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
- 3,502
- −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
- 1,421 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 511 | $58.0K | 0.00% | +198+63.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 600 | $59.7K | 0.04% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 528 | $60.0K | 0.04% | +3+0.6% | Added |
| Mascoma Wealth Management LLC | 549 | $62.3K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 558 | $63.4K | 0.01% | −270−32.6% | Reduced |
| Accordant Advisory Group Inc | 563 | $63.9K | 0.05% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 567 | $64.4K | 0.01% | −1,975−77.7% | Reduced |
| Insight Financial Services | 597 | $67.8K | 0.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 600 | $68.1K | 0.00% | +600 | New |
| Northwest Bank & Trust Co | 610 | $69.3K | 0.05% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 562 | $69.6K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 621 | $70.5K | 0.01% | +4+0.6% | Added |
| Bellevue Asset Management, LLC | 627 | $71.3K | 0.04% | +2+0.3% | Added |
| Frazier Financial Advisors, LLC | 630 | $71.5K | 0.06% | −172−21.4% | Reduced |
| Lowe Wealth Advisors, LLC | 633 | $71.9K | 0.03% | +101+19.0% | Added |
| Voisard Asset Management Group, Inc. | 640 | $72.7K | 0.03% | −338−34.6% | Reduced |
| Wiser Advisor Group LLC | 694 | $78.8K | 0.12% | +4+0.6% | Added |
| Bay Harbor Wealth Management, LLC | 697 | $79.7K | 0.03% | −27−3.7% | Reduced |
| Toth Financial Advisory Corp | 704 | $79.9K | 0.01% | −500−41.5% | Reduced |
| Battery Global Advisors, LLC | 718 | $82.1K | 0.04% | +718 | New |
| Atwood & Palmer Inc | 730 | $82.9K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 738 | $83.9K | 0.03% | +738 | New |
| Aspect Partners, LLC | 768 | $87.2K | 0.05% | +54+7.6% | Added |
| Stuart Chaussee & Associates, Inc. | 770 | $87.4K | 0.02% | 00.0% | Unchanged |
| Nkcfo LLC | 780 | $89.0K | 0.04% | −765−49.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 788 | $89.5K | 0.06% | +107+15.7% | Added |
| Dogwood Wealth Management LLC | 815 | $92.6K | 0.05% | +4+0.5% | Added |
| Guardian Wealth Management, Inc. | 818 | $92.9K | 0.07% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 882 | $100.2K | 0.05% | +251+39.8% | Added |
| 1620 Investment Advisors, Inc. | 883 | $100.3K | 0.07% | +20+2.3% | Added |
| Hoese & Co LLP | 902 | $102.4K | 0.09% | −340−27.4% | Reduced |
| Naples Money Management LLC | 903 | $102.5K | 0.09% | +33+3.8% | Added |
| Nordwand Advisors, LLC | 921 | $104.6K | 0.03% | −2,567−73.6% | Reduced |
| Rakuten Securities, Inc. | 923 | $104.8K | 0.05% | +664+256.4% | Added |
| Carolina Wealth Advisors, LLC | 927 | $105.3K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 936 | $106.3K | 0.04% | +1+0.1% | Added |
| Future Financial Wealth Managment LLC | 953 | $108.2K | 0.08% | +953 | New |
| Ulland Investment Advisors, LLC | 983 | $112.0K | 0.08% | −34−3.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 999 | $113.4K | 0.06% | +999 | New |
| DecisionPoint Financial, LLC | 1,000 | $113.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $113.6K | 0.05% | +1,000 | New |
| Mizuho Bank, Ltd. | 1,020 | $115.8K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,023 | $116.2K | 0.01% | −14−1.4% | Reduced |
| Semmax Financial Advisors Inc. | 1,180 | $116.3K | 0.03% | −10−0.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,039 | $118.0K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 1,062 | $120.6K | 0.08% | +1,062 | New |
| Creekmur Asset Management LLC | 1,086 | $123.4K | 0.03% | −598−35.5% | Reduced |
| Promethos Capital, LLC | 1,112 | $126.3K | 0.04% | +315+39.5% | Added |
| Creative Capital Management Investments LLC | 1,113 | $126.4K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,120 | $127.2K | 0.04% | −28−2.4% | Reduced |
| HBC Financial Services, PLLC | 1,225 | $128.0K | 0.08% | +9+0.7% | Added |
| Essex Investment Management Co LLC | 1,132 | $128.6K | 0.02% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 1,140 | $129.5K | 0.02% | −74,610−98.5% | Reduced |
| Covestor Ltd | 1,148 | $130.0K | 0.08% | +10+0.9% | Added |
| Stone House Investment Management, LLC | 1,150 | $130.6K | 0.03% | −25−2.1% | Reduced |
| Abound Wealth Management | 1,192 | $135.4K | 0.04% | +156+15.1% | Added |
| Turim 21 Investimentos Ltda. | 1,200 | $136.3K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,212 | $137.7K | 0.09% | +2+0.2% | Added |
| FSA Wealth Management LLC | 1,232 | $139.9K | 0.06% | +1,232 | New |
| J.Safra Asset Management Corp | 1,243 | $141.3K | 0.01% | +298+31.5% | Added |
| Main Street Group, LTD | 1,254 | $142.4K | 0.06% | −113−8.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,255 | $142.5K | 0.08% | +188+17.6% | Added |
| Cedar Wealth Management, LLC | 1,264 | $143.5K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,274 | $144.7K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,290 | $146.5K | 0.03% | +131+11.3% | Added |
| Cornerstone Planning Group LLC | 1,418 | $147.1K | 0.04% | −37−2.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,298 | $147.4K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,318 | $149.7K | 0.08% | +3+0.2% | Added |
| Granite FO LLC | 1,320 | $149.9K | 0.08% | −1,036−44.0% | Reduced |
| ESL Trust Services, LLC | 1,331 | $151.1K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,336 | $151.7K | 0.08% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,348 | $153.1K | 0.03% | +184+15.8% | Added |
| Stephens Consulting, LLC | 1,351 | $153.4K | 0.04% | −78−5.5% | Reduced |
| Y.D. More Investments Ltd | 1,742 | $156.7K | 0.02% | −78−4.3% | Reduced |
| CGC Financial Services, LLC | 1,394 | $158.3K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,401 | $159.1K | 0.05% | −150−9.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,406 | $159.8K | 0.02% | −996−41.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,422 | $161.5K | 0.01% | −111−7.2% | Reduced |
| Pacifica Partners Inc. | 1,434 | $162.8K | 0.07% | −50−3.4% | Reduced |
| Fairman Group, LLC | 1,449 | $165.6K | 0.15% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,473 | $167.3K | 0.15% | −48−3.2% | Reduced |
| USA Financial Portformulas Corp | 1,489 | $169.1K | 0.03% | −3,040−67.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,493 | $170.0K | 0.01% | +180+13.7% | Added |
| Evergreen Private Wealth LLC | 1,544 | $175.3K | 0.08% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,551 | $176.2K | 0.08% | +3+0.2% | Added |
| Richardson Financial Services Inc. | 1,431 | $177.2K | 0.11% | 00.0% | Unchanged |
| First Community Trust NA | 1,575 | $178.9K | 0.15% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,599 | $181.6K | 0.09% | −12,288−88.5% | Reduced |
| Painted Porch Advisors LLC | 1,601 | $181.8K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,613 | $183.0K | 0.06% | −689−29.9% | Reduced |
| Capula Management Ltd | 1,614 | $183.3K | 0.00% | +1,161+256.3% | Added |
| Wintrust Investments LLC | 1,667 | $189.0K | 0.14% | −16,323−90.7% | Reduced |
| Centiva Capital, LP | 1,666 | $189.2K | 0.01% | −45,628−96.5% | Reduced |
| Natixis Investment Managers International | 1,716 | $194.9K | 0.01% | +228+15.3% | Added |
| IAG Wealth Partners, LLC | 1,735 | $197.0K | 0.04% | +56+3.3% | Added |
| Wellspring Financial Advisors, LLC | 20,151 | $198.2K | 0.02% | +18,456+1,088.8% | Added |
| Heritage Wealth Management, Inc. | 1,754 | $199.2K | 0.18% | −30−1.7% | Reduced |
| McMahon Financial Advisors, LLC | 1,758 | $199.6K | 0.04% | −198−10.1% | Reduced |
| Royal Capital Wealth Management, LLC | 1,762 | $200.1K | 0.14% | +4+0.2% | Added |
| Sterling Financial Group, Inc. | 1,764 | $200.3K | 0.09% | 00.0% | Unchanged |