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 |
|---|---|---|---|---|---|
| Mogy Joel R Investment Counsel Inc | 30,223 | $3.43M | 0.21% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 30,250 | $3.44M | 0.03% | +75+0.2% | Added |
| Windward Capital Management Co | 30,272 | $3.44M | 0.26% | +1,766+6.2% | Added |
| Little House Capital LLC | 30,351 | $3.45M | 0.99% | +1,399+4.8% | Added |
| High Note Wealth, LLC | 30,359 | $3.45M | 0.99% | +34+0.1% | Added |
| Hamilton Wealth, LLC | 30,391 | $3.45M | 0.84% | +1,800+6.3% | Added |
| Arete Wealth Advisors, LLC | 30,409 | $3.46M | 0.30% | −3,466−10.2% | Reduced |
| Financial Partners Group, LLC | 30,465 | $3.46M | 1.30% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 30,677 | $3.48M | 0.39% | −175−0.6% | Reduced |
| Welch Group, LLC | 30,700 | $3.49M | 0.15% | +46+0.2% | Added |
| First Financial Bank - Trust Division | 30,707 | $3.49M | 0.32% | −663−2.1% | Reduced |
| TSP Capital Management Group, LLC | 30,726 | $3.49M | 1.08% | −950−3.0% | Reduced |
| Blue Fin Capital, Inc. | 30,750 | $3.49M | 0.66% | −51−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 30,753 | $3.49M | 0.73% | +2,245+7.9% | Added |
| Trivant Custom Portfolio Group, LLC | 30,901 | $3.51M | 2.02% | −2,056−6.2% | Reduced |
| Romano Brothers and Company | 30,933 | $3.51M | 0.44% | +1,670+5.7% | Added |
| Atomi Financial Group, Inc. | 31,018 | $3.52M | 0.22% | −1,282−4.0% | Reduced |
| Washington Trust Co | 31,109 | $3.53M | 0.12% | −1,980−6.0% | Reduced |
| Alpha Omega Wealth Management LLC | 31,190 | $3.54M | 0.65% | −671−2.1% | Reduced |
| Angeles Wealth Management, LLC | 31,242 | $3.55M | 0.31% | +3,830+14.0% | Added |
| Waldron Private Wealth LLC | 31,257 | $3.55M | 0.15% | −33−0.1% | Reduced |
| CX Institutional | 31,321 | $3.56M | 0.16% | −51,605−62.2% | Reduced |
| Addison Capital Co | 31,411 | $3.57M | 1.44% | +50.0% | Added |
| Iowa State Bank | 31,470 | $3.57M | 0.73% | −876−2.7% | Reduced |
| Money Concepts Capital Corp | 31,484 | $3.58M | 0.27% | −266−0.8% | Reduced |
| Moody National Bank Trust Division | 31,488 | $3.58M | 0.38% | −295−0.9% | Reduced |
| Abbot Financial Management, Inc. | 31,502 | $3.58M | 1.80% | +490+1.6% | Added |
| Gilliland Jeter Wealth Management LLC | 31,564 | $3.58M | 1.16% | −357−1.1% | Reduced |
| RNC Capital Management LLC | 28,979 | $3.59M | 0.20% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 31,631 | $3.59M | 0.85% | +4,027+14.6% | Added |
| Morton Community Bank | 31,671 | $3.60M | 0.94% | +67+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.60M | 0.78% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31,509 | $3.60M | 0.75% | +710+2.3% | Added |
| AlphaStar Capital Management, LLC | 31,746 | $3.61M | 0.29% | +2,078+7.0% | Added |
| Court Place Advisors, LLC | 31,756 | $3.61M | 1.05% | −208−0.7% | Reduced |
| BFSG, LLC | 31,762 | $3.61M | 0.42% | +923+3.0% | Added |
| Franklin Street Advisors Inc | 31,773 | $3.61M | 0.24% | −397−1.2% | Reduced |
| Intrust Bank NA | 31,868 | $3.62M | 0.36% | −1,805−5.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,886 | $3.62M | 2.58% | −75−0.2% | Reduced |
| Berkshire Bank | 31,915 | $3.62M | 0.85% | −1,115−3.4% | Reduced |
| Lakeview Capital Partners, LLC | 31,926 | $3.63M | 0.58% | +6,401+25.1% | Added |
| Chatham Capital Group, Inc. | 31,956 | $3.63M | 0.59% | −11,771−26.9% | Reduced |
| Qtron Investments LLC | 31,963 | $3.63M | 0.50% | 00.0% | Unchanged |
| Marathon Capital Management | 31,964 | $3.63M | 0.88% | −100−0.3% | Reduced |
| Golden State Equity Partners | 32,166 | $3.65M | 0.57% | +3,829+13.5% | Added |
| Lodestone Wealth Management LLC | 32,169 | $3.65M | 1.85% | −1,175−3.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 32,187 | $3.66M | 1.11% | +1,250+4.0% | Added |
| Graypoint LLC | 32,252 | $3.66M | 0.23% | −1,038−3.1% | Reduced |
| Mechanics Bank Trust Department | 32,328 | $3.67M | 0.49% | +354+1.1% | Added |
| Liberty One Investment Management, LLC | 32,331 | $3.67M | 0.38% | +2,130+7.1% | Added |
| Main Street Financial Solutions, LLC | 32,419 | $3.68M | 0.34% | +6,204+23.7% | Added |
| Allegheny Financial Group LTD | 32,542 | $3.70M | 0.91% | −167−0.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 32,556 | $3.70M | 2.95% | −149−0.5% | Reduced |
| Rehmann Capital Advisory Group | 32,857 | $3.73M | 0.24% | +2,707+9.0% | Added |
| Transform Wealth, LLC | 32,639 | $3.73M | 0.25% | +16,287+99.6% | Added |
| McGinn Investment Management, Inc. | 32,874 | $3.73M | 2.48% | +280+0.9% | Added |
| Thoroughbred Financial Services, LLC | 32,911 | $3.74M | 0.24% | −9,228−21.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 32,966 | $3.74M | 0.69% | −879−2.6% | Reduced |
| Mission Wealth Management, LP | 33,050 | $3.75M | 0.09% | +43+0.1% | Added |
| Independence Bank of Kentucky | 33,064 | $3.75M | 0.81% | +3,788+12.9% | Added |
| Horizon Kinetics Asset Management LLC | 33,192 | $3.77M | 0.06% | +7,258+28.0% | Added |
| Glass Wealth Management Co LLC | 33,269 | $3.78M | 2.09% | +613+1.9% | Added |
| Johnson Financial Group, Inc. | 33,147 | $3.79M | 0.17% | +6,142+22.7% | Added |
| Essex Savings Bank | 33,636 | $3.82M | 0.95% | +2,690+8.7% | Added |
| Lineweaver Wealth Advisors, LLC | 33,670 | $3.82M | 0.73% | +2,614+8.4% | Added |
| Planning Capital Management Corp | 33,840 | $3.84M | 2.55% | −4,521−11.8% | Reduced |
| Marietta Investment Partners LLC | 33,844 | $3.84M | 0.82% | −106−0.3% | Reduced |
| Smartleaf Asset Management LLC | 33,867 | $3.85M | 0.47% | +5,625+19.9% | Added |
| Portfolio Design Labs, LLC | 33,944 | $3.85M | 1.08% | +360+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.86M | 1.14% | 00.0% | Unchanged |
| Essex LLC | 34,002 | $3.86M | 0.79% | −1,659−4.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 34,028 | $3.86M | 1.17% | +149+0.4% | Added |
| South State Corp. | 34,044 | $3.87M | 0.27% | −95−0.3% | Reduced |
| Financial Advisory Service, Inc. | 34,121 | $3.87M | 0.31% | +1,359+4.1% | Added |
| Tealwood Asset Management Inc | 34,200 | $3.88M | 1.70% | −245−0.7% | Reduced |
| Neo Ivy Capital Management | 34,330 | $3.90M | 1.26% | +34,330 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,371 | $3.90M | 0.59% | −179−0.5% | Reduced |
| Family Legacy, Inc. | 34,432 | $3.91M | 1.30% | +201+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,553 | $3.92M | 0.11% | +3,250+10.4% | Added |
| PKO Investment Management Joint-Stock Co | 34,676 | $3.94M | 0.49% | +6,000+20.9% | Added |
| Charter Research & Investment Group, Inc. | 34,713 | $3.94M | 2.91% | −225−0.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 34,843 | $3.96M | 0.58% | +1,423+4.3% | Added |
| Richard P Slaughter Associates Inc | 34,854 | $3.96M | 0.92% | +4,766+15.8% | Added |
| Alberta Investment Management Corp | 34,900 | $3.96M | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34,929 | $3.97M | 0.28% | −1,071−3.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 34,997 | $3.97M | 0.80% | +1,505+4.5% | Added |
| Opus Investment Management Inc | 35,000 | $3.97M | 2.79% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 34,874 | $3.99M | 0.10% | +2,163+6.6% | Added |
| Pegasus Asset Management, Inc. | 35,151 | $3.99M | 1.52% | +103+0.3% | Added |
| Harbour Capital Advisors, LLC | 36,234 | $4.00M | 0.92% | −30−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 35,162 | $4.02M | 1.44% | +641+1.9% | Added |
| Marino, Stram & Associates LLC | 35,450 | $4.03M | 0.90% | +232+0.7% | Added |
| Inscription Capital, LLC | 35,496 | $4.03M | 0.60% | −1,646−4.4% | Reduced |
| Meritage Portfolio Management | 35,534 | $4.04M | 0.25% | −1,498−4.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 35,537 | $4.04M | 2.54% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 35,806 | $4.07M | 0.14% | −2,442−6.4% | Reduced |
| First National Bank & Trust Co of Newtown | 35,882 | $4.07M | 0.78% | +216+0.6% | Added |
| Strategy Asset Managers LLC | 36,005 | $4.09M | 0.78% | −12,053−25.1% | Reduced |
| KMG Fiduciary Partners, LLC | 36,052 | $4.09M | 0.35% | −1,583−4.2% | Reduced |
| Nelson Capital Management, LLC | 36,126 | $4.10M | 0.69% | +904+2.6% | Added |