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 |
|---|---|---|---|---|---|
| PFG Advisors | 24,903 | $3.08M | 0.21% | +1,276+5.4% | Added |
| Clarius Group, LLC | 24,946 | $3.09M | 0.22% | −827−3.2% | Reduced |
| WealthShield Partners, LLC | 24,832 | $3.09M | 0.47% | +1,238+5.2% | Added |
| SYSTM Wealth Solutions LLC | 24,989 | $3.10M | 0.69% | −24,157−49.2% | Reduced |
| Patten Group, Inc. | 25,091 | $3.11M | 0.73% | +27+0.1% | Added |
| Fiduciary Family Office, LLC | 25,126 | $3.11M | 1.23% | −1,772−6.6% | Reduced |
| Financial Advisory Partners, LLC | 25,141 | $3.11M | 1.16% | +25,141 | New |
| Chicago Capital, LLC | 25,147 | $3.11M | 0.09% | +2,960+13.3% | Added |
| Legacy Private Trust Co. | 25,174 | $3.12M | 0.22% | −1,126−4.3% | Reduced |
| Sage Mountain Advisors LLC | 25,244 | $3.13M | 0.29% | +1,567+6.6% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 25,251 | $3.13M | 0.06% | +13,276+110.9% | Added |
| Aries Wealth Management | 25,362 | $3.14M | 0.99% | −5,013−16.5% | Reduced |
| Qsemble Capital Management, LP | 25,374 | $3.14M | 0.60% | +9,648+61.4% | Added |
| Key Financial Inc | 25,530 | $3.16M | 0.76% | −607−2.3% | Reduced |
| Pitcairn Co | 25,543 | $3.16M | 0.19% | +1,958+8.3% | Added |
| Schnieders Capital Management LLC | 25,601 | $3.17M | 0.64% | −7,874−23.5% | Reduced |
| Farther Finance Advisors, LLC | 24,807 | $3.17M | 0.15% | +8,246+49.8% | Added |
| SeaBridge Investment Advisors LLC | 25,747 | $3.19M | 0.83% | +1,479+6.1% | Added |
| Hayek Kallen Investment Management | 25,799 | $3.19M | 1.19% | +46+0.2% | Added |
| Next Level Private LLC | 25,847 | $3.20M | 1.46% | +381+1.5% | Added |
| Horizon Kinetics Asset Management LLC | 25,934 | $3.21M | 0.06% | −27−0.1% | Reduced |
| Kovack Advisors, Inc. | 25,969 | $3.21M | 0.35% | +73+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 26,016 | $3.22M | 1.39% | −120−0.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,145 | $3.24M | 0.07% | +146+0.6% | Added |
| Oak Harbor Wealth Partners, LLC | 26,165 | $3.24M | 1.02% | −490−1.8% | Reduced |
| Convergence Investment Partners, LLC | 26,170 | $3.24M | 0.95% | +3,193+13.9% | Added |
| Keene & Associates, Inc. | 26,185 | $3.24M | 2.64% | −7,205−21.6% | Reduced |
| Main Street Financial Solutions, LLC | 26,215 | $3.25M | 0.31% | +199+0.8% | Added |
| Stolper Co | 26,266 | $3.25M | 1.14% | −257−1.0% | Reduced |
| Pure Financial Advisors, Inc. | 26,310 | $3.26M | 0.09% | −50−0.2% | Reduced |
| Larson Financial Group LLC | 26,348 | $3.26M | 0.22% | −4,376−14.2% | Reduced |
| Mayflower Financial Advisors, LLC | 26,385 | $3.27M | 0.54% | −740−2.7% | Reduced |
| MV Capital Management, Inc. | 26,472 | $3.28M | 0.37% | +174+0.7% | Added |
| Cigna Investments Inc | 26,481 | $3.28M | 0.61% | −425−1.6% | Reduced |
| Hartford Financial Management Inc. | 26,483 | $3.28M | 0.70% | −998−3.6% | Reduced |
| Keystone Financial Group | 26,494 | $3.28M | 1.17% | +20.0% | Added |
| Secure Asset Management, LLC | 26,507 | $3.28M | 0.62% | −1,883−6.6% | Reduced |
| Wellington Shields & Co., LLC | 26,516 | $3.28M | 1.07% | +350+1.3% | Added |
| Garrett Investment Advisors LLC | 26,546 | $3.29M | 0.38% | −74−0.3% | Reduced |
| RMR Wealth Builders | 26,554 | $3.29M | 0.38% | +344+1.3% | Added |
| Tevis Investment Management | 26,400 | $3.29M | 2.64% | +70.0% | Added |
| Jaffetilchin Investment Partners, LLC | 26,565 | $3.29M | 0.28% | +545+2.1% | Added |
| Stonegate Investment Group, LLC | 26,572 | $3.29M | 0.10% | +1,657+6.7% | Added |
| Gluskin Sheff & Assoc Inc | 26,652 | $3.30M | 0.38% | −21−0.1% | Reduced |
| Schmidt P J Investment Management Inc | 26,670 | $3.30M | 0.60% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 26,723 | $3.31M | 1.19% | −720−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 26,777 | $3.31M | 0.34% | −708−2.6% | Reduced |
| Hudock, Inc. | 26,829 | $3.32M | 0.62% | +65+0.2% | Added |
| Werlinich Asset Management, LLC | 25,590 | $3.32M | 2.07% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 26,882 | $3.33M | 1.87% | −1,332−4.7% | Reduced |
| Resources Management Corp | 26,897 | $3.33M | 0.48% | +920+3.5% | Added |
| William B. Walkup & Associates, Inc. | 26,901 | $3.33M | 2.18% | +26,901 | New |
| Winton Group Ltd | 26,914 | $3.33M | 0.23% | +13,164+95.7% | Added |
| Boyd Watterson Asset Management LLC | 26,927 | $3.33M | 0.95% | +32+0.1% | Added |
| Glaxis Capital Management, LLC | 27,000 | $3.34M | 5.80% | +27,000 | New |
| Joel Isaacson & Co., LLC | 27,004 | $3.34M | 0.18% | +2,207+8.9% | Added |
| Stonebridge Capital Management Inc | 27,022 | $3.35M | 1.43% | −100−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 29,621 | $3.35M | 0.22% | +403+1.4% | Added |
| Johnson Financial Group, Inc. | 27,005 | $3.36M | 0.16% | +6,475+31.5% | Added |
| Palisade Asset Management, LLC | 27,181 | $3.37M | 0.35% | −15−0.1% | Reduced |
| Trustmark National Bank Trust Department | 27,204 | $3.37M | 0.27% | +591+2.2% | Added |
| Lakeview Capital Partners, LLC | 25,525 | $3.37M | 0.55% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 27,412 | $3.39M | 0.32% | +1,030+3.9% | Added |
| Brandywine Oak Private Wealth LLC | 27,440 | $3.40M | 0.35% | −190−0.7% | Reduced |
| Shoker Investment Counsel, Inc. | 27,470 | $3.40M | 1.20% | −1,234−4.3% | Reduced |
| Cyrus J. Lawrence, LLC | 27,490 | $3.40M | 0.71% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 27,029 | $3.41M | 1.16% | +3,101+13.0% | Added |
| Arden Trust Co | 27,561 | $3.41M | 0.48% | −163−0.6% | Reduced |
| Community Trust & Investment Co | 27,574 | $3.41M | 0.23% | −849−3.0% | Reduced |
| Delta Financial Group, Inc. | 27,596 | $3.42M | 1.43% | −1,417−4.9% | Reduced |
| Long Run Wealth Advisors, LLC | 27,604 | $3.42M | 0.87% | +201+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 27,655 | $3.42M | 0.85% | −558−2.0% | Reduced |
| Jackson Wealth Management, LLC | 27,655 | $3.42M | 0.73% | −19,838−41.8% | Reduced |
| Arvest Trust Co N A | 27,672 | $3.43M | 0.20% | −2,916−9.5% | Reduced |
| Commonwealth Retirement Investments LLC | 27,769 | $3.44M | 1.57% | −27,720−50.0% | Reduced |
| First PREMIER Bank | 27,825 | $3.44M | 0.92% | −47−0.2% | Reduced |
| Lake Street Financial LLC | 27,966 | $3.46M | 0.45% | +242+0.9% | Added |
| Relative Value Partners Group, LLC | 27,966 | $3.46M | 0.45% | +18,245+187.7% | Added |
| Vickerman Investment Advisors, Inc. | 27,999 | $3.47M | 1.11% | −314−1.1% | Reduced |
| Ally Financial Inc. | 28,000 | $3.47M | 0.43% | +8,000+40.0% | Added |
| Benjamin Edwards Inc | 28,057 | $3.47M | 0.67% | +264+0.9% | Added |
| Heritage Wealth Management, Inc. | 27,477 | $3.47M | 1.16% | +27,477 | New |
| Wilkinson Global Asset Management LLC | 28,155 | $3.49M | 0.22% | −2,010−6.7% | Reduced |
| Duncker Streett & Co Inc | 28,187 | $3.49M | 0.67% | +100.0% | Added |
| Berkeley, Inc | 28,192 | $3.49M | 2.17% | −680−2.4% | Reduced |
| AlphaCore Capital LLC | 28,019 | $3.49M | 0.84% | +2,128+8.2% | Added |
| GTS Securities LLC | 28,194 | $3.49M | 0.07% | +25,218+847.4% | Added |
| Phoenix Wealth Advisors | 28,244 | $3.50M | 1.76% | +373+1.3% | Added |
| Atlantic Trust, LLC | 28,247 | $3.50M | 0.87% | −736−2.5% | Reduced |
| Golden State Equity Partners | 28,337 | $3.51M | 0.73% | +28,337 | New |
| Wright Investors Service Inc | 28,480 | $3.53M | 0.93% | −10,542−27.0% | Reduced |
| Windward Capital Management Co | 28,506 | $3.53M | 0.30% | −816−2.8% | Reduced |
| Trifecta Capital Advisors, LLC | 28,508 | $3.53M | 0.78% | +19,316+210.1% | Added |
| Northstar Advisory Group, LLC | 28,358 | $3.53M | 2.03% | −1,234−4.2% | Reduced |
| Harbor Advisory Corp | 28,571 | $3.54M | 1.22% | −198−0.7% | Reduced |
| Hamilton Wealth, LLC | 28,591 | $3.54M | 0.95% | +4,467+18.5% | Added |
| NTV Asset Management LLC | 28,624 | $3.54M | 0.51% | +1,150+4.2% | Added |
| PKO Investment Management Joint-Stock Co | 28,676 | $3.55M | 0.44% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 28,688 | $3.55M | 0.99% | +8,700+43.5% | Added |
| Quadcap Wealth Management, LLC | 28,739 | $3.56M | 0.64% | +950+3.4% | Added |