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 |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 19,150 | $2.17M | 1.14% | +70.0% | Added |
| LCNB Corp | 19,153 | $2.18M | 0.77% | −810−4.1% | Reduced |
| Beaton Management Co. Inc. | 19,158 | $2.18M | 1.10% | −600−3.0% | Reduced |
| Wallace Capital Management Inc. | 19,166 | $2.18M | 0.29% | +30.0% | Added |
| Leisure Capital Management | 19,243 | $2.19M | 0.93% | −757−3.8% | Reduced |
| Harbour Investments, Inc. | 19,290 | $2.19M | 0.07% | −1,154−5.6% | Reduced |
| Cordatus Wealth Management LLC | 19,347 | $2.20M | 0.79% | +366+1.9% | Added |
| CNB Bank | 19,360 | $2.20M | 1.02% | −875−4.3% | Reduced |
| Sawyer & Company, Inc | 19,381 | $2.20M | 0.81% | −65−0.3% | Reduced |
| West Paces Advisors Inc. | 19,398 | $2.20M | 0.54% | −91−0.5% | Reduced |
| WMS Partners, LLC | 19,456 | $2.21M | 0.12% | +4,096+26.7% | Added |
| VCI Wealth Management LLC | 19,461 | $2.21M | 0.98% | +13,848+246.7% | Added |
| Onyx Bridge Wealth Group LLC | 19,479 | $2.21M | 0.33% | +80.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 19,462 | $2.22M | 0.04% | −3,097−13.7% | Reduced |
| SPC Financial, Inc. | 19,564 | $2.22M | 0.20% | −641−3.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 19,638 | $2.23M | 1.41% | −585−2.9% | Reduced |
| Capital Asset Advisory Services LLC | 20,555 | $2.23M | 0.11% | −471−2.2% | Reduced |
| SWS Partners | 19,659 | $2.23M | 0.71% | +480+2.5% | Added |
| Puzo Michael J | 19,703 | $2.24M | 0.58% | −1,102−5.3% | Reduced |
| West Branch Capital LLC | 19,717 | $2.24M | 0.77% | +1,013+5.4% | Added |
| Ti-Trust, Inc | 19,723 | $2.24M | 1.60% | −20.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 19,774 | $2.25M | 0.17% | −787−3.8% | Reduced |
| West Oak Capital, LLC | 19,777 | $2.25M | 0.42% | +369+1.9% | Added |
| L & S Advisors Inc | 19,782 | $2.25M | 0.23% | −22,130−52.8% | Reduced |
| Kendall Capital Management | 19,785 | $2.25M | 0.69% | +830+4.4% | Added |
| AlTi Global, Inc. | 19,690 | $2.25M | 0.05% | −483−2.4% | Reduced |
| Jmac Enterprises LLC | 19,867 | $2.26M | 0.36% | +1,566+8.6% | Added |
| First County Bank | 19,909 | $2.26M | 1.12% | −237−1.2% | Reduced |
| SageView Advisory Group, LLC | 19,909 | $2.26M | 0.11% | −10,013−33.5% | Reduced |
| Parkside Financial Bank & Trust | 19,939 | $2.26M | 0.32% | +578+3.0% | Added |
| Suncoast Equity Management | 19,975 | $2.27M | 0.26% | −162,380−89.0% | Reduced |
| Anson Funds Management LP | 20,000 | $2.27M | 0.33% | +20,000 | New |
| Northern Financial Advisors Inc | 20,043 | $2.28M | 1.73% | −1,861−8.5% | Reduced |
| Howe & Rusling Inc | 20,107 | $2.28M | 0.20% | +893+4.6% | Added |
| Fruth Investment Management | 20,137 | $2.29M | 0.59% | −700−3.4% | Reduced |
| CoreCap Advisors, LLC | 20,183 | $2.29M | 0.11% | +462+2.3% | Added |
| Thrive Wealth Management, LLC | 20,223 | $2.30M | 0.42% | −138−0.7% | Reduced |
| Family Capital Trust Co | 20,232 | $2.30M | 0.74% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 20,278 | $2.30M | 0.69% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 20,304 | $2.31M | 0.26% | −950−4.5% | Reduced |
| Pensionfund Sabic | 20,500 | $2.33M | 0.73% | −3,000−12.8% | Reduced |
| Global Financial Private Client, LLC | 20,507 | $2.33M | 0.91% | +130+0.6% | Added |
| Legacy Advisors, LLC | 20,519 | $2.33M | 0.25% | −552−2.6% | Reduced |
| Great Lakes Retirement, Inc. | 20,562 | $2.33M | 0.30% | +820+4.2% | Added |
| Integrated Investment Consultants, LLC | 613,412 | $2.34M | 0.51% | +597,596+3,778.4% | Added |
| Sippican Capital Advisors | 20,668 | $2.35M | 1.64% | −100.0% | Reduced |
| Hartford Financial Management Inc. | 20,728 | $2.35M | 0.48% | −5,755−21.7% | Reduced |
| Oakworth Capital, Inc. | 20,816 | $2.36M | 0.16% | +330+1.6% | Added |
| Somerville Kurt F | 20,826 | $2.37M | 0.38% | −50.0% | Reduced |
| Lecap Asset Management Ltd | 20,829 | $2.37M | 0.51% | +4,142+24.8% | Added |
| Kathmere Capital Management, LLC | 20,912 | $2.37M | 0.22% | +305+1.5% | Added |
| Segall Bryant & Hamill, LLC | 20,922 | $2.38M | 0.03% | +20,922 | New |
| Mystic Asset Management, Inc. | 20,980 | $2.38M | 0.90% | +1,094+5.5% | Added |
| IMA Wealth, Inc. | 20,854 | $2.38M | 0.52% | +25+0.1% | Added |
| Edgestream Partners, L.P. | 20,996 | $2.38M | 0.10% | +11,246+115.3% | Added |
| Brown Miller Wealth Management, LLC | 21,008 | $2.39M | 0.93% | 00.0% | Unchanged |
| Wynn Capital, LLC | 21,064 | $2.39M | 1.57% | +233+1.1% | Added |
| Van Cleef Asset Management,Inc | 21,068 | $2.39M | 0.27% | +12+0.1% | Added |
| Pure Financial Advisors, Inc. | 21,071 | $2.39M | 0.06% | −5,239−19.9% | Reduced |
| HCR Wealth Advisors | 21,089 | $2.39M | 0.31% | +78+0.4% | Added |
| Atlas Private Wealth Advisors | 21,136 | $2.40M | 0.35% | +620+3.0% | Added |
| Centric Wealth Management | 23,828 | $2.40M | 0.64% | +379+1.6% | Added |
| Bridgewater Advisors Inc. | 23,224 | $2.41M | 0.25% | +174+0.8% | Added |
| IFG Advisory, LLC | 21,213 | $2.41M | 0.15% | +614+3.0% | Added |
| Financial Advocates Investment Management | 21,223 | $2.41M | 0.14% | −2,396−10.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,260 | $2.41M | 0.15% | +193+0.9% | Added |
| Cornerstone Wealth Management, LLC | 21,281 | $2.42M | 0.17% | +452+2.2% | Added |
| Grimes & Company, Inc. | 21,317 | $2.42M | 0.07% | −427−2.0% | Reduced |
| Peterson Wealth Services | 21,366 | $2.43M | 0.77% | +1,706+8.7% | Added |
| Silverlake Wealth Management LLC | 21,367 | $2.43M | 0.93% | +1,032+5.1% | Added |
| IVC Wealth Advisors LLC | 21,386 | $2.43M | 1.33% | −416−1.9% | Reduced |
| Wright Investors Service Inc | 21,398 | $2.43M | 0.64% | −7,082−24.9% | Reduced |
| G&S Capital LLC | 21,405 | $2.43M | 1.02% | +545+2.6% | Added |
| CFS Investment Advisory Services, LLC | 21,461 | $2.44M | 0.20% | −1,180−5.2% | Reduced |
| Catalytic Wealth RIA, LLC | 21,463 | $2.44M | 0.43% | +3,731+21.0% | Added |
| Legacy Capital Group California, Inc. | 21,538 | $2.45M | 0.81% | −474−2.2% | Reduced |
| Schnieders Capital Management LLC | 21,567 | $2.45M | 0.47% | −4,034−15.8% | Reduced |
| Pitcairn Co | 21,616 | $2.45M | 0.15% | −3,927−15.4% | Reduced |
| apricus wealth, LLC | 21,647 | $2.46M | 1.62% | +455+2.1% | Added |
| Baker Chad R | 21,700 | $2.46M | 0.48% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 21,572 | $2.47M | 0.34% | +357+1.7% | Added |
| Stableford Capital II LLC | 22,556 | $2.48M | 0.99% | +1,267+6.0% | Added |
| Plancorp, LLC | 21,798 | $2.48M | 0.10% | −134−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 21,805 | $2.48M | 0.25% | −772−3.4% | Reduced |
| Sheets Smith Wealth Management | 21,805 | $2.48M | 0.30% | −126−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 23,294 | $2.48M | 0.09% | +289+1.3% | Added |
| Jackson Square Capital, LLC | 21,848 | $2.48M | 0.62% | −31,156−58.8% | Reduced |
| Headinvest, LLC | 21,855 | $2.48M | 0.46% | −410−1.8% | Reduced |
| Beaumont Financial Advisors, LLC | 21,926 | $2.49M | 0.19% | −2,095−8.7% | Reduced |
| Webster Bank, N. A. | 21,942 | $2.49M | 0.27% | −752−3.3% | Reduced |
| Orion Investment Co | 21,960 | $2.49M | 0.97% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 22,037 | $2.50M | 0.33% | −37−0.2% | Reduced |
| Advisors Management Group Inc | 22,039 | $2.50M | 0.59% | +68+0.3% | Added |
| Counterweight Ventures, LLC | 22,107 | $2.51M | 1.78% | +1,558+7.6% | Added |
| Conscious Wealth Investments, LLC | 23,605 | $2.51M | 1.73% | +224+1.0% | Added |
| Smith, Moore & Co. | 22,137 | $2.51M | 0.24% | +996+4.7% | Added |
| Broderick Brian C | 22,147 | $2.52M | 0.49% | −55−0.2% | Reduced |
| Bank Hapoalim BM | 22,174 | $2.52M | 0.38% | −470−2.1% | Reduced |
| Allred Capital Management, LLC | 22,179 | $2.52M | 0.99% | −261−1.2% | Reduced |
| Lynx Capital Group Ltd | 22,188 | $2.52M | 1.63% | −855−3.7% | Reduced |