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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 28,744 | $3.56M | 1.04% | +380+1.3% | Added |
| Sepio Capital, LP | 28,888 | $3.58M | 0.33% | −4,153−12.6% | Reduced |
| Little House Capital LLC | 28,952 | $3.58M | 1.12% | −56−0.2% | Reduced |
| Chilton Investment Co LLC | 28,964 | $3.59M | 0.10% | −27,070−48.3% | Reduced |
| RNC Capital Management LLC | 28,979 | $3.59M | 0.20% | +2,711+10.3% | Added |
| Carnegie Capital Asset Management, LLC | 29,105 | $3.60M | 0.11% | −5,533−16.0% | Reduced |
| Trust Asset Management LLC | 29,128 | $3.61M | 0.30% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29,156 | $3.61M | 0.33% | −289−1.0% | Reduced |
| Romano Brothers and Company | 29,263 | $3.62M | 0.50% | −1,815−5.8% | Reduced |
| Independence Bank of Kentucky | 29,276 | $3.62M | 0.96% | +11,162+61.6% | Added |
| Harvey Investment Co LLC | 29,288 | $3.63M | 0.43% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 29,292 | $3.63M | 0.78% | +413+1.4% | Added |
| Aigen Investment Management, LP | 29,332 | $3.63M | 0.71% | +14,092+92.5% | Added |
| Reynders McVeigh Capital Management, LLC | 29,387 | $3.64M | 0.21% | +1,397+5.0% | Added |
| Wills Financial Group, Inc. | 29,612 | $3.67M | 1.69% | +4,941+20.0% | Added |
| Smartleaf Asset Management LLC | 28,242 | $3.67M | 0.60% | +3,696+15.1% | Added |
| AlphaStar Capital Management, LLC | 29,668 | $3.67M | 0.34% | +1,861+6.7% | Added |
| Checchi Capital Advisers, LLC | 29,708 | $3.68M | 0.29% | +779+2.7% | Added |
| Mirabaud Asset Management Ltd | 29,724 | $3.68M | 1.69% | +10,637+55.7% | Added |
| Independent Solutions Wealth Management, LLC | 29,736 | $3.68M | 0.84% | −303−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 28,560 | $3.68M | 0.60% | +87+0.3% | Added |
| Horizon Investments, LLC | 29,768 | $3.69M | 0.10% | −29,111−49.4% | Reduced |
| American National Bank | 29,792 | $3.69M | 0.46% | −23−0.1% | Reduced |
| Stone Point Wealth LLC | 29,813 | $3.69M | 1.32% | +391+1.3% | Added |
| Sterling Investment Advisors, Ltd. | 29,817 | $3.69M | 1.00% | −1,570−5.0% | Reduced |
| Independent Financial Group, LLC | 29,834 | $3.69M | 0.15% | −5,985−16.7% | Reduced |
| SageView Advisory Group, LLC | 29,922 | $3.70M | 0.17% | +29,922 | New |
| Fifth Lane Capital, LP | 30,000 | $3.71M | 8.12% | +30,000 | New |
| Richard P Slaughter Associates Inc | 30,088 | $3.72M | 0.88% | +875+3.0% | Added |
| Rehmann Capital Advisory Group | 30,150 | $3.73M | 0.27% | +3,551+13.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 30,175 | $3.74M | 0.03% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 30,178 | $3.74M | 0.39% | −410−1.3% | Reduced |
| Fairhaven Wealth Management, LLC | 30,186 | $3.74M | 1.24% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 30,201 | $3.74M | 0.42% | +645+2.2% | Added |
| Mogy Joel R Investment Counsel Inc | 30,223 | $3.74M | 0.24% | −200−0.7% | Reduced |
| Broadwater Capital Management LLC | 30,232 | $3.74M | 2.89% | 00.0% | Unchanged |
| Syon Capital LLC | 30,240 | $3.74M | 0.34% | +750+2.5% | Added |
| Silvant Capital Management LLC | 30,074 | $3.75M | 0.17% | 00.0% | Unchanged |
| Csenge Advisory Group | 30,266 | $3.75M | 0.21% | +509+1.7% | Added |
| Harbor Investment Advisory, LLC | 30,307 | $3.75M | 0.39% | −45−0.1% | Reduced |
| High Note Wealth, LLC | 30,325 | $3.75M | 1.15% | +3,146+11.6% | Added |
| Financial Partners Group, LLC | 30,465 | $3.77M | 1.46% | −115−0.4% | Reduced |
| Welch Group, LLC | 30,654 | $3.79M | 0.18% | −196−0.6% | Reduced |
| EagleClaw Capital Managment, LLC | 30,768 | $3.81M | 0.69% | −50−0.2% | Reduced |
| Blue Fin Capital, Inc. | 30,801 | $3.81M | 0.76% | +68+0.2% | Added |
| BFSG, LLC | 30,839 | $3.82M | 0.48% | +435+1.4% | Added |
| Means Investment Co., Inc. | 30,852 | $3.82M | 0.46% | −435−1.4% | Reduced |
| Madison Asset Management, LLC | 30,908 | $3.83M | 0.05% | −456−1.5% | Reduced |
| Family Management Corp | 30,915 | $3.83M | 0.68% | +1,098+3.7% | Added |
| Brown, Lisle/Cummings, Inc. | 30,937 | $3.83M | 1.25% | +2,074+7.2% | Added |
| Essex Savings Bank | 30,946 | $3.83M | 1.03% | −683−2.2% | Reduced |
| Steel Peak Wealth Management LLC | 30,793 | $3.84M | 0.18% | +5,277+20.7% | Added |
| Prestige Wealth Management Group LLC | 30,799 | $3.84M | 0.83% | +454+1.5% | Added |
| Abbot Financial Management, Inc. | 31,012 | $3.84M | 2.06% | −146−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 31,056 | $3.84M | 0.80% | −386−1.2% | Reduced |
| Quest Investment Management LLC | 31,117 | $3.85M | 0.43% | −1,477−4.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,303 | $3.88M | 0.12% | +9,853+45.9% | Added |
| First Financial Bank - Trust Division | 31,370 | $3.88M | 0.38% | −1,031−3.2% | Reduced |
| Addison Capital Co | 31,406 | $3.89M | 1.69% | +965+3.2% | Added |
| Empire Financial Management Company, LLC | 31,456 | $3.89M | 1.29% | −4,647−12.9% | Reduced |
| Waldron Private Wealth LLC | 31,290 | $3.90M | 0.17% | −88−0.3% | Reduced |
| Morton Community Bank | 31,604 | $3.91M | 1.10% | +1,250+4.1% | Added |
| TSP Capital Management Group, LLC | 31,676 | $3.92M | 1.23% | −3,200−9.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.93M | 0.89% | 00.0% | Unchanged |
| Brighton Jones LLC | 31,742 | $3.93M | 0.13% | +346+1.1% | Added |
| Girard Partners Ltd. | 31,747 | $3.93M | 0.37% | −565−1.7% | Reduced |
| Money Concepts Capital Corp | 31,750 | $3.93M | 0.33% | +1,609+5.3% | Added |
| Moody National Bank Trust Division | 31,783 | $3.93M | 0.31% | +117+0.4% | Added |
| Alpha Omega Wealth Management LLC | 31,861 | $3.94M | 0.75% | +200+0.6% | Added |
| Chesapeake Asset Management LLC | 31,862 | $3.94M | 3.78% | −210−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 31,879 | $3.95M | 0.28% | +31,455+7,418.6% | Added |
| Gilliland Jeter Wealth Management LLC | 31,921 | $3.95M | 1.33% | −729−2.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,961 | $3.96M | 2.85% | −29−0.1% | Reduced |
| Qtron Investments LLC | 31,963 | $3.96M | 0.57% | +1,594+5.2% | Added |
| Court Place Advisors, LLC | 31,964 | $3.96M | 1.24% | −94−0.3% | Reduced |
| Mechanics Bank Trust Department | 31,974 | $3.96M | 0.57% | −120.0% | Reduced |
| Marathon Capital Management | 32,064 | $3.97M | 1.01% | −240−0.7% | Reduced |
| Franklin Street Advisors Inc | 32,170 | $3.98M | 0.28% | +6,602+25.8% | Added |
| Atomi Financial Group, Inc. | 32,300 | $4.00M | 0.30% | +4,191+14.9% | Added |
| F/M Investments LLC | 32,326 | $4.00M | 0.14% | +30,390+1,569.7% | Added |
| Iowa State Bank | 32,346 | $4.00M | 0.88% | −667−2.0% | Reduced |
| McGinn Investment Management, Inc. | 32,594 | $4.04M | 2.74% | −100−0.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 32,635 | $4.04M | 0.76% | −1,760−5.1% | Reduced |
| Concord Asset Management, LLC | 32,640 | $4.04M | 1.00% | +3,492+12.0% | Added |
| Glass Wealth Management Co LLC | 32,656 | $4.04M | 2.36% | +505+1.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 32,705 | $4.05M | 3.39% | −998−3.0% | Reduced |
| Allegheny Financial Group LTD | 32,709 | $4.05M | 1.16% | +2,823+9.4% | Added |
| Financial Advisory Service, Inc. | 32,762 | $4.06M | 0.35% | +697+2.2% | Added |
| Summit Trail Advisors, LLC | 32,711 | $4.07M | 0.11% | −1,056−3.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,957 | $4.08M | 2.51% | −249−0.7% | Reduced |
| Mission Wealth Management, LP | 33,007 | $4.09M | 0.11% | +2,977+9.9% | Added |
| Berkshire Bank | 33,030 | $4.09M | 1.03% | −2,321−6.6% | Reduced |
| Washington Trust Co | 33,089 | $4.10M | 0.15% | −1,514−4.4% | Reduced |
| Vise Technologies, Inc. | 33,096 | $4.10M | 0.72% | +177+0.5% | Added |
| Graypoint LLC | 33,290 | $4.12M | 0.28% | −4,582−12.1% | Reduced |
| Synergy Financial Management, LLC | 33,341 | $4.13M | 0.65% | +4,569+15.9% | Added |
| Lodestone Wealth Management LLC | 33,344 | $4.13M | 2.20% | −926−2.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 33,420 | $4.14M | 0.64% | +2,124+6.8% | Added |
| Fifth Third Wealth Advisors LLC | 33,478 | $4.14M | 0.31% | +7,364+28.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 33,492 | $4.15M | 0.96% | +7,140+27.1% | Added |