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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 1,669 | $207.0K | 0.02% | +50+3.1% | Added |
| Legacy Financial Group, Inc. | 1,674 | $207.2K | 0.08% | −28−1.6% | Reduced |
| Worth Financial Advisory Group, LLC | 1,677 | $207.6K | 0.14% | +1,677 | New |
| IAG Wealth Partners, LLC | 1,679 | $207.9K | 0.04% | −106−5.9% | Reduced |
| Envision Financial Planning, LLC | 1,683 | $208.3K | 0.16% | +1+0.1% | Added |
| Creekmur Asset Management LLC | 1,684 | $208.5K | 0.05% | +25+1.5% | Added |
| Bristol John W & Co Inc | 1,685 | $208.6K | 0.00% | +1,685 | New |
| Kades & Cheifetz LLC | 1,689 | $209.1K | 0.13% | +8+0.5% | Added |
| Keystone Wealth Services, LLC | 1,692 | $209.5K | 0.07% | +97+6.1% | Added |
| Wellspring Financial Advisors, LLC | 1,695 | $209.9K | 0.03% | −4−0.2% | Reduced |
| Sage Financial Management Group, Inc. | 1,700 | $210.0K | 0.64% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,695 | $210.0K | 0.15% | +25+1.5% | Added |
| WealthPlan Investment Management, LLC | 1,701 | $210.6K | 0.03% | −1,000−37.0% | Reduced |
| Torray LLC | 1,705 | $211.1K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,708 | $211.4K | 0.03% | +1,708 | New |
| Kelly Financial Services LLC | 1,708 | $211.5K | 0.08% | +176+11.5% | Added |
| Fulcrum Capital LLC | 1,710 | $211.7K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,712 | $211.9K | 0.16% | −103−5.7% | Reduced |
| San Luis Wealth Advisors LLC | 1,714 | $212.0K | 0.05% | +1,714 | New |
| Compass Financial Group, INC | 1,715 | $212.3K | 0.05% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 1,716 | $212.4K | 0.19% | +138+8.7% | Added |
| ISAM Funds (UK) Ltd | 1,719 | $212.8K | 0.16% | −12,518−87.9% | Reduced |
| Orrstown Financial Services Inc | 1,728 | $213.9K | 0.11% | +1,728 | New |
| Orser Capital Management, LLC | 1,729 | $214.1K | 0.17% | −70−3.9% | Reduced |
| Oberweis Asset Management Inc | 1,730 | $214.2K | 0.01% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,732 | $214.5K | 0.11% | +64+3.8% | Added |
| J. L. Bainbridge & Co., Inc. | 1,736 | $214.9K | 0.02% | +118+7.3% | Added |
| Financial Advisory Corp | 1,733 | $215.0K | 0.09% | −209−10.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,740 | $215.4K | 0.08% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1,740 | $215.4K | 0.17% | +1,740 | New |
| Birchbrook, Inc. | 1,743 | $215.8K | 0.13% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,745 | $216.0K | 0.12% | −305−14.9% | Reduced |
| Echo45 Advisors LLC | 1,748 | $216.4K | 0.15% | −208−10.6% | Reduced |
| Passumpsic Savings Bank | 1,750 | $216.7K | 0.16% | +1,750 | New |
| Anderson Hoagland & Co | 1,721 | $216.9K | 0.02% | +2+0.1% | Added |
| Wealth Management Partners, LLC | 1,752 | $216.9K | 0.11% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 1,749 | $217.0K | 0.04% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 1,756 | $217.4K | 0.16% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,758 | $217.7K | 0.16% | +3+0.2% | Added |
| Sterling Financial Group, Inc. | 1,764 | $218.4K | 0.10% | −30−1.7% | Reduced |
| Southland Equity Partners LLC | 1,768 | $218.9K | 0.06% | +2+0.1% | Added |
| Rice Hall James & Associates, LLC | 1,769 | $219.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 1,779 | $220.2K | 0.02% | −923−34.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,784 | $220.9K | 0.21% | −24−1.3% | Reduced |
| Hyperion Partners, LLC | 1,787 | $221.2K | 0.16% | +193+12.1% | Added |
| New England Professional Planning Group Inc. | 1,787 | $221.2K | 0.12% | −193−9.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,792 | $221.8K | 1.67% | −4,087−69.5% | Reduced |
| Revisor Wealth Management LLC | 1,796 | $222.3K | 0.15% | −1,535−46.1% | Reduced |
| Vantage Consulting Group Inc | 1,798 | $222.6K | 0.17% | −127−6.6% | Reduced |
| Vantage Financial Partners, LLC | 1,800 | $222.8K | 0.06% | +157+9.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 1,800 | $222.8K | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,803 | $223.2K | 0.07% | −1,750−49.3% | Reduced |
| Peak Financial Management, Inc. | 1,807 | $223.7K | 0.07% | −714−28.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,807 | $223.7K | 0.07% | +1,807 | New |
| Iron Financial, LLC | 1,811 | $224.1K | 0.13% | +80+4.6% | Added |
| Madden Securities Corp | 1,822 | $225.6K | 0.10% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,828 | $226.3K | 0.12% | +5+0.3% | Added |
| Yeomans Consulting Group, Inc. | 1,830 | $226.6K | 0.09% | −138−7.0% | Reduced |
| True Link Financial Advisors, LLC | 1,830 | $226.6K | 0.02% | +1,830 | New |
| TAGStone Capital, Inc. | 1,820 | $227.0K | 0.13% | +73+4.2% | Added |
| Campbell & CO Investment Adviser LLC | 1,839 | $227.7K | 0.02% | +1,839 | New |
| Sustainable Insight Capital Management, LLC | 1,841 | $227.9K | 0.11% | +300+19.5% | Added |
| Versant Capital Management, Inc | 1,841 | $227.9K | 0.06% | +922+100.3% | Added |
| Meridian Management Co | 1,842 | $228.0K | 0.06% | +56+3.1% | Added |
| Castleview Partners, LLC | 1,843 | $228.2K | 0.13% | +320+21.0% | Added |
| Options Solutions, LLC | 1,856 | $229.8K | 0.14% | −5,215−73.8% | Reduced |
| Mustard Seed Financial, LLC | 1,859 | $230.1K | 0.22% | +2+0.1% | Added |
| Garrison Asset Management, LLC | 1,860 | $230.3K | 0.12% | −106−5.4% | Reduced |
| XR Securities LLC | 1,864 | $230.8K | 0.39% | +1,864 | New |
| Safeguard Financial, LLC | 1,866 | $231.0K | 0.06% | +1,866 | New |
| Seldon Capital LP | 1,873 | $231.9K | 0.13% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,875 | $232.0K | 0.15% | +12+0.6% | Added |
| Shakespeare Wealth Management, Inc. | 1,874 | $232.0K | 0.07% | +1,874 | New |
| Financial Network Wealth Advisors LLC | 1,879 | $232.2K | 0.17% | +114+6.5% | Added |
| Granite Harbor Advisors, Inc. | 1,877 | $232.4K | 0.15% | +100+5.6% | Added |
| Collaborative Wealth Managment Inc. | 1,877 | $232.4K | 0.11% | −22−1.2% | Reduced |
| GenTrust, LLC | 1,871 | $233.1K | 0.01% | +1,871 | New |
| Fortress Wealth Management, Inc. | 1,883 | $233.1K | 0.12% | +1+0.1% | Added |
| Fidelity D & D Bancorp Inc | 1,887 | $233.6K | 0.18% | −38−2.0% | Reduced |
| Peninsula Wealth, LLC | 1,830 | $233.8K | 0.04% | +218+13.5% | Added |
| Elk River Wealth Management, LLC | 1,878 | $233.9K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 1,893 | $234.3K | 0.16% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,894 | $234.5K | 0.01% | +1,894 | New |
| Denver Wealth Management, Inc. | 1,902 | $235.5K | 0.12% | +10+0.5% | Added |
| Stone Run Capital, LLC | 1,904 | $235.7K | 0.09% | +5+0.3% | Added |
| Sterling Investment Management, Inc. | 1,908 | $236.2K | 0.18% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 1,910 | $236.4K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,156 | $236.5K | 0.08% | +2,156 | New |
| Evolution Wealth Advisors, LLC | 1,893 | $236.6K | 0.05% | −161−7.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,912 | $236.6K | 0.02% | +1,912 | New |
| Landaas & Co | 1,918 | $237.0K | 0.07% | −595−23.7% | Reduced |
| North Point Portfolio Managers Corp | 1,922 | $237.9K | 0.04% | +1,922 | New |
| JBR Co Financial Management Inc | 1,925 | $238.3K | 0.17% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,926 | $238.5K | 0.08% | −209−9.8% | Reduced |
| Bennett Associates Wealth Management | 1,928 | $238.7K | 0.22% | +84+4.6% | Added |
| Napatree Capital LLC | 1,932 | $239.2K | 0.19% | +1,932 | New |
| MTM Financial Group, LLC | 1,937 | $239.8K | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,942 | $240.4K | 0.08% | +37+1.9% | Added |
| Vivid Wealth Management, LLC | 1,943 | $240.5K | 0.13% | +42+2.2% | Added |
| CapitalatWork S.A. | – | $241.0K | 0.01% | – | – |