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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 12,297 | $1.40M | 0.59% | +1,253+11.3% | Added |
| Twelve Points Wealth Management LLC | 12,300 | $1.40M | 0.44% | +755+6.5% | Added |
| FCG Investment Co | 12,312 | $1.40M | 0.92% | +1,398+12.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 12,230 | $1.40M | 0.12% | +2,681+28.1% | Added |
| First Financial Corp | 12,350 | $1.40M | 0.67% | −85−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 14,248 | $1.40M | 0.20% | −1,592−10.1% | Reduced |
| Childress Capital Advisors, LLC | 12,378 | $1.41M | 0.38% | +62+0.5% | Added |
| Wolff Financial Management LLC | 12,384 | $1.41M | 0.38% | +10.0% | Added |
| Ontario Teachers Pension Plan Board | 12,440 | $1.41M | 0.01% | −7,664−38.1% | Reduced |
| Lee Financial Co | 12,436 | $1.41M | 0.20% | +1,382+12.5% | Added |
| Sargent Investment Group, LLC | 12,470 | $1.42M | 0.25% | −1,615−11.5% | Reduced |
| Summit Wealth Partners, LLC | 12,485 | $1.42M | 0.27% | +10.0% | Added |
| Schulhoff & Co Inc | 12,488 | $1.42M | 0.59% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,493 | $1.42M | 0.50% | −1,072−7.9% | Reduced |
| Belpointe Asset Management LLC | 12,602 | $1.43M | 0.09% | −2,498−16.5% | Reduced |
| Diversify Wealth Management, LLC | 13,471 | $1.43M | 0.14% | +1,935+16.8% | Added |
| Centaurus Financial, Inc. | 12,649 | $1.44M | 0.09% | −229−1.8% | Reduced |
| Great Diamond Partners, LLC | 12,662 | $1.44M | 0.37% | −7,114−36.0% | Reduced |
| OV Management LLC | 12,662 | $1.44M | 0.95% | +508+4.2% | Added |
| Marex Group plc | 12,705 | $1.44M | 0.03% | −1,337−9.5% | Reduced |
| Gsa Capital Partners LLP | 12,709 | $1.44M | 0.11% | +12,709 | New |
| Keudell/Morrison Wealth Management | 12,714 | $1.44M | 0.39% | +210+1.7% | Added |
| Navellier & Associates Inc | 12,718 | $1.44M | 0.20% | −2,761−17.8% | Reduced |
| Allen Capital Group, LLC | 12,732 | $1.45M | 0.18% | +1,419+12.5% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.45M | 0.06% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 12,785 | $1.45M | 0.94% | −825−6.1% | Reduced |
| Cornerstone Advisory, LLC | 12,785 | $1.45M | 0.19% | −179−1.4% | Reduced |
| Peak Planning Group, LLC | 12,800 | $1.45M | 0.64% | −458−3.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 12,832 | $1.46M | 0.33% | +1,518+13.4% | Added |
| Pullen Investment Management, LLC | 12,834 | $1.46M | 1.07% | +148+1.2% | Added |
| Gilman Hill Asset Management, LLC | 12,847 | $1.46M | 0.24% | −396−3.0% | Reduced |
| MidWestOne Financial Group, Inc. | 12,854 | $1.46M | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 12,875 | $1.46M | 0.10% | −139−1.1% | Reduced |
| Barry Investment Advisors, LLC | 12,889 | $1.46M | 0.45% | +227+1.8% | Added |
| Eaton Financial Holdings Company, LLC | 12,913 | $1.47M | 0.60% | +12,913 | New |
| Occidental Asset Management, LLC | 12,920 | $1.47M | 0.24% | +33+0.3% | Added |
| Hartford Funds Management Co LLC | 12,927 | $1.47M | 0.14% | +61+0.5% | Added |
| Optiver Holding B.V. | 12,930 | $1.47M | 0.04% | +7,952+159.7% | Added |
| KG&L Capital Management,LLC | 12,943 | $1.47M | 0.47% | +6,298+94.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 12,947 | $1.47M | 0.45% | +306+2.4% | Added |
| Sherbrooke Park Advisers LLC | 12,952 | $1.47M | 0.34% | +3,329+34.6% | Added |
| Good Life Advisors, LLC | 12,973 | $1.47M | 0.09% | +3,824+41.8% | Added |
| Pingora Partners LLC | 12,979 | $1.47M | 1.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,984 | $1.47M | 0.65% | −1,086−7.7% | Reduced |
| Aspire Private Capital, LLC | 12,995 | $1.48M | 0.35% | +962+8.0% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.48M | 0.49% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 13,012 | $1.48M | 0.26% | +3,334+34.4% | Added |
| Cape Ann Savings Bank | 13,029 | $1.48M | 0.86% | +50+0.4% | Added |
| Monetary Management Group Inc | 13,035 | $1.48M | 0.38% | +4,080+45.6% | Added |
| Heritage Family Offices, LLP | 13,040 | $1.48M | 0.76% | −25−0.2% | Reduced |
| Doliver Advisors, LP | 13,087 | $1.49M | 0.41% | −246−1.8% | Reduced |
| Concentric Capital Strategies, LP | 13,123 | $1.49M | 0.09% | +5,439+70.8% | Added |
| Principal Street Partners, LLC | 12,448 | $1.49M | 0.24% | +3,796+43.9% | Added |
| DMG Group, LLC | 13,138 | $1.49M | 1.21% | −397−2.9% | Reduced |
| Pictet Bank & Trust Ltd | 13,144 | $1.49M | 1.51% | +924+7.6% | Added |
| MTM Investment Management, LLC | 13,599 | $1.49M | 0.58% | −249−1.8% | Reduced |
| Navalign, LLC | 13,149 | $1.49M | 0.44% | +227+1.8% | Added |
| Winthrop Capital Management, LLC | 13,193 | $1.50M | 0.71% | −50−0.4% | Reduced |
| GTS Securities LLC | 13,214 | $1.50M | 0.03% | −14,980−53.1% | Reduced |
| Patriot Investment Management Inc. | 13,236 | $1.50M | 0.11% | +113+0.9% | Added |
| BTG Pactual Asset Management US LLC | 13,300 | $1.51M | 0.22% | +13,300 | New |
| Strategic Advisors LLC | 13,312 | $1.51M | 0.28% | +68+0.5% | Added |
| KLCM Advisors, Inc. | 13,351 | $1.52M | 0.18% | +287+2.2% | Added |
| Traynor Capital Management, Inc. | 13,410 | $1.52M | 0.12% | +2,314+20.9% | Added |
| Nwam LLC | 13,442 | $1.53M | 0.09% | −1,746−11.5% | Reduced |
| David Loasby | 13,856 | $1.53M | 0.14% | −1,059−7.1% | Reduced |
| MB, Levis & Associates, LLC | 13,453 | $1.53M | 0.75% | +31+0.2% | Added |
| Loudon Investment Management, LLC | 13,458 | $1.53M | 0.84% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13,471 | $1.53M | 0.59% | +463+3.6% | Added |
| Ransom Advisory, Ltd | 13,484 | $1.53M | 0.72% | +1,250+10.2% | Added |
| DGS Capital Management, LLC | 13,491 | $1.53M | 0.42% | +718+5.6% | Added |
| Trueblood Wealth Management, LLC | 13,492 | $1.53M | 0.77% | −264−1.9% | Reduced |
| PDS Planning, Inc | 13,518 | $1.54M | 0.14% | −146−1.1% | Reduced |
| Nia Impact Advisors, LLC | 13,521 | $1.54M | 0.51% | +80+0.6% | Added |
| Bigelow Investment Advisors, LLC | 13,526 | $1.54M | 0.68% | −528−3.8% | Reduced |
| Meridian Financial Partners LLC | 13,543 | $1.54M | 0.78% | +7,939+141.7% | Added |
| First Foundation Advisors | 13,544 | $1.54M | 0.06% | −1,231−8.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 13,628 | $1.55M | 0.32% | +2,587+23.4% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.55M | 2.40% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13,660 | $1.55M | 0.11% | −18,219−57.2% | Reduced |
| WCM Investment Management, LLC | 13,664 | $1.55M | 0.00% | +10,482+329.4% | Added |
| Pacific Capital Partners Ltd | 13,681 | $1.55M | 0.91% | +1,069+8.5% | Added |
| CRA Financial Services, LLC | 13,691 | $1.55M | 0.29% | −96−0.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 13,748 | $1.56M | 1.18% | +5,314+63.0% | Added |
| Moloney Securities Asset Management, LLC | 13,773 | $1.56M | 0.21% | −20−0.1% | Reduced |
| Accurate Wealth Management, LLC | 14,039 | $1.57M | 0.31% | −19,637−58.3% | Reduced |
| St. Louis Trust Co | 13,788 | $1.57M | 0.22% | −1,700−11.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 13,798 | $1.57M | 1.27% | +46+0.3% | Added |
| Lockheed Martin Investment Management Co | 13,800 | $1.57M | 0.07% | +6,800+97.1% | Added |
| Triangle Securities Wealth Management | 13,817 | $1.57M | 0.41% | −2,473−15.2% | Reduced |
| Evoke Wealth, LLC | 13,724 | $1.57M | 0.04% | +13,724 | New |
| Alan B. Lancz & Associates, Inc. | 13,834 | $1.57M | 1.44% | +100+0.7% | Added |
| NWF Advisory Services Inc. | 13,856 | $1.57M | 0.23% | +1,780+14.7% | Added |
| Register Financial Advisors LLC | 13,878 | $1.58M | 0.81% | −221−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 13,897 | $1.58M | 0.91% | −524−3.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 13,901 | $1.58M | 1.25% | +775+5.9% | Added |
| Simon Quick Advisors, LLC | 13,912 | $1.58M | 0.10% | +550+4.1% | Added |
| Geller Advisors LLC | 13,825 | $1.58M | 0.11% | −4,848−26.0% | Reduced |
| Skopos Labs, Inc. | 13,965 | $1.59M | 0.52% | +505+3.8% | Added |
| Everpar Advisors LLC | 14,048 | $1.60M | 0.83% | −1,499−9.6% | Reduced |