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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 297,842 | $36.9M | 0.38% | +18,530+6.6% | Added |
| Schechter Investment Advisors, LLC | 295,294 | $36.6M | 2.75% | +253+0.1% | Added |
| Grandfield & Dodd, LLC | 294,877 | $36.5M | 2.31% | −10,502−3.4% | Reduced |
| Intech Investment Management LLC | 294,806 | $36.5M | 0.45% | +18,040+6.5% | Added |
| AIA Group Ltd | 292,770 | $36.2M | 1.06% | −21,653−6.9% | Reduced |
| Howard Capital Management Group, LLC | 291,856 | $36.1M | 2.66% | −528−0.2% | Reduced |
| Dearborn Partners LLC | 290,989 | $36.0M | 1.56% | −2,611−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 289,784 | $35.9M | 0.85% | +23,241+8.7% | Added |
| Deprince Race & Zollo Inc | 288,944 | $35.8M | 0.80% | −3,604−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 288,063 | $35.7M | 0.87% | +78,584+37.5% | Added |
| GW&K Investment Management, LLC | 287,310 | $35.6M | 0.33% | −5,426−1.9% | Reduced |
| Highland Capital Management, LLC | 284,881 | $35.3M | 2.08% | −3,069−1.1% | Reduced |
| Klingenstein Fields & Co LP | 284,878 | $35.3M | 1.46% | −19,597−6.4% | Reduced |
| Adviser Investments LLC | 284,410 | $35.2M | 0.46% | +191+0.1% | Added |
| Scotia Capital Inc. | 283,783 | $35.1M | 0.21% | +26,827+10.4% | Added |
| Ethic Inc. | 281,679 | $34.9M | 0.82% | +19,938+7.6% | Added |
| Umb Bank N A | 279,503 | $34.6M | 0.57% | −763−0.3% | Reduced |
| Rafferty Asset Management, LLC | 278,584 | $34.5M | 0.13% | +12,966+4.9% | Added |
| Davenport & Co LLC | 278,037 | $34.4M | 0.22% | −5,134−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 277,718 | $34.4M | 0.99% | −100.0% | Reduced |
| Pinnacle Financial Partners Inc | 273,427 | $34.3M | 0.73% | +1,563+0.6% | Added |
| Vestcor Inc | 272,428 | $33.7M | 1.14% | −37,790−12.2% | Reduced |
| Beacon Pointe Advisors, LLC | 271,782 | $33.6M | 0.40% | −6,260−2.3% | Reduced |
| Heritage Investors Management Corp | 271,490 | $33.6M | 1.17% | −3,460−1.3% | Reduced |
| Advisors Asset Management, Inc. | 270,723 | $33.5M | 0.65% | −37,594−12.2% | Reduced |
| JustInvest LLC | 274,378 | $33.5M | 0.64% | +39,034+16.6% | Added |
| Annex Advisory Services, LLC | 268,785 | $33.3M | 1.17% | +24,999+10.3% | Added |
| Chilton Capital Management LLC | 268,085 | $33.2M | 1.48% | +16,271+6.5% | Added |
| Atria Investments LLC | 267,825 | $33.2M | 0.43% | −4,028−1.5% | Reduced |
| Campbell Newman Asset Management Inc | 267,685 | $33.1M | 2.65% | −5,411−2.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 223,770 | $33.0M | 1.91% | +31,302+16.3% | Added |
| Chartwell Investment Partners, LLC | 263,035 | $32.6M | 1.14% | +5,127+2.0% | Added |
| TD Waterhouse Canada Inc. | 250,273 | $32.1M | 0.29% | +58,259+30.3% | Added |
| Salem Investment Counselors Inc | 252,594 | $31.4M | 1.01% | +2,702+1.1% | Added |
| Roffman Miller Associates Inc | 253,672 | $31.4M | 2.07% | +3,735+1.5% | Added |
| WSFS Capital Management, LLC | 252,361 | $31.3M | 1.72% | +5,549+2.2% | Added |
| RWC Asset Management LLP | 252,036 | $31.2M | 2.20% | −5,960−2.3% | Reduced |
| Meeder Asset Management Inc | 250,795 | $31.0M | 2.18% | +240,201+2,267.3% | Added |
| Walleye Capital LLC | 250,557 | $31.0M | 0.33% | +3,820+1.5% | Added |
| Applied Finance Capital Management, LLC | 250,534 | $31.0M | 1.43% | +72,693+40.9% | Added |
| Samlyn Capital, LLC | 249,902 | $30.9M | 0.53% | −190,792−43.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 249,170 | $30.8M | 0.50% | −1,395−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 247,940 | $30.7M | 0.85% | +602+0.2% | Added |
| Ingalls & Snyder LLC | 246,671 | $30.5M | 1.32% | −1,934−0.8% | Reduced |
| Hudson Bay Capital Management LP | 245,598 | $30.4M | 0.23% | +245,598 | New |
| Federation des caisses Desjardins du Quebec | 244,694 | $30.3M | 0.16% | +33,539+15.9% | Added |
| Wilkins Investment Counsel Inc | 244,366 | $30.3M | 4.51% | −1,215−0.5% | Reduced |
| Wealthfront Advisers LLC | 240,969 | $29.8M | 0.10% | −901−0.4% | Reduced |
| William Blair Investment Management, LLC | 238,297 | $29.5M | 0.08% | +238,297 | New |
| Citizens Financial Group Inc | 236,228 | $29.2M | 0.65% | +32,009+15.7% | Added |
| Integral Health Asset Management, LLC | 235,000 | $29.1M | 2.90% | 00.0% | Unchanged |
| Toroso Investments, LLC | 234,250 | $29.0M | 0.40% | +88,289+60.5% | Added |
| Letko, Brosseau & Associates Inc | 234,239 | $29.0M | 0.55% | −25,180−9.7% | Reduced |
| St. James Investment Company, LLC | 234,038 | $29.0M | 5.07% | −14,423−5.8% | Reduced |
| Brown Brothers Harriman & Co | 234,034 | $29.0M | 0.22% | +3,127+1.4% | Added |
| Erste Asset Management GmbH | 223,522 | $28.9M | 0.38% | +10,965+5.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 233,257 | $28.9M | 1.41% | +120,381+106.6% | Added |
| Poplar Forest Capital LLC | 231,350 | $28.6M | 4.00% | +3,003+1.3% | Added |
| Elo Mutual Pension Insurance Co | 227,772 | $28.2M | 0.66% | −3,766−1.6% | Reduced |
| Eastern Bank | 227,542 | $28.2M | 1.14% | +28,657+14.4% | Added |
| Avantax Advisory Services, Inc. | 227,221 | $28.1M | 0.20% | +88,756+64.1% | Added |
| Braun Stacey Associates Inc | 226,838 | $28.1M | 1.09% | +5,314+2.4% | Added |
| La Banque Postale Asset Management SA | 225,509 | $27.9M | 1.15% | +3,303+1.5% | Added |
| Bruce & Co., Inc. | 224,500 | $27.8M | 9.14% | +3,800+1.7% | Added |
| Alpha Cubed Investments, LLC | 223,998 | $27.7M | 1.32% | −7,617−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 223,289 | $27.6M | 0.55% | +8,308+3.9% | Added |
| Cardinal Capital Management, Inc. | 221,640 | $27.4M | 1.06% | +1,227+0.6% | Added |
| Stack Financial Management, Inc | 221,069 | $27.4M | 2.53% | +452+0.2% | Added |
| RMB Capital Management, LLC | 220,424 | $27.3M | 0.65% | −7,735−3.4% | Reduced |
| Oregon Public Employees Retirement Fund | 217,657 | $26.9M | 0.53% | +865+0.4% | Added |
| CapWealth Advisors, LLC | 215,129 | $26.6M | 3.37% | −5,804−2.6% | Reduced |
| Abn Amro Investment Solutions | 214,572 | $26.6M | 0.48% | −29,072−11.9% | Reduced |
| Boston Common Asset Management, LLC | 213,193 | $26.4M | 0.68% | −28,675−11.9% | Reduced |
| First Manhattan Co | 210,857 | $26.3M | 0.08% | +2,776+1.3% | Added |
| South Dakota Investment Council | 210,886 | $26.1M | 0.54% | −22,346−9.6% | Reduced |
| Van Hulzen Asset Management, LLC | 209,589 | $25.9M | 1.74% | +892+0.4% | Added |
| Blackhill Capital Inc | 208,500 | $25.8M | 1.60% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 207,176 | $25.8M | 0.39% | −7,163−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 207,958 | $25.7M | 0.65% | −5,873−2.7% | Reduced |
| Destination Wealth Management | 205,260 | $25.4M | 0.84% | −5,729−2.7% | Reduced |
| Randolph Co Inc | 205,153 | $25.4M | 3.11% | +470.0% | Added |
| Tower Research Capital LLC (TRC) | 204,358 | $25.3M | 0.43% | +148,239+264.2% | Added |
| General American Investors Co Inc | 204,326 | $25.3M | 1.80% | 00.0% | Unchanged |
| Norris Perne & French LLP | 203,029 | $25.1M | 1.82% | −687−0.3% | Reduced |
| First National Trust Co | 200,954 | $24.9M | 1.02% | −3,525−1.7% | Reduced |
| Pacer Advisors, Inc. | 199,829 | $24.7M | 0.06% | +7,641+4.0% | Added |
| Oppenheimer & Co Inc | 199,735 | $24.7M | 0.39% | +1,598+0.8% | Added |
| Maryland State Retirement & Pension System | 197,667 | $24.5M | 0.45% | −1,281−0.6% | Reduced |
| TCTC Holdings, LLC | 196,486 | $24.3M | 0.84% | −2,066−1.0% | Reduced |
| Richard C. Young & CO., LTD. | 195,412 | $24.2M | 2.94% | +1,662+0.9% | Added |
| Mizuho Securities USA LLC | 195,285 | $24.2M | 0.53% | +195,285 | New |
| Polar Asset Management Partners Inc. | 193,200 | $23.9M | 0.61% | +55,100+39.9% | Added |
| Simplicity Wealth,LLC | 191,207 | $23.7M | 0.53% | +90,811+90.5% | Added |
| Kentucky Retirement Systems | 190,863 | $23.6M | 0.68% | −1,578−0.8% | Reduced |
| Avalon Trust Co | 189,956 | $23.5M | 1.86% | −385−0.2% | Reduced |
| EP Wealth Advisors, LLC | 189,662 | $23.5M | 0.25% | +7,968+4.4% | Added |
| Hyman Charles D | 189,656 | $23.5M | 1.31% | +2,265+1.2% | Added |
| Crossmark Global Holdings, Inc. | 189,308 | $23.4M | 0.45% | +6,110+3.3% | Added |
| Circle Wealth Management, LLC | 188,948 | $23.4M | 0.54% | −1,447−0.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 187,121 | $23.3M | 0.58% | +3,784+2.1% | Added |