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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 10,575 | $1.05M | 0.50% | −1,722−14.0% | Reduced |
| Valley National Advisers Inc | 10,580 | $1.05M | 0.19% | −559−5.0% | Reduced |
| Everhart Financial Group, Inc. | 10,586 | $1.05M | 0.22% | −1,464−12.1% | Reduced |
| Waterfront Wealth Inc. | 10,608 | $1.06M | 0.26% | +221+2.1% | Added |
| Eaton Financial Holdings Company, LLC | 10,615 | $1.06M | 0.41% | −2,298−17.8% | Reduced |
| High Note Wealth, LLC | 10,619 | $1.06M | 0.27% | −19,740−65.0% | Reduced |
| Forza Wealth Management, LLC | 10,623 | $1.06M | 0.48% | −221−2.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 10,625 | $1.06M | 0.49% | −523−4.7% | Reduced |
| Venturi Wealth Management, LLC | 10,642 | $1.06M | 0.05% | +3,125+41.6% | Added |
| Alhambra Investment Partners LLC | 10,673 | $1.06M | 0.54% | +1,914+21.9% | Added |
| Capital International Sarl | 10,678 | $1.06M | 0.02% | −4,221−28.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,690 | $1.06M | 0.35% | +400+3.9% | Added |
| Invera Wealth Advisors, LLC | 11,009 | $1.06M | 1.05% | +249+2.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 10,730 | $1.07M | 0.39% | +258+2.5% | Added |
| Wealth Effects LLC | 10,739 | $1.07M | 0.38% | −561−5.0% | Reduced |
| Capital Square, LLC | 11,181 | $1.07M | 0.61% | +310+2.9% | Added |
| Good Life Advisors, LLC | 10,755 | $1.07M | 0.08% | −2,218−17.1% | Reduced |
| Adirondack Trust Co | 10,775 | $1.07M | 0.41% | −116−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,794 | $1.07M | 0.22% | +373+3.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,818 | $1.08M | 0.66% | −6,487−37.5% | Reduced |
| Mechanics Financial Corp | 10,837 | $1.08M | 0.48% | −20−0.2% | Reduced |
| Childress Capital Advisors, LLC | 10,838 | $1.08M | 0.30% | −1,540−12.4% | Reduced |
| Acorn Financial Advisory Services Inc | 10,885 | $1.08M | 0.18% | −302−2.7% | Reduced |
| Ellsworth Advisors, LLC | 10,906 | $1.08M | 0.28% | −53,004−82.9% | Reduced |
| Centaurus Financial, Inc. | 10,906 | $1.08M | 0.07% | −1,743−13.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,933 | $1.09M | 0.14% | +696+6.8% | Added |
| Cornerstone Advisory, LLC | 13,125 | $1.09M | 0.12% | +340+2.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,953 | $1.09M | 0.18% | −2,675−19.6% | Reduced |
| Fjell Capital, LLC | 10,957 | $1.09M | 1.13% | +10,957 | New |
| CVA Family Office, LLC | 11,025 | $1.10M | 0.17% | +422+4.0% | Added |
| World Equity Group, Inc. | 11,040 | $1.10M | 0.24% | −1,196−9.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,038 | $1.10M | 1.05% | −397−3.5% | Reduced |
| Axq Capital, LP | 11,129 | $1.11M | 0.50% | +647+6.2% | Added |
| Impact Partnership Wealth, LLC | 11,134 | $1.11M | 0.22% | +2,000+21.9% | Added |
| TCFG Wealth Management, LLC | 11,140 | $1.11M | 0.56% | −256−2.2% | Reduced |
| Interchange Capital Partners, LLC | 11,037 | $1.11M | 0.40% | −756−6.4% | Reduced |
| Liontrust Investment Partners LLP | 11,166 | $1.11M | 0.02% | −64,773−85.3% | Reduced |
| Farmers National Bank | 11,168 | $1.11M | 0.32% | +11,168 | New |
| Skopos Labs, Inc. | 11,171 | $1.11M | 0.33% | −2,794−20.0% | Reduced |
| Banco de Sabadell, S.A | 11,218 | $1.11M | 0.87% | +234+2.1% | Added |
| Cassia Capital Partners, LLC | 11,195 | $1.11M | 0.71% | +3,632+48.0% | Added |
| Inceptionr LLC | 11,197 | $1.11M | 0.25% | +11,197 | New |
| Widmann Financial Services, Inc. | 11,199 | $1.11M | 0.86% | −550−4.7% | Reduced |
| Great Diamond Partners, LLC | 11,211 | $1.12M | 0.29% | −1,451−11.5% | Reduced |
| CoreFirst Bank & Trust | 11,214 | $1.12M | 0.66% | −381−3.3% | Reduced |
| Alpha DNA Investment Management LLC | 11,222 | $1.12M | 0.61% | −6,598−37.0% | Reduced |
| Lavaca Capital LLC | 11,225 | $1.12M | 0.49% | +391+3.6% | Added |
| Trust Co | 11,225 | $1.12M | 0.13% | +8,955+394.5% | Added |
| Apriem Advisors | 11,238 | $1.12M | 0.13% | +1,632+17.0% | Added |
| Richard W. Paul & Associates, LLC | 11,285 | $1.12M | 0.41% | +655+6.2% | Added |
| Motiv8 Investments LLC | 11,307 | $1.12M | 0.79% | +4,354+62.6% | Added |
| Cidel Asset Management Inc | 11,314 | $1.13M | 0.08% | +785+7.5% | Added |
| Moss Adams Wealth Advisors LLC | 11,217 | $1.13M | 0.12% | +3,691+49.0% | Added |
| Zullo Investment Group, Inc. | 11,318 | $1.13M | 0.45% | +44+0.4% | Added |
| Tema ETFs LLC | 11,342 | $1.13M | 0.47% | +11,342 | New |
| Impact Capital Partners LLC | 11,362 | $1.13M | 0.40% | +11,362 | New |
| Baker Tilly Wealth Management, LLC | 11,369 | $1.13M | 0.44% | −1,615−12.4% | Reduced |
| North Star Asset Management Inc | 11,378 | $1.13M | 0.05% | +270+2.4% | Added |
| Prairie Sky Financial Group LLC | 11,381 | $1.13M | 0.69% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 11,404 | $1.13M | 0.48% | −871−7.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 11,426 | $1.14M | 0.03% | +1,601+16.3% | Added |
| Canopy Partners, LLC | 11,458 | $1.14M | 0.44% | +1,455+14.5% | Added |
| Peddock Capital Advisors, LLC | 11,459 | $1.14M | 0.27% | −6,190−35.1% | Reduced |
| Pullen Investment Management, LLC | 11,486 | $1.14M | 0.74% | −1,348−10.5% | Reduced |
| Clean Yield Group | 11,494 | $1.14M | 0.36% | −161−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,494 | $1.14M | 0.04% | −518−4.3% | Reduced |
| Guerra Pan Advisors, LLC | 11,497 | $1.14M | 0.83% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 11,498 | $1.14M | 0.17% | +154+1.4% | Added |
| LexAurum Advisors, LLC | 11,500 | $1.14M | 0.23% | +450+4.1% | Added |
| Lipe & Dalton | 11,559 | $1.15M | 0.61% | −348−2.9% | Reduced |
| Regal Investment Advisors LLC | 11,569 | $1.15M | 0.09% | −1,306−10.1% | Reduced |
| Oxford Wealth Group, LLC | 11,570 | $1.15M | 0.74% | −510−4.2% | Reduced |
| DGS Capital Management, LLC | 11,573 | $1.15M | 0.29% | −1,918−14.2% | Reduced |
| Quest Partners LLC | 11,636 | $1.16M | 0.15% | +1,239+11.9% | Added |
| Washington Capital Management Inc | 11,643 | $1.16M | 0.91% | −300−2.5% | Reduced |
| Corundum Group, Inc. | 11,656 | $1.16M | 0.43% | +1,002+9.4% | Added |
| Precedent Wealth Partners, LLC | 11,659 | $1.16M | 0.38% | +399+3.5% | Added |
| CoreCap Advisors, LLC | 11,698 | $1.16M | 0.05% | −8,485−42.0% | Reduced |
| Wright Investors Service Inc | 11,703 | $1.16M | 0.38% | −9,695−45.3% | Reduced |
| Physicians Financial Services, Inc. | 11,710 | $1.17M | 0.35% | +200+1.7% | Added |
| Tradewinds, LLC. | 13,540 | $1.17M | 0.32% | −2,109−13.5% | Reduced |
| Point72 Europe (London) LLP | 11,768 | $1.17M | 0.07% | +11,768 | New |
| Accredited Investors Inc. | 11,769 | $1.17M | 0.07% | −65−0.5% | Reduced |
| Investment Partners Asset Management, Inc. | 11,798 | $1.17M | 0.92% | +716+6.5% | Added |
| Relyea Zuckerberg Hanson LLC | 11,811 | $1.17M | 0.16% | +3,131+36.1% | Added |
| Charles Schwab Trust Co | 11,814 | $1.18M | 0.10% | +1,178+11.1% | Added |
| DeDora Capital, Inc. | 11,815 | $1.18M | 0.32% | −128−1.1% | Reduced |
| Huntleigh Advisors, Inc. | 11,821 | $1.18M | 0.25% | +11,821 | New |
| Evernest Financial Advisors, LLC | 11,825 | $1.18M | 0.31% | +96+0.8% | Added |
| VeraBank, N.A. | 11,839 | $1.18M | 0.33% | −146−1.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,135 | $1.18M | 0.43% | −57−0.4% | Reduced |
| Centennial Bank | 11,840 | $1.18M | 0.55% | −297−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 11,872 | $1.18M | 0.21% | −975−7.6% | Reduced |
| Silver Oak Securities, Inc | 12,022 | $1.18M | 0.11% | +3,002+33.3% | Added |
| M. Kraus & Co | 11,892 | $1.18M | 0.35% | −62−0.5% | Reduced |
| Nilsine Partners, LLC | 11,930 | $1.19M | 0.13% | −10,779−47.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11,945 | $1.19M | 0.46% | +48+0.4% | Added |
| Legacy Financial Advisors, Inc. | 11,962 | $1.19M | 0.20% | −6,644−35.7% | Reduced |
| Schulhoff & Co Inc | 11,963 | $1.19M | 0.53% | −525−4.2% | Reduced |
| Core Wealth Advisors, Inc. | 11,964 | $1.19M | 0.39% | −6,302−34.5% | Reduced |