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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 10,851 | $1.23M | 0.15% | −373−3.3% | Reduced |
| Patron Partners Advisors, LLC | 10,855 | $1.23M | 0.68% | +139+1.3% | Added |
| Mechanics Financial Corp | 10,857 | $1.23M | 0.54% | +320+3.0% | Added |
| Capital Square, LLC | 10,871 | $1.23M | 0.75% | +443+4.2% | Added |
| Adirondack Trust Co | 10,891 | $1.24M | 0.48% | −196−1.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 10,891 | $1.24M | 0.27% | +10,891 | New |
| Symphony Financial, Ltd. Co. | 10,888 | $1.24M | 0.20% | +1,077+11.0% | Added |
| First Command Advisory Services, Inc. | 10,951 | $1.24M | 0.01% | +74+0.7% | Added |
| Banco de Sabadell, S.A | 10,984 | $1.25M | 0.93% | +10,984 | New |
| Analyst IMS Investment Management Services Ltd. | 10,997 | $1.25M | 0.05% | +2,898+35.8% | Added |
| LexAurum Advisors, LLC | 11,050 | $1.25M | 0.28% | +62+0.6% | Added |
| Orrstown Financial Services Inc | 11,053 | $1.26M | 0.37% | +9,325+539.6% | Added |
| Investment Partners Asset Management, Inc. | 11,082 | $1.26M | 1.03% | +6+0.1% | Added |
| Resurgent Financial Advisors LLC | 11,089 | $1.26M | 0.74% | −1,299−10.5% | Reduced |
| Proficio Capital Partners LLC | 11,106 | $1.26M | 0.13% | −7,389−40.0% | Reduced |
| North Star Asset Management Inc | 11,108 | $1.26M | 0.06% | −46−0.4% | Reduced |
| Valley National Advisers Inc | 11,139 | $1.26M | 0.23% | −10,824−49.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,148 | $1.27M | 0.59% | −311−2.7% | Reduced |
| New Millennium Group LLC | 11,166 | $1.27M | 0.82% | +10,723+2,420.5% | Added |
| Fairfield, Bush & Co. | 11,186 | $1.27M | 0.76% | −580−4.9% | Reduced |
| Acorn Financial Advisory Services Inc | 11,187 | $1.27M | 0.22% | +10.0% | Added |
| Redmond Asset Management, LLC | 11,198 | $1.27M | 0.40% | +809+7.8% | Added |
| CSS LLC | 11,205 | $1.27M | 0.07% | +4,505+67.2% | Added |
| Precedent Wealth Partners, LLC | 11,260 | $1.28M | 0.42% | +2,234+24.8% | Added |
| Brevan Howard Capital Management LP | 11,267 | $1.28M | 0.06% | +11,267 | New |
| Zullo Investment Group, Inc. | 11,274 | $1.28M | 0.53% | −135−1.2% | Reduced |
| LRI Investments, LLC | 13,036 | $1.28M | 0.12% | +8,751+204.2% | Added |
| Chapin Davis, Inc. | 11,297 | $1.28M | 0.42% | +283+2.6% | Added |
| Wealth Effects LLC | 11,300 | $1.28M | 0.45% | −1,430−11.2% | Reduced |
| Leo Wealth, LLC | 11,329 | $1.29M | 0.12% | −917−7.5% | Reduced |
| Eley Financial Management, Inc | 11,342 | $1.29M | 0.52% | −40.0% | Reduced |
| Wolff Wiese Magana LLC | 11,345 | $1.29M | 0.88% | +392+3.6% | Added |
| Crewe Advisors LLC | 11,348 | $1.29M | 0.15% | +238+2.1% | Added |
| Focus Financial Network, Inc. | 11,288 | $1.29M | 0.05% | −344−3.0% | Reduced |
| Prairie Sky Financial Group LLC | 11,381 | $1.29M | 0.73% | −75−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 11,344 | $1.29M | 0.20% | +10.0% | Added |
| Barlow Wealth Partners, Inc. | 11,916 | $1.29M | 0.17% | −200−1.7% | Reduced |
| TCFG Wealth Management, LLC | 11,396 | $1.29M | 0.65% | +11,396 | New |
| Weaver C. Barksdale & Associates, Inc. | 11,435 | $1.30M | 1.17% | −608−5.0% | Reduced |
| Delta Financial Advisors LLC | 11,470 | $1.30M | 0.47% | +2,506+28.0% | Added |
| Guerra Pan Advisors, LLC | 11,497 | $1.31M | 1.04% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 11,510 | $1.31M | 0.41% | −585−4.8% | Reduced |
| Cambridge Advisors Inc. | 11,519 | $1.31M | 0.29% | −51−0.4% | Reduced |
| Pinnacle Holdings, LLC | 11,520 | $1.31M | 0.51% | +221+2.0% | Added |
| Cladis Investment Advisory, LLC | 11,527 | $1.31M | 0.91% | +750+7.0% | Added |
| CoreFirst Bank & Trust | 11,595 | $1.32M | 0.76% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 11,604 | $1.32M | 0.12% | +390+3.5% | Added |
| Bridgefront Capital, LLC | 11,631 | $1.32M | 0.51% | +11,631 | New |
| Clean Yield Group | 11,655 | $1.32M | 0.42% | −470−3.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,658 | $1.32M | 0.69% | +386+3.4% | Added |
| Intelligence Driven Advisers, LLC | 11,715 | $1.33M | 0.19% | +5,041+75.5% | Added |
| Longfellow Investment Management Co LLC | 11,725 | $1.33M | 0.33% | +3,949+50.8% | Added |
| Evernest Financial Advisors, LLC | 11,729 | $1.33M | 0.36% | +272+2.4% | Added |
| Widmann Financial Services, Inc. | 11,749 | $1.33M | 1.01% | −189−1.6% | Reduced |
| Covenant Partners, LLC | 11,758 | $1.34M | 0.39% | +236+2.0% | Added |
| Interchange Capital Partners, LLC | 11,793 | $1.34M | 0.48% | −182−1.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,192 | $1.34M | 0.51% | −95−0.7% | Reduced |
| Accredited Investors Inc. | 11,834 | $1.34M | 0.08% | +109+0.9% | Added |
| Benchmark Investment Advisors LLC | 11,836 | $1.34M | 0.96% | +5,757+94.7% | Added |
| AXS Investments LLC | 11,864 | $1.35M | 0.36% | +1,343+12.8% | Added |
| Visionary Wealth Advisors | 11,874 | $1.35M | 0.08% | −828−6.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11,897 | $1.35M | 0.51% | +41+0.3% | Added |
| Wellington Shields Capital Management, LLC | 11,902 | $1.35M | 0.23% | +301+2.6% | Added |
| Lipe & Dalton | 11,907 | $1.35M | 0.68% | −22−0.2% | Reduced |
| Washington Capital Management Inc | 11,943 | $1.36M | 1.05% | −75−0.6% | Reduced |
| DeDora Capital, Inc. | 11,943 | $1.36M | 0.38% | −1,383−10.4% | Reduced |
| M. Kraus & Co | 11,954 | $1.36M | 0.40% | −250−2.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 11,957 | $1.36M | 0.98% | +11,957 | New |
| Opinicus Capital, Inc. | 11,972 | $1.36M | 1.09% | +438+3.8% | Added |
| Abacus Planning Group, Inc. | 11,978 | $1.36M | 0.24% | −196−1.6% | Reduced |
| VeraBank, N.A. | 11,985 | $1.36M | 0.40% | −24−0.2% | Reduced |
| Verdad Advisers, LP | 11,988 | $1.36M | 1.82% | 00.0% | Unchanged |
| City State Bank | 11,996 | $1.36M | 0.50% | −108−0.9% | Reduced |
| Delphi Management Inc | 12,005 | $1.36M | 1.24% | −946−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,012 | $1.36M | 0.05% | +433+3.7% | Added |
| Platform Technology Partners | 12,017 | $1.36M | 0.43% | −141−1.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,031 | $1.37M | 0.13% | −1,290−9.7% | Reduced |
| Trilogy Capital Inc. | 12,037 | $1.37M | 0.07% | −225−1.8% | Reduced |
| Mirabaud Asset Management Ltd | 12,028 | $1.37M | 0.56% | −17,696−59.5% | Reduced |
| Everhart Financial Group, Inc. | 12,050 | $1.37M | 0.30% | −823−6.4% | Reduced |
| Elgethun Capital Management | 12,056 | $1.37M | 0.32% | −78−0.6% | Reduced |
| Zions Bancorporation, N.A. | 12,078 | $1.37M | 0.10% | +1,267+11.7% | Added |
| Oxford Wealth Group, LLC | 12,080 | $1.37M | 1.12% | +247+2.1% | Added |
| Baker Ellis Asset Management LLC | 12,088 | $1.37M | 0.19% | +683+6.0% | Added |
| First Interstate Bank | 12,114 | $1.38M | 0.08% | +1,760+17.0% | Added |
| Knuff & Co LLC | 12,120 | $1.38M | 0.42% | −100−0.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.38M | 0.61% | 00.0% | Unchanged |
| Centennial Bank | 12,137 | $1.38M | 0.63% | −1,101−8.3% | Reduced |
| MJP Associates Inc | 12,156 | $1.38M | 0.26% | −638−5.0% | Reduced |
| Archford Capital Strategies, LLC | 12,592 | $1.38M | 0.21% | +421+3.5% | Added |
| Vista Investment Management | 12,163 | $1.38M | 0.52% | +81+0.7% | Added |
| RiverFront Investment Group, LLC | 12,164 | $1.38M | 0.03% | +1,535+14.4% | Added |
| Syntax Research, Inc. | 12,175 | $1.38M | 0.94% | +10,000+459.8% | Added |
| Hillsdale Investment Management Inc. | 12,211 | $1.39M | 0.11% | +7,564+162.8% | Added |
| Magnolia Capital Advisors LLC | 12,215 | $1.39M | 0.69% | +282+2.4% | Added |
| World Equity Group, Inc. | 12,236 | $1.39M | 0.50% | −256−2.0% | Reduced |
| LM Advisors LLC | 12,251 | $1.39M | 0.28% | −265−2.1% | Reduced |
| Allied Investment Advisors, LLC | 12,262 | $1.39M | 0.28% | −71,476−85.4% | Reduced |
| Wealth Management Associates, Inc. | 12,275 | $1.39M | 0.61% | −72−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 12,280 | $1.39M | 0.04% | +2,380+24.0% | Added |