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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 4,140 | $470.1K | 0.07% | +1,145+38.2% | Added |
| Embree Financial Group | 4,154 | $471.7K | 0.08% | −85−2.0% | Reduced |
| Stevens Capital Management LP | 4,162 | $473.0K | 0.07% | −13,563−76.5% | Reduced |
| Riverstone Advisors, LLC | 4,169 | $473.4K | 0.28% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 4,182 | $475.0K | 0.23% | −534−11.3% | Reduced |
| Gould Asset Management LLC | 4,183 | $475.0K | 0.10% | −90−2.1% | Reduced |
| Osterweis Capital Management Inc | 4,183 | $475.0K | 0.02% | −620−12.9% | Reduced |
| True Vision MN LLC | 4,158 | $475.4K | 0.28% | +655+18.7% | Added |
| MBM Wealth Consultants, LLC | 4,187 | $475.4K | 0.15% | +130+3.2% | Added |
| Penbrook Management LLC | 4,206 | $477.6K | 0.31% | +100+2.4% | Added |
| HHM Wealth Advisors, LLC | 4,222 | $479.5K | 0.07% | +14+0.3% | Added |
| Fairscale Capital, LLC | 4,194 | $479.5K | 0.42% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,222 | $479.6K | 0.11% | −21−0.5% | Reduced |
| Aveo Capital Partners, LLC | 4,229 | $480.2K | 0.05% | −637−13.1% | Reduced |
| Sterling Wealth Management, Inc. | 4,236 | $481.0K | 0.18% | +800+23.3% | Added |
| Ssi Investment Management LLC | 4,248 | $482.4K | 0.04% | −3−0.1% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $482.6K | 0.19% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,254 | $483.1K | 0.07% | +656+18.2% | Added |
| Holistic Financial Partners | 4,257 | $483.4K | 0.23% | −37−0.9% | Reduced |
| Breed's Hill Capital LLC | 4,263 | $484.1K | 0.40% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,283 | $486.4K | 0.10% | +8+0.2% | Added |
| Versor Investments LP | 4,291 | $487.3K | 0.08% | +4,291 | New |
| Park Edge Advisors, LLC | 4,296 | $487.9K | 0.14% | −57−1.3% | Reduced |
| Gagnon Securities LLC | 4,309 | $489.3K | 0.10% | −173−3.9% | Reduced |
| Marathon Trading Investment Management LLC | 4,312 | $489.7K | 0.23% | +3,682+584.4% | Added |
| Centennial Wealth Advisory LLC | 4,326 | $491.3K | 0.19% | +340+8.5% | Added |
| First National Bank | 4,329 | $491.6K | 0.34% | −22−0.5% | Reduced |
| UMA Financial Services, Inc. | 4,408 | $491.6K | 0.09% | +5+0.1% | Added |
| TBH Global Asset Management, LLC | 4,341 | $492.9K | 0.11% | −5−0.1% | Reduced |
| Kinloch Capital, LLC | 4,342 | $493.1K | 0.24% | −10.0% | Reduced |
| Empirical Asset Management, LLC | 25,881 | $493.5K | 0.18% | +558+2.2% | Added |
| Brophy Wealth Management, LLC | 4,349 | $493.8K | 0.18% | +4,349 | New |
| Clare Market Investments LLC | 4,378 | $497.1K | 0.13% | −133−2.9% | Reduced |
| Regatta Capital Group, LLC | 4,381 | $497.5K | 0.10% | +19+0.4% | Added |
| EntryPoint Capital, LLC | 4,386 | $498.1K | 0.28% | +3,575+440.8% | Added |
| CMG Global Holdings, LLC | 4,386 | $498.1K | 0.28% | +287+7.0% | Added |
| Evanson Asset Management, LLC | 4,391 | $498.7K | 0.04% | −734−14.3% | Reduced |
| Morris Financial Concepts, Inc. | 4,393 | $498.9K | 0.21% | +71+1.6% | Added |
| Wedge Capital Management L L P | 4,399 | $499.6K | 0.01% | +269+6.5% | Added |
| Howard Wealth Management, LLC | 4,409 | $500.7K | 0.29% | +81+1.9% | Added |
| Capital Market Strategies LLC | 4,411 | $500.9K | 0.30% | +10+0.2% | Added |
| Armbruster Capital Management, Inc. | 4,413 | $501.1K | 0.10% | −417−8.6% | Reduced |
| Capstone Wealth Management Group, LLC | 4,414 | $501.2K | 0.30% | −1,478−25.1% | Reduced |
| Gradient Investments LLC | 4,420 | $502.0K | 0.01% | −1,191−21.2% | Reduced |
| TFB Advisors LLC | 4,424 | $502.4K | 0.15% | −470−9.6% | Reduced |
| OneAscent Wealth Management LLC | 4,399 | $503.0K | 0.19% | +1,722+64.3% | Added |
| Luts & Greenleigh Group, Inc | 4,443 | $504.5K | 0.48% | −41−0.9% | Reduced |
| Bullock Wealth Management Group | 4,397 | $504.5K | 0.30% | −199−4.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,459 | $506.4K | 0.29% | +12+0.3% | Added |
| Cohen Investment Advisors LLC | 4,468 | $507.4K | 0.31% | −832−15.7% | Reduced |
| Atlas Capital Advisors LLC | 4,470 | $507.6K | 0.08% | −735−14.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,476 | $508.0K | 0.34% | +2,781+164.1% | Added |
| White Lighthouse Investment Management Inc. | 4,482 | $509.0K | 0.09% | 00.0% | Unchanged |
| Hart & Patterson Financial Group LLC | 4,485 | $509.3K | 0.24% | −36−0.8% | Reduced |
| Green Harvest Asset Management LLC | 4,486 | $509.4K | 0.01% | +900+25.1% | Added |
| D'Orazio & Associates, Inc. | 4,487 | $509.5K | 0.07% | −151−3.3% | Reduced |
| Calton & Associates, Inc. | 4,490 | $509.9K | 0.19% | +2,515+127.3% | Added |
| Veracity Capital LLC | 4,495 | $510.4K | 0.20% | −286−6.0% | Reduced |
| X-Square Capital, LLC | 4,499 | $511.0K | 0.22% | +11+0.2% | Added |
| Private Client Services, LLC | 4,502 | $511.2K | 0.27% | +1,523+51.1% | Added |
| MBA Advisors LLC | 4,504 | $511.5K | 0.25% | −16−0.4% | Reduced |
| Moser Wealth Advisors, LLC | 4,505 | $511.6K | 0.27% | 00.0% | Unchanged |
| Benin Management CORP | 4,528 | $514.2K | 0.14% | −67−1.5% | Reduced |
| KRS Capital Management, LLC | 4,529 | $514.3K | 0.37% | −364−7.4% | Reduced |
| Signature Wealth Management Group | 4,530 | $514.4K | 0.21% | −304−6.3% | Reduced |
| Smith Thornton Advisors LLC | 4,532 | $514.7K | 0.34% | +130+3.0% | Added |
| Mountain Pacific Investment Advisers Inc | 4,541 | $515.7K | 0.04% | +96+2.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,542 | $515.8K | 0.16% | +10.0% | Added |
| SOL Capital Management CO | 4,557 | $517.0K | 0.06% | +100+2.2% | Added |
| Warwick Investment Management, Inc. | 4,560 | $517.8K | 0.12% | +235+5.4% | Added |
| Unionview, LLC | 4,564 | $518.3K | 0.40% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,572 | $519.2K | 0.10% | +4,572 | New |
| Hoxton Planning & Management, LLC | 4,576 | $519.6K | 0.20% | +323+7.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,561 | $521.5K | 0.03% | +40+0.9% | Added |
| New Republic Capital, LLC | 4,565 | $521.8K | 0.30% | +88+2.0% | Added |
| Bordeaux Wealth Advisors LLC | 4,596 | $521.9K | 0.09% | +240+5.5% | Added |
| Duncan Williams Asset Management, LLC | 4,611 | $523.6K | 0.29% | +4,611 | New |
| United Bank | 4,616 | $524.2K | 0.06% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,623 | $525.0K | 0.28% | 00.0% | Unchanged |
| 360 Financial, Inc. | 4,629 | $525.7K | 0.19% | +179+4.0% | Added |
| Sendero Wealth Management, LLC | 4,635 | $526.4K | 0.08% | +188+4.2% | Added |
| HBW Advisory Services LLC | 4,637 | $526.6K | 0.08% | −370−7.4% | Reduced |
| One Day In July LLC | 4,644 | $527.4K | 0.06% | +1,658+55.5% | Added |
| Sunpointe, LLC | 4,613 | $527.4K | 0.43% | −100−2.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,648 | $527.9K | 0.16% | −18−0.4% | Reduced |
| Clear Creek Financial Management, LLC | 4,648 | $528.2K | 0.06% | −364−7.3% | Reduced |
| Verity & Verity, LLC | 4,659 | $529.1K | 0.05% | +1,262+37.2% | Added |
| DHJJ Financial Advisors, Ltd. | 4,664 | $529.6K | 0.21% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,666 | $529.9K | 0.26% | +11+0.2% | Added |
| Johnson Bixby & Associates, LLC | 4,667 | $530.0K | 0.08% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,670 | $530.3K | 0.29% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,671 | $530.4K | 0.23% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,677 | $531.1K | 0.07% | +179+4.0% | Added |
| Invenio Wealth Partners LLC | 4,680 | $531.5K | 0.23% | −124−2.6% | Reduced |
| Elyxium Wealth, LLC | 4,681 | $531.6K | 0.29% | +4,681 | New |
| Walkner Condon Financial Advisors LLC | 4,693 | $533.0K | 0.11% | +283+6.4% | Added |
| Callan Family Office, LLC | 4,701 | $533.8K | 0.09% | +130+2.8% | Added |
| Annandale Capital, LLC | 4,703 | $534.0K | 0.11% | −15−0.3% | Reduced |
| Farmers Trust Co | 4,711 | $535.0K | 0.10% | −8−0.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,719 | $536.0K | 0.22% | +3+0.1% | Added |