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 |
|---|---|---|---|---|---|
| Triton Wealth Management, PLLC | 2,601 | $323.5K | 0.19% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $324.7K | 0.10% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 2,625 | $325.0K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 2,625 | $325.0K | 0.15% | +2,625 | New |
| Grant Street Asset Management, Inc. | 2,627 | $325.3K | 0.10% | 00.0% | Unchanged |
| Algert Global LLC | 2,628 | $325.3K | 0.01% | +2,628 | New |
| Ullmann Financial Group, Inc. | 2,633 | $326.0K | 0.05% | +385+17.1% | Added |
| Kuhn & Co Investment Counsel | 2,635 | $326.2K | 0.29% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,638 | $326.6K | 0.15% | +204+8.4% | Added |
| Elmwood Wealth Management, Inc. | 2,647 | $327.7K | 0.15% | −32−1.2% | Reduced |
| Swisher Financial Concepts, Inc. | 2,575 | $329.0K | 0.33% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,658 | $329.1K | 0.20% | +9+0.3% | Added |
| Custom Index Systems, LLC | 2,659 | $329.2K | 0.19% | −751−22.0% | Reduced |
| Powers Advisory Group, LLC | 2,662 | $329.5K | 0.18% | −35−1.3% | Reduced |
| Skyline Advisors, Inc. | 2,663 | $329.7K | 0.14% | −199−7.0% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,663 | $329.7K | 0.09% | +12+0.5% | Added |
| State of Wyoming | 2,667 | $330.2K | 0.05% | +1,704+176.9% | Added |
| Northside Capital Management, LLC | 2,670 | $330.5K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,671 | $330.7K | 0.03% | −62−2.3% | Reduced |
| Walker Asset Management, LLC | 2,672 | $330.8K | 0.22% | −25−0.9% | Reduced |
| OneAscent Wealth Management LLC | 2,677 | $333.0K | 0.17% | +76+2.9% | Added |
| Financial Freedom, LLC | 2,694 | $333.5K | 0.19% | +8+0.3% | Added |
| MPS Loria Financial Planners, LLC | 2,691 | $333.6K | 0.11% | +5+0.2% | Added |
| JMG Financial Group, Ltd. | 2,696 | $333.8K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,698 | $334.0K | 0.18% | +2+0.1% | Added |
| Chiron Capital Management, LLC | 2,700 | $334.3K | 0.32% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,701 | $334.4K | 0.27% | +10.0% | Added |
| Blueshift Asset Management, LLC | 2,709 | $335.4K | 0.11% | +2,709 | New |
| Cadent Capital Advisors, LLC | 2,713 | $335.9K | 0.14% | +9+0.3% | Added |
| Buckhead Capital Management LLC | 2,722 | $336.9K | 0.11% | −33−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,691 | $337.6K | 0.03% | +692+34.6% | Added |
| Aspen Wealth Strategies, LLC | 2,686 | $338.2K | 0.24% | +125+4.9% | Added |
| Ballast Advisors LLC | 2,737 | $338.8K | 0.11% | +400+17.1% | Added |
| Leslie Global Wealth, LLC | 2,737 | $338.8K | 0.20% | +2,737 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,699 | $339.5K | 0.17% | +2+0.1% | Added |
| Lazari Capital Management, Inc. | 2,746 | $340.0K | 0.15% | +244+9.8% | Added |
| Intrinsic Value Partners, LLC | 2,749 | $340.3K | 0.35% | −40−1.4% | Reduced |
| Chickasaw Capital Management LLC | 2,757 | $341.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,757 | $341.3K | 0.11% | −152−5.2% | Reduced |
| KWB Wealth | 2,598 | $342.8K | 0.05% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,772 | $343.2K | 0.26% | +2,772 | New |
| Detalus Advisors, LLC | 2,772 | $343.2K | 0.12% | +10.0% | Added |
| Moody Aldrich Partners LLC | 2,776 | $343.7K | 0.07% | −2,984−51.8% | Reduced |
| Seeds Investor LLC | 2,782 | $344.5K | 0.18% | +1,143+69.7% | Added |
| Hohimer Wealth Management, LLC | 2,786 | $344.9K | 0.08% | −58−2.0% | Reduced |
| NSI Retail Advisors, LLC | 2,788 | $345.0K | 0.06% | −100−3.5% | Reduced |
| Cooper/Haims Advisors, LLC | 2,792 | $345.6K | 0.19% | −164−5.5% | Reduced |
| Menard Financial Group LLC | 2,799 | $346.6K | 0.25% | +8+0.3% | Added |
| Harvey Capital Management Inc | 2,800 | $346.6K | 0.09% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,805 | $347.3K | 0.07% | +166+6.3% | Added |
| Steele Capital Management, Inc. | 2,789 | $347.5K | 0.02% | +79+2.9% | Added |
| Gradient Capital Advisors, LLC | 2,812 | $348.1K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,814 | $348.4K | 0.07% | +147+5.5% | Added |
| LJI Wealth Management, LLC | 2,815 | $348.5K | 0.08% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,819 | $349.0K | 0.10% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,820 | $349.1K | 0.19% | 00.0% | Unchanged |
| Slagle Financial, LLC | 2,823 | $349.5K | 0.18% | −17,276−86.0% | Reduced |
| William Allan, LLC | 2,826 | $350.0K | 0.23% | −40−1.4% | Reduced |
| Summitry LLC | 2,828 | $350.1K | 0.02% | −375−11.7% | Reduced |
| Saiph Capital, LLC | 2,831 | $350.4K | 0.16% | +78+2.8% | Added |
| Blue Barn Wealth, LLC | 2,838 | $351.3K | 0.20% | +188+7.1% | Added |
| Droms Strauss Advisors Inc | 2,841 | $352.0K | 0.13% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,862 | $354.0K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,863 | $354.0K | 0.03% | +2,863 | New |
| Glass Jacobson Investment Advisors llc | 2,863 | $354.4K | 0.13% | +10.0% | Added |
| Lion Street Advisors, LLC | 2,866 | $354.9K | 0.13% | −130−4.3% | Reduced |
| FFT Wealth Management LLC | 2,867 | $355.0K | 0.03% | −237−7.6% | Reduced |
| Motive Wealth Advisors | 2,870 | $355.3K | 0.21% | +16+0.6% | Added |
| Blue Square Asset Management, LLC | 2,873 | $355.7K | 0.21% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,795 | $355.8K | 0.04% | +21+0.8% | Added |
| MinichMacGregor Wealth Management, LLC | 2,883 | $356.9K | 0.09% | −263−8.4% | Reduced |
| Argus Investors' Counsel, Inc. | 2,883 | $356.9K | 0.22% | +1,050+57.3% | Added |
| CFO4Life Group, LLC | 2,884 | $357.0K | 0.07% | +251+9.5% | Added |
| Warren Street Wealth Advisors, LLC | 2,890 | $357.8K | 0.18% | +138+5.0% | Added |
| Campbell Wealth Management | 2,891 | $358.0K | 0.12% | +10.0% | Added |
| Fairview Capital Investment Management, LLC | 2,896 | $358.5K | 0.02% | −2,000−40.8% | Reduced |
| Eclectic Associates Inc | 2,899 | $358.8K | 0.16% | +40+1.4% | Added |
| FDx Advisors, Inc. | 2,898 | $359.0K | 0.10% | −35,526−92.5% | Reduced |
| Private Wealth Management Group, LLC | 2,901 | $359.1K | 0.16% | 00.0% | Unchanged |
| Cedrus LLC | 2,901 | $359.1K | 0.18% | +347+13.6% | Added |
| Mattern Capital Management, LLC | 2,903 | $359.4K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,905 | $359.6K | 0.06% | +221+8.2% | Added |
| Ashton Thomas Securities, LLC | 2,854 | $359.7K | 0.09% | +2,854 | New |
| Amplius Wealth Advisors, LLC | 2,910 | $360.3K | 0.04% | −429−12.8% | Reduced |
| Ewa, LLC | 2,897 | $360.3K | 0.15% | +684+30.9% | Added |
| Reik & Co., LLC | 2,914 | $360.8K | 0.09% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,900 | $361.3K | 0.25% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,926 | $362.2K | 0.28% | +19+0.7% | Added |
| Palisade Capital Management LLC | 2,936 | $363.5K | 0.01% | −34−1.1% | Reduced |
| Hills Bank & Trust Co | 2,941 | $364.1K | 0.03% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,945 | $364.6K | 0.21% | +150+5.4% | Added |
| Kozak & Associates, Inc. | 2,898 | $364.7K | 0.09% | −938−24.5% | Reduced |
| TriaGen Wealth Management LLC | 2,948 | $365.0K | 0.14% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 2,957 | $366.1K | 0.36% | 00.0% | Unchanged |
| Balentine LLC | 2,978 | $368.7K | 0.02% | −86,563−96.7% | Reduced |
| Private Client Services, LLC | 2,979 | $368.8K | 0.23% | −136−4.4% | Reduced |
| One Day In July LLC | 2,986 | $369.7K | 0.05% | +554+22.8% | Added |
| Highlander Partners, L.P. | 3,300 | $369.9K | 0.25% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,991 | $370.3K | 0.13% | +1,021+51.8% | Added |
| Quantum Financial Advisors, LLC | 2,995 | $370.8K | 0.07% | −45−1.5% | Reduced |