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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 3,467 | $429.0K | 0.13% | +22+0.6% | Added |
| Kennedy Investment Group | 3,467 | $429.2K | 0.22% | +365+11.8% | Added |
| Almanack Investment Partners, LLC. | 3,481 | $430.9K | 0.07% | +52+1.5% | Added |
| Jackson Creek Investment Advisors LLC | 3,485 | $431.0K | 0.16% | +29+0.8% | Added |
| Alexander Labrunerie & Co., Inc. | 3,484 | $431.3K | 0.23% | −121−3.4% | Reduced |
| Verus Financial Partners, Inc. | 3,487 | $431.7K | 0.05% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,488 | $431.8K | 0.19% | −5,883−62.8% | Reduced |
| Rollins Financial Advisors, LLC | 3,493 | $432.5K | 0.07% | +1,322+60.9% | Added |
| Amarillo National Bank | 3,494 | $432.6K | 0.08% | +9+0.3% | Added |
| Invst, LLC | 3,382 | $432.6K | 0.05% | +174+5.4% | Added |
| Petix & Botte Co | 3,496 | $432.8K | 0.12% | +1,748+100.0% | Added |
| Latitude Advisors, LLC | 3,505 | $433.9K | 0.26% | −702−16.7% | Reduced |
| Perritt Capital Management Inc | 3,508 | $434.2K | 0.24% | +220+6.7% | Added |
| Significant Wealth Partners LLC | 3,508 | $434.3K | 0.24% | +659+23.1% | Added |
| Per Stirling Capital Management, LLC. | 3,514 | $435.0K | 0.07% | −101−2.8% | Reduced |
| Aviso Wealth Management | 3,517 | $435.3K | 0.26% | +79+2.3% | Added |
| CBOE Vest Financial, LLC | 3,517 | $435.4K | 0.01% | −129−3.5% | Reduced |
| Joule Financial, LLC | 3,496 | $435.5K | 0.18% | −74−2.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,522 | $436.0K | 0.10% | −469−11.8% | Reduced |
| First Personal Financial Services | 3,524 | $436.3K | 0.10% | −69−1.9% | Reduced |
| True Vision MN LLC | 3,503 | $436.4K | 0.28% | +3,503 | New |
| Hollow Brook Wealth Management LLC | 3,530 | $437.0K | 0.15% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,535 | $437.6K | 0.09% | +127+3.7% | Added |
| GPS Wealth Strategies Group, LLC | 3,535 | $437.7K | 0.07% | −121−3.3% | Reduced |
| Prentiss Smith & Co Inc | 3,540 | $438.3K | 0.31% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,429 | $438.6K | 0.13% | +338+10.9% | Added |
| Northwest Financial Advisors | 3,544 | $438.7K | 0.45% | −35−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,548 | $439.2K | 0.09% | +39+1.1% | Added |
| Carson Advisory Inc. | 3,554 | $440.0K | 0.31% | +864+32.1% | Added |
| Smallwood Wealth Investment Management, LLC | 3,556 | $440.2K | 0.34% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,559 | $440.6K | 0.02% | +363+11.4% | Added |
| Cypress Wealth Services, LLC | 3,559 | $440.6K | 0.10% | +161+4.7% | Added |
| BKM Wealth Management, LLC | 9,400 | $441.7K | 0.21% | +5,281+128.2% | Added |
| Legacy Advisory Services, LLC | 3,568 | $441.7K | 0.40% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,571 | $442.1K | 0.16% | +677+23.4% | Added |
| Morris Retirement Advisors, LLC | 3,583 | $443.5K | 0.25% | −592−14.2% | Reduced |
| Green Harvest Asset Management LLC | 3,586 | $443.9K | 0.01% | +1,060+42.0% | Added |
| MBE Wealth Management, LLC | 3,592 | $444.7K | 0.27% | −100−2.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,904 | $444.8K | 0.29% | +479+14.0% | Added |
| Liberty Wealth Management LLC | 68,854 | $445.0K | 0.08% | +65,473+1,936.5% | Added |
| Cynosure Management, LLC | 3,598 | $445.4K | 0.07% | +377+11.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,599 | $445.6K | 0.23% | +72+2.0% | Added |
| PFC Capital Group, Inc. | 3,605 | $446.0K | 0.22% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 3,611 | $447.0K | 0.16% | 00.0% | Unchanged |
| Somerset Group LLC | 3,613 | $447.3K | 0.40% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,624 | $448.6K | 0.10% | +350+10.7% | Added |
| Dakota Community Bank & Trust NA | 3,625 | $448.8K | 2.41% | −16−0.4% | Reduced |
| Muirfield Wealth Advisors LLC | 3,633 | $449.8K | 0.42% | +21+0.6% | Added |
| PFS Partners, LLC | 3,641 | $450.7K | 0.28% | +9+0.2% | Added |
| Palumbo Wealth Management LLC | 3,652 | $452.2K | 0.19% | −51−1.4% | Reduced |
| One + One Wealth Management, LLC | 3,655 | $452.5K | 0.26% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 3,657 | $452.7K | 0.19% | +1,142+45.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,658 | $452.8K | 0.11% | +11+0.3% | Added |
| Maia Wealth LLC | 3,545 | $454.2K | 0.14% | +3,545 | New |
| Ironwood Investment Management LLC | 3,671 | $454.5K | 0.24% | 00.0% | Unchanged |
| Ballast, Inc. | 3,673 | $454.7K | 0.14% | +36+1.0% | Added |
| RTD Financial Advisors, Inc. | 3,687 | $456.5K | 0.06% | +600+19.4% | Added |
| Aspen Grove Capital, LLC | 3,672 | $457.4K | 0.11% | −17−0.5% | Reduced |
| Schrum Private Wealth Management LLC | 3,697 | $457.6K | 0.41% | +2+0.1% | Added |
| Greenline Partners, LLC | 3,579 | $457.8K | 0.07% | +200+5.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,715 | $459.9K | 0.01% | −8,239−68.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $460.0K | 0.15% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 3,720 | $460.5K | 0.02% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,725 | $461.0K | 0.27% | +225+6.4% | Added |
| Colonial Trust Advisors | 3,728 | $461.5K | 0.04% | −302−7.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,729 | $461.6K | 0.17% | −95−2.5% | Reduced |
| Instrumental Wealth, LLC | 3,670 | $461.8K | 0.48% | +56+1.5% | Added |
| Titleist Asset Management, LLC | 3,731 | $461.9K | 0.07% | +237+6.8% | Added |
| Tortoise Investment Management, LLC | 3,731 | $461.9K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,739 | $462.9K | 0.14% | +540+16.9% | Added |
| Grey Fox Wealth Advisors, LLC | 3,725 | $464.0K | 0.16% | −77−2.0% | Reduced |
| AllSquare Wealth Management LLC | 3,749 | $464.1K | 0.28% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,759 | $465.4K | 0.07% | −98−2.5% | Reduced |
| Pin Oak Investment Advisors Inc | 3,765 | $466.0K | 0.45% | −35−0.9% | Reduced |
| WMG Financial Advisors, LLC | 3,768 | $466.5K | 0.25% | +395+11.7% | Added |
| Seed Wealth Management, Inc. | 3,770 | $466.7K | 0.41% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 3,770 | $466.7K | 0.29% | +253+7.2% | Added |
| Manchester Financial Inc | 3,770 | $466.8K | 0.11% | +150+4.1% | Added |
| Empirical Asset Management, LLC | 25,323 | $467.0K | 0.18% | +23,592+1,362.9% | Added |
| Nottingham Advisors, Inc. | 3,776 | $467.5K | 0.06% | +3,776 | New |
| Omnia Family Wealth, LLC | 3,754 | $467.6K | 0.20% | +256+7.3% | Added |
| Castle Wealth Management LLC | 3,759 | $468.2K | 0.22% | +102+2.8% | Added |
| Clearview Wealth Advisors LLC | 3,788 | $468.9K | 0.41% | −195−4.9% | Reduced |
| Wambolt & Associates, LLC | 3,672 | $469.6K | 0.14% | −190−4.9% | Reduced |
| Financial Management Professionals, Inc. | 3,807 | $471.0K | 0.06% | +229+6.4% | Added |
| McLean Asset Management Corp | 3,704 | $471.5K | 0.15% | +120+3.3% | Added |
| McDaniel Terry & Co | 3,831 | $474.0K | 0.04% | −212−5.2% | Reduced |
| Virtus Investment Advisers, Inc. | 3,829 | $474.0K | 0.40% | −2,270−37.2% | Reduced |
| Affinity Capital Advisors, LLC | 3,830 | $474.2K | 0.10% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 3,835 | $474.8K | 0.37% | +2+0.1% | Added |
| Florida Financial Advisors, LLC | 3,844 | $475.9K | 0.29% | −521−11.9% | Reduced |
| Willow Creek Wealth Management Inc. | 3,849 | $476.5K | 0.05% | +296+8.3% | Added |
| Integral Investment Advisors, Inc. | 3,680 | $477.7K | 0.18% | +584+18.9% | Added |
| Grandview Asset Management LLC | 3,862 | $478.0K | 0.28% | +72+1.9% | Added |
| Peachtree Investment Partners, LLC | 3,870 | $479.1K | 0.19% | −386−9.1% | Reduced |
| Wealth Quarterback LLC | 3,884 | $480.8K | 0.27% | −104−2.6% | Reduced |
| Jacobsen Capital Management | 3,886 | $481.1K | 0.21% | +561+16.9% | Added |
| ASB Consultores, LLC | 3,888 | $481.3K | 0.17% | −1,612−29.3% | Reduced |
| Hanlon Investment Management, Inc. | 3,897 | $482.4K | 0.14% | +438+12.7% | Added |
| Michael S. Ryan, Inc. | 3,920 | $485.3K | 0.37% | −470−10.7% | Reduced |