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 |
|---|---|---|---|---|---|
| Kelman-Lazarov, Inc. | 2,142 | $213.1K | 0.04% | +88+4.3% | Added |
| Cadent Capital Advisors, LLC | 2,145 | $213.4K | 0.07% | +9+0.4% | Added |
| Chapman Financial Group, LLC | 2,151 | $214.0K | 0.17% | +2,151 | New |
| Alterna Wealth Management, Inc | 2,152 | $214.1K | 0.18% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,153 | $214.2K | 0.04% | −246−10.3% | Reduced |
| Coerente Capital Management | 2,158 | $214.7K | 0.04% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 2,160 | $214.9K | 0.15% | +2,160 | New |
| Stony Point Wealth Management Inc. | 2,162 | $215.1K | 0.09% | +86+4.1% | Added |
| Planning Center, Inc. | 2,163 | $215.1K | 0.03% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,163 | $215.2K | 0.03% | +148+7.3% | Added |
| Hutchinson Capital Management | 2,164 | $215.3K | 0.04% | +53+2.5% | Added |
| Castle Rock Wealth Management, LLC | 2,594 | $215.4K | 0.05% | −549−17.5% | Reduced |
| LWM Advisory Services, LLC | 2,171 | $215.8K | 0.15% | −375−14.7% | Reduced |
| Sonoma Private Wealth LLC | 2,172 | $216.1K | 0.35% | −6,094−73.7% | Reduced |
| Strategic Investment Solutions, Inc. | 2,174 | $216.3K | 0.07% | +10.0% | Added |
| Pavion Blue Capital, LLC | 2,179 | $216.8K | 0.10% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,180 | $216.9K | 0.01% | +206+10.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $217.3K | 0.14% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 2,188 | $217.7K | 0.07% | +200+10.1% | Added |
| Bennett Associates Wealth Management | 2,190 | $217.9K | 0.18% | +323+17.3% | Added |
| Rappaport Reiches Capital Management, LLC | 2,195 | $218.4K | 0.06% | −43−1.9% | Reduced |
| Jag Capital Management, LLC | 2,196 | $218.5K | 0.03% | −320−12.7% | Reduced |
| Deltec Asset Management LLC | 2,198 | $218.7K | 0.04% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 2,199 | $218.8K | 0.22% | +2,199 | New |
| Stark Wealth Management LLC | 2,200 | $218.9K | 0.16% | +2,200 | New |
| Options Solutions, LLC | 2,200 | $218.9K | 0.10% | +271+14.0% | Added |
| WorthPointe, LLC | 2,201 | $219.0K | 0.09% | +69+3.2% | Added |
| Baker Boyer National Bank | 2,202 | $219.1K | 0.08% | +100+4.8% | Added |
| Bowen Hanes & Co Inc | 2,204 | $219.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,206 | $219.5K | 0.02% | +48+2.2% | Added |
| McClarren Financial Advisors, Inc. | 2,220 | $220.0K | 0.62% | +643+40.8% | Added |
| Legacy Financial Group, Inc. | 2,214 | $220.2K | 0.07% | −19−0.9% | Reduced |
| Sterneck Capital Management, LLC | 2,214 | $220.2K | 0.12% | +2,214 | New |
| Armstrong Henry H Associates Inc | 2,222 | $221.0K | 0.02% | −830−27.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,221 | $221.3K | 0.08% | −188−7.8% | Reduced |
| Alaethes Wealth LLC | 2,210 | $221.7K | 0.08% | −13,744−86.1% | Reduced |
| TrueWealth Advisors, LLC | 2,229 | $221.8K | 0.07% | +83+3.9% | Added |
| Warren Street Wealth Advisors, LLC | 2,231 | $221.9K | 0.09% | −553−19.9% | Reduced |
| Granite Bay Wealth Management, LLC | 2,230 | $222.0K | 0.08% | +23+1.0% | Added |
| Wealthstream Advisors, Inc. | 2,233 | $222.2K | 0.04% | −205−8.4% | Reduced |
| ASB Consultores, LLC | 2,237 | $222.5K | 0.09% | +332+17.4% | Added |
| Leslie Global Wealth, LLC | 2,239 | $222.7K | 0.10% | +2,239 | New |
| Harvest Investment Services, LLC | 2,246 | $223.4K | 0.05% | −250−10.0% | Reduced |
| DLK Investment Management, LLC | 2,251 | $223.9K | 0.09% | +68+3.1% | Added |
| Tamar Securities, LLC | 2,258 | $224.7K | 0.03% | −5−0.2% | Reduced |
| Consilio Wealth Advisors, LLC | 2,259 | $224.7K | 0.09% | −201−8.2% | Reduced |
| Clune & Associates, Ltd. | 2,260 | $224.8K | 0.07% | +2,260 | New |
| Rocky Mountain Advisers, LLC | 2,267 | $225.5K | 0.07% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 2,250 | $225.7K | 0.12% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 2,268 | $225.7K | 0.06% | −45−1.9% | Reduced |
| RF&L Wealth Management, LLC | 2,270 | $225.8K | 0.16% | −630−21.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,275 | $226.3K | 0.02% | −107−4.5% | Reduced |
| Swisher Financial Concepts, Inc. | 2,280 | $226.8K | 0.27% | −295−11.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,280 | $226.8K | 0.07% | −45−1.9% | Reduced |
| Members Capital Advisors Inc | 2,283 | $227.1K | 0.20% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,283 | $227.1K | 0.09% | +125+5.8% | Added |
| D. Scott Neal, Inc. | 2,270 | $227.7K | 0.12% | 00.0% | Unchanged |
| Davis Capital Management | 2,293 | $228.1K | 0.19% | −506−18.1% | Reduced |
| Endowment Wealth Management, Inc. | 2,293 | $228.2K | 0.15% | −317−12.1% | Reduced |
| Blume Capital Management, Inc. | 2,300 | $228.8K | 0.05% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,302 | $229.0K | 0.07% | +10+0.4% | Added |
| AAFCPAs Wealth Management, LLC | 2,309 | $229.7K | 0.12% | +179+8.4% | Added |
| Arcus Capital Partners, LLC | 1,742 | $229.9K | 0.07% | +1,742 | New |
| TAP Consulting, LLC | 2,311 | $229.9K | 0.05% | −74−3.1% | Reduced |
| Encompass More Asset Management | 2,313 | $230.2K | 0.08% | −144−5.9% | Reduced |
| Baron Wealth Management LLC | 2,314 | $230.2K | 0.11% | +305+15.2% | Added |
| Geometric Wealth Advisors | 2,321 | $230.9K | 0.04% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,322 | $231.0K | 0.13% | +342+17.3% | Added |
| Gitterman Wealth Management, LLC | 2,320 | $231.1K | 0.10% | +313+15.6% | Added |
| Barnes Wealth Management Group, Inc | 2,324 | $231.2K | 0.16% | +2,324 | New |
| Bond & Devick Financial Network, Inc. | 2,036 | $231.2K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,331 | $231.9K | 0.29% | −33−1.4% | Reduced |
| Slagle Financial, LLC | 2,339 | $232.7K | 0.10% | −206−8.1% | Reduced |
| Bellecapital International Ltd. | 2,340 | $232.8K | 0.04% | −19−0.8% | Reduced |
| Lodestar Private Asset Management LLC | 2,341 | $232.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,345 | $233.3K | 0.05% | +131+5.9% | Added |
| Banque de Luxembourg S.A. | 2,341 | $233.8K | 0.13% | +2,341 | New |
| Optivise Advisory Services LLC | 2,356 | $234.4K | 0.13% | −109−4.4% | Reduced |
| Cherrydale Wealth Management, LLC | 2,358 | $234.5K | 0.09% | −6−0.3% | Reduced |
| C2C Wealth Management, LLC | 2,358 | $234.6K | 0.22% | −100−4.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,360 | $234.8K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,365 | $235.3K | 0.04% | −422−15.1% | Reduced |
| Skyline Advisors, Inc. | 2,367 | $235.4K | 0.09% | −342−12.6% | Reduced |
| Wambolt & Associates, LLC | 2,367 | $235.5K | 0.08% | −1,305−35.5% | Reduced |
| Well Done, LLC | 2,075 | $235.6K | 0.04% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,369 | $235.7K | 0.19% | −388−14.1% | Reduced |
| IFC Advisors LLC | 2,370 | $235.7K | 0.05% | +2,370 | New |
| Foster Victor Wealth Advisors, LLC | 2,418 | $236.8K | 0.02% | −17−0.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,382 | $236.9K | 0.08% | +2,382 | New |
| Droms Strauss Advisors Inc | 2,386 | $237.4K | 0.08% | −455−16.0% | Reduced |
| Valley Financial Group, Inc. | 2,389 | $237.7K | 0.17% | −1,056−30.7% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,819 | $238.0K | 0.22% | −25,402−90.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,393 | $238.1K | 0.03% | +2,393 | New |
| Purkiss Capital Advisors LLC | 2,394 | $238.1K | 0.21% | +2,394 | New |
| Fagan Associates, Inc. | 2,397 | $238.5K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,397 | $238.5K | 0.12% | +14+0.6% | Added |
| Ballast Advisors LLC | 2,402 | $239.0K | 0.07% | +51+2.2% | Added |
| New England Capital Financial Advisors LLC | 2,405 | $239.2K | 0.12% | +16+0.7% | Added |
| Legacy Bridge, LLC | 2,406 | $239.3K | 0.12% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,407 | $239.4K | 0.03% | −1,513−38.6% | Reduced |