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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 15,433 | $1.54M | 0.06% | +365+2.4% | Added |
| Journey Strategic Wealth LLC | 15,451 | $1.54M | 0.06% | −1,373−8.2% | Reduced |
| Hendershot Investments Inc. | 15,471 | $1.54M | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 15,479 | $1.54M | 0.12% | +4,373+39.4% | Added |
| Hudson Canyon Capital Management | 15,500 | $1.54M | 1.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 15,523 | $1.54M | 0.35% | −7,516−32.6% | Reduced |
| Kennebec Savings Bank | 15,317 | $1.55M | 1.56% | +1,156+8.2% | Added |
| Mirabaud Asset Management Ltd | 15,747 | $1.55M | 0.72% | +3,719+30.9% | Added |
| Exchange Bank | 15,601 | $1.55M | 1.25% | −200−1.3% | Reduced |
| Accurate Wealth Management, LLC | 15,669 | $1.56M | 0.30% | +1,630+11.6% | Added |
| Compass Capital Corp | 15,714 | $1.56M | 0.61% | +15,714 | New |
| Twelve Points Wealth Management LLC | 15,762 | $1.57M | 0.45% | +3,462+28.1% | Added |
| Matrix Trust Co | 15,768 | $1.57M | 0.27% | +808+5.4% | Added |
| Camarda Financial Advisors, LLC | 15,820 | $1.57M | 0.59% | −264−1.6% | Reduced |
| Sunflower Bank, N.A. | 15,830 | $1.57M | 0.44% | +358+2.3% | Added |
| BCS Wealth Management | 15,829 | $1.57M | 0.39% | +15+0.1% | Added |
| Claro Advisors LLC | 15,853 | $1.58M | 0.21% | −2,532−13.8% | Reduced |
| Ramirez Asset Management, Inc. | 15,866 | $1.58M | 0.32% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,875 | $1.58M | 0.14% | +2,357+17.4% | Added |
| Capstone Triton Financial Group, LLC | 15,915 | $1.58M | 0.99% | +24+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 15,963 | $1.59M | 1.03% | −3,675−18.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 15,975 | $1.59M | 0.59% | +390+2.5% | Added |
| Wolff Wiese Magana LLC | 15,978 | $1.59M | 1.05% | +4,633+40.8% | Added |
| CSS LLC | 16,045 | $1.60M | 0.10% | +4,840+43.2% | Added |
| Zions Bancorporation, N.A. | 16,060 | $1.60M | 0.10% | +3,982+33.0% | Added |
| Schnieders Capital Management LLC | 16,078 | $1.60M | 0.32% | −5,489−25.5% | Reduced |
| Longfellow Investment Management Co LLC | 16,094 | $1.60M | 0.41% | +4,369+37.3% | Added |
| Borer Denton & Associates, Inc. | 16,124 | $1.60M | 0.56% | +511+3.3% | Added |
| PBMares Wealth Management LLC | 16,152 | $1.61M | 0.33% | −230−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 16,176 | $1.61M | 0.35% | −13,839−46.1% | Reduced |
| Chesapeake Wealth Management | 16,178 | $1.61M | 0.55% | −183−1.1% | Reduced |
| West Family Investments, Inc. | 16,246 | $1.62M | 0.56% | −959−5.6% | Reduced |
| Geneos Wealth Management Inc. | 16,280 | $1.62M | 0.06% | −772−4.5% | Reduced |
| Atlas Brown,Inc. | 16,281 | $1.62M | 0.55% | +613+3.9% | Added |
| Meridian Financial, LLC | 16,297 | $1.62M | 1.12% | −849−5.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 16,311 | $1.62M | 0.42% | −259−1.6% | Reduced |
| BCJ Capital Management, LLC | 16,328 | $1.62M | 0.12% | +8,401+106.0% | Added |
| Weaver Capital Management LLC | 16,339 | $1.63M | 0.46% | +1,011+6.6% | Added |
| Doliver Advisors, LP | 16,347 | $1.63M | 0.45% | +3,260+24.9% | Added |
| Princeton Capital Management LLC | 16,426 | $1.63M | 0.51% | −8,067−32.9% | Reduced |
| High Net Worth Advisory Group LLC | 16,459 | $1.64M | 0.46% | +250+1.5% | Added |
| Pettee Investors, Inc. | 16,514 | $1.64M | 0.83% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 16,514 | $1.64M | 0.40% | +533+3.3% | Added |
| Catalyst Financial Partners LLC | 16,528 | $1.64M | 0.31% | −432−2.5% | Reduced |
| Evermay Wealth Management LLC | 16,449 | $1.65M | 0.25% | −1,654−9.1% | Reduced |
| Argent Advisors, Inc. | 16,574 | $1.65M | 0.61% | +361+2.2% | Added |
| Wealthquest Corp | 16,619 | $1.65M | 0.13% | +162+1.0% | Added |
| Kavar Capital Partners Group, LLC | 16,662 | $1.66M | 0.28% | −489−2.9% | Reduced |
| MCF Advisors LLC | 16,560 | $1.66M | 0.12% | −620−3.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 16,673 | $1.66M | 0.41% | +456+2.8% | Added |
| Flavin Financial Services, Inc. | 16,686 | $1.66M | 1.58% | +16,686 | New |
| Affinity Investment Advisors, LLC | 16,705 | $1.66M | 1.38% | −6,709−28.7% | Reduced |
| Home Federal Bank of Tennessee | 16,763 | $1.67M | 0.49% | −250−1.5% | Reduced |
| Richwood Investment Advisors, LLC | 16,782 | $1.67M | 1.39% | −299−1.8% | Reduced |
| Bernardo Wealth Planning LLC | 16,865 | $1.67M | 0.40% | −271−1.6% | Reduced |
| Gryphon Financial Partners LLC | 16,834 | $1.67M | 0.24% | +342+2.1% | Added |
| Spirit of America Management Corp | 16,850 | $1.68M | 0.34% | −1,500−8.2% | Reduced |
| Windsor Capital Management, LLC | 16,882 | $1.68M | 0.50% | −688−3.9% | Reduced |
| Probity Advisors, Inc. | 16,917 | $1.68M | 0.32% | +683+4.2% | Added |
| Gratus Wealth Advisors, LLC | 16,949 | $1.69M | 0.27% | −486−2.8% | Reduced |
| Trust Point Inc. | 16,973 | $1.69M | 0.12% | −6,656−28.2% | Reduced |
| Avidian Wealth Solutions, LLC | 17,030 | $1.69M | 0.08% | −670−3.8% | Reduced |
| Sculati Wealth Management, LLC | 17,045 | $1.70M | 0.67% | −1,602−8.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,048 | $1.70M | 0.87% | −179−1.0% | Reduced |
| Oak Associates, Ltd | 17,168 | $1.71M | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 17,193 | $1.71M | 0.03% | +858+5.3% | Added |
| Acropolis Investment Management, LLC | 17,196 | $1.71M | 0.10% | −762−4.2% | Reduced |
| GraniteShares Advisors LLC | 17,232 | $1.71M | 1.09% | +17,232 | New |
| Hedges Asset Management LLC | 17,250 | $1.72M | 1.13% | +250+1.5% | Added |
| TFR Capital, LLC. | 17,265 | $1.72M | 0.85% | +17,265 | New |
| Richards, Merrill & Peterson, Inc. | 17,283 | $1.72M | 0.90% | +17,283 | New |
| Jupiter Wealth Management LLC | 17,300 | $1.72M | 0.86% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 17,308 | $1.72M | 0.12% | +177+1.0% | Added |
| Umpqua Bank | 17,297 | $1.72M | 0.60% | +1,129+7.0% | Added |
| Ashford Capital Management Inc | 17,345 | $1.73M | 0.20% | −27,364−61.2% | Reduced |
| First County Bank | 17,349 | $1.73M | 0.96% | −2,560−12.9% | Reduced |
| LeClair Wealth Partners LLC | 17,363 | $1.73M | 1.15% | +17,363 | New |
| Whalerock Point Partners, LLC | 17,365 | $1.73M | 0.40% | −870−4.8% | Reduced |
| McDonald Partners LLC | 17,386 | $1.73M | 0.44% | −1,486−7.9% | Reduced |
| St. Johns Investment Management Company, LLC | 17,417 | $1.73M | 0.81% | +731+4.4% | Added |
| Fairvoy Private Wealth, LLC | 17,457 | $1.74M | 0.46% | +17,457 | New |
| Aull & Monroe Investment Management Corp | 17,464 | $1.74M | 0.89% | −1,396−7.4% | Reduced |
| Sawyer & Company, Inc | 17,473 | $1.74M | 0.64% | −1,908−9.8% | Reduced |
| AdvisorNet Financial, Inc | 17,515 | $1.74M | 0.15% | −11,387−39.4% | Reduced |
| Diligent Investors, LLC | 17,520 | $1.74M | 0.40% | +252+1.5% | Added |
| Sutton Place Investors LLC | 17,530 | $1.74M | 1.01% | −73−0.4% | Reduced |
| Shufro Rose & Co LLC | 17,576 | $1.75M | 0.14% | −7,235−29.2% | Reduced |
| Peak Asset Management, LLC | 17,632 | $1.75M | 0.32% | +590+3.5% | Added |
| Hillsdale Investment Management Inc. | 17,691 | $1.76M | 0.09% | +5,480+44.9% | Added |
| Transatlantique Private Wealth LLC | 17,732 | $1.76M | 0.67% | +10.0% | Added |
| Sentinel Trust Co Lba | 17,753 | $1.77M | 0.20% | −2,551−12.6% | Reduced |
| IAM Advisory, LLC | 17,800 | $1.77M | 0.45% | +374+2.1% | Added |
| Ascent Wealth Partners, LLC | 17,905 | $1.78M | 0.24% | +1,388+8.4% | Added |
| CFM Wealth Partners LLC | 17,959 | $1.79M | 0.30% | −663−3.6% | Reduced |
| BSW Wealth Partners | 17,963 | $1.79M | 0.26% | −138−0.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 17,939 | $1.79M | 0.43% | +17,939 | New |
| Icon Advisers Inc | 18,000 | $1.79M | 0.40% | +1,900+11.8% | Added |
| Gables Capital Management Inc. | 18,002 | $1.79M | 0.86% | +450+2.6% | Added |
| LaSalle St. Investment Advisors, LLC | 18,062 | $1.80M | 0.56% | +309+1.7% | Added |
| Clarkston Capital Partners, LLC | 18,107 | $1.80M | 0.03% | +2,178+13.7% | Added |