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, Q2 2024
Institutional positions in Merck & Co., Inc. as of Jun 30, 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
- 3,557
- +62 vs. Q1 2024
- Shares held
- 1.96B
- +16.1M (+0.8%) vs. Q1 2024
- Total value
- $242.3B
- −$13.4B (−5.2%) vs. Q1 2024
- New holders
- 180
- 1,608 more added
- Sold out
- 118
- 1,370 more reduced
51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 4,521 | $563.2K | 0.03% | −84−1.8% | Reduced |
| Unionview, LLC | 4,564 | $565.0K | 0.46% | +10.0% | Added |
| Callan Family Office, LLC | 4,571 | $565.9K | 0.11% | +4,571 | New |
| Benin Management CORP | 4,595 | $568.9K | 0.17% | +394+9.4% | Added |
| Southern Capital Advisors, LLC | 4,598 | $569.2K | 0.35% | −67−1.4% | Reduced |
| Fortress Wealth Group, LLC | 4,584 | $570.1K | 0.29% | +425+10.2% | Added |
| Premier Fund Managers Ltd | 4,400 | $571.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 4,616 | $571.5K | 0.07% | −165−3.5% | Reduced |
| First Citizens Financial Corp | 4,623 | $572.3K | 0.34% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,638 | $574.2K | 0.09% | +209+4.7% | Added |
| Hillsdale Investment Management Inc. | 4,647 | $575.3K | 0.05% | +3,240+230.3% | Added |
| Flynn Zito Capital Management, LLC | 4,655 | $576.3K | 0.29% | −186−3.8% | Reduced |
| Second Line Capital, LLC | 4,634 | $577.2K | 0.18% | +772+20.0% | Added |
| DHJJ Financial Advisors, Ltd. | 4,664 | $577.4K | 0.24% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,666 | $577.7K | 0.20% | −11−0.2% | Reduced |
| Johnson Bixby & Associates, LLC | 4,667 | $577.8K | 0.10% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,670 | $578.1K | 0.34% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,671 | $578.3K | 0.27% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,698 | $581.0K | 0.20% | +86+1.9% | Added |
| Birchcreek Wealth Management, LLC | 4,698 | $581.6K | 0.33% | +1,128+31.6% | Added |
| Beta Wealth Group, Inc. | 4,709 | $582.9K | 0.28% | +103+2.2% | Added |
| Merriman Wealth Management, LLC | 4,683 | $583.0K | 0.03% | +77+1.7% | Added |
| Bluesphere Advisors, LLC | 4,716 | $583.8K | 0.30% | +1,079+29.7% | Added |
| Annandale Capital, LLC | 4,718 | $584.0K | 0.12% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,716 | $584.0K | 0.40% | +20.0% | Added |
| Farmers Trust Co | 4,719 | $584.2K | 0.12% | −183−3.7% | Reduced |
| Montchanin Asset Management, LLC | 4,733 | $586.0K | 0.55% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4,739 | $586.7K | 0.30% | +261+5.8% | Added |
| Seven Mile Advisory | 4,743 | $587.1K | 0.43% | +105+2.3% | Added |
| Sunpointe, LLC | 4,713 | $587.1K | 0.38% | +174+3.8% | Added |
| Peoples Bank | 4,745 | $587.4K | 0.46% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,596 | $587.8K | 0.39% | −441−8.8% | Reduced |
| Emergent Wealth Advisors, LLC | 4,673 | $589.7K | 0.47% | +1,143+32.4% | Added |
| Acima Private Wealth, LLC | 4,764 | $589.8K | 0.22% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 4,703 | $590.4K | 0.42% | −10−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 4,779 | $591.6K | 0.19% | +50+1.1% | Added |
| Veracity Capital LLC | 4,781 | $591.9K | 0.25% | −1,135−19.2% | Reduced |
| Osterweis Capital Management Inc | 4,803 | $594.6K | 0.03% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 4,804 | $594.7K | 0.29% | −60−1.2% | Reduced |
| Revolve Wealth Partners, LLC | 4,804 | $594.8K | 0.10% | +71+1.5% | Added |
| Tilson Financial Group, Inc. | 4,817 | $596.0K | 0.60% | +633+15.1% | Added |
| Emerald Advisors, LLC | 4,822 | $597.0K | 0.09% | −3,524−42.2% | Reduced |
| Armbruster Capital Management, Inc. | 4,830 | $598.0K | 0.12% | +8+0.2% | Added |
| Signature Wealth Management Group | 4,834 | $598.5K | 0.26% | −28,482−85.5% | Reduced |
| South Street Advisors LLC | 4,837 | $598.8K | 0.09% | −500−9.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,540 | $599.1K | 0.34% | −296−6.1% | Reduced |
| HGK Asset Management Inc | 4,849 | $600.3K | 0.12% | 00.0% | Unchanged |
| Constitution Capital LLC | 4,850 | $600.4K | 0.32% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 4,696 | $600.6K | 0.12% | +1,387+41.9% | Added |
| Berkeley Capital Partners, LLC | 4,854 | $600.9K | 0.18% | +499+11.5% | Added |
| Hazlett, Burt & Watson, Inc. | 4,852 | $601.0K | 0.31% | +701+16.9% | Added |
| Cambridge Financial Group, LLC | 4,860 | $601.7K | 0.27% | +20.0% | Added |
| Fiera Capital Corp | 4,865 | $602.3K | 0.00% | −1,029−17.5% | Reduced |
| Aveo Capital Partners, LLC | 4,866 | $602.4K | 0.07% | −1,843−27.5% | Reduced |
| Vishria Bird Financial Group, LLC | 4,876 | $604.0K | 0.25% | +17+0.3% | Added |
| Westend Capital Management, LLC | 4,731 | $605.1K | 0.21% | −36−0.8% | Reduced |
| Acorn Creek Capital LLC | 4,889 | $605.2K | 0.36% | −42−0.9% | Reduced |
| Cardiff Park Advisors, LLC | 4,892 | $605.6K | 0.06% | −64−1.3% | Reduced |
| KRS Capital Management, LLC | 4,893 | $605.8K | 0.45% | +54+1.1% | Added |
| TFB Advisors LLC | 4,894 | $605.9K | 0.20% | +70+1.5% | Added |
| Pointe Capital Management LLC | 4,895 | $606.0K | 0.38% | +48+1.0% | Added |
| Next Capital Management LLC | 4,891 | $606.1K | 0.26% | +533+12.2% | Added |
| Sovereign Financial Group, Inc. | 4,898 | $606.4K | 0.15% | −7−0.1% | Reduced |
| McIlrath & Eck, LLC | 4,905 | $607.2K | 0.09% | +432+9.7% | Added |
| McBroom & Associates, LLC | 4,917 | $608.7K | 0.38% | +1,112+29.2% | Added |
| Fortis Group Advisors, LLC | 4,923 | $609.4K | 0.12% | −133−2.6% | Reduced |
| Renaissance Technologies LLC | 4,915 | $609.7K | 0.00% | −195,287−97.5% | Reduced |
| Liberty Capital Management, Inc. | 4,932 | $610.6K | 0.14% | +641+14.9% | Added |
| N.E.W. Advisory Services LLC | 4,948 | $612.4K | 0.07% | +72+1.5% | Added |
| BOS Asset Management, LLC | 4,951 | $612.9K | 0.28% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,952 | $613.0K | 0.08% | +263+5.6% | Added |
| Creative Financial Designs Inc | 4,969 | $615.2K | 0.05% | +159+3.3% | Added |
| Balyasny Asset Management LLC | 4,988 | $617.5K | 0.00% | −1,285,942−99.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,866 | $618.0K | 0.01% | −731−13.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 4,995 | $618.4K | 0.78% | −58−1.1% | Reduced |
| Parisi Gray Wealth Management | 4,995 | $618.4K | 0.22% | +23+0.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,000 | $619.0K | 0.77% | −2,000−28.6% | Reduced |
| Collective Family Office LLC | 5,007 | $619.9K | 0.18% | +25+0.5% | Added |
| HBW Advisory Services LLC | 5,007 | $619.9K | 0.10% | −2,623−34.4% | Reduced |
| Optiver Holding B.V. | 4,978 | $620.1K | 0.01% | +4,978 | New |
| Clear Creek Financial Management, LLC | 5,012 | $620.8K | 0.08% | −140−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 5,045 | $624.6K | 0.09% | +1,367+37.2% | Added |
| Mayfair Advisory Group, LLC | 4,900 | $626.0K | 0.42% | −92−1.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,070 | $627.7K | 0.12% | −642−11.2% | Reduced |
| Beacon Financial Advisory LLC | 5,094 | $630.6K | 0.24% | −5,545−52.1% | Reduced |
| Lesa Sroufe & Co | 5,100 | $631.0K | 0.61% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,069 | $631.4K | 0.06% | −1,562−23.6% | Reduced |
| Cranbrook Wealth Management, LLC | 5,101 | $631.5K | 0.16% | +3,150+161.5% | Added |
| OmniStar Financial Group, Inc. | 5,104 | $631.9K | 0.57% | −454−8.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,108 | $632.4K | 0.07% | +20+0.4% | Added |
| Cora Capital Advisors LLC | 5,115 | $633.2K | 0.33% | +17+0.3% | Added |
| Ibex Wealth Advisors | 5,121 | $634.0K | 0.10% | +5,121 | New |
| Evanson Asset Management, LLC | 5,125 | $634.5K | 0.05% | +10+0.2% | Added |
| Fogel Capital Management, Inc. | 5,149 | $637.4K | 0.34% | +1,430+38.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,186 | $642.1K | 0.08% | +140+2.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,191 | $642.7K | 0.13% | −27,218−84.0% | Reduced |
| Roberts Glore & Co Inc | 5,205 | $644.4K | 0.19% | −144−2.7% | Reduced |
| Atlas Capital Advisors LLC | 5,205 | $644.4K | 0.08% | +735+16.4% | Added |
| Viawealth, LLC | 5,206 | $644.5K | 0.40% | −25−0.5% | Reduced |
| First United Bank Trust | 5,215 | $645.6K | 0.24% | 00.0% | Unchanged |