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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 5,646 | $561.6K | 0.28% | +26+0.5% | Added |
| Broadway Wealth Solutions, Inc. | 5,646 | $561.6K | 0.43% | +5,646 | New |
| MKT Advisors LLC | 5,739 | $562.0K | 0.24% | +27+0.5% | Added |
| Chemistry Wealth Management LLC | 5,651 | $562.2K | 0.13% | −277−4.7% | Reduced |
| Orion Capital Management LLC | 5,655 | $562.6K | 0.25% | +120+2.2% | Added |
| InTrack Investment Management Inc | 5,646 | $562.6K | 0.39% | +1,811+47.2% | Added |
| Harbour Trust & Investment Management Co | 5,660 | $563.1K | 0.06% | +400+7.6% | Added |
| Addison Advisors LLC | 5,675 | $564.5K | 0.16% | −186−3.2% | Reduced |
| Union Savings Bank | 5,685 | $565.5K | 0.28% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,695 | $566.5K | 0.06% | −93−1.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 5,695 | $566.5K | 1.29% | −5−0.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,704 | $567.4K | 0.10% | +149+2.7% | Added |
| Monticello Wealth Management, LLC | 5,704 | $567.5K | 0.05% | +406+7.7% | Added |
| Southern Capital Advisors, LLC | 5,715 | $568.5K | 0.31% | +59+1.0% | Added |
| Nelson Capital Management, LLC | 5,724 | $569.4K | 0.09% | −30,402−84.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,753 | $570.1K | 0.05% | −335−4.7% | Reduced |
| Wagner Wealth Management, LLC | 5,732 | $570.2K | 0.15% | −203−3.4% | Reduced |
| Birchcreek Wealth Management, LLC | 5,737 | $570.7K | 0.36% | +815+16.6% | Added |
| Boltwood Capital Management | 5,738 | $570.8K | 0.17% | −100−1.7% | Reduced |
| Opus Capital Group, LLC | 5,738 | $571.0K | 0.07% | −1,276−18.2% | Reduced |
| Maxele Advisors, LLC | 5,744 | $571.4K | 0.55% | +5,744 | New |
| Vishria Bird Financial Group, LLC | 5,755 | $573.0K | 0.20% | −17−0.3% | Reduced |
| Enterprise Bank & Trust Co | 5,761 | $573.1K | 0.19% | −64−1.1% | Reduced |
| Beacon Capital Management, LLC | 5,765 | $573.5K | 0.07% | −423−6.8% | Reduced |
| Ironwood Financial, llc | 5,782 | $575.2K | 0.12% | +50+0.9% | Added |
| Tempus Wealth Planning, LLC | 5,783 | $575.3K | 0.18% | −642−10.0% | Reduced |
| Clayton Financial Group LLC | 5,794 | $576.4K | 0.21% | −34−0.6% | Reduced |
| Oxford Financial Group Ltd | 5,809 | $577.9K | 0.04% | −45−0.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,812 | $578.3K | 0.07% | −17−0.3% | Reduced |
| Hollencrest Capital Management | 5,819 | $578.9K | 0.02% | −312−5.1% | Reduced |
| Bedel Financial Consulting, Inc. | 6,473 | $580.4K | 0.08% | +7+0.1% | Added |
| St. Clair Advisors, LLC | 5,848 | $581.8K | 0.17% | +462+8.6% | Added |
| Seven Mile Advisory | 5,859 | $582.9K | 0.37% | +951+19.4% | Added |
| RB Capital Management, LLC | 5,875 | $584.4K | 0.14% | −145−2.4% | Reduced |
| Clark Wealth Partners | 5,881 | $585.0K | 0.45% | +5,881 | New |
| Perkins Coie Trust Co | 5,885 | $585.4K | 0.13% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,885 | $585.4K | 0.19% | +1,000+20.5% | Added |
| St. Nicholas Private Asset Management, Inc | 5,897 | $586.6K | 0.52% | +5,897 | New |
| Canton Hathaway, LLC | 5,898 | $587.0K | 0.15% | −500−7.8% | Reduced |
| Sage Private Wealth Group, LLC | 5,906 | $587.5K | 0.44% | +143+2.5% | Added |
| Campbell Deegan Wealth Management, LLC | 5,913 | $588.2K | 0.71% | +5,913 | New |
| KDT Advisors, LLC | 5,926 | $589.5K | 0.87% | +5,926 | New |
| Crew Capital Management, Ltd. | 5,941 | $591.0K | 0.49% | 00.0% | Unchanged |
| Vestor Capital, LLC | 5,962 | $593.0K | 0.05% | −1,396−19.0% | Reduced |
| Copperwynd Financial, LLC | 5,961 | $593.0K | 0.16% | −1,019−14.6% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $593.6K | 0.10% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,971 | $594.0K | 0.11% | −41−0.7% | Reduced |
| Financial Security Advisor, Inc. | 5,925 | $594.3K | 0.15% | +51+0.9% | Added |
| Ocean Capital Management, LLC | 5,999 | $596.8K | 0.13% | −118−1.9% | Reduced |
| WS Portfolio Advisory, LLC | 6,000 | $596.9K | 2.43% | +6,000 | New |
| Roehl & Yi Investment Advisors, LLC | 6,008 | $597.7K | 0.33% | +6,008 | New |
| S.A. Mason LLC | 6,015 | $598.4K | 0.31% | +7+0.1% | Added |
| Certior Financial Group, LLC | 6,016 | $598.4K | 0.53% | +6,016 | New |
| My Legacy Advisors, LLC | 5,992 | $599.7K | 0.23% | −765−11.3% | Reduced |
| May Hill Capital, LLC | 6,029 | $599.7K | 0.23% | +6,029 | New |
| BankPlus Trust Department | 6,037 | $600.6K | 0.20% | +6,037 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,042 | $601.1K | 0.05% | +673+12.5% | Added |
| Nicolet Bankshares Inc | 6,048 | $601.7K | 0.14% | +43+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,059 | $602.0K | 0.17% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6,057 | $602.6K | 0.23% | +248+4.3% | Added |
| Garde Capital, Inc. | 6,060 | $603.0K | 0.04% | +84+1.4% | Added |
| PCG Asset Management, LLC | 6,063 | $603.1K | 0.53% | +6,063 | New |
| Sanders Morris Harris LLC | 6,066 | $603.8K | 0.09% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 6,076 | $604.5K | 0.30% | −791−11.5% | Reduced |
| Congress Park Capital LLC | 6,081 | $604.9K | 0.22% | −250−3.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,108 | $607.6K | 0.15% | −10,355−62.9% | Reduced |
| Beta Wealth Group, Inc. | 6,112 | $608.0K | 0.27% | +10.0% | Added |
| Bolthouse Investments, LLC | 6,119 | $608.7K | 0.56% | +6,119 | New |
| Cary Street Partner Investment Advisory LLC | 6,124 | $609.2K | 0.40% | −178,841−96.7% | Reduced |
| Bank of Stockton | 6,126 | $609.4K | 0.19% | +300+5.1% | Added |
| Cottonwood Capital Advisors, LLC | 6,129 | $609.7K | 0.44% | −78−1.3% | Reduced |
| New Covenant Trust Company, N.A. | 6,199 | $609.8K | 0.61% | −225−3.5% | Reduced |
| First American Trust, FSB | 6,144 | $611.1K | 0.06% | −1,544−20.1% | Reduced |
| DRW Securities, LLC | 6,145 | $611.3K | 0.04% | +3,502+132.5% | Added |
| Cromwell Holdings LLC | 6,102 | $611.8K | 0.35% | −885−12.7% | Reduced |
| Mirador Capital Partners LP | 6,154 | $612.2K | 0.11% | +243+4.1% | Added |
| Weatherly Asset Management L. P. | 6,112 | $612.2K | 0.05% | −100−1.6% | Reduced |
| Bingham Private Wealth, LLC | 6,154 | $612.2K | 0.65% | +6,154 | New |
| Cooper Financial Group | 6,157 | $612.5K | 0.07% | +909+17.3% | Added |
| American Capital Advisory, LLC | 6,158 | $612.6K | 0.34% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 6,164 | $613.2K | 0.15% | −15,684−71.8% | Reduced |
| BridgePort Financial Solutions, LLC | 6,771 | $613.3K | 0.28% | +6,771 | New |
| Sunbeam Capital Management, LLC | 6,166 | $613.4K | 0.57% | +6,166 | New |
| Sittner & Nelson, LLC | 6,167 | $613.5K | 0.27% | −30−0.5% | Reduced |
| Sound Income Strategies, LLC | 6,190 | $615.8K | 0.04% | +569+10.1% | Added |
| Capital Management Associates, Inc | 6,200 | $616.8K | 0.23% | −101−1.6% | Reduced |
| Prossimo Advisors, LLC | 6,200 | $617.0K | 0.45% | −182−2.9% | Reduced |
| Olistico Wealth, LLC | 6,204 | $617.1K | 0.36% | −295−4.5% | Reduced |
| Compass Wealth Management LLC | 6,215 | $618.3K | 0.15% | −1,637−20.8% | Reduced |
| Carl P. Sherr & Co., LLC | 6,222 | $619.0K | 0.33% | −1,841−22.8% | Reduced |
| Bangor Savings Bank | 6,273 | $624.0K | 0.06% | −549−8.0% | Reduced |
| MFA Wealth Services | 6,278 | $624.6K | 0.50% | +6,278 | New |
| Redwood Financial Network Corp | 6,290 | $625.8K | 0.47% | +341+5.7% | Added |
| James J. Burns & Company, LLC | 6,301 | $627.0K | 0.11% | +6,301 | New |
| TFG Advisers LLC | 6,318 | $628.5K | 0.23% | −294−4.4% | Reduced |
| 49 Wealth Management, LLC | 6,332 | $629.9K | 0.09% | +71+1.1% | Added |
| Certified Advisory Corp | 6,348 | $631.5K | 0.07% | −55−0.9% | Reduced |
| First Bank & Trust | 6,356 | $632.3K | 0.12% | −2,639−29.3% | Reduced |
| Prelude Capital Management, LLC | 6,365 | $633.2K | 0.05% | −12,283−65.9% | Reduced |
| Eagle Wealth Strategies LLC | 6,367 | $633.4K | 0.46% | +2,869+82.0% | Added |