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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 18,495 | $2.29M | 0.24% | +92+0.5% | Added |
| Investors Asset Management of Georgia Inc | 18,561 | $2.30M | 1.12% | −97−0.5% | Reduced |
| Cox Capital Mgt LLC | 18,569 | $2.30M | 1.39% | −1,019−5.2% | Reduced |
| Evermay Wealth Management LLC | 18,536 | $2.31M | 0.37% | +157+0.9% | Added |
| West Branch Capital LLC | 18,704 | $2.32M | 0.86% | +426+2.3% | Added |
| Zhang Financial LLC | 18,706 | $2.32M | 0.16% | +408+2.2% | Added |
| Geller Advisors LLC | 18,673 | $2.33M | 0.17% | −50.0% | Reduced |
| Machina Capital S.A.S. | 18,804 | $2.33M | 1.04% | +11,502+157.5% | Added |
| Thompson Investment Management, Inc. | 18,908 | $2.34M | 0.36% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 16,916 | $2.34M | 1.29% | +335+2.0% | Added |
| Kendall Capital Management | 18,955 | $2.35M | 0.78% | +1,055+5.9% | Added |
| Cordatus Wealth Management LLC | 18,981 | $2.35M | 0.88% | +196+1.0% | Added |
| Avestar Capital, LLC | 19,043 | $2.36M | 0.26% | +5,320+38.8% | Added |
| Marshall Financial Group LLC | 19,097 | $2.36M | 0.66% | +16,570+655.7% | Added |
| Core Wealth Advisors, Inc. | 19,108 | $2.37M | 0.81% | −1,138−5.6% | Reduced |
| Dudley Capital Management, LLC | 19,143 | $2.37M | 1.33% | −294−1.5% | Reduced |
| Wallace Capital Management Inc. | 19,163 | $2.37M | 0.34% | −362−1.9% | Reduced |
| Howe & Rusling Inc | 19,214 | $2.38M | 0.22% | +333+1.8% | Added |
| Founders Financial Securities LLC | 19,254 | $2.38M | 0.23% | +3,452+21.8% | Added |
| SWS Partners | 19,179 | $2.38M | 0.71% | −1,270−6.2% | Reduced |
| Enterprise Financial Services Corp | 19,279 | $2.39M | 1.47% | +196+1.0% | Added |
| Aull & Monroe Investment Management Corp | 19,312 | $2.39M | 1.17% | −796−4.0% | Reduced |
| Humankind Investments LLC | 19,313 | $2.39M | 0.63% | −1,296−6.3% | Reduced |
| Parkside Financial Bank & Trust | 19,361 | $2.40M | 0.38% | −1,161−5.7% | Reduced |
| Trust Point Inc. | 19,371 | $2.40M | 0.19% | +123+0.6% | Added |
| West Oak Capital, LLC | 19,408 | $2.40M | 0.97% | −45−0.2% | Reduced |
| Sawyer & Company, Inc | 19,446 | $2.41M | 0.96% | +554+2.9% | Added |
| Onyx Bridge Wealth Group LLC | 19,471 | $2.41M | 0.40% | +38+0.2% | Added |
| CFM Wealth Partners LLC | 19,476 | $2.41M | 0.44% | +385+2.0% | Added |
| West Paces Advisors Inc. | 19,489 | $2.41M | 0.63% | −68−0.3% | Reduced |
| Marcum Wealth, LLC | 19,554 | $2.42M | 0.24% | +492+2.6% | Added |
| Peterson Wealth Services | 19,660 | $2.43M | 0.85% | +539+2.8% | Added |
| CoreCap Advisors, LLC | 19,721 | $2.44M | 0.25% | +11,947+153.7% | Added |
| Ti-Trust, Inc | 19,725 | $2.44M | 1.88% | −1,017−4.9% | Reduced |
| Beaton Management Co. Inc. | 19,758 | $2.45M | 1.32% | +12+0.1% | Added |
| Great Diamond Partners, LLC | 19,776 | $2.45M | 0.58% | −1,502−7.1% | Reduced |
| ESG Planning | 19,804 | $2.45M | 2.41% | +10,872+121.7% | Added |
| Great Lakes Retirement, Inc. | 19,742 | $2.46M | 0.34% | +12,571+175.3% | Added |
| Ronald Blue Trust, Inc. | 18,649 | $2.46M | 0.03% | +7,916+73.8% | Added |
| Mystic Asset Management, Inc. | 19,886 | $2.46M | 0.99% | −111−0.6% | Reduced |
| Prudent Man Advisors, LLC | 19,900 | $2.46M | 0.87% | +814+4.3% | Added |
| LCNB Corp | 19,963 | $2.47M | 0.92% | −52−0.3% | Reduced |
| City Holding Co | 19,984 | $2.47M | 0.37% | +1,960+10.9% | Added |
| Transatlantique Private Wealth LLC | 20,102 | $2.48M | 1.01% | +446+2.3% | Added |
| Leisure Capital Management | 20,000 | $2.48M | 1.15% | −76−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 20,104 | $2.49M | 0.02% | −12,257−37.9% | Reduced |
| First County Bank | 20,146 | $2.49M | 1.28% | −1,059−5.0% | Reduced |
| Wulff, Hansen & Co. | 20,147 | $2.49M | 2.46% | −706−3.4% | Reduced |
| SPC Financial, Inc. | 20,205 | $2.50M | 0.23% | +533+2.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 20,223 | $2.50M | 1.67% | −300−1.5% | Reduced |
| Family Capital Trust Co | 20,232 | $2.50M | 0.82% | 00.0% | Unchanged |
| CNB Bank | 20,235 | $2.51M | 1.21% | −1,586−7.3% | Reduced |
| AlTi Global, Inc. | 20,173 | $2.51M | 0.07% | −1,233−5.8% | Reduced |
| Bridge Creek Capital Management LLC | 20,278 | $2.51M | 0.81% | −440−2.1% | Reduced |
| Silverlake Wealth Management LLC | 20,335 | $2.52M | 1.03% | −89−0.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 20,357 | $2.52M | 0.59% | +876+4.5% | Added |
| Thrive Wealth Management, LLC | 20,361 | $2.52M | 0.49% | −109−0.5% | Reduced |
| Global Financial Private Client, LLC | 20,377 | $2.52M | 1.06% | +21+0.1% | Added |
| Legacy Financial Advisors, Inc. | 20,389 | $2.52M | 0.45% | −2,442−10.7% | Reduced |
| Lindbrook Capital, LLC | 20,413 | $2.53M | 0.24% | −2,765−11.9% | Reduced |
| Harbour Investments, Inc. | 20,444 | $2.53M | 0.09% | −277−1.3% | Reduced |
| Insigneo Advisory Services, LLC | 22,577 | $2.54M | 0.29% | −4,223−15.8% | Reduced |
| Oakworth Capital, Inc. | 20,486 | $2.54M | 0.19% | +254+1.3% | Added |
| Weaver Capital Management LLC | 20,489 | $2.54M | 0.82% | −643−3.0% | Reduced |
| Parcion Private Wealth LLC | 20,498 | $2.54M | 0.23% | +1,051+5.4% | Added |
| Atlas Private Wealth Advisors | 20,516 | $2.54M | 0.41% | +10,294+100.7% | Added |
| Counterweight Ventures, LLC | 20,549 | $2.54M | 1.92% | +251+1.2% | Added |
| Gillespie Robinson & Grimm Inc | 20,561 | $2.55M | 0.21% | −5,358−20.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 20,577 | $2.55M | 1.25% | −68−0.3% | Reduced |
| IFG Advisory, LLC | 20,599 | $2.55M | 0.16% | −60−0.3% | Reduced |
| Kathmere Capital Management, LLC | 20,607 | $2.55M | 0.27% | +1,062+5.4% | Added |
| Sippican Capital Advisors | 20,678 | $2.56M | 2.03% | −30.0% | Reduced |
| Puzo Michael J | 20,805 | $2.58M | 0.71% | −505−2.4% | Reduced |
| IMA Wealth, Inc. | 20,829 | $2.58M | 1.14% | −308−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 20,829 | $2.58M | 0.20% | −65−0.3% | Reduced |
| Somerville Kurt F | 20,831 | $2.58M | 0.43% | −50−0.2% | Reduced |
| Wynn Capital, LLC | 20,831 | $2.58M | 1.91% | +214+1.0% | Added |
| Fruth Investment Management | 20,837 | $2.58M | 0.70% | +47+0.2% | Added |
| Guardian Investment Management | 20,900 | $2.59M | 1.89% | +4,700+29.0% | Added |
| Eqis Capital Management, Inc. | 20,922 | $2.59M | 0.21% | +2,857+15.8% | Added |
| IFP Advisors, Inc | 20,929 | $2.59M | 0.10% | +6,296+43.0% | Added |
| Axq Capital, LP | 20,993 | $2.60M | 0.61% | +5,293+33.7% | Added |
| Brown Miller Wealth Management, LLC | 21,008 | $2.60M | 1.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 21,011 | $2.60M | 0.37% | +64+0.3% | Added |
| Bristlecone Advisors, LLC | 21,020 | $2.60M | 0.22% | +334+1.6% | Added |
| Van Cleef Asset Management,Inc | 21,056 | $2.61M | 0.33% | −150−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,067 | $2.61M | 0.17% | −375−1.7% | Reduced |
| Pinpoint Asset Management Ltd | 21,083 | $2.61M | 0.39% | +1,400+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 21,126 | $2.62M | 0.21% | −2,410−10.2% | Reduced |
| Smith, Moore & Co. | 21,141 | $2.62M | 0.27% | +1,389+7.0% | Added |
| Geneva Partners, LLC | 21,165 | $2.62M | 1.08% | +951+4.7% | Added |
| apricus wealth, LLC | 21,192 | $2.62M | 1.87% | −1,011−4.6% | Reduced |
| Legacy Advisors, LLC | 21,071 | $2.62M | 0.32% | +482+2.3% | Added |
| Sentinel Trust Co Lba | 21,254 | $2.63M | 0.32% | +209+1.0% | Added |
| Bey-Douglas LLC | 20,601 | $2.64M | 2.44% | +244+1.2% | Added |
| Naviter Wealth, LLC | 21,215 | $2.64M | 0.39% | +1,020+5.1% | Added |
| LMG Wealth Partners, LLC | 21,392 | $2.65M | 0.66% | +434+2.1% | Added |
| First Hawaiian Bank | 21,397 | $2.65M | 0.09% | −1,559−6.8% | Reduced |
| Capital Asset Advisory Services LLC | 21,026 | $2.65M | 0.14% | −5,543−20.9% | Reduced |
| Chicago Partners Investment Group LLC | 23,005 | $2.65M | 0.10% | +1,244+5.7% | Added |