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
- 3,501
- −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
- 1,420 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Collective Family Office LLC | 4,724 | $536.5K | 0.15% | −283−5.7% | Reduced |
| Montchanin Asset Management, LLC | 4,733 | $537.0K | 0.49% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 4,730 | $537.2K | 0.22% | +236+5.3% | Added |
| Peoples Bank | 4,745 | $538.8K | 0.36% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,744 | $539.0K | 0.07% | −208−4.2% | Reduced |
| Mayfair Advisory Group, LLC | 4,925 | $540.6K | 0.34% | +25+0.5% | Added |
| Acima Private Wealth, LLC | 4,764 | $541.0K | 0.18% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 4,771 | $541.8K | 0.29% | −118−2.4% | Reduced |
| Meridian Investment Counsel Inc. | 4,779 | $542.7K | 0.16% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,787 | $543.6K | 0.23% | −1,836−27.7% | Reduced |
| Next Capital Management LLC | 4,788 | $544.2K | 0.22% | −103−2.1% | Reduced |
| Revolve Wealth Partners, LLC | 4,798 | $544.9K | 0.08% | −6−0.1% | Reduced |
| Oxford Asset Management LLP | 4,806 | $545.8K | 0.45% | −1,319−21.5% | Reduced |
| Tilson Financial Group, Inc. | 4,817 | $547.0K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,825 | $547.9K | 0.13% | −73−1.5% | Reduced |
| Westend Capital Management, LLC | 4,835 | $549.1K | 0.19% | +104+2.2% | Added |
| HGK Asset Management Inc | 4,849 | $550.7K | 0.10% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,854 | $551.2K | 0.05% | +2,400+97.8% | Added |
| Neumann Capital Management, LLC | 4,885 | $554.7K | 0.18% | −1,800−26.9% | Reduced |
| Renasant Bank | 4,894 | $555.8K | 0.37% | −580−10.6% | Reduced |
| 44 Wealth Management LLC | 5,225 | $555.8K | 0.20% | +5,225 | New |
| Wetzel Investment Advisors, Inc. | 4,863 | $556.0K | 0.28% | +323+7.1% | Added |
| Objective Capital Management, LLC | 4,898 | $556.2K | 0.33% | +4,898 | New |
| Cardiff Park Advisors, LLC | 4,900 | $556.4K | 0.05% | +8+0.2% | Added |
| Seven Mile Advisory | 4,908 | $557.3K | 0.37% | +165+3.5% | Added |
| VisionPoint Advisory Group, LLC | 4,908 | $557.4K | 0.19% | +443+9.9% | Added |
| Merriman Wealth Management, LLC | 4,878 | $557.4K | 0.02% | +195+4.2% | Added |
| Fortis Group Advisors, LLC | 4,910 | $557.6K | 0.10% | −13−0.3% | Reduced |
| Balboa Wealth Partners | 4,915 | $558.2K | 0.14% | −717−12.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,918 | $558.5K | 0.08% | +4,918 | New |
| Birchcreek Wealth Management, LLC | 4,922 | $559.0K | 0.37% | +224+4.8% | Added |
| Mendel Capital Management LLC | 4,923 | $559.0K | 0.34% | −313−6.0% | Reduced |
| Liberty Capital Management, Inc. | 4,932 | $560.1K | 0.12% | 00.0% | Unchanged |
| Lane & Associates LLC | 4,935 | $560.4K | 0.31% | +1,689+52.0% | Added |
| Constitution Capital LLC | 4,950 | $562.1K | 0.30% | +100+2.1% | Added |
| BOS Asset Management, LLC | 4,951 | $562.2K | 0.21% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 4,960 | $563.3K | 0.06% | −3,145−38.8% | Reduced |
| Bender Robert & Associates | 4,982 | $565.7K | 0.12% | +4,982 | New |
| Greenwich Wealth Management LLC | 4,986 | $566.0K | 0.04% | −317−6.0% | Reduced |
| Coastwise Capital Group, LLC | 4,994 | $567.2K | 0.47% | +488+10.8% | Added |
| O'Brien Greene & Co. Inc | 4,995 | $567.2K | 0.18% | −389−7.2% | Reduced |
| Advent Capital Management | 5,000 | $567.8K | 0.01% | +5,000 | New |
| Emergent Wealth Advisors, LLC | 5,016 | $569.6K | 0.42% | +343+7.3% | Added |
| Parisi Gray Wealth Management | 5,020 | $570.0K | 0.19% | +25+0.5% | Added |
| BIP Wealth, LLC | 5,044 | $572.8K | 0.04% | +970+23.8% | Added |
| Bath Savings Trust Co | 5,056 | $574.2K | 0.06% | −400−7.3% | Reduced |
| McIlrath & Eck, LLC | 5,067 | $575.4K | 0.07% | +162+3.3% | Added |
| Beacon Financial Advisory LLC | 5,071 | $575.8K | 0.20% | −23−0.5% | Reduced |
| Private Capital Management LLC | 5,088 | $577.8K | 0.10% | −514−9.2% | Reduced |
| Rise Advisors, LLC | 5,099 | $579.0K | 0.28% | −180−3.4% | Reduced |
| Lesa Sroufe & Co | 5,100 | $579.0K | 0.54% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,101 | $579.2K | 0.05% | +132+2.7% | Added |
| Cora Capital Advisors LLC | 5,111 | $580.4K | 0.29% | −4−0.1% | Reduced |
| Cambridge Financial Group, LLC | 5,113 | $580.7K | 0.24% | +253+5.2% | Added |
| Pointe Capital Management LLC | 5,117 | $581.1K | 0.34% | +222+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 5,128 | $586.0K | 0.27% | +276+5.7% | Added |
| First United Bank Trust | 5,162 | $586.2K | 0.21% | −53−1.0% | Reduced |
| Perennial Investment Advisors, LLC | 5,163 | $586.4K | 0.08% | −1,032−16.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,168 | $586.9K | 0.09% | +918+21.6% | Added |
| WBI Investments | 5,178 | $588.0K | 0.14% | +5,178 | New |
| Tyler-Stone Wealth Management | 5,182 | $588.5K | 0.11% | +2,741+112.3% | Added |
| Syntegra Private Wealth Group, LLC | 5,204 | $590.9K | 0.07% | −98−1.8% | Reduced |
| Roberts Glore & Co Inc | 5,205 | $591.1K | 0.17% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,220 | $592.8K | 0.20% | −40−0.8% | Reduced |
| Cooper Financial Group | 5,248 | $596.0K | 0.08% | −2,692−33.9% | Reduced |
| Abel Hall, LLC | 5,256 | $596.9K | 0.39% | −5−0.1% | Reduced |
| Viawealth, LLC | 5,258 | $597.1K | 0.35% | +52+1.0% | Added |
| Evergreen Wealth Solutions, LLC | 5,258 | $597.1K | 0.41% | −562−9.7% | Reduced |
| Harbour Trust & Investment Management Co | 5,260 | $597.3K | 0.07% | +12+0.2% | Added |
| LWMG, LLC | 5,265 | $597.9K | 0.11% | −461−8.1% | Reduced |
| N.E.W. Advisory Services LLC | 5,285 | $600.2K | 0.06% | +337+6.8% | Added |
| Hobbs Group Advisors, LLC | 5,297 | $601.6K | 0.22% | −181−3.3% | Reduced |
| Monticello Wealth Management, LLC | 5,298 | $601.7K | 0.05% | +5+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,298 | $602.0K | 0.08% | −254−4.6% | Reduced |
| Hummer Financial Advisory Services Inc | 5,289 | $604.7K | 0.48% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,327 | $604.9K | 0.33% | −103−1.9% | Reduced |
| Financial Insights, Inc. | 5,340 | $606.4K | 0.19% | −3,502−39.6% | Reduced |
| Hexagon Capital Partners LLC | 5,343 | $606.8K | 0.12% | −170−3.1% | Reduced |
| Sweet Financial Partners, LLC | 5,354 | $608.0K | 0.13% | −2,514−32.0% | Reduced |
| Tranquility Partners, LLC | 5,358 | $608.5K | 0.22% | +4+0.1% | Added |
| Boyar Asset Management Inc. | 5,361 | $608.8K | 0.39% | +935+21.1% | Added |
| Crown Wealth Group, LLC | 5,362 | $608.9K | 0.26% | −5−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,369 | $609.7K | 0.05% | +261+5.1% | Added |
| MEMBERS Trust Co | 5,372 | $610.0K | 0.02% | −78−1.4% | Reduced |
| McBroom & Associates, LLC | 5,372 | $610.0K | 0.37% | +455+9.3% | Added |
| Second Line Capital, LLC | 5,337 | $610.1K | 0.17% | +703+15.2% | Added |
| Millennium Capital Advisors, LLC | 5,380 | $611.0K | 0.40% | −95−1.7% | Reduced |
| Group One Trading, L.P. | 5,385 | $611.5K | 0.02% | +5,385 | New |
| St. Clair Advisors, LLC | 5,386 | $611.6K | 0.17% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,394 | $612.5K | 0.32% | +1,697+45.9% | Added |
| Optimum Investment Advisors | 5,400 | $613.2K | 0.27% | −1,000−15.6% | Reduced |
| Legacy Trust | 5,400 | $613.2K | 0.14% | −260−4.6% | Reduced |
| Summit Financial Strategies, Inc. | 5,400 | $613.2K | 0.07% | 00.0% | Unchanged |
| Fca Corp | 5,421 | $615.6K | 0.19% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,449 | $618.8K | 0.42% | +5,449 | New |
| B&L Asset Management LLC | 5,467 | $620.8K | 0.39% | +5,467 | New |
| Bourne Lent Asset Management Inc | 5,467 | $620.8K | 0.24% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 5,474 | $621.7K | 0.14% | −771−12.3% | Reduced |
| Fiera Capital Corp | 5,494 | $623.9K | 0.00% | +629+12.9% | Added |
| CWC Advisors, LLC. | 5,498 | $624.4K | 0.62% | +5,498 | New |