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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 137,645 | $17.0M | 0.22% | −39,263−22.2% | Reduced |
| Nemes Rush Group LLC | 137,396 | $17.0M | 2.34% | +4,960+3.7% | Added |
| Stonebridge Capital Advisors LLC | 136,755 | $16.9M | 1.49% | +3,234+2.4% | Added |
| Wesleyan Assurance Society | 136,371 | $16.9M | 1.46% | 00.0% | Unchanged |
| Congress Asset Management Co | 135,995 | $16.8M | 0.12% | +182+0.1% | Added |
| Middleton & Co Inc | 135,828 | $16.8M | 1.95% | −2,573−1.9% | Reduced |
| Goelzer Investment Management, Inc. | 135,359 | $16.8M | 0.94% | −1,836−1.3% | Reduced |
| Investment House LLC | 134,871 | $16.7M | 0.95% | −240−0.2% | Reduced |
| Abner Herrman & Brock LLC | 134,718 | $16.7M | 2.11% | −3,831−2.8% | Reduced |
| Washington Trust Bank | 134,440 | $16.6M | 1.65% | −3,600−2.6% | Reduced |
| Ar Asset Management Inc | 134,320 | $16.6M | 4.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 134,258 | $16.6M | 0.55% | +570+0.4% | Added |
| Farmers & Merchants Investments Inc | 133,343 | $16.5M | 0.55% | −3,972−2.9% | Reduced |
| Karpas Strategies, LLC | 133,008 | $16.5M | 5.16% | +70+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 132,972 | $16.5M | 1.08% | +14,399+12.1% | Added |
| Schonfeld Strategic Advisors LLC | 132,668 | $16.4M | 0.13% | +66,180+99.5% | Added |
| Alley Investment Management Company, LLC | 132,603 | $16.4M | 2.24% | −6,530−4.7% | Reduced |
| FineMark National Bank & Trust | 131,952 | $16.3M | 0.60% | −1,076−0.8% | Reduced |
| Ieq Capital, LLC | 131,584 | $16.3M | 0.22% | +23,322+21.5% | Added |
| Cornerstone Advisors, LLC | 131,000 | $16.2M | 0.66% | 00.0% | Unchanged |
| Jump Financial, LLC | 130,909 | $16.2M | 0.33% | +104,150+389.2% | Added |
| Assetmark, Inc | 130,265 | $16.1M | 0.05% | +14,495+12.5% | Added |
| Clough Capital Partners L P | 129,503 | $16.0M | 1.75% | +11,238+9.5% | Added |
| Trust Co of Vermont | 129,449 | $16.0M | 0.87% | +177+0.1% | Added |
| Advisory Services Network, LLC | 129,066 | $16.0M | 0.33% | +6,853+5.6% | Added |
| Artemis Investment Management LLP | 129,036 | $16.0M | 0.21% | +18,179+16.4% | Added |
| Ledyard National Bank | 128,537 | $15.9M | 1.55% | −11,085−7.9% | Reduced |
| Snowden Capital Advisors LLC | 126,976 | $15.8M | 0.47% | −5,978−4.5% | Reduced |
| Foundation Resource Management Inc | 127,756 | $15.8M | 2.53% | −1,062−0.8% | Reduced |
| New Mexico Educational Retirement Board | 127,686 | $15.8M | 0.55% | 00.0% | Unchanged |
| Woodstock Corp | 126,933 | $15.7M | 1.60% | −447−0.4% | Reduced |
| Wetherby Asset Management Inc | 126,686 | $15.7M | 0.74% | +6,883+5.7% | Added |
| CCM Investment Advisers LLC | 126,575 | $15.7M | 1.84% | −452−0.4% | Reduced |
| Patten & Patten Inc | 126,506 | $15.7M | 1.10% | −1,476−1.2% | Reduced |
| Narwhal Capital Management | 126,233 | $15.6M | 1.48% | +4,812+4.0% | Added |
| Parsons Capital Management Inc | 125,904 | $15.6M | 1.06% | −909−0.7% | Reduced |
| Point72 Hong Kong Ltd | 125,181 | $15.5M | 0.94% | +112,054+853.6% | Added |
| American Assets Investment Management, LLC | 125,000 | $15.5M | 1.45% | 00.0% | Unchanged |
| M&R Capital Management Inc | 124,879 | $15.5M | 3.69% | +1,227+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 124,107 | $15.4M | 1.26% | +700+0.6% | Added |
| Capital Fund Management S.A. | 124,597 | $15.4M | 0.18% | +26,288+26.7% | Added |
| Park Avenue Securities LLC | 124,482 | $15.4M | 0.19% | −2,267−1.8% | Reduced |
| Edge Wealth Management LLC | 124,011 | $15.4M | 3.23% | −2,647−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 123,637 | $15.3M | 0.15% | +77,479+167.9% | Added |
| Allianz SE | 123,340 | $15.3M | 0.45% | −6,099−4.7% | Reduced |
| Beck Mack & Oliver LLC | 122,662 | $15.2M | 0.31% | −8,151−6.2% | Reduced |
| ARS Investment Partners, LLC | 122,430 | $15.2M | 1.45% | −262−0.2% | Reduced |
| Crestwood Advisors Group LLC | 122,375 | $15.1M | 0.31% | +1,546+1.3% | Added |
| Connors Investor Services Inc | 121,969 | $15.1M | 1.57% | −294−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 121,818 | $15.1M | 0.13% | −380−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 121,637 | $15.1M | 0.75% | +317+0.3% | Added |
| Calamos Wealth Management LLC | 121,521 | $15.0M | 0.81% | −15,493−11.3% | Reduced |
| Auxier Asset Management | 120,496 | $14.9M | 2.36% | −101−0.1% | Reduced |
| Payden & Rygel Investment Group | 120,150 | $14.9M | 1.20% | −11,600−8.8% | Reduced |
| Payden & Rygel | 120,150 | $14.9M | 1.20% | −11,600−8.8% | Reduced |
| Phoenix Holdings Ltd. | 117,758 | $14.8M | 0.23% | +4,488+4.0% | Added |
| Old National Bancorp | 119,796 | $14.8M | 0.35% | −10,392−8.0% | Reduced |
| TCG Advisory Services, LLC | 119,416 | $14.8M | 0.71% | +8,055+7.2% | Added |
| Clearstead Advisors, LLC | 119,087 | $14.7M | 0.25% | +46,305+63.6% | Added |
| Dnca Finance | 118,896 | $14.7M | 1.26% | +118,896 | New |
| Williams Jones Wealth Management, LLC. | 118,737 | $14.7M | 0.18% | −587−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 117,523 | $14.5M | 0.62% | −5,729−4.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 117,497 | $14.5M | 1.35% | +16,786+16.7% | Added |
| SpiderRock Advisors, LLC | 117,488 | $14.5M | 0.38% | +21,312+22.2% | Added |
| Monarch Capital Management Inc | 115,894 | $14.4M | 4.24% | −2,141−1.8% | Reduced |
| Smithfield Trust Co | 116,479 | $14.4M | 0.76% | −1,575−1.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 116,327 | $14.4M | 2.94% | −790−0.7% | Reduced |
| Wallace Advisory Group, LLC | 115,744 | $14.3M | 10.31% | −724−0.6% | Reduced |
| Shelton Capital Management | 115,708 | $14.3M | 0.39% | +19,686+20.5% | Added |
| Boston Private Wealth LLC | 115,158 | $14.3M | 0.35% | −7,028−5.8% | Reduced |
| Optimas Capital Ltd | 111,600 | $14.2M | 16.16% | +51,735+86.4% | Added |
| Kennedy Capital Management, Inc. | 114,792 | $14.2M | 0.30% | +38,407+50.3% | Added |
| Savant Capital, LLC | 114,040 | $14.1M | 0.14% | −5,711−4.8% | Reduced |
| Cheviot Value Management, LLC | 113,441 | $14.0M | 2.75% | −1,666−1.4% | Reduced |
| Hoylecohen, LLC | 113,173 | $14.0M | 1.06% | −836−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 113,108 | $14.0M | 0.14% | −2,897−2.5% | Reduced |
| Rakuten Investment Management, Inc. | 107,841 | $14.0M | 0.09% | +39,701+58.3% | Added |
| Concurrent Investment Advisors, LLC | 113,061 | $14.0M | 0.46% | +30,165+36.4% | Added |
| HealthInvest Partners AB | 112,734 | $14.0M | 8.51% | −21,007−15.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 112,056 | $13.9M | 0.03% | +8,269+8.0% | Added |
| Bright Rock Capital Management, LLC | 112,000 | $13.9M | 2.92% | 00.0% | Unchanged |
| Trexquant Investment LP | 111,988 | $13.9M | 0.21% | +111,988 | New |
| LMCG Investments, LLC | 111,836 | $13.8M | 0.81% | −1,354−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 111,802 | $13.8M | 0.28% | +26,725+31.4% | Added |
| Mengis Capital Management, Inc. | 111,745 | $13.8M | 2.80% | −14,859−11.7% | Reduced |
| Community Bank, N.A. | 111,465 | $13.8M | 1.82% | −150.0% | Reduced |
| NEOS Investment Management LLC | 111,036 | $13.7M | 0.57% | +38,792+53.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,247 | $13.6M | 1.57% | −1,896−1.7% | Reduced |
| Griffin Asset Management, Inc. | 109,568 | $13.6M | 1.57% | −956−0.9% | Reduced |
| Stockman Wealth Management, Inc. | 109,546 | $13.6M | 2.38% | +502+0.5% | Added |
| Tobam | 109,482 | $13.6M | 2.13% | −98,864−47.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 109,172 | $13.5M | 0.41% | −138,938−56.0% | Reduced |
| Vinva Investment Management Ltd | 104,044 | $13.5M | 0.69% | +7,093+7.3% | Added |
| Jefferies Financial Group Inc. | 109,020 | $13.5M | 0.27% | −118,379−52.1% | Reduced |
| Alps Advisors Inc | 108,947 | $13.5M | 0.09% | −654−0.6% | Reduced |
| Camden National Bank | 108,735 | $13.5M | 2.08% | +14,050+14.8% | Added |
| Capital International Inc | 108,386 | $13.4M | 0.18% | +12,861+13.5% | Added |
| RSM US Wealth Management LLC | 104,717 | $13.3M | 0.22% | +52,716+101.4% | Added |
| Tritonpoint Wealth, LLC | 107,019 | $13.3M | 1.28% | +64+0.1% | Added |
| Evercore Wealth Management, LLC | 106,133 | $13.1M | 0.21% | −1,124−1.0% | Reduced |