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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 26,153 | $2.97M | 0.47% | +1,416+5.7% | Added |
| Cornercap Investment Counsel Inc | 26,183 | $2.97M | 0.88% | −17,508−40.1% | Reduced |
| RMR Wealth Builders | 26,185 | $2.97M | 0.32% | −369−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 25,892 | $2.97M | 0.14% | −18,924−42.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 26,236 | $2.98M | 0.86% | +71+0.3% | Added |
| Trust Co of the South | 26,264 | $2.98M | 0.63% | +2,087+8.6% | Added |
| Next Level Private LLC | 26,316 | $2.99M | 1.22% | +469+1.8% | Added |
| Wellington Shields & Co., LLC | 26,416 | $3.00M | 0.91% | −100−0.4% | Reduced |
| Stonegate Investment Group, LLC | 26,646 | $3.03M | 0.08% | +74+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 26,652 | $3.03M | 0.35% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 26,670 | $3.03M | 0.52% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 26,671 | $3.03M | 1.02% | −799−2.9% | Reduced |
| Mather Group, LLC. | 26,716 | $3.03M | 0.04% | −9,031−25.3% | Reduced |
| Patten Group, Inc. | 26,736 | $3.04M | 0.67% | +1,645+6.6% | Added |
| Keene & Associates, Inc. | 26,755 | $3.04M | 2.30% | +570+2.2% | Added |
| Tevis Investment Management | 26,582 | $3.04M | 2.25% | +182+0.7% | Added |
| William B. Walkup & Associates, Inc. | 26,769 | $3.04M | 1.88% | −132−0.5% | Reduced |
| Stonebridge Capital Management Inc | 26,772 | $3.04M | 1.21% | −250−0.9% | Reduced |
| Roberts Wealth Advisors, LLC | 28,015 | $3.04M | 0.98% | +986+3.6% | Added |
| AIMZ Investment Advisors, LLC | 26,799 | $3.04M | 1.04% | +76+0.3% | Added |
| WealthShield Partners, LLC | 26,670 | $3.05M | 0.41% | +1,838+7.4% | Added |
| Garrett Investment Advisors LLC | 26,867 | $3.05M | 0.31% | +321+1.2% | Added |
| Gunn & Co Investment Management, Inc. | 26,882 | $3.05M | 2.10% | −308,380−92.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 26,911 | $3.06M | 0.06% | +1,660+6.6% | Added |
| Keystone Financial Group | 27,008 | $3.07M | 0.39% | +514+1.9% | Added |
| F/M Investments LLC | 27,040 | $3.07M | 0.10% | −5,286−16.4% | Reduced |
| Shufro Rose & Co LLC | 24,811 | $3.07M | 0.25% | 00.0% | Unchanged |
| Montecito Bank & Trust | 27,206 | $3.09M | 0.53% | +5,302+24.2% | Added |
| First PREMIER Bank | 27,217 | $3.09M | 0.77% | −608−2.2% | Reduced |
| Norden Group LLC | 27,233 | $3.09M | 0.37% | +12,057+79.4% | Added |
| Davidson Capital Management Inc. | 27,294 | $3.10M | 0.89% | +3,165+13.1% | Added |
| Palisade Asset Management, LLC | 27,314 | $3.10M | 0.30% | +133+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 27,331 | $3.10M | 0.24% | +766+2.9% | Added |
| Csenge Advisory Group | 28,312 | $3.11M | 0.16% | −1,954−6.5% | Reduced |
| Silvant Capital Management LLC | 27,174 | $3.11M | 0.14% | −2,900−9.6% | Reduced |
| Heritage Wealth Management, Inc. | 27,377 | $3.11M | 1.02% | −100−0.4% | Reduced |
| Phoenix Wealth Advisors | 27,378 | $3.11M | 1.44% | −866−3.1% | Reduced |
| Joel Isaacson & Co., LLC | 27,387 | $3.11M | 0.15% | +383+1.4% | Added |
| Morse Asset Management, Inc | 27,404 | $3.11M | 0.67% | −14,932−35.3% | Reduced |
| Cyrus J. Lawrence, LLC | 27,460 | $3.12M | 0.61% | −30−0.1% | Reduced |
| Agf Management Ltd | 27,481 | $3.12M | 0.02% | −20,100−42.2% | Reduced |
| Waycross Partners, LLC | 27,500 | $3.12M | 0.43% | +3,000+12.2% | Added |
| Atlantic Trust, LLC | 27,523 | $3.13M | 0.75% | −724−2.6% | Reduced |
| Delta Financial Group, Inc. | 27,531 | $3.13M | 1.16% | −65−0.2% | Reduced |
| Sepio Capital, LP | 27,577 | $3.13M | 0.24% | −1,311−4.5% | Reduced |
| Capstone Investment Advisors, LLC | 27,621 | $3.14M | 0.06% | +11,694+73.4% | Added |
| MV Capital Management, Inc. | 27,757 | $3.15M | 0.33% | +1,285+4.9% | Added |
| Brandywine Oak Private Wealth LLC | 27,852 | $3.16M | 0.31% | +412+1.5% | Added |
| Quadcap Wealth Management, LLC | 27,905 | $3.17M | 0.50% | −834−2.9% | Reduced |
| Wedmont Private Capital | 29,279 | $3.18M | 0.18% | −4,023−12.1% | Reduced |
| Chilton Investment Co LLC | 28,022 | $3.18M | 0.08% | −942−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,049 | $3.19M | 0.09% | −1,056−3.6% | Reduced |
| Simplicity Wealth,LLC | 28,121 | $3.19M | 0.30% | −163,086−85.3% | Reduced |
| Checchi Capital Advisers, LLC | 28,131 | $3.19M | 0.24% | −1,577−5.3% | Reduced |
| Vickerman Investment Advisors, Inc. | 28,132 | $3.19M | 0.94% | +133+0.5% | Added |
| Secure Asset Management, LLC | 28,154 | $3.20M | 0.54% | +1,647+6.2% | Added |
| Wilkinson Global Asset Management LLC | 28,155 | $3.20M | 0.19% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 28,182 | $3.20M | 1.06% | +3,056+12.2% | Added |
| Duncker Streett & Co Inc | 28,251 | $3.21M | 0.59% | +64+0.2% | Added |
| Horizon Investments, LLC | 28,272 | $3.21M | 0.09% | −1,496−5.0% | Reduced |
| NTV Asset Management LLC | 28,289 | $3.21M | 0.43% | −335−1.2% | Reduced |
| Vise Technologies, Inc. | 28,306 | $3.21M | 0.41% | −4,790−14.5% | Reduced |
| Pinpoint Asset Management Ltd | 28,349 | $3.22M | 0.69% | +7,266+34.5% | Added |
| Syon Capital LLC | 28,517 | $3.24M | 0.29% | −1,723−5.7% | Reduced |
| Harbor Advisory Corp | 28,536 | $3.24M | 1.06% | −35−0.1% | Reduced |
| Larson Financial Group LLC | 28,581 | $3.25M | 0.18% | +2,233+8.5% | Added |
| Paradigm Asset Management Co LLC | 28,688 | $3.26M | 0.85% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 28,721 | $3.26M | 0.19% | +5,925+26.0% | Added |
| Community Trust & Investment Co | 28,791 | $3.27M | 0.21% | +1,217+4.4% | Added |
| EverSource Wealth Advisors, LLC | 28,805 | $3.27M | 0.21% | −816−2.8% | Reduced |
| Chesapeake Asset Management LLC | 28,902 | $3.28M | 2.85% | −2,960−9.3% | Reduced |
| AdvisorNet Financial, Inc | 28,902 | $3.28M | 0.25% | −254−0.9% | Reduced |
| Empire Financial Management Company, LLC | 28,933 | $3.29M | 1.01% | −2,523−8.0% | Reduced |
| Harbor Investment Advisory, LLC | 28,978 | $3.29M | 0.32% | −1,329−4.4% | Reduced |
| Latko Wealth Management, Ltd. | 29,025 | $3.30M | 2.00% | +29,025 | New |
| Trust Asset Management LLC | 29,128 | $3.31M | 0.26% | 00.0% | Unchanged |
| American National Bank | 29,227 | $3.32M | 0.39% | −565−1.9% | Reduced |
| Harvey Investment Co LLC | 29,288 | $3.33M | 0.38% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 29,292 | $3.33M | 0.62% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 29,346 | $3.33M | 0.52% | +786+2.8% | Added |
| Boyd Watterson Asset Management LLC | 29,360 | $3.33M | 0.91% | +2,433+9.0% | Added |
| EagleClaw Capital Managment, LLC | 29,368 | $3.34M | 0.56% | −1,400−4.6% | Reduced |
| Lindbrook Capital, LLC | 29,398 | $3.34M | 0.30% | +8,985+44.0% | Added |
| Schonfeld Strategic Advisors LLC | 29,433 | $3.34M | 0.03% | −103,235−77.8% | Reduced |
| Central Pacific Bank - Trust Division | 29,487 | $3.35M | 0.42% | −5,950−16.8% | Reduced |
| AlphaCore Capital LLC | 29,300 | $3.35M | 0.76% | +1,281+4.6% | Added |
| Brighton Jones LLC | 29,568 | $3.36M | 0.13% | −2,174−6.8% | Reduced |
| Madison Asset Management, LLC | 29,582 | $3.36M | 0.04% | −1,326−4.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,688 | $3.37M | 0.85% | −129−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 29,777 | $3.38M | 0.18% | +390+1.3% | Added |
| Stone Point Wealth LLC | 29,883 | $3.39M | 1.09% | +70+0.2% | Added |
| Ancora Advisors, LLC | 29,920 | $3.40M | 0.08% | −14,687−32.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 29,952 | $3.40M | 0.69% | −7,001−18.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 29,980 | $3.40M | 0.63% | −2,655−8.1% | Reduced |
| Broadwater Capital Management LLC | 29,982 | $3.40M | 2.51% | −250−0.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 30,015 | $3.41M | 0.77% | +279+0.9% | Added |
| Fairhaven Wealth Management, LLC | 30,031 | $3.41M | 1.04% | −155−0.5% | Reduced |
| Callahan Advisors, LLC | 30,085 | $3.42M | 0.33% | −93−0.3% | Reduced |
| Magnetar Financial LLC | 30,113 | $3.42M | 0.07% | −402,986−93.0% | Reduced |
| Wills Financial Group, Inc. | 30,162 | $3.43M | 1.44% | +550+1.9% | Added |