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 |
|---|---|---|---|---|---|
| Walden Wealth Partners LLC | 5,226 | $647.0K | 0.36% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,236 | $648.3K | 0.42% | +39+0.8% | Added |
| Sage Private Wealth Group, LLC | 5,237 | $648.4K | 0.55% | +477+10.0% | Added |
| Harbour Trust & Investment Management Co | 5,248 | $649.7K | 0.08% | +69+1.3% | Added |
| First Long Island Investors, LLC | 5,253 | $650.3K | 0.06% | +3,388+181.7% | Added |
| TSFG, LLC | 5,260 | $651.0K | 0.15% | +151+3.0% | Added |
| Indiana Trust & Investment Management CO | 5,260 | $651.2K | 0.24% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,261 | $651.3K | 0.46% | +162+3.2% | Added |
| Private Ocean, LLC | 5,274 | $652.9K | 0.06% | −182−3.3% | Reduced |
| Financial Engines Advisors L.L.C. | 5,255 | $652.9K | 0.00% | +540+11.5% | Added |
| Rise Advisors, LLC | 5,279 | $653.5K | 0.35% | +422+8.7% | Added |
| Monticello Wealth Management, LLC | 5,293 | $655.3K | 0.06% | +5+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 5,302 | $656.4K | 0.08% | +56+1.1% | Added |
| Greenwich Wealth Management LLC | 5,303 | $657.0K | 0.05% | +45+0.9% | Added |
| Hummer Financial Advisory Services Inc | 5,289 | $658.9K | 0.57% | 00.0% | Unchanged |
| Ninepoint Partners LP | 5,327 | $659.5K | 0.07% | −399−7.0% | Reduced |
| Tranquility Partners, LLC | 5,354 | $662.9K | 0.26% | +3+0.1% | Added |
| Crown Wealth Group, LLC | 5,367 | $664.5K | 0.33% | −60−1.1% | Reduced |
| Capital City Trust Co | 5,377 | $665.7K | 0.18% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,384 | $666.5K | 0.21% | +389+7.8% | Added |
| St. Clair Advisors, LLC | 5,386 | $666.8K | 0.21% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,400 | $668.5K | 0.08% | −226−4.0% | Reduced |
| Sittner & Nelson, LLC | 5,412 | $670.0K | 0.33% | −680−11.2% | Reduced |
| Fca Corp | 5,421 | $671.1K | 0.21% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,430 | $672.2K | 0.40% | −45−0.8% | Reduced |
| MEMBERS Trust Co | 5,450 | $674.7K | 0.02% | −138−2.5% | Reduced |
| Bath Savings Trust Co | 5,456 | $675.5K | 0.07% | +99+1.8% | Added |
| Bourne Lent Asset Management Inc | 5,467 | $676.8K | 0.26% | 00.0% | Unchanged |
| Renasant Bank | 5,474 | $677.7K | 0.47% | −2,315−29.7% | Reduced |
| Millennium Capital Advisors, LLC | 5,475 | $677.8K | 0.45% | +25+0.5% | Added |
| Hobbs Group Advisors, LLC | 5,478 | $678.2K | 0.26% | +5,478 | New |
| Henshaw Capital LLC | 5,500 | $680.9K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,510 | $682.1K | 0.37% | −102−1.8% | Reduced |
| Shayne & Co., LLC | 5,511 | $682.3K | 0.19% | −3,281−37.3% | Reduced |
| Defined Wealth Management, LLC | 5,512 | $682.4K | 0.47% | +53+1.0% | Added |
| Hexagon Capital Partners LLC | 5,513 | $682.4K | 0.15% | +375+7.3% | Added |
| Burt Wealth Advisors | 5,514 | $682.6K | 0.18% | −722−11.6% | Reduced |
| Ramiah Investment Group | 5,531 | $684.7K | 0.67% | +5,531 | New |
| Orion Capital Management LLC | 5,535 | $685.2K | 0.36% | −700−11.2% | Reduced |
| Cortland Associates Inc | 5,539 | $686.0K | 0.09% | +23+0.4% | Added |
| Mathes Company, Inc. | 5,550 | $687.0K | 0.25% | −1,000−15.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,552 | $687.0K | 0.10% | +789+16.6% | Added |
| Alpha Family Trust | 5,555 | $687.7K | 0.40% | 00.0% | Unchanged |
| Human Investing LLC | 5,570 | $689.6K | 0.13% | −38−0.7% | Reduced |
| Kingfisher Capital LLC | 5,576 | $690.0K | 0.16% | +30+0.5% | Added |
| Acorn Wealth Advisors, LLC | 5,574 | $690.0K | 0.34% | +27+0.5% | Added |
| Westmount Partners, LLC | 5,398 | $690.5K | 0.23% | −169−3.0% | Reduced |
| Elevated Capital Advisors, LLC | 5,595 | $692.6K | 0.19% | +5,595 | New |
| Argonautica Private Wealth Management, Inc | 5,597 | $692.9K | 0.24% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,602 | $693.5K | 0.14% | +126+2.3% | Added |
| Gradient Investments LLC | 5,611 | $694.6K | 0.02% | +1,634+41.1% | Added |
| VCI Wealth Management LLC | 5,613 | $694.9K | 0.34% | +943+20.2% | Added |
| Gladius Capital Management LP | 5,617 | $695.4K | 0.69% | +4,292+323.9% | Added |
| Meridian Financial Partners LLC | 5,604 | $696.0K | 0.41% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,624 | $696.3K | 0.24% | −20.0% | Reduced |
| Range Financial Group LLC | 5,630 | $697.0K | 0.36% | +1,312+30.4% | Added |
| Balboa Wealth Partners | 5,632 | $697.2K | 0.18% | +1,212+27.4% | Added |
| First Affirmative Financial Network | 5,636 | $697.7K | 0.48% | +138+2.5% | Added |
| TRUE Private Wealth Advisors | 5,637 | $697.8K | 0.08% | −19−0.3% | Reduced |
| Mittelman Wealth Management | 5,638 | $698.0K | 0.45% | +2,066+57.8% | Added |
| Union Savings Bank | 5,650 | $699.5K | 0.37% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,650 | $699.5K | 0.30% | 00.0% | Unchanged |
| Legacy Trust | 5,660 | $700.7K | 0.17% | −75−1.3% | Reduced |
| Michael B. Yongue | 5,669 | $701.8K | 0.60% | −311−5.2% | Reduced |
| Wrapmanager Inc | 5,672 | $702.3K | 0.19% | +697+14.0% | Added |
| Sax Wealth Advisors, LLC | 5,676 | $702.7K | 0.07% | +1,200+26.8% | Added |
| Ironwood Financial, llc | 5,680 | $703.1K | 0.16% | +35+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 5,682 | $703.5K | 0.14% | +6+0.1% | Added |
| Bank of Stockton | 5,696 | $705.2K | 0.22% | +2,104+58.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,708 | $706.6K | 0.37% | −65−1.1% | Reduced |
| Wall Street Access Asset Management, LLC | 5,709 | $706.7K | 0.29% | −724−11.3% | Reduced |
| Clayton Financial Group LLC | 5,357 | $706.9K | 0.31% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,712 | $707.1K | 0.18% | −170−2.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,677 | $707.2K | 0.37% | −11−0.2% | Reduced |
| LWMG, LLC | 5,726 | $708.9K | 0.15% | −280−4.7% | Reduced |
| Hollencrest Capital Management | 5,738 | $710.4K | 0.03% | +10.0% | Added |
| Cornerstone Capital, Inc. | 5,743 | $711.0K | 0.07% | +1,170+25.6% | Added |
| Sound Income Strategies, LLC | 5,752 | $712.1K | 0.04% | +224+4.1% | Added |
| Motiv8 Investments LLC | 5,761 | $713.4K | 0.53% | +21+0.4% | Added |
| Boltwood Capital Management | 5,763 | $713.5K | 0.22% | +30+0.5% | Added |
| Campion Asset Management LLC | 5,764 | $713.6K | 0.56% | 00.0% | Unchanged |
| CIC Wealth, LLC | 5,790 | $716.8K | 0.20% | +1,063+22.5% | Added |
| Owen LaRue, LLC | 5,795 | $717.5K | 0.44% | −68−1.2% | Reduced |
| Edentree Asset Management Ltd | 5,800 | $717.7K | 0.23% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 5,800 | $718.0K | 0.18% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,811 | $719.4K | 0.25% | −428−6.9% | Reduced |
| Main Street Research LLC | 5,775 | $719.4K | 0.05% | +313+5.7% | Added |
| MKT Advisors LLC | 5,712 | $720.0K | 0.36% | +114+2.0% | Added |
| Duff & Phelps Investment Management Co | 5,816 | $720.0K | 0.01% | −23,421−80.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,820 | $720.5K | 0.51% | −410−6.6% | Reduced |
| Enterprise Bank & Trust Co | 5,825 | $721.1K | 0.25% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,836 | $722.5K | 0.08% | −200−3.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,848 | $723.9K | 0.28% | +5,848 | New |
| Wagner Wealth Management, LLC | 5,852 | $724.5K | 0.22% | −504−7.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,874 | $727.2K | 0.25% | −289−4.7% | Reduced |
| JT Stratford LLC | 5,883 | $728.3K | 0.14% | −154−2.6% | Reduced |
| Capstone Wealth Management Group, LLC | 5,892 | $729.4K | 0.48% | +1,416+31.6% | Added |
| Mirador Capital Partners LP | 5,903 | $730.8K | 0.14% | −634−9.7% | Reduced |
| Sigma Investment Counselors Inc | 5,914 | $732.1K | 0.05% | +328+5.9% | Added |
| Absher Wealth Management, LLC | 5,936 | $734.9K | 0.10% | −430−6.8% | Reduced |