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
- 3,557
- +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
- 1,370 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 63,864 | $7.91M | 0.80% | −2,561−3.9% | Reduced |
| Silicon Valley Capital Partners | 63,353 | $7.84M | 1.08% | +3,451+5.8% | Added |
| Heritage Trust Co | 63,282 | $7.83M | 1.03% | −259−0.4% | Reduced |
| Buckley Wealth Management, LLC | 63,180 | $7.82M | 2.48% | −343−0.5% | Reduced |
| Northwest Bancshares, Inc. | 62,889 | $7.79M | 1.33% | −2,638−4.0% | Reduced |
| M. Kulyk & Associates, LLC | 62,776 | $7.77M | 1.81% | +394+0.6% | Added |
| Cornerstone Wealth Group, LLC | 62,574 | $7.75M | 0.69% | +2,422+4.0% | Added |
| PFG Investments, LLC | 62,362 | $7.72M | 0.55% | −214−0.3% | Reduced |
| Barbara Oil Co. | 62,295 | $7.71M | 3.37% | 00.0% | Unchanged |
| Twin Capital Management Inc | 62,246 | $7.71M | 0.91% | +938+1.5% | Added |
| Capital Counsel LLC | 62,183 | $7.70M | 0.34% | 00.0% | Unchanged |
| Nomura Holdings Inc | 62,105 | $7.69M | 0.05% | +5,018+8.8% | Added |
| NewSquare Capital LLC | 63,073 | $7.66M | 0.66% | +1,694+2.8% | Added |
| Cutler Capital Management, LLC | 61,801 | $7.65M | 2.99% | −3,163−4.9% | Reduced |
| TNF LLC | 60,606 | $7.63M | 2.81% | +23,443+63.1% | Added |
| Hodges Capital Management Inc. | 61,517 | $7.62M | 0.51% | −4,860−7.3% | Reduced |
| Rothschild Capital Partners, LLC | 61,453 | $7.61M | 2.17% | 00.0% | Unchanged |
| Northeast Investment Management | 61,419 | $7.60M | 0.36% | +1,818+3.1% | Added |
| Ellsworth Advisors, LLC | 61,402 | $7.60M | 2.12% | +3,079+5.3% | Added |
| Patton Albertson Miller Group, LLC | 61,194 | $7.58M | 1.08% | +4,343+7.6% | Added |
| Garland Capital Management Inc | 61,065 | $7.56M | 5.34% | −1,425−2.3% | Reduced |
| Oliver Luxxe Assets LLC | 61,053 | $7.56M | 1.60% | −587−1.0% | Reduced |
| Trust Co of Virginia | 60,888 | $7.54M | 0.72% | −1,150−1.9% | Reduced |
| Parallel Advisors, LLC | 60,783 | $7.52M | 0.19% | +2,248+3.8% | Added |
| Boston Research & Management Inc | 60,764 | $7.52M | 1.90% | −761−1.2% | Reduced |
| ZWJ Investment Counsel Inc | 60,282 | $7.46M | 0.33% | +3,674+6.5% | Added |
| Capital Analysts, LLC | 60,249 | $7.46M | 0.33% | −354−0.6% | Reduced |
| Cary Street Partners Asset Management LLC | 60,123 | $7.44M | 1.09% | +1,733+3.0% | Added |
| Codex Capital Asset Management L.L.C. | 60,000 | $7.43M | 3.40% | +60,000 | New |
| Guyasuta Investment Advisors Inc | 68,075 | $7.42M | 0.55% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 59,853 | $7.41M | 2.19% | −9,242−13.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 59,786 | $7.40M | 1.02% | −560−0.9% | Reduced |
| Covenant Asset Management, LLC | 59,779 | $7.40M | 1.66% | −155−0.3% | Reduced |
| Harrell Investment Partners, LLC | 59,760 | $7.40M | 2.15% | −514−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 59,629 | $7.38M | 0.12% | +2,030+3.5% | Added |
| Sphera Funds Management Ltd. | 59,600 | $7.38M | 1.20% | −44,000−42.5% | Reduced |
| Exchange Capital Management, Inc. | 59,591 | $7.38M | 1.20% | −2,267−3.7% | Reduced |
| Hedeker Wealth, LLC | 59,471 | $7.36M | 2.13% | −908−1.5% | Reduced |
| Walleye Trading LLC | 59,236 | $7.33M | 0.14% | +59,236 | New |
| Signaturefd, LLC | 59,142 | $7.32M | 0.15% | +3,826+6.9% | Added |
| North Star Investment Management Corp. | 59,097 | $7.32M | 0.54% | −604−1.0% | Reduced |
| Brick & Kyle, Associates | 59,095 | $7.32M | 3.02% | −527−0.9% | Reduced |
| Veriti Management LLC | 59,079 | $7.31M | 0.45% | +10,680+22.1% | Added |
| Ameritas Investment Partners, Inc. | 58,964 | $7.30M | 0.25% | −5,097−8.0% | Reduced |
| Keebeck Wealth Management, LLC | 58,175 | $7.25M | 1.06% | −995−1.7% | Reduced |
| Jacobi Capital Management LLC | 58,528 | $7.25M | 0.63% | +883+1.5% | Added |
| Bogart Wealth, LLC | 58,271 | $7.21M | 0.37% | +104+0.2% | Added |
| Community Financial Services Group, LLC | 58,154 | $7.20M | 1.55% | +29,411+102.3% | Added |
| GQG Partners LLC | 58,092 | $7.19M | 0.01% | +9,653+19.9% | Added |
| Addenda Capital Inc. | 57,736 | $7.19M | 0.28% | −90.0% | Reduced |
| J.W. Cole Advisors, Inc. | 57,761 | $7.15M | 0.34% | +5,508+10.5% | Added |
| LS Investment Advisors, LLC | 57,453 | $7.11M | 1.11% | +340+0.6% | Added |
| Gibraltar Capital Management, Inc. | 57,355 | $7.10M | 3.21% | −607−1.0% | Reduced |
| Tectonic Advisors LLC | 57,167 | $7.08M | 0.51% | +2,630+4.8% | Added |
| J. W. Coons Advisors, LLC | 57,120 | $7.07M | 1.71% | +805+1.4% | Added |
| BKD Wealth Advisors, LLC | 56,986 | $7.05M | 0.18% | +2,298+4.2% | Added |
| Wahed Invest LLC | 56,828 | $7.04M | 1.41% | +7,423+15.0% | Added |
| Argyle Capital Management Inc. | 56,723 | $7.02M | 2.89% | −3,685−6.1% | Reduced |
| Ashford Capital Management Inc | 56,518 | $7.00M | 0.94% | +3,303+6.2% | Added |
| Central Bank & Trust Co | 56,465 | $6.99M | 0.97% | −51−0.1% | Reduced |
| Thematics Asset Management | 55,915 | $6.92M | 0.28% | 00.0% | Unchanged |
| Sentry LLC | 55,802 | $6.91M | 1.27% | −272−0.5% | Reduced |
| Equitable Trust Co | 55,595 | $6.88M | 0.47% | +1,290+2.4% | Added |
| Venture Visionary Partners LLC | 55,590 | $6.88M | 0.32% | +1,378+2.5% | Added |
| Biltmore Family Office, LLC | 55,227 | $6.88M | 1.27% | +1,604+3.0% | Added |
| Park National Corp | 55,388 | $6.86M | 0.25% | −27,795−33.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 55,148 | $6.83M | 0.70% | +1,088+2.0% | Added |
| Fundamentun, LLC | 55,119 | $6.82M | 0.57% | +16,999+44.6% | Added |
| Sienna Gestion | 55,039 | $6.81M | 0.61% | +511+0.9% | Added |
| Asset Dedication, LLC | 54,989 | $6.81M | 0.47% | +293+0.5% | Added |
| Mairs & Power Inc | 54,851 | $6.79M | 0.07% | −2,166−3.8% | Reduced |
| Verdence Capital Advisors LLC | 54,848 | $6.79M | 0.60% | +1,120+2.1% | Added |
| Merit Financial Group, LLC | 54,800 | $6.78M | 0.15% | +2,350+4.5% | Added |
| China Universal Asset Management Co., Ltd. | 54,116 | $6.74M | 0.95% | −1,165−2.1% | Reduced |
| MainStreet Investment Advisors LLC | 54,300 | $6.72M | 0.82% | −5,850−9.7% | Reduced |
| Chiron Investment Management, LLC | 54,265 | $6.72M | 2.64% | +54,265 | New |
| Meridian Wealth Advisors, LLC | 54,189 | $6.71M | 1.20% | +2,591+5.0% | Added |
| Caldwell Trust Co | 54,050 | $6.69M | 0.74% | +1,122+2.1% | Added |
| Hanson & Doremus Investment Management | 54,035 | $6.69M | 1.12% | +368+0.7% | Added |
| Marietta Wealth Management, LLC | 53,965 | $6.68M | 1.04% | +854+1.6% | Added |
| Modera Wealth Management, LLC | 53,828 | $6.66M | 0.10% | −768−1.4% | Reduced |
| Sunbelt Securities, Inc. | 53,665 | $6.64M | 0.68% | +170+0.3% | Added |
| Boston Family Office LLC | 53,624 | $6.64M | 0.48% | +2,117+4.1% | Added |
| Adell Harriman & Carpenter Inc | 53,437 | $6.62M | 0.51% | +13,670+34.4% | Added |
| PGGM Investments | 53,326 | $6.60M | 0.09% | +42,254+381.6% | Added |
| Capital Investment Counsel, LLC | 53,175 | $6.58M | 1.29% | +2,667+5.3% | Added |
| Jackson Square Capital, LLC | 53,004 | $6.56M | 1.61% | +760+1.5% | Added |
| Newman Dignan & Sheerar, Inc. | 52,629 | $6.52M | 1.68% | −173−0.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 52,602 | $6.51M | 4.17% | −5,775−9.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 52,591 | $6.51M | 1.43% | +2,002+4.0% | Added |
| Ameritas Advisory Services, LLC | 52,472 | $6.50M | 0.24% | +2,159+4.3% | Added |
| BancorpSouth Bank | 52,442 | $6.49M | 0.49% | +127+0.2% | Added |
| Boothbay Fund Management, LLC | 52,426 | $6.49M | 0.21% | +19,572+59.6% | Added |
| Pine Valley Investments Ltd Liability Co | 52,008 | $6.45M | 0.48% | +2,024+4.0% | Added |
| Wealthcare Advisory Partners LLC | 52,006 | $6.44M | 0.20% | +356+0.7% | Added |
| Prosperity Consulting Group, LLC | 51,960 | $6.43M | 0.87% | −4,329−7.7% | Reduced |
| Inlet Private Wealth, LLC | 51,788 | $6.41M | 1.75% | 00.0% | Unchanged |
| Alerus Financial NA | 51,690 | $6.40M | 0.48% | −15,659−23.3% | Reduced |
| Principal Securities, Inc. | 51,681 | $6.40M | 0.18% | +7,882+18.0% | Added |
| Rockline Wealth Management, LLC | 51,590 | $6.39M | 1.97% | +5,167+11.1% | Added |