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 |
|---|---|---|---|---|---|
| Canandaigua National Trust Co of Florida | 7,388 | $735.0K | 0.57% | +3,809+106.4% | Added |
| Cross Staff Investments Inc | 7,398 | $736.0K | 0.55% | +490+7.1% | Added |
| Sax Wealth Advisors, LLC | 7,406 | $736.8K | 0.06% | +1,023+16.0% | Added |
| US Asset Management LLC | 7,410 | $737.0K | 0.66% | −255−3.3% | Reduced |
| Advyzon Investment Management, LLC | 7,432 | $739.3K | 0.29% | +7,432 | New |
| Armstrong, Fleming & Moore, Inc | 7,437 | $739.9K | 0.45% | −525−6.6% | Reduced |
| Granite Investment Partners, LLC | 7,447 | $740.8K | 0.03% | −220−2.9% | Reduced |
| Live Oak Investment Partners | – | $742.0K | 0.57% | – | – |
| Pioneer Trust Bank N A | 7,477 | $743.8K | 0.19% | +931+14.2% | Added |
| Beddow Capital Management Inc | 7,475 | $744.0K | 0.31% | +55+0.7% | Added |
| Lake Street Financial LLC | 7,486 | $744.7K | 0.12% | −1,421−16.0% | Reduced |
| Focused Wealth Management, Inc | 7,520 | $748.1K | 0.10% | +128+1.7% | Added |
| First Heartland Consultants, Inc. | 7,522 | $748.3K | 0.08% | −148−1.9% | Reduced |
| Pictet North America Advisors SA | 7,529 | $749.0K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,542 | $750.3K | 0.30% | −840−10.0% | Reduced |
| Dorchester Wealth Management Co | 7,545 | $750.6K | 0.15% | 00.0% | Unchanged |
| Monument Capital Management | 7,554 | $751.5K | 0.21% | −481−6.0% | Reduced |
| Dividend Assets Capital, LLC | 7,556 | $751.7K | 0.15% | −296−3.8% | Reduced |
| Financial Engines Advisors L.L.C. | 7,558 | $751.9K | 0.00% | +3,751+98.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 7,574 | $753.0K | 0.15% | −5−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 7,572 | $753.3K | 0.14% | −994−11.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,577 | $753.7K | 0.02% | +182+2.5% | Added |
| Townsend & Associates, Inc | 7,834 | $753.9K | 0.08% | −98−1.2% | Reduced |
| Meeder Asset Management Inc | 7,596 | $755.6K | 0.05% | −54,690−87.8% | Reduced |
| SignalPoint Asset Management, LLC | 7,599 | $755.9K | 0.18% | −60−0.8% | Reduced |
| Wrapmanager Inc | 7,603 | $756.4K | 0.19% | +845+12.5% | Added |
| Emprise Bank | 7,608 | $756.8K | 0.43% | −1,757−18.8% | Reduced |
| Insight 2811, Inc. | 7,608 | $756.8K | 0.39% | +105+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,666 | $757.0K | 0.25% | +818+14.0% | Added |
| Gray Private Wealth, LLC | 7,624 | $758.4K | 0.45% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 7,626 | $758.6K | 0.68% | +7,626 | New |
| Colonial River Wealth Management, LLC | 7,626 | $758.7K | 0.37% | −325−4.1% | Reduced |
| Red Wave Investments LLC | 7,643 | $760.3K | 0.27% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 7,653 | $761.3K | 0.39% | +38+0.5% | Added |
| Duncan Williams Asset Management, LLC | 7,656 | $761.6K | 0.30% | +3,045+66.0% | Added |
| Southeast Asset Advisors Inc. | 7,663 | $762.3K | 0.09% | +8+0.1% | Added |
| Garner Asset Management Corp | 7,673 | $763.0K | 0.35% | −68−0.9% | Reduced |
| Wolverine Asset Management LLC | 7,677 | $763.7K | 0.01% | −8,742−53.2% | Reduced |
| Hohimer Wealth Management, LLC | 7,681 | $764.1K | 0.14% | +4,895+175.7% | Added |
| Davidson Trust Co | 7,690 | $765.0K | 0.39% | +620+8.8% | Added |
| Prepared Retirement Institute LLC | 7,710 | $767.0K | 0.44% | −246−3.1% | Reduced |
| Edgewood Management LLC | 7,718 | $767.8K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 7,730 | $769.0K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,757 | $771.6K | 0.07% | −311−3.9% | Reduced |
| Delta Financial Advisors LLC | 7,781 | $774.0K | 0.29% | −3,689−32.2% | Reduced |
| Willner & Heller, LLC | 7,786 | $774.6K | 0.68% | +26+0.3% | Added |
| Zevin Asset Management LLC | 7,825 | $778.0K | 0.11% | +1,814+30.2% | Added |
| Orrstown Financial Services Inc | 7,824 | $778.3K | 0.21% | −3,229−29.2% | Reduced |
| Verity Asset Management, Inc. | 8,774 | $778.9K | 0.44% | +526+6.4% | Added |
| BOK Financial Private Wealth, Inc. | 7,773 | $779.6K | 0.06% | +570+7.9% | Added |
| Claret Asset Management Corp | 7,843 | $780.0K | 0.12% | −187−2.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 7,892 | $785.1K | 0.15% | +7,892 | New |
| Edgestream Partners, L.P. | 7,895 | $785.4K | 0.03% | −13,101−62.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,899 | $785.8K | 0.60% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,905 | $786.4K | 0.02% | +7,905 | New |
| RFP Financial Group LLC | 7,908 | $786.7K | 0.31% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 7,915 | $787.4K | 0.29% | −233−2.9% | Reduced |
| Vista Wealth Management Group, LLC | 7,938 | $789.7K | 0.05% | +1,489+23.1% | Added |
| Mosaic Financial Group, LLC | 7,943 | $790.0K | 0.57% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,942 | $790.1K | 0.35% | −714−8.2% | Reduced |
| Townsend Asset Management Corp | 7,946 | $790.4K | 0.29% | −407−4.9% | Reduced |
| Arlington Trust Co LLC | 7,949 | $790.8K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,898 | $791.2K | 0.19% | +350+4.6% | Added |
| Phillips Wealth Planners LLC | 7,992 | $793.2K | 0.79% | −1,094−12.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,976 | $793.5K | 0.20% | −2,006−20.1% | Reduced |
| Dohj, LLC | 7,984 | $794.3K | 0.18% | +7,984 | New |
| Game Creek Capital, LP | 8,000 | $795.8K | 0.44% | −2,500−23.8% | Reduced |
| Lynch Asset Management, Inc. | 8,000 | $795.8K | 0.32% | +1,200+17.6% | Added |
| Aspen Investment Management Inc | 7,997 | $796.0K | 0.37% | −1,085−11.9% | Reduced |
| Manske Wealth Management | 8,019 | $797.7K | 0.32% | +8,019 | New |
| Monterey Private Wealth, Inc. | 8,023 | $798.1K | 0.26% | +1,002+14.3% | Added |
| ProVise Management Group, LLC | 8,034 | $799.2K | 0.07% | −1,313−14.0% | Reduced |
| Staley Capital Advisers Inc | 8,045 | $800.3K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,058 | $801.6K | 0.26% | −4,894−37.8% | Reduced |
| Continuum Advisory, LLC | 8,081 | $803.9K | 0.10% | −590−6.8% | Reduced |
| Mendel Money Management | 8,083 | $804.1K | 0.36% | −15−0.2% | Reduced |
| Watts Gwilliam & Co., LLC | 7,963 | $804.4K | 0.17% | −610−7.1% | Reduced |
| Freemont Management S.A. | 8,100 | $805.8K | 0.40% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 8,099 | $806.0K | 0.19% | +6+0.1% | Added |
| Old Port Advisors | 8,104 | $806.2K | 0.23% | −260−3.1% | Reduced |
| Rogco, LP | 8,104 | $806.2K | 0.33% | +36+0.4% | Added |
| MBL Wealth, LLC | 8,114 | $807.2K | 0.08% | −1,355−14.3% | Reduced |
| Baldwin Investment Management, LLC | 8,135 | $809.3K | 0.11% | +915+12.7% | Added |
| Autumn Glory Partners, LLC | 8,141 | $809.9K | 0.40% | −1,754−17.7% | Reduced |
| Barton Investment Management | 8,158 | $811.6K | 0.09% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 8,178 | $813.5K | 0.24% | +1,943+31.2% | Added |
| Barr E S & Co | 8,183 | $814.0K | 0.05% | +1,600+24.3% | Added |
| King Wealth | 8,196 | $815.0K | 0.12% | +86+1.1% | Added |
| Builder Investment Group Inc | 8,194 | $815.2K | 0.22% | +5+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 8,200 | $815.8K | 0.06% | −228−2.7% | Reduced |
| Heartland Bank & Trust Co | 8,205 | $816.2K | 0.44% | −653−7.4% | Reduced |
| Ami Asset Management Corp | 8,216 | $817.3K | 0.04% | −226−2.7% | Reduced |
| SRN Advisors, LLC | 8,217 | $817.4K | 0.73% | +8,217 | New |
| Absher Wealth Management, LLC | 8,229 | $818.6K | 0.11% | +1,248+17.9% | Added |
| Amussen Hunsaker Associates LLC | 8,242 | $819.9K | 0.12% | +20+0.2% | Added |
| Sachetta, LLC | 8,236 | $821.4K | 0.32% | −149−1.8% | Reduced |
| Schear Investment Advisers, LLC | 8,269 | $822.6K | 0.44% | −2,313−21.9% | Reduced |
| Van Strum & Towne Inc. | 8,293 | $825.0K | 0.29% | +500+6.4% | Added |
| Cim Investment Mangement Inc | 8,297 | $825.4K | 0.24% | −38−0.5% | Reduced |
| Greenfield Savings Bank | 8,299 | $825.6K | 0.40% | −59−0.7% | Reduced |