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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 5,939 | $735.3K | 0.62% | −31−0.5% | Reduced |
| Crew Capital Management, Ltd. | 5,941 | $735.5K | 0.59% | +125+2.1% | Added |
| Davidson Trust Co | 5,949 | $736.5K | 0.51% | +28+0.5% | Added |
| Garde Capital, Inc. | 5,956 | $737.0K | 0.05% | −133−2.2% | Reduced |
| Beacon Capital Management, LLC | 5,961 | $737.9K | 0.14% | +138+2.4% | Added |
| Cohen Capital Management, Inc. | 5,967 | $738.7K | 0.13% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 5,777 | $738.9K | 0.30% | +126+2.2% | Added |
| Perkins Coie Trust Co | 5,980 | $740.3K | 0.17% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,001 | $743.0K | 0.42% | +306+5.4% | Added |
| Lathrop Investment Management Corp | 6,012 | $744.0K | 0.15% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 6,011 | $744.0K | 0.12% | 00.0% | Unchanged |
| Accel Wealth Management | 6,012 | $744.3K | 0.30% | +1,099+22.4% | Added |
| Robinson Smith Wealth Advisors LLC | 6,039 | $747.7K | 0.66% | +16+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,053 | $749.0K | 0.24% | +1,032+20.6% | Added |
| Laurel Wealth Advisors LLC | 6,054 | $749.5K | 0.13% | +120+2.0% | Added |
| Financial Security Advisor, Inc. | 6,020 | $749.9K | 0.25% | +12+0.2% | Added |
| Sanders Morris Harris LLC | 6,066 | $751.0K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 6,069 | $751.4K | 0.30% | −369−5.7% | Reduced |
| New Covenant Trust Company, N.A. | 5,983 | $752.5K | 0.87% | −137−2.2% | Reduced |
| Benchmark Investment Advisors LLC | 6,079 | $752.6K | 0.54% | +1,710+39.1% | Added |
| Tempus Wealth Planning, LLC | 6,116 | $757.2K | 0.32% | +411+7.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,121 | $757.8K | 0.28% | +1,245+25.5% | Added |
| Oxford Asset Management LLP | 6,125 | $758.3K | 0.75% | +6,125 | New |
| Austin Private Wealth, LLC | 6,130 | $758.9K | 0.08% | +316+5.4% | Added |
| Savvy Advisors, Inc. | 6,135 | $759.5K | 0.25% | +3,285+115.3% | Added |
| First American Trust, FSB | 6,144 | $760.6K | 0.08% | +255+4.3% | Added |
| Certified Advisory Corp | 6,146 | $760.9K | 0.10% | +554+9.9% | Added |
| Green Square Capital Advisors LLC | 6,148 | $761.1K | 0.11% | −17,768−74.3% | Reduced |
| SRS Capital Advisors, Inc. | 6,148 | $761.2K | 0.07% | +885+16.8% | Added |
| Copperwynd Financial, LLC | 6,729 | $761.3K | 0.25% | +459+7.3% | Added |
| Nicolet Bankshares Inc | 6,188 | $766.1K | 0.19% | −62−1.0% | Reduced |
| TFG Advisers LLC | 6,188 | $766.1K | 0.30% | +200+3.3% | Added |
| Holistic Planning, LLC | 5,807 | $766.2K | 0.59% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 6,195 | $766.9K | 0.28% | +6,195 | New |
| Perennial Investment Advisors, LLC | 6,195 | $767.1K | 0.11% | +8+0.1% | Added |
| Greater Midwest Financial Group, LLC | 6,780 | $770.0K | 0.49% | +68+1.0% | Added |
| HTLF Bank | 6,223 | $770.4K | 0.09% | −589−8.6% | Reduced |
| Knollwood Investment Advisory, LLC | 6,226 | $770.8K | 0.09% | +6,226 | New |
| Investment Partners, Ltd. | 6,231 | $771.4K | 0.35% | −123−1.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,234 | $771.7K | 0.31% | +185+3.1% | Added |
| Pinnacle Bancorp, Inc. | 6,234 | $771.8K | 0.23% | −180−2.8% | Reduced |
| Keynote Financial Services LLC | 6,234 | $771.8K | 0.65% | 00.0% | Unchanged |
| Barr E S & Co | 6,234 | $771.8K | 0.05% | −416−6.3% | Reduced |
| Harfst & Associates, Inc. | 6,245 | $773.2K | 0.18% | −466−6.9% | Reduced |
| Addison Advisors LLC | 6,246 | $773.3K | 0.25% | +331+5.6% | Added |
| Chemistry Wealth Management LLC | 6,251 | $773.9K | 0.20% | +519+9.1% | Added |
| Commonwealth Financial Services, LLC | 6,165 | $775.5K | 0.16% | +145+2.4% | Added |
| Nadler Financial Group, Inc. | 6,264 | $775.5K | 0.09% | +7+0.1% | Added |
| RB Capital Management, LLC | 6,267 | $775.9K | 0.20% | −753−10.7% | Reduced |
| Ignite Planners, LLC | 6,142 | $776.6K | 0.19% | +835+15.7% | Added |
| Westshore Wealth, LLC | 6,281 | $777.5K | 0.32% | −125−2.0% | Reduced |
| Intrua Financial, LLC | 6,293 | $779.1K | 0.13% | −2,641−29.6% | Reduced |
| Prossimo Advisors, LLC | 6,320 | $782.0K | 0.71% | −43−0.7% | Reduced |
| Moseley Investment Management Inc | 6,328 | $783.5K | 0.36% | −194−3.0% | Reduced |
| Congress Park Capital LLC | 6,331 | $783.8K | 0.31% | +21+0.3% | Added |
| JJJ Advisors Inc. | 6,328 | $784.5K | 0.16% | +444+7.5% | Added |
| Altus Wealth Management, LLC | 6,342 | $785.1K | 0.38% | −103−1.6% | Reduced |
| ABLE Financial Group, LLC | 6,347 | $785.8K | 0.28% | +1,133+21.7% | Added |
| Wealth Alliance Advisory Group, LLC | 6,360 | $787.4K | 0.18% | −1,224−16.1% | Reduced |
| Laidlaw Wealth Management LLC | 6,381 | $790.0K | 0.43% | +1,625+34.2% | Added |
| Canton Hathaway, LLC | 6,398 | $792.0K | 0.22% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 6,315 | $792.2K | 0.19% | +6,315 | New |
| Optimum Investment Advisors | 6,400 | $792.3K | 0.36% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 6,402 | $792.6K | 0.23% | −175−2.7% | Reduced |
| Strategic Wealth Designers | 6,197 | $792.6K | 0.10% | +6,197 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,417 | $794.5K | 0.04% | +38+0.6% | Added |
| O'Rourke & Company, Inc | 6,425 | $795.0K | 0.45% | +6+0.1% | Added |
| Somerset Trust Co | 6,423 | $795.2K | 0.33% | +210+3.4% | Added |
| Ethos Financial Group, LLC | 6,391 | $796.0K | 0.14% | −320−4.8% | Reduced |
| Olistico Wealth, LLC | 6,461 | $799.9K | 0.51% | +397+6.5% | Added |
| Cottonwood Capital Advisors, LLC | 6,349 | $800.2K | 0.63% | −39−0.6% | Reduced |
| Close Asset Management Ltd | 6,468 | $801.0K | 0.03% | +1,004+18.4% | Added |
| Blackston Financial Advisory Group, LLC | 6,477 | $801.9K | 0.45% | +4,528+232.3% | Added |
| Fortitude Advisory Group L.L.C. | 6,483 | $802.5K | 0.48% | +488+8.1% | Added |
| Sivia Capital Partners, LLC | 6,484 | $802.7K | 0.54% | −614−8.7% | Reduced |
| MSH Capital Advisors LLC | 6,540 | $809.6K | 0.27% | +44+0.7% | Added |
| IFG Advisors, LLC | 6,551 | $811.0K | 0.19% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,562 | $812.4K | 0.08% | +467+7.7% | Added |
| Summit Asset Management, LLC | 6,568 | $813.1K | 0.17% | +1,057+19.2% | Added |
| Ifrah Financial Services, Inc. | 6,581 | $814.7K | 0.23% | −629−8.7% | Reduced |
| KG&L Capital Management,LLC | 6,645 | $819.8K | 0.28% | +54+0.8% | Added |
| Clarus Group, Inc. | 6,623 | $819.9K | 0.36% | +208+3.2% | Added |
| Opus Capital Group, LLC | 6,634 | $821.0K | 0.12% | +141+2.2% | Added |
| Onefund, LLC | 6,632 | $821.0K | 0.89% | +60+0.9% | Added |
| Family Firm, Inc. | 6,640 | $822.0K | 0.18% | +25+0.4% | Added |
| Vista Wealth Management Group, LLC | 6,653 | $823.7K | 0.06% | +1,424+27.2% | Added |
| Red Mountain Financial, LLC | 6,671 | $825.9K | 1.00% | +6,671 | New |
| Intelligence Driven Advisers, LLC | 6,674 | $826.2K | 0.12% | +6,674 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,680 | $827.0K | 0.33% | +279+4.4% | Added |
| Neumann Capital Management, LLC | 6,685 | $827.6K | 0.28% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 6,698 | $829.2K | 0.59% | +1,297+24.0% | Added |
| CSS LLC | 6,700 | $829.5K | 0.06% | −1,988−22.9% | Reduced |
| Sonata Capital Group Inc | 6,705 | $830.0K | 0.43% | +20.0% | Added |
| Heritage Financial Services, LLC | 6,730 | $833.2K | 0.12% | +2,949+78.0% | Added |
| FSM Wealth Advisors, LLC | 6,756 | $836.4K | 0.28% | +20+0.3% | Added |
| BOK Financial Private Wealth, Inc. | 6,720 | $837.1K | 0.06% | +195+3.0% | Added |
| Asset Management Group, Inc. | 6,767 | $837.8K | 0.16% | +247+3.8% | Added |
| Sweeney & Michel, LLC | 6,652 | $838.4K | 0.36% | +28+0.4% | Added |
| Cross Staff Investments Inc | 6,775 | $838.7K | 0.70% | +65+1.0% | Added |
| Silver Oak Securities, Inc | 6,777 | $839.0K | 0.13% | +1,038+18.1% | Added |