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 |
|---|---|---|---|---|---|
| Pinnacle West Asset Management, Inc. | 9,430 | $938.0K | 0.67% | −50−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 157,152 | $938.3K | 0.17% | +145,250+1,220.4% | Added |
| L.M. Kohn & Company | 9,436 | $938.7K | 0.24% | −612−6.1% | Reduced |
| Two Sigma Securities, LLC | 9,453 | $940.4K | 0.17% | −8,489−47.3% | Reduced |
| Barlow Wealth Partners, Inc. | 9,407 | $941.5K | 0.12% | −2,509−21.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,467 | $941.7K | 0.12% | −59−0.6% | Reduced |
| First Business Financial Services, Inc. | 9,469 | $942.0K | 0.09% | +574+6.5% | Added |
| Apella Capital, LLC | 9,470 | $942.1K | 0.04% | +423+4.7% | Added |
| Kentucky Trust Co | 9,492 | $944.3K | 0.56% | +9,492 | New |
| Capital Advantage, Inc. | 9,527 | $947.8K | 0.17% | +9,527 | New |
| Wealth Group, Ltd. | 9,530 | $948.0K | 0.61% | +287+3.1% | Added |
| Klingman & Associates, LLC | 9,555 | $950.5K | 0.06% | +45+0.5% | Added |
| Fred Alger Management, LLC | 9,498 | $950.9K | 0.00% | −33,128−77.7% | Reduced |
| Convergence Financial, LLC | 9,560 | $951.0K | 0.19% | +871+10.0% | Added |
| Gries Financial LLC | 9,562 | $951.2K | 0.17% | +278+3.0% | Added |
| Gilbert & Cook, Inc. | 9,563 | $951.3K | 0.13% | −155−1.6% | Reduced |
| Old North State Trust, LLC | 9,589 | $954.0K | 0.61% | +689+7.7% | Added |
| Summit Financial Wealth Advisors, LLC | 9,574 | $955.4K | 0.19% | −62,998−86.8% | Reduced |
| SNS Financial Group, LLC | 9,553 | $958.1K | 0.10% | +38+0.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 9,636 | $958.6K | 0.44% | −460−4.6% | Reduced |
| Johnson & White Wealth Management, LLC | 9,677 | $960.0K | 0.58% | +637+7.0% | Added |
| Trifecta Capital Advisors, LLC | 9,665 | $961.5K | 0.19% | −21,088−68.6% | Reduced |
| Roxbury Financial LLC | 9,473 | $962.9K | 0.93% | +9,473 | New |
| Regent Peak Wealth Advisors LLC | 9,701 | $965.1K | 0.22% | −14,492−59.9% | Reduced |
| Missouri Trust & Investment Co | 9,729 | $967.8K | 0.34% | −1,018−9.5% | Reduced |
| Ames National Corp | 9,739 | $968.8K | 0.65% | +9,739 | New |
| Main Street Research LLC | 9,667 | $969.6K | 0.06% | −22−0.2% | Reduced |
| Renaissance Investment Group LLC | 9,755 | $970.4K | 0.20% | −140−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 9,787 | $973.6K | 0.57% | −1,302−11.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,795 | $974.0K | 0.06% | +12+0.1% | Added |
| Hickory Point Bank & Trust | 9,792 | $974.1K | 0.86% | +9,792 | New |
| First Western Trust Bank | 9,815 | $976.4K | 0.05% | +68+0.7% | Added |
| Redhawk Wealth Advisors, Inc. | 9,827 | $977.6K | 0.13% | +293+3.1% | Added |
| Sara-Bay Financial | 9,945 | $978.3K | 0.36% | +61+0.6% | Added |
| Waverton Investment Management Ltd | 9,891 | $984.1K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 9,902 | $985.0K | 0.09% | −118,608−92.3% | Reduced |
| Kessler Investment Group, LLC | 9,908 | $985.6K | 0.47% | −320−3.1% | Reduced |
| XTX Topco Ltd | 9,921 | $986.9K | 0.08% | −31,228−75.9% | Reduced |
| Hemenway Trust Co LLC | 9,924 | $987.2K | 0.08% | +568+6.1% | Added |
| South Plains Financial, Inc. | 9,948 | $989.6K | 0.76% | +9,948 | New |
| FCG Investment Co | 9,950 | $989.8K | 0.60% | −2,362−19.2% | Reduced |
| Carnegie Lake Advisors LLC | 9,982 | $993.0K | 0.40% | 00.0% | Unchanged |
| Close Asset Management Ltd | 9,994 | $994.0K | 0.03% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 10,005 | $995.3K | 0.82% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10,012 | $996.0K | 0.27% | +2,654+36.1% | Added |
| Soltis Investment Advisors LLC | 10,027 | $997.5K | 0.09% | −5,803−36.7% | Reduced |
| Roman Butler Fullerton & Co | 10,189 | $997.9K | 0.32% | −759−6.9% | Reduced |
| GoalVest Advisory LLC | 10,031 | $997.9K | 0.27% | −714−6.6% | Reduced |
| Capstone Financial Advisors, Inc. | 10,068 | $1.00M | 0.06% | +23+0.2% | Added |
| Beacon Financial Group | 10,092 | $1.00M | 0.11% | −5,380−34.8% | Reduced |
| Plotkin Financial Advisors, LLC | 10,102 | $1.00M | 0.60% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,110 | $1.01M | 0.71% | −1,417−12.3% | Reduced |
| Arrow Financial Corp | 10,121 | $1.01M | 0.10% | −125−1.2% | Reduced |
| Aurdan Capital Management, LLC | 10,121 | $1.01M | 0.39% | +10,121 | New |
| Hilltop Partners LLC | 10,123 | $1.01M | 0.34% | +933+10.2% | Added |
| Abacus Wealth Partners, LLC | 10,123 | $1.01M | 0.15% | −449−4.2% | Reduced |
| Intellectus Partners, LLC | 10,069 | $1.01M | 0.22% | +3,643+56.7% | Added |
| Northstar Asset Management LLC | 10,152 | $1.01M | 0.23% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 10,169 | $1.01M | 0.05% | −1,868−15.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 10,089 | $1.01M | 0.18% | +73+0.7% | Added |
| Allied Investment Advisors, LLC | 10,194 | $1.01M | 0.20% | −2,068−16.9% | Reduced |
| First National Corp | 10,214 | $1.02M | 0.23% | −605−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 10,221 | $1.02M | 0.08% | +448+4.6% | Added |
| Terry L. Blaker | 10,228 | $1.02M | 0.04% | +988+10.7% | Added |
| Chiron Capital Management, LLC | 10,234 | $1.02M | 0.96% | +6,623+183.4% | Added |
| Forefront Wealth Management Inc. | 10,252 | $1.02M | 0.94% | +10,252 | New |
| Crewe Advisors LLC | 10,256 | $1.02M | 0.14% | −1,092−9.6% | Reduced |
| First Pacific Financial | 10,258 | $1.02M | 0.24% | −20.0% | Reduced |
| Coston, McIsaac & Partners | 10,279 | $1.02M | 0.30% | +50.0% | Added |
| Fort Point Capital Partners LLC | 10,307 | $1.03M | 0.11% | +1,116+12.1% | Added |
| Catalina Capital Group, LLC | 10,323 | $1.03M | 0.34% | +678+7.0% | Added |
| Alerus Financial NA | 10,326 | $1.03M | 0.08% | −41,592−80.1% | Reduced |
| First Washington CORP | 10,330 | $1.03M | 0.36% | −152−1.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,339 | $1.03M | 0.20% | +3,500+51.2% | Added |
| Notis-McConarty Edward | 10,350 | $1.03M | 0.50% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10,353 | $1.03M | 0.34% | −26−0.3% | Reduced |
| Aurora Private Wealth, Inc. | 10,359 | $1.03M | 0.77% | −257−2.4% | Reduced |
| Dempze Nancy E | 10,355 | $1.03M | 0.59% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 10,361 | $1.03M | 0.09% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,362 | $1.03M | 0.19% | +5,790+126.6% | Added |
| Taylor Hoffman Capital Management LLC | 10,380 | $1.03M | 0.38% | +736+7.6% | Added |
| Ridgecrest Wealth Partners, LLC | 10,397 | $1.03M | 0.56% | −1,261−10.8% | Reduced |
| First Command Advisory Services, Inc. | 10,403 | $1.03M | 0.01% | −548−5.0% | Reduced |
| Peak Planning Group, LLC | 10,407 | $1.04M | 0.43% | −2,393−18.7% | Reduced |
| Horizon Bancorp Inc | 10,414 | $1.04M | 0.49% | +9,938+2,087.8% | Added |
| United Advisor Group, LLC | 10,416 | $1.04M | 0.20% | +2,600+33.3% | Added |
| Providence Wealth Advisors, LLC | 10,378 | $1.04M | 0.78% | −66−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 10,427 | $1.04M | 0.26% | +690+7.1% | Added |
| Argent Capital Management LLC | 10,440 | $1.04M | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 10,446 | $1.04M | 0.29% | −7,247−41.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,446 | $1.04M | 0.59% | −355−3.3% | Reduced |
| LVW Advisors, LLC | 10,473 | $1.04M | 0.13% | +2,653+33.9% | Added |
| Pinnacle Holdings, LLC | 10,488 | $1.04M | 0.39% | −1,032−9.0% | Reduced |
| Sage Rhino Capital LLC | 10,490 | $1.04M | 0.23% | −57−0.5% | Reduced |
| Perkins Capital Management Inc | 10,500 | $1.04M | 0.93% | −250−2.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,515 | $1.05M | 0.34% | +10,515 | New |
| Bell Bank | 10,521 | $1.05M | 0.08% | +348+3.4% | Added |
| Vista Investment Management | 10,536 | $1.05M | 0.40% | −1,627−13.4% | Reduced |
| Keeler Thomas Management LLC | 10,569 | $1.05M | 0.37% | +30+0.3% | Added |
| KG&L Capital Management,LLC | 10,553 | $1.05M | 0.34% | −2,390−18.5% | Reduced |