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 |
|---|---|---|---|---|---|
| Kelly Financial Group LLC | 2,703 | $271.0K | 0.10% | +2,703 | New |
| Pointe Capital Management LLC | 2,731 | $271.7K | 0.16% | −2,386−46.6% | Reduced |
| Walker Asset Management, LLC | 2,735 | $272.0K | 0.17% | +118+4.5% | Added |
| SWMG, LLC | 2,843 | $272.1K | 0.11% | +48+1.7% | Added |
| Westside Investment Management, Inc. | 2,740 | $272.6K | 0.06% | −247−8.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,763 | $273.0K | 0.13% | +119+4.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,706 | $273.2K | 0.13% | +7+0.3% | Added |
| Intrinsic Value Partners, LLC | 2,749 | $273.5K | 0.27% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,749 | $273.5K | 0.08% | −234−7.8% | Reduced |
| Amplius Wealth Advisors, LLC | 2,752 | $273.8K | 0.03% | −56−2.0% | Reduced |
| Chickasaw Capital Management LLC | 2,757 | $274.0K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,757 | $274.2K | 0.24% | +2,757 | New |
| Apollon Financial, LLC | 2,759 | $274.5K | 0.07% | +704+34.3% | Added |
| First National Bank Sioux Falls | 2,760 | $274.6K | 0.12% | −456−14.2% | Reduced |
| ELCO Management Co., LLC | 2,764 | $275.0K | 0.14% | +2,764 | New |
| Northside Capital Management, LLC | 2,770 | $275.5K | 0.07% | +300+12.1% | Added |
| Prostatis Group LLC | 2,773 | $275.9K | 0.08% | −693−20.0% | Reduced |
| Facet Wealth, Inc. | 3,161 | $275.9K | 0.01% | +745+30.8% | Added |
| Canvas Wealth Advisors, LLC | 2,760 | $276.5K | 0.07% | −406−12.8% | Reduced |
| Plan Group Financial, LLC | 2,783 | $276.9K | 0.15% | +207+8.0% | Added |
| Lazari Capital Management, Inc. | 2,788 | $277.4K | 0.11% | −50−1.8% | Reduced |
| Blue Square Asset Management, LLC | 2,793 | $277.8K | 0.14% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,795 | $278.0K | 0.15% | −150−5.1% | Reduced |
| Lockerman Financial Group, Inc. | 2,800 | $278.5K | 0.47% | −155−5.2% | Reduced |
| Harvey Capital Management Inc | 2,800 | $278.5K | 0.07% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 2,807 | $279.2K | 0.10% | +272+10.7% | Added |
| Centerpoint Advisory Group | 2,812 | $279.7K | 0.27% | +2,812 | New |
| William Allan, LLC | 2,819 | $280.4K | 0.17% | −10.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,819 | $280.4K | 0.07% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,820 | $280.5K | 0.13% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 2,821 | $280.6K | 0.16% | +64+2.3% | Added |
| Wells Trecaso Financial Group, LLC | 2,823 | $280.8K | 0.09% | −250−8.1% | Reduced |
| Penobscot Wealth Management | 2,827 | $281.0K | 0.13% | +66+2.4% | Added |
| Avenue 1 Advisors, LLC | 2,827 | $281.2K | 0.11% | −189−6.3% | Reduced |
| Private Client Services, LLC | 2,833 | $281.8K | 0.15% | −1,669−37.1% | Reduced |
| VisionPoint Advisory Group, LLC | 2,843 | $281.9K | 0.10% | −2,065−42.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,841 | $282.6K | 0.09% | −22−0.8% | Reduced |
| Schubert & Co | 2,847 | $283.2K | 0.19% | +7+0.2% | Added |
| Flagship Wealth Advisors, LLC | 2,849 | $283.4K | 0.17% | +2,849 | New |
| Osborne Partners Capital Management, LLC | 2,854 | $283.9K | 0.02% | −426−13.0% | Reduced |
| Panoramic Investment Advisors, LLC | 2,854 | $283.9K | 0.18% | −312−9.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,862 | $284.7K | 0.03% | −200−6.5% | Reduced |
| Matrix Asset Advisors Inc | 2,862 | $284.7K | 0.03% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 2,866 | $285.0K | 0.10% | −998−25.8% | Reduced |
| Sym Financial Corp | 2,866 | $285.1K | 0.04% | +728+34.1% | Added |
| Womack Financial LLC | 2,874 | $285.9K | 0.25% | +2,874 | New |
| Brass Tax Wealth Management, Inc | 2,874 | $285.9K | 0.06% | −349−10.8% | Reduced |
| Campbell Wealth Management | 2,879 | $286.0K | 0.03% | +1,055+57.8% | Added |
| RD Lewis Holdings, Inc. | 3,281 | $286.4K | 0.31% | +3,281 | New |
| Braun-Bostich & Associates Inc. | 2,880 | $286.5K | 0.21% | −176−5.8% | Reduced |
| Kozak & Associates, Inc. | 2,892 | $286.7K | 0.07% | +88+3.1% | Added |
| Hills Bank & Trust Co | 2,883 | $286.8K | 0.02% | −8−0.3% | Reduced |
| Asset Planning,Inc | 2,891 | $287.6K | 0.22% | +2,891 | New |
| Pzena Investment Management LLC | 2,898 | $288.3K | 0.00% | +2,898 | New |
| Mattern Capital Management, LLC | 2,903 | $288.8K | 0.04% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,906 | $289.1K | 0.05% | +536+22.6% | Added |
| Kaydan Wealth Management, Inc. | 2,908 | $289.3K | 0.10% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,910 | $289.5K | 0.10% | −38−1.3% | Reduced |
| Reik & Co., LLC | 2,914 | $289.9K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,952 | $290.4K | 0.02% | +1,709+137.5% | Added |
| Plante Moran Financial Advisors, LLC | 2,919 | $290.4K | 0.02% | +126+4.5% | Added |
| Financial Advisory Corp | 2,927 | $291.0K | 0.10% | +1,158+65.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,926 | $291.1K | 0.00% | −161−5.2% | Reduced |
| Illumine Investment Management, LLC | 2,940 | $292.5K | 0.24% | +2,940 | New |
| Blue Barn Wealth, LLC | 2,944 | $292.9K | 0.15% | +135+4.8% | Added |
| Birch Financial Group, LLC | 2,957 | $294.2K | 0.33% | +2,957 | New |
| Silver Coast Investments LLC | 2,960 | $294.5K | 0.11% | +433+17.1% | Added |
| One + One Wealth Management, LLC | 2,967 | $295.2K | 0.17% | −13−0.4% | Reduced |
| Meridian Wealth Partners, LLC | 2,967 | $295.2K | 0.04% | +410+16.0% | Added |
| Security National Bank of Sioux City Iowa | 2,969 | $295.4K | 0.21% | −300−9.2% | Reduced |
| Krane Funds Advisors LLC | 2,977 | $296.2K | 0.01% | −188−5.9% | Reduced |
| Montz Harcus Wealth Management LLC | 2,982 | $296.7K | 0.17% | −226−7.0% | Reduced |
| KWB Wealth | 2,620 | $297.6K | 0.04% | +11+0.4% | Added |
| Signal Advisors Wealth, LLC | 2,972 | $298.2K | 0.03% | −320−9.7% | Reduced |
| Fortress Wealth Group, LLC | 2,989 | $298.2K | 0.14% | −1,517−33.7% | Reduced |
| Stenger Family Office, LLC | 2,999 | $298.3K | 0.10% | +2,999 | New |
| Robotti Robert | 3,000 | $298.4K | 0.05% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,001 | $298.5K | 0.07% | −240−7.4% | Reduced |
| Balentine LLC | 3,003 | $298.7K | 0.01% | −700−18.9% | Reduced |
| waypoint wealth counsel | 3,006 | $299.0K | 0.20% | +127+4.4% | Added |
| Gradient Capital Advisors, LLC | 3,023 | $300.7K | 0.10% | +97+3.3% | Added |
| EPG Wealth Management LLC | 3,024 | $300.8K | 0.08% | −21−0.7% | Reduced |
| Dillon & Associates Inc | 3,040 | $301.0K | 0.04% | −481−13.7% | Reduced |
| Brucke Financial, Inc. | 3,048 | $301.2K | 0.26% | +3,048 | New |
| Cahaba Wealth Management, Inc. | 3,030 | $301.4K | 0.02% | −26−0.9% | Reduced |
| Milestone Asset Management, LLC | 3,033 | $301.7K | 0.07% | −2,628−46.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,034 | $301.8K | 0.10% | −16−0.5% | Reduced |
| Mainstay Capital Management LLC | 3,035 | $301.9K | 0.05% | +7+0.2% | Added |
| Smith Shellnut Wilson LLC | 3,039 | $302.3K | 0.13% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 3,039 | $302.3K | 0.28% | +82+2.8% | Added |
| Werba Rubin Papier Wealth Management | 3,039 | $302.3K | 0.07% | +97+3.3% | Added |
| Regimen Wealth, LLC | 3,044 | $302.8K | 0.10% | +3,044 | New |
| MeadowBrook Investment Advisors LLC | 3,053 | $303.7K | 0.27% | 00.0% | Unchanged |
| Invst, LLC | 3,055 | $303.9K | 0.04% | −7−0.2% | Reduced |
| Simplicity Wealth,LLC | 3,059 | $304.3K | 0.06% | −25,062−89.1% | Reduced |
| Instrumental Wealth, LLC | 3,405 | $304.7K | 0.29% | −233−6.4% | Reduced |
| Motive Wealth Advisors | 3,064 | $304.8K | 0.16% | +194+6.8% | Added |
| Lynx Investment Advisory | 3,065 | $304.9K | 0.21% | +136+4.6% | Added |
| Lewis Asset Management, LLC | 3,069 | $305.3K | 0.23% | +250+8.9% | Added |
| Talisman Wealth Advisors LLC | 3,071 | $305.5K | 0.32% | −166−5.1% | Reduced |