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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.

Institutional holdersQ4 2024: 3,618 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ4 2024: $196.9B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2024.

Institutions holding MRK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ShankerValleau Wealth Advisors, Inc.2,407$239.4K0.08%+300+14.2%Added
Isthmus Partners, LLC2,422$240.9K0.03%+608+33.5%Added
Baader Bank INC2,423$241.0K0.02%−396−14.0%Reduced
Prosperitas Financial LLC2,424$241.2K0.12%+2,424New
Stillwater Wealth Management Group2,429$241.6K0.22%+2,429New
Members Wealth LLC2,829$242.3K0.18%+2,829New
HFG Advisors, Inc.2,437$242.4K0.21%00.0%Unchanged
ADAR1 Capital Management, LLC2,440$242.7K0.05%+1,300+114.0%Added
ClearAlpha Technologies LP2,443$243.0K0.21%+2,443New
Accredited Wealth Management, LLC2,423$243.1K0.21%+2,423New
Security Financial Services, INC.2,448$243.5K0.05%+246+11.2%Added
Marshall & Sullivan Inc2,450$243.7K0.12%00.0%Unchanged
Integris Wealth Management, LLC2,454$244.1K0.07%00.0%Unchanged
Dark Forest Capital Management LP2,460$244.7K0.04%−3,828−60.9%Reduced
Breakwater Investment Management2,461$244.8K0.10%00.0%Unchanged
Investment Research & Advisory Group, Inc.2,462$244.9K0.10%00.0%Unchanged
Aspen Wealth Strategies, LLC2,466$245.4K0.16%−15−0.6%Reduced
CWS Financial Advisors, LLC2,468$245.5K0.08%−50−2.0%Reduced
LJI Wealth Management, LLC2,479$246.6K0.05%−75−2.9%Reduced
Uniting Wealth Partners, LLC2,481$246.8K0.12%+2,481New
American Money Management, LLC2,487$247.4K0.05%+50+2.1%Added
Jacobson & Schmitt Advisors, LLC2,487$247.4K0.05%00.0%Unchanged
Kellett Schaffner Wealth Advisors LLC2,490$247.7K0.17%−212−7.8%Reduced
Covestor Ltd2,490$248.0K0.16%+1,342+116.9%Added
Ariadne Wealth Management, LP2,872$248.1K0.11%+2,872New
Lantern Wealth Advisors, LLC2,494$248.2K0.16%+412+19.8%Added
Cooper/Haims Advisors, LLC2,499$248.6K0.14%−57−2.2%Reduced
Independent Investors Inc2,500$248.7K0.05%00.0%Unchanged
EHP Funds Inc.2,500$248.7K0.26%+700+38.9%Added
Strata Wealth Advisors, LLC2,501$248.8K0.08%+2,501New
Atlas Legacy Advisors, LLC2,504$249.1K0.06%+2,504New
Signet Financial Management, LLC2,510$249.7K0.03%+35+1.4%Added
Pine Harbor Wealth Management, LLC2,510$249.7K0.10%−757−23.2%Reduced
Investment Advisory Group, LLC2,518$250.5K0.08%+25+1.0%Added
Legacy Edge Advisors, LLC2,548$250.7K0.04%−29−1.1%Reduced
OneAscent Family Office, LLC2,524$251.0K0.46%+2,524New
Pacific Center for Financial Services2,526$251.3K0.06%+500+24.7%Added
Fountainhead AM, LLC2,529$251.6K0.05%+379+17.6%Added
Monument Group Wealth Advisors, LLC2,530$251.7K0.18%00.0%Unchanged
BXM Wealth LLC2,530$251.7K0.35%+2,530New
Bearing Point Capital, LLC2,530$251.7K0.05%+2,530New
SGL Investment Advisors, Inc.2,941$252.0K0.13%+2,941New
Gallacher Capital Management LLC2,534$252.1K0.13%−852−25.2%Reduced
Yarger Wealth Strategies, LLC2,537$252.4K0.15%+2,537New
Academy Capital Management Inc2,540$252.7K0.04%+2,540New
Quad-Cities Investment Group, LLC2,542$252.9K0.12%−158−5.9%Reduced
Flaharty Asset Management, LLC2,545$253.2K0.04%+180+7.6%Added
Lanham O'Dell & Company, Inc.2,548$253.5K0.14%+2,548New
NDVR, Inc.2,550$253.7K0.24%+158+6.6%Added
Prospect Financial Group LLC2,558$254.5K0.31%+2,558New
Unique Wealth, LLC2,558$254.5K0.05%+2,558New
Santori & Peters2,570$255.7K0.10%−320−11.1%Reduced
Magnolia Private Wealth, LLC2,584$257.1K0.23%+2,584New
Redwood Park Advisors LLC2,586$257.3K0.22%+2,586New
Northstar Advisory Group, LLC2,593$258.0K0.13%−94−3.5%Reduced
Concentric Capital Strategies, LP2,596$258.3K0.02%−10,527−80.2%Reduced
Foster Group, Inc.2,598$258.4K0.01%−689−21.0%Reduced
Kings Path Partners LLC2,600$258.6K0.11%−25−1.0%Reduced
Rice Partnership, LLC2,600$258.7K0.05%−478−15.5%Reduced
Maia Wealth LLC2,642$258.8K0.06%−979−27.0%Reduced
New Jersey Better Educational Savings Trust2,605$259.1K0.50%00.0%Unchanged
Community Bank of Raymore2,605$259.1K0.20%00.0%Unchanged
LifeWealth Investments, LLC2,608$259.4K0.17%+2,608New
Independent Wealth Network Inc.2,609$259.5K0.11%+119+4.8%Added
North Forty Two & Co.2,616$260.2K0.30%+2,616New
Ring Mountain Capital, LLC2,616$260.3K0.17%+2,616New
Lorne Steinberg Wealth Management Inc.2,623$260.9K0.08%00.0%Unchanged
Bell Investment Advisors, Inc2,623$260.9K0.05%−146−5.3%Reduced
Nexus Investment Management ULC2,625$261.1K0.03%00.0%Unchanged
CFO4Life Group, LLC2,630$261.6K0.05%−179−6.4%Reduced
EntryPoint Capital, LLC2,631$261.7K0.11%−1,755−40.0%Reduced
Armstrong Advisory Group, Inc2,637$262.3K0.02%+10.0%Added
Paul Damon & Associates, Inc.2,639$262.5K0.16%+552+26.4%Added
Heritage Wealth Management, Inc.2,640$262.6K0.22%+886+50.5%Added
Rossby Financial, LCC2,641$262.7K0.17%+2,641New
MPS Loria Financial Planners, LLC2,636$262.8K0.08%+6+0.2%Added
Towerpoint Wealth, LLC2,645$263.1K0.13%−494−15.7%Reduced
Triton Wealth Management, PLLC2,603$263.2K0.14%+2+0.1%Added
Powers Advisory Group, LLC2,652$263.8K0.13%−23−0.9%Reduced
Elmwood Wealth Management, Inc.2,656$264.3K0.11%+9+0.3%Added
PSI Advisors, LLC2,658$264.3K0.08%−105−3.8%Reduced
Tandem Investment Advisors, Inc.2,678$266.0K0.01%−311−10.4%Reduced
Bay Rivers Group2,678$266.4K0.13%+100+3.9%Added
Ullmann Financial Group, Inc.2,680$266.6K0.03%−360−11.8%Reduced
Northwest Wealth Management, LLC2,690$267.6K0.06%+703+35.4%Added
Taylor, Cottrill, Erickson & Associates, Inc.2,690$267.7K0.09%+14+0.5%Added
Claris Advisors, LLC2,697$268.3K0.10%+2,572+2,057.6%Added
Moment Partners, LLC2,699$268.5K0.05%+2,699New
Marathon Trading Investment Management LLC2,700$268.6K0.04%−1,612−37.4%Reduced
Falcon Wealth Planning2,702$268.8K0.03%−65−2.3%Reduced
Pathway Financial Advisors LLC2,704$269.0K0.06%+2,704New
Sandy Cove Advisors, LLC2,704$269.0K0.11%+455+20.2%Added
Maven Securities LTD2,705$269.1K0.04%−6,276−69.9%Reduced
Ahl Investment Management, Inc.2,705$269.1K0.19%+2,705New
Guardian Partners Inc.2,695$269.1K0.03%+2,695New
Penbrook Management LLC2,706$269.2K0.18%−1,500−35.7%Reduced
Financial Freedom, LLC2,711$269.6K0.14%+9+0.3%Added
Detalus Advisors, LLC2,714$270.0K0.09%−38−1.4%Reduced
Challenger Wealth Management2,721$270.7K0.23%+2,721New
Strait & Sound Wealth Management LLC2,722$270.8K0.13%−84−3.0%Reduced