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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 11,899 | $1.19M | 0.09% | −331−2.7% | Reduced |
| Abacus Planning Group, Inc. | 12,025 | $1.20M | 0.21% | +47+0.4% | Added |
| Hartford Funds Management Co LLC | 12,036 | $1.20M | 0.11% | −891−6.9% | Reduced |
| Elgethun Capital Management | 12,105 | $1.20M | 0.29% | +49+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,108 | $1.20M | 0.18% | −3,211−21.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.21M | 0.52% | 00.0% | Unchanged |
| Gladius Capital Management LP | 12,139 | $1.21M | 0.69% | −2,724−18.3% | Reduced |
| Doheny Asset Management | 12,140 | $1.21M | 0.90% | −2,500−17.1% | Reduced |
| DMG Group, LLC | 12,148 | $1.21M | 0.98% | −990−7.5% | Reduced |
| CBOE Vest Financial, LLC | 12,157 | $1.21M | 0.02% | +1,561+14.7% | Added |
| Allen Capital Group, LLC | 12,192 | $1.21M | 0.15% | −540−4.2% | Reduced |
| Berger Financial Group, Inc | 12,197 | $1.21M | 0.08% | −1,994−14.1% | Reduced |
| Modern Wealth Management, LLC | 12,200 | $1.21M | 0.05% | +4,011+49.0% | Added |
| Patriot Investment Management Inc. | 12,220 | $1.22M | 0.09% | −1,016−7.7% | Reduced |
| CRA Financial Services, LLC | 12,236 | $1.22M | 0.21% | −1,455−10.6% | Reduced |
| Bill Few Associates, Inc. | 12,267 | $1.22M | 0.43% | −226−1.8% | Reduced |
| BTG Pactual Asset Management US LLC | 12,245 | $1.22M | 0.16% | −1,055−7.9% | Reduced |
| Lee Financial Co | 12,313 | $1.23M | 0.17% | −123−1.0% | Reduced |
| Archford Capital Strategies, LLC | 12,349 | $1.23M | 0.19% | −243−1.9% | Reduced |
| Baker Avenue Asset Management, LP | 12,371 | $1.23M | 0.04% | +91+0.7% | Added |
| Patron Partners Advisors, LLC | 12,383 | $1.23M | 0.67% | +1,528+14.1% | Added |
| Wolff Financial Management LLC | 12,384 | $1.23M | 0.34% | 00.0% | Unchanged |
| Callan Capital, LLC | 12,395 | $1.23M | 0.09% | +1,770+16.7% | Added |
| Fairfield, Bush & Co. | 12,421 | $1.24M | 0.73% | +1,235+11.0% | Added |
| Knuff & Co LLC | 12,423 | $1.24M | 0.38% | +303+2.5% | Added |
| True North Advisors, LLC | 12,428 | $1.24M | 0.29% | +1,686+15.7% | Added |
| Barry Investment Advisors, LLC | 12,348 | $1.24M | 0.40% | −541−4.2% | Reduced |
| Keudell/Morrison Wealth Management | 12,454 | $1.24M | 0.32% | −260−2.0% | Reduced |
| Bigelow Investment Advisors, LLC | 12,480 | $1.24M | 0.58% | −1,046−7.7% | Reduced |
| Summit Wealth Partners, LLC | 12,485 | $1.24M | 0.26% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 12,492 | $1.24M | 1.22% | +12,492 | New |
| 17 Capital Partners, LLC | 12,493 | $1.24M | 0.79% | −292−2.3% | Reduced |
| Opinicus Capital, Inc. | 12,529 | $1.25M | 1.05% | +557+4.7% | Added |
| Salvus Wealth Management, LLC | 12,537 | $1.25M | 0.80% | −2,888−18.7% | Reduced |
| Fiera Capital Corp | 12,560 | $1.25M | 0.00% | +7,066+128.6% | Added |
| Visionary Wealth Advisors | 12,571 | $1.25M | 0.07% | +697+5.9% | Added |
| Heritage Family Offices, LLP | 12,575 | $1.25M | 0.62% | −465−3.6% | Reduced |
| Connecticut Wealth Management, LLC | 12,629 | $1.26M | 0.06% | −2,825−18.3% | Reduced |
| IMS Capital Management | 12,632 | $1.26M | 0.58% | −2,108−14.3% | Reduced |
| Karani Asset Management LLC | 12,634 | $1.26M | 1.17% | +12,634 | New |
| Premier Path Wealth Partners, LLC | 12,724 | $1.27M | 0.19% | −2,012−13.7% | Reduced |
| Cape Ann Savings Bank | 12,747 | $1.27M | 0.75% | −282−2.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.27M | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 12,756 | $1.27M | 0.27% | +4,991+64.3% | Added |
| First Foundation Advisors | 12,801 | $1.27M | 0.05% | −743−5.5% | Reduced |
| Armis Advisers, LLC | 12,801 | $1.27M | 0.16% | +12,801 | New |
| MidWestOne Financial Group, Inc. | 12,822 | $1.28M | 0.18% | −32−0.2% | Reduced |
| LVM Capital Management Ltd | 12,880 | $1.28M | 0.14% | −431−3.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 12,888 | $1.28M | 0.40% | −59−0.5% | Reduced |
| Chapin Davis, Inc. | 11,297 | $1.28M | 0.42% | 00.0% | Unchanged |
| Allen Investment Management LLC | 12,901 | $1.28M | 0.01% | −23,523−64.6% | Reduced |
| Raleigh Capital Management Inc. | 12,914 | $1.28M | 0.50% | −557−4.1% | Reduced |
| Platform Technology Partners | 12,918 | $1.29M | 0.39% | +901+7.5% | Added |
| Baker Ellis Asset Management LLC | 12,928 | $1.29M | 0.19% | +840+6.9% | Added |
| ROI Financial Advisors, LLC | 12,943 | $1.29M | 0.88% | −1,653−11.3% | Reduced |
| Global Trust Asset Management, LLC | 12,960 | $1.29M | 0.49% | −2,101−13.9% | Reduced |
| Pingora Partners LLC | 12,979 | $1.29M | 0.85% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 12,982 | $1.29M | 0.16% | −1,407−9.8% | Reduced |
| Dover Advisors, LLC | 12,991 | $1.29M | 0.74% | −1,181−8.3% | Reduced |
| Aspire Private Capital, LLC | 12,996 | $1.29M | 0.32% | +10.0% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.29M | 0.42% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 13,024 | $1.30M | 1.29% | −120−0.9% | Reduced |
| K2 Principal Fund, L.P. | 13,032 | $1.30M | 0.19% | +13,032 | New |
| Headlands Technologies LLC | 13,043 | $1.30M | 0.13% | −48,894−78.9% | Reduced |
| Intelligence Driven Advisers, LLC | 13,058 | $1.30M | 0.24% | +1,343+11.5% | Added |
| RiverFront Investment Group, LLC | 13,089 | $1.30M | 0.03% | +925+7.6% | Added |
| First Financial Corp | 13,140 | $1.31M | 0.61% | +790+6.4% | Added |
| Millstone Evans Group, LLC | 13,181 | $1.31M | 0.89% | +13,181 | New |
| Evelyn Partners Investment Management LLP | 13,200 | $1.31M | 0.04% | +13,200 | New |
| Provident Co of the Employees of the Hebrew University LTD | 13,136 | $1.31M | 1.53% | +13,136 | New |
| Stiles Financial Services Inc | 13,232 | $1.32M | 0.48% | −1,882−12.5% | Reduced |
| Crux Wealth Advisors | 13,266 | $1.32M | 0.73% | +13,266 | New |
| Meridian Financial Partners LLC | 13,286 | $1.32M | 0.70% | −257−1.9% | Reduced |
| YHB Investment Advisors, Inc. | 13,296 | $1.32M | 0.11% | −1,400−9.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,304 | $1.32M | 1.34% | −530−3.8% | Reduced |
| Loudon Investment Management, LLC | 13,308 | $1.32M | 0.75% | −150−1.1% | Reduced |
| JPB Foundation | 13,317 | $1.32M | 0.15% | −54,000−80.2% | Reduced |
| Persistent Asset Partners Ltd | 13,422 | $1.33M | 1.14% | +13,422 | New |
| Texas Bank & Trust Co | 13,375 | $1.33M | 0.55% | +13,375 | New |
| Semanteon Capital Management, LP | 13,427 | $1.34M | 0.72% | +13,427 | New |
| MONECO Advisors, LLC | 13,447 | $1.34M | 0.14% | +2,596+23.9% | Added |
| Meadow Creek Wealth Advisors LLC | 13,450 | $1.34M | 0.96% | −451−3.2% | Reduced |
| Princeton Global Asset Management LLC | 13,487 | $1.34M | 0.25% | −11,095−45.1% | Reduced |
| Cherokee Insurance Co | 13,498 | $1.34M | 0.61% | +13,498 | New |
| Nia Impact Advisors, LLC | 13,508 | $1.34M | 0.44% | −13−0.1% | Reduced |
| MB, Levis & Associates, LLC | 13,528 | $1.35M | 0.67% | +75+0.6% | Added |
| MTM Investment Management, LLC | 13,529 | $1.35M | 0.52% | −70−0.5% | Reduced |
| Net Worth Advisory Group | 13,563 | $1.35M | 0.41% | −1,384−9.3% | Reduced |
| Baxter Bros Inc | 13,564 | $1.35M | 0.18% | −1,556−10.3% | Reduced |
| Triangle Securities Wealth Management | 13,579 | $1.35M | 0.35% | −238−1.7% | Reduced |
| Nwam LLC | 13,584 | $1.35M | 0.08% | +142+1.1% | Added |
| Maple Capital Management, Inc. | 13,593 | $1.35M | 0.10% | −619−4.4% | Reduced |
| Charter Oak Capital Management, LLC | 13,595 | $1.35M | 0.13% | +1,991+17.2% | Added |
| Navalign, LLC | 13,602 | $1.35M | 0.40% | +453+3.4% | Added |
| Everpar Advisors LLC | 13,604 | $1.35M | 0.68% | −444−3.2% | Reduced |
| Focus Financial Network, Inc. | 13,498 | $1.35M | 0.05% | +2,210+19.6% | Added |
| EverSource Wealth Advisors, LLC | 13,637 | $1.36M | 0.08% | −15,168−52.7% | Reduced |
| YANKCOM Partnership | 13,662 | $1.36M | 0.73% | +13,662 | New |
| Boxwood Ventures, Inc. | 13,563 | $1.36M | 1.82% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 13,681 | $1.36M | 0.80% | 00.0% | Unchanged |