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 |
|---|---|---|---|---|---|
| 17 Capital Partners, LLC | 13,610 | $1.68M | 1.20% | +308+2.3% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.69M | 2.71% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 13,650 | $1.69M | 0.54% | +1,299+10.5% | Added |
| Hudson Canyon Capital Management | 13,652 | $1.69M | 1.14% | −1,848−11.9% | Reduced |
| PDS Planning, Inc | 13,664 | $1.69M | 0.17% | +1,044+8.3% | Added |
| Redwood Investment Management, LLC | 13,895 | $1.70M | 0.15% | +56+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 13,734 | $1.70M | 1.68% | +13,734 | New |
| Pine Haven Investment Counsel, Inc | 13,752 | $1.70M | 1.46% | −40−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 13,756 | $1.70M | 0.96% | +396+3.0% | Added |
| ROI Financial Advisors, LLC | 13,759 | $1.70M | 1.24% | +337+2.5% | Added |
| CRA Financial Services, LLC | 13,787 | $1.71M | 0.34% | −285−2.0% | Reduced |
| Moloney Securities Asset Management, LLC | 13,793 | $1.71M | 0.25% | −408−2.9% | Reduced |
| MTM Investment Management, LLC | 13,848 | $1.71M | 0.70% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,865 | $1.72M | 0.25% | +142+1.0% | Added |
| Transcendent Capital Group LLC | 13,887 | $1.72M | 0.99% | +12,289+769.0% | Added |
| Auxano Advisors, LLC | 13,928 | $1.72M | 0.48% | +276+2.0% | Added |
| Charles Schwab Trust Co | 13,932 | $1.72M | 0.16% | +973+7.5% | Added |
| Marex Group plc | 14,042 | $1.74M | 0.05% | −42,025−75.0% | Reduced |
| Bigelow Investment Advisors, LLC | 14,054 | $1.74M | 0.83% | −335−2.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,070 | $1.74M | 0.71% | −11,767−45.5% | Reduced |
| Lindenwold Advisors | 14,077 | $1.74M | 0.93% | −96−0.7% | Reduced |
| Sargent Investment Group, LLC | 14,085 | $1.74M | 0.36% | +1,328+10.4% | Added |
| Maven Securities LTD | 14,090 | $1.74M | 0.27% | −11,381−44.7% | Reduced |
| Register Financial Advisors LLC | 14,099 | $1.75M | 0.88% | −18−0.1% | Reduced |
| Bull Street Advisors, LLC | 14,123 | $1.75M | 0.84% | −67−0.5% | Reduced |
| Janney Capital Management LLC | 14,164 | $1.75M | 0.12% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 14,174 | $1.75M | 0.25% | +2,032+16.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,202 | $1.76M | 1.21% | −4,563−24.3% | Reduced |
| Greenwood Capital Associates LLC | 14,231 | $1.76M | 0.23% | −590−4.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 14,235 | $1.76M | 0.70% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 13,460 | $1.76M | 0.76% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14,280 | $1.77M | 0.18% | +101+0.7% | Added |
| Grove Bank & Trust | 14,298 | $1.77M | 0.28% | +353+2.5% | Added |
| Delta Asset Management LLC | 14,365 | $1.78M | 0.16% | −155−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 14,421 | $1.79M | 1.13% | −556−3.7% | Reduced |
| BSW Wealth Partners | 14,430 | $1.79M | 0.29% | −201−1.4% | Reduced |
| Scientech Research LLC | 14,450 | $1.79M | 0.37% | +14,450 | New |
| Hendershot Investments Inc. | 14,457 | $1.79M | 0.26% | −1,299−8.2% | Reduced |
| Portland Global Advisors LLC | 14,464 | $1.79M | 0.24% | −300−2.0% | Reduced |
| Lantz Financial LLC | 14,500 | $1.80M | 0.56% | +42+0.3% | Added |
| Wealth Architects, LLC | 14,530 | $1.80M | 0.22% | −242−1.6% | Reduced |
| Capital International Sarl | 14,553 | $1.80M | 0.06% | +12,526+618.0% | Added |
| Stiles Financial Services Inc | 14,555 | $1.80M | 0.69% | +116+0.8% | Added |
| Riverview Trust Co | 14,590 | $1.81M | 1.71% | −11,700−44.5% | Reduced |
| E&G Advisors, LP | 14,598 | $1.81M | 0.53% | +80+0.6% | Added |
| Doheny Asset Management | 14,640 | $1.81M | 1.29% | −217−1.5% | Reduced |
| Wimmer Associates 1, LLC | 14,647 | $1.81M | 0.93% | −45−0.3% | Reduced |
| Maple Capital Management, Inc. | 14,688 | $1.82M | 0.15% | −591−3.9% | Reduced |
| Buckingham Capital Management, Inc. | 14,767 | $1.83M | 0.22% | +90+0.6% | Added |
| First Foundation Advisors | 14,775 | $1.83M | 0.07% | −705−4.6% | Reduced |
| Shore Point Advisors, LLC | 14,787 | $1.83M | 1.04% | −391−2.6% | Reduced |
| Alaethes Wealth LLC | 14,710 | $1.83M | 0.76% | −2,728−15.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,336 | $1.83M | 1.58% | −1,332−8.5% | Reduced |
| Redwood Wealth Management Group, LLC | 14,829 | $1.84M | 1.38% | −116−0.8% | Reduced |
| Matrix Trust Co | 14,879 | $1.84M | 0.42% | +406+2.8% | Added |
| Portside Wealth Group, LLC | 14,950 | $1.85M | 0.35% | −1,620−9.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 15,056 | $1.86M | 1.58% | −2,223−12.9% | Reduced |
| Belpointe Asset Management LLC | 15,100 | $1.87M | 0.13% | +1,137+8.1% | Added |
| Center for Financial Planning, Inc. | 15,163 | $1.88M | 0.27% | +195+1.3% | Added |
| Cascade Financial Partners, LLC | 15,172 | $1.88M | 0.25% | −441−2.8% | Reduced |
| Norden Group LLC | 15,176 | $1.88M | 0.38% | +844+5.9% | Added |
| Nwam LLC | 15,188 | $1.88M | 0.55% | +525+3.6% | Added |
| Total Clarity Wealth Management, Inc. | 15,194 | $1.88M | 0.65% | −1,220−7.4% | Reduced |
| WCG Wealth Advisors LLC | 15,245 | $1.89M | 0.14% | +1,870+14.0% | Added |
| Hardy Reed LLC | 15,283 | $1.89M | 0.19% | +15,283 | New |
| Value Partners Investments Inc. | 15,293 | $1.89M | 0.16% | −33,679−68.8% | Reduced |
| Huber Capital Management LLC | 15,293 | $1.89M | 0.43% | −5,100−25.0% | Reduced |
| WBH Advisory Inc | 15,294 | $1.89M | 0.19% | −641−4.0% | Reduced |
| Coastal Investment Advisors, Inc. | 15,302 | $1.89M | 0.37% | +940+6.5% | Added |
| Telos Capital Management, Inc. | 15,321 | $1.90M | 0.21% | +515+3.5% | Added |
| David Loasby | 14,915 | $1.90M | 0.18% | +413+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,344 | $1.90M | 0.27% | −75−0.5% | Reduced |
| Global Trust Asset Management, LLC | 15,354 | $1.90M | 0.77% | −975−6.0% | Reduced |
| WMS Partners, LLC | 15,360 | $1.90M | 0.12% | −207−1.3% | Reduced |
| Salvus Wealth Management, LLC | 15,364 | $1.90M | 1.31% | +96+0.6% | Added |
| Donoghue Forlines LLC | 15,389 | $1.91M | 0.54% | +17+0.1% | Added |
| BCS Wealth Management | 15,409 | $1.91M | 0.93% | +607+4.1% | Added |
| Private Management Group Inc | 15,464 | $1.91M | 0.07% | −249−1.6% | Reduced |
| Navellier & Associates Inc | 15,479 | $1.92M | 0.22% | −86−0.6% | Reduced |
| St. Louis Trust Co | 15,488 | $1.92M | 0.29% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 15,497 | $1.92M | 0.70% | −792−4.9% | Reduced |
| Sunflower Bank, N.A. | 15,507 | $1.92M | 0.45% | −115−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 15,521 | $1.92M | 0.33% | +1,178+8.2% | Added |
| Everpar Advisors LLC | 15,547 | $1.92M | 0.96% | +1,537+11.0% | Added |
| Tradewinds, LLC. | 15,548 | $1.92M | 0.59% | +5,418+53.5% | Added |
| Atlas Brown,Inc. | 15,598 | $1.93M | 0.69% | −841−5.1% | Reduced |
| Borer Denton & Associates, Inc. | 15,613 | $1.93M | 0.70% | 00.0% | Unchanged |
| Wealth Alliance | 15,640 | $1.94M | 0.25% | −742−4.5% | Reduced |
| Bank & Trust Co | 15,681 | $1.94M | 1.65% | +15,681 | New |
| Colton Groome Financial Advisors, LLC | 15,711 | $1.95M | 0.77% | −3,585−18.6% | Reduced |
| Hoey Investments, Inc | 15,722 | $1.95M | 0.37% | −1,282−7.5% | Reduced |
| Gryphon Financial Partners LLC | 15,732 | $1.95M | 0.29% | +875+5.9% | Added |
| Exchange Bank | 15,744 | $1.95M | 1.66% | −271−1.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 15,758 | $1.95M | 0.54% | +3,616+29.8% | Added |
| Saxon Interests, Inc. | 15,822 | $1.96M | 0.93% | +701+4.6% | Added |
| Wealth Dimensions Group, Ltd. | 15,834 | $1.96M | 0.56% | −613−3.7% | Reduced |
| Gables Capital Management Inc. | 15,837 | $1.96M | 1.03% | −150−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 15,840 | $1.96M | 0.29% | +267+1.7% | Added |
| Mattern Wealth Management LLC | 15,870 | $1.96M | 0.47% | +400+2.6% | Added |
| Soltis Investment Advisors LLC | 15,882 | $1.97M | 0.21% | +125+0.8% | Added |