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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 8,303 | $826.0K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 8,311 | $827.0K | 0.04% | +35+0.4% | Added |
| SFMG, LLC | 8,337 | $829.4K | 0.07% | −311−3.6% | Reduced |
| Optas, LLC | 8,351 | $830.8K | 0.18% | −12−0.1% | Reduced |
| WNY Asset Management, LLC | 8,361 | $831.8K | 0.10% | −2,080−19.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 8,369 | $832.5K | 0.41% | +560+7.2% | Added |
| Alta Advisers Ltd | 8,384 | $834.0K | 0.53% | +964+13.0% | Added |
| Somerset Trust Co | 8,393 | $834.9K | 0.31% | +595+7.6% | Added |
| Tiemann Investment Advisors, LLC | 8,394 | $835.0K | 0.37% | −120−1.4% | Reduced |
| Donald L. Hagan, LLC | 8,396 | $835.2K | 0.43% | −388−4.4% | Reduced |
| Woodward Financial Advisors, Inc. | 8,398 | $835.4K | 0.41% | +8,398 | New |
| Magnolia Capital Management Ltd | 8,400 | $836.0K | 0.66% | 00.0% | Unchanged |
| Athena Investment Management | 8,420 | $837.7K | 0.49% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,371 | $839.5K | 0.48% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 8,461 | $841.7K | 0.56% | +8,461 | New |
| Keynote Financial Services LLC | 8,466 | $842.2K | 0.65% | +2,232+35.8% | Added |
| Core Wealth Partners LLC | 8,468 | $842.4K | 0.48% | −1,559−15.5% | Reduced |
| Generation Capital Management LLC | 8,471 | $842.7K | 0.72% | +8,471 | New |
| Aft, Forsyth & Company, Inc. | 8,472 | $842.8K | 0.41% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 8,472 | $843.0K | 0.12% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 8,494 | $845.0K | 0.09% | −568−6.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,517 | $847.3K | 0.02% | +8,517 | New |
| Strategic Investment Advisors | 8,520 | $847.5K | 0.09% | −1,545−15.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,521 | $848.0K | 0.29% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,535 | $848.0K | 0.02% | +6,344+289.5% | Added |
| Cambridge Advisors Inc. | 8,529 | $848.5K | 0.19% | −2,990−26.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 8,550 | $850.0K | 0.03% | −2,447−22.3% | Reduced |
| KPP Advisory Services LLC | 8,559 | $851.5K | 0.20% | +40+0.5% | Added |
| Midland Wealth Advisors LLC | 8,561 | $851.6K | 0.05% | −244−2.8% | Reduced |
| Burns J W & Co Inc | 8,593 | $854.8K | 0.11% | −100−1.2% | Reduced |
| Principal Street Partners, LLC | 8,607 | $856.2K | 0.17% | −3,841−30.9% | Reduced |
| Trueblood Wealth Management, LLC | 8,643 | $859.8K | 0.42% | −4,849−35.9% | Reduced |
| NWF Advisory Services Inc. | 8,574 | $859.9K | 0.13% | −5,282−38.1% | Reduced |
| Carr Financial Group Corp | 8,648 | $860.3K | 0.27% | +457+5.6% | Added |
| Dale Q Rice Investment Management Ltd | 8,658 | $861.3K | 0.38% | +8,658 | New |
| McRae Capital Management Inc | 8,658 | $861.3K | 0.17% | −300−3.3% | Reduced |
| Washington Trust Advisors, Inc. | 8,659 | $861.4K | 0.07% | +6+0.1% | Added |
| Michael B. Yongue | 8,669 | $862.4K | 0.68% | +1,900+28.1% | Added |
| Glen Eagle Advisors, LLC | 8,679 | $863.4K | 0.14% | +10.0% | Added |
| General Partner, Inc. | 8,686 | $864.1K | 0.52% | 00.0% | Unchanged |
| Peoples Bank | 8,715 | $867.0K | 0.51% | −2,094−19.4% | Reduced |
| Diversified Enterprises, LLC | 8,724 | $867.9K | 0.08% | +567+7.0% | Added |
| Kidder Stephen W | 8,754 | $870.8K | 0.26% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 8,755 | $871.0K | 0.02% | −371,761−97.7% | Reduced |
| American Trust Investment Advisors, LLC | 8,783 | $873.7K | 0.36% | +1,650+23.1% | Added |
| LBMC Investment Advisors, LLC | 8,786 | $874.0K | 0.07% | −100−1.1% | Reduced |
| 111 Capital | 8,788 | $874.2K | 0.18% | +8,788 | New |
| Ambassador Advisors, LLC | 8,796 | $875.0K | 0.15% | −889−9.2% | Reduced |
| Haven Private, LLC | 8,797 | $875.1K | 0.49% | +8,797 | New |
| Old Mission Investment Co LLC | 8,801 | $875.5K | 0.26% | +42+0.5% | Added |
| Vivaldi Capital Management, LLC | 8,941 | $875.7K | 0.13% | +702+8.5% | Added |
| Hikari Tsushin, Inc. | 8,812 | $876.6K | 0.06% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,747 | $877.2K | 0.60% | −141−1.6% | Reduced |
| Severin Investments, LLC | 8,822 | $877.6K | 0.87% | +8,822 | New |
| Retirement Income Solutions, Inc | 8,827 | $878.1K | 0.18% | −388−4.2% | Reduced |
| Weinberger Asset Management, Inc | 8,844 | $879.8K | 0.37% | +129+1.5% | Added |
| Chase Investment Counsel Corp | 8,851 | $880.0K | 0.28% | −30−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 8,823 | $884.4K | 0.09% | +508+6.1% | Added |
| Cable Hill Partners, LLC | 8,852 | $888.2K | 0.09% | −110−1.2% | Reduced |
| Winthrop Advisory Group LLC | 8,932 | $888.6K | 0.11% | +522+6.2% | Added |
| Arnhold LLC | 8,942 | $889.5K | 0.09% | 00.0% | Unchanged |
| one8zero8, LLC | 8,946 | $889.6K | 0.19% | +8,946 | New |
| InvesTrust | 9,060 | $891.3K | 0.25% | +9,060 | New |
| Lederer & Associates Investment Counsel | 8,968 | $892.0K | 0.62% | +1,119+14.3% | Added |
| Brady Family Wealth, LLC | 8,992 | $894.5K | 0.27% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,000 | $895.3K | 0.52% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 9,009 | $896.2K | 0.08% | +2,193+32.2% | Added |
| Papp L Roy & Associates | 9,017 | $897.0K | 0.10% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 8,955 | $898.1K | 0.07% | −397−4.2% | Reduced |
| Frisch Financial Group, Inc. | 8,967 | $899.0K | 0.27% | +43+0.5% | Added |
| Peak Retirement Planning, Inc. | 8,564 | $899.1K | 0.61% | +8,564 | New |
| Crews Bank & Trust | 9,051 | $900.4K | 0.15% | +9,051 | New |
| Investors Research Corp | 9,055 | $900.8K | 0.20% | −121−1.3% | Reduced |
| TruWealth Advisors, LLC | 9,078 | $903.1K | 0.05% | −124−1.3% | Reduced |
| WealthPLAN Partners, LLC | 9,114 | $906.6K | 0.13% | −167−1.8% | Reduced |
| Alliance Wealth Management Group | 9,125 | $907.8K | 0.24% | −36−0.4% | Reduced |
| Quent Capital, LLC | 9,127 | $908.0K | 0.09% | −1,688−15.6% | Reduced |
| Towercrest Capital Management | 9,145 | $909.7K | 0.15% | −36−0.4% | Reduced |
| 1858 Wealth Management, LLC | 9,169 | $912.1K | 0.72% | −8,743−48.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 9,170 | $912.3K | 0.84% | +9,170 | New |
| Winnow Wealth LLC | 9,392 | $912.3K | 0.91% | +9,392 | New |
| Sierra Summit Advisors LLC | 9,171 | $912.3K | 0.18% | +2,231+32.1% | Added |
| Reliant Investment Partners, LLC | 9,171 | $912.4K | 0.81% | +9,171 | New |
| B&D White Capital Company, LLC | 9,175 | $912.7K | 0.15% | −115,900−92.7% | Reduced |
| Ashburton (Jersey) Ltd | 9,210 | $916.0K | 0.40% | −632−6.4% | Reduced |
| BBR Partners, LLC | 9,219 | $917.1K | 0.06% | −795−7.9% | Reduced |
| Prentice Wealth Management LLC | 9,222 | $917.4K | 0.27% | +362+4.1% | Added |
| Groesbeck Investment Management Corp | 9,235 | $919.0K | 1.20% | +1,755+23.5% | Added |
| Quotient Wealth Partners, LLC | 9,246 | $919.7K | 0.03% | −1,566−14.5% | Reduced |
| ICONIQ Capital, LLC | 9,268 | $922.0K | 0.01% | +3,416+58.4% | Added |
| Root Financial Partners, LLC | 9,278 | $923.0K | 0.11% | +1,215+15.1% | Added |
| Retirement Planning Co of New England, Inc. | 9,278 | $923.0K | 0.45% | +374+4.2% | Added |
| Guardian Wealth Advisors, LLC | 9,304 | $925.6K | 0.07% | +1,052+12.7% | Added |
| Wincap Financial LLC | 9,344 | $929.5K | 0.95% | +9,344 | New |
| Kapstone Financial Advisors LLC | 9,463 | $930.0K | 0.50% | −433−4.4% | Reduced |
| Seascape Capital Management | 9,406 | $936.0K | 0.33% | −371−3.8% | Reduced |
| Cypress Capital Advisors, LLC | 9,410 | $936.1K | 0.73% | +9,410 | New |
| Round Rock Advisors, LLC | 9,410 | $936.1K | 0.19% | +96+1.0% | Added |
| Trustco Bank Corp N Y | 9,414 | $936.5K | 1.01% | −627−6.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,421 | $937.2K | 0.33% | +585+6.6% | Added |