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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 2,435 | $268.6K | 0.02% | −256−9.5% | Reduced |
| RWM Asset Management, LLC | 2,367 | $268.8K | 0.05% | +6+0.3% | Added |
| KFG Wealth Management, LLC | 2,370 | $269.1K | 0.06% | +245+11.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,382 | $270.5K | 0.03% | +470+24.6% | Added |
| Obsidian Personal Planning Solutions LLC | 2,644 | $270.5K | 0.14% | −14−0.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,383 | $270.6K | 0.14% | +12+0.5% | Added |
| TAP Consulting, LLC | 2,385 | $270.8K | 0.05% | +75+3.2% | Added |
| WFA of San Diego, LLC | 2,388 | $271.2K | 0.23% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,389 | $271.3K | 0.14% | +14+0.6% | Added |
| Safeguard Financial, LLC | 2,389 | $271.3K | 0.06% | +523+28.0% | Added |
| NDVR, Inc. | 2,392 | $271.9K | 0.28% | −20−0.8% | Reduced |
| Fagan Associates, Inc. | 2,397 | $272.2K | 0.05% | −98−3.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,399 | $272.4K | 0.05% | +5+0.2% | Added |
| West Tower Group, LLC | 2,400 | $272.5K | 0.58% | +2,400 | New |
| Legacy Bridge, LLC | 2,406 | $273.2K | 0.15% | 00.0% | Unchanged |
| SWMG, LLC | 2,795 | $275.3K | 0.11% | +2,795 | New |
| Waypoint Capital Advisors, LLC | 2,425 | $275.4K | 0.06% | −139−5.4% | Reduced |
| American Money Management, LLC | 2,437 | $276.7K | 0.06% | −25−1.0% | Reduced |
| HFG Advisors, Inc. | 2,437 | $276.7K | 0.25% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,438 | $276.9K | 0.05% | −122−4.8% | Reduced |
| WealthPlan Investment Management, LLC | 2,443 | $277.4K | 0.03% | +742+43.6% | Added |
| Marshall & Sullivan Inc | 2,450 | $278.2K | 0.13% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,454 | $278.6K | 0.08% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,457 | $279.0K | 0.11% | +2,457 | New |
| Knights of Columbus Asset Advisors LLC | 2,458 | $279.1K | 0.02% | −1,931−44.0% | Reduced |
| Consilio Wealth Advisors, LLC | 2,460 | $279.3K | 0.12% | +210+9.3% | Added |
| Breakwater Investment Management | 2,461 | $279.5K | 0.12% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,462 | $279.6K | 0.12% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,465 | $279.9K | 0.15% | +76+3.2% | Added |
| Northside Capital Management, LLC | 2,470 | $280.5K | 0.04% | −200−7.5% | Reduced |
| Signet Financial Management, LLC | 2,475 | $281.1K | 0.04% | −7,773−75.8% | Reduced |
| Aspen Wealth Strategies, LLC | 2,481 | $281.8K | 0.18% | −205−7.6% | Reduced |
| Moody Aldrich Partners LLC | 2,483 | $282.0K | 0.05% | −293−10.6% | Reduced |
| Cahill Financial Advisors Inc | 2,486 | $282.3K | 0.04% | −29−1.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,487 | $282.4K | 0.06% | −37−1.5% | Reduced |
| Independent Wealth Network Inc. | 2,490 | $282.8K | 0.12% | +86+3.6% | Added |
| Investment Advisory Group, LLC | 2,493 | $283.1K | 0.10% | +413+19.9% | Added |
| Harvest Investment Services, LLC | 2,496 | $283.4K | 0.09% | +298+13.6% | Added |
| Fort, L.P. | 2,497 | $283.6K | 0.72% | −100−3.9% | Reduced |
| Independent Investors Inc | 2,500 | $283.9K | 0.06% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,516 | $285.7K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,518 | $286.0K | 0.10% | −15−0.6% | Reduced |
| Swisher Financial Concepts, Inc. | 2,575 | $286.0K | 0.18% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,527 | $287.0K | 0.11% | +129+5.4% | Added |
| Monument Group Wealth Advisors, LLC | 2,530 | $287.3K | 0.17% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 2,535 | $287.9K | 0.11% | +2,535 | New |
| Slagle Financial, LLC | 2,545 | $289.0K | 0.13% | −278−9.8% | Reduced |
| LWM Advisory Services, LLC | 2,546 | $289.1K | 0.21% | +442+21.0% | Added |
| LJI Wealth Management, LLC | 2,554 | $290.0K | 0.06% | −261−9.3% | Reduced |
| Cooper/Haims Advisors, LLC | 2,556 | $290.3K | 0.16% | −236−8.5% | Reduced |
| Meridian Wealth Partners, LLC | 2,557 | $290.4K | 0.05% | −348−12.0% | Reduced |
| Plan Group Financial, LLC | 2,576 | $292.6K | 0.15% | +2,576 | New |
| Legacy Edge Advisors, LLC | 2,577 | $292.7K | 0.05% | −22−0.8% | Reduced |
| Bay Rivers Group | 2,578 | $292.8K | 0.15% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 2,605 | $295.8K | 0.56% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,605 | $295.8K | 0.22% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,699 | $296.3K | 0.14% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,610 | $296.4K | 0.19% | +68+2.7% | Added |
| Willis Johnson & Associates, Inc. | 2,616 | $297.1K | 0.02% | +280+12.0% | Added |
| Walker Asset Management, LLC | 2,617 | $297.2K | 0.18% | −55−2.1% | Reduced |
| NWK Group, Inc. | 2,600 | $297.3K | 0.12% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,601 | $297.5K | 0.17% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $297.9K | 0.09% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 2,625 | $298.1K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 2,625 | $298.1K | 0.13% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,630 | $299.1K | 0.09% | −61−2.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,635 | $299.2K | 0.26% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,636 | $299.3K | 0.02% | −35−1.3% | Reduced |
| DRW Securities, LLC | 2,643 | $300.1K | 0.02% | −5,034−65.6% | Reduced |
| Elmwood Wealth Management, Inc. | 2,647 | $300.6K | 0.12% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,655 | $301.5K | 0.05% | −150−5.3% | Reduced |
| Powers Advisory Group, LLC | 2,675 | $303.8K | 0.15% | +13+0.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,676 | $303.9K | 0.08% | +13+0.5% | Added |
| Baader Bank INC | 2,819 | $304.2K | 0.03% | −5,554−66.3% | Reduced |
| Northstar Advisory Group, LLC | 2,687 | $305.2K | 0.16% | −25,671−90.5% | Reduced |
| Quad-Cities Investment Group, LLC | 2,700 | $306.6K | 0.15% | +2+0.1% | Added |
| Financial Freedom, LLC | 2,702 | $306.8K | 0.16% | +8+0.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,702 | $306.9K | 0.22% | +10.0% | Added |
| Skyline Advisors, Inc. | 2,709 | $307.6K | 0.13% | +46+1.7% | Added |
| Buckhead Capital Management LLC | 2,722 | $309.1K | 0.10% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,804 | $309.6K | 0.07% | −94−3.2% | Reduced |
| Saiph Capital, LLC | 2,740 | $311.2K | 0.15% | −91−3.2% | Reduced |
| Spinnaker Investment Group, LLC | 2,744 | $311.6K | 0.08% | +612+28.7% | Added |
| Intrinsic Value Partners, LLC | 2,749 | $312.2K | 0.31% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,752 | $312.5K | 0.10% | −20−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 2,756 | $313.0K | 0.04% | +304+12.4% | Added |
| Chickasaw Capital Management LLC | 2,757 | $313.0K | 0.01% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,757 | $313.1K | 0.24% | −15−0.5% | Reduced |
| Granite Harbor Advisors, Inc. | 2,757 | $313.1K | 0.18% | +880+46.9% | Added |
| PSI Advisors, LLC | 2,763 | $313.7K | 0.09% | +6+0.2% | Added |
| Penobscot Wealth Management | 2,761 | $314.0K | 0.17% | +237+9.4% | Added |
| Falcon Wealth Planning | 2,767 | $314.3K | 0.04% | +194+7.5% | Added |
| Bell Investment Advisors, Inc | 2,769 | $314.4K | 0.06% | −45−1.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,784 | $316.2K | 0.13% | −106−3.7% | Reduced |
| Hohimer Wealth Management, LLC | 2,786 | $316.4K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,787 | $316.5K | 0.06% | +286+11.4% | Added |
| Blue Square Asset Management, LLC | 2,793 | $317.2K | 0.17% | −80−2.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,793 | $317.2K | 0.03% | −11,487−80.4% | Reduced |
| Davis Capital Management | 2,799 | $317.9K | 0.25% | +379+15.7% | Added |
| Harvey Capital Management Inc | 2,800 | $318.0K | 0.08% | 00.0% | Unchanged |