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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 15,891 | $1.97M | 0.37% | −540−3.3% | Reduced |
| Am Investment Strategies LLC | 15,906 | $1.97M | 0.49% | +119+0.8% | Added |
| Umpqua Bank | 15,906 | $1.97M | 0.76% | +45+0.3% | Added |
| Martin & Co Inc | 15,906 | $1.97M | 0.50% | −39−0.2% | Reduced |
| Aspiriant, LLC | 15,912 | $1.97M | 0.08% | −3,269−17.0% | Reduced |
| Capstone Investment Advisors, LLC | 15,927 | $1.97M | 0.04% | +15,927 | New |
| Jupiter Wealth Management LLC | 17,500 | $1.98M | 1.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.98M | 1.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 16,008 | $1.98M | 0.41% | −712−4.3% | Reduced |
| Emfo, LLC | 16,034 | $1.99M | 1.78% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 16,042 | $1.99M | 1.39% | −30.0% | Reduced |
| McDonald Partners LLC | 16,065 | $1.99M | 0.53% | +93+0.6% | Added |
| Camarda Financial Advisors, LLC | 16,084 | $1.99M | 0.78% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 16,117 | $2.00M | 0.72% | −555−3.3% | Reduced |
| Gratus Wealth Advisors, LLC | 15,865 | $2.00M | 0.34% | +1,187+8.1% | Added |
| Fox Run Management, L.L.C. | 16,169 | $2.00M | 0.38% | +13,164+438.1% | Added |
| Beacon Financial Group | 16,173 | $2.00M | 0.23% | −968−5.6% | Reduced |
| Breakwater Capital Group | 16,174 | $2.00M | 0.45% | +917+6.0% | Added |
| Wealthquest Corp | 16,179 | $2.00M | 0.21% | −845−5.0% | Reduced |
| PBMares Wealth Management LLC | 16,182 | $2.00M | 0.49% | −40.0% | Reduced |
| High Net Worth Advisory Group LLC | 16,242 | $2.01M | 0.61% | −116−0.7% | Reduced |
| Wisconsin Capital Management LLC | 16,254 | $2.01M | 1.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 16,270 | $2.01M | 0.32% | +1,633+11.2% | Added |
| PEAK6 Investments LLC | 16,285 | $2.02M | 0.09% | +16,285 | New |
| Triangle Securities Wealth Management | 16,290 | $2.02M | 0.57% | +186+1.2% | Added |
| Home Federal Bank of Tennessee | 16,306 | $2.02M | 0.61% | +150+0.9% | Added |
| West Family Investments, Inc. | 16,314 | $2.02M | 0.61% | −98−0.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 16,329 | $2.02M | 1.04% | −11−0.1% | Reduced |
| Vectors Research Management, LLC | 16,343 | $2.02M | 0.62% | −499−3.0% | Reduced |
| Gold Investment Management Ltd. | 16,351 | $2.02M | 0.86% | −641−3.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 16,378 | $2.03M | 0.54% | +268+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 16,440 | $2.04M | 1.02% | +319+2.0% | Added |
| Transform Wealth, LLC | 16,352 | $2.04M | 0.15% | −566−3.3% | Reduced |
| Pettee Investors, Inc. | 16,514 | $2.04M | 0.99% | −14,000−45.9% | Reduced |
| Baxter Bros Inc | 16,534 | $2.05M | 0.27% | −1,013−5.8% | Reduced |
| Alpha DNA Investment Management LLC | 16,566 | $2.05M | 1.16% | −7,034−29.8% | Reduced |
| Argent Advisors, Inc. | 16,613 | $2.06M | 0.82% | +25+0.2% | Added |
| Ascent Wealth Partners, LLC | 16,616 | $2.06M | 0.30% | −205−1.2% | Reduced |
| Icon Advisers Inc | 16,100 | $2.06M | 0.46% | 00.0% | Unchanged |
| TKG Advisors, LLC | 16,649 | $2.06M | 1.12% | +8,514+104.7% | Added |
| Nicholas Hoffman & Company, LLC. | 16,651 | $2.06M | 0.10% | +164+1.0% | Added |
| Lecap Asset Management Ltd | 16,687 | $2.07M | 0.45% | +9,137+121.0% | Added |
| St. Johns Investment Management Company, LLC | 16,703 | $2.07M | 0.98% | +533+3.3% | Added |
| McAdam, LLC | 16,733 | $2.07M | 0.12% | +578+3.6% | Added |
| Richwood Investment Advisors, LLC | 16,816 | $2.08M | 1.82% | +46+0.3% | Added |
| Deseret Mutual Benefit Administrators | 16,835 | $2.08M | 0.97% | −1,073−6.0% | Reduced |
| Prelude Capital Management, LLC | 16,843 | $2.09M | 0.17% | +13,401+389.3% | Added |
| Integrated Investment Consultants, LLC | 15,816 | $2.09M | 0.57% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 16,881 | $2.09M | 0.62% | −11−0.1% | Reduced |
| Eagle Strategies LLC | 16,883 | $2.09M | 0.40% | +10,107+149.2% | Added |
| Avidian Wealth Solutions, LLC | 16,930 | $2.10M | 0.10% | +1,727+11.4% | Added |
| MCF Advisors LLC | 16,896 | $2.10M | 0.16% | +293+1.8% | Added |
| Corundum Group, Inc. | 16,979 | $2.10M | 0.82% | +6,493+61.9% | Added |
| Hedges Asset Management LLC | 17,000 | $2.10M | 1.51% | −1,050−5.8% | Reduced |
| E Fund Management Co., Ltd. | 17,090 | $2.12M | 0.12% | +1,641+10.6% | Added |
| Old Point Trust & Financial Services N A | 17,110 | $2.12M | 0.82% | −375−2.1% | Reduced |
| Segment Wealth Management, LLC | 17,129 | $2.12M | 0.16% | +2,894+20.3% | Added |
| Live Oak Investment Partners | – | $2.12M | 1.76% | – | New |
| Graves-Light Private Wealth Management, Inc. | 16,613 | $2.12M | 0.24% | +63+0.4% | Added |
| Levy Wealth Management Group, LLC | 17,165 | $2.12M | 0.54% | +1,721+11.1% | Added |
| Oak Associates, Ltd | 17,168 | $2.13M | 0.14% | 00.0% | Unchanged |
| Pacitti Group Inc. | 17,107 | $2.13M | 1.11% | +341+2.0% | Added |
| Connecticut Wealth Management, LLC | 17,190 | $2.13M | 0.11% | −886−4.9% | Reduced |
| Bernardo Wealth Planning LLC | 17,192 | $2.13M | 0.57% | +10+0.1% | Added |
| IAM Advisory, LLC | 17,194 | $2.13M | 0.58% | +138+0.8% | Added |
| Kavar Capital Partners Group, LLC | 17,299 | $2.14M | 0.39% | −40−0.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,309 | $2.14M | 1.15% | −223−1.3% | Reduced |
| Peddock Capital Advisors, LLC | 17,362 | $2.15M | 0.55% | +178+1.0% | Added |
| Meridian Financial, LLC | 17,431 | $2.16M | 1.56% | −1,072−5.8% | Reduced |
| Sutton Place Investors LLC | 17,443 | $2.16M | 1.44% | −17,889−50.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,423 | $2.16M | 0.28% | +1,525+9.0% | Added |
| Riggs Asset Managment Co. Inc. | 17,543 | $2.17M | 0.65% | +90+0.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 17,660 | $2.19M | 0.10% | +17,660 | New |
| Quest Partners LLC | 17,669 | $2.19M | 0.30% | +6,013+51.6% | Added |
| Seven Eight Capital, LP | 17,692 | $2.19M | 0.23% | −24,594−58.2% | Reduced |
| Catalyst Financial Partners LLC | 17,695 | $2.19M | 0.48% | +93+0.5% | Added |
| Ellevest, Inc. | 17,715 | $2.19M | 0.13% | +1,111+6.7% | Added |
| Stevens Capital Management LP | 17,725 | $2.19M | 0.74% | +17,725 | New |
| Catalytic Wealth RIA, LLC | 17,732 | $2.20M | 0.43% | +672+3.9% | Added |
| Ramirez Asset Management, Inc. | 17,768 | $2.20M | 0.45% | 00.0% | Unchanged |
| Diligent Investors, LLC | 17,835 | $2.21M | 0.55% | +30.0% | Added |
| 1858 Wealth Management, LLC | 17,836 | $2.21M | 1.83% | −2,744−13.3% | Reduced |
| Blue Edge Capital, LLC | 17,847 | $2.21M | 0.37% | 00.0% | Unchanged |
| Field & Main Bank | 17,868 | $2.21M | 0.83% | +269+1.5% | Added |
| JPL Wealth Management, LLC | 17,896 | $2.22M | 1.09% | +1,076+6.4% | Added |
| Peak Asset Management, LLC | 17,909 | $2.22M | 0.43% | −1,021−5.4% | Reduced |
| Wintrust Investments LLC | 17,990 | $2.23M | 0.18% | +361+2.0% | Added |
| Insight Inv LLC | 17,909 | $2.23M | 1.93% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 18,054 | $2.24M | 0.69% | −56−0.3% | Reduced |
| Wolf Group Capital Advisors | 18,170 | $2.25M | 0.89% | +1,338+7.9% | Added |
| NCM Capital Management, LLC | 18,193 | $2.25M | 1.18% | +1,638+9.9% | Added |
| Whalerock Point Partners, LLC | 18,235 | $2.26M | 0.60% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,265 | $2.26M | 0.14% | +1,621+9.7% | Added |
| Hilltop National Bank | 18,282 | $2.26M | 0.73% | +6,165+50.9% | Added |
| Apexium Financial, LP | 18,288 | $2.26M | 0.16% | −17−0.1% | Reduced |
| Jmac Enterprises LLC | 18,301 | $2.27M | 0.40% | −8,347−31.3% | Reduced |
| New England Research & Management, Inc. | 18,318 | $2.27M | 1.09% | +2,519+15.9% | Added |
| Nebula Research & Development LLC | 18,344 | $2.27M | 0.37% | +18,344 | New |
| Forte Capital LLC | 18,345 | $2.27M | 0.27% | −104−0.6% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.27M | 0.46% | 00.0% | Unchanged |