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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 196,465 | $22.3M | 0.05% | −3,364−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 194,252 | $22.2M | 0.32% | −12,924−6.2% | Reduced |
| Prospera Financial Services Inc | 193,018 | $21.9M | 0.56% | +9,387+5.1% | Added |
| Avalon Trust Co | 192,151 | $21.8M | 1.61% | +2,195+1.2% | Added |
| Achmea Investment Management B.V. | 192,103 | $21.8M | 0.36% | +15,043+8.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 189,435 | $21.7M | 0.50% | +2,314+1.2% | Added |
| Baldwin Brothers Inc | 189,120 | $21.5M | 1.46% | +6,189+3.4% | Added |
| Novare Capital Management LLC | 188,165 | $21.4M | 1.81% | +22,077+13.3% | Added |
| Willis Investment Counsel | 187,795 | $21.3M | 1.39% | +150+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 186,982 | $21.2M | 0.49% | +48,807+35.3% | Added |
| Van Hulzen Asset Management, LLC | 186,608 | $21.2M | 1.53% | −22,981−11.0% | Reduced |
| Circle Wealth Management, LLC | 186,063 | $21.1M | 0.47% | −2,885−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 185,563 | $21.1M | 0.46% | +24,611+15.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 185,182 | $21.0M | 0.07% | +362+0.2% | Added |
| Payden & Rygel | 185,150 | $21.0M | 1.62% | +65,000+54.1% | Added |
| Tokio Marine Asset Management Co Ltd | 185,118 | $21.0M | 0.92% | +4,374+2.4% | Added |
| Everett Harris & Co | 184,986 | $21.0M | 0.26% | +9,240+5.3% | Added |
| Cary Street Partner Investment Advisory LLC | 184,965 | $21.0M | 0.77% | +5,347+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 221,054 | $21.0M | 0.15% | +99,236+81.5% | Added |
| Bollard Group LLC | 184,479 | $20.9M | 0.56% | +173+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 183,897 | $20.9M | 0.30% | +22,204+13.7% | Added |
| Armistice Capital, LLC | 182,794 | $20.8M | 0.54% | +182,794 | New |
| iA Global Asset Management Inc. | 181,234 | $20.6M | 0.36% | +43,325+31.4% | Added |
| Alaska Permanent Fund Corp | 181,071 | $20.6M | 0.30% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 181,018 | $20.6M | 1.40% | +1,047+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 180,767 | $20.5M | 1.10% | −2,924−1.6% | Reduced |
| Stillwater Capital Advisors, LLC | 180,338 | $20.5M | 2.65% | −2,146−1.2% | Reduced |
| Argent Trust Co | 180,303 | $20.5M | 0.85% | +256+0.1% | Added |
| Montag A & Associates Inc | 178,614 | $20.4M | 0.96% | −1,081−0.6% | Reduced |
| Edge Capital Group, LLC | 179,338 | $20.4M | 0.90% | +16,520+10.1% | Added |
| First Horizon Advisors, Inc. | 179,065 | $20.3M | 0.56% | −4,121−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 176,719 | $20.1M | 0.66% | −3,946−2.2% | Reduced |
| Kentucky Retirement Systems | 176,589 | $20.1M | 0.59% | −14,274−7.5% | Reduced |
| Godsey & Gibb Associates | 176,433 | $20.0M | 1.92% | +3,198+1.8% | Added |
| Neville Rodie & Shaw Inc | 175,983 | $20.0M | 1.47% | −7,060−3.9% | Reduced |
| Hudson Bay Capital Management LP | 175,728 | $20.0M | 0.14% | −69,870−28.4% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $19.6M | 1.79% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 172,888 | $19.6M | 0.28% | +12,085+7.5% | Added |
| Skba Capital Management LLC | 172,555 | $19.6M | 2.91% | −1,200−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 171,528 | $19.5M | 1.44% | +3,659+2.2% | Added |
| Exchange Traded Concepts, LLC | 170,684 | $19.4M | 0.46% | +28,668+20.2% | Added |
| Tudor Investment Corp Et Al | 168,504 | $19.1M | 0.21% | +125,129+288.5% | Added |
| Blue Chip Partners, Inc. | 168,416 | $19.1M | 1.66% | +5,777+3.6% | Added |
| Smith, Salley & Associates | 168,246 | $19.1M | 1.25% | +3,908+2.4% | Added |
| Wescott Financial Advisory Group, LLC | 168,165 | $19.1M | 2.05% | +1,635+1.0% | Added |
| Investment Management Corp of Ontario | 168,053 | $19.1M | 0.43% | +73,095+77.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 167,097 | $19.1M | 1.02% | +42,990+34.6% | Added |
| Brinker Capital Investments, LLC | 167,395 | $19.0M | 0.19% | −4,711−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 167,395 | $19.0M | 0.19% | −4,711−2.7% | Reduced |
| Intact Investment Management Inc. | 166,200 | $18.9M | 0.63% | +22,940+16.0% | Added |
| Woodmont Investment Counsel LLC | 165,293 | $18.8M | 1.41% | +2,931+1.8% | Added |
| GW Henssler & Associates Ltd | 165,119 | $18.8M | 1.06% | +1,183+0.7% | Added |
| MAI Capital Management | 164,913 | $18.7M | 0.18% | −17,494−9.6% | Reduced |
| Phoenix Holdings Ltd. | 163,426 | $18.7M | 0.28% | +45,668+38.8% | Added |
| Mizuho Securities USA LLC | 164,369 | $18.7M | 0.40% | −30,916−15.8% | Reduced |
| Logan Capital Management Inc | 163,928 | $18.6M | 0.77% | −308−0.2% | Reduced |
| Kimelman & Baird, LLC | 162,900 | $18.5M | 1.48% | −660−0.4% | Reduced |
| Prospector Partners LLC | 162,848 | $18.5M | 1.97% | +737+0.5% | Added |
| Forbes J M & Co LLP | 162,736 | $18.5M | 1.80% | −2,270−1.4% | Reduced |
| Jane Street Group, LLC | 162,408 | $18.4M | 0.03% | −2,272,016−93.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 160,577 | $18.2M | 1.57% | +2,058+1.3% | Added |
| Central Securities Corp | 160,000 | $18.2M | 1.76% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 159,722 | $18.1M | 2.23% | +1,510+1.0% | Added |
| Hartford Investment Management Co | 159,473 | $18.1M | 0.60% | −2,758−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 159,027 | $18.1M | 0.15% | −8,897−5.3% | Reduced |
| Fishman Jay A Ltd | 158,971 | $18.1M | 1.79% | +13,060+9.0% | Added |
| Parthenon LLC | 158,720 | $18.0M | 2.15% | −400−0.3% | Reduced |
| Dodge & Cox | 158,251 | $18.0M | 0.01% | −625−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 157,390 | $17.9M | 1.04% | +1,333+0.9% | Added |
| Diversified Trust Co | 155,273 | $17.6M | 0.44% | +14,461+10.3% | Added |
| Mirabella Financial Services LLP | 154,899 | $17.6M | 0.99% | +154,899 | New |
| HealthInvest Partners AB | 154,699 | $17.6M | 8.26% | +41,965+37.2% | Added |
| Associated Banc-Corp | 154,464 | $17.5M | 0.52% | −4,498−2.8% | Reduced |
| Synergy Financial Management, LLC | 153,216 | $17.4M | 2.65% | +119,875+359.5% | Added |
| Summit Global Investments | 152,669 | $17.3M | 1.11% | +7,263+5.0% | Added |
| Nemes Rush Group LLC | 130,991 | $17.3M | 2.51% | −6,405−4.7% | Reduced |
| Cohen Klingenstein LLC | 151,416 | $17.2M | 0.60% | −164−0.1% | Reduced |
| Cadinha & Co LLC | 151,370 | $17.2M | 2.94% | −393−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 149,025 | $17.0M | 0.18% | −24,254−14.0% | Reduced |
| Redwood Grove Capital, LLC | 149,710 | $17.0M | 4.62% | +50,410+50.8% | Added |
| Charter Trust Co | 149,495 | $17.0M | 1.08% | −320−0.2% | Reduced |
| Metis Global Partners, LLC | 149,290 | $17.0M | 0.53% | +4,298+3.0% | Added |
| Lido Advisors, LLC | 148,416 | $16.9M | 0.13% | +9,927+7.2% | Added |
| HB Wealth Management, LLC | 147,771 | $16.8M | 0.18% | +3,942+2.7% | Added |
| Assetmark, Inc | 147,176 | $16.7M | 0.05% | +16,911+13.0% | Added |
| Bourgeon Capital Management LLC | 146,806 | $16.7M | 3.21% | +3,316+2.3% | Added |
| Davy Global Fund Management Ltd | 146,402 | $16.6M | 1.73% | +8,008+5.8% | Added |
| Maryland State Retirement & Pension System | 146,151 | $16.6M | 0.35% | −51,516−26.1% | Reduced |
| Aptus Capital Advisors, LLC | 145,914 | $16.6M | 0.25% | +43,852+43.0% | Added |
| Jefferies Financial Group Inc. | 145,855 | $16.6M | 0.27% | +36,835+33.8% | Added |
| Moors & Cabot, Inc. | 144,394 | $16.4M | 0.81% | −867−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 144,367 | $16.4M | 1.34% | +7,612+5.6% | Added |
| Rakuten Investment Management, Inc. | 143,593 | $16.3M | 0.10% | +35,752+33.2% | Added |
| Shelton Capital Management | 143,738 | $16.3M | 0.42% | +28,030+24.2% | Added |
| Hantz Financial Services, Inc. | 143,592 | $16.3M | 0.29% | −6,731−4.5% | Reduced |
| Louisiana State Employees Retirement System | 142,700 | $16.2M | 0.30% | −600−0.4% | Reduced |
| Jump Financial, LLC | 142,514 | $16.2M | 0.33% | +11,605+8.9% | Added |
| Narwhal Capital Management | 141,743 | $16.1M | 1.45% | +15,510+12.3% | Added |
| Bragg Financial Advisors, Inc | 141,677 | $16.1M | 0.66% | +202+0.1% | Added |
| Ieq Capital, LLC | 141,086 | $16.0M | 0.20% | +9,502+7.2% | Added |