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 |
|---|---|---|---|---|---|
| Verity Asset Management, Inc. | 8,248 | $931.8K | 0.35% | +611+8.0% | Added |
| Amussen Hunsaker Associates LLC | 8,222 | $933.7K | 0.14% | +5+0.1% | Added |
| Vivaldi Capital Management, LLC | 8,239 | $935.6K | 0.27% | +55+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,249 | $936.0K | 0.27% | −233−2.7% | Reduced |
| Guardian Wealth Advisors, LLC | 8,252 | $937.1K | 0.10% | −62−0.7% | Reduced |
| Sonoma Private Wealth LLC | 8,266 | $938.7K | 1.46% | +128+1.6% | Added |
| Silver Oak Securities, Inc | 9,020 | $939.1K | 0.10% | +2,243+33.1% | Added |
| Port Capital LLC | 8,276 | $940.0K | 0.04% | −208−2.5% | Reduced |
| Crumly & Associates Inc. | 8,290 | $941.4K | 0.26% | +664+8.7% | Added |
| Eagle Ridge Investment Management | 8,303 | $942.9K | 0.08% | −750−8.3% | Reduced |
| Cim Investment Mangement Inc | 8,335 | $946.5K | 0.28% | −238−2.8% | Reduced |
| Townsend Asset Management Corp | 8,353 | $948.6K | 0.35% | −69−0.8% | Reduced |
| Greenfield Savings Bank | 8,358 | $949.1K | 0.45% | −5−0.1% | Reduced |
| Optas, LLC | 8,363 | $949.8K | 0.22% | −89−1.1% | Reduced |
| Old Port Advisors | 8,364 | $949.8K | 0.26% | +512+6.5% | Added |
| Crescent Grove Advisors, LLC | 8,315 | $950.6K | 0.10% | −479−5.4% | Reduced |
| KC Investment Advisors, LLC | 8,382 | $951.9K | 0.40% | +639+8.3% | Added |
| Sachetta, LLC | 8,385 | $953.9K | 0.38% | +111+1.3% | Added |
| Magnolia Capital Management Ltd | 8,400 | $954.0K | 0.76% | 00.0% | Unchanged |
| Athena Investment Management | 8,420 | $956.2K | 0.55% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 8,426 | $956.9K | 0.60% | +1,728+25.8% | Added |
| Matrix Private Capital Group LLC | 8,371 | $957.1K | 0.55% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 8,428 | $957.1K | 0.07% | −519−5.8% | Reduced |
| Ami Asset Management Corp | 8,442 | $958.7K | 0.05% | −16−0.2% | Reduced |
| Winthrop Advisory Group LLC | 8,410 | $961.5K | 0.12% | −172−2.0% | Reduced |
| Professional Advisory Services Inc | 8,472 | $962.0K | 0.13% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 8,472 | $962.1K | 0.47% | −15−0.2% | Reduced |
| Readystate Asset Management LP | 8,481 | $963.1K | 0.05% | +8,481 | New |
| Deerfield Management Company, L.P. (Series C) | 8,482 | $963.2K | 0.01% | +8,482 | New |
| Tiemann Investment Advisors, LLC | 8,514 | $966.9K | 0.42% | −475−5.3% | Reduced |
| KPP Advisory Services LLC | 8,519 | $967.4K | 0.23% | −368−4.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,521 | $968.0K | 0.34% | +96+1.1% | Added |
| SOA Wealth Advisors, LLC. | 8,566 | $972.7K | 0.19% | −20.0% | Reduced |
| SFMG, LLC | 8,648 | $982.1K | 0.08% | −85−1.0% | Reduced |
| Washington Trust Advisors, Inc. | 8,653 | $982.7K | 0.08% | −324−3.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,656 | $983.0K | 0.45% | −39−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 8,678 | $985.5K | 0.17% | +161+1.9% | Added |
| Relyea Zuckerberg Hanson LLC | 8,680 | $985.7K | 0.15% | −606−6.5% | Reduced |
| General Partner, Inc. | 8,686 | $986.4K | 0.61% | 00.0% | Unchanged |
| Convergence Financial, LLC | 8,689 | $986.7K | 0.21% | −673−7.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 9,644 | $986.8K | 0.38% | +9,644 | New |
| Burns J W & Co Inc | 8,693 | $987.2K | 0.13% | +250+3.0% | Added |
| Weinberger Asset Management, Inc | 8,715 | $989.7K | 0.42% | +484+5.9% | Added |
| Ausdal Financial Partners, Inc. | 8,738 | $992.2K | 0.10% | −249−2.8% | Reduced |
| Virtue Capital Management, LLC | 8,751 | $993.8K | 0.20% | −240−2.7% | Reduced |
| Kidder Stephen W | 8,754 | $994.1K | 0.29% | −250−2.8% | Reduced |
| Old Mission Investment Co LLC | 8,759 | $994.7K | 0.30% | +1,010+13.0% | Added |
| Alhambra Investment Partners LLC | 8,759 | $994.7K | 0.52% | +55+0.6% | Added |
| Donald L. Hagan, LLC | 8,784 | $997.5K | 0.51% | +423+5.1% | Added |
| Midland Wealth Advisors LLC | 8,805 | $999.9K | 0.06% | −931−9.6% | Reduced |
| Hikari Tsushin, Inc. | 8,812 | $1.00M | 0.07% | 00.0% | Unchanged |
| Crestline Management, LP | 8,818 | $1.00M | 0.06% | +8,818 | New |
| Phillips Wealth Planners LLC | 9,086 | $1.00M | 0.96% | +277+3.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,836 | $1.00M | 0.35% | −335−3.7% | Reduced |
| Heartland Bank & Trust Co | 8,858 | $1.01M | 0.54% | −2,547−22.3% | Reduced |
| Prentice Wealth Management LLC | 8,860 | $1.01M | 0.30% | −14−0.2% | Reduced |
| Chase Investment Counsel Corp | 8,881 | $1.01M | 0.34% | +221+2.6% | Added |
| LBMC Investment Advisors, LLC | 8,886 | $1.01M | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 8,895 | $1.01M | 0.10% | −571−6.0% | Reduced |
| Old North State Trust, LLC | 8,900 | $1.01M | 0.82% | +246+2.8% | Added |
| Fogel Capital Management, Inc. | 8,904 | $1.01M | 0.52% | +3,755+72.9% | Added |
| Retirement Planning Co of New England, Inc. | 8,904 | $1.01M | 0.50% | +57+0.6% | Added |
| Lake Street Financial LLC | 8,907 | $1.01M | 0.16% | −19,059−68.2% | Reduced |
| Alera Investment Advisors, LLC | 8,927 | $1.01M | 0.12% | −736−7.6% | Reduced |
| Apella Capital, LLC | 9,047 | $1.01M | 0.04% | +1,044+13.0% | Added |
| Arnhold LLC | 8,942 | $1.02M | 0.10% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,888 | $1.02M | 0.72% | +8,888 | New |
| McRae Capital Management Inc | 8,958 | $1.02M | 0.20% | −111−1.2% | Reduced |
| Maven Securities LTD | 8,981 | $1.02M | 0.12% | −5,109−36.3% | Reduced |
| Frisch Financial Group, Inc. | 8,924 | $1.02M | 0.31% | +436+5.1% | Added |
| Brady Family Wealth, LLC | 8,992 | $1.02M | 0.31% | +38+0.4% | Added |
| First Bank & Trust | 8,995 | $1.02M | 0.19% | +101+1.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,000 | $1.02M | 0.65% | +1,000+12.5% | Added |
| Papp L Roy & Associates | 9,016 | $1.02M | 0.12% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 8,962 | $1.02M | 0.10% | −1,870−17.3% | Reduced |
| Johnson & White Wealth Management, LLC | 9,040 | $1.03M | 0.88% | +396+4.6% | Added |
| Traphagen Investment Advisors LLC | 9,062 | $1.03M | 0.10% | +383+4.4% | Added |
| Aspen Investment Management Inc | 9,082 | $1.03M | 0.48% | +107+1.2% | Added |
| SkyView Investment Advisors, LLC | 9,060 | $1.03M | 0.17% | −1,438−13.7% | Reduced |
| CTC LLC | 9,114 | $1.03M | 0.05% | −29,750−76.5% | Reduced |
| Cascades Capital Asset Management, LLC | 9,122 | $1.04M | 0.57% | +9,122 | New |
| Impact Partnership Wealth, LLC | 9,134 | $1.04M | 0.23% | +9,134 | New |
| Alliance Wealth Management Group | 9,161 | $1.04M | 0.28% | 00.0% | Unchanged |
| Vigilare Wealth Management | 9,172 | $1.04M | 0.42% | +20.0% | Added |
| Investors Research Corp | 9,176 | $1.04M | 0.23% | 00.0% | Unchanged |
| Towercrest Capital Management | 9,181 | $1.04M | 0.17% | 00.0% | Unchanged |
| Hilltop Partners LLC | 9,190 | $1.04M | 0.35% | −2,794−23.3% | Reduced |
| Fort Point Capital Partners LLC | 9,191 | $1.04M | 0.13% | +476+5.5% | Added |
| TruWealth Advisors, LLC | 9,202 | $1.05M | 0.06% | +294+3.3% | Added |
| Retirement Income Solutions, Inc | 9,215 | $1.05M | 0.24% | −247−2.6% | Reduced |
| Terry L. Blaker | 9,240 | $1.05M | 0.04% | +1,842+24.9% | Added |
| Wealth Group, Ltd. | 9,243 | $1.05M | 0.70% | −328−3.4% | Reduced |
| WealthPLAN Partners, LLC | 9,281 | $1.05M | 0.14% | −644−6.5% | Reduced |
| Gries Financial LLC | 9,284 | $1.05M | 0.20% | −53−0.6% | Reduced |
| Round Rock Advisors, LLC | 9,314 | $1.06M | 0.25% | +103+1.1% | Added |
| ProVise Management Group, LLC | 9,347 | $1.06M | 0.08% | +193+2.1% | Added |
| Hemenway Trust Co LLC | 9,356 | $1.06M | 0.08% | +174+1.9% | Added |
| Emprise Bank | 9,365 | $1.06M | 0.61% | −1,763−15.8% | Reduced |
| Resonant Capital Advisors, LLC | 9,352 | $1.07M | 0.08% | +217+2.4% | Added |
| MBL Wealth, LLC | 9,469 | $1.08M | 0.12% | −467−4.7% | Reduced |