Capital, LLC | 94,000 | $12.4M | 3.86% | +5,300+6.0% | Added |
| Greenwood Gearhart Inc | 93,981 | $12.4M | 1.21% | −33,079−26.0% | Reduced |
| Westfield Capital Management Co LP | 93,816 | $12.4M | 0.06% | +6,190+7.1% | Added |
| Hunter Perkins Capital Management, LLC | 93,327 | $12.4M | 2.53% | −6,390−6.4% | Reduced |
| Marco Investment Management LLC | 93,680 | $12.4M | 1.17% | +1,443+1.6% | Added |
| 1st Source Bank | 93,393 | $12.3M | 0.72% | −6,047−6.1% | Reduced |
| Winslow Asset Management Inc | 93,369 | $12.3M | 2.32% | +463+0.5% | Added |
| Daymark Wealth Partners, LLC | 211,580 | $12.2M | 0.66% | +793+0.4% | Added |
| Empirical Finance, LLC | 91,929 | $12.1M | 0.74% | +3,067+3.5% | Added |
| Busey Wealth Management | 91,517 | $12.1M | 0.43% | +1,347+1.5% | Added |
| Quantbot Technologies LP | 91,444 | $12.1M | 0.68% | +60,867+199.1% | Added |
| Two Sigma Securities, LLC | 91,278 | $12.0M | 0.59% | +38,359+72.5% | Added |
| Kinneret Advisory, LLC | 90,642 | $12.0M | 1.20% | −283−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 92,190 | $12.0M | 1.89% | +2,645+3.0% | Added |
| Fort Sheridan Advisors LLC | 90,907 | $12.0M | 2.26% | +783+0.9% | Added |
| Adalta Capital Management LLC | 90,260 | $12.0M | 6.62% | +1,180+1.3% | Added |
| United Asset Strategies, Inc. | 90,318 | $11.9M | 1.19% | −3,182−3.4% | Reduced |
| Rothschild Investment LLC | 90,240 | $11.9M | 0.86% | −935−1.0% | Reduced |
| Lynch & Associates | 90,185 | $11.9M | 2.75% | −4,431−4.7% | Reduced |
| Core Alternative Capital | 90,045 | $11.9M | 2.13% | −20,408−18.5% | Reduced |
| Bamco Inc | 90,000 | $11.9M | 0.03% | +2,600+3.0% | Added |
| JB Capital LLC | 89,857 | $11.9M | 0.79% | +804+0.9% | Added |
| Great Valley Advisor Group, Inc. | 89,714 | $11.8M | 0.36% | −9,337−9.4% | Reduced |
| Hamel Associates, Inc. | 89,659 | $11.8M | 3.79% | −85−0.1% | Reduced |
| Balentine LLC | 89,541 | $11.8M | 0.35% | −3,446−3.7% | Reduced |
| Westpac Banking Corp | 89,463 | $11.8M | 0.90% | −14,795−14.2% | Reduced |
| TD Private Client Wealth LLC | 89,090 | $11.8M | 0.39% | +3,598+4.2% | Added |
| Simmons Bank | 88,816 | $11.7M | 0.88% | −960−1.1% | Reduced |
| SpiderRock Advisors, LLC | 96,176 | $11.7M | 0.38% | +96,176 | New |
| Mutual Advisors, LLC | 88,146 | $11.6M | 0.37% | +2,857+3.3% | Added |
| Everence Capital Management Inc | 88,091 | $11.6M | 0.77% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 87,677 | $11.6M | 1.66% | +2,760+3.3% | Added |
| Mill Capital Management, LLC | 87,548 | $11.6M | 0.96% | −400−0.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 86,700 | $11.4M | 0.18% | +13,400+18.3% | Added |
| Sectoral Asset Management Inc | 86,500 | $11.4M | 4.49% | +7,000+8.8% | Added |
| Adams Diversified Equity Fund, Inc. | 86,400 | $11.4M | 0.40% | −246,300−74.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 85,077 | $11.2M | 0.24% | +10,962+14.8% | Added |
| Talbot Financial, LLC | 84,992 | $11.2M | 1.50% | +722+0.9% | Added |
| CX Institutional | 84,920 | $11.2M | 0.54% | +9,751+13.0% | Added |
| CSM Advisors, LLC | 84,818 | $11.2M | 0.74% | +1,020+1.2% | Added |
| Allied Investment Advisors, LLC | 84,782 | $11.2M | 2.70% | +2,289+2.8% | Added |
| WealthBridge Investment Counsel Inc. | 84,715 | $11.2M | 4.15% | −580−0.7% | Reduced |
| Longbow Finance SA | 84,664 | $11.2M | 1.13% | −101,228−54.5% | Reduced |
| FLC Capital Advisors | 84,603 | $11.2M | 2.82% | −968−1.1% | Reduced |
| Wedbush Securities Inc | 84,392 | $11.1M | 0.42% | +8,581+11.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 83,625 | $11.0M | 0.76% | −6,652−7.4% | Reduced |
| Bleakley Financial Group, LLC | 83,536 | $11.0M | 0.32% | +3,036+3.8% | Added |
| Tritonpoint Wealth, LLC | 106,955 | $11.0M | 1.15% | +1,934+1.8% | Added |
| Park National Corp | 83,183 | $11.0M | 0.42% | −7,994−8.8% | Reduced |
| Concurrent Investment Advisors, LLC | 82,896 | $10.9M | 0.44% | −2,494−2.9% | Reduced |
| Buffington Mohr McNeal | 82,787 | $10.9M | 1.98% | +6,041+7.9% | Added |
| Aptus Capital Advisors, LLC | 82,327 | $10.9M | 0.23% | +10,006+13.8% | Added |
| Rodgers Brothers Inc. | 82,284 | $10.9M | 1.48% | −19,829−19.4% | Reduced |
| GFS Advisors, LLC | 81,944 | $10.8M | 1.79% | −1,486−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 81,655 | $10.8M | 1.59% | −2,136−2.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 81,584 | $10.8M | 3.45% | −8,499−9.4% | Reduced |
| One Capital Management, LLC | 81,573 | $10.8M | 0.39% | +1,765+2.2% | Added |
| Trust Co of Kansas | 81,275 | $10.7M | 5.85% | −2,467−2.9% | Reduced |
| Hi-Line Capital Management, LLC | 80,534 | $10.7M | 3.79% | +1,066+1.3% | Added |
| Choate Investment Advisors | 80,547 | $10.6M | 0.29% | +904+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 80,408 | $10.6M | 0.28% | +201+0.3% | Added |
| Integrated Wealth Concepts LLC | 80,273 | $10.6M | 0.15% | +5,017+6.7% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $10.6M | 1.34% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 79,648 | $10.5M | 1.24% | −2,480−3.0% | Reduced |
| Darwin Global Management, Ltd. | 79,600 | $10.5M | 1.40% | +79,600 | New |
| Gamco Investors, Inc. Et Al | 79,551 | $10.5M | 0.11% | −2,939−3.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 79,499 | $10.5M | 0.39% | −3,712−4.5% | Reduced |
| Investment Management Corp of Ontario | 79,458 | $10.5M | 0.31% | −35,057−30.6% | Reduced |
| Brandywine Global Investment Management, LLC | 79,295 | $10.5M | 0.08% | −1,130,363−93.4% | Reduced |
| Siemens Fonds Invest GmbH | 79,068 | $10.4M | 0.80% | −2,233−2.7% | Reduced |
| Sky Investment Group LLC | 78,799 | $10.4M | 2.00% | −340−0.4% | Reduced |