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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 6,379 | $634.6K | 0.25% | +34+0.5% | Added |
| Potentia Wealth | 6,380 | $634.7K | 0.28% | +6,380 | New |
| Shum Financial Group, Inc. | 6,350 | $634.7K | 0.55% | −952−13.0% | Reduced |
| JT Stratford LLC | 6,390 | $635.7K | 0.10% | −50−0.8% | Reduced |
| Ifrah Financial Services, Inc. | 6,397 | $636.3K | 0.18% | −116−1.8% | Reduced |
| IFG Advisors, LLC | 6,407 | $637.3K | 0.13% | −301−4.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,409 | $637.6K | 0.38% | −74−1.1% | Reduced |
| Channel Wealth LLC | 6,432 | $639.8K | 0.21% | −70−1.1% | Reduced |
| Horan Securities, Inc. | 6,438 | $640.5K | 0.24% | +5+0.1% | Added |
| HHM Wealth Advisors, LLC | 6,448 | $641.4K | 0.09% | +2,226+52.7% | Added |
| Colonial Trust Advisors | 6,477 | $644.3K | 0.06% | −1,186−15.5% | Reduced |
| MSH Capital Advisors LLC | 6,478 | $644.5K | 0.20% | +59+0.9% | Added |
| Commonwealth Financial Services, LLC | 6,484 | $645.0K | 0.13% | +351+5.7% | Added |
| Hexagon Capital Partners LLC | 6,491 | $645.7K | 0.12% | +1,148+21.5% | Added |
| Crescent Sterling, Ltd. | 6,508 | $647.4K | 0.66% | −513−7.3% | Reduced |
| Old Second National Bank of Aurora | 6,516 | $648.2K | 0.15% | −411−5.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,519 | $648.5K | 0.30% | +87+1.4% | Added |
| Altus Wealth Management, LLC | 6,543 | $650.9K | 0.29% | +165+2.6% | Added |
| Barrett & Company, Inc. | 6,545 | $651.1K | 0.27% | +250+4.0% | Added |
| Summit Asset Management, LLC | 6,568 | $653.4K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 6,570 | $653.6K | 0.06% | −41−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 6,518 | $653.7K | 0.08% | −128−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 6,585 | $655.1K | 0.04% | +180+2.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,593 | $655.9K | 0.03% | +379+6.1% | Added |
| Laurel Wealth Advisors LLC | 6,600 | $656.6K | 0.10% | +9+0.1% | Added |
| Woodward Diversified Capital, LLC | 6,603 | $656.9K | 0.48% | −3,770−36.3% | Reduced |
| David R. Rahn & Associates Inc. | 6,604 | $657.0K | 0.21% | −250−3.6% | Reduced |
| Aspire Growth Partners LLC | 6,615 | $658.0K | 0.64% | +6,615 | New |
| Red Mountain Financial, LLC | 6,655 | $662.1K | 0.71% | +4+0.1% | Added |
| Financial Harvest, LLC | 6,656 | $662.1K | 0.56% | +6,656 | New |
| Greenwich Wealth Management LLC | 6,672 | $664.0K | 0.05% | +1,686+33.8% | Added |
| Hardy Reed LLC | 6,681 | $664.6K | 0.06% | −8,947−57.2% | Reduced |
| Delta Investment Management, LLC | 6,695 | $666.0K | 0.13% | −112−1.6% | Reduced |
| Family Firm, Inc. | 6,695 | $666.0K | 0.15% | −58−0.9% | Reduced |
| Sonata Capital Group Inc | 6,708 | $667.0K | 0.28% | +20.0% | Added |
| Cranbrook Wealth Management, LLC | 6,710 | $667.5K | 0.15% | −41−0.6% | Reduced |
| Lyell Wealth Management, LP | 6,714 | $667.9K | 0.06% | +152+2.3% | Added |
| Holistic Planning, LLC | 6,727 | $669.2K | 0.24% | −224−3.2% | Reduced |
| Provenance Wealth Advisors, LLC | 6,770 | $673.5K | 0.09% | +6,400+1,729.7% | Added |
| Nadler Financial Group, Inc. | 6,779 | $674.3K | 0.07% | −117−1.7% | Reduced |
| Sigma Investment Counselors Inc | 6,781 | $674.5K | 0.04% | +330+5.1% | Added |
| FSM Wealth Advisors, LLC | 6,713 | $676.0K | 0.17% | −492−6.8% | Reduced |
| Successful Portfolios LLC | 6,811 | $677.6K | 0.45% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 6,827 | $677.6K | 0.29% | +6,827 | New |
| Aprio Wealth Management, LLC | 6,817 | $678.1K | 0.10% | −287−4.0% | Reduced |
| Onefund, LLC | 6,838 | $680.2K | 0.65% | +181+2.7% | Added |
| Asset Management Group, Inc. | 6,849 | $681.3K | 0.12% | +44+0.6% | Added |
| Fiduciary Financial Group, LLC | 6,871 | $682.0K | 0.15% | +289+4.4% | Added |
| Sather Financial Group Inc | 6,885 | $684.9K | 0.04% | −282−3.9% | Reduced |
| Lafayette Investments, Inc. | 6,908 | $687.2K | 0.15% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,911 | $687.5K | 0.09% | +2,441+54.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,918 | $688.2K | 0.37% | −550−7.4% | Reduced |
| Sivia Capital Partners, LLC | 6,929 | $689.3K | 0.34% | +178+2.6% | Added |
| Crumly & Associates Inc. | 6,957 | $692.1K | 0.19% | −1,333−16.1% | Reduced |
| Magnus Financial Group LLC | 6,959 | $692.3K | 0.07% | −387−5.3% | Reduced |
| Golden State Wealth Management, LLC | 6,960 | $692.4K | 0.10% | +6,960 | New |
| Sawgrass Asset Management LLC | 6,966 | $693.0K | 0.08% | +2,006+40.4% | Added |
| Invesco, LLC | 7,001 | $696.5K | 0.28% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 7,003 | $696.6K | 0.25% | −273−3.8% | Reduced |
| Ridgewood Investments LLC | 7,004 | $696.8K | 0.34% | +5,668+424.3% | Added |
| Claris Financial LLC | 7,034 | $699.8K | 0.46% | +7,034 | New |
| Kolinsky Wealth Management, LLC | 7,045 | $700.8K | 0.43% | −1,048−12.9% | Reduced |
| Pring Turner Capital Group Inc | 7,065 | $702.8K | 0.47% | 00.0% | Unchanged |
| Vigilare Wealth Management | 7,066 | $702.9K | 0.29% | −2,106−23.0% | Reduced |
| Cyrus J. Lawrence, LLC | 7,106 | $706.0K | 0.14% | −20,354−74.1% | Reduced |
| Acorn Wealth Advisors, LLC | 7,104 | $706.7K | 0.29% | −7−0.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 7,105 | $706.8K | 0.34% | −118−1.6% | Reduced |
| Agate Pass Investment Management, LLC | 7,115 | $707.8K | 0.32% | +7,115 | New |
| West Coast Financial LLC | 7,124 | $708.7K | 0.08% | −933−11.6% | Reduced |
| Cetera Trust Company, N.A | 7,134 | $709.7K | 0.46% | −75−1.0% | Reduced |
| Eagle Bay Advisors LLC | 7,085 | $710.4K | 0.45% | −143−2.0% | Reduced |
| Hill Investment Group Partners, LLC | 7,161 | $712.4K | 0.10% | −23−0.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,161 | $712.4K | 0.42% | −573−7.4% | Reduced |
| Souders Financial Advisors | 7,163 | $712.6K | 0.10% | −2,675−27.2% | Reduced |
| Signature Wealth Management Partners, LLC | 7,168 | $713.1K | 0.49% | −25−0.3% | Reduced |
| Alpha Family Trust | 7,175 | $713.8K | 0.40% | +1,620+29.2% | Added |
| Ethos Financial Group, LLC | 7,123 | $714.5K | 0.09% | +864+13.8% | Added |
| Samalin Investment Counsel, LLC | 7,201 | $716.4K | 0.31% | −2,351−24.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 7,208 | $717.1K | 0.17% | +11+0.2% | Added |
| Virtue Capital Management, LLC | 7,209 | $717.1K | 0.14% | −1,542−17.6% | Reduced |
| Citizens Business Bank | 2,609 | $721.2K | 0.13% | −5,304−67.0% | Reduced |
| Howard Financial Services, Ltd. | 7,260 | $722.2K | 0.10% | −16−0.2% | Reduced |
| Grace & White Inc | 7,267 | $722.9K | 0.14% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,350 | $723.0K | 0.08% | −10−0.1% | Reduced |
| Ellenbecker Investment Group | 7,269 | $723.1K | 0.13% | +1,211+20.0% | Added |
| Waddell & Associates, LLC | 7,291 | $725.4K | 0.07% | +30.0% | Added |
| Pinnacle Bancorp, Inc. | 7,292 | $725.4K | 0.24% | −47−0.6% | Reduced |
| Ashton Thomas Securities, LLC | 7,270 | $725.7K | 0.20% | +4,199+136.7% | Added |
| Stokes Family Office, LLC | 7,296 | $725.8K | 0.08% | −705−8.8% | Reduced |
| Ausdal Financial Partners, Inc. | 7,298 | $726.0K | 0.06% | −1,440−16.5% | Reduced |
| Systematic Financial Management LP | 7,300 | $726.2K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $726.2K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,309 | $727.1K | 0.42% | +628+9.4% | Added |
| Riverbend Wealth Management, LLC | 7,315 | $729.3K | 0.65% | +7,315 | New |
| Mattern Wealth Management LLC | 7,339 | $730.1K | 0.16% | −8,431−53.5% | Reduced |
| Savvy Advisors, Inc. | 7,343 | $730.5K | 0.09% | +195+2.7% | Added |
| Capital Advisors Inc | 7,353 | $731.5K | 0.01% | −35−0.5% | Reduced |
| Morton Capital Management LLC | 7,359 | $732.1K | 0.14% | −8−0.1% | Reduced |
| Yoffe Investment Management, LLC | 7,387 | $734.8K | 1.09% | +7,387 | New |
| MWA Asset Management | 7,388 | $735.0K | 0.49% | −78−1.0% | Reduced |