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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 7,868 | $974.1K | 0.22% | −2,451−23.8% | Reduced |
| Cassia Capital Partners, LLC | 7,878 | $975.3K | 0.64% | −705−8.2% | Reduced |
| Tower Wealth Partners, Inc. | 7,882 | $975.8K | 0.60% | +1,678+27.0% | Added |
| Prepared Retirement Institute LLC | 7,890 | $976.8K | 0.65% | −127−1.6% | Reduced |
| Garner Asset Management Corp | 7,893 | $977.0K | 0.48% | +557+7.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,899 | $977.9K | 0.84% | −550−6.5% | Reduced |
| Genesee Capital Advisors, LLC | 7,929 | $981.6K | 0.48% | +36+0.5% | Added |
| Cooper Financial Group | 7,940 | $983.0K | 0.14% | +270+3.5% | Added |
| Armstrong, Fleming & Moore, Inc | 7,962 | $985.7K | 0.63% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 7,964 | $985.9K | 0.53% | −60−0.7% | Reduced |
| Dorchester Wealth Management Co | 7,975 | $987.3K | 0.19% | −1,850−18.8% | Reduced |
| Citizens Business Bank | 7,988 | $988.9K | 0.21% | +2,128+36.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,000 | $990.4K | 0.64% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 8,022 | $993.0K | 0.10% | −43−0.5% | Reduced |
| Townsend & Associates, Inc | 7,932 | $993.5K | 0.11% | 00.0% | Unchanged |
| Baader Bank INC | 8,373 | $995.9K | 0.08% | +3,393+68.1% | Added |
| Staley Capital Advisers Inc | 8,045 | $996.0K | 0.05% | −122−1.5% | Reduced |
| Claret Asset Management Corp | 8,045 | $996.0K | 0.18% | +207+2.6% | Added |
| Compass Wealth Management LLC | 8,050 | $996.7K | 0.25% | +170+2.2% | Added |
| Legacy Capital Wealth Partners, LLC | 8,074 | $999.6K | 0.25% | +8,074 | New |
| Freemont Management S.A. | 8,100 | $1.00M | 0.58% | −39,600−83.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 8,099 | $1.00M | 0.04% | +3,388+71.9% | Added |
| Sawgrass Asset Management LLC | 8,105 | $1.00M | 0.11% | +2,771+51.9% | Added |
| Mendel Money Management | 8,106 | $1.00M | 0.47% | −70−0.9% | Reduced |
| Eisler Capital (US) LLC | 8,107 | $1.00M | 0.19% | +8,107 | New |
| Diversified, LLC | 8,112 | $1.00M | 0.12% | +1,750+27.5% | Added |
| Carr Financial Group Corp | 8,133 | $1.01M | 0.32% | +109+1.4% | Added |
| Sonoma Private Wealth LLC | 8,138 | $1.01M | 1.64% | −381−4.5% | Reduced |
| Apella Capital, LLC | 8,003 | $1.01M | 0.05% | +1,846+30.0% | Added |
| Barton Investment Management | 8,158 | $1.01M | 0.13% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 8,159 | $1.01M | 0.04% | −1,962−19.4% | Reduced |
| Arlington Trust Co LLC | 8,168 | $1.01M | 0.24% | +520+6.8% | Added |
| Vivaldi Capital Management, LLC | 8,184 | $1.01M | 0.29% | +385+4.9% | Added |
| Builder Investment Group Inc | 8,186 | $1.01M | 0.28% | −45−0.5% | Reduced |
| Verus Capital Partners, LLC | 8,237 | $1.02M | 0.11% | +1,170+16.6% | Added |
| Amussen Hunsaker Associates LLC | 8,217 | $1.02M | 0.17% | +6+0.1% | Added |
| Wunderlich Capital Managemnt | 8,221 | $1.02M | 0.45% | +494+6.4% | Added |
| Weinberger Asset Management, Inc | 8,231 | $1.02M | 0.48% | +39+0.5% | Added |
| Mosaic Financial Group, LLC | 8,231 | $1.02M | 0.73% | +202+2.5% | Added |
| Eldridge Investment Advisors, Inc. | 8,249 | $1.02M | 0.26% | +305+3.8% | Added |
| Dumont & Blake Investment Advisors LLC | 8,264 | $1.02M | 0.14% | +4,132+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 8,268 | $1.02M | 0.57% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,314 | $1.03M | 0.12% | +111+1.4% | Added |
| RFP Financial Group LLC | 8,316 | $1.03M | 0.38% | −130−1.5% | Reduced |
| Donald L. Hagan, LLC | 8,361 | $1.04M | 0.55% | −514−5.8% | Reduced |
| Greenfield Savings Bank | 8,363 | $1.04M | 0.53% | −141−1.7% | Reduced |
| Carl P. Sherr & Co., LLC | 8,368 | $1.04M | 0.58% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,372 | $1.04M | 0.15% | −9−0.1% | Reduced |
| Magnolia Capital Management Ltd | 8,400 | $1.04M | 0.87% | 00.0% | Unchanged |
| Athena Investment Management | 8,420 | $1.04M | 0.63% | −147−1.7% | Reduced |
| Townsend Asset Management Corp | 8,422 | $1.04M | 0.40% | +12+0.1% | Added |
| Matrix Private Capital Group LLC | 8,371 | $1.04M | 0.66% | +72+0.9% | Added |
| Westbourne Investment Advisors, Inc. | 8,425 | $1.04M | 0.38% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 8,434 | $1.04M | 0.82% | +34+0.4% | Added |
| Burns J W & Co Inc | 8,443 | $1.05M | 0.14% | −200−2.3% | Reduced |
| Optas, LLC | 8,452 | $1.05M | 0.27% | −182−2.1% | Reduced |
| Ami Asset Management Corp | 8,458 | $1.05M | 0.06% | −23−0.3% | Reduced |
| Professional Advisory Services Inc | 8,472 | $1.05M | 0.14% | −130−1.5% | Reduced |
| Port Capital LLC | 8,484 | $1.05M | 0.05% | +8+0.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,482 | $1.05M | 0.29% | +19+0.2% | Added |
| Aft, Forsyth & Company, Inc. | 8,487 | $1.05M | 0.54% | +550+6.9% | Added |
| Frisch Financial Group, Inc. | 8,488 | $1.05M | 0.32% | −75−0.9% | Reduced |
| David R. Rahn & Associates Inc. | 8,494 | $1.05M | 0.33% | +2,133+33.5% | Added |
| Venturi Wealth Management, LLC | 8,495 | $1.05M | 0.06% | +2,244+35.9% | Added |
| Redhawk Wealth Advisors, Inc. | 8,502 | $1.05M | 0.16% | −343−3.9% | Reduced |
| Allstate Corp | 8,514 | $1.05M | 0.09% | +5+0.1% | Added |
| Glen Eagle Advisors, LLC | 8,517 | $1.05M | 0.19% | −457−5.1% | Reduced |
| SOA Wealth Advisors, LLC. | 8,568 | $1.06M | 0.21% | −107−1.2% | Reduced |
| Cim Investment Mangement Inc | 8,573 | $1.06M | 0.33% | −78−0.9% | Reduced |
| Groesbeck Investment Management Corp | 8,578 | $1.06M | 1.47% | −162−1.9% | Reduced |
| Winthrop Advisory Group LLC | 8,582 | $1.06M | 0.14% | +850+11.0% | Added |
| Western Financial Corp | 8,589 | $1.06M | 0.64% | +30+0.4% | Added |
| Monument Capital Management | 8,608 | $1.07M | 0.31% | −160−1.8% | Reduced |
| West Coast Financial LLC | 8,635 | $1.07M | 0.13% | −115−1.3% | Reduced |
| Johnson & White Wealth Management, LLC | 8,644 | $1.07M | 1.02% | +532+6.6% | Added |
| Old North State Trust, LLC | 8,654 | $1.07M | 0.92% | +160+1.9% | Added |
| Principal Street Partners, LLC | 8,652 | $1.07M | 0.19% | −546−5.9% | Reduced |
| Chase Investment Counsel Corp | 8,660 | $1.07M | 0.38% | +300+3.6% | Added |
| Traphagen Investment Advisors LLC | 8,679 | $1.07M | 0.12% | +259+3.1% | Added |
| General Partner, Inc. | 8,686 | $1.08M | 0.69% | +42+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 8,695 | $1.08M | 0.54% | −30.0% | Reduced |
| Oxford Financial Group Ltd | 8,700 | $1.08M | 0.07% | +2,177+33.4% | Added |
| Alhambra Investment Partners LLC | 8,704 | $1.08M | 0.59% | +25+0.3% | Added |
| Fort Point Capital Partners LLC | 8,715 | $1.08M | 0.14% | −265−3.0% | Reduced |
| SFMG, LLC | 8,733 | $1.08M | 0.09% | −128−1.4% | Reduced |
| Rogco, LP | 8,738 | $1.08M | 0.44% | −66−0.7% | Reduced |
| Autumn Glory Partners, LLC | 8,750 | $1.08M | 0.55% | −1,189−12.0% | Reduced |
| My Legacy Advisors, LLC | 8,786 | $1.09M | 0.35% | −437−4.7% | Reduced |
| Hikari Tsushin, Inc. | 8,812 | $1.09M | 0.08% | 00.0% | Unchanged |
| Financial Insights, Inc. | 8,842 | $1.09M | 0.30% | −2,440−21.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,847 | $1.10M | 0.60% | −30.0% | Reduced |
| Crescent Grove Advisors, LLC | 8,794 | $1.10M | 0.12% | −6,113−41.0% | Reduced |
| Prentice Wealth Management LLC | 8,874 | $1.10M | 0.36% | −10−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 8,886 | $1.10M | 0.10% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 8,887 | $1.10M | 0.29% | −145−1.6% | Reduced |
| First Bank & Trust | 8,894 | $1.10M | 0.22% | −17−0.2% | Reduced |
| TruWealth Advisors, LLC | 8,908 | $1.10M | 0.07% | +344+4.0% | Added |
| Arnhold LLC | 8,942 | $1.11M | 0.12% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 8,795 | $1.11M | 0.54% | +8,795 | New |
| Fulton Breakefield Broenniman LLC | 8,947 | $1.11M | 0.08% | +635+7.6% | Added |