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 |
|---|---|---|---|---|---|
| Ascension Asset Management LLC | 21,524 | $2.66M | 1.39% | −225−1.0% | Reduced |
| G&S Capital LLC | 20,860 | $2.67M | 1.16% | +10,564+102.6% | Added |
| Stableford Capital II LLC | 21,289 | $2.68M | 1.05% | +72+0.3% | Added |
| Americana Partners, LLC | 21,697 | $2.69M | 0.21% | +512+2.4% | Added |
| Baker Chad R | 21,700 | $2.69M | 0.56% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 21,744 | $2.69M | 0.08% | +193+0.9% | Added |
| Diamant Asset Management, Inc. | 21,745 | $2.69M | 1.80% | 00.0% | Unchanged |
| Bowman & Co S.C. | 21,785 | $2.70M | 1.56% | +2,208+11.3% | Added |
| IVC Wealth Advisors LLC | 21,802 | $2.70M | 1.51% | +42+0.2% | Added |
| Montecito Bank & Trust | 21,904 | $2.71M | 0.55% | +1,084+5.2% | Added |
| Northern Financial Advisors Inc | 21,904 | $2.71M | 2.17% | +464+2.2% | Added |
| Sheets Smith Wealth Management | 21,931 | $2.72M | 0.32% | −394−1.8% | Reduced |
| Plancorp, LLC | 21,932 | $2.72M | 0.12% | +1,226+5.9% | Added |
| Valley National Advisers Inc | 21,963 | $2.72M | 0.40% | −804−3.5% | Reduced |
| Orion Investment Co | 21,960 | $2.72M | 1.08% | +21,960 | New |
| Advisors Management Group Inc | 21,971 | $2.72M | 0.68% | −213−1.0% | Reduced |
| Legacy Capital Group California, Inc. | 22,012 | $2.73M | 0.98% | +65+0.3% | Added |
| Pathway Financial Advisers, LLC | 22,116 | $2.73M | 0.98% | +181+0.8% | Added |
| Spirepoint Private Client, LLC | 22,074 | $2.73M | 0.39% | −72−0.3% | Reduced |
| Allen Wealth Management, LLC | 22,084 | $2.73M | 2.43% | +56+0.3% | Added |
| Leonteq Securities AG | 22,102 | $2.74M | 0.38% | +21,210+2,377.8% | Added |
| Broderick Brian C | 22,202 | $2.75M | 0.56% | +633+2.9% | Added |
| Altfest L J & Co Inc | 22,208 | $2.75M | 0.38% | −84−0.4% | Reduced |
| Headinvest, LLC | 22,265 | $2.76M | 0.54% | −812−3.5% | Reduced |
| Kanawha Capital Management LLC | 22,306 | $2.76M | 0.22% | +4,284+23.8% | Added |
| Northcape Wealth Management, LLC | 22,306 | $2.76M | 1.00% | −110−0.5% | Reduced |
| First Dallas Securities Inc. | 22,327 | $2.76M | 1.21% | +1,768+8.6% | Added |
| Diversify Advisory Services, LLC | 21,969 | $2.77M | 0.15% | −2,296−9.5% | Reduced |
| Massachusetts Wealth Management | 22,374 | $2.77M | 1.86% | +575+2.6% | Added |
| Malaga Cove Capital, LLC | 22,439 | $2.78M | 1.13% | −129−0.6% | Reduced |
| Allred Capital Management, LLC | 22,440 | $2.78M | 1.06% | −154−0.7% | Reduced |
| FNY Investment Advisers, LLC | 22,500 | $2.79M | 1.88% | +15,350+214.7% | Added |
| MMBG Investment Advisors Co. | 22,563 | $2.79M | 0.30% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 22,627 | $2.80M | 0.50% | −991−4.2% | Reduced |
| CFS Investment Advisory Services, LLC | 22,641 | $2.80M | 0.23% | −235−1.0% | Reduced |
| Bank Hapoalim BM | 22,644 | $2.80M | 0.40% | +50+0.2% | Added |
| Forum Financial Management, LP | 22,694 | $2.81M | 0.05% | −5,503−19.5% | Reduced |
| Webster Bank, N. A. | 22,694 | $2.81M | 0.31% | +500+2.3% | Added |
| Hikari Power Ltd | 22,710 | $2.81M | 0.25% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 22,796 | $2.82M | 0.21% | −139−0.6% | Reduced |
| Northstar Group, Inc. | 22,805 | $2.82M | 0.53% | −717−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 22,808 | $2.82M | 0.18% | +20,756+1,011.5% | Added |
| DAGCO, Inc. | 22,812 | $2.82M | 1.25% | +50.0% | Added |
| 9258 Wealth Management, LLC | 22,831 | $2.83M | 0.44% | −593−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 22,879 | $2.83M | 0.65% | +174+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 22,559 | $2.83M | 0.05% | +884+4.1% | Added |
| Gifford Fong Associates | 22,900 | $2.83M | 0.75% | 00.0% | Unchanged |
| Chelsea Counsel Co | 22,765 | $2.84M | 1.42% | −56−0.2% | Reduced |
| Axiom Advisory, LLC | 22,024 | $2.84M | 0.03% | +22,024 | New |
| Peoples Financial Services Corp. | 22,916 | $2.84M | 1.28% | −212−0.9% | Reduced |
| Marion Wealth Management | 22,993 | $2.85M | 0.84% | +286+1.3% | Added |
| Curbstone Financial Management Corp | 23,024 | $2.85M | 0.62% | −1,448−5.9% | Reduced |
| Lynx Capital Group Ltd | 23,043 | $2.85M | 1.97% | −47−0.2% | Reduced |
| Glynn Capital Management LLC | 23,068 | $2.86M | 0.58% | 00.0% | Unchanged |
| Caxton Associates LP | 23,141 | $2.86M | 0.11% | +1,701+7.9% | Added |
| Burke & Herbert Bank & Trust Co | 23,347 | $2.89M | 0.70% | +6,824+41.3% | Added |
| Nilsine Partners, LLC | 23,351 | $2.89M | 0.39% | +228+1.0% | Added |
| Cito Capital Group, LLC | 23,256 | $2.89M | 1.12% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 23,431 | $2.90M | 0.48% | +1,500+6.8% | Added |
| Bridgewater Advisors Inc. | 23,050 | $2.90M | 0.36% | +6,318+37.8% | Added |
| Oxbow Advisors, LLC | 23,442 | $2.90M | 0.34% | +18,710+395.4% | Added |
| Bank of New Hampshire | 23,484 | $2.91M | 0.76% | +393+1.7% | Added |
| Formidable Asset Management, LLC | 23,487 | $2.91M | 0.47% | +601+2.6% | Added |
| Conscious Wealth Investments, LLC | 23,381 | $2.91M | 2.09% | +138+0.6% | Added |
| Pensionfund Sabic | 23,500 | $2.91M | 0.86% | 00.0% | Unchanged |
| Fiduciary Group LLC | 23,518 | $2.91M | 0.31% | −714−2.9% | Reduced |
| Hall Capital Management Co Inc | 23,529 | $2.91M | 1.39% | +1,161+5.2% | Added |
| Financial Advocates Investment Management | 23,619 | $2.92M | 0.18% | −3,258−12.1% | Reduced |
| Kerusso Capital Management LLC | 23,634 | $2.93M | 2.13% | +23,634 | New |
| Affinity Investment Advisors, LLC | 23,636 | $2.93M | 2.20% | +3,586+17.9% | Added |
| Centric Wealth Management | 23,449 | $2.94M | 0.85% | +894+4.0% | Added |
| Princeton Global Asset Management LLC | 23,755 | $2.94M | 0.65% | +7,015+41.9% | Added |
| Jeppson Wealth Management, LLC | 23,770 | $2.94M | 1.12% | −85−0.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 23,771 | $2.94M | 2.22% | +162+0.7% | Added |
| Alliance Wealth Advisors, LLC | 23,826 | $2.95M | 0.87% | +573+2.5% | Added |
| Brasada Capital Management, LP | 22,882 | $2.95M | 0.52% | +506+2.3% | Added |
| New Potomac Partners, LLC | 23,913 | $2.96M | 1.62% | +155+0.7% | Added |
| Ellis Investment Partners, LLC | 23,923 | $2.96M | 0.63% | −140−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 23,977 | $2.97M | 0.15% | +1,366+6.0% | Added |
| Beaumont Financial Advisors, LLC | 24,021 | $2.97M | 0.24% | −125−0.5% | Reduced |
| United Community Bank | 24,073 | $2.98M | 1.20% | −1,183−4.7% | Reduced |
| Davidson Capital Management Inc. | 24,129 | $2.99M | 0.92% | +2,829+13.3% | Added |
| Valmark Advisers, Inc. | 24,146 | $2.99M | 0.05% | +518+2.2% | Added |
| Trust Co of the South | 24,177 | $2.99M | 0.71% | +14+0.1% | Added |
| Hall Laurie J Trustee | 24,284 | $3.01M | 1.05% | −2,075−7.9% | Reduced |
| Strategic Financial Services, Inc, | 24,337 | $3.01M | 0.19% | +1,225+5.3% | Added |
| Cyndeo Wealth Partners, LLC | 24,347 | $3.01M | 0.24% | +4,947+25.5% | Added |
| Gould Capital, LLC | 24,420 | $3.02M | 2.13% | −580−2.3% | Reduced |
| Princeton Capital Management LLC | 24,431 | $3.02M | 0.99% | −70.0% | Reduced |
| Cypress Capital, LLC | 24,479 | $3.03M | 0.83% | −192−0.8% | Reduced |
| Waycross Partners, LLC | 24,500 | $3.03M | 0.47% | +5,000+25.6% | Added |
| Brendel Financial Advisors LLC | 24,659 | $3.05M | 1.94% | +207+0.8% | Added |
| First National Advisers, LLC | 24,737 | $3.06M | 0.56% | +4,991+25.3% | Added |
| Insight Advisors, LLC | 24,798 | $3.07M | 0.56% | +4,424+21.7% | Added |
| Shufro Rose & Co LLC | 24,811 | $3.07M | 0.25% | +1,812+7.9% | Added |
| International Assets Investment Management, LLC | 24,812 | $3.07M | 0.29% | +583+2.4% | Added |
| Advisor OS, LLC | 24,829 | $3.07M | 0.34% | +220+0.9% | Added |
| Privium Fund Management (UK) Ltd | 24,072 | $3.07M | 1.20% | +24,072 | New |
| Sculati Wealth Management, LLC | 24,840 | $3.08M | 1.31% | −419−1.7% | Reduced |
| Compass Ion Advisors, LLC | 23,336 | $3.08M | 0.44% | 00.0% | Unchanged |