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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 31,117 | $3.85M | 0.43% | −1,477−4.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 31,056 | $3.84M | 0.80% | −386−1.2% | Reduced |
| Abbot Financial Management, Inc. | 31,012 | $3.84M | 2.06% | −146−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 30,799 | $3.84M | 0.83% | +454+1.5% | Added |
| Steel Peak Wealth Management LLC | 30,793 | $3.84M | 0.18% | +5,277+20.7% | Added |
| Essex Savings Bank | 30,946 | $3.83M | 1.03% | −683−2.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30,937 | $3.83M | 1.25% | +2,074+7.2% | Added |
| Family Management Corp | 30,915 | $3.83M | 0.68% | +1,098+3.7% | Added |
| Madison Asset Management, LLC | 30,908 | $3.83M | 0.05% | −456−1.5% | Reduced |
| Means Investment Co., Inc. | 30,852 | $3.82M | 0.46% | −435−1.4% | Reduced |
| BFSG, LLC | 30,839 | $3.82M | 0.48% | +435+1.4% | Added |
| Blue Fin Capital, Inc. | 30,801 | $3.81M | 0.76% | +68+0.2% | Added |
| EagleClaw Capital Managment, LLC | 30,768 | $3.81M | 0.69% | −50−0.2% | Reduced |
| Welch Group, LLC | 30,654 | $3.79M | 0.18% | −196−0.6% | Reduced |
| Financial Partners Group, LLC | 30,465 | $3.77M | 1.46% | −115−0.4% | Reduced |
| High Note Wealth, LLC | 30,325 | $3.75M | 1.15% | +3,146+11.6% | Added |
| Harbor Investment Advisory, LLC | 30,307 | $3.75M | 0.39% | −45−0.1% | Reduced |
| Csenge Advisory Group | 30,266 | $3.75M | 0.21% | +509+1.7% | Added |
| Silvant Capital Management LLC | 30,074 | $3.75M | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 30,240 | $3.74M | 0.34% | +750+2.5% | Added |
| Broadwater Capital Management LLC | 30,232 | $3.74M | 2.89% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 30,223 | $3.74M | 0.24% | −200−0.7% | Reduced |
| Liberty One Investment Management, LLC | 30,201 | $3.74M | 0.42% | +645+2.2% | Added |
| Fairhaven Wealth Management, LLC | 30,186 | $3.74M | 1.24% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 30,178 | $3.74M | 0.39% | −410−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 30,175 | $3.74M | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 30,150 | $3.73M | 0.27% | +3,551+13.4% | Added |
| Richard P Slaughter Associates Inc | 30,088 | $3.72M | 0.88% | +875+3.0% | Added |
| Fifth Lane Capital, LP | 30,000 | $3.71M | 8.12% | +30,000 | New |
| SageView Advisory Group, LLC | 29,922 | $3.70M | 0.17% | +29,922 | New |
| Independent Financial Group, LLC | 29,834 | $3.69M | 0.15% | −5,985−16.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,817 | $3.69M | 1.00% | −1,570−5.0% | Reduced |
| Stone Point Wealth LLC | 29,813 | $3.69M | 1.32% | +391+1.3% | Added |
| American National Bank | 29,792 | $3.69M | 0.46% | −23−0.1% | Reduced |
| Horizon Investments, LLC | 29,768 | $3.69M | 0.10% | −29,111−49.4% | Reduced |
| 180 Wealth Advisors, LLC | 28,560 | $3.68M | 0.60% | +87+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 29,736 | $3.68M | 0.84% | −303−1.0% | Reduced |
| Mirabaud Asset Management Ltd | 29,724 | $3.68M | 1.69% | +10,637+55.7% | Added |
| Checchi Capital Advisers, LLC | 29,708 | $3.68M | 0.29% | +779+2.7% | Added |
| AlphaStar Capital Management, LLC | 29,668 | $3.67M | 0.34% | +1,861+6.7% | Added |
| Smartleaf Asset Management LLC | 28,242 | $3.67M | 0.60% | +3,696+15.1% | Added |
| Wills Financial Group, Inc. | 29,612 | $3.67M | 1.69% | +4,941+20.0% | Added |
| Reynders McVeigh Capital Management, LLC | 29,387 | $3.64M | 0.21% | +1,397+5.0% | Added |
| Aigen Investment Management, LP | 29,332 | $3.63M | 0.71% | +14,092+92.5% | Added |
| Drexel Morgan & Co. | 29,292 | $3.63M | 0.78% | +413+1.4% | Added |
| Harvey Investment Co LLC | 29,288 | $3.63M | 0.43% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 29,276 | $3.62M | 0.96% | +11,162+61.6% | Added |
| Romano Brothers and Company | 29,263 | $3.62M | 0.50% | −1,815−5.8% | Reduced |
| AdvisorNet Financial, Inc | 29,156 | $3.61M | 0.33% | −289−1.0% | Reduced |
| Trust Asset Management LLC | 29,128 | $3.61M | 0.30% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 29,105 | $3.60M | 0.11% | −5,533−16.0% | Reduced |
| RNC Capital Management LLC | 28,979 | $3.59M | 0.20% | +2,711+10.3% | Added |
| Chilton Investment Co LLC | 28,964 | $3.59M | 0.10% | −27,070−48.3% | Reduced |
| Little House Capital LLC | 28,952 | $3.58M | 1.12% | −56−0.2% | Reduced |
| Sepio Capital, LP | 28,888 | $3.58M | 0.33% | −4,153−12.6% | Reduced |
| Archer Investment Corp | 28,744 | $3.56M | 1.04% | +380+1.3% | Added |
| Quadcap Wealth Management, LLC | 28,739 | $3.56M | 0.64% | +950+3.4% | Added |
| Paradigm Asset Management Co LLC | 28,688 | $3.55M | 0.99% | +8,700+43.5% | Added |
| PKO Investment Management Joint-Stock Co | 28,676 | $3.55M | 0.44% | 00.0% | Unchanged |
| NTV Asset Management LLC | 28,624 | $3.54M | 0.51% | +1,150+4.2% | Added |
| Hamilton Wealth, LLC | 28,591 | $3.54M | 0.95% | +4,467+18.5% | Added |
| Harbor Advisory Corp | 28,571 | $3.54M | 1.22% | −198−0.7% | Reduced |
| Northstar Advisory Group, LLC | 28,358 | $3.53M | 2.03% | −1,234−4.2% | Reduced |
| Trifecta Capital Advisors, LLC | 28,508 | $3.53M | 0.78% | +19,316+210.1% | Added |
| Windward Capital Management Co | 28,506 | $3.53M | 0.30% | −816−2.8% | Reduced |
| Wright Investors Service Inc | 28,480 | $3.53M | 0.93% | −10,542−27.0% | Reduced |
| Golden State Equity Partners | 28,337 | $3.51M | 0.73% | +28,337 | New |
| Atlantic Trust, LLC | 28,247 | $3.50M | 0.87% | −736−2.5% | Reduced |
| Phoenix Wealth Advisors | 28,244 | $3.50M | 1.76% | +373+1.3% | Added |
| GTS Securities LLC | 28,194 | $3.49M | 0.07% | +25,218+847.4% | Added |
| AlphaCore Capital LLC | 28,019 | $3.49M | 0.84% | +2,128+8.2% | Added |
| Berkeley, Inc | 28,192 | $3.49M | 2.17% | −680−2.4% | Reduced |
| Duncker Streett & Co Inc | 28,187 | $3.49M | 0.67% | +100.0% | Added |
| Wilkinson Global Asset Management LLC | 28,155 | $3.49M | 0.22% | −2,010−6.7% | Reduced |
| Heritage Wealth Management, Inc. | 27,477 | $3.47M | 1.16% | +27,477 | New |
| Benjamin Edwards Inc | 28,057 | $3.47M | 0.67% | +264+0.9% | Added |
| Ally Financial Inc. | 28,000 | $3.47M | 0.43% | +8,000+40.0% | Added |
| Vickerman Investment Advisors, Inc. | 27,999 | $3.47M | 1.11% | −314−1.1% | Reduced |
| Lake Street Financial LLC | 27,966 | $3.46M | 0.45% | +242+0.9% | Added |
| Relative Value Partners Group, LLC | 27,966 | $3.46M | 0.45% | +18,245+187.7% | Added |
| First PREMIER Bank | 27,825 | $3.44M | 0.92% | −47−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 27,769 | $3.44M | 1.57% | −27,720−50.0% | Reduced |
| Arvest Trust Co N A | 27,672 | $3.43M | 0.20% | −2,916−9.5% | Reduced |
| Jackson Wealth Management, LLC | 27,655 | $3.42M | 0.73% | −19,838−41.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 27,655 | $3.42M | 0.85% | −558−2.0% | Reduced |
| Long Run Wealth Advisors, LLC | 27,604 | $3.42M | 0.87% | +201+0.7% | Added |
| Delta Financial Group, Inc. | 27,596 | $3.42M | 1.43% | −1,417−4.9% | Reduced |
| Community Trust & Investment Co | 27,574 | $3.41M | 0.23% | −849−3.0% | Reduced |
| Arden Trust Co | 27,561 | $3.41M | 0.48% | −163−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 27,029 | $3.41M | 1.16% | +3,101+13.0% | Added |
| Cyrus J. Lawrence, LLC | 27,490 | $3.40M | 0.71% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 27,470 | $3.40M | 1.20% | −1,234−4.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,440 | $3.40M | 0.35% | −190−0.7% | Reduced |
| Angeles Wealth Management, LLC | 27,412 | $3.39M | 0.32% | +1,030+3.9% | Added |
| Lakeview Capital Partners, LLC | 25,525 | $3.37M | 0.55% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 27,204 | $3.37M | 0.27% | +591+2.2% | Added |
| Palisade Asset Management, LLC | 27,181 | $3.37M | 0.35% | −15−0.1% | Reduced |
| Johnson Financial Group, Inc. | 27,005 | $3.36M | 0.16% | +6,475+31.5% | Added |
| EverSource Wealth Advisors, LLC | 29,621 | $3.35M | 0.22% | +403+1.4% | Added |
| Stonebridge Capital Management Inc | 27,022 | $3.35M | 1.43% | −100−0.4% | Reduced |