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 |
|---|---|---|---|---|---|
| Horst & Graben Wealth Management LLC | 2,047 | $232.4K | 0.04% | +11+0.5% | Added |
| Adapt Wealth Advisors, LLC | 2,050 | $232.7K | 0.12% | +47+2.3% | Added |
| Wade Financial Advisory, Inc | 2,050 | $232.8K | 0.08% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,054 | $233.3K | 0.04% | 00.0% | Unchanged |
| Apollon Financial, LLC | 2,055 | $233.4K | 0.07% | +390+23.4% | Added |
| GGM Financials LLC | 2,055 | $233.4K | 0.20% | +2,055 | New |
| Clarity Financial LLC | 2,059 | $233.8K | 0.03% | +2,059 | New |
| Mraz, Amerine & Associates, Inc. | 2,066 | $234.6K | 0.04% | −10−0.5% | Reduced |
| Pegasus Partners Ltd. | 2,069 | $235.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 2,071 | $235.0K | 0.06% | +498+31.7% | Added |
| Well Done, LLC | 2,075 | $235.6K | 0.04% | +127+6.5% | Added |
| Stony Point Wealth Management Inc. | 2,076 | $235.7K | 0.10% | +63+3.1% | Added |
| Curran Financial Partners, LLC | 2,076 | $235.8K | 0.07% | +134+6.9% | Added |
| Riversedge Advisors, LLC | 2,077 | $235.9K | 0.05% | −462−18.2% | Reduced |
| Aletheian Wealth Advisors LLC | 2,080 | $236.2K | 0.14% | −348−14.3% | Reduced |
| Lantern Wealth Advisors, LLC | 2,082 | $236.5K | 0.16% | +35+1.7% | Added |
| Fortis Advisors, LLC | 2,083 | $236.5K | 0.15% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,086 | $236.9K | 0.26% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 2,087 | $237.0K | 0.15% | +24+1.2% | Added |
| Argus Investors' Counsel, Inc. | 2,092 | $237.6K | 0.15% | −791−27.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,094 | $237.8K | 0.27% | +2,094 | New |
| Merrion Investment Management Co, LLC | 2,100 | $238.5K | 0.16% | −800−27.6% | Reduced |
| O'Brien Wealth Partners LLC | 2,100 | $238.5K | 0.05% | −20−0.9% | Reduced |
| Baker Boyer National Bank | 2,102 | $238.7K | 0.08% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,104 | $238.9K | 0.09% | 00.0% | Unchanged |
| Enclave Advisors LLC | 2,105 | $239.0K | 0.04% | +2,105 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $239.3K | 0.08% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,111 | $239.7K | 0.05% | +62+3.0% | Added |
| Paladin Advisory Group, LLC | 2,117 | $240.4K | 0.18% | 00.0% | Unchanged |
| Heron Bay Capital Management | 2,122 | $241.0K | 0.05% | +2,122 | New |
| AAFCPAs Wealth Management, LLC | 2,130 | $241.9K | 0.12% | +2,130 | New |
| First Wilshire Securities Management Inc | 2,131 | $242.0K | 0.07% | 00.0% | Unchanged |
| Delta Capital Management LLC | 2,130 | $242.0K | 0.14% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,132 | $242.1K | 0.10% | +466+28.0% | Added |
| Abich Financial Wealth Management LLC | 2,133 | $242.2K | 0.54% | +1,807+554.3% | Added |
| Cadent Capital Advisors, LLC | 2,136 | $242.5K | 0.08% | −577−21.3% | Reduced |
| Valued Retirements, Inc. | 2,136 | $242.6K | 0.33% | 00.0% | Unchanged |
| Sym Financial Corp | 2,138 | $242.8K | 0.03% | +17+0.8% | Added |
| TrueWealth Advisors, LLC | 2,146 | $243.7K | 0.08% | −22−1.0% | Reduced |
| Fountainhead AM, LLC | 2,150 | $244.2K | 0.05% | −93−4.1% | Reduced |
| Alterna Wealth Management, Inc | 2,152 | $244.4K | 0.22% | 00.0% | Unchanged |
| Coerente Capital Management | 2,158 | $245.1K | 0.05% | −73−3.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,158 | $245.1K | 0.10% | +126+6.2% | Added |
| TD Capital Management LLC | 2,158 | $245.1K | 0.02% | +5+0.2% | Added |
| Northstar Asset Management Inc | 2,160 | $245.3K | 0.06% | −5−0.2% | Reduced |
| WestHill Financial Advisors, Inc. | 2,160 | $245.3K | 0.06% | +76+3.6% | Added |
| Planning Center, Inc. | 2,163 | $245.7K | 0.03% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,164 | $245.7K | 0.04% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,416 | $246.1K | 0.01% | −127−5.0% | Reduced |
| Strategic Investment Solutions, Inc. | 2,173 | $246.7K | 0.07% | +17+0.8% | Added |
| Pavion Blue Capital, LLC | 2,179 | $247.4K | 0.12% | −99−4.3% | Reduced |
| DLK Investment Management, LLC | 2,183 | $247.9K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,191 | $248.0K | 0.01% | −1,012,227−99.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $248.0K | 0.16% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 2,195 | $249.3K | 0.05% | +2,195 | New |
| Deltec Asset Management LLC | 2,198 | $249.6K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,199 | $249.7K | 0.16% | +403+22.4% | Added |
| Security Financial Services, INC. | 2,202 | $250.1K | 0.05% | +37+1.7% | Added |
| Peak Financial Management, Inc. | 2,203 | $250.2K | 0.07% | +396+21.9% | Added |
| Bowen Hanes & Co Inc | 2,204 | $250.3K | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,207 | $251.0K | 0.14% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,214 | $251.4K | 0.06% | +373+20.3% | Added |
| C2C Wealth Management, LLC | 2,458 | $251.5K | 0.23% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,045 | $253.2K | 0.07% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 2,238 | $254.1K | 0.07% | +12+0.5% | Added |
| SL Advisors, LLC | 2,247 | $255.2K | 0.46% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,249 | $255.4K | 0.10% | −389−14.7% | Reduced |
| MBB Public Markets I LLC | 2,250 | $255.5K | 0.02% | −177,956−98.8% | Reduced |
| Castleview Partners, LLC | 2,252 | $255.7K | 0.15% | +409+22.2% | Added |
| Tamar Securities, LLC | 2,263 | $257.0K | 0.04% | +86+4.0% | Added |
| Eagle Bluffs Wealth Management LLC | 2,250 | $257.2K | 0.14% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,267 | $257.4K | 0.08% | 00.0% | Unchanged |
| Trust Co | 2,270 | $257.8K | 0.03% | −48−2.1% | Reduced |
| Members Capital Advisors Inc | 2,283 | $259.3K | 0.30% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,270 | $259.5K | 0.14% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,290 | $260.1K | 0.04% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,292 | $260.2K | 0.08% | +14+0.6% | Added |
| Blume Capital Management, Inc. | 2,300 | $261.2K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 2,309 | $262.2K | 0.02% | −6,205−72.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,311 | $262.4K | 0.10% | +278+13.7% | Added |
| Grant Street Asset Management, Inc. | 2,313 | $262.7K | 0.08% | −314−12.0% | Reduced |
| NovaPoint Capital, LLC | 2,319 | $263.3K | 0.08% | −13−0.6% | Reduced |
| Geometric Wealth Advisors | 2,321 | $263.6K | 0.05% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,998 | $263.7K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,328 | $264.0K | 0.01% | −155,572−98.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,325 | $264.0K | 0.09% | −119−4.9% | Reduced |
| GSG Advisors LLC | 2,302 | $264.2K | 0.09% | +290+14.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,409 | $264.3K | 0.09% | −158−6.2% | Reduced |
| Lodestar Private Asset Management LLC | 2,341 | $265.8K | 0.03% | −86−3.5% | Reduced |
| Apeiron RIA LLC | 2,341 | $265.9K | 0.08% | −30−1.3% | Reduced |
| Gray Wealth Management Inc. | 2,349 | $266.7K | 0.11% | +2+0.1% | Added |
| Ballast Advisors LLC | 2,351 | $267.0K | 0.08% | −386−14.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,349 | $267.0K | 0.02% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,353 | $267.2K | 0.09% | +234+11.0% | Added |
| Bellecapital International Ltd. | 2,359 | $267.9K | 0.05% | +19+0.8% | Added |
| Select Asset Management & Trust | 2,358 | $268.0K | 0.10% | +2,358 | New |
| Smith & Howard Wealth Management, LLC | 2,360 | $268.0K | 0.08% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,364 | $268.4K | 0.11% | −107−4.3% | Reduced |
| ETF Store, Inc. | 2,364 | $268.4K | 0.28% | +23+1.0% | Added |
| Flaharty Asset Management, LLC | 2,365 | $268.5K | 0.04% | +9+0.4% | Added |