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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 50,554 | $5.75M | 0.40% | −1,454−2.8% | Reduced |
| tru Independence LLC | 50,666 | $5.75M | 1.68% | −486−1.0% | Reduced |
| Plato Investment Management Ltd | 50,624 | $5.74M | 0.47% | +457+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 50,568 | $5.74M | 0.50% | −902−1.8% | Reduced |
| Integrated Advisors Network LLC | 50,192 | $5.70M | 0.27% | +1,628+3.4% | Added |
| Merit Financial Group, LLC | 50,037 | $5.68M | 0.13% | −4,763−8.7% | Reduced |
| Ritholtz Wealth Management | 49,993 | $5.68M | 0.17% | −109−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 49,789 | $5.65M | 0.95% | −764−1.5% | Reduced |
| NBC Securities, Inc. | 49,779 | $5.65M | 0.47% | +2,207+4.6% | Added |
| Chicago Trust Co NA | 49,732 | $5.65M | 0.97% | +2,590+5.5% | Added |
| Letson Investment Management, Inc. | 49,713 | $5.65M | 2.22% | +473+1.0% | Added |
| Martin Investment Management, LLC | 49,682 | $5.64M | 1.38% | +2,900+6.2% | Added |
| First Citizens Bank & Trust Co | 49,681 | $5.64M | 0.12% | −57−0.1% | Reduced |
| Stablepoint Partners, LLC | 49,442 | $5.61M | 1.02% | +552+1.1% | Added |
| HBK Sorce Advisory LLC | 49,331 | $5.60M | 0.17% | −396−0.8% | Reduced |
| Oxbow Advisors, LLC | 49,278 | $5.60M | 0.56% | +25,836+110.2% | Added |
| Wealthcare Advisory Partners LLC | 49,240 | $5.59M | 0.16% | −2,766−5.3% | Reduced |
| Albion Financial Group | 48,953 | $5.56M | 0.39% | +688+1.4% | Added |
| Glassy Mountain Advisors, Inc. | 48,948 | $5.56M | 1.95% | +1,561+3.3% | Added |
| Mesirow Financial Investment Management, Inc. | 48,813 | $5.54M | 0.11% | −23,607−32.6% | Reduced |
| Hilton Capital Management, LLC | 48,793 | $5.54M | 0.43% | +860+1.8% | Added |
| Baugh & Associates, LLC | 50,823 | $5.53M | 2.85% | +4,541+9.8% | Added |
| Ostrum Asset Management | 48,712 | $5.53M | 0.46% | +10,072+26.1% | Added |
| Profund Advisors LLC | 48,669 | $5.53M | 0.21% | +1,565+3.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 48,640 | $5.52M | 1.25% | +1,265+2.7% | Added |
| Hudson Value Partners, LLC | 48,624 | $5.52M | 2.15% | +4,363+9.9% | Added |
| New Hampshire Trust | 48,542 | $5.51M | 1.18% | −86−0.2% | Reduced |
| Tower Bridge Advisors | 48,500 | $5.51M | 0.57% | +1,405+3.0% | Added |
| Brown Shipley& Co Ltd | 48,419 | $5.50M | 2.70% | −1,833−3.6% | Reduced |
| Consolidated Planning Corp | 48,365 | $5.49M | 0.82% | −1,230−2.5% | Reduced |
| Excalibur Management Corp | 48,138 | $5.47M | 2.08% | −436−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 48,074 | $5.46M | 0.45% | +3,970+9.0% | Added |
| Monte Financial Group, LLC | 48,026 | $5.45M | 2.26% | +760+1.6% | Added |
| Covea Finance | 48,000 | $5.45M | 0.24% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 47,854 | $5.43M | 1.00% | +22,480+88.6% | Added |
| Raab & Moskowitz Asset Management LLC | 47,846 | $5.43M | 1.38% | +1,048+2.2% | Added |
| Patrick M Sweeney & Associates, Inc | 47,789 | $5.43M | 3.99% | +553+1.2% | Added |
| Leonteq Securities AG | 47,741 | $5.42M | 0.64% | +25,639+116.0% | Added |
| Avitas Wealth Management LLC | 47,722 | $5.42M | 0.76% | +634+1.3% | Added |
| Plimoth Trust Co LLC | 47,635 | $5.41M | 1.36% | +1,954+4.3% | Added |
| Occudo Quantitative Strategies LP | 47,618 | $5.41M | 0.99% | +47,618 | New |
| Newman Dignan & Sheerar, Inc. | 51,860 | $5.41M | 1.29% | −769−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 47,594 | $5.40M | 0.35% | −2,011−4.1% | Reduced |
| Nations Financial Group Inc, | 47,593 | $5.40M | 0.39% | +2,321+5.1% | Added |
| Brooks, Moore & Associates, Inc. | 47,536 | $5.40M | 3.19% | +406+0.9% | Added |
| Thomasville National Bank | 47,496 | $5.39M | 0.40% | −315−0.7% | Reduced |
| Pittenger & Anderson Inc | 47,387 | $5.38M | 0.20% | +425+0.9% | Added |
| Teza Capital Management LLC | 47,310 | $5.37M | 0.59% | +34,114+258.5% | Added |
| Citizens National Bank Trust Department | 47,278 | $5.37M | 1.13% | −337−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 47,107 | $5.35M | 0.96% | −420−0.9% | Reduced |
| Holderness Investments Co | 46,984 | $5.34M | 1.16% | +24+0.1% | Added |
| Hennessy Advisors Inc | 46,950 | $5.33M | 0.17% | +3,750+8.7% | Added |
| Asset Dedication, LLC | 46,777 | $5.31M | 0.36% | −8,212−14.9% | Reduced |
| Montgomery Investment Management Inc | 46,323 | $5.26M | 1.90% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 46,202 | $5.25M | 1.19% | −1,666−3.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 46,022 | $5.23M | 2.01% | +1,505+3.4% | Added |
| Ascent Group, LLC | 45,931 | $5.22M | 0.40% | −1,821−3.8% | Reduced |
| Cypress Capital Group | 45,883 | $5.21M | 0.59% | +1,292+2.9% | Added |
| Roundview Capital LLC | 45,751 | $5.20M | 0.38% | +78+0.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 45,698 | $5.19M | 1.95% | −1,446−3.1% | Reduced |
| GAMMA Investing LLC | 45,418 | $5.16M | 0.51% | +6,007+15.2% | Added |
| Community Bank & Trust, Waco, Texas | 45,389 | $5.15M | 1.16% | −3,199−6.6% | Reduced |
| Philip James Wealth Mangement, LLC | 45,357 | $5.15M | 0.63% | +45,357 | New |
| Capital Planning Advisors, LLC | 45,289 | $5.14M | 0.78% | +2,691+6.3% | Added |
| Founders Capital Management | 45,282 | $5.14M | 3.13% | +728+1.6% | Added |
| Ninety One UK Ltd | 44,987 | $5.11M | 0.01% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 44,865 | $5.09M | 1.18% | −27,533−38.0% | Reduced |
| Scott & Selber, Inc. | 44,818 | $5.09M | 1.58% | −217−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 44,809 | $5.09M | 0.22% | −7,663−14.6% | Reduced |
| Clear Harbor Asset Management, LLC | 44,806 | $5.09M | 0.42% | −67−0.1% | Reduced |
| Concord Asset Management, LLC | 44,715 | $5.08M | 1.15% | +12,075+37.0% | Added |
| Ashford Capital Management Inc | 44,709 | $5.08M | 0.63% | −11,809−20.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,443 | $5.05M | 0.85% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 44,373 | $5.04M | 0.57% | +603+1.4% | Added |
| River Wealth Advisors LLC | 44,318 | $5.03M | 0.67% | +3,665+9.0% | Added |
| Global Retirement Partners, LLC | 44,302 | $5.03M | 0.15% | −297−0.7% | Reduced |
| Concord Wealth Partners | 44,297 | $5.03M | 0.84% | +9,991+29.1% | Added |
| Manchester Capital Management LLC | 44,236 | $5.02M | 0.59% | −223−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 44,188 | $5.02M | 0.28% | −322−0.7% | Reduced |
| Sandy Spring Bank | 44,161 | $5.01M | 0.21% | −309−0.7% | Reduced |
| Bank Ozk | 44,127 | $5.01M | 2.07% | −104−0.2% | Reduced |
| Eisler Capital (UK) Ltd. | 44,126 | $5.01M | 1.19% | +44,126 | New |
| Foster & Motley Inc | 44,039 | $5.00M | 0.32% | +184+0.4% | Added |
| BigSur Wealth Management LLC | 43,710 | $5.00M | 1.38% | +5,592+14.7% | Added |
| Birmingham Capital Management Co Inc | 43,971 | $4.99M | 1.82% | +2,675+6.5% | Added |
| GYL Financial Synergies, LLC | 43,908 | $4.99M | 0.37% | −21,268−32.6% | Reduced |
| Studio Investment Management LLC | 43,611 | $4.99M | 1.05% | +158+0.4% | Added |
| Cypress Asset Management Inc | 43,878 | $4.98M | 1.24% | +2,864+7.0% | Added |
| Bayesian Capital Management, LP | 43,855 | $4.98M | 0.58% | +40,455+1,189.9% | Added |
| GM Advisory Group, Inc. | 43,837 | $4.98M | 0.30% | +1,463+3.5% | Added |
| Univest Financial Corp | 43,802 | $4.97M | 0.33% | +34,695+381.0% | Added |
| Graham Capital Management, L.P. | 43,756 | $4.97M | 0.16% | +36,033+466.6% | Added |
| Bailard, Inc. | 43,716 | $4.96M | 0.13% | +722+1.7% | Added |
| West Michigan Advisors, LLC | 43,385 | $4.96M | 1.50% | −39−0.1% | Reduced |
| Rowland & Co Investment Counsel | 43,548 | $4.95M | 1.00% | +70+0.2% | Added |
| Cullinan Associates Inc | 46,268 | $4.94M | 0.28% | +2,300+5.2% | Added |
| Rench Wealth Management, Inc. | 43,116 | $4.90M | 1.68% | +564+1.3% | Added |
| RBA Wealth Management, LLC | 43,097 | $4.89M | 1.89% | +1,045+2.5% | Added |
| Private Trust Co NA | 43,040 | $4.89M | 0.49% | −6,464−13.1% | Reduced |
| Trust Co of Kansas | 42,793 | $4.86M | 2.36% | +584+1.4% | Added |