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 | 3,813 | $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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 187,645 | $23.2M | 1.61% | −43,400−18.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 184,820 | $22.9M | 0.08% | −21,501−10.4% | Reduced |
| Congress Wealth Management LLC | 184,797 | $22.9M | 0.36% | +34,775+23.2% | Added |
| Bollard Group LLC | 184,306 | $22.8M | 0.64% | +4,963+2.8% | Added |
| Two Sigma Securities, LLC | 184,096 | $22.8M | 1.08% | +92,818+101.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 183,691 | $22.7M | 1.30% | −625−0.3% | Reduced |
| Prospera Financial Services Inc | 183,631 | $22.7M | 0.63% | +41,816+29.5% | Added |
| First Horizon Advisors, Inc. | 183,186 | $22.7M | 0.69% | −4,639−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 183,043 | $22.7M | 1.72% | −1,725−0.9% | Reduced |
| Baldwin Brothers Inc | 182,931 | $22.6M | 1.76% | −7,719−4.0% | Reduced |
| Omers Administration Corp | 182,560 | $22.6M | 0.22% | +157,453+627.1% | Added |
| Stillwater Capital Advisors, LLC | 182,484 | $22.6M | 3.15% | −2,565−1.4% | Reduced |
| MAI Capital Management | 182,407 | $22.6M | 0.22% | +1,666+0.9% | Added |
| Suncoast Equity Management | 182,355 | $22.6M | 2.50% | +4,474+2.5% | Added |
| Montag A & Associates Inc | 179,695 | $22.4M | 1.13% | +7,736+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 180,744 | $22.4M | 1.07% | +5,247+3.0% | Added |
| Dana Investment Advisors, Inc. | 180,665 | $22.4M | 0.76% | −10,098−5.3% | Reduced |
| MBB Public Markets I LLC | 180,206 | $22.3M | 0.46% | +169,621+1,602.5% | Added |
| Quantinno Capital Management LP | 180,167 | $22.3M | 0.40% | +32,247+21.8% | Added |
| Argent Trust Co | 180,047 | $22.3M | 0.98% | +980+0.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 179,971 | $22.3M | 1.72% | −4,866−2.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 179,618 | $22.2M | 0.90% | +150+0.1% | Added |
| Sonora Investment Management Group, LLC | 167,869 | $22.2M | 1.73% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 178,275 | $22.1M | 0.27% | +19,179+12.1% | Added |
| Lighthouse Investment Partners, LLC | 177,946 | $22.0M | 1.23% | +139,779+366.2% | Added |
| Achmea Investment Management B.V. | 177,060 | $21.9M | 0.39% | +12,249+7.4% | Added |
| Westwood Holdings Group Inc. | 176,849 | $21.9M | 0.10% | +156,935+788.1% | Added |
| Everett Harris & Co | 175,746 | $21.8M | 0.28% | −1,199−0.7% | Reduced |
| Cutter Capital Management, LP | 175,600 | $21.7M | 6.63% | +175,600 | New |
| Rhenman & Partners Asset Management AB | 175,000 | $21.7M | 2.08% | −43,500−19.9% | Reduced |
| Atria Wealth Solutions, Inc. | 173,279 | $21.6M | 0.24% | −24,923−12.6% | Reduced |
| Skba Capital Management LLC | 173,755 | $21.5M | 3.45% | −2,500−1.4% | Reduced |
| Godsey & Gibb Associates | 173,235 | $21.4M | 2.22% | −19,144−10.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $21.4M | 1.81% | 00.0% | Unchanged |
| JPB Foundation | 172,317 | $21.3M | 2.28% | −35,000−16.9% | Reduced |
| Brinker Capital Investments, LLC | 172,106 | $21.3M | 0.22% | −1,315−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 172,106 | $21.3M | 0.22% | −1,315−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 171,373 | $21.2M | 0.07% | +171,373 | New |
| McGowan Group Asset Management, Inc. | 168,150 | $20.8M | 2.90% | −252−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 167,924 | $20.8M | 0.18% | −38,756−18.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 166,530 | $20.6M | 2.39% | +5,053+3.1% | Added |
| Novare Capital Management LLC | 166,088 | $20.6M | 1.85% | −4,031−2.4% | Reduced |
| Alaska Permanent Fund Corp | 181,071 | $20.5M | 0.30% | −5,157−2.8% | Reduced |
| Bleakley Financial Group, LLC | 165,020 | $20.4M | 0.59% | +81,484+97.5% | Added |
| Forbes J M & Co LLP | 165,006 | $20.4M | 2.09% | +3,112+1.9% | Added |
| Edmond de Rothschild Holding S.A. | 164,776 | $20.4M | 0.35% | −3,088−1.8% | Reduced |
| Smith, Salley & Associates | 164,338 | $20.3M | 1.46% | +8,111+5.2% | Added |
| Logan Capital Management Inc | 164,236 | $20.3M | 0.88% | −370.0% | Reduced |
| GW Henssler & Associates Ltd | 163,936 | $20.3M | 1.22% | −6,421−3.8% | Reduced |
| Kimelman & Baird, LLC | 163,560 | $20.2M | 1.67% | +163,560 | New |
| Edge Capital Group, LLC | 162,818 | $20.2M | 0.98% | +4,764+3.0% | Added |
| Blue Chip Partners, Inc. | 162,639 | $20.1M | 1.86% | +6,961+4.5% | Added |
| Gratus Capital LLC | 162,476 | $20.1M | 0.81% | +11,373+7.5% | Added |
| Woodmont Investment Counsel LLC | 162,362 | $20.1M | 1.64% | +2,136+1.3% | Added |
| Hartford Investment Management Co | 162,231 | $20.1M | 0.69% | −1,456−0.9% | Reduced |
| Prospector Partners LLC | 162,111 | $20.1M | 2.35% | +1,064+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 161,693 | $20.0M | 0.30% | −37,864−19.0% | Reduced |
| Bridgeway Capital Management, LLC | 160,952 | $19.9M | 0.47% | +13,021+8.8% | Added |
| Stratos Wealth Partners, LTD. | 160,803 | $19.9M | 0.32% | −1,939−1.2% | Reduced |
| Central Securities Corp | 160,000 | $19.8M | 1.95% | −40,000−20.0% | Reduced |
| Engineers Gate Manager LP | 159,750 | $19.8M | 0.45% | +148,648+1,338.9% | Added |
| Parthenon LLC | 159,120 | $19.7M | 2.50% | +275+0.2% | Added |
| Associated Banc-Corp | 158,962 | $19.7M | 0.61% | −2,095−1.3% | Reduced |
| Dodge & Cox | 158,876 | $19.7M | 0.01% | −1,619−1.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 158,519 | $19.6M | 1.79% | +3,355+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 158,212 | $19.6M | 2.54% | +2,361+1.5% | Added |
| Virtu Financial LLC | 157,900 | $19.5M | 1.36% | +157,900 | New |
| Atlantic Union Bankshares Corp | 156,057 | $19.3M | 1.20% | +54,984+54.4% | Added |
| Cadinha & Co LLC | 151,763 | $18.8M | 3.48% | +418+0.3% | Added |
| Cohen Klingenstein LLC | 151,580 | $18.8M | 0.68% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 150,323 | $18.6M | 0.36% | −11,814−7.3% | Reduced |
| Zimmer Partners, LP | 150,100 | $18.6M | 0.35% | −162,175−51.9% | Reduced |
| Charter Trust Co | 149,815 | $18.5M | 1.23% | +274+0.2% | Added |
| National Asset Management, Inc. | 148,059 | $18.4M | 0.47% | −14,516−8.9% | Reduced |
| Vident Advisory, LLC | 148,832 | $18.4M | 0.51% | +3,028+2.1% | Added |
| Fishman Jay A Ltd | 145,911 | $18.1M | 1.90% | +10,595+7.8% | Added |
| Securian Asset Management, Inc | 145,638 | $18.0M | 0.53% | −3,614−2.4% | Reduced |
| Summit Global Investments | 145,406 | $18.0M | 1.21% | +24,859+20.6% | Added |
| Moors & Cabot, Inc. | 145,261 | $18.0M | 0.96% | +1,083+0.8% | Added |
| Metis Global Partners, LLC | 144,992 | $18.0M | 0.62% | +1,440+1.0% | Added |
| HB Wealth Management, LLC | 143,829 | $17.8M | 0.21% | +16,560+13.0% | Added |
| Bourgeon Capital Management LLC | 143,490 | $17.8M | 3.48% | −660.0% | Reduced |
| Louisiana State Employees Retirement System | 143,300 | $17.7M | 0.34% | −4,200−2.8% | Reduced |
| Intact Investment Management Inc. | 143,260 | $17.7M | 0.66% | −6,540−4.4% | Reduced |
| Smith Group Asset Management, LLC | 142,821 | $17.7M | 1.57% | −22,521−13.6% | Reduced |
| Exchange Traded Concepts, LLC | 142,016 | $17.6M | 0.45% | +6,938+5.1% | Added |
| Bragg Financial Advisors, Inc | 141,475 | $17.5M | 0.78% | −1,696−1.2% | Reduced |
| Massmutual Trust Co FSB | 141,035 | $17.5M | 0.53% | −400−0.3% | Reduced |
| Diversified Trust Co | 140,812 | $17.4M | 0.49% | +15,292+12.2% | Added |
| Motco | 140,592 | $17.4M | 1.03% | +470.0% | Added |
| Foundry Partners, LLC | 140,380 | $17.4M | 0.93% | +12,304+9.6% | Added |
| Central Trust Co | 140,360 | $17.4M | 0.43% | −4,374−3.0% | Reduced |
| Eagle Global Advisors LLC | 139,756 | $17.3M | 0.91% | +637+0.5% | Added |
| Bryn Mawr Trust Co | 139,534 | $17.3M | 0.66% | −1,305−0.9% | Reduced |
| Empower Advisory Group, LLC | 139,417 | $17.3M | 0.06% | −3,052−2.1% | Reduced |
| Columbia Asset Management | 139,392 | $17.3M | 3.25% | −628−0.4% | Reduced |
| Lido Advisors, LLC | 138,489 | $17.3M | 0.14% | +5,958+4.5% | Added |
| Davy Global Fund Management Ltd | 138,394 | $17.1M | 1.96% | +440.0% | Added |
| Signature Estate & Investment Advisors LLC | 138,175 | $17.1M | 0.43% | +10,321+8.1% | Added |
| iA Global Asset Management Inc. | 137,909 | $17.1M | 0.33% | +17,661+14.7% | Added |