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
- 3,558
- +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
- 1,371 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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 563 | $69.7K | 0.07% | −6,270−91.8% | Reduced |
| Insight Financial Services | 597 | $73.9K | 0.06% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 606 | $75.0K | 0.03% | +8+1.3% | Added |
| Northwest Bank & Trust Co | 610 | $75.5K | 0.06% | 00.0% | Unchanged |
| Gleason Group, Inc. | 617 | $76.4K | 0.02% | +3+0.5% | Added |
| Bellevue Asset Management, LLC | 625 | $77.4K | 0.04% | +1+0.2% | Added |
| Marathon Trading Investment Management LLC | 630 | $78.0K | 0.02% | +630 | New |
| Dunhill Financial, LLC | 631 | $78.1K | 0.05% | +56+9.7% | Added |
| Briaud Financial Planning, Inc | 686 | $84.0K | 0.05% | +500+268.8% | Added |
| LFA - Lugano Financial Advisors SA | 681 | $84.3K | 0.06% | +591+656.7% | Added |
| Wiser Advisor Group LLC | 690 | $85.4K | 0.13% | +72+11.7% | Added |
| Aspect Partners, LLC | 714 | $88.4K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 724 | $90.2K | 0.03% | −3−0.4% | Reduced |
| Atwood & Palmer Inc | 730 | $90.4K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 731 | $90.5K | 0.06% | +731 | New |
| Stuart Chaussee & Associates, Inc. | 770 | $95.3K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 802 | $99.3K | 0.08% | +74+10.2% | Added |
| Dogwood Wealth Management LLC | 811 | $100.4K | 0.06% | +5+0.6% | Added |
| EntryPoint Capital, LLC | 811 | $100.4K | 0.05% | +811 | New |
| Guardian Wealth Management, Inc. | 818 | $101.3K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 828 | $102.5K | 0.02% | −41−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 863 | $106.9K | 0.08% | +863 | New |
| Unique Wealth Strategies, LLC | 841 | $111.0K | 0.05% | +841 | New |
| Naples Money Management LLC | 870 | $111.3K | 0.09% | −40−4.4% | Reduced |
| Timber Creek Capital Management LLC | 900 | $111.4K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $113.1K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 927 | $114.8K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 935 | $115.8K | 0.05% | +1+0.1% | Added |
| J.Safra Asset Management Corp | 945 | $117.0K | 0.01% | +489+107.2% | Added |
| Disciplina Capital Management LLC | 976 | $120.8K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 978 | $121.1K | 0.06% | +185+23.3% | Added |
| Ulland Investment Advisors, LLC | 1,017 | $126.0K | 0.09% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 1,020 | $126.3K | 0.03% | +1,020 | New |
| Abound Wealth Management | 1,036 | $128.2K | 0.05% | −69−6.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,037 | $128.4K | 0.02% | +33+3.3% | Added |
| Cassady Schiller Wealth Management, LLC | 1,039 | $128.6K | 0.05% | −652−38.6% | Reduced |
| Laffer Tengler Investments | 1,064 | $131.7K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,067 | $132.1K | 0.08% | +967+967.0% | Added |
| Semmax Financial Advisors Inc. | 1,190 | $136.1K | 0.04% | +1,172+6,511.1% | Added |
| Creative Capital Management Investments LLC | 1,113 | $137.8K | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,132 | $140.1K | 0.03% | −25−2.2% | Reduced |
| Covestor Ltd | 1,138 | $141.0K | 0.09% | +114+11.1% | Added |
| Promethos Capital, LLC | 797 | $141.5K | 0.05% | +797 | New |
| Annapolis Financial Services, LLC | 1,148 | $142.1K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,159 | $143.5K | 0.03% | −40−3.3% | Reduced |
| America First Investment Advisors, LLC | 1,163 | $144.0K | 0.04% | +7+0.6% | Added |
| West Financial Advisors, LLC | 1,164 | $144.1K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,175 | $145.5K | 0.04% | +1,175 | New |
| American Capital Advisory, LLC | 1,353 | $147.5K | 0.11% | −25−1.8% | Reduced |
| Turim 21 Investimentos Ltda. | 1,200 | $148.6K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,204 | $149.1K | 0.02% | −50−4.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,210 | $149.7K | 0.10% | +3+0.2% | Added |
| HBC Financial Services, PLLC | 1,216 | $155.0K | 0.10% | +7+0.6% | Added |
| Hoese & Co LLP | 1,242 | $155.9K | 0.14% | +42+3.5% | Added |
| Cedar Wealth Management, LLC | 1,264 | $156.4K | 0.05% | −110−8.0% | Reduced |
| Financial Perspectives, Inc | 1,274 | $157.7K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,298 | $160.7K | 0.04% | +67+5.4% | Added |
| Tower View Investment Management & Research LLC | 1,315 | $162.9K | 0.09% | +2+0.2% | Added |
| Harbor Capital Advisors, Inc. | 1,313 | $163.0K | 0.01% | −16−1.2% | Reduced |
| Cornerstone Planning Group LLC | 1,455 | $163.3K | 0.05% | −49−3.3% | Reduced |
| ESL Trust Services, LLC | 1,331 | $164.8K | 0.04% | +56+4.4% | Added |
| Ridgewood Investments LLC | 1,336 | $165.3K | 0.08% | +1,336 | New |
| Country Trust Bank | 1,385 | $171.5K | 0.00% | +317+29.7% | Added |
| CGC Financial Services, LLC | 1,394 | $172.6K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,367 | $174.8K | 0.07% | −582−29.9% | Reduced |
| Stephens Consulting, LLC | 1,429 | $176.9K | 0.05% | −161−10.1% | Reduced |
| Richardson Financial Services Inc. | 1,431 | $177.2K | 0.13% | −502−26.0% | Reduced |
| Fairman Group, LLC | 1,449 | $180.5K | 0.18% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,473 | $182.4K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,488 | $184.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,820 | $184.5K | 0.02% | +709+63.8% | Added |
| Pacifica Partners Inc. | 1,484 | $186.7K | 0.08% | +34+2.3% | Added |
| Signature Resources Capital Management, LLC | 1,521 | $188.3K | 0.16% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,526 | $188.9K | 0.11% | +781+104.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,533 | $189.8K | 0.02% | +50+3.4% | Added |
| True Wealth Design, LLC | 1,540 | $190.6K | 0.05% | +723+88.5% | Added |
| Nkcfo LLC | 1,545 | $191.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1,544 | $191.1K | 0.09% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,548 | $191.7K | 0.09% | +3+0.2% | Added |
| Operose Advisors LLC | 1,551 | $192.0K | 0.07% | −75−4.6% | Reduced |
| Avion Wealth | 1,573 | $194.0K | 0.05% | −115−6.8% | Reduced |
| First Community Trust NA | 1,575 | $195.0K | 0.17% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,601 | $198.2K | 0.11% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,616 | $200.0K | 0.14% | −154−8.7% | Reduced |
| Basepoint Wealth LLC | 1,618 | $200.4K | 0.16% | +14+0.9% | Added |
| VERITY Wealth Advisors | 1,622 | $200.8K | 0.15% | 00.0% | Unchanged |
| Burton Enright Welch | 1,629 | $201.7K | 0.05% | −130−7.4% | Reduced |
| Seelaus Asset Management LLC | 1,635 | $202.4K | 0.21% | −8,200−83.4% | Reduced |
| Arcus Capital Partners, LLC | 1,635 | $202.4K | 0.08% | −107−6.1% | Reduced |
| Western Pacific Wealth Management, LP | 1,638 | $202.8K | 0.15% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,641 | $203.0K | 0.01% | −45−2.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,646 | $203.9K | 0.19% | −14−0.8% | Reduced |
| LifePro Asset Management | 1,650 | $204.3K | 0.15% | +1,650 | New |
| Valicenti Advisory Services Inc | 1,657 | $205.0K | 0.06% | −20−1.2% | Reduced |
| Eagle Harbor Asset Management Inc | 1,662 | $205.8K | 0.22% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,664 | $206.1K | 0.02% | +2+0.1% | Added |
| Apollon Financial, LLC | 1,665 | $206.1K | 0.07% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,666 | $206.2K | 0.09% | −28−1.7% | Reduced |
| International Private Wealth Advisors LLC | 1,668 | $206.5K | 0.35% | −677−28.9% | Reduced |
| FSA Advisors, Inc. | 1,653 | $207.0K | 0.22% | −746−31.1% | Reduced |