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
- 3,502
- −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
- 1,421 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1,766 | $200.5K | 0.02% | −237−11.8% | Reduced |
| Worth Financial Advisory Group, LLC | 1,767 | $200.7K | 0.12% | +90+5.4% | Added |
| Financial Advisory Corp | 1,769 | $201.0K | 0.07% | +36+2.1% | Added |
| SMART Wealth LLC | 1,780 | $202.2K | 0.08% | +1,780 | New |
| Tilia Fiduciary Partners, Inc. | 1,780 | $202.2K | 0.14% | +1,780 | New |
| New England Professional Planning Group Inc. | 1,787 | $202.9K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 1,789 | $203.2K | 1.32% | −75−4.0% | Reduced |
| KFA Private Wealth Group, LLC | 1,790 | $203.3K | 0.10% | +1,790 | New |
| Nottingham Advisors, Inc. | 1,800 | $204.4K | 0.02% | −1,976−52.3% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 1,800 | $204.4K | 0.09% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,800 | $204.4K | 0.14% | +1,800 | New |
| Financial Network Wealth Advisors LLC | 1,806 | $205.1K | 0.17% | −73−3.9% | Reduced |
| Birchbrook, Inc. | 1,806 | $205.1K | 0.11% | +63+3.6% | Added |
| Sterling Investment Management, Inc. | 1,808 | $205.3K | 0.16% | −100−5.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,810 | $205.5K | 0.06% | +1,810 | New |
| Bey-Douglas LLC | 1,810 | $205.6K | 0.18% | −18,791−91.2% | Reduced |
| Horizon Investment Services, LLC | 1,812 | $205.8K | 0.09% | −135−6.9% | Reduced |
| German American Bancorp, Inc. | 1,813 | $205.9K | 0.02% | +1,813 | New |
| Isthmus Partners, LLC | 1,814 | $206.0K | 0.02% | −203−10.1% | Reduced |
| Madden Securities Corp | 1,822 | $206.9K | 0.09% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,824 | $207.0K | 0.02% | −1,067−36.9% | Reduced |
| Fidelity D & D Bancorp Inc | 1,824 | $207.1K | 0.14% | −63−3.3% | Reduced |
| Owen LaRue, LLC | 1,825 | $207.2K | 0.11% | −3,970−68.5% | Reduced |
| Basepoint Wealth LLC | 1,838 | $208.7K | 0.15% | +220+13.6% | Added |
| Fielder Capital Group LLC | 1,840 | $209.0K | 0.07% | −175−8.7% | Reduced |
| Machina Capital S.A.S. | 1,845 | $209.5K | 0.08% | −16,959−90.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 1,850 | $210.1K | 0.08% | −150−7.5% | Reduced |
| Aberdeen Wealth Management LLC | 1,853 | $210.5K | 0.14% | −2,265−55.0% | Reduced |
| Garrison Asset Management, LLC | 1,860 | $211.2K | 0.11% | 00.0% | Unchanged |
| XY Capital Ltd | 1,860 | $211.2K | 0.11% | +1,860 | New |
| Fortress Wealth Management, Inc. | 1,861 | $211.4K | 0.11% | −22−1.2% | Reduced |
| Evolution Wealth Advisors, LLC | 1,864 | $211.7K | 0.04% | −29−1.5% | Reduced |
| Bennett Associates Wealth Management | 1,867 | $212.0K | 0.17% | −61−3.2% | Reduced |
| Cedrus LLC | 1,869 | $212.2K | 0.08% | −1,032−35.6% | Reduced |
| Seldon Capital LP | 1,873 | $212.7K | 0.12% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,877 | $213.2K | 0.04% | −7,316−79.6% | Reduced |
| Midwest Financial Group LLC | 1,885 | $214.0K | 0.13% | +10+0.5% | Added |
| WR Wealth Planners, LLC | 1,887 | $214.3K | 0.06% | −397−17.4% | Reduced |
| Elk River Wealth Management, LLC | 1,878 | $214.7K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 1,893 | $215.0K | 0.14% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 1,880 | $215.0K | 0.11% | +60+3.3% | Added |
| Collaborative Wealth Managment Inc. | 1,894 | $215.1K | 0.10% | +17+0.9% | Added |
| Mustard Seed Financial, LLC | 1,895 | $215.2K | 0.18% | +36+1.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 1,895 | $215.2K | 0.17% | +179+10.4% | Added |
| ASB Consultores, LLC | 1,905 | $216.3K | 0.09% | −1,983−51.0% | Reduced |
| Drucker Wealth 3.0, LLC | 1,906 | $216.4K | 0.05% | −41−2.1% | Reduced |
| Stone Run Capital, LLC | 1,910 | $216.9K | 0.08% | +6+0.3% | Added |
| Denver Wealth Management, Inc. | 1,913 | $217.2K | 0.10% | +11+0.6% | Added |
| Landaas & Co | 1,923 | $218.0K | 0.06% | +5+0.3% | Added |
| JBR Co Financial Management Inc | 1,925 | $218.6K | 0.14% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,926 | $218.8K | 0.03% | −12,305−86.5% | Reduced |
| Pacific Sage Partners, LLC | 1,927 | $218.8K | 0.05% | −47−2.4% | Reduced |
| Seelaus Asset Management LLC | 1,928 | $218.9K | 0.20% | +293+17.9% | Added |
| Options Solutions, LLC | 1,929 | $219.1K | 0.11% | +73+3.9% | Added |
| Country Trust Bank | 1,935 | $219.7K | 0.01% | +550+39.7% | Added |
| Vivid Wealth Management, LLC | 1,937 | $219.9K | 0.11% | −6−0.3% | Reduced |
| MTM Financial Group, LLC | 1,937 | $220.0K | 0.13% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $221.0K | 0.01% | – | – |
| Able Wealth Management LLC | 1,946 | $221.1K | 0.17% | 00.0% | Unchanged |
| Ewa, LLC | 2,248 | $221.1K | 0.08% | −649−22.4% | Reduced |
| Scholtz & Company, LLC | 1,947 | $221.1K | 0.10% | −1,195−38.0% | Reduced |
| Crane Advisory, LLC | 2,039 | $221.3K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,950 | $221.4K | 0.24% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,951 | $221.6K | 0.06% | −35−1.8% | Reduced |
| Poehling Capital Management, LLC | 1,957 | $222.2K | 0.06% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,964 | $223.0K | 0.07% | +12+0.6% | Added |
| Heritage Wealth Partners, LLC | 1,971 | $223.9K | 0.26% | +17+0.9% | Added |
| Villere St Denis J & Co LLC | 1,974 | $224.2K | 0.02% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,974 | $224.2K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,976 | $224.4K | 0.28% | +1,976 | New |
| Security National Bank of So Dak | 1,980 | $224.8K | 0.12% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,980 | $224.9K | 0.03% | +9+0.5% | Added |
| Fingerlakes Wealth Management, Inc. | 1,981 | $225.0K | 0.19% | −28−1.4% | Reduced |
| Corundum Trust Company, INC | 1,982 | $225.1K | 0.62% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,986 | $225.6K | 0.01% | −950−32.4% | Reduced |
| Northwest Wealth Management, LLC | 1,987 | $225.6K | 0.05% | −138−6.5% | Reduced |
| Hudson Capital Management LLC | 1,988 | $225.8K | 0.07% | −8−0.4% | Reduced |
| Norway Savings Bank | 1,990 | $226.0K | 0.12% | −155−7.2% | Reduced |
| Sandler Capital Management | 2,000 | $227.1K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $227.1K | 0.04% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 2,000 | $227.1K | 0.10% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $227.1K | 0.15% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,000 | $227.1K | 0.16% | 00.0% | Unchanged |
| Gordian Advisors LLC | 2,000 | $227.1K | 0.18% | +2,000 | New |
| American Planning Services, Inc. | 2,006 | $227.8K | 0.18% | +2+0.1% | Added |
| Creekside Partners | 2,007 | $227.9K | 0.12% | −48−2.3% | Reduced |
| Gitterman Wealth Management, LLC | 2,007 | $228.1K | 0.10% | −23−1.1% | Reduced |
| Baron Wealth Management LLC | 2,009 | $228.2K | 0.11% | −525−20.7% | Reduced |
| Legacy Financial Group, Inc. | 2,233 | $228.5K | 0.08% | +559+33.4% | Added |
| Blueprint Investment Partners LLC | 2,015 | $228.8K | 0.04% | −9,881−83.1% | Reduced |
| Ruggaard & Associates LLC | 2,017 | $229.1K | 0.10% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 2,024 | $229.8K | 0.07% | +98+5.1% | Added |
| Cabot Wealth Management Inc | 2,024 | $229.8K | 0.03% | +45+2.3% | Added |
| Pacific Center for Financial Services | 2,026 | $230.1K | 0.06% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,030 | $230.5K | 0.13% | −21−1.0% | Reduced |
| Mason & Associates Inc | 2,032 | $230.7K | 0.06% | +3+0.1% | Added |
| JMG Financial Group, Ltd. | 2,033 | $230.9K | 0.01% | −663−24.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,036 | $231.2K | 0.10% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2,040 | $231.7K | 0.04% | +2,040 | New |
| Kelly Financial Services LLC | 2,046 | $232.4K | 0.09% | +338+19.8% | Added |