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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 7,276 | $826.2K | 0.12% | −71−1.0% | Reduced |
| Eagle Bay Advisors LLC | 7,228 | $826.3K | 0.32% | −380−5.0% | Reduced |
| Investment Advisory Services Inc | 7,276 | $826.3K | 0.29% | +101+1.4% | Added |
| Waddell & Associates, LLC | 7,288 | $827.6K | 0.10% | −42−0.6% | Reduced |
| Systematic Financial Management LP | 7,300 | $829.0K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $829.0K | 0.02% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 7,283 | $832.7K | 0.36% | +36+0.5% | Added |
| Pinnacle Bancorp, Inc. | 7,339 | $833.4K | 0.22% | +1,105+17.7% | Added |
| Magnus Financial Group LLC | 7,346 | $834.2K | 0.08% | +331+4.7% | Added |
| MGB Wealth Management, LLC | 7,355 | $835.4K | 0.30% | +75+1.0% | Added |
| Elevated Capital Advisors, LLC | 7,358 | $835.6K | 0.22% | +1,763+31.5% | Added |
| Vestor Capital, LLC | 7,358 | $836.0K | 0.07% | +6+0.1% | Added |
| Morton Capital Management LLC | 7,367 | $836.6K | 0.16% | +578+8.5% | Added |
| Voya Financial Advisors, Inc. | 7,360 | $836.8K | 0.09% | +451+6.5% | Added |
| Capital Advisors Inc | 7,388 | $839.0K | 0.02% | −128−1.7% | Reduced |
| Focused Wealth Management, Inc | 7,392 | $839.4K | 0.12% | +26+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 7,395 | $839.8K | 0.02% | +189+2.6% | Added |
| Demars Financial Group, LLC | 7,402 | $840.5K | 0.38% | −19−0.3% | Reduced |
| Polar Asset Management Partners Inc. | 7,407 | $841.1K | 0.02% | −185,793−96.2% | Reduced |
| Alta Advisers Ltd | 7,420 | $842.6K | 0.38% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 7,420 | $843.0K | 0.35% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 7,426 | $843.2K | 0.29% | +1,231+19.9% | Added |
| Townsend & Associates, Inc | 7,932 | $843.8K | 0.09% | 00.0% | Unchanged |
| MWA Asset Management | 7,466 | $847.8K | 0.56% | +82+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,468 | $848.1K | 0.45% | −800−9.7% | Reduced |
| Groesbeck Investment Management Corp | 7,480 | $849.0K | 1.25% | −1,098−12.8% | Reduced |
| Park Place Capital Corp | 7,502 | $851.9K | 0.24% | +488+7.0% | Added |
| Insight 2811, Inc. | 7,503 | $852.0K | 0.42% | +35+0.5% | Added |
| Continuum Advisory, LLC | 8,671 | $852.9K | 0.11% | +299+3.6% | Added |
| Venturi Wealth Management, LLC | 7,517 | $853.6K | 0.04% | −978−11.5% | Reduced |
| Pictet North America Advisors SA | 7,529 | $855.0K | 0.08% | +154+2.1% | Added |
| Harmony Asset Management LLC | 7,542 | $856.5K | 0.31% | −5,574−42.5% | Reduced |
| Dorchester Wealth Management Co | 7,545 | $856.8K | 0.16% | −430−5.4% | Reduced |
| Cassia Capital Partners, LLC | 7,563 | $858.9K | 0.57% | −315−4.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,526 | $860.5K | 0.09% | +334+4.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 7,579 | $861.0K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,548 | $863.3K | 0.22% | −1,828−19.5% | Reduced |
| Resolute Wealth Strategies, LLC | 7,615 | $864.8K | 0.45% | −14−0.2% | Reduced |
| Gray Private Wealth, LLC | 7,624 | $865.8K | 0.52% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,632 | $866.7K | 0.62% | +25+0.3% | Added |
| Red Wave Investments LLC | 7,643 | $867.9K | 0.30% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,655 | $869.3K | 0.10% | +6+0.1% | Added |
| State of Wyoming | 7,657 | $869.5K | 0.12% | +4,990+187.1% | Added |
| Colonial Trust Advisors | 7,663 | $870.2K | 0.08% | +3,935+105.6% | Added |
| Granite Investment Partners, LLC | 7,667 | $870.7K | 0.04% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 7,659 | $870.8K | 0.20% | +150+2.0% | Added |
| First Heartland Consultants, Inc. | 7,670 | $871.0K | 0.09% | −352−4.4% | Reduced |
| First American Trust, FSB | 7,688 | $873.1K | 0.09% | +1,544+25.1% | Added |
| Edgewood Management LLC | 7,718 | $876.5K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 7,730 | $877.8K | 0.02% | +7,730 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,734 | $878.3K | 0.52% | +292+3.9% | Added |
| Garner Asset Management Corp | 7,741 | $879.0K | 0.40% | −152−1.9% | Reduced |
| Willner & Heller, LLC | 7,760 | $881.3K | 0.79% | +42+0.5% | Added |
| Tyche Wealth Partners LLC | 7,765 | $881.8K | 0.20% | −68−0.9% | Reduced |
| Sunburst Financial Group, LLC | 7,788 | $884.4K | 0.22% | +7+0.1% | Added |
| Van Strum & Towne Inc. | 7,793 | $885.0K | 0.31% | 00.0% | Unchanged |
| Somerset Trust Co | 7,798 | $885.5K | 0.33% | +1,375+21.4% | Added |
| Blackston Financial Advisory Group, LLC | 7,809 | $886.8K | 0.46% | +1,332+20.6% | Added |
| United Advisor Group, LLC | 7,816 | $887.6K | 0.20% | +4,077+109.0% | Added |
| Quadrant Private Wealth Management, LLC | 7,767 | $888.0K | 0.22% | +116+1.5% | Added |
| LVW Advisors, LLC | 7,820 | $888.0K | 0.11% | +1,028+15.1% | Added |
| Lederer & Associates Investment Counsel | 7,849 | $891.0K | 0.63% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7,852 | $891.7K | 0.17% | +59+0.8% | Added |
| Compass Wealth Management LLC | 7,852 | $891.7K | 0.21% | −198−2.5% | Reduced |
| Landscape Capital Management, L.L.C. | 7,888 | $895.8K | 0.09% | +7,888 | New |
| Barnes Pettey Financial Advisors, LLC | 7,899 | $897.0K | 0.72% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7,908 | $898.0K | 0.29% | −408−4.9% | Reduced |
| Citizens Business Bank | 7,913 | $898.6K | 0.18% | −75−0.9% | Reduced |
| BCJ Capital Management, LLC | 7,927 | $900.2K | 0.07% | +488+6.6% | Added |
| New Century Financial Group, LLC | 7,941 | $901.7K | 0.33% | +363+4.8% | Added |
| Mosaic Financial Group, LLC | 7,943 | $902.0K | 0.64% | −288−3.5% | Reduced |
| Arlington Trust Co LLC | 7,949 | $902.7K | 0.20% | −219−2.7% | Reduced |
| Colonial River Wealth Management, LLC | 7,951 | $902.9K | 0.45% | −13−0.2% | Reduced |
| Prepared Retirement Institute LLC | 7,956 | $903.5K | 0.55% | +66+0.8% | Added |
| Armstrong, Fleming & Moore, Inc | 7,962 | $904.2K | 0.53% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 7,990 | $907.3K | 3.46% | +7,990 | New |
| Stokes Family Office, LLC | 8,001 | $908.6K | 0.10% | −1,969−19.7% | Reduced |
| Claret Asset Management Corp | 8,030 | $912.0K | 0.15% | −15−0.2% | Reduced |
| Monument Capital Management | 8,035 | $912.5K | 0.25% | −573−6.7% | Reduced |
| Staley Capital Advisers Inc | 8,045 | $913.6K | 0.04% | 00.0% | Unchanged |
| West Coast Financial LLC | 8,057 | $914.9K | 0.10% | −578−6.7% | Reduced |
| Root Financial Partners, LLC | 8,063 | $915.6K | 0.15% | +733+10.0% | Added |
| Carl P. Sherr & Co., LLC | 8,063 | $915.7K | 0.48% | −305−3.6% | Reduced |
| Rogco, LP | 8,068 | $916.2K | 0.36% | −670−7.7% | Reduced |
| Verus Capital Partners, LLC | 8,068 | $918.0K | 0.09% | −169−2.1% | Reduced |
| Hill Investment Group Partners, LLC | 7,184 | $918.8K | 0.13% | −49−0.7% | Reduced |
| Kolinsky Wealth Management, LLC | 8,093 | $919.0K | 0.60% | +384+5.0% | Added |
| Eldridge Investment Advisors, Inc. | 8,093 | $919.0K | 0.22% | −156−1.9% | Reduced |
| Mendel Money Management | 8,098 | $919.6K | 0.40% | −8−0.1% | Reduced |
| First Commonwealth Financial Corp | 8,099 | $919.7K | 0.22% | +411+5.3% | Added |
| Freemont Management S.A. | 8,100 | $919.8K | 0.48% | 00.0% | Unchanged |
| King Wealth | 8,110 | $921.0K | 0.14% | +334+4.3% | Added |
| Mindset Wealth Management, LLC | 8,148 | $925.3K | 0.38% | +8,148 | New |
| Diversified, LLC | 8,157 | $926.4K | 0.10% | +45+0.6% | Added |
| Diversified Enterprises, LLC | 8,157 | $926.4K | 0.10% | +8,157 | New |
| Barton Investment Management | 8,158 | $926.4K | 0.12% | 00.0% | Unchanged |
| Builder Investment Group Inc | 8,189 | $930.0K | 0.25% | +30.0% | Added |
| Modern Wealth Management, LLC | 8,189 | $930.0K | 0.06% | +1,078+15.2% | Added |
| Carr Financial Group Corp | 8,191 | $930.1K | 0.28% | +58+0.7% | Added |
| Watts Gwilliam & Co., LLC | 8,573 | $930.3K | 0.20% | +8,573 | New |