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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 3,000 | $371.4K | 0.35% | −1,000−25.0% | Reduced |
| Robotti Robert | 3,000 | $371.4K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,001 | $371.5K | 0.19% | −100−3.2% | Reduced |
| EdgeRock Capital LLC | 3,007 | $372.4K | 0.29% | +543+22.0% | Added |
| Schubert & Co | 2,822 | $372.4K | 0.32% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,017 | $373.5K | 0.29% | −187−5.8% | Reduced |
| Mainstay Capital Management LLC | 3,022 | $374.2K | 0.07% | +4+0.1% | Added |
| Adamsbrown Wealth Consultants LLC | 3,022 | $374.2K | 0.15% | +2+0.1% | Added |
| Avenue 1 Advisors, LLC | 3,028 | $374.9K | 0.15% | −54−1.8% | Reduced |
| Jupiter Asset Management Ltd | 3,029 | $375.0K | 0.00% | +3,029 | New |
| Westside Investment Management, Inc. | 3,033 | $375.6K | 0.09% | +21+0.7% | Added |
| EPG Wealth Management LLC | 0 | $375.8K | 0.09% | −3,026−100.0% | Reduced |
| Wealth Advisory Solutions, LLC | 3,046 | $377.1K | 0.10% | −447−12.8% | Reduced |
| Gentry Private Wealth, LLC | 3,061 | $379.0K | 0.33% | +3,061 | New |
| Kohmann Bosshard Financial Services, LLC | 3,062 | $379.1K | 0.05% | +200+7.0% | Added |
| Intergy Private Wealth, LLC | 3,063 | $379.2K | 0.16% | +50+1.7% | Added |
| Warther Private Wealth, LLC | 3,079 | $381.2K | 0.15% | +3,079 | New |
| Source Financial Advisors LLC | 3,084 | $381.8K | 0.12% | +10.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,087 | $382.2K | 0.03% | +3,087 | New |
| Rice Partnership, LLC | 3,100 | $383.8K | 0.08% | −171−5.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,100 | $383.8K | 0.10% | +3,100 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,115 | $385.6K | 0.02% | +238+8.3% | Added |
| Okabena Investment Services Inc | 3,117 | $385.9K | 0.12% | +3,117 | New |
| Santori & Peters | 3,120 | $386.2K | 0.17% | −380−10.9% | Reduced |
| Five Oceans Advisors | 3,125 | $386.9K | 0.20% | −30−1.0% | Reduced |
| Truvestments Capital LLC | 3,127 | $387.2K | 0.15% | +34+1.1% | Added |
| PrairieView Partners, LLC | 3,138 | $388.0K | 0.04% | +3,000+2,173.9% | Added |
| Scholtz & Company, LLC | 3,142 | $389.0K | 0.17% | −230−6.8% | Reduced |
| Byrne Asset Management LLC | – | $389.2K | 0.28% | – | – |
| Waterloo Capital, L.P. | 3,149 | $389.8K | 0.05% | −63−2.0% | Reduced |
| Trust Investment Advisors | 3,151 | $390.1K | 0.25% | +3,151 | New |
| Ballew Advisors, Inc | 3,050 | $390.7K | 0.26% | +15+0.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,160 | $391.2K | 0.17% | −29−0.9% | Reduced |
| Towerpoint Wealth, LLC | 3,164 | $391.7K | 0.20% | +813+34.6% | Added |
| Carmel Capital Partners, LLC | 3,177 | $393.3K | 0.17% | +45+1.4% | Added |
| Watchman Group, Inc. | 3,180 | $393.7K | 0.13% | −23,222−88.0% | Reduced |
| Cahaba Wealth Management, Inc. | 3,182 | $394.0K | 0.03% | −274−7.9% | Reduced |
| Gerber, LLC | 3,204 | $396.7K | 0.31% | +109+3.5% | Added |
| Waterford Advisors, LLC | 3,208 | $397.1K | 0.17% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,216 | $398.1K | 0.21% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,227 | $399.5K | 0.35% | −10−0.3% | Reduced |
| Thrive Capital Management, LLC | 3,227 | $399.6K | 0.18% | +375+13.1% | Added |
| Smith Shellnut Wilson LLC | 3,239 | $401.0K | 0.19% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,239 | $401.0K | 0.02% | +860+36.1% | Added |
| Lane & Associates LLC | 3,246 | $401.8K | 0.24% | +180+5.9% | Added |
| Bruce G. Allen Investments, LLC | 3,254 | $402.8K | 0.34% | −670−17.1% | Reduced |
| Strata Wealth Advisors, LLC | 3,268 | $404.6K | 0.14% | +3,268 | New |
| Security National Bank of Sioux City Iowa | 3,269 | $404.7K | 0.29% | −100−3.0% | Reduced |
| Cohen & Steers, Inc. | 3,269 | $405.0K | 0.00% | −63−1.9% | Reduced |
| Gibson Capital, LLC | 3,280 | $406.1K | 0.09% | +50+1.5% | Added |
| Osborne Partners Capital Management, LLC | 3,281 | $406.2K | 0.02% | +75+2.3% | Added |
| Abundance Wealth Counselors | 3,291 | $407.0K | 0.19% | −7,636−69.9% | Reduced |
| Summit X, LLC | 3,276 | $407.4K | 0.09% | +291+9.7% | Added |
| Noble Family Wealth, LLC | 3,291 | $407.4K | 0.12% | +600+22.3% | Added |
| Sciencast Management LP | 3,300 | $408.5K | 0.14% | +871+35.9% | Added |
| Dark Forest Capital Management LP | 3,301 | $408.7K | 0.07% | +3,301 | New |
| Fiducient Advisors LLC | 3,283 | $409.0K | 0.06% | +996+43.6% | Added |
| Pasadena Private Wealth, LLC | 3,310 | $409.8K | 0.09% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 3,313 | $410.1K | 0.24% | +7+0.2% | Added |
| Castle Rock Wealth Management, LLC | 3,208 | $410.3K | 0.10% | +2+0.1% | Added |
| Braun-Bostich & Associates Inc. | 3,315 | $410.4K | 0.31% | +440+15.3% | Added |
| Lockerman Financial Group, Inc. | 3,321 | $411.1K | 0.75% | −61−1.8% | Reduced |
| McCollum Christoferson Group LLC | 3,325 | $411.6K | 0.12% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,325 | $411.6K | 0.08% | +600+22.0% | Added |
| Fermata Advisors, LLC | 3,331 | $412.4K | 0.09% | +3,331 | New |
| WCM Investment Management, LLC | 3,182 | $413.0K | 0.00% | +993+45.4% | Added |
| SkyOak Wealth, LLC | 3,337 | $413.1K | 0.10% | +10.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,338 | $413.2K | 0.10% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 3,341 | $413.6K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,342 | $413.7K | 0.14% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 3,362 | $416.2K | 0.04% | +139+4.3% | Added |
| Prosperity Financial Group, Inc. | 3,371 | $417.3K | 0.26% | −39−1.1% | Reduced |
| Beacon Financial Strategies CORP | 3,381 | $418.6K | 0.30% | +10.0% | Added |
| Opal Wealth Advisors, LLC | 3,382 | $418.7K | 0.13% | −1,006−22.9% | Reduced |
| Trust Co of Oklahoma | 3,384 | $418.9K | 0.15% | −69−2.0% | Reduced |
| American Trust Investment Advisors, LLC | 3,388 | $419.4K | 0.20% | −220−6.1% | Reduced |
| InTrack Investment Management Inc | 3,393 | $420.1K | 0.30% | +400+13.4% | Added |
| Verity & Verity, LLC | 3,397 | $420.5K | 0.05% | −180−5.0% | Reduced |
| Bayesian Capital Management, LP | 3,400 | $420.9K | 0.05% | +3,400 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,402 | $421.2K | 0.12% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,402 | $421.2K | 0.07% | +319+10.3% | Added |
| West Bancorporation Inc | 3,405 | $421.5K | 0.31% | −220−6.1% | Reduced |
| One Charles Private Wealth Services, LLC | 3,407 | $421.8K | 0.18% | +2+0.1% | Added |
| Marks Group Wealth Management, Inc | 3,410 | $422.2K | 0.04% | −114−3.2% | Reduced |
| Montz Harcus Wealth Management LLC | 3,420 | $423.4K | 0.27% | −75−2.1% | Reduced |
| Brown Capital Management LLC | 3,424 | $423.9K | 0.01% | +461+15.6% | Added |
| Eagle Wealth Strategies LLC | 3,430 | $424.6K | 0.34% | +6+0.2% | Added |
| Traveka Wealth, LLC | 3,432 | $424.9K | 0.21% | +191+5.9% | Added |
| Sterling Wealth Management, Inc. | 3,436 | $425.4K | 0.20% | −8−0.2% | Reduced |
| Verum Partners LLC | 3,440 | $425.8K | 0.14% | −24−0.7% | Reduced |
| Talisman Wealth Advisors LLC | 3,441 | $426.0K | 0.49% | +145+4.4% | Added |
| Gemmer Asset Management LLC | 3,441 | $426.0K | 0.05% | −126−3.5% | Reduced |
| Gateway Wealth Partners, LLC | 3,441 | $426.0K | 0.13% | +112+3.4% | Added |
| Laraway Financial Inc | 3,442 | $426.1K | 0.36% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,446 | $426.6K | 0.00% | −67−1.9% | Reduced |
| Taurus Asset Management, LLC | 3,449 | $427.0K | 0.04% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,451 | $428.0K | 0.06% | +75+2.2% | Added |
| Goldstein Advisors, LLC | 3,459 | $428.2K | 0.07% | +136+4.1% | Added |
| Valley Financial Group, Inc. | 3,460 | $428.3K | 0.31% | +457+15.2% | Added |
| Sentinus, LLC | 3,462 | $428.6K | 0.14% | +1,483+74.9% | Added |