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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 2,204 | $272.9K | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,207 | $273.0K | 0.15% | 00.0% | Unchanged |
| CAP Partners, LLC | 2,218 | $274.5K | 0.22% | −74−3.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,226 | $275.6K | 0.08% | +2,226 | New |
| Coerente Capital Management | 2,231 | $276.2K | 0.05% | −2,200−49.7% | Reduced |
| Stonehearth Capital Management, LLC | 2,231 | $276.2K | 0.12% | −1,500−40.2% | Reduced |
| Fountainhead AM, LLC | 2,243 | $277.6K | 0.07% | +572+34.2% | Added |
| SL Advisors, LLC | 2,247 | $278.2K | 0.55% | 00.0% | Unchanged |
| Lynx Investment Advisory | 2,260 | $279.8K | 0.21% | +2,260 | New |
| Consilio Wealth Advisors, LLC | 2,250 | $279.8K | 0.13% | +105+4.9% | Added |
| Tandem Investment Advisors, Inc. | 2,265 | $280.0K | 0.01% | −779−25.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,250 | $280.3K | 0.16% | −70−3.0% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $280.7K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,270 | $281.0K | 0.08% | −38−1.6% | Reduced |
| Triune Financial Partners, LLC | 2,278 | $282.0K | 0.10% | −387−14.5% | Reduced |
| Pavion Blue Capital, LLC | 2,278 | $282.0K | 0.14% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 2,283 | $282.6K | 0.33% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,270 | $282.8K | 0.16% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,284 | $282.8K | 0.09% | −17−0.7% | Reduced |
| Carolinas Wealth Consulting LLC | 2,288 | $283.2K | 0.05% | +18+0.8% | Added |
| American Investment Services, Inc. | 2,290 | $283.5K | 0.05% | 00.0% | Unchanged |
| Meritage Group LP | 2,292 | $283.8K | 0.01% | +159+7.5% | Added |
| Gibbs Wealth Management | 2,294 | $284.0K | 0.11% | +609+36.1% | Added |
| Blume Capital Management, Inc. | 2,300 | $284.7K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,302 | $285.0K | 0.10% | +150+7.0% | Added |
| Wealthstar Advisors, LLC | 2,306 | $285.5K | 0.23% | +2,306 | New |
| Vanguard Capital Wealth Advisors | 2,308 | $285.8K | 0.19% | +3+0.1% | Added |
| TAP Consulting, LLC | 2,310 | $286.0K | 0.06% | +98+4.4% | Added |
| Trust Co | 2,318 | $287.0K | 0.04% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,320 | $287.2K | 0.08% | +453+24.3% | Added |
| Geometric Wealth Advisors | 2,321 | $287.3K | 0.06% | +418+22.0% | Added |
| NovaPoint Capital, LLC | 2,332 | $288.6K | 0.10% | +9+0.4% | Added |
| Willis Johnson & Associates, Inc. | 2,336 | $289.2K | 0.02% | +301+14.8% | Added |
| Bellecapital International Ltd. | 2,340 | $289.7K | 0.06% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,341 | $289.8K | 0.30% | −1,486−38.8% | Reduced |
| Gray Wealth Management Inc. | 2,347 | $290.6K | 0.13% | +10.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,349 | $291.0K | 0.02% | +349+17.5% | Added |
| Flaharty Asset Management, LLC | 2,356 | $291.6K | 0.04% | +729+44.8% | Added |
| Granite FO LLC | 2,356 | $291.7K | 0.19% | +1,036+78.5% | Added |
| Smith & Howard Wealth Management, LLC | 2,360 | $292.2K | 0.09% | +179+8.2% | Added |
| RWM Asset Management, LLC | 2,361 | $292.3K | 0.05% | −179−7.0% | Reduced |
| Canvas Wealth Advisors, LLC | 2,539 | $292.6K | 0.09% | +367+16.9% | Added |
| Facet Wealth, Inc. | 2,543 | $293.1K | 0.01% | +2,543 | New |
| Apeiron RIA LLC | 2,371 | $293.5K | 0.09% | −31−1.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,371 | $293.5K | 0.16% | +12+0.5% | Added |
| New England Capital Financial Advisors LLC | 2,375 | $294.0K | 0.16% | +14+0.6% | Added |
| WFA of San Diego, LLC | 2,388 | $295.6K | 0.26% | +2,388 | New |
| Optivise Advisory Services LLC | 2,389 | $295.8K | 0.16% | +2,389 | New |
| Sharp Financial Services, LLC | 2,393 | $296.3K | 0.25% | +333+16.2% | Added |
| Blue Bell Private Wealth Management, LLC | 2,394 | $296.4K | 0.06% | +88+3.8% | Added |
| Silver Coast Investments LLC | 2,398 | $296.9K | 0.12% | +164+7.3% | Added |
| Coppell Advisory Solutions LLC | 2,402 | $297.3K | 0.05% | +2,402 | New |
| Independent Wealth Network Inc. | 2,404 | $297.6K | 0.14% | −39−1.6% | Reduced |
| Legacy Bridge, LLC | 2,406 | $297.9K | 0.18% | 00.0% | Unchanged |
| NDVR, Inc. | 2,412 | $298.6K | 0.31% | −150−5.9% | Reduced |
| Lodestar Private Asset Management LLC | 2,427 | $300.5K | 0.04% | −65−2.6% | Reduced |
| Aletheian Wealth Advisors LLC | 2,428 | $300.6K | 0.16% | +332+15.8% | Added |
| HFG Advisors, Inc. | 2,437 | $301.7K | 0.28% | −420−14.7% | Reduced |
| Tyler-Stone Wealth Management | 2,441 | $302.2K | 0.12% | −7−0.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,444 | $302.6K | 0.11% | −181−6.9% | Reduced |
| Brass Tax Wealth Management, Inc | 2,446 | $302.8K | 0.06% | +2,446 | New |
| Marshall & Sullivan Inc | 2,450 | $303.3K | 0.15% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 2,452 | $303.4K | 0.04% | −488−16.6% | Reduced |
| Integris Wealth Management, LLC | 2,454 | $303.8K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,454 | $303.8K | 0.03% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,456 | $304.0K | 0.05% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,458 | $304.3K | 0.30% | 00.0% | Unchanged |
| Breakwater Investment Management | 2,461 | $304.7K | 0.14% | 00.0% | Unchanged |
| American Money Management, LLC | 2,462 | $304.8K | 0.07% | +20+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 2,462 | $304.8K | 0.14% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,471 | $305.9K | 0.13% | +535+27.6% | Added |
| Fagan Associates, Inc. | 2,495 | $308.9K | 0.05% | 00.0% | Unchanged |
| Independent Investors Inc | 2,500 | $309.5K | 0.07% | 00.0% | Unchanged |
| Davis Capital Management | 2,420 | $309.5K | 0.27% | −101−4.0% | Reduced |
| Oarsman Capital, Inc. | 2,501 | $309.6K | 0.07% | +231+10.2% | Added |
| Cahill Financial Advisors Inc | 2,515 | $311.4K | 0.04% | +84+3.5% | Added |
| Jag Capital Management, LLC | 2,516 | $311.5K | 0.04% | −1,000−28.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,524 | $312.5K | 0.07% | +2,524 | New |
| Avaii Wealth Management, LLC | 2,529 | $313.0K | 0.17% | −84−3.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,530 | $313.2K | 0.21% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,533 | $313.5K | 0.12% | +114+4.7% | Added |
| Baron Wealth Management LLC | 2,534 | $313.7K | 0.16% | +134+5.6% | Added |
| Riversedge Advisors, LLC | 2,539 | $314.3K | 0.08% | −78−3.0% | Reduced |
| Endowment Wealth Management, Inc. | 2,542 | $314.6K | 0.23% | −16−0.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 2,542 | $314.7K | 0.04% | −113−4.3% | Reduced |
| Wealthstream Advisors, Inc. | 2,560 | $316.9K | 0.12% | +87+3.5% | Added |
| Mosley Wealth Management | 2,560 | $316.9K | 0.27% | −353−12.1% | Reduced |
| Waypoint Capital Advisors, LLC | 2,564 | $317.4K | 0.08% | +137+5.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,567 | $317.8K | 0.11% | −152−5.6% | Reduced |
| ERn Financial, LLC | 2,571 | $318.3K | 0.05% | +89+3.6% | Added |
| Falcon Wealth Planning | 2,573 | $318.5K | 0.04% | +161+6.7% | Added |
| Penobscot Wealth Management | 2,524 | $319.0K | 0.19% | −19−0.7% | Reduced |
| Bay Rivers Group | 2,578 | $319.2K | 0.17% | +210+8.9% | Added |
| Triad Wealth Partners, LLC | 2,593 | $321.0K | 0.17% | +548+26.8% | Added |
| Fort, L.P. | 2,597 | $321.5K | 0.82% | +60+2.4% | Added |
| Legacy Edge Advisors, LLC | 2,599 | $321.8K | 0.06% | +521+25.1% | Added |
| NWK Group, Inc. | 2,600 | $321.9K | 0.14% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,600 | $321.9K | 0.19% | +2,100+420.0% | Added |
| New Jersey Better Educational Savings Trust | 2,605 | $322.5K | 0.65% | −5,473−67.8% | Reduced |
| Community Bank of Raymore | 2,605 | $322.5K | 0.25% | +140+5.7% | Added |