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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, Q3 2024

Institutional positions in Merck & Co., Inc. as of Sep 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
3,502
−15 vs. Q2 2024
Shares held
1.96B
+213.1M (+12.2%) vs. Q2 2024
Total value
$221.8B
+$5.55B (+2.6%) vs. Q2 2024
New holders
146
1,537 more added
Sold out
161
1,421 more reduced

41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,502 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ3 2024: $221.8B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2024.

Institutions holding MRK in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZynergyRetirementPlanningLLC3$3410.00%00.0%Unchanged
EnRich Financial Partners LLC5$5680.00%00.0%Unchanged
Harvest Fund Management Co., Ltd8$1.00K0.00%−11,458−99.9%Reduced
Atlantic Private Wealth, LLC12$1.42K0.00%00.0%Unchanged
Washington Growth Strategies LLC193$1.76K0.15%+193New
Morton Brown Family Wealth, LLC16$1.82K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$2.26K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC23$2.61K0.00%−43−65.2%Reduced
Disciplina Capital Management LLC32$3.63K0.00%−944−96.7%Reduced
Clarity Asset Management, Inc.38$4.32K0.00%00.0%Unchanged
Eukles Asset Management45$5.11K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc51$5.54K0.00%−43−45.7%Reduced
Lummis Asset Management, LP49$5.56K0.01%00.0%Unchanged
ORG Wealth Partners, LLC51$5.79K0.00%+51New
PayPay Securities Corp61$6.93K0.62%+14+29.8%Added
Dynamic Wealth Strategies, LLC64$7.00K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.62$7.04K0.00%+62New
Copley Financial Group, Inc.63$7.15K0.01%+63New
Tributary Capital Management, LLC65$7.38K0.00%00.0%Unchanged
Global Wealth Strategies & Associates65$7.38K0.00%+39+150.0%Added
Wells Financial Advisors INC65$7.43K0.01%+65New
Talon Private Wealth, LLC68$7.72K0.00%+68New
POM Investment Strategies, LLC72$8.18K0.01%−95−56.9%Reduced
ClariVest Asset Management LLC71$8.92K0.00%00.0%Unchanged
Mendota Financial Group, LLC92$10.4K0.00%+5+5.7%Added
Miller Wealth Advisors, LLC100$11.0K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.100$12.0K0.00%−6,855−98.6%Reduced
AlphaMark Advisors, LLC108$12.0K0.00%−220−67.1%Reduced
Legacy Investment Solutions, LLC130$12.8K0.01%+130New
Legacy Wealth Managment, LLC130$12.8K0.01%+130New
Claris Advisors, LLC125$14.2K0.01%+125New
PrairieView Partners, LLC138$15.0K0.00%−3,000−95.6%Reduced
Grayhawk Investment Strategies Inc.134$15.2K0.02%00.0%Unchanged
Luken Investment Analytics, LLC134$15.2K0.01%00.0%Unchanged
Financial Connections Group, Inc.142$16.0K0.01%−346−70.9%Reduced
Pineridge Advisors LLC141$16.0K0.01%−41−22.5%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna142$16.1K0.01%−28−16.5%Reduced
Paladin Wealth, LLC142$16.1K0.01%+142New
University of Texas/Texas Am Investment Managment Co143$16.2K0.00%−411−74.2%Reduced
FSC Wealth Advisors, LLC150$17.0K0.01%00.0%Unchanged
Aviso Financial Inc.152$17.3K0.00%00.0%Unchanged
Robinson Value Management, Ltd.166$18.9K0.01%00.0%Unchanged
TruNorth Capital Management, LLC172$19.5K0.01%+32+22.9%Added
Proffitt & Goodson Inc174$19.8K0.00%−23−11.7%Reduced
Briaud Financial Planning, Inc186$21.0K0.01%−500−72.9%Reduced
Halpern Financial, Inc.200$22.4K0.01%00.0%Unchanged
Bare Financial Services, Inc216$24.5K0.01%00.0%Unchanged
Tidemark, LLC217$24.7K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC222$25.5K0.00%+61+37.9%Added
Vermillion & White Wealth Management Group, LLC248$28.2K0.02%00.0%Unchanged
Horizon Financial Services, LLC250$28.4K0.02%−68−21.4%Reduced
Heck Capital Advisors, LLC255$29.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph261$29.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC259$29.4K0.01%+2+0.8%Added
Darwin Advisors, LLC278$31.5K0.01%+278New
True Wealth Design, LLC299$33.9K0.01%−1,241−80.6%Reduced
WealthCollab, LLC299$34.0K0.02%−157−34.4%Reduced
AM Squared Ltd300$34.1K0.08%+300New
Clear Point Advisors Inc.300$34.1K0.03%00.0%Unchanged
Anfield Capital Management, LLC301$34.2K0.01%+125+71.0%Added
Safe Harbor Fiduciary, LLC302$34.3K0.03%+302New
Vista Private Wealth Partners. LLC303$34.4K0.01%−211−41.1%Reduced
Front Row Advisors LLC306$35.0K0.01%−128−29.5%Reduced
Legend Financial Advisors, Inc.310$35.2K0.02%−180−36.7%Reduced
Robinswood Financial LLC314$35.7K0.01%+60+23.6%Added
Peterson Financial Group, Inc.316$35.9K0.14%+316New
Keener Financial Planning LLC329$37.0K0.02%−106−24.4%Reduced
Roble, Belko & Company, Inc326$37.0K0.01%00.0%Unchanged
Financial Avengers, Inc.326$37.1K0.02%+2+0.6%Added
Cypress Capital Management LLC (WY)335$38.0K0.04%00.0%Unchanged
Red Tortoise LLC336$38.2K0.02%+93+38.3%Added
SYSTM Wealth Solutions LLC334$38.2K1.16%−24,655−98.7%Reduced
Activest Wealth Management339$38.5K0.01%00.0%Unchanged
Advantage Trust Co350$39.7K0.03%00.0%Unchanged
Ruedi Wealth Management, Inc.354$40.3K0.01%−43−10.8%Reduced
Winch Advisory Services, LLC358$40.7K0.01%00.0%Unchanged
Clear Investment Research, LLC359$40.8K0.05%00.0%Unchanged
SWAN Capital LLC367$41.7K0.02%00.0%Unchanged
Provenance Wealth Advisors, LLC370$42.0K0.01%+100+37.0%Added
Mowery & Schoenfeld Wealth Management, LLC379$43.0K0.07%+122+47.5%Added
Reston Wealth Management LLC380$43.1K0.02%+380New
Pacific Capital Wealth Advisors, Inc382$43.4K0.01%+9+2.4%Added
Tradewinds Capital Management, LLC386$43.8K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP392$44.5K0.03%−1,246−76.1%Reduced
nVerses Capital, LLC400$45.4K0.02%−2,200−84.6%Reduced
Delos Wealth Advisors, LLC400$45.4K0.04%−36−8.3%Reduced
Park Circle Co400$45.4K0.04%00.0%Unchanged
Horizons Wealth Management403$45.8K0.04%−81−16.7%Reduced
Valued Wealth Advisors LLC411$47.0K0.03%−25−5.7%Reduced
JDM Financial Group LLC417$47.4K0.03%+17+4.3%Added
Macroview Investment Management LLC419$47.6K0.05%+2+0.5%Added
Accent Capital Management, LLC420$48.0K0.03%00.0%Unchanged
REAP Financial Group, LLC471$53.5K0.01%+142+43.2%Added
Horizon Bancorp Inc476$54.0K0.03%−60−11.2%Reduced
Ritter Daniher Financial Advisory LLC477$54.2K0.02%00.0%Unchanged
Raffa Wealth Management, LLC484$55.0K0.01%−989−67.1%Reduced
Moisand Fitzgerald Tamayo, LLC492$55.9K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC500$56.8K0.05%00.0%Unchanged
Redmont Wealth Advisors LLC500$56.8K0.09%00.0%Unchanged
Iron Horse Wealth Management, LLC501$56.9K0.02%+80+19.0%Added