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
- 3,501
- −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
- 1,420 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 61,680 | $7.00M | 2.16% | −1,500−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 61,566 | $6.99M | 0.95% | +372+0.6% | Added |
| Cutler Capital Management, LLC | 61,501 | $6.98M | 2.47% | −300−0.5% | Reduced |
| Oliver Luxxe Assets LLC | 61,452 | $6.98M | 1.25% | +399+0.7% | Added |
| NewSquare Capital LLC | 62,582 | $6.97M | 0.55% | −491−0.8% | Reduced |
| Wahed Invest LLC | 61,199 | $6.95M | 1.24% | +4,371+7.7% | Added |
| Twin Capital Management Inc | 61,198 | $6.95M | 0.78% | −1,048−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 61,113 | $6.94M | 0.67% | +39,987+189.3% | Added |
| Viking Fund Management LLC | 61,000 | $6.93M | 1.13% | −4,000−6.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 60,906 | $6.92M | 0.49% | +11,004+22.1% | Added |
| Cary Street Partners Asset Management LLC | 60,855 | $6.91M | 0.91% | +732+1.2% | Added |
| Capital Analysts, LLC | 60,731 | $6.90M | 0.28% | +482+0.8% | Added |
| J.W. Cole Advisors, Inc. | 60,716 | $6.89M | 0.29% | +2,955+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 60,676 | $6.89M | 0.37% | +19,500+47.4% | Added |
| Trust Co of Virginia | 60,329 | $6.85M | 0.61% | −559−0.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 60,321 | $6.85M | 1.38% | +17,913+42.2% | Added |
| Bridges Investment Management Inc | 60,314 | $6.85M | 0.10% | −5,857−8.9% | Reduced |
| Jacobi Capital Management LLC | 60,291 | $6.85M | 0.52% | +1,763+3.0% | Added |
| Hedeker Wealth, LLC | 60,230 | $6.84M | 1.81% | +759+1.3% | Added |
| Privium Fund Management B.V. | 60,111 | $6.83M | 1.70% | +16,314+37.2% | Added |
| Codex Capital Asset Management L.L.C. | 60,000 | $6.81M | 3.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 59,919 | $6.80M | 1.51% | +140+0.2% | Added |
| Parallel Advisors, LLC | 59,678 | $6.78M | 0.16% | −1,105−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 59,609 | $6.77M | 0.10% | −200.0% | Reduced |
| Sphera Funds Management Ltd. | 59,600 | $6.77M | 1.11% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 59,521 | $6.76M | 0.14% | +10,831+22.2% | Added |
| Bogart Wealth, LLC | 59,435 | $6.75M | 0.32% | +1,164+2.0% | Added |
| North Star Investment Management Corp. | 59,018 | $6.70M | 0.46% | −79−0.1% | Reduced |
| Unigestion Holding SA | 58,785 | $6.68M | 0.32% | −330,882−84.9% | Reduced |
| Veriti Management LLC | 58,781 | $6.68M | 0.36% | −298−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 58,773 | $6.67M | 0.85% | −1,013−1.7% | Reduced |
| Spire Wealth Management | 58,714 | $6.67M | 0.22% | +8,750+17.5% | Added |
| Equitable Trust Co | 58,610 | $6.66M | 0.43% | +3,015+5.4% | Added |
| Brick & Kyle, Associates | 58,368 | $6.66M | 2.85% | −727−1.2% | Reduced |
| Harrell Investment Partners, LLC | 58,518 | $6.65M | 1.88% | −1,242−2.1% | Reduced |
| ZWJ Investment Counsel Inc | 58,148 | $6.60M | 0.27% | −2,134−3.5% | Reduced |
| Addenda Capital Inc. | 57,739 | $6.60M | 0.24% | +30.0% | Added |
| Exchange Capital Management, Inc. | 57,907 | $6.58M | 1.05% | −1,684−2.8% | Reduced |
| LS Investment Advisors, LLC | 57,642 | $6.55M | 0.97% | +189+0.3% | Added |
| Northwest Bancshares, Inc. | 57,328 | $6.51M | 1.11% | −5,561−8.8% | Reduced |
| Keebeck Wealth Management, LLC | 56,905 | $6.51M | 0.94% | −1,270−2.2% | Reduced |
| Philadelphia Trust Co | 57,291 | $6.51M | 0.47% | +10,089+21.4% | Added |
| Gibraltar Capital Management, Inc. | 57,289 | $6.51M | 2.92% | −66−0.1% | Reduced |
| Caldwell Trust Co | 57,289 | $6.51M | 0.68% | +3,239+6.0% | Added |
| Personal Cfo Solutions, LLC | 57,181 | $6.49M | 0.91% | +5,874+11.4% | Added |
| J. W. Coons Advisors, LLC | 57,161 | $6.49M | 1.62% | +41+0.1% | Added |
| Marietta Wealth Management, LLC | 56,670 | $6.44M | 0.94% | +2,705+5.0% | Added |
| Burney Co | 56,644 | $6.43M | 0.23% | −41,354−42.2% | Reduced |
| Berkeley, Inc | 56,500 | $6.42M | 1.87% | +28,308+100.4% | Added |
| Verdence Capital Advisors LLC | 56,079 | $6.37M | 0.51% | +1,231+2.2% | Added |
| Central Bank & Trust Co | 56,040 | $6.36M | 0.88% | −425−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 55,688 | $6.32M | 0.21% | −3,276−5.6% | Reduced |
| TNF LLC | 59,724 | $6.32M | 2.28% | −882−1.5% | Reduced |
| Biltmore Family Office, LLC | 55,271 | $6.32M | 1.08% | +44+0.1% | Added |
| BDF-Gestion | 115,786 | $6.31M | 1.04% | +18,827+19.4% | Added |
| Sentry LLC | 55,456 | $6.30M | 1.21% | −346−0.6% | Reduced |
| Ossiam | 55,416 | $6.29M | 0.12% | −15,218−21.5% | Reduced |
| Signaturefd, LLC | 55,360 | $6.29M | 0.12% | −3,782−6.4% | Reduced |
| BKD Wealth Advisors, LLC | 55,356 | $6.29M | 0.14% | −1,630−2.9% | Reduced |
| 1832 Asset Management L.P. | 54,873 | $6.23M | 0.01% | +3,504+6.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 54,756 | $6.22M | 0.59% | −392−0.7% | Reduced |
| Wealthspire Advisors, LLC | 54,699 | $6.21M | 0.06% | +3,860+7.6% | Added |
| Lifeworks Advisors, LLC | 54,693 | $6.21M | 1.22% | +7,116+15.0% | Added |
| Park National Corp | 54,690 | $6.21M | 0.22% | −698−1.3% | Reduced |
| Capital Investment Counsel, LLC | 54,650 | $6.21M | 1.07% | +1,475+2.8% | Added |
| Royal Fund Management, LLC | 54,233 | $6.20M | 0.44% | +4,740+9.6% | Added |
| Strategic Wealth Designers | 53,783 | $6.17M | 0.66% | +47,586+767.9% | Added |
| Fragasso Group Inc. | 53,702 | $6.10M | 0.47% | +3,063+6.0% | Added |
| Argyle Capital Management Inc. | 53,648 | $6.09M | 2.43% | −3,075−5.4% | Reduced |
| SevenBridge Financial Group, LLC | 60,459 | $6.09M | 1.17% | +4,042+7.2% | Added |
| Modera Wealth Management, LLC | 53,595 | $6.09M | 0.08% | −233−0.4% | Reduced |
| Mairs & Power Inc | 53,387 | $6.06M | 0.06% | −1,464−2.7% | Reduced |
| Prosperity Consulting Group, LLC | 53,349 | $6.06M | 0.47% | +1,389+2.7% | Added |
| Rockline Wealth Management, LLC | 53,282 | $6.05M | 1.71% | +1,692+3.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,245 | $6.05M | 0.23% | −22,694−29.9% | Reduced |
| Venture Visionary Partners LLC | 53,180 | $6.04M | 0.26% | −2,410−4.3% | Reduced |
| Garland Capital Management Inc | 53,055 | $6.02M | 4.63% | −8,010−13.1% | Reduced |
| FORA Capital, LLC | 52,872 | $6.00M | 0.71% | +52,872 | New |
| Legacy CG, LLC | 52,831 | $6.00M | 1.96% | +3,629+7.4% | Added |
| Buck Wealth Strategies, LLC | 52,772 | $5.99M | 1.89% | −7,081−11.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,720 | $5.99M | 0.22% | +2,633+5.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,602 | $5.97M | 3.73% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 52,498 | $5.96M | 1.00% | −1,691−3.1% | Reduced |
| Bamco Inc | 52,400 | $5.95M | 0.02% | −37,600−41.8% | Reduced |
| Hanson & Doremus Investment Management | 52,369 | $5.95M | 0.94% | −1,666−3.1% | Reduced |
| Principal Securities, Inc. | 52,298 | $5.94M | 0.14% | +617+1.2% | Added |
| BancorpSouth Bank | 52,260 | $5.93M | 0.41% | −182−0.3% | Reduced |
| V-Square Quantitative Management LLC | 52,154 | $5.92M | 0.87% | +3,715+7.7% | Added |
| Boston Family Office LLC | 52,039 | $5.91M | 0.40% | −1,585−3.0% | Reduced |
| Strategic Blueprint, LLC | 51,933 | $5.90M | 0.37% | +3,840+8.0% | Added |
| Walleye Trading LLC | 51,924 | $5.90M | 0.14% | −7,312−12.3% | Reduced |
| Alerus Financial NA | 51,918 | $5.90M | 0.43% | +228+0.4% | Added |
| Inlet Private Wealth, LLC | 51,617 | $5.86M | 1.49% | −171−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 51,610 | $5.86M | 0.48% | +3,121+6.4% | Added |
| Wendell David Associates Inc | 51,499 | $5.85M | 0.56% | 00.0% | Unchanged |
| DF Dent & Co Inc | 51,167 | $5.81M | 0.07% | +4,704+10.1% | Added |
| Sunbelt Securities, Inc. | 51,056 | $5.80M | 0.57% | −2,609−4.9% | Reduced |
| Aureus Asset Management, LLC | 50,997 | $5.79M | 0.38% | +9,130+21.8% | Added |
| BLB&B Advisors, LLC | 50,862 | $5.78M | 0.30% | +324+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 50,711 | $5.76M | 1.20% | −1,880−3.6% | Reduced |