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 |
|---|---|---|---|---|---|
| Able Wealth Management LLC | 1,946 | $241.0K | 0.20% | +11+0.6% | Added |
| Drucker Wealth 3.0, LLC | 1,947 | $241.0K | 0.06% | +1,947 | New |
| Horizon Investment Services, LLC | 1,947 | $241.1K | 0.11% | −31−1.6% | Reduced |
| Well Done, LLC | 1,948 | $241.1K | 0.05% | +21+1.1% | Added |
| Whitcomb & Hess, Inc. | 1,952 | $241.7K | 0.08% | +76+4.1% | Added |
| Heritage Wealth Partners, LLC | 1,954 | $241.9K | 0.35% | −48−2.4% | Reduced |
| McMahon Financial Advisors, LLC | 1,956 | $242.2K | 0.05% | +19+1.0% | Added |
| Poehling Capital Management, LLC | 1,957 | $242.3K | 0.07% | −5,379−73.3% | Reduced |
| Reuter James Wealth Management, LLC | 1,961 | $242.8K | 0.18% | −46−2.3% | Reduced |
| Dock Street Asset Management Inc | 1,962 | $242.9K | 0.03% | +250+14.6% | Added |
| Guild Investment Management, Inc. | 1,950 | $242.9K | 0.28% | −117−5.7% | Reduced |
| Marshall Financial Group Inc | 1,965 | $243.3K | 0.08% | 00.0% | Unchanged |
| Cowa, LLC | 1,957 | $243.7K | 0.13% | +400+25.7% | Added |
| American Financial Advisors, LLC | 1,971 | $244.1K | 0.03% | +8+0.4% | Added |
| Capital Insight Partners, LLC | 1,972 | $244.1K | 0.05% | −175−8.2% | Reduced |
| Villere St Denis J & Co LLC | 1,974 | $244.4K | 0.02% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,974 | $244.4K | 0.06% | +38+2.0% | Added |
| Alesco Advisors LLC | 1,974 | $244.4K | 0.01% | +274+16.1% | Added |
| Calton & Associates, Inc. | 1,975 | $244.6K | 0.12% | −754−27.6% | Reduced |
| Cabot Wealth Management Inc | 1,979 | $245.0K | 0.03% | −87−4.2% | Reduced |
| Security National Bank of So Dak | 1,980 | $245.1K | 0.15% | −359−15.3% | Reduced |
| Corundum Trust Company, INC | 1,982 | $245.4K | 0.71% | +1,982 | New |
| Rock Point Advisors, LLC | 1,986 | $245.9K | 0.07% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,993 | $246.7K | 0.21% | −187−8.6% | Reduced |
| Hudson Capital Management LLC | 1,996 | $247.1K | 0.08% | +8+0.4% | Added |
| Partnership Wealth Management, LLC | 2,000 | $247.6K | 0.18% | −125−5.9% | Reduced |
| Sandler Capital Management | 2,000 | $247.6K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $247.6K | 0.04% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $247.6K | 0.18% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 2,000 | $247.6K | 0.10% | +2,000 | New |
| Prairiewood Capital, LLC | 2,000 | $247.6K | 0.12% | +2,000 | New |
| Salomon & Ludwin, LLC | 2,003 | $248.0K | 0.03% | −3,503−63.6% | Reduced |
| Adapt Wealth Advisors, LLC | 2,003 | $248.0K | 0.16% | +2,003 | New |
| American Planning Services, Inc. | 2,004 | $248.1K | 0.17% | +395+24.5% | Added |
| Fingerlakes Wealth Management, Inc. | 2,009 | $248.7K | 0.22% | +2+0.1% | Added |
| Stony Point Wealth Management Inc. | 2,013 | $249.2K | 0.11% | +53+2.7% | Added |
| Fielder Capital Group LLC | 2,015 | $249.5K | 0.10% | +4+0.2% | Added |
| Isthmus Partners, LLC | 2,017 | $249.7K | 0.03% | −25−1.2% | Reduced |
| Ruggaard & Associates LLC | 2,017 | $249.7K | 0.12% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,024 | $250.6K | 0.15% | +2+0.1% | Added |
| Pacific Center for Financial Services | 2,026 | $250.8K | 0.07% | 00.0% | Unchanged |
| Mason & Associates Inc | 2,029 | $251.2K | 0.07% | +2+0.1% | Added |
| Gitterman Wealth Management, LLC | 2,030 | $251.4K | 0.10% | +2,030 | New |
| FSB Premier Wealth Management, Inc. | 2,032 | $251.6K | 0.11% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,033 | $251.7K | 0.11% | −26−1.3% | Reduced |
| Horst & Graben Wealth Management LLC | 2,036 | $252.0K | 0.05% | +9+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 2,036 | $252.1K | 0.14% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,045 | $253.2K | 0.07% | −143−6.5% | Reduced |
| Maripau Wealth Management LLC | 2,034 | $253.3K | 0.17% | +165+8.8% | Added |
| Lantern Wealth Advisors, LLC | 2,047 | $253.4K | 0.18% | −323−13.6% | Reduced |
| Hutchinson Capital Management | 2,049 | $253.7K | 0.05% | −18−0.9% | Reduced |
| Wade Financial Advisory, Inc | 2,050 | $253.8K | 0.09% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,051 | $253.9K | 0.15% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,054 | $254.3K | 0.05% | −442−17.7% | Reduced |
| Creekside Partners | 2,055 | $254.4K | 0.14% | +2,055 | New |
| Paul Damon & Associates, Inc. | 2,063 | $255.4K | 0.17% | +56+2.8% | Added |
| Pegasus Partners Ltd. | 2,069 | $256.1K | 0.03% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,075 | $256.9K | 0.25% | +2,075 | New |
| Mraz, Amerine & Associates, Inc. | 2,076 | $257.0K | 0.05% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,014 | $257.3K | 0.11% | +156+8.4% | Added |
| GSG Advisors LLC | 2,012 | $257.3K | 0.09% | −49−2.4% | Reduced |
| Investment Advisory Group, LLC | 2,080 | $257.5K | 0.10% | −13−0.6% | Reduced |
| Crane Advisory, LLC | 2,039 | $257.8K | 0.05% | +67+3.4% | Added |
| Fortis Advisors, LLC | 2,083 | $257.9K | 0.18% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,084 | $258.0K | 0.06% | −231−10.0% | Reduced |
| Wedgewood Investors Inc | 2,086 | $258.2K | 0.31% | +2,086 | New |
| Rational Advisors LLC | 2,096 | $259.5K | 0.03% | +2,096 | New |
| One Wealth Management Investment & Advisory Services, LLC | 2,097 | $259.6K | 0.10% | −144−6.4% | Reduced |
| Clear Street Markets LLC | 2,100 | $260.0K | 0.10% | +2,000+2,000.0% | Added |
| Baker Boyer National Bank | 2,102 | $260.2K | 0.09% | −1,254−37.4% | Reduced |
| LWM Advisory Services, LLC | 2,104 | $260.5K | 0.22% | −488−18.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,104 | $260.5K | 0.11% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $260.8K | 0.11% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,119 | $262.3K | 0.10% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,120 | $262.5K | 0.06% | −21−1.0% | Reduced |
| Sym Financial Corp | 2,121 | $262.6K | 0.04% | +2,121 | New |
| Northwest Wealth Management, LLC | 2,125 | $263.1K | 0.07% | +29+1.4% | Added |
| KFG Wealth Management, LLC | 2,125 | $263.1K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,998 | $263.7K | 0.03% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,132 | $263.9K | 0.07% | −622−22.6% | Reduced |
| First Wilshire Securities Management Inc | 2,131 | $264.0K | 0.08% | 00.0% | Unchanged |
| Delta Capital Management LLC | 2,130 | $264.0K | 0.16% | +2,130 | New |
| Valued Retirements, Inc. | 2,136 | $264.4K | 0.40% | −100−4.5% | Reduced |
| Norway Savings Bank | 2,145 | $265.6K | 0.15% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 2,152 | $266.4K | 0.23% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,153 | $266.6K | 0.03% | +5+0.2% | Added |
| Planning Center, Inc. | 2,163 | $267.8K | 0.03% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,164 | $267.9K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,165 | $268.0K | 0.07% | −101−4.5% | Reduced |
| Security Financial Services, INC. | 2,165 | $268.0K | 0.06% | +111+5.4% | Added |
| TrueWealth Advisors, LLC | 2,168 | $268.4K | 0.10% | −42−1.9% | Reduced |
| Syntax Research, Inc. | 2,175 | $269.3K | 0.21% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,177 | $269.6K | 0.04% | +16+0.7% | Added |
| Lewis Asset Management, LLC | 2,178 | $269.6K | 0.21% | +54+2.5% | Added |
| DLK Investment Management, LLC | 2,183 | $270.3K | 0.11% | +25+1.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $270.4K | 0.18% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,117 | $270.8K | 0.21% | −79−3.6% | Reduced |
| Deltec Asset Management LLC | 2,198 | $272.1K | 0.05% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,198 | $272.1K | 0.11% | +68+3.2% | Added |
| Heritage Wealth Management, Inc./Texas | 2,200 | $272.4K | 0.17% | +2,200 | New |