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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 51,499 | $6.38M | 0.65% | −50−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 51,470 | $6.37M | 0.59% | −693−1.3% | Reduced |
| 1832 Asset Management L.P. | 51,369 | $6.36M | 0.01% | +1,247+2.5% | Added |
| Personal Cfo Solutions, LLC | 51,307 | $6.35M | 0.98% | +1,462+2.9% | Added |
| Simplify Asset Management Inc. | 51,302 | $6.35M | 0.56% | +3,639+7.6% | Added |
| Alpine Woods Capital Investors, LLC | 51,277 | $6.35M | 0.98% | +9,927+24.0% | Added |
| tru Independence LLC | 51,152 | $6.33M | 1.91% | −458−0.9% | Reduced |
| M Holdings Securities, Inc. | 50,672 | $6.30M | 0.82% | +35,877+242.5% | Added |
| Wealthspire Advisors, LLC | 50,839 | $6.29M | 0.08% | +1,512+3.1% | Added |
| Howland Capital Management LLC | 50,510 | $6.29M | 0.30% | −111−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 56,417 | $6.27M | 1.39% | +779+1.4% | Added |
| Fragasso Group Inc. | 50,639 | $6.27M | 0.52% | −3,164−5.9% | Reduced |
| Eagle Rock Investment Company, LLC | 50,553 | $6.26M | 1.13% | −3,083−5.7% | Reduced |
| Point72 (DIFC) Ltd | 50,542 | $6.26M | 0.55% | −73,897−59.4% | Reduced |
| BLB&B Advisors, LLC | 50,538 | $6.26M | 0.34% | +461+0.9% | Added |
| Stablepoint Partners, LLC | 48,890 | $6.25M | 1.21% | −1,166−2.3% | Reduced |
| Oak Grove Capital LLC | 50,261 | $6.22M | 1.60% | +1,944+4.0% | Added |
| Brown Shipley& Co Ltd | 50,252 | $6.22M | 2.80% | −7,468−12.9% | Reduced |
| Plato Investment Management Ltd | 50,167 | $6.21M | 0.58% | +2,811+5.9% | Added |
| Ritholtz Wealth Management | 50,102 | $6.20M | 0.20% | +978+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 50,087 | $6.20M | 0.26% | +1,532+3.2% | Added |
| Cna Financial Corp | 50,000 | $6.19M | 3.46% | −60,000−54.5% | Reduced |
| Loews Corp | 50,000 | $6.19M | 0.05% | −60,000−54.5% | Reduced |
| Spire Wealth Management | 49,964 | $6.19M | 0.22% | −3,231−6.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 49,902 | $6.18M | 0.56% | +12,188+32.3% | Added |
| Royal Fund Management, LLC | 49,493 | $6.18M | 0.83% | −4,213−7.8% | Reduced |
| First Citizens Bank & Trust Co | 49,738 | $6.16M | 0.12% | −992−2.0% | Reduced |
| HBK Sorce Advisory LLC | 49,727 | $6.16M | 0.22% | −468−0.9% | Reduced |
| Perfromance Wealth Partners, LLC | 49,646 | $6.15M | 0.23% | +1,822+3.8% | Added |
| Meeder Advisory Services, Inc. | 49,605 | $6.14M | 0.43% | +13,459+37.2% | Added |
| Consolidated Planning Corp | 49,595 | $6.14M | 1.01% | +4,955+11.1% | Added |
| Hilltop Holdings Inc. | 49,526 | $6.13M | 0.71% | −1,100−2.2% | Reduced |
| Private Trust Co NA | 49,504 | $6.13M | 0.66% | −390−0.8% | Reduced |
| Letson Investment Management, Inc. | 49,240 | $6.10M | 2.70% | +661+1.4% | Added |
| Legacy CG, LLC | 49,202 | $6.09M | 2.07% | +2,127+4.5% | Added |
| Paloma Partners Management Co | 48,980 | $6.06M | 0.52% | +27,150+124.4% | Added |
| RFG Advisory, LLC | 48,715 | $6.03M | 0.20% | +10,746+28.3% | Added |
| Foundations Investment Advisors, LLC | 48,690 | $6.03M | 0.15% | +896+1.9% | Added |
| New Hampshire Trust | 48,628 | $6.02M | 1.37% | +153+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 48,588 | $6.01M | 1.50% | −228−0.5% | Reduced |
| Excalibur Management Corp | 48,574 | $6.01M | 2.45% | +387+0.8% | Added |
| Integrated Advisors Network LLC | 48,564 | $6.01M | 0.31% | +227+0.5% | Added |
| Sound View Wealth Advisors Group, LLC | 48,489 | $6.00M | 0.62% | +111+0.2% | Added |
| V-Square Quantitative Management LLC | 48,439 | $6.00M | 0.97% | −4,306−8.2% | Reduced |
| Baugh & Associates, LLC | 46,282 | $5.99M | 3.11% | −2,142−4.4% | Reduced |
| Albion Financial Group | 48,265 | $5.98M | 0.45% | +333+0.7% | Added |
| Strategic Blueprint, LLC | 48,093 | $5.95M | 0.41% | −274−0.6% | Reduced |
| Martin Capital Partners, LLC | 48,046 | $5.95M | 2.40% | −17,378−26.6% | Reduced |
| Covea Finance | 48,000 | $5.94M | 0.27% | +20,500+74.5% | Added |
| Hilton Capital Management, LLC | 47,933 | $5.93M | 0.50% | +1,504+3.2% | Added |
| Shorepoint Capital Partners LLC | 47,868 | $5.93M | 1.39% | +163+0.3% | Added |
| Thomasville National Bank | 47,811 | $5.92M | 0.47% | −216−0.4% | Reduced |
| Ascent Group, LLC | 47,752 | $5.91M | 0.48% | −3,670−7.1% | Reduced |
| Citizens National Bank Trust Department | 47,615 | $5.89M | 1.31% | −117−0.2% | Reduced |
| Agf Management Ltd | 47,581 | $5.89M | 0.03% | +607+1.3% | Added |
| Lifeworks Advisors, LLC | 47,577 | $5.89M | 1.64% | −202−0.4% | Reduced |
| NBC Securities, Inc. | 47,572 | $5.89M | 0.54% | +21,058+79.4% | Added |
| Glassy Mountain Advisors, Inc. | 47,387 | $5.87M | 2.18% | −830−1.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 47,375 | $5.87M | 1.41% | −1,527−3.1% | Reduced |
| Centiva Capital, LP | 47,294 | $5.85M | 0.28% | +36,622+343.2% | Added |
| Monte Financial Group, LLC | 47,266 | $5.85M | 2.58% | −87−0.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 47,236 | $5.85M | 4.73% | −89−0.2% | Reduced |
| Philadelphia Trust Co | 47,202 | $5.84M | 0.45% | +173+0.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 47,144 | $5.84M | 2.38% | −12,735−21.3% | Reduced |
| Chicago Trust Co NA | 47,142 | $5.84M | 1.18% | +183+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 47,130 | $5.83M | 3.75% | −395−0.8% | Reduced |
| Profund Advisors LLC | 47,104 | $5.83M | 0.22% | −1,858−3.8% | Reduced |
| Tower Bridge Advisors | 47,095 | $5.83M | 0.65% | −1,062−2.2% | Reduced |
| Avitas Wealth Management LLC | 47,088 | $5.83M | 0.85% | +140+0.3% | Added |
| Pittenger & Anderson Inc | 46,962 | $5.81M | 0.24% | +205+0.4% | Added |
| Holderness Investments Co | 46,960 | $5.81M | 1.37% | −191−0.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 46,798 | $5.79M | 1.57% | −214−0.5% | Reduced |
| Martin Investment Management, LLC | 46,782 | $5.79M | 1.49% | −1,556−3.2% | Reduced |
| Institutional & Family Asset Management, LLC | 46,620 | $5.77M | 0.88% | −581−1.2% | Reduced |
| DF Dent & Co Inc | 46,463 | $5.75M | 0.07% | −50−0.1% | Reduced |
| Montgomery Investment Management Inc | 46,323 | $5.73M | 2.27% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 45,681 | $5.66M | 1.51% | −784−1.7% | Reduced |
| Roundview Capital LLC | 45,673 | $5.65M | 0.45% | +49+0.1% | Added |
| Abbrea Capital, LLC | 45,139 | $5.62M | 0.74% | −2,247−4.7% | Reduced |
| Nations Financial Group Inc, | 45,272 | $5.60M | 0.46% | +944+2.1% | Added |
| Privium Fund Management B.V. | 43,797 | $5.59M | 1.43% | −1,700−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 44,816 | $5.58M | 0.27% | +338+0.8% | Added |
| Scott & Selber, Inc. | 45,035 | $5.58M | 1.78% | +707+1.6% | Added |
| Ninety One UK Ltd | 44,987 | $5.57M | 0.02% | −21,631−32.5% | Reduced |
| Clear Harbor Asset Management, LLC | 44,873 | $5.56M | 0.48% | −571−1.3% | Reduced |
| Strategy Asset Managers LLC | 48,058 | $5.55M | 1.24% | +11,957+33.1% | Added |
| Ancora Advisors, LLC | 44,607 | $5.52M | 0.14% | +212+0.5% | Added |
| Global Retirement Partners, LLC | 44,599 | $5.52M | 0.17% | +8,561+23.8% | Added |
| Cypress Capital Group | 44,591 | $5.52M | 0.66% | −881−1.9% | Reduced |
| Founders Capital Management | 44,554 | $5.52M | 3.57% | −371−0.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 44,517 | $5.51M | 2.28% | +748+1.7% | Added |
| Flagship Harbor Advisors, LLC | 44,510 | $5.51M | 0.33% | +3,838+9.4% | Added |
| Sandy Spring Bank | 44,470 | $5.51M | 0.24% | −1,202−2.6% | Reduced |
| Manchester Capital Management LLC | 44,459 | $5.50M | 0.66% | +277+0.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,443 | $5.50M | 0.98% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 44,270 | $5.48M | 1.86% | −3,085−6.5% | Reduced |
| Hudson Value Partners, LLC | 44,261 | $5.48M | 2.32% | −175−0.4% | Reduced |
| Bank Ozk | 44,231 | $5.48M | 2.37% | +5,438+14.0% | Added |
| Greylin Investment Mangement Inc | 44,178 | $5.47M | 0.91% | −522−1.2% | Reduced |
| Wolverine Trading, LLC | 44,126 | $5.46M | 0.09% | +39,305+815.3% | Added |