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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 6,323 | $718.1K | 0.19% | −79−1.2% | Reduced |
| Congress Park Capital LLC | 6,331 | $718.9K | 0.27% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 6,345 | $720.5K | 0.29% | +17+0.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,848 | $723.9K | 0.27% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 6,378 | $724.3K | 0.34% | +36+0.6% | Added |
| Sax Wealth Advisors, LLC | 6,383 | $724.9K | 0.06% | +707+12.5% | Added |
| Prossimo Advisors, LLC | 6,382 | $725.0K | 0.53% | +62+1.0% | Added |
| NFP Retirement, Inc. | 6,402 | $727.0K | 0.06% | −1,444−18.4% | Reduced |
| Canton Hathaway, LLC | 6,398 | $727.0K | 0.18% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,403 | $727.1K | 0.08% | +257+4.2% | Added |
| SRS Capital Advisors, Inc. | 6,405 | $727.3K | 0.06% | +257+4.2% | Added |
| MSH Capital Advisors LLC | 6,419 | $728.9K | 0.22% | −121−1.9% | Reduced |
| Tempus Wealth Planning, LLC | 6,425 | $729.6K | 0.27% | +309+5.1% | Added |
| Intellectus Partners, LLC | 6,426 | $729.9K | 0.19% | +6,426 | New |
| New Covenant Trust Company, N.A. | 6,424 | $730.3K | 0.71% | +441+7.4% | Added |
| Caldwell Sutter Capital, Inc. | 6,432 | $730.4K | 0.34% | −1,343−17.3% | Reduced |
| Horan Securities, Inc. | 6,433 | $730.5K | 0.28% | +2,332+56.9% | Added |
| JT Stratford LLC | 6,440 | $731.4K | 0.13% | +557+9.5% | Added |
| Vista Wealth Management Group, LLC | 6,449 | $732.3K | 0.05% | −204−3.1% | Reduced |
| Sigma Investment Counselors Inc | 6,451 | $732.5K | 0.04% | +537+9.1% | Added |
| Bedel Financial Consulting, Inc. | 6,466 | $734.3K | 0.10% | −535−7.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,483 | $736.2K | 0.46% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,490 | $737.0K | 0.13% | −1,002−13.4% | Reduced |
| Olistico Wealth, LLC | 6,499 | $738.1K | 0.45% | +38+0.6% | Added |
| Channel Wealth LLC | 6,502 | $738.3K | 0.24% | −378−5.5% | Reduced |
| Ifrah Financial Services, Inc. | 6,513 | $739.6K | 0.20% | −68−1.0% | Reduced |
| Shum Financial Group, Inc. | 7,302 | $742.3K | 0.62% | +7,302 | New |
| Pioneer Trust Bank N A | 6,546 | $743.4K | 0.19% | −4,775−42.2% | Reduced |
| Scientech Research LLC | 6,553 | $744.2K | 0.15% | −7,897−54.7% | Reduced |
| Lyell Wealth Management, LP | 6,562 | $745.2K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,568 | $745.9K | 0.14% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,873 | $747.1K | 0.29% | +221+3.3% | Added |
| Barr E S & Co | 6,583 | $747.6K | 0.05% | +349+5.6% | Added |
| Laurel Wealth Advisors LLC | 6,591 | $748.5K | 0.12% | +537+8.9% | Added |
| Vicus Capital | 6,611 | $750.8K | 0.07% | −2,431−26.9% | Reduced |
| TFG Advisers LLC | 6,612 | $750.9K | 0.27% | +424+6.9% | Added |
| OmniStar Financial Group, Inc. | 6,643 | $754.7K | 0.57% | +1,539+30.2% | Added |
| US Asset Management LLC | 7,665 | $755.0K | 0.67% | −16−0.2% | Reduced |
| Red Mountain Financial, LLC | 6,651 | $755.2K | 0.80% | −20−0.3% | Reduced |
| Onefund, LLC | 6,657 | $756.0K | 0.77% | +25+0.4% | Added |
| First Affirmative Financial Network | 6,681 | $758.6K | 0.42% | +1,045+18.5% | Added |
| Octavia Wealth Advisors, LLC | 6,646 | $759.8K | 0.09% | −986−12.9% | Reduced |
| IFG Advisors, LLC | 6,708 | $761.7K | 0.16% | +157+2.4% | Added |
| Sonata Capital Group Inc | 6,706 | $762.0K | 0.32% | +10.0% | Added |
| Heritage Financial Services, LLC | 6,713 | $762.3K | 0.10% | −17−0.3% | Reduced |
| Wolverine Trading, LLC | 6,736 | $765.8K | 0.02% | −37,390−84.7% | Reduced |
| Sivia Capital Partners, LLC | 6,751 | $766.6K | 0.45% | +267+4.1% | Added |
| Cranbrook Wealth Management, LLC | 6,751 | $766.6K | 0.17% | +1,650+32.3% | Added |
| Family Firm, Inc. | 6,753 | $766.9K | 0.17% | +113+1.7% | Added |
| My Legacy Advisors, LLC | 6,757 | $767.3K | 0.30% | −2,029−23.1% | Reduced |
| Wrapmanager Inc | 6,758 | $767.5K | 0.20% | +1,086+19.1% | Added |
| Greater Midwest Financial Group, LLC | 6,761 | $767.8K | 0.45% | −19−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 7,223 | $768.4K | 0.37% | −223−3.0% | Reduced |
| Michael B. Yongue | 6,769 | $768.7K | 0.62% | +1,100+19.4% | Added |
| Lynch Asset Management, Inc. | 6,800 | $772.2K | 0.32% | +1,150+20.4% | Added |
| Asset Management Group, Inc. | 6,805 | $772.8K | 0.14% | +38+0.6% | Added |
| Delta Investment Management, LLC | 6,807 | $773.0K | 0.16% | −999−12.8% | Reduced |
| Successful Portfolios LLC | 6,811 | $773.5K | 0.52% | −132−1.9% | Reduced |
| Austin Private Wealth, LLC | 6,816 | $774.0K | 0.08% | +686+11.2% | Added |
| Bangor Savings Bank | 6,822 | $774.7K | 0.07% | −32−0.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,839 | $776.6K | 0.16% | −2,873−29.6% | Reduced |
| Western Financial Corp | 6,850 | $777.9K | 0.44% | −1,739−20.2% | Reduced |
| David R. Rahn & Associates Inc. | 6,854 | $778.3K | 0.24% | −1,640−19.3% | Reduced |
| O'Rourke & Company, Inc | 6,867 | $779.8K | 0.39% | +442+6.9% | Added |
| Nadler Financial Group, Inc. | 6,896 | $783.1K | 0.09% | +632+10.1% | Added |
| Cross Staff Investments Inc | 6,908 | $784.5K | 0.61% | +133+2.0% | Added |
| Lafayette Investments, Inc. | 6,908 | $784.5K | 0.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,927 | $786.6K | 0.19% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,938 | $787.9K | 0.26% | +817+13.3% | Added |
| Sierra Summit Advisors LLC | 6,940 | $788.1K | 0.18% | −30−0.4% | Reduced |
| North Point Portfolio Managers Corp | 6,942 | $788.3K | 0.13% | +5,020+261.2% | Added |
| Holistic Planning, LLC | 6,951 | $789.3K | 0.33% | +1,144+19.7% | Added |
| Motiv8 Investments LLC | 6,953 | $789.5K | 0.53% | +1,192+20.7% | Added |
| Copperwynd Financial, LLC | 6,980 | $792.7K | 0.24% | +251+3.7% | Added |
| Absher Wealth Management, LLC | 6,981 | $792.8K | 0.10% | +1,045+17.6% | Added |
| Mirova | 6,987 | $793.4K | 0.14% | 00.0% | Unchanged |
| Invesco, LLC | 7,001 | $795.0K | 0.32% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 7,014 | $796.0K | 0.10% | +380+5.7% | Added |
| Global Assets Advisory, LLC | 6,943 | $796.6K | 0.44% | +6,943 | New |
| Crescent Sterling, Ltd. | 7,021 | $797.3K | 0.76% | −69−1.0% | Reduced |
| Monterey Private Wealth, Inc. | 7,021 | $797.3K | 0.27% | −6−0.1% | Reduced |
| Cromwell Holdings LLC | 6,987 | $798.7K | 0.51% | −560−7.4% | Reduced |
| Pring Turner Capital Group Inc | 7,065 | $802.3K | 0.51% | −290−3.9% | Reduced |
| Davidson Trust Co | 7,070 | $802.9K | 0.41% | +1,121+18.8% | Added |
| Strategic Wealth Partners, Ltd. | 7,088 | $804.9K | 0.08% | −234−3.2% | Reduced |
| Aprio Wealth Management, LLC | 7,104 | $806.8K | 0.13% | −181−2.5% | Reduced |
| Acorn Wealth Advisors, LLC | 7,111 | $807.5K | 0.35% | +1,537+27.6% | Added |
| American Trust Investment Advisors, LLC | 7,133 | $810.0K | 0.33% | +3,745+110.5% | Added |
| Savvy Advisors, Inc. | 7,148 | $811.7K | 0.16% | +1,013+16.5% | Added |
| Sather Financial Group Inc | 7,167 | $813.9K | 0.05% | −284−3.8% | Reduced |
| ORG Partners LLC | 7,184 | $815.9K | 0.13% | +2,988+71.2% | Added |
| Signature Wealth Management Partners, LLC | 7,193 | $816.8K | 0.59% | +10.0% | Added |
| Cutter & CO Brokerage, Inc. | 7,197 | $817.2K | 0.18% | −113−1.5% | Reduced |
| FSM Wealth Advisors, LLC | 7,205 | $818.2K | 0.22% | +449+6.6% | Added |
| Cetera Trust Company, N.A | 7,209 | $818.7K | 0.50% | −100−1.4% | Reduced |
| Baldwin Investment Management, LLC | 7,220 | $819.9K | 0.10% | +100+1.4% | Added |
| Wealth Alliance Advisory Group, LLC | 7,238 | $822.0K | 0.17% | +878+13.8% | Added |
| Laidlaw Wealth Management LLC | 7,248 | $823.1K | 0.41% | +867+13.6% | Added |
| BOK Financial Private Wealth, Inc. | 7,203 | $823.8K | 0.06% | +483+7.2% | Added |
| Grace & White Inc | 7,267 | $825.2K | 0.15% | 00.0% | Unchanged |