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, Q4 2024
Institutional positions in Merck & Co., Inc. as of Dec 31, 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
- 3,618
- +183 vs. Q3 2024
- Shares held
- 1.98B
- +39.5M (+2.0%) vs. Q3 2024
- Total value
- $196.9B
- −$22.8B (−10.4%) vs. Q3 2024
- New holders
- 390
- 1,324 more added
- Sold out
- 207
- 1,580 more reduced
66 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | 4,413 | $439.0K | 0.09% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,414 | $439.1K | 0.07% | +6+0.1% | Added |
| Hart & Patterson Financial Group LLC | 4,415 | $439.2K | 0.21% | −70−1.6% | Reduced |
| Howard Wealth Management, LLC | 4,416 | $439.3K | 0.24% | +7+0.2% | Added |
| Capital Market Strategies LLC | 4,417 | $439.4K | 0.25% | +6+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 4,426 | $440.3K | 0.06% | +1,024+30.1% | Added |
| Greater Midwest Financial Group, LLC | 4,460 | $443.6K | 0.28% | −2,301−34.0% | Reduced |
| Benin Management CORP | 4,464 | $444.1K | 0.12% | −64−1.4% | Reduced |
| Signature Wealth Management Group | 4,466 | $444.3K | 0.18% | −64−1.4% | Reduced |
| Tudor Financial Inc. | 4,473 | $444.9K | 0.26% | +715+19.0% | Added |
| Novak & Powell Financial Services, Inc. | 4,474 | $445.0K | 0.27% | +15+0.3% | Added |
| Revolve Wealth Partners, LLC | 4,475 | $445.2K | 0.07% | −323−6.7% | Reduced |
| Floyd Financial Group LLC | 4,487 | $445.3K | 0.37% | +4,487 | New |
| Clare Market Investments LLC | 4,487 | $446.4K | 0.11% | +109+2.5% | Added |
| X-Square Capital, LLC | 4,500 | $448.0K | 0.18% | +10.0% | Added |
| Renasant Bank | 4,513 | $449.0K | 0.29% | −381−7.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,513 | $449.0K | 0.10% | −312−6.5% | Reduced |
| Retirement Planning Group | 4,521 | $449.8K | 0.02% | +1,022+29.2% | Added |
| Empirical Asset Management, LLC | 131,919 | $450.6K | 0.15% | +106,038+409.7% | Added |
| Hazlett, Burt & Watson, Inc. | 4,556 | $451.0K | 0.20% | −572−11.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,541 | $451.7K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 4,545 | $452.1K | 0.31% | −200−4.2% | Reduced |
| Perennial Investment Advisors, LLC | 4,550 | $452.7K | 0.05% | −613−11.9% | Reduced |
| Objective Capital Management, LLC | 4,563 | $453.9K | 0.30% | −335−6.8% | Reduced |
| Unionview, LLC | 4,565 | $454.1K | 0.33% | +10.0% | Added |
| Hurlow Wealth Management Group, Inc. | 4,580 | $455.7K | 0.14% | −68−1.5% | Reduced |
| Sienna Gestion | 4,583 | $455.9K | 0.03% | −59,748−92.9% | Reduced |
| Quantum Financial Advisors, LLC | 4,590 | $456.6K | 0.07% | +450+10.9% | Added |
| United Bank | 4,595 | $457.1K | 0.05% | −21−0.5% | Reduced |
| Holistic Financial Partners | 4,596 | $457.2K | 0.23% | +339+8.0% | Added |
| Cohen Investment Advisors LLC | 4,598 | $457.4K | 0.28% | +130+2.9% | Added |
| Hanlon Investment Management, Inc. | 4,601 | $457.7K | 0.12% | +540+13.3% | Added |
| Rise Advisors, LLC | 4,608 | $458.4K | 0.22% | −491−9.6% | Reduced |
| Lane & Associates LLC | 4,641 | $458.6K | 0.24% | −294−6.0% | Reduced |
| Parisi Gray Wealth Management | 4,612 | $458.8K | 0.15% | −408−8.1% | Reduced |
| Uhlmann Price Securities, LLC | 4,613 | $458.9K | 0.35% | +1,127+32.3% | Added |
| Cardiff Park Advisors, LLC | 4,617 | $459.3K | 0.04% | −283−5.8% | Reduced |
| First Citizens Financial Corp | 4,623 | $459.9K | 0.25% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,627 | $460.3K | 0.01% | +141+3.1% | Added |
| 360 Financial, Inc. | 4,631 | $460.7K | 0.17% | +20.0% | Added |
| Sylvest Advisors, LLC | 4,631 | $460.7K | 0.28% | +4,631 | New |
| BlackDiamond Wealth Management Inc. | 4,643 | $461.9K | 0.27% | +495+11.9% | Added |
| JGP Wealth Management, LLC | 4,649 | $462.5K | 0.06% | −28−0.6% | Reduced |
| Semus Wealth Partners LLC | 4,657 | $463.3K | 0.31% | +1,245+36.5% | Added |
| O'Brien Greene & Co. Inc | 4,661 | $463.7K | 0.15% | −334−6.7% | Reduced |
| Johnson Bixby & Associates, LLC | 4,662 | $463.8K | 0.07% | −5−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,625 | $463.8K | 0.22% | −1,052−18.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,664 | $464.0K | 0.18% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 4,665 | $464.1K | 0.50% | +4,665 | New |
| Ameriflex Group, Inc. | 4,698 | $464.3K | 0.21% | +4,698 | New |
| Cottage Street Advisors LLC | 4,670 | $464.6K | 0.24% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,671 | $464.7K | 0.20% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 4,675 | $465.1K | 0.14% | +133+2.9% | Added |
| Virtu Financial LLC | 4,687 | $466.0K | 0.02% | +2,359+101.3% | Added |
| Perritt Capital Management Inc | 4,692 | $466.9K | 0.24% | +1,147+32.4% | Added |
| Arcataur Capital Management LLC | 4,701 | $467.7K | 0.16% | +1,025+27.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,703 | $467.8K | 0.15% | −2,235−32.2% | Reduced |
| Annandale Capital, LLC | 4,703 | $468.0K | 0.09% | 00.0% | Unchanged |
| Farmers Trust Co | 4,710 | $468.6K | 0.09% | −10.0% | Reduced |
| Investment Partners, Ltd. | 4,712 | $468.7K | 0.19% | −1,488−24.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,715 | $469.0K | 0.11% | +986+26.4% | Added |
| Consolidated Portfolio Review Corp | 4,715 | $469.1K | 0.07% | +773+19.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,722 | $470.0K | 0.20% | +3+0.1% | Added |
| Montchanin Asset Management, LLC | 4,733 | $471.0K | 0.46% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 4,735 | $471.0K | 0.57% | +4,735 | New |
| Bourne Lent Asset Management Inc | 4,737 | $471.2K | 0.18% | −730−13.4% | Reduced |
| Constitution Capital LLC | 4,750 | $472.5K | 0.27% | −200−4.0% | Reduced |
| Consolidated Planning Corp | 4,754 | $472.9K | 0.06% | −43,611−90.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,763 | $473.9K | 0.47% | +4,763 | New |
| Acima Private Wealth, LLC | 4,764 | $473.9K | 0.16% | 00.0% | Unchanged |
| ORG Partners LLC | 4,766 | $474.3K | 0.06% | −2,418−33.7% | Reduced |
| Meridian Investment Counsel Inc. | 4,779 | $475.4K | 0.14% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,796 | $477.1K | 0.17% | +9+0.2% | Added |
| Mendel Capital Management LLC | 4,800 | $477.5K | 0.29% | −123−2.5% | Reduced |
| Valley Brook Capital Group | 4,800 | $477.5K | 0.36% | −2,832−37.1% | Reduced |
| Gibbs Wealth Management | 4,804 | $477.9K | 0.13% | +1,334+38.4% | Added |
| Heritage Financial Services, LLC | 4,808 | $478.3K | 0.06% | −1,905−28.4% | Reduced |
| New Century Financial Group, LLC | 4,833 | $479.1K | 0.20% | −3,108−39.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,819 | $479.4K | 0.08% | +223+4.9% | Added |
| Fidelity D & D Bancorp Inc | 4,824 | $479.9K | 0.32% | +3,000+164.5% | Added |
| Harmony Asset Management LLC | 4,826 | $480.1K | 0.19% | −2,716−36.0% | Reduced |
| Dynasty Wealth Management, LLC | 4,826 | $480.1K | 0.01% | +4,826 | New |
| Denali Advisors LLC | 4,835 | $481.0K | 0.05% | −4,757−49.6% | Reduced |
| Westend Capital Management, LLC | 4,835 | $481.0K | 0.14% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 4,833 | $481.0K | 0.20% | +16+0.3% | Added |
| HGK Asset Management Inc | 4,849 | $482.4K | 0.09% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,852 | $482.7K | 0.19% | +526+12.2% | Added |
| Wetzel Investment Advisors, Inc. | 4,814 | $482.8K | 0.24% | −49−1.0% | Reduced |
| Luts & Greenleigh Group, Inc | 4,864 | $483.9K | 0.48% | +421+9.5% | Added |
| Fortis Group Advisors, LLC | 4,887 | $486.2K | 0.09% | −23−0.5% | Reduced |
| HBW Advisory Services LLC | 4,899 | $487.4K | 0.07% | +262+5.7% | Added |
| Fermata Advisors, LLC | 4,901 | $487.5K | 0.09% | +1,524+45.1% | Added |
| OmniStar Financial Group, Inc. | 4,912 | $488.9K | 0.39% | −1,731−26.1% | Reduced |
| Sunburst Financial Group, LLC | 4,914 | $488.9K | 0.12% | −2,874−36.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,921 | $489.5K | 0.06% | −283−5.4% | Reduced |
| Forefront Wealth Partners, LLC | 4,924 | $489.9K | 0.36% | +4,924 | New |
| Dupree Financial Group, LLC | 4,924 | $489.9K | 0.22% | +194+4.1% | Added |
| OneAscent Wealth Management LLC | 4,929 | $490.0K | 0.20% | +530+12.0% | Added |
| Verity & Verity, LLC | 4,929 | $490.3K | 0.04% | +270+5.8% | Added |
| Liberty Capital Management, Inc. | 4,932 | $490.6K | 0.11% | 00.0% | Unchanged |