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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 37,142 | $4.60M | 0.74% | −505−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 37,127 | $4.60M | 0.78% | −7,518−16.8% | Reduced |
| Quantitative Investment Management, LLC | 37,116 | $4.59M | 0.50% | +37,116 | New |
| Altrius Capital Management Inc | 37,101 | $4.59M | 1.21% | +57+0.2% | Added |
| Meritage Portfolio Management | 37,032 | $4.58M | 0.29% | −1,399−3.6% | Reduced |
| Hamilton Capital Partners Inc. | 37,005 | $4.58M | 0.49% | +497+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 36,953 | $4.57M | 0.99% | −2,553−6.5% | Reduced |
| Leelyn Smith, LLC | 36,886 | $4.57M | 0.88% | −132−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 36,800 | $4.56M | 0.11% | −200−0.5% | Reduced |
| White Pine Capital LLC | 36,777 | $4.55M | 1.73% | +93+0.3% | Added |
| Conning Inc. | 36,685 | $4.54M | 0.16% | +459+1.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 36,660 | $4.54M | 0.88% | +249+0.7% | Added |
| Keel Point, LLC | 39,633 | $4.53M | 0.41% | +897+2.3% | Added |
| Uncommon Cents Investing LLC | 36,528 | $4.52M | 1.42% | −395−1.1% | Reduced |
| Coastline Trust Co | 36,499 | $4.52M | 0.53% | +470+1.3% | Added |
| Berry Wealth Group, LP | 36,493 | $4.52M | 3.61% | +804+2.3% | Added |
| GSB Wealth Management, LLC | 36,473 | $4.52M | 1.23% | −656−1.8% | Reduced |
| Allen Investment Management LLC | 36,424 | $4.51M | 0.05% | 00.0% | Unchanged |
| Asio Capital, LLC | 36,117 | $4.50M | 0.92% | +745+2.1% | Added |
| New England Asset Management Inc | 36,270 | $4.49M | 0.75% | −895−2.4% | Reduced |
| Scissortail Wealth Management, LLC | 36,237 | $4.49M | 1.14% | +250+0.7% | Added |
| Strengthening Families & Communities, LLC | 36,193 | $4.48M | 1.29% | +1,994+5.8% | Added |
| Jarislowsky, Fraser Ltd | 36,190 | $4.48M | 0.03% | −9,907−21.5% | Reduced |
| IHT Wealth Management, LLC | 36,133 | $4.47M | 0.17% | +2,993+9.0% | Added |
| Quadrant Capital Group LLC | 36,000 | $4.46M | 0.33% | +3,376+10.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 35,932 | $4.45M | 1.74% | +1,767+5.2% | Added |
| First National Bank & Trust Co of Newtown | 35,666 | $4.42M | 0.90% | −1,035−2.8% | Reduced |
| Essex LLC | 35,661 | $4.41M | 0.99% | −234−0.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 35,537 | $4.40M | 3.02% | −50−0.1% | Reduced |
| Trajan Wealth LLC | 35,482 | $4.39M | 0.28% | −479−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 35,437 | $4.39M | 0.52% | −2,345−6.2% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 35,374 | $4.38M | 0.12% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 35,222 | $4.36M | 0.77% | +1,658+4.9% | Added |
| Marino, Stram & Associates LLC | 35,218 | $4.36M | 1.07% | −225−0.6% | Reduced |
| Pegasus Asset Management, Inc. | 35,048 | $4.34M | 1.66% | −132−0.4% | Reduced |
| Opus Investment Management Inc | 35,000 | $4.33M | 2.80% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 34,938 | $4.33M | 3.41% | −466−1.3% | Reduced |
| Alberta Investment Management Corp | 34,900 | $4.32M | 0.05% | −23,700−40.4% | Reduced |
| Accurate Wealth Management, LLC | 33,676 | $4.31M | 1.03% | +923+2.8% | Added |
| 3Chopt Investment Partners, LLC | 34,521 | $4.30M | 1.31% | +79+0.2% | Added |
| Arete Wealth Advisors, LLC | 33,875 | $4.28M | 0.35% | +244+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,550 | $4.28M | 0.71% | −335−1.0% | Reduced |
| Tealwood Asset Management Inc | 34,445 | $4.26M | 2.57% | −18−0.1% | Reduced |
| St Germain D J Co Inc | 34,401 | $4.26M | 0.21% | −653−1.9% | Reduced |
| Wedmont Private Capital | 33,302 | $4.25M | 0.27% | +2,537+8.2% | Added |
| Costello Asset Management, INC | 34,325 | $4.25M | 3.17% | −537−1.5% | Reduced |
| Concord Wealth Partners | 34,306 | $4.25M | 0.75% | +2,424+7.6% | Added |
| Family Legacy, Inc. | 34,231 | $4.24M | 1.52% | −1,032−2.9% | Reduced |
| South State Corp. | 34,139 | $4.23M | 0.31% | −467−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $4.21M | 1.29% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 33,950 | $4.20M | 0.92% | +2,000+6.3% | Added |
| Strategic Global Advisors, LLC | 33,913 | $4.20M | 0.88% | +33,913 | New |
| Walter & Keenan Financial Consulting Co | 33,879 | $4.19M | 1.34% | +116+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 33,845 | $4.19M | 0.81% | +169+0.5% | Added |
| Intrust Bank NA | 33,673 | $4.17M | 0.44% | +1,087+3.3% | Added |
| Portfolio Design Labs, LLC | 33,584 | $4.16M | 1.28% | +3,114+10.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 33,492 | $4.15M | 0.96% | +7,140+27.1% | Added |
| Fifth Third Wealth Advisors LLC | 33,478 | $4.14M | 0.31% | +7,364+28.2% | Added |
| Pinkerton Retirement Specialists, LLC | 33,420 | $4.14M | 0.64% | +2,124+6.8% | Added |
| Lodestone Wealth Management LLC | 33,344 | $4.13M | 2.20% | −926−2.7% | Reduced |
| Synergy Financial Management, LLC | 33,341 | $4.13M | 0.65% | +4,569+15.9% | Added |
| Graypoint LLC | 33,290 | $4.12M | 0.28% | −4,582−12.1% | Reduced |
| Vise Technologies, Inc. | 33,096 | $4.10M | 0.72% | +177+0.5% | Added |
| Washington Trust Co | 33,089 | $4.10M | 0.15% | −1,514−4.4% | Reduced |
| Berkshire Bank | 33,030 | $4.09M | 1.03% | −2,321−6.6% | Reduced |
| Mission Wealth Management, LP | 33,007 | $4.09M | 0.11% | +2,977+9.9% | Added |
| Trivant Custom Portfolio Group, LLC | 32,957 | $4.08M | 2.51% | −249−0.7% | Reduced |
| Summit Trail Advisors, LLC | 32,711 | $4.07M | 0.11% | −1,056−3.1% | Reduced |
| Financial Advisory Service, Inc. | 32,762 | $4.06M | 0.35% | +697+2.2% | Added |
| Allegheny Financial Group LTD | 32,709 | $4.05M | 1.16% | +2,823+9.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 32,705 | $4.05M | 3.39% | −998−3.0% | Reduced |
| Glass Wealth Management Co LLC | 32,656 | $4.04M | 2.36% | +505+1.6% | Added |
| Concord Asset Management, LLC | 32,640 | $4.04M | 1.00% | +3,492+12.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 32,635 | $4.04M | 0.76% | −1,760−5.1% | Reduced |
| McGinn Investment Management, Inc. | 32,594 | $4.04M | 2.74% | −100−0.3% | Reduced |
| Iowa State Bank | 32,346 | $4.00M | 0.88% | −667−2.0% | Reduced |
| F/M Investments LLC | 32,326 | $4.00M | 0.14% | +30,390+1,569.7% | Added |
| Atomi Financial Group, Inc. | 32,300 | $4.00M | 0.30% | +4,191+14.9% | Added |
| Franklin Street Advisors Inc | 32,170 | $3.98M | 0.28% | +6,602+25.8% | Added |
| Marathon Capital Management | 32,064 | $3.97M | 1.01% | −240−0.7% | Reduced |
| Mechanics Bank Trust Department | 31,974 | $3.96M | 0.57% | −120.0% | Reduced |
| Court Place Advisors, LLC | 31,964 | $3.96M | 1.24% | −94−0.3% | Reduced |
| Qtron Investments LLC | 31,963 | $3.96M | 0.57% | +1,594+5.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,961 | $3.96M | 2.85% | −29−0.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 31,921 | $3.95M | 1.33% | −729−2.2% | Reduced |
| Frank, Rimerman Advisors LLC | 31,879 | $3.95M | 0.28% | +31,455+7,418.6% | Added |
| Chesapeake Asset Management LLC | 31,862 | $3.94M | 3.78% | −210−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 31,861 | $3.94M | 0.75% | +200+0.6% | Added |
| Moody National Bank Trust Division | 31,783 | $3.93M | 0.31% | +117+0.4% | Added |
| Money Concepts Capital Corp | 31,750 | $3.93M | 0.33% | +1,609+5.3% | Added |
| Girard Partners Ltd. | 31,747 | $3.93M | 0.37% | −565−1.7% | Reduced |
| Brighton Jones LLC | 31,742 | $3.93M | 0.13% | +346+1.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.93M | 0.89% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 31,676 | $3.92M | 1.23% | −3,200−9.2% | Reduced |
| Morton Community Bank | 31,604 | $3.91M | 1.10% | +1,250+4.1% | Added |
| Waldron Private Wealth LLC | 31,290 | $3.90M | 0.17% | −88−0.3% | Reduced |
| Empire Financial Management Company, LLC | 31,456 | $3.89M | 1.29% | −4,647−12.9% | Reduced |
| Addison Capital Co | 31,406 | $3.89M | 1.69% | +965+3.2% | Added |
| First Financial Bank - Trust Division | 31,370 | $3.88M | 0.38% | −1,031−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,303 | $3.88M | 0.12% | +9,853+45.9% | Added |