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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 9,473 | $1.08M | 0.80% | −734−7.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,480 | $1.08M | 0.77% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,510 | $1.08M | 0.07% | −84−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 9,526 | $1.08M | 0.14% | −76−0.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,534 | $1.08M | 0.15% | +1,032+12.1% | Added |
| Samalin Investment Counsel, LLC | 9,552 | $1.08M | 0.47% | +2,608+37.6% | Added |
| Waterfront Wealth Inc. | 10,387 | $1.09M | 0.27% | +324+3.2% | Added |
| SNS Financial Group, LLC | 9,515 | $1.09M | 0.11% | −376−3.8% | Reduced |
| Invera Wealth Advisors, LLC | 10,760 | $1.09M | 1.08% | +260+2.5% | Added |
| Denali Advisors LLC | 9,592 | $1.09M | 0.12% | +9,592 | New |
| Apriem Advisors | 9,606 | $1.09M | 0.13% | −115−1.2% | Reduced |
| Catalina Capital Group, LLC | 9,645 | $1.10M | 0.37% | −216−2.2% | Reduced |
| Ambassador Advisors, LLC | 9,685 | $1.10M | 0.19% | −698−6.7% | Reduced |
| Gilbert & Cook, Inc. | 9,718 | $1.10M | 0.15% | −54−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 9,737 | $1.11M | 0.27% | +21+0.2% | Added |
| First Western Trust Bank | 9,747 | $1.11M | 0.05% | +115+1.2% | Added |
| Main Street Research LLC | 9,689 | $1.11M | 0.07% | +3,914+67.8% | Added |
| TCI Wealth Advisors, Inc. | 9,773 | $1.11M | 0.09% | −32−0.3% | Reduced |
| Seascape Capital Management | 9,777 | $1.11M | 0.40% | −12−0.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,783 | $1.11M | 0.06% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 9,808 | $1.11M | 0.11% | −27,308−73.6% | Reduced |
| Providence Wealth Advisors, LLC | 10,444 | $1.11M | 0.82% | +290+2.9% | Added |
| Mill Creek Capital Advisors, LLC | 9,825 | $1.12M | 0.03% | −942−8.7% | Reduced |
| Souders Financial Advisors | 9,838 | $1.12M | 0.16% | +12+0.1% | Added |
| Sara-Bay Financial | 9,884 | $1.12M | 0.47% | +376+4.0% | Added |
| Waverton Investment Management Ltd | 9,891 | $1.12M | 0.02% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,895 | $1.12M | 0.23% | −872−8.1% | Reduced |
| Autumn Glory Partners, LLC | 9,895 | $1.12M | 0.43% | +1,145+13.1% | Added |
| Kapstone Financial Advisors LLC | 9,896 | $1.13M | 0.68% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,867 | $1.13M | 0.81% | −45−0.5% | Reduced |
| Ashburton (Jersey) Ltd | 9,842 | $1.13M | 0.41% | −1,027−9.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,982 | $1.13M | 0.28% | +794+8.6% | Added |
| Carnegie Lake Advisors LLC | 9,982 | $1.13M | 0.45% | +9,982 | New |
| Close Asset Management Ltd | 9,994 | $1.14M | 0.03% | +3,526+54.5% | Added |
| Canopy Partners, LLC | 10,003 | $1.14M | 0.49% | −533−5.1% | Reduced |
| Gibson Wealth Advisors LLC | 10,005 | $1.14M | 0.92% | 00.0% | Unchanged |
| BBR Partners, LLC | 10,014 | $1.14M | 0.09% | −231−2.3% | Reduced |
| Core Wealth Partners LLC | 10,027 | $1.14M | 0.69% | −1,122−10.1% | Reduced |
| Trustco Bank Corp N Y | 10,041 | $1.14M | 1.14% | −291−2.8% | Reduced |
| Capstone Financial Advisors, Inc. | 10,045 | $1.14M | 0.07% | −97−1.0% | Reduced |
| L.M. Kohn & Company | 10,048 | $1.14M | 0.29% | +29+0.3% | Added |
| Strategic Investment Advisors | 10,065 | $1.14M | 0.13% | −347−3.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 10,016 | $1.15M | 0.21% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 10,096 | $1.15M | 0.53% | +30.0% | Added |
| Plotkin Financial Advisors, LLC | 10,102 | $1.15M | 0.69% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 10,152 | $1.15M | 0.26% | −900−8.1% | Reduced |
| Bell Bank | 10,173 | $1.16M | 0.14% | +412+4.2% | Added |
| Kessler Investment Group, LLC | 10,228 | $1.16M | 0.60% | +16+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 10,237 | $1.16M | 0.16% | +438+4.5% | Added |
| Arrow Financial Corp | 10,246 | $1.16M | 0.11% | −35−0.3% | Reduced |
| First Pacific Financial | 10,260 | $1.17M | 0.27% | +202+2.0% | Added |
| Coston, McIsaac & Partners | 10,274 | $1.17M | 0.33% | +40.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,290 | $1.17M | 0.42% | +160+1.6% | Added |
| NVWM, LLC | 10,294 | $1.17M | 0.30% | +945+10.1% | Added |
| Notis-McConarty Edward | 10,350 | $1.18M | 0.53% | −1,250−10.8% | Reduced |
| Dempze Nancy E | 10,355 | $1.18M | 0.66% | +5,950+135.1% | Added |
| Kowal Investment Group, LLC | 10,358 | $1.18M | 0.22% | +376+3.8% | Added |
| RKL Wealth Management LLC | 10,361 | $1.18M | 0.11% | −146−1.4% | Reduced |
| Providence Capital Advisors, LLC | 10,369 | $1.18M | 0.23% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 10,373 | $1.18M | 0.75% | −105−1.0% | Reduced |
| Highline Wealth Partners LLC | 10,379 | $1.18M | 0.39% | +119+1.2% | Added |
| Quest Partners LLC | 10,397 | $1.18M | 0.11% | −7,272−41.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,421 | $1.18M | 0.33% | +567+5.8% | Added |
| National Philanthropic Trust | 10,433 | $1.18M | 0.02% | 00.0% | Unchanged |
| Argent Capital Management LLC | 10,440 | $1.19M | 0.03% | −81−0.8% | Reduced |
| WNY Asset Management, LLC | 10,441 | $1.19M | 0.14% | −25−0.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 10,472 | $1.19M | 0.30% | +440+4.4% | Added |
| Axq Capital, LP | 10,482 | $1.19M | 0.36% | −10,511−50.1% | Reduced |
| First Washington CORP | 10,482 | $1.19M | 0.47% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 11,373 | $1.19M | 0.58% | −757−6.2% | Reduced |
| Game Creek Capital, LP | 10,500 | $1.19M | 0.64% | −625−5.6% | Reduced |
| Northwest Investment Counselors, LLC | 10,518 | $1.19M | 0.27% | +437+4.3% | Added |
| Cidel Asset Management Inc | 10,529 | $1.20M | 0.08% | +363+3.6% | Added |
| Keeler Thomas Management LLC | 10,539 | $1.20M | 0.38% | −199−1.9% | Reduced |
| Sage Rhino Capital LLC | 10,547 | $1.20M | 0.27% | −59−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 10,564 | $1.20M | 0.43% | +4,495+74.1% | Added |
| Abacus Wealth Partners, LLC | 10,572 | $1.20M | 0.18% | −852−7.5% | Reduced |
| Schear Investment Advisers, LLC | 10,582 | $1.20M | 0.74% | +1,565+17.4% | Added |
| CBOE Vest Financial, LLC | 10,596 | $1.20M | 0.02% | +7,079+201.3% | Added |
| CVA Family Office, LLC | 10,603 | $1.20M | 0.20% | −69−0.6% | Reduced |
| Aurora Private Wealth, Inc. | 10,616 | $1.21M | 0.95% | +69+0.7% | Added |
| Callan Capital, LLC | 10,625 | $1.21M | 0.08% | −355−3.2% | Reduced |
| TLWM | 10,627 | $1.21M | 0.24% | −39−0.4% | Reduced |
| Richard W. Paul & Associates, LLC | 10,630 | $1.21M | 0.43% | +1,094+11.5% | Added |
| Charles Schwab Trust Co | 10,636 | $1.21M | 0.10% | −3,296−23.7% | Reduced |
| Corundum Group, Inc. | 10,654 | $1.21M | 0.55% | −6,325−37.3% | Reduced |
| Morningstar Investment Services LLC | 10,650 | $1.21M | 0.01% | −1,521−12.5% | Reduced |
| Gen-Wealth Partners Inc | 11,584 | $1.21M | 0.53% | +401+3.6% | Added |
| True North Advisors, LLC | 10,742 | $1.22M | 0.32% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10,745 | $1.22M | 0.35% | +677+6.7% | Added |
| Missouri Trust & Investment Co | 10,747 | $1.22M | 0.43% | −75−0.7% | Reduced |
| Perkins Capital Management Inc | 10,750 | $1.22M | 1.14% | −1,175−9.9% | Reduced |
| Roman Butler Fullerton & Co | 10,948 | $1.22M | 0.37% | +295+2.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,801 | $1.23M | 0.66% | −339−3.0% | Reduced |
| Peoples Bank | 10,809 | $1.23M | 0.63% | −615−5.4% | Reduced |
| Quotient Wealth Partners, LLC | 10,812 | $1.23M | 0.04% | −2,015−15.7% | Reduced |
| Quent Capital, LLC | 10,815 | $1.23M | 0.12% | +290+2.8% | Added |
| First National Corp | 10,819 | $1.23M | 0.27% | −1,503−12.2% | Reduced |
| Lavaca Capital LLC | 10,834 | $1.23M | 0.59% | +100+0.9% | Added |
| Forza Wealth Management, LLC | 10,844 | $1.23M | 0.56% | +364+3.5% | Added |