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
- +182 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
- 389
- 1,324 more added
- Sold out
- 207
- 1,581 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 1,058 | $105.3K | 0.02% | +1,058 | New |
| Main Street Group, LTD | 1,064 | $105.8K | 0.04% | −190−15.2% | Reduced |
| Hopwood Financial Services, Inc. | 1,066 | $106.0K | 0.08% | +1,066 | New |
| Creative Capital Management Investments LLC | 1,113 | $110.7K | 0.05% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,585 | $112.2K | 0.01% | −157−9.0% | Reduced |
| Essex Investment Management Co LLC | 1,132 | $112.6K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,149 | $114.4K | 0.09% | +1,149 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,160 | $115.0K | 0.00% | −18,302−94.0% | Reduced |
| Hara Capital LLC | 1,162 | $115.6K | 0.07% | +100+9.4% | Added |
| Cassady Schiller Wealth Management, LLC | 1,176 | $117.0K | 0.04% | +137+13.2% | Added |
| Vision Financial Markets LLC | 1,186 | $118.0K | 0.13% | +1,186 | New |
| Turim 21 Investimentos Ltda. | 1,200 | $118.6K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,205 | $119.9K | 0.08% | −7−0.6% | Reduced |
| Vermillion Wealth Management, Inc. | 1,208 | $120.2K | 0.06% | +1,208 | New |
| HBC Financial Services, PLLC | 1,225 | $121.0K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,218 | $121.2K | 0.11% | +316+35.0% | Added |
| Berbice Capital Management LLC | 1,222 | $121.6K | 0.10% | +1,222 | New |
| FSA Wealth Management LLC | 1,233 | $122.7K | 0.05% | +1+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,248 | $124.2K | 0.03% | −50−3.9% | Reduced |
| ESL Trust Services, LLC | 1,256 | $124.9K | 0.03% | −75−5.6% | Reduced |
| West Financial Advisors, LLC | 1,261 | $125.4K | 0.02% | −87−6.5% | Reduced |
| Cedar Wealth Management, LLC | 1,264 | $125.7K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,317 | $131.0K | 0.04% | +43+3.4% | Added |
| Granite FO LLC | 1,320 | $131.3K | 0.08% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,321 | $131.4K | 0.07% | +3+0.2% | Added |
| Modus Advisors, LLC | 1,330 | $132.3K | 0.04% | +1,330 | New |
| Cape Investment Advisory, Inc. | 1,355 | $134.8K | 0.05% | +419+44.8% | Added |
| CGC Financial Services, LLC | 1,394 | $138.7K | 0.06% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,398 | $139.1K | 0.07% | −201−12.6% | Reduced |
| Country Trust Bank | 1,405 | $139.8K | 0.00% | −530−27.4% | Reduced |
| Pacifica Partners Inc. | 1,434 | $142.2K | 0.06% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,431 | $143.5K | 0.12% | −18−1.2% | Reduced |
| Stephens Consulting, LLC | 1,454 | $144.6K | 0.04% | +103+7.6% | Added |
| PFG Private Wealth Management, LLC | 1,466 | $145.8K | 0.08% | +211+16.8% | Added |
| Signature Resources Capital Management, LLC | 1,473 | $146.5K | 0.13% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,501 | $149.0K | 0.05% | −112−6.9% | Reduced |
| Keystone Financial Group, Inc. | 1,499 | $150.3K | 0.12% | +1,499 | New |
| VSM Wealth Advisory, LLC | 1,515 | $150.7K | 0.05% | +1,515 | New |
| Evergreen Private Wealth LLC | 1,544 | $153.6K | 0.07% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,555 | $154.7K | 0.07% | +4+0.3% | Added |
| First Community Trust NA | 1,575 | $156.7K | 0.11% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,575 | $156.7K | 0.35% | +1,575 | New |
| Whipplewood Advisors, LLC | 1,580 | $157.2K | 0.09% | +1,580 | New |
| Bernard Wealth Management Corp. | 1,602 | $159.4K | 0.07% | +1,602 | New |
| Transamerica Financial Advisors, Inc. | 1,656 | $165.0K | 0.02% | +1,556+1,556.0% | Added |
| Promethos Capital, LLC | 1,668 | $165.9K | 0.06% | +556+50.0% | Added |
| Painted Porch Advisors LLC | 1,672 | $166.3K | 0.08% | +71+4.4% | Added |
| WR Wealth Planners, LLC | 1,683 | $167.5K | 0.05% | −204−10.8% | Reduced |
| WPG Advisers, LLC | 1,705 | $169.6K | 0.16% | +1,705 | New |
| Salomon & Ludwin, LLC | 1,709 | $170.0K | 0.02% | −57−3.2% | Reduced |
| Natixis Investment Managers International | 1,716 | $170.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,844 | $183.4K | 0.03% | +109+6.3% | Added |
| Wellspring Financial Advisors, LLC | 17,148 | $183.8K | 0.02% | −3,003−14.9% | Reduced |
| Goldstream Capital Management Ltd | 1,838 | $183.9K | 0.08% | −2,107−53.4% | Reduced |
| Paladin Advisory Group, LLC | 1,868 | $185.8K | 0.14% | −249−11.8% | Reduced |
| Castleview Partners, LLC | 1,874 | $185.8K | 0.10% | −378−16.8% | Reduced |
| Fairfield Financial Advisors, LTD | 1,878 | $186.8K | 0.07% | −5,548−74.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,911 | $190.0K | 0.01% | +418+28.0% | Added |
| CapitalatWork S.A. | – | $194.0K | 0.01% | – | – |
| Birchbrook, Inc. | 1,971 | $196.1K | 0.11% | +165+9.1% | Added |
| Sherman Asset Management, Inc. | 1,974 | $196.4K | 0.18% | +1,974 | New |
| Arcadia Investment Management Corp | 2,000 | $199.0K | 0.03% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $199.0K | 0.14% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2,010 | $200.0K | 0.18% | +2,010 | New |
| HC Advisors, LLC | 2,010 | $200.0K | 0.16% | +2,010 | New |
| Able Wealth Management LLC | 2,014 | $200.3K | 0.13% | +68+3.5% | Added |
| Stance Capital LLC | 2,017 | $200.7K | 0.12% | +2,017 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,023 | $201.3K | 0.07% | −330−14.0% | Reduced |
| Aua Capital Management, LLC | 2,030 | $201.9K | 0.13% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 2,033 | $202.2K | 0.01% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 2,038 | $202.7K | 0.20% | +2,038 | New |
| Kelly Financial Services LLC | 2,042 | $203.1K | 0.07% | −4−0.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,050 | $203.9K | 0.05% | +2,050 | New |
| Wade Financial Advisory, Inc | 2,050 | $204.0K | 0.07% | 00.0% | Unchanged |
| Heron Bay Capital Management | 2,054 | $204.3K | 0.04% | −68−3.2% | Reduced |
| Enclave Advisors LLC | 2,059 | $204.8K | 0.03% | −46−2.2% | Reduced |
| Horst & Graben Wealth Management LLC | 2,060 | $204.9K | 0.04% | +13+0.6% | Added |
| Reyes Financial Architecture, Inc. | 2,060 | $204.9K | 0.16% | +2,060 | New |
| Wood Tarver Financial Group, LLC | 2,068 | $205.0K | 0.07% | +2,068 | New |
| Heritage Wealth Partners, LLC | 2,065 | $205.4K | 0.26% | +94+4.8% | Added |
| NovaPoint Capital, LLC | 2,068 | $205.7K | 0.06% | −251−10.8% | Reduced |
| STAR Financial Bank | 2,070 | $205.9K | 0.15% | −1,059−33.8% | Reduced |
| Montis Financial, LLC | 2,078 | $206.7K | 0.06% | +2,078 | New |
| Fortis Advisors, LLC | 2,083 | $207.2K | 0.14% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,086 | $207.5K | 0.24% | 00.0% | Unchanged |
| Blue Capital, Inc. | 2,087 | $207.6K | 0.15% | +2,087 | New |
| Cornerstone Planning Group LLC | 2,121 | $207.8K | 0.05% | +703+49.6% | Added |
| O'Brien Wealth Partners LLC | 2,100 | $208.9K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 2,102 | $209.0K | 0.05% | +31+1.5% | Added |
| SL Advisors, LLC | 2,105 | $209.4K | 0.35% | −142−6.3% | Reduced |
| Mason & Associates Inc | 2,107 | $209.6K | 0.05% | +75+3.7% | Added |
| Drucker Wealth 3.0, LLC | 2,108 | $209.7K | 0.05% | +202+10.6% | Added |
| Petros Family Wealth, LLC | 2,110 | $209.9K | 0.23% | +2,110 | New |
| Norway Savings Bank | 2,121 | $211.0K | 0.12% | +131+6.6% | Added |
| 1 North Wealth Services LLC | 2,124 | $211.3K | 0.09% | +2,124 | New |
| First Wilshire Securities Management Inc | 2,131 | $212.0K | 0.06% | 00.0% | Unchanged |
| Delta Capital Management LLC | 2,130 | $212.0K | 0.12% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 2,137 | $212.5K | 0.11% | +200+10.3% | Added |
| Topsail Wealth Management, LLC | 2,119 | $212.7K | 0.05% | +2,119 | New |
| Kuhn & Co Investment Counsel | 2,140 | $212.9K | 0.18% | −495−18.8% | Reduced |