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 |
|---|---|---|---|---|---|
| Stonebrook Private Inc. | 36,147 | $4.10M | 1.09% | −1,225−3.3% | Reduced |
| Uncommon Cents Investing LLC | 36,183 | $4.11M | 1.15% | −345−0.9% | Reduced |
| Martin Capital Partners, LLC | 36,193 | $4.11M | 2.03% | −11,853−24.7% | Reduced |
| Jarislowsky, Fraser Ltd | 36,320 | $4.12M | 0.02% | +130+0.4% | Added |
| Allen Investment Management LLC | 36,424 | $4.14M | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 38,817 | $4.14M | 0.30% | −7,924−17.0% | Reduced |
| Conning Inc. | 36,473 | $4.14M | 0.14% | −212−0.6% | Reduced |
| Family Management Corp | 36,665 | $4.16M | 0.69% | +5,750+18.6% | Added |
| Ronald Blue Trust, Inc. | 33,675 | $4.17M | 0.05% | +15,026+80.6% | Added |
| White Pine Capital LLC | 36,817 | $4.18M | 1.43% | +40+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 36,985 | $4.20M | 1.53% | +1,053+2.9% | Added |
| Berry Wealth Group, LP | 37,033 | $4.21M | 3.01% | +540+1.5% | Added |
| Hancock Whitney Corp | 37,110 | $4.21M | 0.14% | −1,873−4.8% | Reduced |
| AMG National Trust Bank | 37,116 | $4.21M | 0.11% | −5,505−12.9% | Reduced |
| Costello Asset Management, INC | 37,272 | $4.23M | 2.83% | +2,947+8.6% | Added |
| Herold Advisors, Inc. | 37,279 | $4.23M | 0.92% | +70+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 37,332 | $4.24M | 0.80% | +672+1.8% | Added |
| New England Asset Management Inc | 37,355 | $4.24M | 0.66% | +1,085+3.0% | Added |
| Scissortail Wealth Management, LLC | 392 | $4.24M | 1.03% | −35,845−98.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 37,367 | $4.24M | 0.67% | +240+0.6% | Added |
| Bremer Bank National Association | 37,430 | $4.25M | 0.80% | −1,124−2.9% | Reduced |
| Coastline Trust Co | 37,440 | $4.25M | 0.50% | +941+2.6% | Added |
| Mirabaud & Cie SA | 37,529 | $4.26M | 1.24% | −6,741−15.2% | Reduced |
| SeaCrest Wealth Management, LLC | 37,626 | $4.27M | 0.46% | −772−2.0% | Reduced |
| CWA Asset Management Group, LLC | 37,681 | $4.28M | 0.23% | +37,681 | New |
| Cobblestone Capital Advisors LLC | 37,710 | $4.28M | 0.24% | +215+0.6% | Added |
| Legato Capital Management LLC | 37,818 | $4.29M | 0.53% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 37,834 | $4.30M | 0.37% | +829+2.2% | Added |
| Leelyn Smith, LLC | 37,836 | $4.30M | 0.78% | +950+2.6% | Added |
| Sigma Planning Corp | 37,916 | $4.31M | 0.13% | −430−1.1% | Reduced |
| Winton Group Ltd | 38,049 | $4.32M | 0.30% | +11,135+41.4% | Added |
| Seven Eight Capital, LP | 38,198 | $4.34M | 0.39% | +20,506+115.9% | Added |
| Kensington Investment Counsel, LLC | 38,230 | $4.34M | 1.81% | +550+1.5% | Added |
| Resources Management Corp | 38,238 | $4.34M | 0.59% | +11,341+42.2% | Added |
| Strengthening Families & Communities, LLC | 38,239 | $4.34M | 1.11% | +2,046+5.7% | Added |
| Buckingham Strategic Partners | 38,280 | $4.35M | 0.09% | −658−1.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 43,234 | $4.35M | 0.76% | −8,043−15.7% | Reduced |
| Arvest Investments, Inc. | 38,540 | $4.38M | 0.66% | +1,367+3.7% | Added |
| Red Cedar Investment Management, LLC | 38,559 | $4.38M | 0.56% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 38,690 | $4.39M | 0.20% | +14,713+61.4% | Added |
| TrinityPoint Wealth, LLC | 38,818 | $4.41M | 0.63% | −34,127−46.8% | Reduced |
| Altrius Capital Management Inc | 38,928 | $4.42M | 1.11% | +1,827+4.9% | Added |
| St Germain D J Co Inc | 38,937 | $4.42M | 0.20% | +4,536+13.2% | Added |
| MainStreet Investment Advisors LLC | 39,089 | $4.44M | 0.59% | −15,211−28.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 39,150 | $4.45M | 0.73% | −1,200−3.0% | Reduced |
| Howland Capital Management LLC | 38,956 | $4.45M | 0.19% | −11,554−22.9% | Reduced |
| Red Spruce Capital, LLC | 39,440 | $4.48M | 2.04% | −159−0.4% | Reduced |
| Hendley & Co Inc | 39,439 | $4.48M | 1.56% | −100−0.3% | Reduced |
| StoneX Group Inc. | 39,214 | $4.48M | 0.33% | +1,510+4.0% | Added |
| Dean Investment Associates, LLC | 39,568 | $4.49M | 0.61% | −1,228−3.0% | Reduced |
| Fidelis Capital Partners, LLC | 42,274 | $4.50M | 0.54% | +1,298+3.2% | Added |
| Bray Capital Advisors | 39,606 | $4.50M | 1.10% | −732−1.8% | Reduced |
| Proequities, Inc. | 39,518 | $4.52M | 0.27% | −1,570−3.8% | Reduced |
| NorthRock Partners, LLC | 39,547 | $4.52M | 0.15% | −4,079−9.3% | Reduced |
| Richard Bernstein Advisors LLC | 39,829 | $4.52M | 0.10% | −4,216−9.6% | Reduced |
| Entropy Technologies, LP | 39,839 | $4.52M | 0.47% | +30,398+322.0% | Added |
| Petredis Investment Advisors LLC | 39,850 | $4.53M | 0.48% | +171+0.4% | Added |
| DT Investment Partners, LLC | 39,851 | $4.53M | 0.37% | −190.0% | Reduced |
| Hengehold Capital Management LLC | 39,877 | $4.53M | 0.43% | +1,045+2.7% | Added |
| Texas Yale Capital Corp. | 39,938 | $4.54M | 0.20% | −435−1.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 39,946 | $4.54M | 1.35% | +852+2.2% | Added |
| SS&H Financial Advisors, Inc. | 40,062 | $4.55M | 1.66% | −100−0.2% | Reduced |
| Trajan Wealth LLC | 40,085 | $4.55M | 0.27% | +4,603+13.0% | Added |
| Horan Capital Advisors, LLC. | 40,134 | $4.56M | 1.51% | −119−0.3% | Reduced |
| Aviance Capital Partners, LLC | 40,217 | $4.57M | 0.60% | +68+0.2% | Added |
| Nomura Holdings Inc | 40,288 | $4.58M | 0.03% | −21,817−35.1% | Reduced |
| Whitener Capital Management, Inc. | 40,303 | $4.58M | 1.30% | −411−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 40,048 | $4.58M | 0.17% | +797+2.0% | Added |
| Gateway Advisory, LLC | 40,463 | $4.59M | 0.74% | +520+1.3% | Added |
| Asio Capital, LLC | 40,535 | $4.60M | 0.87% | +4,418+12.2% | Added |
| TFC Financial Management | 40,955 | $4.65M | 0.74% | +590+1.5% | Added |
| Shepherd Financial Partners LLC | 40,984 | $4.65M | 0.56% | +929+2.3% | Added |
| IHT Wealth Management, LLC | 41,099 | $4.67M | 0.13% | +4,966+13.7% | Added |
| XTX Topco Ltd | 41,149 | $4.67M | 0.34% | +2,977+7.8% | Added |
| QV Investors Inc. | 41,212 | $4.68M | 0.41% | +240+0.6% | Added |
| Keel Point, LLC | 41,255 | $4.68M | 0.39% | +1,622+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,374 | $4.70M | 0.17% | +3,557+9.4% | Added |
| Penobscot Investment Management Company, Inc. | 41,389 | $4.70M | 0.42% | +3,433+9.0% | Added |
| Searle & Co. | 41,393 | $4.70M | 1.17% | −22,928−35.6% | Reduced |
| Hallmark Capital Management Inc | 41,489 | $4.71M | 0.35% | +78+0.2% | Added |
| Cozad Asset Management Inc | 41,531 | $4.72M | 0.45% | −1,366−3.2% | Reduced |
| Confluence Wealth Services, Inc. | 41,553 | $4.72M | 0.35% | −1,304−3.0% | Reduced |
| Beach Investment Counsel Inc | 41,673 | $4.73M | 0.59% | −400−1.0% | Reduced |
| Westover Capital Advisors, LLC | 41,709 | $4.74M | 0.91% | −807−1.9% | Reduced |
| GSB Wealth Management, LLC | 41,806 | $4.75M | 1.21% | +5,333+14.6% | Added |
| Journey Advisory Group, LLC | 38,500 | $4.77M | 0.57% | +550+1.4% | Added |
| Finer Wealth Management, Inc. | 42,036 | $4.77M | 2.95% | −954−2.2% | Reduced |
| Spinnaker Trust | 42,079 | $4.78M | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 42,194 | $4.79M | 1.42% | −296−0.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 42,217 | $4.79M | 1.87% | +1,440+3.5% | Added |
| Bellevue Group AG | 42,233 | $4.80M | 0.08% | −32,476−43.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 42,267 | $4.80M | 0.33% | +760+1.8% | Added |
| Globeflex Capital L P | 42,311 | $4.80M | 0.46% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 42,361 | $4.81M | 0.34% | +1,625+4.0% | Added |
| RFG Advisory, LLC | 42,490 | $4.83M | 0.15% | −6,225−12.8% | Reduced |
| Beech Hill Advisors, Inc. | 42,511 | $4.83M | 1.83% | +4,819+12.8% | Added |
| Oak Harvest Investment Services | 42,539 | $4.83M | 0.69% | +3,184+8.1% | Added |
| Arkadios Wealth Advisors | 42,609 | $4.84M | 0.27% | +757+1.8% | Added |
| Fred Alger Management, LLC | 42,626 | $4.84M | 0.02% | −50,673−54.3% | Reduced |
| Stokes Capital Advisors, LLC | 42,753 | $4.86M | 1.24% | +3,547+9.0% | Added |