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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 78,777 | $10.4M | 4.33% | −255−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 78,568 | $10.4M | 1.06% | −549−0.7% | Reduced |
| Fulton Bank, N.A. | 78,237 | $10.3M | 0.42% | +848+1.1% | Added |
| Axxcess Wealth Management, LLC | 78,194 | $10.3M | 0.29% | +1,650+2.2% | Added |
| Dynamic Advisor Solutions LLC | 77,833 | $10.3M | 0.35% | +4,433+6.0% | Added |
| Miracle Mile Advisors, LLC | 76,815 | $10.1M | 0.26% | −2,417−3.1% | Reduced |
| Northeast Financial Consultants Inc | 76,646 | $10.1M | 0.50% | +1,085+1.4% | Added |
| W Advisors, LLC | 76,550 | $10.1M | 6.93% | −2,709−3.4% | Reduced |
| Boston Financial Mangement LLC | 76,545 | $10.1M | 0.32% | −180−0.2% | Reduced |
| KCM Investment Advisors LLC | 76,530 | $10.1M | 0.37% | +4,226+5.8% | Added |
| Miramar Capital, LLC | 77,449 | $10.1M | 2.55% | −1,410−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 76,385 | $10.1M | 0.21% | +53,748+237.4% | Added |
| NewEdge Wealth, LLC | 78,557 | $10.1M | 0.23% | +7,605+10.7% | Added |
| Primecap Management Co | 76,000 | $10.0M | 0.01% | −8,500−10.1% | Reduced |
| Advisors Capital Management, LLC | 75,729 | $9.99M | 0.18% | +5,966+8.6% | Added |
| Round Hill Asset Management | 75,715 | $9.99M | 6.05% | −13,040−14.7% | Reduced |
| Anchor Investment Management, LLC | 75,673 | $9.99M | 1.05% | −2,010−2.6% | Reduced |
| Advisory Research Inc | 75,597 | $9.98M | 1.98% | +30,489+67.6% | Added |
| Gladstone Institutional Advisory LLC | 75,132 | $9.91M | 0.54% | −19,510−20.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 75,031 | $9.90M | 0.53% | −9,418−11.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 74,450 | $9.82M | 0.56% | +5,056+7.3% | Added |
| BTC Capital Management, Inc. | 74,414 | $9.82M | 0.90% | +74,414 | New |
| TrinityPoint Wealth, LLC | 74,045 | $9.77M | 1.62% | +422+0.6% | Added |
| Summit Financial Wealth Advisors, LLC | 73,985 | $9.76M | 1.98% | +1,605+2.2% | Added |
| Mesirow Financial Investment Management, Inc. | 73,857 | $9.75M | 0.22% | +15,309+26.1% | Added |
| Northern Oak Wealth Management Inc | 73,845 | $9.74M | 1.16% | −5,861−7.4% | Reduced |
| Ironwood Investment Counsel, LLC | 73,789 | $9.74M | 1.71% | +510+0.7% | Added |
| Advocate Group LLC | 73,648 | $9.72M | 1.93% | +1,088+1.5% | Added |
| Cardinal Capital Management | 73,035 | $9.69M | 1.58% | +4,132+6.0% | Added |
| Security National Bank | 73,424 | $9.69M | 1.47% | +344+0.5% | Added |
| Rossmore Private Capital | 73,247 | $9.66M | 1.26% | −220−0.3% | Reduced |
| Private Capital Advisors, Inc. | 73,188 | $9.66M | 1.20% | +1,993+2.8% | Added |
| Evergreen Capital Management LLC | 72,730 | $9.65M | 0.36% | −501−0.7% | Reduced |
| Viking Fund Management LLC | 73,000 | $9.63M | 1.74% | −8,000−9.9% | Reduced |
| Valeo Financial Advisors, LLC | 94,275 | $9.59M | 0.34% | −785−0.8% | Reduced |
| Dakota Wealth Management | 72,292 | $9.54M | 0.24% | +19,874+37.9% | Added |
| NEOS Investment Management LLC | 72,244 | $9.53M | 0.59% | +23,627+48.6% | Added |
| Stamos Capital Partners, L.P. | 72,140 | $9.52M | 2.16% | −13,860−16.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,666 | $9.46M | 1.09% | −40−0.1% | Reduced |
| Clearstead Advisors, LLC | 72,782 | $9.41M | 0.47% | −303−0.4% | Reduced |
| Linscomb & Williams, Inc. | 71,233 | $9.40M | 0.48% | +375+0.5% | Added |
| Courier Capital LLC | 71,138 | $9.39M | 0.68% | −1,377−1.9% | Reduced |
| Principle Wealth Partners LLC | 70,972 | $9.36M | 0.73% | +777+1.1% | Added |
| Nixon Peabody Trust Co | 70,617 | $9.32M | 0.86% | +2,327+3.4% | Added |
| Fiduciary Alliance LLC | 71,094 | $9.31M | 1.64% | −990−1.4% | Reduced |
| Live Oak Private Wealth LLC | 70,463 | $9.30M | 1.61% | −13,854−16.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 70,292 | $9.28M | 2.79% | +1,877+2.7% | Added |
| Ostrum Asset Management | 70,245 | $9.27M | 0.73% | −2,611−3.6% | Reduced |
| Fred Alger Management, LLC | 69,710 | $9.20M | 0.05% | +32,715+88.4% | Added |
| Boit C F David | 71,283 | $9.18M | 5.02% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 69,500 | $9.17M | 3.31% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 69,095 | $9.12M | 3.13% | −5,007−6.8% | Reduced |
| Trust Co of Toledo NA | 68,778 | $9.08M | 1.42% | −210.0% | Reduced |
| Equitable Holdings, Inc. | 68,222 | $9.00M | 0.10% | +5,675+9.1% | Added |
| Rakuten Investment Management, Inc. | 68,140 | $8.99M | 0.07% | +61,871+986.9% | Added |
| Ballentine Partners, LLC | 68,135 | $8.99M | 0.17% | +4,694+7.4% | Added |
| Zuckerman Investment Group, LLC | 68,122 | $8.99M | 1.02% | +787+1.2% | Added |
| Independent Advisor Alliance | 67,806 | $8.95M | 0.32% | +3,534+5.5% | Added |
| Kelly Lawrence W & Associates Inc | 67,778 | $8.94M | 2.03% | −2,630−3.7% | Reduced |
| Alerus Financial NA | 67,349 | $8.89M | 0.67% | −411−0.6% | Reduced |
| Sowell Financial Services LLC | 66,562 | $8.83M | 0.42% | −145−0.2% | Reduced |
| Concentric Capital Strategies, LP | 66,638 | $8.79M | 0.57% | +66,638 | New |
| Ninety One UK Ltd | 66,618 | $8.79M | 0.02% | −947−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,488 | $8.77M | 0.07% | +60,806+1,070.2% | Added |
| Ipswich Investment Management Co., Inc. | 66,471 | $8.77M | 2.05% | −100−0.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 66,450 | $8.77M | 5.66% | −1,620−2.4% | Reduced |
| XML Financial, LLC | 66,425 | $8.76M | 0.90% | −8,102−10.9% | Reduced |
| Hodges Capital Management Inc. | 66,377 | $8.76M | 0.56% | −2,291−3.3% | Reduced |
| Pallas Capital Advisors LLC | 66,286 | $8.75M | 0.36% | +3,910+6.3% | Added |
| Bank of Hawaii | 66,053 | $8.72M | 0.42% | −56−0.1% | Reduced |
| First American Bank | 65,672 | $8.67M | 0.65% | −182−0.3% | Reduced |
| Northwest Bancshares, Inc. | 65,527 | $8.65M | 1.36% | −2,785−4.1% | Reduced |
| Martin Capital Partners, LLC | 65,424 | $8.63M | 3.31% | −1,628−2.4% | Reduced |
| Cutler Capital Management, LLC | 64,964 | $8.57M | 3.37% | −514−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 64,905 | $8.56M | 0.28% | +17,638+37.3% | Added |
| Level Four Advisory Services, LLC | 78,486 | $8.56M | 0.47% | +90+0.1% | Added |
| Red Door Wealth Management, LLC | 64,807 | $8.55M | 1.65% | +2,140+3.4% | Added |
| Freestone Capital Holdings, LLC | 64,784 | $8.55M | 0.32% | +462+0.7% | Added |
| TrimTabs Asset Management, LLC | 64,552 | $8.52M | 2.13% | +13,266+25.9% | Added |
| Brookstone Capital Management | 64,476 | $8.51M | 0.15% | +4,296+7.1% | Added |
| Ameritas Investment Partners, Inc. | 64,061 | $8.45M | 0.29% | −1,143−1.8% | Reduced |
| Heritage Trust Co | 63,541 | $8.38M | 1.12% | −937−1.5% | Reduced |
| Buckley Wealth Management, LLC | 63,523 | $8.38M | 2.69% | −400−0.6% | Reduced |
| L & S Advisors Inc | 63,343 | $8.36M | 0.94% | +46,577+277.8% | Added |
| Asset Advisors Investment Management, LLC | 63,210 | $8.34M | 0.94% | −114−0.2% | Reduced |
| Executive Wealth Management, LLC | 63,502 | $8.32M | 0.73% | +19,288+43.6% | Added |
| PFG Investments, LLC | 62,576 | $8.26M | 0.50% | +39,638+172.8% | Added |
| Garland Capital Management Inc | 62,490 | $8.25M | 5.46% | −425−0.7% | Reduced |
| M. Kulyk & Associates, LLC | 62,382 | $8.23M | 1.91% | +1,534+2.5% | Added |
| Barbara Oil Co. | 62,295 | $8.22M | 3.47% | 00.0% | Unchanged |
| Capital Counsel LLC | 62,183 | $8.21M | 0.38% | 00.0% | Unchanged |
| Trust Co of Virginia | 62,038 | $8.19M | 0.78% | −4,912−7.3% | Reduced |
| HighPoint Advisor Group LLC | 63,304 | $8.19M | 0.58% | +656+1.0% | Added |
| Warren Averett Asset Management, LLC | 61,998 | $8.18M | 0.19% | +28,958+87.6% | Added |
| Exchange Capital Management, Inc. | 61,858 | $8.16M | 1.33% | +218+0.4% | Added |
| Wafra Inc. | 61,829 | $8.16M | 0.43% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 61,640 | $8.13M | 1.70% | −871−1.4% | Reduced |
| Boston Research & Management Inc | 61,525 | $8.12M | 2.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 61,466 | $8.11M | 0.42% | −3,685−5.7% | Reduced |
| Rothschild Capital Partners, LLC | 61,453 | $8.11M | 2.36% | 00.0% | Unchanged |