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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 14,123 | $1.60M | 0.74% | 00.0% | Unchanged |
| Lindenwold Advisors | 14,131 | $1.60M | 0.81% | +54+0.4% | Added |
| Janney Capital Management LLC | 14,164 | $1.61M | 0.11% | 00.0% | Unchanged |
| Kennebec Savings Bank | 14,161 | $1.61M | 1.59% | +14,161 | New |
| Dover Advisors, LLC | 14,172 | $1.61M | 0.91% | +1,838+14.9% | Added |
| Berger Financial Group, Inc | 14,191 | $1.61M | 0.12% | +777+5.8% | Added |
| Glynn Capital Management LLC | 14,201 | $1.61M | 0.37% | −8,867−38.4% | Reduced |
| Maple Capital Management, Inc. | 14,212 | $1.61M | 0.12% | −476−3.2% | Reduced |
| Old North State Wealth Management, LLC | 14,253 | $1.62M | 0.91% | +1,155+8.8% | Added |
| Processus Wealth & Capital Management, LLC | 14,283 | $1.62M | 1.34% | +827+6.1% | Added |
| Wealth Architects, LLC | 14,295 | $1.62M | 0.18% | −235−1.6% | Reduced |
| SeaBridge Investment Advisors LLC | 14,337 | $1.63M | 0.40% | −11,410−44.3% | Reduced |
| Delta Asset Management LLC | 14,346 | $1.63M | 0.14% | −19−0.1% | Reduced |
| Aaron Wealth Advisors | 14,386 | $1.63M | 0.19% | +1,188+9.0% | Added |
| Portland Global Advisors LLC | 14,389 | $1.63M | 0.21% | −75−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,417 | $1.64M | 0.22% | +552+4.0% | Added |
| Auxano Advisors, LLC | 14,435 | $1.64M | 0.42% | +507+3.6% | Added |
| FWL Investment Management, LLC | 14,443 | $1.64M | 0.63% | +9,704+204.8% | Added |
| Cascade Financial Partners, LLC | 15,400 | $1.64M | 0.21% | +228+1.5% | Added |
| Grove Bank & Trust | 14,476 | $1.64M | 0.24% | +178+1.2% | Added |
| Lantz Financial LLC | 14,506 | $1.65M | 0.45% | +60.0% | Added |
| LVM Capital Management Ltd | 13,311 | $1.65M | 0.19% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 14,574 | $1.66M | 0.89% | −213−1.4% | Reduced |
| Brave Asset Management Inc | 14,582 | $1.66M | 0.41% | +2,287+18.6% | Added |
| ROI Financial Advisors, LLC | 14,596 | $1.66M | 1.14% | +837+6.1% | Added |
| Riverview Trust Co | 14,638 | $1.66M | 1.46% | +48+0.3% | Added |
| Doheny Asset Management | 14,640 | $1.66M | 1.14% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 14,664 | $1.67M | 0.85% | −2,171−12.9% | Reduced |
| Center for Financial Planning, Inc. | 14,680 | $1.67M | 0.23% | −483−3.2% | Reduced |
| YHB Investment Advisors, Inc. | 14,696 | $1.67M | 0.14% | +3,564+32.0% | Added |
| E&G Advisors, LP | 14,698 | $1.67M | 0.46% | +100+0.7% | Added |
| Northwest Capital Management Inc | 14,705 | $1.67M | 0.60% | −792−5.1% | Reduced |
| Buckingham Capital Management, Inc. | 14,727 | $1.67M | 0.19% | −40−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 14,736 | $1.67M | 0.26% | −785−5.1% | Reduced |
| IMS Capital Management | 14,740 | $1.67M | 0.75% | +2,200+17.5% | Added |
| Reuter James Wealth Management, LLC | 14,742 | $1.67M | 0.31% | +12,781+651.8% | Added |
| WBH Advisory Inc | 14,753 | $1.68M | 0.16% | −541−3.5% | Reduced |
| Redwood Wealth Management Group, LLC | 14,762 | $1.68M | 0.83% | −67−0.5% | Reduced |
| Point72 Hong Kong Ltd | 14,765 | $1.68M | 0.12% | −110,416−88.2% | Reduced |
| Financial Sense Advisors, Inc. | 14,845 | $1.69M | 0.47% | +1,195+8.8% | Added |
| Gladius Capital Management LP | 14,863 | $1.69M | 1.01% | +9,246+164.6% | Added |
| Blodgett Wealth Advisors, LLC | 14,887 | $1.69M | 1.42% | −169−1.1% | Reduced |
| Gold Investment Management Ltd. | 14,889 | $1.69M | 0.71% | −1,462−8.9% | Reduced |
| Capital International Sarl | 14,899 | $1.69M | 0.04% | +346+2.4% | Added |
| Camden Capital, LLC | 14,903 | $1.69M | 0.18% | +3,324+28.7% | Added |
| Wimmer Associates 1, LLC | 14,942 | $1.70M | 0.83% | +295+2.0% | Added |
| Net Worth Advisory Group | 14,947 | $1.70M | 0.50% | +14,947 | New |
| Matrix Trust Co | 14,960 | $1.70M | 0.32% | +81+0.5% | Added |
| LMR Partners LLP | 14,995 | $1.70M | 0.04% | +14,995 | New |
| Telos Capital Management, Inc. | 15,004 | $1.70M | 0.18% | −317−2.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 15,034 | $1.71M | 0.55% | −160−1.1% | Reduced |
| Global Trust Asset Management, LLC | 15,061 | $1.71M | 0.63% | −293−1.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,068 | $1.71M | 0.07% | −1,583−9.5% | Reduced |
| Private Management Group Inc | 15,101 | $1.71M | 0.06% | −363−2.3% | Reduced |
| Stiles Financial Services Inc | 15,114 | $1.72M | 0.60% | +559+3.8% | Added |
| Baxter Bros Inc | 15,120 | $1.72M | 0.22% | −1,414−8.6% | Reduced |
| Founders Financial Alliance, LLC | 15,158 | $1.72M | 0.48% | −1,723−10.2% | Reduced |
| Prudent Man Advisors, LLC | 15,247 | $1.73M | 0.58% | −4,653−23.4% | Reduced |
| Huber Capital Management LLC | 15,293 | $1.74M | 0.35% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,319 | $1.74M | 0.24% | −25−0.2% | Reduced |
| Weaver Capital Management LLC | 15,328 | $1.74M | 0.52% | −5,161−25.2% | Reduced |
| Aspiriant, LLC | 15,377 | $1.75M | 0.07% | −535−3.4% | Reduced |
| Value Partners Investments Inc. | 15,373 | $1.75M | 0.14% | +80+0.5% | Added |
| M Holdings Securities, Inc. | 15,408 | $1.75M | 0.44% | −35,264−69.6% | Reduced |
| Salvus Wealth Management, LLC | 15,425 | $1.75M | 1.08% | +61+0.4% | Added |
| Connecticut Wealth Management, LLC | 15,454 | $1.75M | 0.08% | −1,736−10.1% | Reduced |
| Hendershot Investments Inc. | 15,471 | $1.76M | 0.24% | +1,014+7.0% | Added |
| Beacon Financial Group | 15,472 | $1.76M | 0.19% | −701−4.3% | Reduced |
| Sunflower Bank, N.A. | 15,472 | $1.76M | 0.48% | −35−0.2% | Reduced |
| Pacific Global Investment Management CO | 15,493 | $1.76M | 0.32% | −398−2.5% | Reduced |
| Guardian Investment Management | 15,500 | $1.76M | 1.53% | −5,400−25.8% | Reduced |
| Hudson Canyon Capital Management | 15,500 | $1.76M | 1.14% | +1,848+13.5% | Added |
| Bank & Trust Co | 15,514 | $1.76M | 1.43% | −167−1.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 15,585 | $1.77M | 0.61% | +1,350+9.5% | Added |
| Borer Denton & Associates, Inc. | 15,613 | $1.77M | 0.60% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 15,625 | $1.77M | 0.05% | +3,111+24.9% | Added |
| Hardy Reed LLC | 15,628 | $1.77M | 0.16% | +345+2.3% | Added |
| Colton Groome Financial Advisors, LLC | 15,631 | $1.78M | 0.66% | −80−0.5% | Reduced |
| Tradewinds, LLC. | 15,649 | $1.78M | 0.55% | +101+0.6% | Added |
| WCG Wealth Advisors LLC | 15,667 | $1.78M | 0.12% | +422+2.8% | Added |
| Atlas Brown,Inc. | 15,668 | $1.78M | 0.62% | +70+0.4% | Added |
| Mattern Wealth Management LLC | 15,770 | $1.79M | 0.39% | −100−0.6% | Reduced |
| Exchange Bank | 15,801 | $1.79M | 1.47% | +57+0.4% | Added |
| BCS Wealth Management | 15,814 | $1.80M | 0.76% | +405+2.6% | Added |
| Hudson Valley Investment Advisors Inc | 15,818 | $1.80M | 0.20% | −2,605−14.1% | Reduced |
| Soltis Investment Advisors LLC | 15,830 | $1.80M | 0.18% | −52−0.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 15,848 | $1.80M | 0.47% | +90+0.6% | Added |
| Ramirez Asset Management, Inc. | 15,866 | $1.80M | 0.35% | −1,902−10.7% | Reduced |
| Capstone Triton Financial Group, LLC | 15,891 | $1.80M | 1.15% | −151−0.9% | Reduced |
| Eagle Strategies LLC | 15,896 | $1.81M | 0.33% | −987−5.8% | Reduced |
| Martin & Co Inc | 15,904 | $1.81M | 0.43% | −20.0% | Reduced |
| Clarkston Capital Partners, LLC | 15,929 | $1.81M | 0.03% | +4,954+45.1% | Added |
| Vectors Research Management, LLC | 15,958 | $1.81M | 0.55% | −385−2.4% | Reduced |
| Am Investment Strategies LLC | 15,981 | $1.81M | 0.44% | +75+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,989 | $1.82M | 0.22% | −624−3.8% | Reduced |
| Lebenthal Global Advisors, LLC | 16,004 | $1.82M | 0.37% | +3,927+32.5% | Added |
| Alpine Bank Wealth Management | 16,033 | $1.82M | 0.29% | +16,033 | New |
| Alaethes Wealth LLC | 15,954 | $1.82M | 0.67% | +1,244+8.5% | Added |
| Camarda Financial Advisors, LLC | 16,084 | $1.83M | 0.68% | 00.0% | Unchanged |
| Icon Advisers Inc | 16,100 | $1.83M | 0.38% | 00.0% | Unchanged |