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
- 3,619
- +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
- 1,581 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 3,072 | $305.6K | 0.10% | +350+12.9% | Added |
| Sterling Financial Planning, Inc. | 3,079 | $306.3K | 0.11% | +975+46.3% | Added |
| Walkner Condon Financial Advisors LLC | 3,083 | $306.7K | 0.06% | −1,610−34.3% | Reduced |
| Menard Financial Group LLC | 3,087 | $307.1K | 0.18% | +218+7.6% | Added |
| Prentiss Smith & Co Inc | 3,090 | $307.4K | 0.20% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 3,091 | $307.5K | 0.13% | +3,091 | New |
| Knollwood Investment Advisory, LLC | 3,100 | $308.4K | 0.03% | −3,126−50.2% | Reduced |
| Cohen & Steers, Inc. | 3,109 | $309.0K | 0.00% | −224−6.7% | Reduced |
| Flow Traders U.S. LLC | 3,104 | $309.0K | 0.01% | +3,104 | New |
| Sovereign Investment Advisors, LLC | 3,111 | $309.5K | 0.09% | +3,111 | New |
| Opal Wealth Advisors, LLC | 3,111 | $309.5K | 0.09% | −179−5.4% | Reduced |
| Goepper Burkhardt LLC | 3,113 | $309.7K | 0.13% | −78−2.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,117 | $310.1K | 0.07% | −4,121−56.9% | Reduced |
| Apeiron RIA LLC | 3,123 | $310.6K | 0.09% | +782+33.4% | Added |
| Osprey Private Wealth LLC | 3,125 | $310.9K | 0.22% | +75+2.5% | Added |
| PUREfi Wealth, LLC | 3,139 | $312.3K | 0.31% | +3,139 | New |
| Select Asset Management & Trust | 3,148 | $313.0K | 0.12% | +790+33.5% | Added |
| MinichMacGregor Wealth Management, LLC | 3,149 | $313.2K | 0.07% | +261+9.0% | Added |
| Waterloo Capital, L.P. | 3,154 | $313.7K | 0.03% | +325+11.5% | Added |
| Bruce G. Allen Investments, LLC | 3,163 | $314.7K | 0.26% | +27+0.9% | Added |
| ERn Financial, LLC | 3,163 | $314.7K | 0.05% | +295+10.3% | Added |
| Fairview Capital Investment Management, LLC | 3,164 | $314.8K | 0.02% | −243−7.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,173 | $315.7K | 0.32% | +1,079+51.5% | Added |
| Argus Investors' Counsel, Inc. | 3,189 | $317.2K | 0.21% | +1,097+52.4% | Added |
| Amarillo National Bank | 3,193 | $317.6K | 0.06% | −301−8.6% | Reduced |
| Summitry LLC | 3,194 | $317.7K | 0.02% | −554−14.8% | Reduced |
| Byrne Asset Management LLC | – | $318.1K | 0.23% | – | – |
| Gerber, LLC | 3,205 | $318.8K | 0.23% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 3,208 | $319.1K | 0.16% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,211 | $319.4K | 0.15% | +3,211 | New |
| Rosenberg Matthew Hamilton | 3,215 | $319.8K | 0.08% | −375−10.4% | Reduced |
| Tradition Wealth Management, LLC | 3,225 | $320.8K | 0.03% | −249−7.2% | Reduced |
| Piscataqua Savings Bank | 3,227 | $321.0K | 0.28% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,235 | $321.8K | 0.02% | −567−14.9% | Reduced |
| Bravias Capital Group, LLC | 3,257 | $321.9K | 0.26% | +3,257 | New |
| Traveka Wealth, LLC | 3,236 | $321.9K | 0.18% | −128−3.8% | Reduced |
| Almanack Investment Partners, LLC. | 3,241 | $322.4K | 0.05% | +141+4.5% | Added |
| Summit X, LLC | 3,242 | $322.6K | 0.07% | +82+2.6% | Added |
| Noble Family Wealth, LLC | 3,291 | $323.7K | 0.09% | 00.0% | Unchanged |
| Mirova | 3,255 | $323.8K | 0.06% | −3,732−53.4% | Reduced |
| Schrum Private Wealth Management LLC | 3,258 | $324.1K | 0.27% | −2,136−39.6% | Reduced |
| Fiducient Advisors LLC | 3,233 | $324.3K | 0.04% | −207−6.0% | Reduced |
| Wealth Quarterback LLC | 3,269 | $325.2K | 0.15% | −49−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,276 | $325.9K | 0.08% | −741−18.4% | Reduced |
| Fortress Private Ledger, LLC | 3,278 | $326.1K | 0.20% | +3,278 | New |
| EdgeRock Capital LLC | 3,281 | $326.4K | 0.21% | −248−7.0% | Reduced |
| Agp Franklin, LLC | 3,283 | $326.6K | 0.20% | +3,283 | New |
| Ballew Advisors, Inc | 3,235 | $326.6K | 0.21% | +82+2.6% | Added |
| Evanson Asset Management, LLC | 3,284 | $326.7K | 0.02% | −1,107−25.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,287 | $327.0K | 0.09% | +3,287 | New |
| Gibson Capital, LLC | 3,289 | $327.2K | 0.07% | +9+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,266 | $327.3K | 0.12% | +233+7.7% | Added |
| Dumont & Blake Investment Advisors LLC | 3,299 | $328.2K | 0.09% | +61+1.9% | Added |
| Highlander Partners, L.P. | 3,300 | $328.3K | 0.19% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 3,302 | $328.5K | 0.30% | +3,302 | New |
| Peachtree Investment Partners, LLC | 3,303 | $328.6K | 0.12% | −326−9.0% | Reduced |
| Carmel Capital Partners, LLC | 3,304 | $328.7K | 0.13% | −107−3.1% | Reduced |
| Liberty Square Wealth Partners LLC | 3,961 | $328.8K | 0.12% | +3,961 | New |
| Sunpointe, LLC | 3,299 | $330.7K | 0.17% | −1,314−28.5% | Reduced |
| McCollum Christoferson Group LLC | 3,325 | $330.8K | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,325 | $330.8K | 0.03% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 3,327 | $331.0K | 0.14% | +3,327 | New |
| Aspen Grove Capital, LLC | 3,304 | $331.3K | 0.07% | −425−11.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,341 | $332.3K | 0.06% | −153−4.4% | Reduced |
| Weaver Consulting Group | 3,342 | $332.4K | 0.10% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3,345 | $332.8K | 0.13% | +435+14.9% | Added |
| Green Square Capital Advisors LLC | 3,348 | $333.0K | 0.05% | −2,595−43.7% | Reduced |
| AllSquare Wealth Management LLC | 3,350 | $333.3K | 0.19% | −399−10.6% | Reduced |
| Eads & Heald Wealth Management | 3,366 | $335.0K | 0.16% | −365−9.8% | Reduced |
| Goldstein Advisors, LLC | 3,368 | $335.0K | 0.05% | +86+2.6% | Added |
| Beacon Financial Strategies CORP | 3,384 | $336.6K | 0.22% | +2+0.1% | Added |
| Centurion Wealth Management LLC | 3,385 | $336.7K | 0.11% | −630−15.7% | Reduced |
| Verum Partners LLC | 3,387 | $337.0K | 0.10% | +9+0.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,390 | $337.2K | 0.18% | −30−0.9% | Reduced |
| Alpha Advisors, LLC | 3,390 | $337.2K | 0.35% | +3,390 | New |
| Laraway Financial Inc | 3,392 | $337.4K | 0.27% | 00.0% | Unchanged |
| Elefante Mark B | 3,393 | $337.5K | 0.31% | +3,393 | New |
| D.B. Root & Company, LLC | 3,394 | $337.7K | 0.11% | +373+12.3% | Added |
| Angeles Investment Advisors, LLC | 3,395 | $337.7K | 0.02% | −497−12.8% | Reduced |
| High Falls Advisors, Inc | 3,396 | $337.8K | 0.08% | −476−12.3% | Reduced |
| One Charles Private Wealth Services, LLC | 3,402 | $338.4K | 0.11% | −7−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 3,403 | $338.5K | 0.11% | −79−2.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,410 | $339.2K | 0.08% | +8+0.2% | Added |
| Summit Wealth Group, LLC | 3,417 | $340.0K | 0.10% | −53−1.5% | Reduced |
| MBE Wealth Management, LLC | 3,430 | $341.2K | 0.19% | −63−1.8% | Reduced |
| SkyOak Wealth, LLC | 3,431 | $341.3K | 0.07% | +94+2.8% | Added |
| Verus Financial Partners, Inc. | 3,442 | $341.6K | 0.04% | −71−2.0% | Reduced |
| Saiph Capital, LLC | 3,437 | $341.9K | 0.16% | +697+25.4% | Added |
| PFC Capital Group, Inc. | 3,440 | $342.0K | 0.17% | −225−6.1% | Reduced |
| Liberty Wealth Management LLC | 3,439 | $342.1K | 0.06% | −51−1.5% | Reduced |
| Rakuten Securities, Inc. | 3,440 | $342.2K | 0.13% | +2,517+272.7% | Added |
| Retirement Planning Group, LLC | 3,443 | $342.5K | 0.38% | +3,443 | New |
| Paces Ferry Wealth Advisors, LLC | 3,444 | $342.6K | 0.17% | −647−15.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,445 | $342.7K | 0.06% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,445 | $342.7K | 0.13% | +3,445 | New |
| Wallington Asset Management, LLC | 3,449 | $343.0K | 0.05% | 00.0% | Unchanged |
| Ballast, Inc. | 3,448 | $343.0K | 0.10% | −193−5.3% | Reduced |
| Ewa, LLC | 3,448 | $343.0K | 0.13% | +1,200+53.4% | Added |
| Taurus Asset Management, LLC | 3,449 | $343.1K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,462 | $344.4K | 0.04% | −74−2.1% | Reduced |