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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Peachtree Investment Partners, LLC | 3,629 | $412.1K | 0.15% | −241−6.2% | Reduced |
| Ballast, Inc. | 3,641 | $413.5K | 0.12% | −32−0.9% | Reduced |
| Palumbo Wealth Management LLC | 3,650 | $414.4K | 0.16% | −2−0.1% | Reduced |
| Dakota Community Bank & Trust NA | 3,650 | $414.5K | 2.08% | +25+0.7% | Added |
| Muirfield Wealth Advisors LLC | 3,655 | $415.1K | 0.35% | +22+0.6% | Added |
| Carson Advisory Inc. | 3,659 | $415.5K | 0.26% | +105+3.0% | Added |
| PFS Partners, LLC | 3,663 | $415.9K | 0.24% | +22+0.6% | Added |
| Pin Oak Investment Advisors Inc | 3,664 | $416.0K | 0.38% | −101−2.7% | Reduced |
| PFC Capital Group, Inc. | 3,665 | $416.0K | 0.20% | +60+1.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,668 | $416.5K | 0.10% | +10+0.3% | Added |
| Ironwood Investment Management LLC | 3,671 | $416.9K | 0.20% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 3,676 | $417.4K | 0.14% | +65+1.8% | Added |
| Tortoise Investment Management, LLC | 3,681 | $418.1K | 0.04% | −50−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 3,682 | $418.1K | 0.32% | −106−2.8% | Reduced |
| Advisor Resource Council | 3,698 | $419.9K | 0.19% | +3,698 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3,702 | $420.4K | 0.01% | −13−0.3% | Reduced |
| Balentine LLC | 3,703 | $420.5K | 0.02% | +725+24.3% | Added |
| Wambolt & Associates, LLC | 3,672 | $421.3K | 0.12% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $421.9K | 0.13% | 00.0% | Unchanged |
| TSFG, LLC | 3,716 | $422.0K | 0.09% | −1,544−29.4% | Reduced |
| Seizert Capital Partners, LLC | 3,720 | $422.4K | 0.02% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,704 | $423.3K | 0.13% | +174+4.9% | Added |
| Garrett Wealth Advisory Group, LLC | 3,729 | $423.5K | 0.10% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,731 | $424.0K | 0.20% | −795−17.6% | Reduced |
| Napatree Capital LLC | 3,735 | $424.1K | 0.30% | +1,803+93.3% | Added |
| Summitry LLC | 3,748 | $425.6K | 0.02% | +920+32.5% | Added |
| AllSquare Wealth Management LLC | 3,749 | $425.7K | 0.24% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,750 | $426.0K | 0.04% | −81−2.1% | Reduced |
| Aspen Grove Capital, LLC | 3,729 | $426.4K | 0.09% | +57+1.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,756 | $426.5K | 0.30% | +200+5.6% | Added |
| Titleist Asset Management, LLC | 3,757 | $426.7K | 0.06% | +26+0.7% | Added |
| Tudor Financial Inc. | 3,758 | $426.7K | 0.26% | +3,758 | New |
| Five Oceans Advisors | 3,763 | $427.3K | 0.20% | +638+20.4% | Added |
| Seed Wealth Management, Inc. | 3,770 | $428.1K | 0.34% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,907 | $428.6K | 0.10% | −8−0.2% | Reduced |
| Viewpoint Capital Management LLC | 3,770 | $428.6K | 0.24% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,778 | $429.0K | 0.06% | +19+0.5% | Added |
| Manchester Financial Inc | 3,791 | $430.5K | 0.09% | +21+0.6% | Added |
| Fortitude Family Office, LLC | 3,797 | $431.2K | 0.17% | +2,271+148.8% | Added |
| Castle Wealth Management LLC | 3,774 | $431.4K | 0.17% | +15+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 3,802 | $431.8K | 0.03% | +1,963+106.7% | Added |
| Joule Financial, LLC | 3,814 | $433.1K | 0.16% | +318+9.1% | Added |
| Emerald Advisors, LLC | 3,988 | $433.5K | 0.06% | −834−17.3% | Reduced |
| Lansing Street Advisors | 3,825 | $434.4K | 0.16% | −127−3.2% | Reduced |
| Financial Engines Advisors L.L.C. | 3,807 | $435.0K | 0.00% | −1,448−27.6% | Reduced |
| InTrack Investment Management Inc | 3,835 | $435.5K | 0.31% | +442+13.0% | Added |
| Paragon Financial Partners, Inc. | 3,837 | $435.7K | 0.32% | +2+0.1% | Added |
| Advisory Alpha, LLC | 3,843 | $436.6K | 0.02% | −85−2.2% | Reduced |
| PAX Financial Group, LLC | 3,851 | $437.3K | 0.08% | +316+8.9% | Added |
| Element Wealth, LLC | 3,851 | $437.3K | 0.23% | −663−14.7% | Reduced |
| WMG Financial Advisors, LLC | 3,862 | $438.6K | 0.20% | +94+2.5% | Added |
| Grandview Asset Management LLC | 3,864 | $439.0K | 0.25% | +2+0.1% | Added |
| High Falls Advisors, Inc | 3,872 | $439.7K | 0.10% | −185−4.6% | Reduced |
| Caitlin John, LLC | 4,487 | $442.0K | 0.28% | +4,292+2,201.0% | Added |
| Angeles Investment Advisors, LLC | 3,892 | $442.0K | 0.02% | −206−5.0% | Reduced |
| Goldstone Financial Group, LLC | 3,912 | $444.2K | 0.08% | −90−2.2% | Reduced |
| Cannon Financial Strategists, Inc. | 3,916 | $444.7K | 0.08% | −169−4.1% | Reduced |
| Symmetry Partners, LLC | 3,920 | $445.2K | 0.11% | −7,866−66.7% | Reduced |
| Michael S. Ryan, Inc. | 3,923 | $445.5K | 0.31% | +3+0.1% | Added |
| Ramiah Investment Group | 3,925 | $445.7K | 0.42% | −1,606−29.0% | Reduced |
| Oak Asset Management, LLC | 3,925 | $445.7K | 0.16% | −120−3.0% | Reduced |
| Financial Council Asset Management Inc | 3,934 | $446.8K | 0.23% | +10.0% | Added |
| Consolidated Portfolio Review Corp | 3,942 | $447.7K | 0.10% | −219−5.3% | Reduced |
| Goldstream Capital Management Ltd | 3,945 | $450.1K | 0.20% | +3,945 | New |
| Fortem Financial Group, LLC | 3,965 | $450.2K | 0.18% | −238−5.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,968 | $450.7K | 0.34% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,971 | $451.0K | 0.23% | +463+13.2% | Added |
| Firestone Capital Management | 3,988 | $452.9K | 0.11% | −116−2.8% | Reduced |
| Legal Advantage Investments, Inc. | 4,000 | $454.2K | 0.25% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,001 | $454.4K | 0.18% | −51−1.3% | Reduced |
| Centurion Wealth Management LLC | 4,015 | $455.9K | 0.15% | +4,015 | New |
| Newbridge Financial Services Group, Inc. | 4,017 | $456.2K | 0.16% | −86−2.1% | Reduced |
| Paloma Partners Management Co | 4,017 | $456.2K | 0.02% | −44,963−91.8% | Reduced |
| Per Stirling Capital Management, LLC. | 4,018 | $456.3K | 0.06% | +504+14.3% | Added |
| Galvin, Gaustad & Stein, LLC | 4,019 | $456.4K | 0.04% | −414−9.3% | Reduced |
| Black Diamond Financial, LLC | 4,021 | $456.6K | 0.08% | +3+0.1% | Added |
| Truvestments Capital LLC | 4,030 | $457.6K | 0.12% | +903+28.9% | Added |
| Archetype Wealth Partners | 4,033 | $458.0K | 0.07% | −307−7.1% | Reduced |
| Weil Company, Inc. | 4,034 | $458.1K | 0.15% | −381−8.6% | Reduced |
| Sand Hill Global Advisors, LLC | 4,036 | $458.4K | 0.02% | −33−0.8% | Reduced |
| Atticus Wealth Management, LLC | 4,041 | $458.9K | 0.15% | −58−1.4% | Reduced |
| JSF Financial, LLC | 4,043 | $459.2K | 0.13% | −64−1.6% | Reduced |
| Kennedy Investment Group | 4,057 | $460.7K | 0.21% | +590+17.0% | Added |
| Hanlon Investment Management, Inc. | 4,061 | $461.2K | 0.13% | +164+4.2% | Added |
| Hamilton Capital, LLC | 4,508 | $461.3K | 0.03% | +279+6.6% | Added |
| Aufman Associates Inc | 4,068 | $462.0K | 0.30% | +4,068 | New |
| Affinity Capital Advisors, LLC | 4,079 | $463.2K | 0.09% | +249+6.5% | Added |
| Capital Investment Counsel, Inc | 4,081 | $463.4K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,083 | $463.7K | 0.08% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,090 | $464.4K | 0.24% | +246+6.4% | Added |
| Greatmark Investment Partners, Inc. | 4,090 | $464.5K | 0.06% | −200−4.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,091 | $464.5K | 0.27% | −19−0.5% | Reduced |
| Aviso Wealth Management | 4,103 | $465.9K | 0.25% | +586+16.7% | Added |
| First Long Island Investors, LLC | 4,105 | $466.2K | 0.04% | −1,148−21.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,109 | $466.6K | 0.16% | −1,702−29.3% | Reduced |
| Vista Investment Partners LLC | 4,132 | $469.2K | 0.15% | −32−0.8% | Reduced |
| Sciencast Management LP | 4,134 | $469.5K | 0.14% | +834+25.3% | Added |
| American Institute for Advanced Investment Management, LLP | 4,135 | $469.6K | 0.34% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,506 | $469.6K | 0.23% | −78−1.7% | Reduced |
| Powell Investment Advisors, LLC | 4,109 | $469.8K | 0.22% | +63+1.6% | Added |