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 |
|---|---|---|---|---|---|
| Morton Capital Management LLC | 6,789 | $840.5K | 0.20% | +30+0.4% | Added |
| LVW Advisors, LLC | 6,792 | $840.9K | 0.12% | +328+5.1% | Added |
| Garrison Point Advisors, LLC | 6,808 | $842.8K | 0.56% | −451−6.2% | Reduced |
| Barrett & Company, Inc. | 6,810 | $843.1K | 0.38% | −70−1.0% | Reduced |
| Bangor Savings Bank | 6,854 | $848.5K | 0.08% | +339+5.2% | Added |
| Channel Wealth LLC | 6,880 | $851.7K | 0.31% | +6+0.1% | Added |
| MQS Management LLC | 6,895 | $853.6K | 0.52% | +6,895 | New |
| Lafayette Investments, Inc. | 6,908 | $855.2K | 0.19% | −26−0.4% | Reduced |
| Old Second National Bank of Aurora | 6,927 | $857.6K | 0.22% | −5−0.1% | Reduced |
| Successful Portfolios LLC | 6,943 | $859.5K | 0.60% | −181−2.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,944 | $859.8K | 0.40% | −11−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,955 | $861.0K | 0.09% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 6,970 | $862.9K | 0.21% | +877+14.4% | Added |
| Mirova | 6,987 | $865.0K | 0.16% | +5,210+293.2% | Added |
| Lockheed Martin Investment Management Co | 7,000 | $866.6K | 0.05% | +7,000 | New |
| Bedel Financial Consulting, Inc. | 7,001 | $866.7K | 0.13% | +741+11.8% | Added |
| Invesco, LLC | 7,001 | $866.7K | 0.36% | 00.0% | Unchanged |
| Park Place Capital Corp | 7,014 | $868.3K | 0.28% | −2,679−27.6% | Reduced |
| Magnus Financial Group LLC | 7,015 | $868.5K | 0.10% | −170−2.4% | Reduced |
| Monterey Private Wealth, Inc. | 7,027 | $869.9K | 0.33% | +401+6.1% | Added |
| Crescent Sterling, Ltd. | 7,090 | $877.8K | 0.84% | −171−2.4% | Reduced |
| Modern Wealth Management, LLC | 7,111 | $880.5K | 0.06% | +2,769+63.8% | Added |
| Baldwin Investment Management, LLC | 7,120 | $881.5K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 7,175 | $888.3K | 0.33% | +619+9.4% | Added |
| Signature Wealth Management Partners, LLC | 7,192 | $890.4K | 0.68% | −337−4.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,155 | $890.8K | 0.25% | +132+1.9% | Added |
| Cassaday & Co Wealth Management LLC | 7,206 | $892.1K | 0.03% | −1,308−15.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,192 | $895.9K | 0.12% | +1,165+19.3% | Added |
| Voya Financial Advisors, Inc. | 6,909 | $897.0K | 0.10% | −294−4.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 7,247 | $897.1K | 0.41% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 7,233 | $899.6K | 0.12% | +75+1.0% | Added |
| Grace & White Inc | 7,267 | $899.7K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 7,285 | $901.9K | 0.16% | +455+6.7% | Added |
| Ellenbecker Investment Group | 7,299 | $903.7K | 0.18% | +1,095+17.6% | Added |
| Systematic Financial Management LP | 7,300 | $903.7K | 0.03% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $903.7K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7,309 | $904.9K | 0.57% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 7,310 | $905.0K | 0.22% | −109−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,322 | $906.4K | 0.09% | +1,419+24.0% | Added |
| Root Financial Partners, LLC | 7,330 | $907.4K | 0.21% | +5,353+270.8% | Added |
| Waddell & Associates, LLC | 7,330 | $907.5K | 0.12% | +30.0% | Added |
| Howard Financial Services, Ltd. | 7,347 | $909.5K | 0.15% | +94+1.3% | Added |
| Vestor Capital, LLC | 7,352 | $910.0K | 0.07% | −360−4.7% | Reduced |
| Pring Turner Capital Group Inc | 7,355 | $910.5K | 0.64% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,366 | $911.9K | 0.13% | +28+0.4% | Added |
| Pictet North America Advisors SA | 7,375 | $913.0K | 0.10% | 00.0% | Unchanged |
| MWA Asset Management | 7,384 | $914.1K | 0.65% | 00.0% | Unchanged |
| Terry L. Blaker | 7,398 | $915.9K | 0.04% | +2,644+55.6% | Added |
| Alta Advisers Ltd | 7,420 | $918.6K | 0.44% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 7,421 | $918.8K | 0.44% | −208−2.7% | Reduced |
| Beddow Capital Management Inc | 7,420 | $919.0K | 0.40% | −19,519−72.5% | Reduced |
| BCJ Capital Management, LLC | 7,439 | $920.9K | 0.07% | −3,334−30.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,442 | $921.3K | 0.64% | −316−4.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 7,446 | $921.8K | 0.48% | +252+3.5% | Added |
| Sather Financial Group Inc | 7,451 | $922.4K | 0.06% | 00.0% | Unchanged |
| Insight 2811, Inc. | 7,468 | $924.5K | 0.48% | −42−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 7,492 | $927.5K | 0.17% | −2,220−22.9% | Reduced |
| SignalPoint Asset Management, LLC | 7,509 | $929.6K | 0.25% | 00.0% | Unchanged |
| Capital Advisors Inc | 7,516 | $930.5K | 0.02% | +201+2.7% | Added |
| MGB Wealth Management, LLC | 7,280 | $934.0K | 0.35% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 7,579 | $938.0K | 0.20% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 7,578 | $938.2K | 0.40% | +4,591+153.7% | Added |
| Cromwell Holdings LLC | 7,547 | $940.1K | 0.56% | +7,547 | New |
| Valley Brook Capital Group | 7,607 | $941.7K | 0.73% | +25+0.3% | Added |
| Gray Private Wealth, LLC | 7,624 | $943.9K | 0.60% | −24−0.3% | Reduced |
| Crumly & Associates Inc. | 7,626 | $944.1K | 0.27% | −65−0.8% | Reduced |
| Resolute Wealth Strategies, LLC | 7,629 | $944.4K | 0.54% | −83−1.1% | Reduced |
| Verity Asset Management, Inc. | 7,637 | $945.5K | 0.37% | +20.0% | Added |
| Red Wave Investments LLC | 7,643 | $946.2K | 0.35% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,649 | $947.0K | 0.11% | −27−0.4% | Reduced |
| Eagle Bay Advisors LLC | 7,608 | $947.7K | 0.57% | +1,583+26.3% | Added |
| Wexford Capital LP | 7,667 | $949.2K | 0.24% | −41,135−84.3% | Reduced |
| Granite Investment Partners, LLC | 7,667 | $949.2K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,632 | $950.7K | 0.13% | +312+4.3% | Added |
| US Asset Management LLC | 7,681 | $951.0K | 0.86% | −262−3.3% | Reduced |
| Concentric Capital Strategies, LP | 7,684 | $951.3K | 0.06% | −58,954−88.5% | Reduced |
| First Commonwealth Financial Corp | 7,688 | $951.8K | 0.25% | +398+5.5% | Added |
| Quadrant Private Wealth Management, LLC | 7,651 | $953.0K | 0.22% | −10,971−58.9% | Reduced |
| Sachetta, LLC | 8,274 | $953.5K | 0.41% | +12+0.1% | Added |
| Kolinsky Wealth Management, LLC | 7,709 | $954.3K | 0.68% | +343+4.7% | Added |
| Edgewood Management LLC | 7,718 | $955.5K | 0.00% | 00.0% | Unchanged |
| Willner & Heller, LLC | 7,718 | $955.5K | 0.92% | −212−2.7% | Reduced |
| Graham Capital Management, L.P. | 7,723 | $956.1K | 0.03% | +7,723 | New |
| KC Investment Advisors, LLC | 7,743 | $958.5K | 0.48% | −464−5.7% | Reduced |
| Old Mission Investment Co LLC | 7,749 | $959.4K | 0.31% | +9+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,775 | $962.5K | 0.48% | −628−7.5% | Reduced |
| Longfellow Investment Management Co LLC | 7,776 | $962.7K | 0.24% | +51+0.7% | Added |
| King Wealth | 7,776 | $963.0K | 0.16% | +362+4.9% | Added |
| Sunburst Financial Group, LLC | 7,781 | $963.2K | 0.26% | −117−1.5% | Reduced |
| Van Strum & Towne Inc. | 7,793 | $964.8K | 0.35% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7,793 | $964.8K | 0.20% | +10.0% | Added |
| Delta Investment Management, LLC | 7,806 | $966.4K | 0.21% | +1,262+19.3% | Added |
| Inceptionr LLC | 7,812 | $967.1K | 0.27% | +7,812 | New |
| Atom Investors LP | 7,820 | $968.1K | 0.10% | −5,969−43.3% | Reduced |
| Tyche Wealth Partners LLC | 7,833 | $969.7K | 0.24% | −1,609−17.0% | Reduced |
| Unique Wealth, LLC | 7,841 | $970.7K | 0.25% | +1,368+21.1% | Added |
| NFP Retirement, Inc. | 7,846 | $971.3K | 0.08% | −21−0.3% | Reduced |
| Lederer & Associates Investment Counsel | 7,849 | $972.0K | 0.70% | −880−10.1% | Reduced |
| Old Port Advisors | 7,852 | $972.1K | 0.29% | +909+13.1% | Added |
| DRW Securities, LLC | 7,677 | $972.3K | 0.06% | −11,248−59.4% | Reduced |