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 |
|---|---|---|---|---|---|
| Greenwood Gearhart Inc | 104,989 | $11.9M | 0.99% | +10,551+11.2% | Added |
| Kinneret Advisory, LLC | 104,198 | $11.9M | 1.09% | −1,365−1.3% | Reduced |
| Park Avenue Securities LLC | 104,867 | $11.9M | 0.13% | −19,615−15.8% | Reduced |
| Evercore Wealth Management, LLC | 104,700 | $11.9M | 0.18% | −1,433−1.4% | Reduced |
| First Trust Investment Solutions L.P. | 104,473 | $11.9M | 1.34% | +90,299+637.1% | Added |
| Tufton Capital Management | 104,119 | $11.8M | 2.22% | −1,250−1.2% | Reduced |
| First National Bank of Omaha | 104,062 | $11.8M | 0.75% | −1,744−1.6% | Reduced |
| Johnson Investment Counsel Inc | 103,765 | $11.8M | 0.12% | +6,527+6.7% | Added |
| Advisory Research Inc | 103,765 | $11.8M | 2.09% | +3,415+3.4% | Added |
| Grassi Investment Management | 103,512 | $11.8M | 1.02% | −252−0.2% | Reduced |
| Eldred Rock Partners, LLC | 102,458 | $11.7M | 3.91% | +3,993+4.1% | Added |
| Executive Wealth Management, LLC | 103,084 | $11.7M | 0.92% | +37,059+56.1% | Added |
| LaFleur & Godfrey LLC | 103,083 | $11.7M | 1.61% | −2,330−2.2% | Reduced |
| Daymark Wealth Partners, LLC | 221,819 | $11.7M | 0.49% | +673+0.3% | Added |
| Westpac Banking Corp | 102,744 | $11.7M | 0.78% | +12,644+14.0% | Added |
| Great Valley Advisor Group, Inc. | 102,663 | $11.7M | 0.29% | +7,064+7.4% | Added |
| Coldstream Capital Management Inc | 102,399 | $11.6M | 0.25% | +7,544+8.0% | Added |
| 1st Source Bank | 101,755 | $11.6M | 0.65% | −682−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 102,862 | $11.5M | 1.20% | +14,128+15.9% | Added |
| NBT Bank N A | 101,464 | $11.5M | 0.78% | −2,403−2.3% | Reduced |
| Greenleaf Trust | 101,461 | $11.5M | 0.10% | −400.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 100,130 | $11.4M | 2.32% | +8,143+8.9% | Added |
| Quest Investment Management LLC | 100,592 | $11.4M | 1.34% | +69,475+223.3% | Added |
| Stock Yards Bank & Trust Co | 100,310 | $11.4M | 0.37% | −176−0.2% | Reduced |
| Cutler Investment Counsel LLC | 99,077 | $11.3M | 1.43% | −3,127−3.1% | Reduced |
| Slocum, Gordon & Co LLP | 99,546 | $11.3M | 4.55% | −5,075−4.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $11.3M | 1.46% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 110,810 | $11.3M | 2.84% | +8,521+8.3% | Added |
| Apollon Wealth Management, LLC | 99,289 | $11.3M | 0.32% | −5,538−5.3% | Reduced |
| Tompkins Financial Corp | 98,567 | $11.2M | 1.07% | +946+1.0% | Added |
| Fort Sheridan Advisors LLC | 98,434 | $11.2M | 1.70% | −278−0.3% | Reduced |
| One Capital Management, LLC | 98,354 | $11.2M | 0.36% | +7,924+8.8% | Added |
| GLOBALT Investments LLC | 98,345 | $11.2M | 0.42% | −1,321−1.3% | Reduced |
| Lee Danner & Bass Inc | 98,334 | $11.2M | 0.79% | −1,672−1.7% | Reduced |
| Estabrook Capital Management | 98,332 | $11.2M | 1.66% | −392−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 97,792 | $11.1M | 0.21% | −668−0.7% | Reduced |
| Sit Investment Associates Inc | 97,494 | $11.1M | 0.25% | +11,270+13.1% | Added |
| John G Ullman & Associates Inc | 97,472 | $11.1M | 1.59% | +10.0% | Added |
| Marco Investment Management LLC | 97,337 | $11.1M | 0.95% | +3,196+3.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 97,140 | $11.0M | 0.88% | −757−0.8% | Reduced |
| Naples Global Advisors, LLC | 96,395 | $11.0M | 1.02% | +1,476+1.6% | Added |
| Cullen Investment Group, Ltd. | 95,977 | $10.9M | 1.63% | +3,036+3.3% | Added |
| United Asset Strategies, Inc. | 95,796 | $10.9M | 1.01% | +3,913+4.3% | Added |
| JB Capital LLC | 95,340 | $10.8M | 0.62% | +3,235+3.5% | Added |
| PGGM Investments | 95,052 | $10.8M | 0.14% | +41,726+78.2% | Added |
| Stamos Capital Partners, L.P. | 94,180 | $10.7M | 2.52% | +24,190+34.6% | Added |
| First Nebraska Trust Co | 93,871 | $10.7M | 1.04% | −1,019−1.1% | Reduced |
| Rothschild Investment LLC | 93,661 | $10.6M | 0.70% | −1,477−1.6% | Reduced |
| Lynch & Associates | 92,701 | $10.5M | 2.23% | −225−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 91,875 | $10.5M | 0.67% | −10,077−9.9% | Reduced |
| Talbot Financial, LLC | 91,520 | $10.4M | 1.27% | +4,942+5.7% | Added |
| Busey Wealth Management | 91,402 | $10.4M | 0.34% | −542−0.6% | Reduced |
| Winslow Asset Management Inc | 91,236 | $10.4M | 1.92% | +446+0.5% | Added |
| Violich Capital Management, Inc. | 91,229 | $10.4M | 1.35% | +800+0.9% | Added |
| Exencial Wealth Advisors, LLC | 91,151 | $10.4M | 0.37% | −6,133−6.3% | Reduced |
| Adalta Capital Management LLC | 90,125 | $10.3M | 5.31% | −58−0.1% | Reduced |
| Sumitomo Life Insurance Co | 89,794 | $10.2M | 0.20% | +14,744+19.6% | Added |
| Oddo BHF Asset Management SAS | 89,703 | $10.2M | 0.51% | +89,703 | New |
| Weiss Asset Management LP | 89,271 | $10.1M | 0.26% | +89,271 | New |
| We Are One Seven, LLC | 89,177 | $10.1M | 0.44% | +12,011+15.6% | Added |
| Hamel Associates, Inc. | 88,189 | $10.0M | 3.06% | −695−0.8% | Reduced |
| Empirical Finance, LLC | 88,158 | $10.0M | 0.58% | +1,984+2.3% | Added |
| Everence Capital Management Inc | 88,091 | $10.0M | 0.63% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 87,601 | $9.95M | 0.49% | +2,888+3.4% | Added |
| Mill Capital Management, LLC | 87,548 | $9.94M | 0.78% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 87,419 | $9.93M | 0.41% | +2,056+2.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 86,800 | $9.85M | 0.28% | −22,372−20.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 86,400 | $9.81M | 0.36% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 86,179 | $9.79M | 1.98% | −18,362−17.6% | Reduced |
| Country Club Bank | 85,813 | $9.76M | 0.65% | −733−0.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 85,370 | $9.70M | 3.44% | +275+0.3% | Added |
| Simmons Bank | 84,911 | $9.64M | 0.70% | −1,826−2.1% | Reduced |
| Engineers Gate Manager LP | 84,700 | $9.62M | 0.19% | −75,050−47.0% | Reduced |
| Oak Grove Capital LLC | 84,238 | $9.57M | 2.12% | +33,977+67.6% | Added |
| Clifford Swan Investment Counsel LLC | 83,987 | $9.54M | 0.34% | +4,050+5.1% | Added |
| Equitable Holdings, Inc. | 83,843 | $9.52M | 0.09% | +10,216+13.9% | Added |
| Longbow Finance SA | 83,820 | $9.52M | 1.02% | +3,810+4.8% | Added |
| Artemis Investment Management LLP | 83,818 | $9.52M | 0.15% | −45,218−35.0% | Reduced |
| Financial Enhancement Group LLC | 81,948 | $9.51M | 1.87% | +38,862+90.2% | Added |
| Buffington Mohr McNeal | 83,726 | $9.51M | 1.56% | +588+0.7% | Added |
| TD Private Client Wealth LLC | 83,039 | $9.43M | 0.27% | −3,688−4.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 82,882 | $9.41M | 0.79% | +14,714+21.6% | Added |
| Liontrust Investment Partners LLP | 75,939 | $9.40M | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 82,257 | $9.34M | 0.21% | +6,968+9.3% | Added |
| Nixon Peabody Trust Co | 82,209 | $9.34M | 0.78% | −352−0.4% | Reduced |
| NewEdge Wealth, LLC | 81,737 | $9.28M | 0.17% | +7,277+9.8% | Added |
| Bleakley Financial Group, LLC | 81,714 | $9.28M | 0.28% | −83,306−50.5% | Reduced |
| FLC Capital Advisors | 81,505 | $9.26M | 2.14% | −2,990−3.5% | Reduced |
| Integrated Wealth Concepts LLC | 81,479 | $9.25M | 0.11% | −442−0.5% | Reduced |
| Mutual Advisors, LLC | 86,823 | $9.19M | 0.27% | −1,745−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 80,943 | $9.19M | 0.09% | +4,172+5.4% | Added |
| GFS Advisors, LLC | 80,886 | $9.19M | 1.95% | +79,926+8,325.6% | Added |
| Gladstone Institutional Advisory LLC | 80,851 | $9.18M | 0.45% | +6,793+9.2% | Added |
| Perigon Wealth Management, LLC | 80,697 | $9.16M | 0.25% | −23,264−22.4% | Reduced |
| Fundamentun, LLC | 80,481 | $9.14M | 0.64% | +25,362+46.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 80,337 | $9.12M | 0.21% | −267−0.3% | Reduced |
| Carret Asset Management, LLC | 80,276 | $9.12M | 0.99% | +1,170+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $9.11M | 1.08% | 00.0% | Unchanged |
| Sky Investment Group LLC | 79,931 | $9.08M | 1.63% | +3,027+3.9% | Added |
| Edentree Asset Management Ltd | 79,640 | $9.04M | 2.62% | +73,840+1,273.1% | Added |