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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 3,840 | $382.0K | 0.17% | −217−5.3% | Reduced |
| Financial Partners Group, Inc | 3,846 | $382.6K | 0.06% | +68+1.8% | Added |
| Everstar Asset Management, LLC | 3,849 | $382.9K | 0.27% | −1,600−29.4% | Reduced |
| Mosley Wealth Management | 3,898 | $383.0K | 0.24% | +858+28.2% | Added |
| Archetype Wealth Partners | 3,881 | $386.0K | 0.06% | −152−3.8% | Reduced |
| Financial Advisors Network, Inc. | 3,886 | $386.6K | 0.06% | +3,886 | New |
| Northwest Quadrant Wealth Management, LLC | 3,890 | $387.0K | 0.09% | +222+6.1% | Added |
| Financial Strategies Group, Inc. | 3,907 | $387.8K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,912 | $389.2K | 0.06% | −575−12.8% | Reduced |
| BKM Wealth Management, LLC | 3,915 | $389.5K | 0.16% | +404+11.5% | Added |
| Bullock Wealth Management Group | 3,919 | $389.9K | 0.23% | −478−10.9% | Reduced |
| Michael S. Ryan, Inc. | 3,923 | $390.3K | 0.27% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,924 | $390.3K | 0.05% | +1,438+57.8% | Added |
| Oak Asset Management, LLC | 3,925 | $390.5K | 0.14% | 00.0% | Unchanged |
| Argentarii, LLC | 3,926 | $390.5K | 0.20% | +3,926 | New |
| Latitude Advisors, LLC | 3,928 | $390.7K | 0.22% | +394+11.1% | Added |
| American Institute for Advanced Investment Management, LLP | 3,932 | $391.2K | 0.29% | −203−4.9% | Reduced |
| Vista Investment Partners II, LLC | 3,936 | $391.6K | 0.23% | +3,936 | New |
| Operose Advisors LLC | 3,937 | $391.7K | 0.13% | +2,536+181.0% | Added |
| Gemmer Asset Management LLC | 3,940 | $392.0K | 0.04% | +849+27.5% | Added |
| Fielder Capital Group LLC | 3,947 | $392.7K | 0.12% | +2,107+114.5% | Added |
| Medallion Wealth Advisors, LLC | 3,983 | $393.9K | 0.20% | +3,983 | New |
| Silvia McColl Wealth Management, LLC | 3,968 | $394.8K | 0.30% | 00.0% | Unchanged |
| Collective Family Office LLC | 3,974 | $395.3K | 0.11% | −750−15.9% | Reduced |
| Stanley-Laman Group, Ltd. | 3,981 | $396.0K | 0.06% | −2,043−33.9% | Reduced |
| Firestone Capital Management | 3,988 | $396.7K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,991 | $397.0K | 0.11% | −52−1.3% | Reduced |
| Financial Council Asset Management Inc | 3,991 | $397.1K | 0.20% | +57+1.4% | Added |
| Element Wealth, LLC | 4,000 | $397.9K | 0.21% | +149+3.9% | Added |
| Legal Advantage Investments, Inc. | 4,000 | $397.9K | 0.21% | 00.0% | Unchanged |
| American Assets Inc | 4,000 | $397.9K | 0.12% | +4,000 | New |
| Emerald Advisors, LLC | 4,001 | $398.0K | 0.05% | +13+0.3% | Added |
| Atala Financial Inc | 4,004 | $398.3K | 0.28% | +4,004 | New |
| Advisory Alpha, LLC | 4,011 | $399.1K | 0.01% | +168+4.4% | Added |
| Riverstone Advisors, LLC | 4,034 | $401.3K | 0.23% | −135−3.2% | Reduced |
| Atticus Wealth Management, LLC | 4,037 | $401.6K | 0.12% | −4−0.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,977 | $401.8K | 0.08% | −102−2.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,039 | $401.8K | 0.18% | +4,039 | New |
| Hemington Wealth Management | 4,050 | $402.0K | 0.10% | +125+3.2% | Added |
| Truvestments Capital LLC | 4,051 | $403.0K | 0.10% | +21+0.5% | Added |
| Brown Capital Management LLC | 4,054 | $403.3K | 0.01% | +630+18.4% | Added |
| Five Oceans Advisors | 4,060 | $403.9K | 0.19% | +297+7.9% | Added |
| Aventura Private Wealth, LLC | 4,071 | $405.0K | 0.22% | +4,071 | New |
| Gagnon Securities LLC | 4,073 | $405.2K | 0.08% | −236−5.5% | Reduced |
| PAX Financial Group, LLC | 4,074 | $405.3K | 0.07% | +223+5.8% | Added |
| Tarbox Family Office, Inc. | 4,083 | $406.2K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,089 | $406.7K | 0.15% | −406−9.0% | Reduced |
| Greatmark Investment Partners, Inc. | 4,090 | $406.9K | 0.06% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,092 | $407.0K | 0.09% | +553+15.6% | Added |
| Lansing Street Advisors | 4,104 | $408.2K | 0.14% | +279+7.3% | Added |
| First Long Island Investors, LLC | 4,105 | $408.4K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,112 | $409.1K | 0.18% | −3,136−43.3% | Reduced |
| Next Capital Management LLC | 4,113 | $409.2K | 0.17% | −675−14.1% | Reduced |
| Capital Investment Counsel, Inc | 4,121 | $410.0K | 0.06% | +40+1.0% | Added |
| Goldstone Financial Group, LLC | 4,129 | $410.8K | 0.06% | +217+5.5% | Added |
| Gradient Investments LLC | 4,131 | $410.9K | 0.01% | −289−6.5% | Reduced |
| PKS Advisory Services, LLC | 4,132 | $411.1K | 0.11% | +4,132 | New |
| Powell Investment Advisors, LLC | 4,109 | $412.1K | 0.19% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,143 | $412.1K | 0.13% | +11+0.3% | Added |
| Brighton Securities Corp. | 4,158 | $413.6K | 0.20% | +4,158 | New |
| Hoxton Planning & Management, LLC | 4,165 | $414.3K | 0.16% | −411−9.0% | Reduced |
| Willow Creek Wealth Management Inc. | 4,170 | $414.8K | 0.04% | +613+17.2% | Added |
| Bluesphere Advisors, LLC | 4,170 | $414.8K | 0.20% | −12−0.3% | Reduced |
| Fortitude Family Office, LLC | 4,173 | $415.1K | 0.15% | +376+9.9% | Added |
| MBM Wealth Consultants, LLC | 4,187 | $415.2K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,147 | $415.8K | 0.17% | +575+16.1% | Added |
| Pin Oak Investment Advisors Inc | 3,664 | $416.0K | 0.38% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,183 | $416.1K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,185 | $416.3K | 0.21% | +82+2.0% | Added |
| First National Bank | 4,192 | $417.0K | 0.29% | −137−3.2% | Reduced |
| Acorn Creek Capital LLC | 4,194 | $417.2K | 0.21% | −577−12.1% | Reduced |
| TFB Advisors LLC | 4,194 | $417.3K | 0.12% | −230−5.2% | Reduced |
| Titleist Asset Management, LLC | 4,198 | $417.6K | 0.05% | +441+11.7% | Added |
| Roberts Glore & Co Inc | 4,205 | $418.3K | 0.12% | −1,000−19.2% | Reduced |
| Partners Wealth Management, LLC | 4,205 | $418.3K | 0.48% | +4,205 | New |
| Galvin, Gaustad & Stein, LLC | 4,208 | $418.7K | 0.04% | +189+4.7% | Added |
| Napatree Capital LLC | 4,220 | $419.8K | 0.25% | +485+13.0% | Added |
| CMG Global Holdings, LLC | 4,391 | $420.1K | 0.23% | +5+0.1% | Added |
| Fairscale Capital, LLC | 4,194 | $420.6K | 0.36% | 00.0% | Unchanged |
| McLean Asset Management Corp | 4,233 | $421.1K | 0.13% | +555+15.1% | Added |
| Ssi Investment Management LLC | 4,242 | $422.0K | 0.03% | −6−0.1% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $422.8K | 0.17% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,273 | $425.1K | 0.08% | −815−16.0% | Reduced |
| JPL Wealth Management, LLC | 4,274 | $425.1K | 0.12% | +4,274 | New |
| State of Wyoming | 4,278 | $425.6K | 0.05% | −3,379−44.1% | Reduced |
| Paragon Capital Management Ltd | 4,291 | $426.9K | 0.09% | +8+0.2% | Added |
| Park Edge Advisors, LLC | 4,296 | $427.4K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,287 | $429.0K | 0.23% | +4,287 | New |
| Westshore Wealth, LLC | 4,323 | $430.1K | 0.17% | −1,799−29.4% | Reduced |
| Ramiah Investment Group | 4,326 | $430.4K | 0.39% | +401+10.2% | Added |
| Regatta Capital Group, LLC | 4,334 | $431.2K | 0.08% | −47−1.1% | Reduced |
| MBA Advisors LLC | 4,345 | $432.2K | 0.22% | −159−3.5% | Reduced |
| Embree Financial Group | 4,351 | $432.8K | 0.07% | +197+4.7% | Added |
| TBH Global Asset Management, LLC | 4,351 | $432.9K | 0.10% | +10+0.2% | Added |
| Kinloch Capital, LLC | 4,358 | $433.6K | 0.22% | +16+0.4% | Added |
| Morris Financial Concepts, Inc. | 4,385 | $436.2K | 0.19% | −8−0.2% | Reduced |
| SOL Capital Management CO | 4,391 | $437.0K | 0.05% | −166−3.6% | Reduced |
| Wedge Capital Management L L P | 4,399 | $437.6K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 4,400 | $437.7K | 0.97% | +2,000+83.3% | Added |
| Hollow Brook Wealth Management LLC | 4,408 | $438.5K | 0.13% | +704+19.0% | Added |