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 |
|---|---|---|---|---|---|
| Lipe & Dalton | 11,929 | $1.48M | 0.79% | +20.0% | Added |
| Magnolia Capital Advisors LLC | 11,933 | $1.48M | 0.83% | −5,707−32.4% | Reduced |
| Widmann Financial Services, Inc. | 11,938 | $1.48M | 1.20% | −100−0.8% | Reduced |
| Interchange Capital Partners, LLC | 11,975 | $1.48M | 0.55% | +9,936+487.3% | Added |
| Hilltop Partners LLC | 11,984 | $1.48M | 0.55% | +1,331+12.5% | Added |
| Verdad Advisers, LP | 11,988 | $1.48M | 1.71% | −224−1.8% | Reduced |
| VeraBank, N.A. | 12,009 | $1.49M | 0.46% | −100−0.8% | Reduced |
| Washington Capital Management Inc | 12,018 | $1.49M | 1.26% | −1,700−12.4% | Reduced |
| Aspire Private Capital, LLC | 12,033 | $1.49M | 0.38% | +833+7.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 12,043 | $1.49M | 1.42% | −283−2.3% | Reduced |
| Lebenthal Global Advisors, LLC | 12,077 | $1.50M | 0.33% | +485+4.2% | Added |
| NWF Advisory Services Inc. | 12,076 | $1.50M | 0.24% | −71−0.6% | Reduced |
| Vista Investment Management | 12,082 | $1.50M | 0.61% | −151−1.2% | Reduced |
| Physicians Financial Services, Inc. | 12,095 | $1.50M | 0.49% | 00.0% | Unchanged |
| City State Bank | 12,104 | $1.50M | 0.61% | −50−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.50M | 0.71% | 00.0% | Unchanged |
| Clean Yield Group | 12,125 | $1.50M | 0.56% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,134 | $1.50M | 0.38% | −76−0.6% | Reduced |
| OV Management LLC | 12,154 | $1.50M | 1.05% | +154+1.3% | Added |
| Farmers National Bank | 12,156 | $1.50M | 0.45% | −101−0.8% | Reduced |
| Platform Technology Partners | 12,158 | $1.51M | 0.52% | +12,158 | New |
| Archford Capital Strategies, LLC | 12,171 | $1.51M | 0.24% | −182−1.5% | Reduced |
| Abacus Planning Group, Inc. | 12,174 | $1.51M | 0.29% | +1,116+10.1% | Added |
| M. Kraus & Co | 12,204 | $1.51M | 0.46% | −188−1.5% | Reduced |
| Knuff & Co LLC | 12,220 | $1.51M | 0.49% | −50−0.4% | Reduced |
| Pictet Bank & Trust Ltd | 12,220 | $1.51M | 1.54% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 12,234 | $1.51M | 0.76% | −172−1.4% | Reduced |
| Trilogy Capital Inc. | 12,262 | $1.52M | 0.08% | +6,360+107.8% | Added |
| Brave Asset Management Inc | 12,295 | $1.52M | 0.39% | +531+4.5% | Added |
| Childress Capital Advisors, LLC | 12,316 | $1.52M | 0.43% | +1,325+12.1% | Added |
| First National Corp | 12,322 | $1.53M | 0.36% | −215−1.7% | Reduced |
| Barlow Wealth Partners, Inc. | 12,116 | $1.53M | 0.21% | +21+0.2% | Added |
| Dover Advisors, LLC | 12,334 | $1.53M | 0.94% | +1,957+18.9% | Added |
| Wealth Management Associates, Inc. | 12,347 | $1.53M | 0.72% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,287 | $1.53M | 0.60% | −45−0.3% | Reduced |
| Wolff Financial Management LLC | 12,383 | $1.53M | 1.13% | +10.0% | Added |
| Resurgent Financial Advisors LLC | 12,388 | $1.53M | 0.95% | −586−4.5% | Reduced |
| Leo Wealth, LLC | 12,246 | $1.54M | 0.16% | −111−0.9% | Reduced |
| First Financial Corp | 12,435 | $1.54M | 0.78% | −214−1.7% | Reduced |
| Summit Wealth Partners, LLC | 12,484 | $1.55M | 0.32% | +10.0% | Added |
| Schulhoff & Co Inc | 12,488 | $1.55M | 0.70% | +40+0.3% | Added |
| Strong Tower Advisory Services | 12,491 | $1.55M | 0.51% | +3,115+33.2% | Added |
| World Equity Group, Inc. | 12,492 | $1.55M | 0.46% | +850+7.3% | Added |
| Keudell/Morrison Wealth Management | 12,504 | $1.55M | 0.45% | −117−0.9% | Reduced |
| LM Advisors LLC | 12,516 | $1.55M | 0.00% | −1,784−12.5% | Reduced |
| ACR Alpine Capital Research, LLC | 12,514 | $1.55M | 0.05% | −5,219−29.4% | Reduced |
| Pacific Capital Partners Ltd | 12,612 | $1.56M | 1.03% | +1,342+11.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 12,641 | $1.56M | 0.52% | +357+2.9% | Added |
| Pullen Investment Management, LLC | 12,686 | $1.57M | 1.30% | −9,659−43.2% | Reduced |
| Visionary Wealth Advisors | 12,702 | $1.57M | 0.10% | −126−1.0% | Reduced |
| Wealth Effects LLC | 12,730 | $1.58M | 0.57% | −170−1.3% | Reduced |
| Barry Investment Advisors, LLC | 12,662 | $1.58M | 0.53% | −31−0.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.58M | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 12,171 | $1.58M | 0.02% | +2,752+29.2% | Added |
| DGS Capital Management, LLC | 12,773 | $1.58M | 0.44% | +2,652+26.2% | Added |
| MJP Associates Inc | 12,794 | $1.58M | 0.33% | +208+1.7% | Added |
| Quotient Wealth Partners, LLC | 12,827 | $1.59M | 0.06% | +3,338+35.2% | Added |
| MidWestOne Financial Group, Inc. | 12,854 | $1.59M | 0.29% | +70+0.5% | Added |
| Hartford Funds Management Co LLC | 12,866 | $1.59M | 0.15% | +1,079+9.2% | Added |
| Everhart Financial Group, Inc. | 12,873 | $1.59M | 0.41% | +1,355+11.8% | Added |
| Centaurus Financial, Inc. | 12,878 | $1.59M | 0.11% | +178+1.4% | Added |
| Occidental Asset Management, LLC | 12,887 | $1.60M | 0.28% | +1,134+9.6% | Added |
| Navalign, LLC | 12,922 | $1.60M | 0.50% | +348+2.8% | Added |
| Delphi Management Inc | 12,951 | $1.60M | 1.31% | −96−0.7% | Reduced |
| Cornerstone Advisory, LLC | 12,964 | $1.60M | 0.23% | −640−4.7% | Reduced |
| Pingora Partners LLC | 12,979 | $1.61M | 1.14% | −300−2.3% | Reduced |
| Cape Ann Savings Bank | 12,979 | $1.61M | 1.00% | −230−1.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.61M | 0.55% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13,008 | $1.61M | 0.69% | +279+2.2% | Added |
| Regal Investment Advisors LLC | 13,014 | $1.61M | 0.11% | +113+0.9% | Added |
| KLCM Advisors, Inc. | 13,064 | $1.62M | 0.20% | +206+1.6% | Added |
| Heritage Wealth Management, LLC | 13,065 | $1.62M | 0.90% | −1,245−8.7% | Reduced |
| Heritage Family Offices, LLP | 13,065 | $1.62M | 0.90% | +13,065 | New |
| Old North State Wealth Management, LLC | 13,098 | $1.62M | 1.07% | +640+5.1% | Added |
| Harmony Asset Management LLC | 13,116 | $1.62M | 0.68% | −5,060−27.8% | Reduced |
| Patriot Investment Management Inc. | 13,123 | $1.62M | 0.13% | −519−3.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 13,126 | $1.63M | 1.54% | +414+3.3% | Added |
| Teza Capital Management LLC | 13,196 | $1.63M | 0.20% | +9,785+286.9% | Added |
| Aaron Wealth Advisors | 13,198 | $1.63M | 0.23% | +1,021+8.4% | Added |
| Centennial Bank | 13,238 | $1.64M | 0.80% | −121−0.9% | Reduced |
| Gilman Hill Asset Management, LLC | 13,243 | $1.64M | 0.30% | +1,175+9.7% | Added |
| Strategic Advisors LLC | 13,244 | $1.64M | 0.32% | −400−2.9% | Reduced |
| Winthrop Capital Management, LLC | 13,243 | $1.64M | 0.82% | +218+1.7% | Added |
| Peak Planning Group, LLC | 13,258 | $1.64M | 0.81% | +2,513+23.4% | Added |
| Mirae Asset Securities (USA) Inc. | 13,306 | $1.65M | 0.11% | +13,306 | New |
| LVM Capital Management Ltd | 13,311 | $1.65M | 0.19% | +46+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 13,321 | $1.65M | 0.16% | +775+6.2% | Added |
| DeDora Capital, Inc. | 13,326 | $1.65M | 0.51% | −333−2.4% | Reduced |
| Doliver Advisors, LP | 13,333 | $1.65M | 0.46% | −99−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 13,336 | $1.65M | 0.13% | −451−3.3% | Reduced |
| Simon Quick Advisors, LLC | 13,362 | $1.65M | 0.12% | +2,032+17.9% | Added |
| Berger Financial Group, Inc | 13,414 | $1.66M | 0.13% | +195+1.5% | Added |
| MB, Levis & Associates, LLC | 13,422 | $1.66M | 0.87% | +20+0.1% | Added |
| Nia Impact Advisors, LLC | 13,441 | $1.66M | 0.60% | +26+0.2% | Added |
| Processus Wealth & Capital Management, LLC | 13,456 | $1.67M | 1.38% | +333+2.5% | Added |
| Loudon Investment Management, LLC | 13,458 | $1.67M | 0.98% | −75−0.6% | Reduced |
| Journey Strategic Wealth LLC | 13,481 | $1.67M | 0.07% | +3,012+28.8% | Added |
| DMG Group, LLC | 13,535 | $1.68M | 1.44% | −904−6.3% | Reduced |
| Colonial Trust Co | 13,555 | $1.68M | 0.30% | −488−3.5% | Reduced |
| Bill Few Associates, Inc. | 13,565 | $1.68M | 0.64% | +1,559+13.0% | Added |