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 |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 300,000 | $34.1M | 0.68% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 299,090 | $34.0M | 2.65% | −9,449−3.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 297,992 | $33.8M | 0.54% | +133,216+80.8% | Added |
| Deprince Race & Zollo Inc | 297,737 | $33.8M | 0.65% | +8,793+3.0% | Added |
| Yousif Capital Management, LLC | 295,623 | $33.6M | 0.36% | −9,327−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 294,311 | $33.4M | 2.46% | −983−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 294,059 | $33.4M | 2.24% | −4,492−1.5% | Reduced |
| Bokf, NA | 301,098 | $33.2M | 0.59% | +1,593+0.5% | Added |
| Howard Capital Management Group, LLC | 291,278 | $33.1M | 2.32% | −578−0.2% | Reduced |
| Private Wealth Partners, LLC | 290,519 | $33.0M | 2.63% | −50,478−14.8% | Reduced |
| Chilton Capital Management LLC | 290,089 | $32.9M | 1.37% | +22,004+8.2% | Added |
| Toroso Investments, LLC | 289,298 | $32.9M | 0.36% | +55,048+23.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 288,146 | $32.7M | 0.83% | +830.0% | Added |
| Davenport & Co LLC | 285,734 | $32.4M | 0.19% | +7,697+2.8% | Added |
| Quadrature Capital Ltd | 285,734 | $32.4M | 0.74% | −19,405−6.4% | Reduced |
| Grandfield & Dodd, LLC | 285,052 | $32.4M | 1.92% | −9,825−3.3% | Reduced |
| Dearborn Partners LLC | 284,419 | $32.3M | 1.31% | −6,570−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 281,286 | $32.2M | 0.26% | +31,013+12.4% | Added |
| Highland Capital Management, LLC | 283,050 | $32.1M | 1.83% | −1,831−0.6% | Reduced |
| GW&K Investment Management, LLC | 282,893 | $32.1M | 0.27% | −4,417−1.5% | Reduced |
| Heritage Investors Management Corp | 281,707 | $32.0M | 1.07% | +10,217+3.8% | Added |
| Pinnacle Financial Partners Inc | 280,224 | $31.8M | 0.64% | +6,797+2.5% | Added |
| Klingenstein Fields & Co LP | 279,198 | $31.7M | 1.26% | −5,680−2.0% | Reduced |
| Northwest & Ethical Investments L.P. | 277,965 | $31.6M | 0.83% | +247+0.1% | Added |
| FIL Ltd | 275,509 | $31.3M | 0.03% | −42,261−13.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 273,466 | $31.1M | 1.78% | +49,696+22.2% | Added |
| William Blair Investment Management, LLC | 272,247 | $30.9M | 0.08% | +33,950+14.2% | Added |
| Advisors Asset Management, Inc. | 268,576 | $30.5M | 0.56% | −2,147−0.8% | Reduced |
| JustInvest LLC | 267,576 | $30.4M | 0.49% | −6,802−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 267,523 | $30.4M | 0.35% | −4,259−1.6% | Reduced |
| Campbell Newman Asset Management Inc | 267,137 | $30.3M | 2.28% | −548−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 262,667 | $29.8M | 0.07% | −104,972−28.6% | Reduced |
| Jupiter Asset Management Ltd | 261,729 | $29.7M | 0.26% | +258,700+8,540.8% | Added |
| Rafferty Asset Management, LLC | 260,880 | $29.6M | 0.10% | −17,704−6.4% | Reduced |
| Moran Wealth Management, LLC | 260,248 | $29.6M | 0.91% | −93,556−26.4% | Reduced |
| J. Goldman & Co LP | 258,906 | $29.4M | 1.28% | −386,730−59.9% | Reduced |
| Atria Investments LLC | 258,306 | $29.3M | 0.36% | −9,519−3.6% | Reduced |
| Generate Investment Management Ltd | 257,199 | $29.2M | 1.95% | +162,482+171.5% | Added |
| Salem Investment Counselors Inc | 253,371 | $28.9M | 0.87% | +777+0.3% | Added |
| Norris Perne & French LLP | 254,887 | $28.9M | 1.98% | +51,858+25.5% | Added |
| Applied Finance Capital Management, LLC | 252,956 | $28.7M | 1.23% | +2,422+1.0% | Added |
| Erste Asset Management GmbH | 250,432 | $28.5M | 0.34% | +26,910+12.0% | Added |
| RWC Asset Management LLP | 250,082 | $28.4M | 1.65% | −1,954−0.8% | Reduced |
| WSFS Capital Management, LLC | 249,857 | $28.4M | 1.53% | −2,504−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 257,776 | $28.3M | 0.25% | −40,066−13.5% | Reduced |
| Empowered Funds, LLC | 248,397 | $28.2M | 0.44% | +147,267+145.6% | Added |
| Thompson Siegel & Walmsley LLC | 248,087 | $28.2M | 0.42% | −1,083−0.4% | Reduced |
| Chartwell Investment Partners, LLC | 247,844 | $28.1M | 0.97% | −15,191−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 247,299 | $28.1M | 0.73% | −641−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 246,414 | $28.0M | 0.50% | +57,106+30.2% | Added |
| Citizens Financial Group Inc | 243,997 | $27.8M | 0.56% | +7,769+3.3% | Added |
| Ingalls & Snyder LLC | 243,574 | $27.7M | 1.09% | −3,097−1.3% | Reduced |
| Poplar Forest Capital LLC | 243,243 | $27.6M | 3.76% | +11,893+5.1% | Added |
| Wilkins Investment Counsel Inc | 242,482 | $27.5M | 3.81% | −1,884−0.8% | Reduced |
| Rhenman & Partners Asset Management AB | 241,000 | $27.4M | 2.22% | +66,000+37.7% | Added |
| Elo Mutual Pension Insurance Co | 240,716 | $27.3M | 0.59% | +12,944+5.7% | Added |
| Congress Wealth Management LLC | 240,456 | $27.3M | 0.36% | +55,659+30.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 237,917 | $27.1M | 0.52% | +146,691+160.8% | Added |
| Laurion Capital Management LP | 236,779 | $26.9M | 1.73% | +236,779 | New |
| Federation des caisses Desjardins du Quebec | 236,426 | $26.8M | 0.13% | −8,268−3.4% | Reduced |
| Brown Brothers Harriman & Co | 234,454 | $26.6M | 0.18% | +420+0.2% | Added |
| Letko, Brosseau & Associates Inc | 232,309 | $26.4M | 0.48% | −1,930−0.8% | Reduced |
| Umb Bank N A | 231,710 | $26.3M | 0.41% | −47,793−17.1% | Reduced |
| Alpha Cubed Investments, LLC | 231,527 | $26.3M | 1.17% | +7,529+3.4% | Added |
| International Assets Investment Management, LLC | 2,971,554 | $26.2M | 0.12% | +2,946,742+11,876.3% | Added |
| Wealthfront Advisers LLC | 229,139 | $26.0M | 0.08% | −11,830−4.9% | Reduced |
| Roffman Miller Associates Inc | 228,733 | $26.0M | 1.59% | −24,939−9.8% | Reduced |
| Cardinal Capital Management, Inc. | 226,264 | $25.7M | 1.06% | +4,624+2.1% | Added |
| Avantax Advisory Services, Inc. | 226,200 | $25.7M | 0.17% | −1,021−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 224,225 | $25.5M | 0.47% | +936+0.4% | Added |
| Stack Financial Management, Inc | 224,276 | $25.5M | 2.29% | +3,207+1.5% | Added |
| Vident Advisory, LLC | 224,182 | $25.5M | 0.64% | +75,350+50.6% | Added |
| CapWealth Advisors, LLC | 221,009 | $25.1M | 2.74% | +5,880+2.7% | Added |
| St. James Investment Company, LLC | 220,463 | $25.0M | 4.23% | −13,575−5.8% | Reduced |
| Braun Stacey Associates Inc | 218,985 | $24.9M | 0.94% | −7,853−3.5% | Reduced |
| EP Wealth Advisors, LLC | 217,123 | $24.7M | 0.21% | +27,461+14.5% | Added |
| Oregon Public Employees Retirement Fund | 216,957 | $24.6M | 0.46% | −700−0.3% | Reduced |
| Bruce & Co., Inc. | 214,500 | $24.4M | 7.09% | −10,000−4.5% | Reduced |
| Quantinno Capital Management LP | 214,380 | $24.3M | 0.32% | +34,213+19.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 213,493 | $24.2M | 1.10% | −19,764−8.5% | Reduced |
| First Manhattan Co | 210,119 | $24.0M | 0.07% | −738−0.4% | Reduced |
| South Dakota Investment Council | 210,886 | $23.9M | 0.47% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 210,000 | $23.8M | 0.98% | −277,599−56.9% | Reduced |
| Destination Wealth Management | 209,406 | $23.8M | 0.74% | +4,146+2.0% | Added |
| Blackhill Capital Inc | 208,500 | $23.7M | 1.36% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 206,238 | $23.4M | 0.36% | +6,503+3.3% | Added |
| Zimmer Partners, LP | 205,400 | $23.3M | 0.44% | +55,300+36.8% | Added |
| Randolph Co Inc | 205,021 | $23.3M | 2.71% | −132−0.1% | Reduced |
| General American Investors Co Inc | 204,326 | $23.2M | 1.61% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 203,297 | $23.1M | 0.10% | +26,448+15.0% | Added |
| Abn Amro Investment Solutions | 201,967 | $22.9M | 0.40% | −12,605−5.9% | Reduced |
| Boston Common Asset Management, LLC | 200,116 | $22.7M | 0.59% | −13,077−6.1% | Reduced |
| Integral Health Asset Management, LLC | 200,000 | $22.7M | 2.67% | −35,000−14.9% | Reduced |
| TCTC Holdings, LLC | 199,742 | $22.7M | 0.77% | +3,256+1.7% | Added |
| First National Trust Co | 199,076 | $22.6M | 0.87% | −1,878−0.9% | Reduced |
| Berkley W R Corp | 199,000 | $22.6M | 1.62% | +199,000 | New |
| Gulf International Bank (UK) Ltd | 198,987 | $22.6M | 0.58% | −8,971−4.3% | Reduced |
| Omers Administration Corp | 198,524 | $22.5M | 0.21% | +15,964+8.7% | Added |
| RMB Capital Management, LLC | 197,482 | $22.4M | 0.51% | −22,942−10.4% | Reduced |
| Richard C. Young & CO., LTD. | 196,833 | $22.4M | 2.44% | +1,421+0.7% | Added |