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 |
|---|---|---|---|---|---|
| Trust Co of Kansas | 42,793 | $4.86M | 2.36% | +584+1.4% | Added |
| Private Trust Co NA | 43,040 | $4.89M | 0.49% | −6,464−13.1% | Reduced |
| RBA Wealth Management, LLC | 43,097 | $4.89M | 1.89% | +1,045+2.5% | Added |
| Rench Wealth Management, Inc. | 43,116 | $4.90M | 1.68% | +564+1.3% | Added |
| Cullinan Associates Inc | 46,268 | $4.94M | 0.28% | +2,300+5.2% | Added |
| Rowland & Co Investment Counsel | 43,548 | $4.95M | 1.00% | +70+0.2% | Added |
| West Michigan Advisors, LLC | 43,385 | $4.96M | 1.50% | −39−0.1% | Reduced |
| Bailard, Inc. | 43,716 | $4.96M | 0.13% | +722+1.7% | Added |
| Graham Capital Management, L.P. | 43,756 | $4.97M | 0.16% | +36,033+466.6% | Added |
| Univest Financial Corp | 43,802 | $4.97M | 0.33% | +34,695+381.0% | Added |
| GM Advisory Group, Inc. | 43,837 | $4.98M | 0.30% | +1,463+3.5% | Added |
| Bayesian Capital Management, LP | 43,855 | $4.98M | 0.58% | +40,455+1,189.9% | Added |
| Cypress Asset Management Inc | 43,878 | $4.98M | 1.24% | +2,864+7.0% | Added |
| Studio Investment Management LLC | 43,611 | $4.99M | 1.05% | +158+0.4% | Added |
| GYL Financial Synergies, LLC | 43,908 | $4.99M | 0.37% | −21,268−32.6% | Reduced |
| Birmingham Capital Management Co Inc | 43,971 | $4.99M | 1.82% | +2,675+6.5% | Added |
| BigSur Wealth Management LLC | 43,710 | $5.00M | 1.38% | +5,592+14.7% | Added |
| Foster & Motley Inc | 44,039 | $5.00M | 0.32% | +184+0.4% | Added |
| Eisler Capital (UK) Ltd. | 44,126 | $5.01M | 1.19% | +44,126 | New |
| Bank Ozk | 44,127 | $5.01M | 2.07% | −104−0.2% | Reduced |
| Sandy Spring Bank | 44,161 | $5.01M | 0.21% | −309−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 44,188 | $5.02M | 0.28% | −322−0.7% | Reduced |
| Manchester Capital Management LLC | 44,236 | $5.02M | 0.59% | −223−0.5% | Reduced |
| Concord Wealth Partners | 44,297 | $5.03M | 0.84% | +9,991+29.1% | Added |
| Global Retirement Partners, LLC | 44,302 | $5.03M | 0.15% | −297−0.7% | Reduced |
| River Wealth Advisors LLC | 44,318 | $5.03M | 0.67% | +3,665+9.0% | Added |
| Azzad Asset Management Inc | 44,373 | $5.04M | 0.57% | +603+1.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,443 | $5.05M | 0.85% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 44,709 | $5.08M | 0.63% | −11,809−20.9% | Reduced |
| Concord Asset Management, LLC | 44,715 | $5.08M | 1.15% | +12,075+37.0% | Added |
| Clear Harbor Asset Management, LLC | 44,806 | $5.09M | 0.42% | −67−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 44,809 | $5.09M | 0.22% | −7,663−14.6% | Reduced |
| Scott & Selber, Inc. | 44,818 | $5.09M | 1.58% | −217−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 44,865 | $5.09M | 1.18% | −27,533−38.0% | Reduced |
| Ninety One UK Ltd | 44,987 | $5.11M | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 45,282 | $5.14M | 3.13% | +728+1.6% | Added |
| Capital Planning Advisors, LLC | 45,289 | $5.14M | 0.78% | +2,691+6.3% | Added |
| Philip James Wealth Mangement, LLC | 45,357 | $5.15M | 0.63% | +45,357 | New |
| Community Bank & Trust, Waco, Texas | 45,389 | $5.15M | 1.16% | −3,199−6.6% | Reduced |
| GAMMA Investing LLC | 45,418 | $5.16M | 0.51% | +6,007+15.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 45,698 | $5.19M | 1.95% | −1,446−3.1% | Reduced |
| Roundview Capital LLC | 45,751 | $5.20M | 0.38% | +78+0.2% | Added |
| Cypress Capital Group | 45,883 | $5.21M | 0.59% | +1,292+2.9% | Added |
| Ascent Group, LLC | 45,931 | $5.22M | 0.40% | −1,821−3.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 46,022 | $5.23M | 2.01% | +1,505+3.4% | Added |
| Shorepoint Capital Partners LLC | 46,202 | $5.25M | 1.19% | −1,666−3.5% | Reduced |
| Montgomery Investment Management Inc | 46,323 | $5.26M | 1.90% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46,777 | $5.31M | 0.36% | −8,212−14.9% | Reduced |
| Hennessy Advisors Inc | 46,950 | $5.33M | 0.17% | +3,750+8.7% | Added |
| Holderness Investments Co | 46,984 | $5.34M | 1.16% | +24+0.1% | Added |
| FRG Family Wealth Advisors LLC | 47,107 | $5.35M | 0.96% | −420−0.9% | Reduced |
| Citizens National Bank Trust Department | 47,278 | $5.37M | 1.13% | −337−0.7% | Reduced |
| Teza Capital Management LLC | 47,310 | $5.37M | 0.59% | +34,114+258.5% | Added |
| Pittenger & Anderson Inc | 47,387 | $5.38M | 0.20% | +425+0.9% | Added |
| Thomasville National Bank | 47,496 | $5.39M | 0.40% | −315−0.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 47,536 | $5.40M | 3.19% | +406+0.9% | Added |
| Nations Financial Group Inc, | 47,593 | $5.40M | 0.39% | +2,321+5.1% | Added |
| Meeder Advisory Services, Inc. | 47,594 | $5.40M | 0.35% | −2,011−4.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 51,860 | $5.41M | 1.29% | −769−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 47,618 | $5.41M | 0.99% | +47,618 | New |
| Plimoth Trust Co LLC | 47,635 | $5.41M | 1.36% | +1,954+4.3% | Added |
| Avitas Wealth Management LLC | 47,722 | $5.42M | 0.76% | +634+1.3% | Added |
| Leonteq Securities AG | 47,741 | $5.42M | 0.64% | +25,639+116.0% | Added |
| Patrick M Sweeney & Associates, Inc | 47,789 | $5.43M | 3.99% | +553+1.2% | Added |
| Raab & Moskowitz Asset Management LLC | 47,846 | $5.43M | 1.38% | +1,048+2.2% | Added |
| Qsemble Capital Management, LP | 47,854 | $5.43M | 1.00% | +22,480+88.6% | Added |
| Covea Finance | 48,000 | $5.45M | 0.24% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 48,026 | $5.45M | 2.26% | +760+1.6% | Added |
| Icon Wealth Advisors, LLC | 48,074 | $5.46M | 0.45% | +3,970+9.0% | Added |
| Excalibur Management Corp | 48,138 | $5.47M | 2.08% | −436−0.9% | Reduced |
| Consolidated Planning Corp | 48,365 | $5.49M | 0.82% | −1,230−2.5% | Reduced |
| Brown Shipley& Co Ltd | 48,419 | $5.50M | 2.70% | −1,833−3.6% | Reduced |
| Tower Bridge Advisors | 48,500 | $5.51M | 0.57% | +1,405+3.0% | Added |
| New Hampshire Trust | 48,542 | $5.51M | 1.18% | −86−0.2% | Reduced |
| Hudson Value Partners, LLC | 48,624 | $5.52M | 2.15% | +4,363+9.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 48,640 | $5.52M | 1.25% | +1,265+2.7% | Added |
| Profund Advisors LLC | 48,669 | $5.53M | 0.21% | +1,565+3.3% | Added |
| Ostrum Asset Management | 48,712 | $5.53M | 0.46% | +10,072+26.1% | Added |
| Baugh & Associates, LLC | 50,823 | $5.53M | 2.85% | +4,541+9.8% | Added |
| Hilton Capital Management, LLC | 48,793 | $5.54M | 0.43% | +860+1.8% | Added |
| Mesirow Financial Investment Management, Inc. | 48,813 | $5.54M | 0.11% | −23,607−32.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 48,948 | $5.56M | 1.95% | +1,561+3.3% | Added |
| Albion Financial Group | 48,953 | $5.56M | 0.39% | +688+1.4% | Added |
| Wealthcare Advisory Partners LLC | 49,240 | $5.59M | 0.16% | −2,766−5.3% | Reduced |
| Oxbow Advisors, LLC | 49,278 | $5.60M | 0.56% | +25,836+110.2% | Added |
| HBK Sorce Advisory LLC | 49,331 | $5.60M | 0.17% | −396−0.8% | Reduced |
| Stablepoint Partners, LLC | 49,442 | $5.61M | 1.02% | +552+1.1% | Added |
| First Citizens Bank & Trust Co | 49,681 | $5.64M | 0.12% | −57−0.1% | Reduced |
| Martin Investment Management, LLC | 49,682 | $5.64M | 1.38% | +2,900+6.2% | Added |
| Letson Investment Management, Inc. | 49,713 | $5.65M | 2.22% | +473+1.0% | Added |
| Chicago Trust Co NA | 49,732 | $5.65M | 0.97% | +2,590+5.5% | Added |
| NBC Securities, Inc. | 49,779 | $5.65M | 0.47% | +2,207+4.6% | Added |
| Eagle Rock Investment Company, LLC | 49,789 | $5.65M | 0.95% | −764−1.5% | Reduced |
| Ritholtz Wealth Management | 49,993 | $5.68M | 0.17% | −109−0.2% | Reduced |
| Merit Financial Group, LLC | 50,037 | $5.68M | 0.13% | −4,763−8.7% | Reduced |
| Integrated Advisors Network LLC | 50,192 | $5.70M | 0.27% | +1,628+3.4% | Added |
| Edgemoor Investment Advisors, Inc. | 50,568 | $5.74M | 0.50% | −902−1.8% | Reduced |
| Plato Investment Management Ltd | 50,624 | $5.74M | 0.47% | +457+0.9% | Added |
| tru Independence LLC | 50,666 | $5.75M | 1.68% | −486−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 50,554 | $5.75M | 0.40% | −1,454−2.8% | Reduced |