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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 5,500 | $624.6K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,510 | $625.7K | 0.32% | 00.0% | Unchanged |
| Capital City Trust Co | 5,515 | $626.3K | 0.16% | +138+2.6% | Added |
| Mathes Company, Inc. | 5,525 | $627.0K | 0.22% | −25−0.5% | Reduced |
| Orion Capital Management LLC | 5,535 | $628.6K | 0.31% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 5,536 | $628.7K | 0.41% | +24+0.4% | Added |
| Blueshift Asset Management, LLC | 5,543 | $629.5K | 0.16% | +2,834+104.6% | Added |
| Robinson Smith Wealth Advisors LLC | 5,543 | $629.5K | 0.54% | −496−8.2% | Reduced |
| TRUE Private Wealth Advisors | 5,550 | $630.3K | 0.08% | −87−1.5% | Reduced |
| Alpha Family Trust | 5,555 | $630.8K | 0.35% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 5,555 | $630.8K | 0.11% | +485+9.6% | Added |
| Cortland Associates Inc | 5,563 | $632.0K | 0.08% | +24+0.4% | Added |
| Cornerstone Capital, Inc. | 5,568 | $632.3K | 0.06% | −175−3.0% | Reduced |
| Westmount Partners, LLC | 5,570 | $632.5K | 0.19% | +172+3.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,597 | $635.6K | 0.21% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,611 | $637.2K | 0.16% | +100+1.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,620 | $638.2K | 0.33% | −88−1.5% | Reduced |
| Sound Income Strategies, LLC | 5,621 | $638.3K | 0.04% | −131−2.3% | Reduced |
| Concentric Wealth Management, LLC | 5,637 | $640.2K | 0.16% | −75−1.3% | Reduced |
| MKT Advisors LLC | 5,712 | $640.2K | 0.30% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,656 | $642.3K | 0.36% | +1,058+23.0% | Added |
| Milestone Asset Management, LLC | 5,661 | $642.9K | 0.14% | +5,661 | New |
| CIC Wealth, LLC | 5,664 | $643.2K | 0.17% | −126−2.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,675 | $644.5K | 0.21% | −199−3.4% | Reduced |
| Campion Asset Management LLC | 5,679 | $644.9K | 0.47% | −85−1.5% | Reduced |
| Union Savings Bank | 5,685 | $645.6K | 0.32% | +35+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 5,689 | $646.1K | 0.12% | +7+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 5,700 | $647.3K | 1.27% | +705+14.1% | Added |
| Kingfisher Capital LLC | 5,706 | $648.0K | 0.15% | +130+2.3% | Added |
| Coastal Investment Advisors, Inc. | 5,933 | $650.8K | 0.30% | −9,369−61.2% | Reduced |
| Ironwood Financial, llc | 5,732 | $651.0K | 0.14% | +52+0.9% | Added |
| Sage Private Wealth Group, LLC | 5,763 | $654.5K | 0.52% | +526+10.0% | Added |
| Pennsylvania Capital Management Inc | 5,765 | $654.7K | 0.24% | +1,722+42.6% | Added |
| Vishria Bird Financial Group, LLC | 5,772 | $655.0K | 0.25% | +896+18.4% | Added |
| Human Investing LLC | 5,770 | $655.2K | 0.12% | +200+3.6% | Added |
| Accel Wealth Management | 5,775 | $655.8K | 0.24% | −237−3.9% | Reduced |
| JNBA Financial Advisors | 5,788 | $657.3K | 0.07% | −48−0.8% | Reduced |
| Wall Street Access Asset Management, LLC | 5,809 | $659.7K | 0.25% | +100+1.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,789 | $660.9K | 0.19% | −1,366−19.1% | Reduced |
| Enterprise Bank & Trust Co | 5,825 | $661.5K | 0.21% | 00.0% | Unchanged |
| Bank of Stockton | 5,826 | $661.6K | 0.20% | +130+2.3% | Added |
| Clayton Financial Group LLC | 5,828 | $661.8K | 0.25% | +471+8.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,829 | $662.1K | 0.07% | +643+12.4% | Added |
| Boltwood Capital Management | 5,838 | $663.0K | 0.20% | +75+1.3% | Added |
| ICONIQ Capital, LLC | 5,852 | $664.6K | 0.01% | +3,958+209.0% | Added |
| Oxford Financial Group Ltd | 5,854 | $664.8K | 0.04% | −2,846−32.7% | Reduced |
| Addison Advisors LLC | 5,861 | $665.6K | 0.18% | −385−6.2% | Reduced |
| Fluent Financial, LLC | 5,861 | $665.6K | 0.32% | −3,737−38.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,872 | $667.0K | 0.26% | −808−12.1% | Reduced |
| Burt Wealth Advisors | 5,882 | $668.0K | 0.16% | +368+6.7% | Added |
| Perkins Coie Trust Co | 5,885 | $668.3K | 0.15% | −95−1.6% | Reduced |
| Fox Run Management, L.L.C. | 5,894 | $669.3K | 0.15% | −10,275−63.5% | Reduced |
| Mirador Capital Partners LP | 5,911 | $671.2K | 0.12% | +8+0.1% | Added |
| Financial Security Advisor, Inc. | 5,874 | $671.6K | 0.17% | −146−2.4% | Reduced |
| Chemistry Wealth Management LLC | 5,928 | $673.2K | 0.16% | −323−5.2% | Reduced |
| Wagner Wealth Management, LLC | 5,935 | $674.0K | 0.18% | +83+1.4% | Added |
| Crew Capital Management, Ltd. | 5,941 | $674.7K | 0.54% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,949 | $675.6K | 0.53% | +10+0.2% | Added |
| Green Square Capital Advisors LLC | 5,943 | $675.6K | 0.09% | −205−3.3% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $677.6K | 0.11% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,976 | $679.0K | 0.04% | +20+0.3% | Added |
| Nicolet Bankshares Inc | 6,005 | $681.9K | 0.17% | −183−3.0% | Reduced |
| S.A. Mason LLC | 6,008 | $682.3K | 0.36% | +7+0.1% | Added |
| Lathrop Investment Management Corp | 6,012 | $683.0K | 0.13% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 6,011 | $683.0K | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,017 | $683.3K | 0.03% | −10,268−63.1% | Reduced |
| RB Capital Management, LLC | 6,020 | $683.6K | 0.16% | −247−3.9% | Reduced |
| Stanley-Laman Group, Ltd. | 6,024 | $684.1K | 0.10% | +979+19.4% | Added |
| Intrua Financial, LLC | 6,048 | $686.9K | 0.11% | −245−3.9% | Reduced |
| Ellenbecker Investment Group | 6,058 | $688.0K | 0.13% | −1,241−17.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,059 | $688.0K | 0.19% | +6+0.1% | Added |
| Sanders Morris Harris LLC | 6,066 | $688.9K | 0.11% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 6,626 | $690.6K | 0.31% | −2,169−24.7% | Reduced |
| Ignite Planners, LLC | 6,101 | $692.9K | 0.16% | −41−0.7% | Reduced |
| Beta Wealth Group, Inc. | 6,111 | $694.0K | 0.31% | +1,402+29.8% | Added |
| Ocean Capital Management, LLC | 6,117 | $694.7K | 0.16% | +6,117 | New |
| Westshore Wealth, LLC | 6,122 | $695.3K | 0.28% | −159−2.5% | Reduced |
| Hollencrest Capital Management | 6,131 | $696.2K | 0.03% | +393+6.8% | Added |
| American Capital Advisory, LLC | 6,158 | $699.3K | 0.41% | +4,805+355.1% | Added |
| Beacon Capital Management, LLC | 6,188 | $702.7K | 0.10% | +227+3.8% | Added |
| Sittner & Nelson, LLC | 6,197 | $703.7K | 0.31% | +785+14.5% | Added |
| Commonwealth Financial Services, LLC | 6,133 | $703.7K | 0.14% | −32−0.5% | Reduced |
| Investment Partners, Ltd. | 6,200 | $704.1K | 0.29% | −31−0.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,207 | $704.9K | 0.52% | −142−2.2% | Reduced |
| Garrison Point Advisors, LLC | 6,208 | $705.0K | 0.44% | −600−8.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,214 | $705.8K | 0.03% | −203−3.2% | Reduced |
| HTLF Bank | 6,219 | $706.2K | 0.08% | −4−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 6,226 | $707.0K | 0.08% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 5,677 | $707.2K | 0.37% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,234 | $707.9K | 0.54% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,235 | $708.0K | 0.22% | −112−1.8% | Reduced |
| Weatherly Asset Management L. P. | 6,212 | $709.8K | 0.06% | +1,143+22.5% | Added |
| 49 Wealth Management, LLC | 6,261 | $711.0K | 0.12% | +1,565+33.3% | Added |
| Carmichael Hill & Associates, Inc. | 6,280 | $713.1K | 0.26% | +46+0.7% | Added |
| Dark Forest Capital Management LP | 6,288 | $714.1K | 0.09% | +2,987+90.5% | Added |
| Fiduciary Financial Group, LLC | 6,582 | $714.3K | 0.16% | +267+4.2% | Added |
| Barrett & Company, Inc. | 6,295 | $714.9K | 0.31% | −515−7.6% | Reduced |
| Capital Management Associates, Inc | 6,301 | $715.5K | 0.29% | +6,301 | New |
| Ethos Financial Group, LLC | 6,259 | $716.0K | 0.12% | −132−2.1% | Reduced |
| Tower Wealth Partners, Inc. | 6,305 | $716.0K | 0.42% | −1,577−20.0% | Reduced |