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 |
|---|---|---|---|---|---|
| Per Stirling Capital Management, LLC. | 3,463 | $344.5K | 0.05% | −555−13.8% | Reduced |
| Pennington Partners & Co., LLC | 3,443 | $344.8K | 0.17% | +3,443 | New |
| Lion Street Advisors, LLC | 3,466 | $344.8K | 0.11% | +13+0.4% | Added |
| Paragon Financial Partners, Inc. | 3,483 | $346.5K | 0.26% | −354−9.2% | Reduced |
| Trust Co of Oklahoma | 3,486 | $346.8K | 0.11% | +161+4.8% | Added |
| Alexander Labrunerie & Co., Inc. | 3,490 | $347.2K | 0.15% | +3+0.1% | Added |
| Capstone Wealth Management Group, LLC | 3,490 | $347.2K | 0.19% | −924−20.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,493 | $347.5K | 0.07% | −67−1.9% | Reduced |
| Texas Capital Bancshares Inc | 3,494 | $347.6K | 0.14% | −36−1.0% | Reduced |
| Petix & Botte Co | 3,496 | $347.8K | 0.09% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,500 | $348.0K | 0.20% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,475 | $348.4K | 0.07% | +74+2.2% | Added |
| Financial Management Network Inc | 3,515 | $348.4K | 0.07% | +3,515 | New |
| Rollins Financial Advisors, LLC | 3,503 | $348.5K | 0.05% | +8+0.2% | Added |
| FFT Wealth Management LLC | 3,510 | $349.1K | 0.03% | −19−0.5% | Reduced |
| Pasadena Private Wealth, LLC | 3,510 | $349.2K | 0.07% | +200+6.0% | Added |
| Grey Fox Wealth Advisors, LLC | 3,482 | $349.2K | 0.10% | −69−1.9% | Reduced |
| Triumph Capital Management | 3,519 | $350.1K | 0.12% | +3,519 | New |
| Sentinus, LLC | 3,529 | $351.1K | 0.10% | +247+7.5% | Added |
| Castle Wealth Management LLC | 3,502 | $351.1K | 0.14% | −272−7.2% | Reduced |
| Invenio Wealth Partners LLC | 3,532 | $351.4K | 0.15% | −1,148−24.5% | Reduced |
| First Commonwealth Financial Corp | 3,533 | $351.5K | 0.08% | −4,566−56.4% | Reduced |
| Cynosure Management, LLC | 3,544 | $352.6K | 0.05% | −710−16.7% | Reduced |
| Petrus Trust Company, LTA | 3,555 | $353.7K | 0.03% | −1,299−26.8% | Reduced |
| Northwest Financial Advisors | 3,557 | $353.9K | 0.29% | +13+0.4% | Added |
| Planned Solutions, Inc. | 3,563 | $354.4K | 0.14% | −438−10.9% | Reduced |
| Harfst & Associates, Inc. | 3,563 | $354.4K | 0.07% | −1,911−34.9% | Reduced |
| Gould Asset Management LLC | 3,565 | $354.6K | 0.07% | −618−14.8% | Reduced |
| Legacy Advisory Services, LLC | 3,568 | $354.9K | 0.30% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,569 | $355.0K | 0.05% | −59−1.6% | Reduced |
| Presilium Private Wealth, LLC | 3,570 | $355.1K | 0.08% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,570 | $355.1K | 0.10% | +3,570 | New |
| Three Seasons Wealth, LLC | 3,547 | $355.7K | 0.17% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,579 | $356.0K | 0.05% | 00.0% | Unchanged |
| One Day In July LLC | 3,587 | $356.8K | 0.04% | −1,057−22.8% | Reduced |
| Intellus Advisors LLC | 3,589 | $357.0K | 0.06% | +3,589 | New |
| Jacobsen Capital Management | 3,594 | $357.5K | 0.15% | +233+6.9% | Added |
| Strategent Financial, LLC | 3,600 | $358.1K | 0.36% | +3,600 | New |
| Aufman Associates Inc | 3,604 | $358.5K | 0.24% | −464−11.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,609 | $359.0K | 0.30% | +3,609 | New |
| Somerset Group LLC | 3,613 | $359.4K | 0.33% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,616 | $359.7K | 0.12% | −493−12.0% | Reduced |
| First United Bank Trust | 3,617 | $359.8K | 0.13% | −1,545−29.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,636 | $361.0K | 0.27% | −4,613−55.9% | Reduced |
| PFS Partners, LLC | 3,635 | $361.6K | 0.20% | −28−0.8% | Reduced |
| KRS Capital Management, LLC | 3,636 | $361.7K | 0.26% | −893−19.7% | Reduced |
| Redwood Investment Management, LLC | 3,641 | $362.0K | 0.04% | +110+3.1% | Added |
| Cypress Wealth Services, LLC | 3,639 | $362.0K | 0.07% | +111+3.1% | Added |
| Greenland Capital Management LP | 3,641 | $362.2K | 0.07% | +3,641 | New |
| Broyhill Asset Management | 3,642 | $362.3K | 0.32% | +3,642 | New |
| Grant Private Wealth Management Inc | 3,647 | $362.8K | 0.39% | +3,647 | New |
| Morris Retirement Advisors, LLC | 3,650 | $363.1K | 0.19% | +91+2.6% | Added |
| Clearview Wealth Advisors LLC | 3,653 | $363.4K | 0.28% | −29−0.8% | Reduced |
| Flynn Zito Capital Management, LLC | 3,659 | $364.0K | 0.17% | −1,007−21.6% | Reduced |
| Post Resch Tallon Group Inc. | 3,679 | $364.8K | 0.35% | +3,679 | New |
| Ironwood Investment Management LLC | 3,671 | $365.2K | 0.18% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,672 | $365.3K | 0.14% | +22+0.6% | Added |
| Sovran Advisors, LLC | 3,668 | $365.5K | 0.05% | +3,668 | New |
| Cannon Financial Strategists, Inc. | 3,678 | $365.9K | 0.06% | −238−6.1% | Reduced |
| Coco Enterprises, LLC | 3,692 | $366.0K | 0.22% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 3,681 | $366.2K | 0.30% | +26+0.7% | Added |
| Tortoise Investment Management, LLC | 3,681 | $366.2K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,729 | $367.0K | 0.03% | +1,380+58.7% | Added |
| Aire Advisors, LLC | 3,695 | $367.6K | 0.08% | −527−12.5% | Reduced |
| Joule Financial, LLC | 3,696 | $367.7K | 0.13% | −118−3.1% | Reduced |
| Genesis Wealth Advisors, LLC | 3,697 | $367.8K | 0.32% | +3,697 | New |
| Fortem Financial Group, LLC | 3,698 | $367.8K | 0.14% | −267−6.7% | Reduced |
| Warwick Investment Management, Inc. | 3,699 | $368.0K | 0.08% | −861−18.9% | Reduced |
| RWM Asset Management, LLC | 3,715 | $369.6K | 0.06% | +1,348+56.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $369.6K | 0.11% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,718 | $369.9K | 0.32% | +3,718 | New |
| TSFG, LLC | 3,718 | $370.0K | 0.08% | +2+0.1% | Added |
| Seizert Capital Partners, LLC | 3,720 | $370.1K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,720 | $370.1K | 0.07% | +1,430+62.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,721 | $370.2K | 0.02% | +606+19.5% | Added |
| Aveo Capital Partners, LLC | 3,729 | $371.0K | 0.04% | −500−11.8% | Reduced |
| Carson Advisory Inc. | 3,731 | $371.2K | 0.26% | +72+2.0% | Added |
| WMG Financial Advisors, LLC | 3,732 | $371.3K | 0.16% | −130−3.4% | Reduced |
| Seed Wealth Management, Inc. | 3,735 | $371.6K | 0.30% | −35−0.9% | Reduced |
| McDaniel Terry & Co | 3,742 | $372.0K | 0.03% | −8−0.2% | Reduced |
| Diametric Capital, LP | 3,742 | $372.3K | 0.25% | +3,742 | New |
| Park Square Financial Group, LLC | 3,749 | $373.0K | 0.26% | +3,749 | New |
| Intergy Private Wealth, LLC | 3,752 | $373.2K | 0.14% | +609+19.4% | Added |
| Moser Wealth Advisors, LLC | 3,755 | $373.5K | 0.19% | −750−16.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,756 | $373.6K | 0.26% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 3,767 | $374.8K | 0.39% | +3,767 | New |
| McBroom & Associates, LLC | 3,770 | $375.0K | 0.21% | −1,602−29.8% | Reduced |
| Viewpoint Capital Management LLC | 3,770 | $375.0K | 0.20% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,775 | $375.5K | 0.26% | −712−15.9% | Reduced |
| Warm Springs Advisors Inc. | 3,784 | $376.4K | 0.35% | +3,784 | New |
| Manchester Financial Inc | 3,792 | $377.3K | 0.08% | +10.0% | Added |
| Hobbs Group Advisors, LLC | 3,802 | $378.2K | 0.14% | −1,495−28.2% | Reduced |
| Dakota Community Bank & Trust NA | 3,806 | $378.6K | 1.80% | +156+4.3% | Added |
| Triad Wealth Partners, LLC | 3,816 | $379.6K | 0.14% | +3,816 | New |
| Gateway Wealth Partners, LLC | 3,823 | $380.3K | 0.10% | +362+10.5% | Added |
| Financial Management Professionals, Inc. | 3,824 | $380.4K | 0.05% | +333+9.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,803 | $381.0K | 0.02% | −758−16.6% | Reduced |
| Sand Hill Global Advisors, LLC | 3,835 | $381.5K | 0.02% | −201−5.0% | Reduced |
| Cascades Capital Asset Management, LLC | 3,835 | $381.6K | 0.20% | −5,287−58.0% | Reduced |
| Sterling Wealth Management, Inc. | 3,836 | $381.6K | 0.14% | −400−9.4% | Reduced |