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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 3,928 | $486.3K | 0.02% | −240−5.8% | Reduced |
| Coco Enterprises, LLC | 3,741 | $486.5K | 0.33% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 3,933 | $486.9K | 0.27% | −235−5.6% | Reduced |
| Tradition Wealth Management, LLC | 3,941 | $487.9K | 0.05% | +344+9.6% | Added |
| Lansing Street Advisors | 3,952 | $489.2K | 0.20% | +205+5.5% | Added |
| Silvia McColl Wealth Management, LLC | 3,968 | $491.3K | 0.41% | +23+0.6% | Added |
| Financial Strategies Group, Inc. | 3,915 | $493.4K | 0.12% | +24+0.6% | Added |
| Centennial Wealth Advisory LLC | 3,986 | $493.5K | 0.21% | −424−9.6% | Reduced |
| Legal Advantage Investments, Inc. | 4,000 | $495.2K | 0.29% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,002 | $495.5K | 0.10% | +95+2.4% | Added |
| Black Diamond Financial, LLC | 4,018 | $497.5K | 0.10% | +545+15.7% | Added |
| Pennsylvania Capital Management Inc | 4,043 | $500.5K | 0.19% | +475+13.3% | Added |
| Oak Asset Management, LLC | 4,045 | $500.8K | 0.18% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,052 | $501.6K | 0.25% | −45−1.1% | Reduced |
| High Falls Advisors, Inc | 4,057 | $502.2K | 0.12% | +45+1.1% | Added |
| Sand Hill Global Advisors, LLC | 4,069 | $503.8K | 0.02% | +680+20.1% | Added |
| Powell Investment Advisors, LLC | 4,046 | $504.0K | 0.26% | +96+2.4% | Added |
| BIP Wealth, LLC | 4,074 | $504.4K | 0.04% | −278−6.4% | Reduced |
| Capital Investment Counsel, Inc | 4,081 | $505.2K | 0.08% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,083 | $505.5K | 0.09% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,085 | $505.7K | 0.10% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,098 | $507.3K | 0.03% | −497−10.8% | Reduced |
| CMG Global Holdings, LLC | 4,099 | $507.5K | 0.34% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,099 | $507.5K | 0.17% | −138−3.3% | Reduced |
| Horan Securities, Inc. | 4,101 | $507.8K | 0.22% | +4+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,103 | $508.0K | 0.19% | +1,684+69.6% | Added |
| Firestone Capital Management | 4,104 | $508.1K | 0.14% | −62−1.5% | Reduced |
| Penbrook Management LLC | 4,106 | $508.3K | 0.31% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,107 | $508.5K | 0.16% | +3+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,110 | $508.9K | 0.31% | −36−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 4,118 | $509.8K | 0.34% | −87−2.1% | Reduced |
| MBM Wealth Consultants, LLC | 4,057 | $511.3K | 0.17% | +399+10.9% | Added |
| Wedge Capital Management L L P | 4,130 | $511.3K | 0.01% | +4,130 | New |
| American Institute for Advanced Investment Management, LLP | 4,135 | $511.9K | 0.39% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,161 | $515.1K | 0.12% | +346+9.1% | Added |
| Vista Investment Partners LLC | 4,164 | $515.5K | 0.17% | +82+2.0% | Added |
| Riverstone Advisors, LLC | 4,169 | $516.1K | 0.32% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,163 | $518.0K | 0.29% | −1,156−21.7% | Reduced |
| Fortem Financial Group, LLC | 4,203 | $520.3K | 0.22% | −503−10.7% | Reduced |
| HHM Wealth Advisors, LLC | 4,208 | $521.0K | 0.08% | −110−2.5% | Reduced |
| Hamilton Capital, LLC | 4,229 | $523.6K | 0.04% | −1,830−30.2% | Reduced |
| Embree Financial Group | 4,239 | $524.7K | 0.10% | +11+0.3% | Added |
| Aire Advisors, LLC | 4,243 | $525.6K | 0.12% | +20+0.5% | Added |
| Fairscale Capital, LLC | 4,194 | $526.1K | 0.47% | +4,194 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,250 | $526.1K | 0.11% | −53−1.2% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $526.1K | 0.22% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,251 | $526.3K | 0.04% | −4−0.1% | Reduced |
| Hoxton Planning & Management, LLC | 4,253 | $526.5K | 0.24% | +159+3.9% | Added |
| Breed's Hill Capital LLC | 4,263 | $527.8K | 0.47% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,273 | $529.0K | 0.12% | −150−3.4% | Reduced |
| Paragon Capital Management Ltd | 4,275 | $529.4K | 0.10% | −571−11.8% | Reduced |
| LRI Investments, LLC | 4,285 | $530.5K | 0.06% | +1,744+68.6% | Added |
| Greatmark Investment Partners, Inc. | 4,290 | $531.1K | 0.08% | +52+1.2% | Added |
| Holistic Financial Partners | 4,294 | $531.6K | 0.27% | −299−6.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,322 | $535.1K | 0.26% | −36−0.8% | Reduced |
| Warwick Investment Management, Inc. | 4,325 | $535.5K | 0.13% | +752+21.0% | Added |
| Howard Wealth Management, LLC | 4,328 | $535.8K | 0.42% | −10−0.2% | Reduced |
| ORG Partners LLC | 4,196 | $536.8K | 0.07% | +4,181+27,873.3% | Added |
| Archetype Wealth Partners | 4,340 | $537.0K | 0.09% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,343 | $537.6K | 0.28% | +264+6.5% | Added |
| TBH Global Asset Management, LLC | 4,346 | $538.1K | 0.12% | −254−5.5% | Reduced |
| First National Bank | 4,351 | $538.7K | 0.40% | −15−0.3% | Reduced |
| Presilium Private Wealth, LLC | 4,352 | $538.8K | 0.14% | −955−18.0% | Reduced |
| Park Edge Advisors, LLC | 4,353 | $538.9K | 0.16% | −51−1.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,356 | $539.3K | 0.10% | +19+0.4% | Added |
| Regatta Capital Group, LLC | 4,362 | $540.0K | 0.12% | −31−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,389 | $543.4K | 0.04% | +889+25.4% | Added |
| Capital Market Strategies LLC | 4,401 | $544.8K | 0.34% | +6+0.1% | Added |
| Smith Thornton Advisors LLC | 4,402 | $545.0K | 0.40% | +4,402 | New |
| Dempze Nancy E | 4,405 | $545.3K | 0.37% | +1,000+29.4% | Added |
| Cohen Investment Advisors LLC | 5,300 | $545.6K | 0.44% | +638+13.7% | Added |
| Walkner Condon Financial Advisors LLC | 4,410 | $545.7K | 0.12% | −1,012−18.7% | Reduced |
| Weil Company, Inc. | 4,415 | $546.6K | 0.20% | −408−8.5% | Reduced |
| Boyar Asset Management Inc. | 4,426 | $548.0K | 0.38% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,433 | $548.8K | 0.05% | −34−0.8% | Reduced |
| STAR Financial Bank | 4,442 | $549.9K | 0.42% | −20.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,445 | $550.3K | 0.04% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 4,447 | $550.5K | 0.09% | +25+0.6% | Added |
| Novak & Powell Financial Services, Inc. | 4,447 | $550.6K | 0.34% | +11+0.2% | Added |
| 360 Financial, Inc. | 4,450 | $550.9K | 0.21% | +10.0% | Added |
| SOL Capital Management CO | 4,457 | $552.0K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,403 | $552.3K | 0.10% | +8+0.2% | Added |
| VisionPoint Advisory Group, LLC | 4,465 | $552.8K | 0.20% | −7,579−62.9% | Reduced |
| Gagnon Securities LLC | 4,482 | $554.9K | 0.12% | −686−13.3% | Reduced |
| White Lighthouse Investment Management Inc. | 4,482 | $554.9K | 0.11% | +1,603+55.7% | Added |
| Luts & Greenleigh Group, Inc | 4,484 | $555.1K | 0.58% | +4,484 | New |
| X-Square Capital, LLC | 4,488 | $556.0K | 0.26% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 4,494 | $556.4K | 0.25% | −17−0.4% | Reduced |
| JGP Wealth Management, LLC | 4,498 | $556.8K | 0.08% | −14−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 4,505 | $557.7K | 0.30% | 00.0% | Unchanged |
| New Republic Capital, LLC | 4,477 | $557.7K | 0.28% | +93+2.1% | Added |
| Coastwise Capital Group, LLC | 4,506 | $557.9K | 0.53% | −16−0.4% | Reduced |
| Clare Market Investments LLC | 4,511 | $558.5K | 0.16% | +171+3.9% | Added |
| Element Wealth, LLC | 4,514 | $558.8K | 0.31% | −361−7.4% | Reduced |
| MBA Advisors LLC | 4,520 | $559.6K | 0.29% | +4+0.1% | Added |
| Hart & Patterson Financial Group LLC | 4,521 | $559.7K | 0.28% | +43+1.0% | Added |
| Eads & Heald Wealth Management | 4,526 | $560.0K | 0.27% | +22+0.5% | Added |
| USA Financial Portformulas Corp | 4,529 | $560.7K | 0.09% | +1,270+39.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,541 | $562.2K | 0.19% | −152−3.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,549 | $563.0K | 0.06% | +1,342+41.8% | Added |