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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 22,206 | $2.52M | 0.40% | −1,281−5.5% | Reduced |
| DAGCO, Inc. | 22,231 | $2.52M | 1.04% | −581−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 22,244 | $2.53M | 1.14% | +128+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 22,282 | $2.53M | 0.55% | +1,925+9.5% | Added |
| Eqis Capital Management, Inc. | 22,290 | $2.53M | 0.20% | +1,368+6.5% | Added |
| Bristlecone Advisors, LLC | 22,310 | $2.53M | 0.20% | +1,290+6.1% | Added |
| LMG Wealth Partners, LLC | 22,380 | $2.54M | 0.58% | +988+4.6% | Added |
| Massachusetts Wealth Management | 22,474 | $2.55M | 1.61% | +100+0.4% | Added |
| MMBG Investment Advisors Co. | 22,563 | $2.56M | 0.27% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 22,568 | $2.56M | 0.38% | −263−1.2% | Reduced |
| Fiduciary Group LLC | 22,589 | $2.57M | 0.26% | −929−4.0% | Reduced |
| Maxwell Wealth Strategies Inc. | 25,279 | $2.57M | 1.09% | +4,702+22.9% | Added |
| United Community Bank | 22,706 | $2.58M | 1.01% | −1,367−5.7% | Reduced |
| Nilsine Partners, LLC | 22,709 | $2.58M | 0.33% | −642−2.7% | Reduced |
| Hikari Power Ltd | 22,710 | $2.58M | 0.21% | 00.0% | Unchanged |
| City Holding Co | 22,725 | $2.58M | 0.36% | +2,741+13.7% | Added |
| Peoples Financial Services Corp. | 22,757 | $2.58M | 1.17% | −159−0.7% | Reduced |
| Americana Partners, LLC | 22,768 | $2.59M | 0.18% | +1,071+4.9% | Added |
| Northstar Group, Inc. | 22,805 | $2.59M | 0.45% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 22,812 | $2.59M | 1.62% | +1,067+4.9% | Added |
| Chelsea Counsel Co | 22,675 | $2.59M | 1.28% | −90−0.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 22,842 | $2.59M | 1.88% | −929−3.9% | Reduced |
| Forte Capital LLC | 22,885 | $2.60M | 0.29% | +4,540+24.7% | Added |
| First Hawaiian Bank | 22,896 | $2.60M | 0.08% | +1,499+7.0% | Added |
| Gifford Fong Associates | 22,900 | $2.60M | 0.65% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 22,905 | $2.60M | 0.44% | +278+1.2% | Added |
| Convergence Investment Partners, LLC | 23,039 | $2.62M | 0.71% | −3,131−12.0% | Reduced |
| PFG Advisors | 23,093 | $2.62M | 0.17% | −1,810−7.3% | Reduced |
| Paradigm Capital Management, LLC | 23,115 | $2.63M | 2.52% | +23,115 | New |
| Archer Investment Corp | 23,160 | $2.63M | 0.71% | −5,584−19.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,181 | $2.63M | 0.61% | −166−0.7% | Reduced |
| Marshall Financial Group LLC | 23,234 | $2.64M | 0.63% | +4,137+21.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,241 | $2.64M | 0.55% | +362+1.6% | Added |
| Malaga Cove Capital, LLC | 23,372 | $2.65M | 1.07% | +933+4.2% | Added |
| Affinity Investment Advisors, LLC | 23,414 | $2.66M | 1.82% | −222−0.9% | Reduced |
| Kestra Investment Management, LLC | 23,418 | $2.66M | 0.11% | +23,418 | New |
| Compass Ion Advisors, LLC | 23,450 | $2.66M | 0.33% | +114+0.5% | Added |
| Curbstone Financial Management Corp | 23,546 | $2.67M | 0.57% | +522+2.3% | Added |
| Cito Capital Group, LLC | 23,456 | $2.68M | 1.00% | +200+0.9% | Added |
| Trust Point Inc. | 23,629 | $2.68M | 0.20% | +4,258+22.0% | Added |
| Humankind Investments LLC | 23,661 | $2.69M | 0.97% | +4,348+22.5% | Added |
| Altfest L J & Co Inc | 23,717 | $2.69M | 0.36% | +1,509+6.8% | Added |
| Jeppson Wealth Management, LLC | 23,716 | $2.69M | 0.96% | −54−0.2% | Reduced |
| New England Research & Management, Inc. | 23,743 | $2.70M | 1.27% | +5,425+29.6% | Added |
| Bank of New Hampshire | 23,802 | $2.70M | 0.68% | +318+1.4% | Added |
| Kovack Advisors, Inc. | 23,905 | $2.71M | 0.29% | −2,064−7.9% | Reduced |
| Axiom Advisory, LLC | 22,900 | $2.72M | 0.03% | +876+4.0% | Added |
| Bowman & Co S.C. | 23,969 | $2.72M | 1.43% | +2,184+10.0% | Added |
| Sectoral Asset Management Inc | 24,000 | $2.73M | 1.61% | −62,500−72.3% | Reduced |
| AlphaCentric Advisors LLC | 24,000 | $2.73M | 2.03% | +24,000 | New |
| Clarius Group, LLC | 23,861 | $2.73M | 0.19% | −1,085−4.3% | Reduced |
| Allen Wealth Management, LLC | 24,024 | $2.73M | 1.89% | +1,940+8.8% | Added |
| Hall Laurie J Trustee | 24,084 | $2.73M | 0.87% | −200−0.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 24,193 | $2.75M | 0.63% | −3,462−12.5% | Reduced |
| Parcion Private Wealth LLC | 24,232 | $2.75M | 0.23% | +3,734+18.2% | Added |
| Farther Finance Advisors, LLC | 24,287 | $2.76M | 0.10% | −520−2.1% | Reduced |
| Strategic Financial Services, Inc, | 24,298 | $2.76M | 0.16% | −39−0.2% | Reduced |
| Marion Wealth Management | 24,339 | $2.76M | 0.74% | +1,346+5.9% | Added |
| Gould Capital, LLC | 24,368 | $2.77M | 1.82% | −52−0.2% | Reduced |
| IFP Advisors, Inc | 24,440 | $2.78M | 0.10% | +3,511+16.8% | Added |
| Change Path, LLC | 24,450 | $2.78M | 0.09% | +13,324+119.8% | Added |
| Princeton Capital Management LLC | 24,493 | $2.78M | 0.88% | +62+0.3% | Added |
| Brasada Capital Management, LP | 24,853 | $2.79M | 0.49% | +1,971+8.6% | Added |
| Northcape Wealth Management, LLC | 24,544 | $2.79M | 0.91% | +2,238+10.0% | Added |
| Financial Advisory Partners, LLC | 24,547 | $2.79M | 0.93% | −594−2.4% | Reduced |
| Valmark Advisers, Inc. | 24,571 | $2.79M | 0.04% | +425+1.8% | Added |
| Princeton Global Asset Management LLC | 24,582 | $2.79M | 0.54% | +827+3.5% | Added |
| Forum Financial Management, LP | 24,593 | $2.79M | 0.05% | +1,899+8.4% | Added |
| Brendel Financial Advisors LLC | 24,656 | $2.80M | 1.59% | −30.0% | Reduced |
| Insight Advisors, LLC | 24,772 | $2.81M | 0.49% | −26−0.1% | Reduced |
| First City Capital Management, Inc. | 24,781 | $2.81M | 1.45% | −2,101−7.8% | Reduced |
| Capital Investment Advisory Services, LLC | 24,790 | $2.82M | 0.27% | −1,987−7.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 24,810 | $2.82M | 0.06% | −1,335−5.1% | Reduced |
| Aigen Investment Management, LP | 24,841 | $2.82M | 0.55% | −4,491−15.3% | Reduced |
| Alliance Wealth Advisors, LLC | 24,948 | $2.83M | 0.74% | +1,122+4.7% | Added |
| Advisor OS, LLC | 24,993 | $2.84M | 0.28% | +164+0.7% | Added |
| Cypress Capital, LLC | 25,007 | $2.84M | 0.73% | +528+2.2% | Added |
| Mayflower Financial Advisors, LLC | 25,122 | $2.85M | 0.43% | −1,263−4.8% | Reduced |
| Chicago Capital, LLC | 25,147 | $2.86M | 0.08% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 25,153 | $2.86M | 1.47% | +1,240+5.2% | Added |
| Kerusso Capital Management LLC | 25,167 | $2.86M | 1.82% | +1,533+6.5% | Added |
| Murphy Pohlad Asset Management LLC | 25,208 | $2.86M | 1.19% | −808−3.1% | Reduced |
| First Dallas Securities Inc. | 25,231 | $2.87M | 1.20% | +2,904+13.0% | Added |
| Sage Mountain Advisors LLC | 25,327 | $2.88M | 0.25% | +83+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 25,352 | $2.88M | 0.20% | +1,005+4.1% | Added |
| ESG Planning | 25,397 | $2.88M | 1.89% | +5,593+28.2% | Added |
| Wellington Wealth Strategies, LLC. | 28,221 | $2.89M | 2.19% | +28,221 | New |
| Ellis Investment Partners, LLC | 25,507 | $2.90M | 0.56% | +1,584+6.6% | Added |
| Hudock, Inc. | 25,523 | $2.90M | 0.50% | −1,306−4.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 25,533 | $2.90M | 0.44% | +2,102+9.0% | Added |
| Werlinich Asset Management, LLC | 25,590 | $2.91M | 1.69% | 00.0% | Unchanged |
| Key Financial Inc | 25,677 | $2.92M | 0.64% | +147+0.6% | Added |
| Legacy Private Trust Co. | 25,711 | $2.92M | 0.20% | +537+2.1% | Added |
| Hayek Kallen Investment Management | 25,747 | $2.92M | 1.04% | −52−0.2% | Reduced |
| Independent Financial Group, LLC | 25,777 | $2.93M | 0.11% | −4,057−13.6% | Reduced |
| Commonwealth Retirement Investments LLC | 25,839 | $2.93M | 1.23% | −1,930−7.0% | Reduced |
| Stolper Co | 25,867 | $2.94M | 0.96% | −399−1.5% | Reduced |
| Arvest Bank Trust Division | 26,072 | $2.96M | 0.17% | +26,072 | New |
| Aries Wealth Management | 26,080 | $2.96M | 0.81% | +718+2.8% | Added |
| Cigna Investments Inc | 26,130 | $2.97M | 0.53% | −351−1.3% | Reduced |