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 |
|---|---|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 16,132 | $1.83M | 0.91% | −197−1.2% | Reduced |
| Colonial Trust Co | 16,139 | $1.83M | 0.28% | +2,584+19.1% | Added |
| Strong Tower Advisory Services | 16,153 | $1.83M | 0.51% | +3,662+29.3% | Added |
| Umpqua Bank | 16,168 | $1.84M | 0.67% | +262+1.6% | Added |
| High Net Worth Advisory Group LLC | 16,209 | $1.84M | 0.51% | −33−0.2% | Reduced |
| Argent Advisors, Inc. | 16,213 | $1.84M | 0.68% | −400−2.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 16,217 | $1.84M | 0.47% | +383+2.4% | Added |
| Probity Advisors, Inc. | 16,234 | $1.84M | 0.35% | +226+1.4% | Added |
| Howard Capital Management Inc. | 16,335 | $1.86M | 0.03% | +16,335 | New |
| Chesapeake Wealth Management | 16,361 | $1.86M | 0.63% | +244+1.5% | Added |
| Wealth Alliance | 16,369 | $1.86M | 0.22% | +729+4.7% | Added |
| PBMares Wealth Management LLC | 16,382 | $1.86M | 0.39% | +200+1.2% | Added |
| Portside Wealth Group, LLC | 16,409 | $1.86M | 0.32% | +1,459+9.8% | Added |
| Wolverine Asset Management LLC | 16,419 | $1.86M | 0.03% | +7,303+80.1% | Added |
| Legacy Capital Wealth Partners, LLC | 16,463 | $1.87M | 0.37% | +8,389+103.9% | Added |
| Gryphon Financial Partners LLC | 16,492 | $1.87M | 0.25% | +760+4.8% | Added |
| Breakwater Capital Group | 16,499 | $1.87M | 0.38% | +325+2.0% | Added |
| Pettee Investors, Inc. | 16,514 | $1.88M | 0.91% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 16,517 | $1.88M | 0.26% | −99−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 17,136 | $1.88M | 0.46% | −56−0.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 16,570 | $1.88M | 0.48% | +192+1.2% | Added |
| Wealthquest Corp | 16,457 | $1.89M | 0.17% | +278+1.7% | Added |
| Ellevest, Inc. | 16,647 | $1.89M | 0.10% | −1,068−6.0% | Reduced |
| Gratus Wealth Advisors, LLC | 17,435 | $1.89M | 0.31% | +1,570+9.9% | Added |
| St. Johns Investment Management Company, LLC | 16,686 | $1.89M | 0.89% | −17−0.1% | Reduced |
| Wisconsin Capital Management LLC | 16,754 | $1.90M | 1.00% | +500+3.1% | Added |
| Journey Strategic Wealth LLC | 16,824 | $1.91M | 0.07% | +3,343+24.8% | Added |
| Caxton Associates LP | 16,890 | $1.92M | 0.09% | −6,251−27.0% | Reduced |
| Catalyst Financial Partners LLC | 16,960 | $1.93M | 0.38% | −735−4.2% | Reduced |
| Hedges Asset Management LLC | 17,000 | $1.93M | 1.28% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 17,013 | $1.93M | 0.55% | +707+4.3% | Added |
| Peak Asset Management, LLC | 17,042 | $1.94M | 0.36% | −867−4.8% | Reduced |
| Geneos Wealth Management Inc. | 17,052 | $1.94M | 0.07% | +5,335+45.5% | Added |
| Richwood Investment Advisors, LLC | 17,081 | $1.94M | 1.60% | +265+1.6% | Added |
| Wolf Group Capital Advisors | 16,832 | $1.94M | 0.93% | −1,338−7.4% | Reduced |
| Segment Wealth Management, LLC | 17,131 | $1.95M | 0.13% | +20.0% | Added |
| Hoey Investments, Inc | 15,722 | $1.95M | 0.37% | 00.0% | Unchanged |
| Meridian Financial, LLC | 17,146 | $1.95M | 1.30% | −285−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 17,151 | $1.95M | 0.31% | −148−0.9% | Reduced |
| Oak Associates, Ltd | 17,168 | $1.95M | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 17,205 | $1.95M | 0.67% | +891+5.5% | Added |
| Signet Investment Advisory Group, Inc. | 17,227 | $1.96M | 0.98% | −82−0.5% | Reduced |
| TKG Advisors, LLC | 17,247 | $1.96M | 0.97% | +598+3.6% | Added |
| MCF Advisors LLC | 17,180 | $1.96M | 0.14% | +284+1.7% | Added |
| Diligent Investors, LLC | 17,268 | $1.96M | 0.46% | −567−3.2% | Reduced |
| Jupiter Wealth Management LLC | 17,300 | $1.96M | 1.01% | −200−1.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 17,305 | $1.97M | 1.19% | +3,103+21.8% | Added |
| Founders Financial Securities LLC | 17,347 | $1.97M | 0.18% | −1,907−9.9% | Reduced |
| Central Valley Advisors, LLC | 17,414 | $1.98M | 1.12% | +498+2.9% | Added |
| IAM Advisory, LLC | 17,426 | $1.98M | 0.50% | +232+1.3% | Added |
| Gables Capital Management Inc. | 17,552 | $1.99M | 1.01% | +1,715+10.8% | Added |
| Windsor Capital Management, LLC | 17,570 | $2.00M | 0.58% | −484−2.7% | Reduced |
| Sutton Place Investors LLC | 17,603 | $2.00M | 1.22% | +160+0.9% | Added |
| Saxon Interests, Inc. | 17,623 | $2.00M | 0.91% | +1,801+11.4% | Added |
| Old Point Trust & Financial Services N A | 17,635 | $2.00M | 0.72% | +525+3.1% | Added |
| Peddock Capital Advisors, LLC | 17,649 | $2.00M | 0.48% | +287+1.7% | Added |
| Pacitti Group Inc. | 17,578 | $2.01M | 0.95% | +471+2.8% | Added |
| Berkeley Capital Partners, LLC | 17,693 | $2.01M | 0.57% | +12,839+264.5% | Added |
| Avidian Wealth Solutions, LLC | 17,700 | $2.01M | 0.09% | +770+4.5% | Added |
| Transatlantique Private Wealth LLC | 17,731 | $2.01M | 0.77% | −2,371−11.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 17,753 | $2.02M | 0.79% | +1,313+8.0% | Added |
| Alpha DNA Investment Management LLC | 17,820 | $2.02M | 1.11% | +1,254+7.6% | Added |
| Insight Inv LLC | 17,779 | $2.03M | 1.71% | −130−0.7% | Reduced |
| 1858 Wealth Management, LLC | 17,912 | $2.03M | 1.67% | +76+0.4% | Added |
| Two Sigma Securities, LLC | 17,942 | $2.04M | 0.16% | −166,154−90.3% | Reduced |
| McAdam, LLC | 17,951 | $2.04M | 0.11% | +1,218+7.3% | Added |
| Acropolis Investment Management, LLC | 17,958 | $2.04M | 0.12% | −307−1.7% | Reduced |
| Field & Main Bank | 18,093 | $2.05M | 0.73% | +225+1.3% | Added |
| BSW Wealth Partners | 18,101 | $2.06M | 0.31% | +3,671+25.4% | Added |
| Blue Edge Capital, LLC | 18,149 | $2.06M | 0.32% | +302+1.7% | Added |
| Live Oak Investment Partners | – | $2.06M | 1.60% | – | – |
| Avestar Capital, LLC | 18,057 | $2.06M | 0.22% | −986−5.2% | Reduced |
| Evermay Wealth Management LLC | 18,103 | $2.07M | 0.33% | −433−2.3% | Reduced |
| Thrive Capital Management, LLC | 18,234 | $2.07M | 0.98% | +15,007+465.0% | Added |
| Whalerock Point Partners, LLC | 18,235 | $2.07M | 0.49% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 18,266 | $2.07M | 0.67% | −842−4.4% | Reduced |
| Trustmark National Bank Trust Department | 18,317 | $2.08M | 0.16% | −8,887−32.7% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.08M | 0.42% | 00.0% | Unchanged |
| Zhang Financial LLC | 18,369 | $2.09M | 0.13% | −337−1.8% | Reduced |
| Claro Advisors LLC | 18,385 | $2.09M | 0.27% | +2,115+13.0% | Added |
| Cox Capital Mgt LLC | 18,389 | $2.09M | 1.25% | −180−1.0% | Reduced |
| Enterprise Financial Services Corp | 18,392 | $2.09M | 1.22% | −887−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 18,407 | $2.09M | 0.14% | +5,071+38.0% | Added |
| Apexium Financial, LP | 18,323 | $2.09M | 0.14% | +35+0.2% | Added |
| Marcum Wealth, LLC | 18,442 | $2.09M | 0.19% | −1,112−5.7% | Reduced |
| NCM Capital Management, LLC | 18,493 | $2.10M | 1.01% | +300+1.6% | Added |
| E Fund Management Co., Ltd. | 18,510 | $2.10M | 0.11% | +1,420+8.3% | Added |
| Wulff, Hansen & Co. | 18,520 | $2.10M | 1.98% | −1,627−8.1% | Reduced |
| Investors Asset Management of Georgia Inc | 18,563 | $2.11M | 0.99% | +20.0% | Added |
| Legacy Financial Advisors, Inc. | 18,606 | $2.11M | 0.35% | −1,783−8.7% | Reduced |
| CFM Wealth Partners LLC | 18,622 | $2.11M | 0.37% | −854−4.4% | Reduced |
| Sculati Wealth Management, LLC | 18,647 | $2.12M | 0.84% | −6,193−24.9% | Reduced |
| Prelude Capital Management, LLC | 18,648 | $2.12M | 0.16% | +1,805+10.7% | Added |
| Diversify Advisory Services, LLC | 19,998 | $2.13M | 0.11% | −1,971−9.0% | Reduced |
| Hilltop National Bank | 18,819 | $2.14M | 0.65% | +537+2.9% | Added |
| Aull & Monroe Investment Management Corp | 18,860 | $2.14M | 0.99% | −452−2.3% | Reduced |
| McDonald Partners LLC | 18,872 | $2.14M | 0.54% | +2,807+17.5% | Added |
| Thompson Investment Management, Inc. | 18,908 | $2.15M | 0.31% | 00.0% | Unchanged |
| Pflug Koory, LLC | 18,983 | $2.16M | 1.06% | +18,983 | New |
| Kanawha Capital Management LLC | 19,062 | $2.16M | 0.16% | −3,244−14.5% | Reduced |