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 |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 4,951 | $492.5K | 0.18% | 00.0% | Unchanged |
| Legacy Trust | 4,979 | $495.3K | 0.11% | −421−7.8% | Reduced |
| Bender Robert & Associates | 4,982 | $495.6K | 0.12% | 00.0% | Unchanged |
| New Republic Capital, LLC | 4,954 | $496.7K | 0.32% | +389+8.5% | Added |
| Strive Asset Management, LLC | 5,006 | $498.0K | 0.37% | +5,006 | New |
| Delphi Management Inc | 5,007 | $498.0K | 0.48% | −6,998−58.3% | Reduced |
| Abel Hall, LLC | 5,014 | $498.8K | 0.32% | −242−4.6% | Reduced |
| Florida Financial Advisors, LLC | 5,038 | $501.2K | 0.22% | +948+23.2% | Added |
| McIlrath & Eck, LLC | 5,042 | $501.5K | 0.06% | −25−0.5% | Reduced |
| Corps Capital Advisors, LLC | 5,043 | $501.7K | 0.51% | +5,043 | New |
| Emergent Wealth Advisors, LLC | 5,051 | $502.5K | 0.36% | +35+0.7% | Added |
| Bath Savings Trust Co | 5,056 | $503.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5,054 | $503.0K | 0.06% | +310+6.5% | Added |
| Millennium Capital Advisors, LLC | 5,062 | $503.6K | 0.34% | −318−5.9% | Reduced |
| N.E.W. Advisory Services LLC | 5,067 | $504.0K | 0.05% | −218−4.1% | Reduced |
| Creative Financial Designs Inc | 5,079 | $505.3K | 0.04% | −22−0.4% | Reduced |
| CWC Advisors, LLC. | 5,080 | $505.4K | 0.50% | −418−7.6% | Reduced |
| Summa Corp. | 5,080 | $505.5K | 0.25% | +5,080 | New |
| Sendero Wealth Management, LLC | 5,086 | $506.0K | 0.08% | +451+9.7% | Added |
| Black Diamond Financial, LLC | 5,097 | $507.1K | 0.08% | +1,076+26.8% | Added |
| Smith Thornton Advisors LLC | 5,098 | $507.1K | 0.32% | +566+12.5% | Added |
| Second Line Capital, LLC | 5,066 | $508.1K | 0.14% | −271−5.1% | Reduced |
| Paulson Wealth Management Inc. | 5,109 | $508.2K | 0.14% | −1,214−19.2% | Reduced |
| Beacon Investment Advisors LLC | 5,113 | $508.7K | 0.24% | +5,113 | New |
| Optimum Investment Advisors | 5,150 | $512.3K | 0.23% | −250−4.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,150 | $512.3K | 0.08% | −18−0.3% | Reduced |
| Cora Capital Advisors LLC | 5,153 | $512.6K | 0.25% | +42+0.8% | Added |
| Infrastructure Capital Advisors, LLC | 5,154 | $512.7K | 0.07% | +236+4.8% | Added |
| B&L Asset Management LLC | 5,162 | $513.5K | 0.33% | −305−5.6% | Reduced |
| Park Place Capital Corp | 5,163 | $513.6K | 0.14% | −2,339−31.2% | Reduced |
| Plan A Wealth LLC | 5,166 | $513.9K | 0.47% | +5,166 | New |
| Balboa Wealth Partners | 5,180 | $515.3K | 0.12% | +265+5.4% | Added |
| 44 Wealth Management LLC | 5,180 | $515.3K | 0.20% | −45−0.9% | Reduced |
| Pennsylvania Capital Management Inc | 5,183 | $515.6K | 0.18% | −582−10.1% | Reduced |
| FourThought Financial Partners, LLC | 5,186 | $516.0K | 0.05% | +5,186 | New |
| Crown Wealth Group, LLC | 5,189 | $516.2K | 0.21% | −173−3.2% | Reduced |
| Tranquility Partners, LLC | 5,199 | $517.2K | 0.19% | −159−3.0% | Reduced |
| Cambridge Financial Group, LLC | 5,209 | $518.2K | 0.22% | +96+1.9% | Added |
| Hummer Financial Advisory Services Inc | 5,189 | $520.5K | 0.41% | −100−1.9% | Reduced |
| Foundation Wealth Management, LLC | 5,234 | $520.7K | 0.25% | +5,234 | New |
| Intrua Financial, LLC | 5,238 | $521.1K | 0.08% | −810−13.4% | Reduced |
| MEMBERS Trust Co | 5,240 | $521.3K | 0.02% | −132−2.5% | Reduced |
| Keyvantage Wealth, LLC | 5,245 | $521.7K | 0.37% | +5,245 | New |
| Tyler-Stone Wealth Management | 5,250 | $522.3K | 0.09% | +68+1.3% | Added |
| Asset Allocation & Management Company, LLC | 5,253 | $523.0K | 0.29% | +5,253 | New |
| Clear Creek Financial Management, LLC | 5,263 | $523.8K | 0.06% | +615+13.2% | Added |
| Human Investing LLC | 5,267 | $524.0K | 0.09% | −503−8.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,270 | $524.3K | 0.55% | −6,687−55.9% | Reduced |
| Indiana Trust & Investment Management CO | 5,288 | $526.0K | 0.18% | +68+1.3% | Added |
| Tepp RIA, LLC | 5,293 | $526.6K | 0.78% | +5,293 | New |
| Lakeridge Wealth Management LLC | 5,296 | $526.9K | 0.27% | −31−0.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,298 | $527.0K | 0.07% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 5,262 | $527.4K | 0.02% | +384+7.9% | Added |
| Ignite Planners, LLC | 5,323 | $527.7K | 0.12% | −778−12.8% | Reduced |
| Hamilton Capital, LLC | 5,311 | $528.4K | 0.04% | +803+17.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,282 | $529.1K | 0.15% | −507−8.8% | Reduced |
| Rahlfs Capital, LLC | 5,325 | $529.7K | 0.52% | +5,325 | New |
| Burt Wealth Advisors | 5,329 | $530.1K | 0.13% | −553−9.4% | Reduced |
| Westmount Partners, LLC | 5,337 | $530.9K | 0.16% | −233−4.2% | Reduced |
| Capital Investment Counsel, LLC | 5,341 | $531.3K | 0.09% | −49,309−90.2% | Reduced |
| Accretive Wealth Partners, LLC | 5,342 | $531.4K | 0.23% | +5,342 | New |
| Rialto Wealth Management, LLC | 5,343 | $531.5K | 0.18% | +5,343 | New |
| Integrity Alliance, LLC. | 5,359 | $533.1K | 0.06% | +5,359 | New |
| Lakeshore Capital Group, Inc. | 5,368 | $534.1K | 0.81% | +5,368 | New |
| Boyar Asset Management Inc. | 5,378 | $535.0K | 0.35% | +17+0.3% | Added |
| Lionshead Wealth Management, LLC | 5,342 | $535.8K | 0.39% | +5,342 | New |
| Lingohr & Partner Asset Management GmbH | 5,448 | $536.0K | 1.11% | +5,448 | New |
| Mayfair Advisory Group, LLC | 5,389 | $536.1K | 0.32% | +464+9.4% | Added |
| Alteri Wealth LLC | 5,395 | $536.7K | 0.15% | +5,395 | New |
| Summit Financial Strategies, Inc. | 5,400 | $537.2K | 0.06% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,410 | $538.2K | 0.27% | −100−1.8% | Reduced |
| Fca Corp | 5,426 | $539.8K | 0.17% | +5+0.1% | Added |
| NFP Retirement, Inc. | 5,439 | $541.0K | 0.04% | −963−15.0% | Reduced |
| Coastwise Capital Group, LLC | 5,439 | $541.1K | 0.43% | +445+8.9% | Added |
| M.E. Allison & Co., Inc. | 5,448 | $542.0K | 0.60% | +5,448 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,448 | $542.0K | 0.21% | −424−7.2% | Reduced |
| Capital City Trust Co | 5,468 | $544.0K | 0.14% | −47−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,470 | $544.1K | 0.38% | +212+4.0% | Added |
| Beacon Financial Advisory LLC | 5,474 | $544.6K | 0.18% | +403+7.9% | Added |
| HTLF Bank | 5,485 | $545.6K | 0.06% | −734−11.8% | Reduced |
| Robinson Smith Wealth Advisors LLC | 5,487 | $545.9K | 0.46% | −56−1.0% | Reduced |
| Cornerstone Capital, Inc. | 5,498 | $546.9K | 0.06% | −70−1.3% | Reduced |
| Henshaw Capital LLC | 5,500 | $547.1K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,501 | $547.2K | 0.10% | −188−3.3% | Reduced |
| TRUE Private Wealth Advisors | 5,501 | $547.3K | 0.07% | −49−0.9% | Reduced |
| BIP Wealth, LLC | 5,506 | $547.7K | 0.04% | +462+9.2% | Added |
| Mathes Company, Inc. | 5,525 | $550.0K | 0.20% | 00.0% | Unchanged |
| Viawealth, LLC | 5,549 | $552.0K | 0.33% | +291+5.5% | Added |
| Defined Wealth Management, LLC | 5,583 | $555.4K | 0.37% | +47+0.8% | Added |
| Bright Futures Wealth Management, LLC. | 5,652 | $555.5K | 0.49% | −5,721−50.3% | Reduced |
| Cortland Associates Inc | 5,591 | $556.0K | 0.06% | +28+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 5,597 | $556.8K | 0.18% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 5,598 | $556.8K | 0.37% | −4,966−47.0% | Reduced |
| Accel Wealth Management | 5,610 | $558.1K | 0.21% | −165−2.9% | Reduced |
| Shayne & Co., LLC | 5,611 | $558.2K | 0.15% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 5,612 | $558.3K | 0.29% | +1,349+31.6% | Added |
| Tower Wealth Partners, Inc. | 5,617 | $558.8K | 0.29% | −688−10.9% | Reduced |
| Chancellor Financial Group WB LP | 5,639 | $560.9K | 0.45% | +5,639 | New |
| White Lighthouse Investment Management Inc. | 5,641 | $561.2K | 0.10% | +1,159+25.9% | Added |
| Campion Asset Management LLC | 5,642 | $561.3K | 0.42% | −37−0.7% | Reduced |