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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 2,806 | $318.6K | 0.15% | −195−6.5% | Reduced |
| Amplius Wealth Advisors, LLC | 2,808 | $318.9K | 0.03% | −102−3.5% | Reduced |
| CFO4Life Group, LLC | 2,809 | $319.0K | 0.06% | −75−2.6% | Reduced |
| Blue Barn Wealth, LLC | 2,809 | $319.0K | 0.16% | −29−1.0% | Reduced |
| Lewis Asset Management, LLC | 2,819 | $320.1K | 0.23% | +641+29.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,819 | $320.1K | 0.09% | 00.0% | Unchanged |
| William Allan, LLC | 2,820 | $320.2K | 0.20% | −6−0.2% | Reduced |
| Maryland Capital Advisors Inc. | 2,820 | $320.2K | 0.16% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,795 | $320.7K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,829 | $321.2K | 0.04% | −320−10.2% | Reduced |
| Lazari Capital Management, Inc. | 2,838 | $322.3K | 0.14% | +92+3.4% | Added |
| Schubert & Co | 2,840 | $322.5K | 0.23% | +18+0.6% | Added |
| Droms Strauss Advisors Inc | 2,841 | $322.6K | 0.11% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 2,842 | $322.7K | 0.07% | +2,842 | New |
| KWB Wealth | 2,609 | $323.0K | 0.04% | +11+0.4% | Added |
| Mosley Wealth Management | 3,040 | $323.3K | 0.22% | +480+18.8% | Added |
| Matrix Asset Advisors Inc | 2,862 | $325.0K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,863 | $325.2K | 0.11% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,865 | $325.3K | 0.03% | +769+36.7% | Added |
| ERn Financial, LLC | 2,868 | $325.7K | 0.05% | +297+11.6% | Added |
| Menard Financial Group LLC | 2,869 | $325.8K | 0.21% | +70+2.5% | Added |
| Riggs Asset Managment Co. Inc. | 2,879 | $326.9K | 0.09% | −14,664−83.6% | Reduced |
| waypoint wealth counsel | 2,879 | $326.9K | 0.22% | −47−1.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,888 | $327.9K | 0.07% | +5+0.2% | Added |
| Santori & Peters | 2,890 | $328.1K | 0.13% | −230−7.4% | Reduced |
| Hills Bank & Trust Co | 2,891 | $328.3K | 0.02% | −50−1.7% | Reduced |
| FDx Advisors, Inc. | 2,896 | $329.0K | 0.09% | −2−0.1% | Reduced |
| RF&L Wealth Management, LLC | 2,900 | $329.3K | 0.23% | +2,900 | New |
| Mattern Capital Management, LLC | 2,903 | $329.7K | 0.04% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 2,908 | $330.2K | 0.10% | +2,908 | New |
| Private Wealth Management Group, LLC | 2,910 | $330.5K | 0.13% | +9+0.3% | Added |
| Reik & Co., LLC | 2,914 | $330.9K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,925 | $332.0K | 0.03% | +62+2.2% | Added |
| Gradient Capital Advisors, LLC | 2,926 | $332.3K | 0.11% | +114+4.1% | Added |
| Lynx Investment Advisory | 2,929 | $332.6K | 0.24% | +669+29.6% | Added |
| Highlander Partners, L.P. | 3,300 | $332.6K | 0.20% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,942 | $334.1K | 0.08% | +622+26.8% | Added |
| BlueChip Wealth Advisors LLC | 2,945 | $334.4K | 0.18% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,948 | $334.8K | 0.11% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 2,955 | $335.6K | 0.57% | −366−11.0% | Reduced |
| Delta Wealth Advisors LLC | 2,957 | $335.8K | 0.32% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,222 | $336.1K | 0.64% | +3,222 | New |
| Eclectic Associates Inc | 2,966 | $336.8K | 0.13% | +67+2.3% | Added |
| One + One Wealth Management, LLC | 2,980 | $338.4K | 0.20% | −675−18.5% | Reduced |
| Seeds Investor LLC | 2,983 | $338.8K | 0.13% | +201+7.2% | Added |
| Tandem Investment Advisors, Inc. | 2,989 | $339.0K | 0.01% | +724+32.0% | Added |
| Westside Investment Management, Inc. | 2,987 | $339.3K | 0.07% | −46−1.5% | Reduced |
| Robotti Robert | 3,000 | $340.7K | 0.05% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,016 | $342.5K | 0.13% | −12−0.4% | Reduced |
| D.B. Root & Company, LLC | 3,021 | $343.1K | 0.11% | +30+1.0% | Added |
| Mainstay Capital Management LLC | 3,028 | $343.9K | 0.06% | +6+0.2% | Added |
| Byrne Asset Management LLC | 3,030 | $344.1K | 0.23% | – | – |
| Castle Rock Wealth Management, LLC | 3,143 | $344.3K | 0.08% | −65−2.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,033 | $344.4K | 0.14% | −127−4.0% | Reduced |
| American Trust | 3,035 | $344.7K | 0.03% | +1,256+70.6% | Added |
| Smith Shellnut Wilson LLC | 3,039 | $345.1K | 0.16% | −200−6.2% | Reduced |
| Ullmann Financial Group, Inc. | 3,040 | $345.2K | 0.04% | +407+15.5% | Added |
| Wealth Advisory Solutions, LLC | 3,040 | $345.2K | 0.10% | −6−0.2% | Reduced |
| EPG Wealth Management LLC | 3,045 | $345.8K | 0.09% | +3,045 | Added |
| Osprey Private Wealth LLC | 3,050 | $346.4K | 0.24% | +3,050 | New |
| Adamsbrown Wealth Consultants LLC | 3,050 | $346.4K | 0.12% | +28+0.9% | Added |
| Armstrong Henry H Associates Inc | 3,052 | $346.6K | 0.03% | −310−9.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,053 | $346.7K | 0.31% | +53+1.8% | Added |
| Cahaba Wealth Management, Inc. | 3,056 | $347.0K | 0.03% | −126−4.0% | Reduced |
| Braun-Bostich & Associates Inc. | 3,056 | $347.0K | 0.24% | −259−7.8% | Reduced |
| Ballew Advisors, Inc | 3,153 | $347.7K | 0.23% | +103+3.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,062 | $347.7K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 3,062 | $347.7K | 0.04% | −320−9.5% | Reduced |
| Gentry Private Wealth, LLC | 3,069 | $348.5K | 0.28% | +8+0.3% | Added |
| Ashton Thomas Securities, LLC | 3,071 | $348.7K | 0.07% | +217+7.6% | Added |
| Wells Trecaso Financial Group, LLC | 3,073 | $349.0K | 0.11% | −2,551−45.4% | Reduced |
| Rice Partnership, LLC | 3,078 | $349.5K | 0.07% | −22−0.7% | Reduced |
| Warther Private Wealth, LLC | 3,079 | $349.7K | 0.12% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,087 | $350.5K | 0.00% | −359−10.4% | Reduced |
| Virtus Investment Advisers, Inc. | 3,090 | $350.9K | 0.28% | −739−19.3% | Reduced |
| Prentiss Smith & Co Inc | 3,090 | $350.9K | 0.22% | −450−12.7% | Reduced |
| Gemmer Asset Management LLC | 3,091 | $350.9K | 0.04% | −350−10.2% | Reduced |
| Almanack Investment Partners, LLC. | 3,100 | $352.0K | 0.06% | −381−10.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,115 | $353.7K | 0.02% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,870 | $355.3K | 0.21% | 00.0% | Unchanged |
| STAR Financial Bank | 3,129 | $355.3K | 0.24% | −1,313−29.6% | Reduced |
| Bruce G. Allen Investments, LLC | 3,136 | $356.1K | 0.28% | −118−3.6% | Reduced |
| Towerpoint Wealth, LLC | 3,139 | $356.5K | 0.17% | −25−0.8% | Reduced |
| Intergy Private Wealth, LLC | 3,143 | $356.9K | 0.14% | +80+2.6% | Added |
| Krane Funds Advisors LLC | 3,165 | $359.4K | 0.01% | −74−2.3% | Reduced |
| Canvas Wealth Advisors, LLC | 3,166 | $359.5K | 0.10% | +627+24.7% | Added |
| Panoramic Investment Advisors, LLC | 3,166 | $359.5K | 0.25% | +3,166 | New |
| Source Financial Advisors LLC | 3,185 | $361.7K | 0.11% | +101+3.3% | Added |
| Goepper Burkhardt LLC | 3,191 | $362.4K | 0.15% | −150−4.5% | Reduced |
| Gerber, LLC | 3,205 | $363.9K | 0.27% | +10.0% | Added |
| Meitav Dash Investments Ltd | 3,119 | $364.3K | 0.01% | −325,858−99.1% | Reduced |
| Waterford Advisors, LLC | 3,208 | $364.3K | 0.19% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 3,208 | $364.3K | 0.21% | −212−6.2% | Reduced |
| First National Bank Sioux Falls | 3,216 | $365.2K | 0.17% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,223 | $366.0K | 0.08% | +777+31.8% | Added |
| Piscataqua Savings Bank | 3,227 | $366.5K | 0.31% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 3,238 | $367.7K | 0.10% | −5,026−60.8% | Reduced |
| Talisman Wealth Advisors LLC | 3,237 | $368.0K | 0.39% | −204−5.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,241 | $368.1K | 0.09% | −97−2.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,267 | $371.0K | 0.18% | −46−1.4% | Reduced |