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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 81,863 | $10.1M | 0.36% | −2,529−3.0% | Reduced |
| Rodgers Brothers Inc. | 81,809 | $10.1M | 1.37% | −475−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 81,693 | $10.1M | 0.68% | −1,932−2.3% | Reduced |
| Choate Investment Advisors | 81,305 | $10.1M | 0.26% | +758+0.9% | Added |
| Canandaigua National Bank & Trust Co | 81,030 | $10.0M | 1.09% | −625−0.8% | Reduced |
| CSM Advisors, LLC | 80,853 | $10.0M | 0.71% | −3,965−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 80,666 | $9.99M | 0.31% | +2,833+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 80,604 | $9.98M | 0.26% | +196+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $9.94M | 1.24% | 00.0% | Unchanged |
| Longbow Finance SA | 80,010 | $9.91M | 1.02% | −4,654−5.5% | Reduced |
| Core Alternative Capital | 79,944 | $9.90M | 1.98% | −10,101−11.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 79,937 | $9.90M | 0.37% | +438+0.6% | Added |
| Morgan Dempsey Capital Management LLC | 79,367 | $9.83M | 3.28% | −2,217−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 79,348 | $9.82M | 0.74% | +280+0.4% | Added |
| Carret Asset Management, LLC | 79,106 | $9.79M | 1.14% | −542−0.7% | Reduced |
| Augustine Asset Management Inc | 79,048 | $9.79M | 3.78% | +271+0.3% | Added |
| GFS Advisors, LLC | 960 | $9.75M | 1.61% | −80,984−98.8% | Reduced |
| Advisors Capital Management, LLC | 78,584 | $9.73M | 0.17% | +2,855+3.8% | Added |
| Miramar Capital, LLC | 78,293 | $9.69M | 2.42% | +844+1.1% | Added |
| Resources Investment Advisors, LLC. | 78,116 | $9.67M | 0.12% | +22,822+41.3% | Added |
| Miracle Mile Advisors, LLC | 77,910 | $9.65M | 0.24% | +1,095+1.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 77,696 | $9.62M | 0.98% | −872−1.1% | Reduced |
| SlateStone Wealth, LLC | 77,289 | $9.57M | 1.04% | −30,810−28.5% | Reduced |
| We Are One Seven, LLC | 77,166 | $9.55M | 0.45% | +15,700+25.5% | Added |
| Valeo Financial Advisors, LLC | 95,895 | $9.55M | 0.30% | +1,620+1.7% | Added |
| Sky Investment Group LLC | 76,904 | $9.52M | 1.82% | −1,895−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 76,771 | $9.50M | 0.10% | −2,780−3.5% | Reduced |
| Fiduciary Alliance LLC | 74,275 | $9.49M | 1.54% | +3,181+4.5% | Added |
| W Advisors, LLC | 76,537 | $9.48M | 6.21% | −130.0% | Reduced |
| KCM Investment Advisors LLC | 76,399 | $9.46M | 0.34% | −131−0.2% | Reduced |
| Sumitomo Life Insurance Co | 75,050 | $9.46M | 0.22% | +45,595+154.8% | Added |
| Liontrust Investment Partners LLP | 75,939 | $9.40M | 0.13% | −20,198−21.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 75,939 | $9.40M | 0.38% | −18,845−19.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 75,909 | $9.40M | 0.52% | +1,459+2.0% | Added |
| Quantbot Technologies LP | 75,867 | $9.39M | 0.45% | −15,577−17.0% | Reduced |
| ADAR1 Capital Management, LLC | 75,750 | $9.38M | 1.89% | +75,450+25,150.0% | Added |
| Northeast Financial Consultants Inc | 75,586 | $9.36M | 0.43% | −1,060−1.4% | Reduced |
| Dakota Wealth Management | 75,289 | $9.32M | 0.22% | +2,997+4.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 74,936 | $9.28M | 0.48% | −95−0.1% | Reduced |
| Loomis Sayles & Co L P | 74,929 | $9.28M | 0.01% | +37,763+101.6% | Added |
| Bellevue Group AG | 74,709 | $9.25M | 0.15% | −236,142−76.0% | Reduced |
| Evergreen Capital Management LLC | 74,082 | $9.23M | 0.33% | +1,352+1.9% | Added |
| NewEdge Wealth, LLC | 74,460 | $9.22M | 0.20% | −4,097−5.2% | Reduced |
| Advocate Group LLC | 74,456 | $9.22M | 1.86% | +808+1.1% | Added |
| Ballentine Partners, LLC | 74,179 | $9.18M | 0.17% | +6,044+8.9% | Added |
| Gladstone Institutional Advisory LLC | 74,058 | $9.17M | 0.48% | −1,074−1.4% | Reduced |
| Commerzbank Aktiengesellschaft | 74,048 | $9.17M | 0.30% | +9,143+14.1% | Added |
| Anchor Investment Management, LLC | 73,842 | $9.14M | 0.94% | −1,831−2.4% | Reduced |
| Equitable Holdings, Inc. | 73,627 | $9.12M | 0.10% | +5,405+7.9% | Added |
| Cardinal Capital Management | 73,118 | $9.11M | 1.53% | +83+0.1% | Added |
| BTC Capital Management, Inc. | 73,495 | $9.10M | 0.84% | −919−1.2% | Reduced |
| HighPoint Advisor Group LLC | 78,905 | $9.09M | 0.54% | +15,601+24.6% | Added |
| Fulton Bank, N.A. | 73,434 | $9.09M | 0.37% | −4,803−6.1% | Reduced |
| Security National Bank | 73,380 | $9.08M | 1.32% | −44−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 73,247 | $9.07M | 1.62% | −542−0.7% | Reduced |
| Trust Co of Toledo NA | 73,244 | $9.07M | 1.31% | +4,466+6.5% | Added |
| TrinityPoint Wealth, LLC | 72,945 | $9.03M | 1.41% | −1,100−1.5% | Reduced |
| Round Hill Asset Management | 72,935 | $9.03M | 5.76% | −2,780−3.7% | Reduced |
| Primecap Management Co | 72,800 | $9.01M | 0.01% | −3,200−4.2% | Reduced |
| Rossmore Private Capital | 72,468 | $8.97M | 1.18% | −779−1.1% | Reduced |
| CAPROCK Group, Inc. | 71,970 | $8.97M | 0.36% | +20,927+41.0% | Added |
| Mesirow Financial Investment Management, Inc. | 72,420 | $8.97M | 0.20% | −1,437−1.9% | Reduced |
| TrimTabs Asset Management, LLC | 72,398 | $8.96M | 2.23% | +7,846+12.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 72,121 | $8.93M | 2.69% | +1,829+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 71,966 | $8.91M | 1.05% | +300+0.4% | Added |
| Northern Oak Wealth Management Inc | 71,875 | $8.90M | 1.07% | −1,970−2.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 71,810 | $8.89M | 1.80% | −2,175−2.9% | Reduced |
| Linscomb & Williams, Inc. | 71,540 | $8.86M | 0.46% | +307+0.4% | Added |
| Private Capital Advisors, Inc. | 71,245 | $8.82M | 0.98% | −1,943−2.7% | Reduced |
| Principle Wealth Partners LLC | 70,668 | $8.75M | 0.67% | −304−0.4% | Reduced |
| Ossiam | 70,634 | $8.74M | 0.17% | −42,935−37.8% | Reduced |
| Courier Capital LLC | 70,562 | $8.74M | 0.69% | −576−0.8% | Reduced |
| Boit C F David | 70,283 | $8.70M | 4.53% | −1,000−1.4% | Reduced |
| Stamos Capital Partners, L.P. | 69,990 | $8.66M | 1.84% | −2,150−3.0% | Reduced |
| Bonness Enterprises Inc | 69,500 | $8.60M | 3.15% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 69,035 | $8.58M | 0.39% | +2,749+4.1% | Added |
| Live Oak Private Wealth LLC | 69,209 | $8.57M | 1.47% | −1,254−1.8% | Reduced |
| Independent Advisor Alliance | 68,876 | $8.53M | 0.29% | +1,070+1.6% | Added |
| Zuckerman Investment Group, LLC | 68,267 | $8.45M | 0.98% | +145+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 68,168 | $8.44M | 0.86% | −120,320−63.8% | Reduced |
| Red Door Wealth Management, LLC | 68,094 | $8.43M | 1.49% | +3,287+5.1% | Added |
| Kelly Lawrence W & Associates Inc | 66,823 | $8.27M | 1.89% | −955−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 66,795 | $8.27M | 0.30% | +2,011+3.1% | Added |
| Brookstone Capital Management | 65,553 | $8.25M | 0.14% | +1,077+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 66,471 | $8.23M | 1.93% | 00.0% | Unchanged |
| Bank of Hawaii | 66,374 | $8.22M | 0.38% | +321+0.5% | Added |
| Asset Advisors Investment Management, LLC | 66,343 | $8.21M | 0.89% | +3,133+5.0% | Added |
| Bridges Investment Management Inc | 66,171 | $8.19M | 0.12% | +21,816+49.2% | Added |
| First American Bank | 66,139 | $8.19M | 0.61% | +467+0.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 66,120 | $8.19M | 5.39% | −330−0.5% | Reduced |
| Verition Fund Management LLC | 66,117 | $8.19M | 0.06% | +27,584+71.6% | Added |
| Chesley Taft & Associates LLC | 66,037 | $8.18M | 0.41% | +5,215+8.6% | Added |
| Executive Wealth Management, LLC | 66,025 | $8.17M | 1.50% | +2,523+4.0% | Added |
| Sowell Financial Services LLC | 65,526 | $8.16M | 0.39% | −1,036−1.6% | Reduced |
| Sivik Global Healthcare LLC | 65,874 | $8.15M | 3.64% | +65,874 | New |
| GYL Financial Synergies, LLC | 65,176 | $8.07M | 0.62% | +3,804+6.2% | Added |
| Viking Fund Management LLC | 65,000 | $8.05M | 1.44% | −8,000−11.0% | Reduced |
| Allworth Financial LP | 63,820 | $8.03M | 0.05% | +13,232+26.2% | Added |
| Leavell Investment Management, Inc. | 64,225 | $8.00M | 0.44% | +6,646+11.5% | Added |
| Searle & Co. | 64,321 | $7.96M | 1.87% | +6,447+11.1% | Added |