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
- +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
- 1,580 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 302,754 | $30.1M | 0.14% | −213,090−41.3% | Reduced |
| Bryn Mawr Trust Co | 302,418 | $30.1M | 0.54% | −11,535−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 300,385 | $29.9M | 0.51% | +2,393+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 298,752 | $29.7M | 0.06% | +36,085+13.7% | Added |
| Panagora Asset Management Inc | 296,802 | $29.5M | 0.14% | −976,439−76.7% | Reduced |
| Sabal Trust CO | 296,758 | $29.5M | 1.71% | −84,658−22.2% | Reduced |
| Howard Capital Management Group, LLC | 295,240 | $29.4M | 2.01% | +3,962+1.4% | Added |
| Birch Hill Investment Advisors LLC | 294,555 | $29.3M | 1.36% | −152,689−34.1% | Reduced |
| JustInvest LLC | 293,244 | $29.2M | 0.44% | +25,668+9.6% | Added |
| Schechter Investment Advisors, LLC | 292,152 | $29.1M | 2.23% | −2,159−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 291,629 | $29.0M | 0.79% | +13,664+4.9% | Added |
| Rafferty Asset Management, LLC | 290,434 | $28.9M | 0.10% | +29,554+11.3% | Added |
| Silvercrest Asset Management Group LLC | 288,916 | $28.7M | 0.19% | −12,107−4.0% | Reduced |
| Yousif Capital Management, LLC | 288,541 | $28.7M | 0.32% | −7,082−2.4% | Reduced |
| RNC Capital Management LLC | 287,889 | $28.6M | 1.53% | +258,910+893.4% | Added |
| Ethic Inc. | 287,113 | $28.6M | 0.58% | +25,372+9.7% | Added |
| Transcend Wealth Collective, LLC | 284,715 | $28.3M | 2.04% | −9,344−3.2% | Reduced |
| Vestcor Inc | 282,508 | $28.1M | 0.93% | −18,280−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 282,112 | $28.1M | 0.24% | +24,336+9.4% | Added |
| Klingenstein Fields & Co LP | 280,856 | $27.9M | 1.13% | +1,658+0.6% | Added |
| Dearborn Partners LLC | 280,666 | $27.9M | 1.17% | −3,753−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 279,197 | $27.8M | 0.22% | −2,089−0.7% | Reduced |
| Annex Advisory Services, LLC | 277,633 | $27.6M | 0.83% | −30,783−10.0% | Reduced |
| Rhenman & Partners Asset Management AB | 277,500 | $27.6M | 2.84% | +36,500+15.1% | Added |
| Quintet Private Bank (Europe) S.A. | 277,174 | $27.6M | 1.52% | +3,708+1.4% | Added |
| Avanza Fonder AB | 273,453 | $27.2M | 0.81% | +273,453 | New |
| MUFG Securities EMEA plc | 270,000 | $26.9M | 0.50% | +60,000+28.6% | Added |
| Grandfield & Dodd, LLC | 268,336 | $26.7M | 1.65% | −16,716−5.9% | Reduced |
| Generali Asset Management SPA SGR | 265,283 | $26.4M | 0.67% | +265,283 | New |
| Union Bancaire Privee, UBP SA | 279,338 | $26.3M | 0.47% | +279,338 | New |
| Bellevue Group AG | 264,226 | $26.3M | 0.51% | +221,993+525.6% | Added |
| Synovus Financial Corp | 263,984 | $26.3M | 0.33% | −60,997−18.8% | Reduced |
| Applied Finance Capital Management, LLC | 263,200 | $26.2M | 1.14% | +10,244+4.0% | Added |
| Azimuth Capital Investment Management LLC | 262,611 | $26.1M | 1.02% | −92,374−26.0% | Reduced |
| Moran Wealth Management, LLC | 262,371 | $26.1M | 0.83% | +2,123+0.8% | Added |
| BSN Capital Partners Ltd | 264,734 | $26.1M | 1.04% | +264,734 | New |
| RWC Asset Management LLP | 261,055 | $26.0M | 1.30% | +10,973+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 257,592 | $25.6M | 0.63% | +10,293+4.2% | Added |
| Salem Investment Counselors Inc | 255,649 | $25.6M | 0.84% | +2,278+0.9% | Added |
| Advisors Asset Management, Inc. | 256,715 | $25.5M | 0.47% | −11,861−4.4% | Reduced |
| Norris Perne & French LLP | 255,796 | $25.4M | 1.83% | +909+0.4% | Added |
| Hudson Bay Capital Management LP | 252,648 | $25.1M | 0.15% | +76,920+43.8% | Added |
| Weiss Asset Management LP | 249,608 | $24.8M | 0.57% | +160,337+179.6% | Added |
| Campbell Newman Asset Management Inc | 246,988 | $24.6M | 1.98% | −20,149−7.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 246,425 | $24.5M | 0.38% | −1,662−0.7% | Reduced |
| Wealthfront Advisers LLC | 244,880 | $24.4M | 0.07% | +15,741+6.9% | Added |
| Erste Asset Management GmbH | 243,774 | $24.3M | 0.30% | −6,658−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 243,312 | $24.2M | 3.50% | +830+0.3% | Added |
| Crossmark Global Holdings, Inc. | 242,720 | $24.1M | 0.44% | −3,694−1.5% | Reduced |
| GW&K Investment Management, LLC | 242,560 | $24.1M | 0.21% | −40,333−14.3% | Reduced |
| WSFS Capital Management, LLC | 242,538 | $24.1M | 1.30% | −7,319−2.9% | Reduced |
| Ingalls & Snyder LLC | 241,385 | $24.0M | 0.95% | −2,189−0.9% | Reduced |
| Mizuho Securities USA LLC | 239,752 | $23.9M | 0.43% | +75,383+45.9% | Added |
| Beacon Pointe Advisors, LLC | 235,878 | $23.5M | 0.26% | −31,645−11.8% | Reduced |
| Letko, Brosseau & Associates Inc | 235,734 | $23.5M | 0.45% | +3,425+1.5% | Added |
| Pinnacle Financial Partners Inc | 226,506 | $23.4M | 0.47% | −53,718−19.2% | Reduced |
| Atria Investments LLC | 234,776 | $23.4M | 0.29% | −23,530−9.1% | Reduced |
| Quantinno Capital Management LP | 233,548 | $23.2M | 0.23% | +19,168+8.9% | Added |
| Citizens Financial Group Inc | 231,322 | $23.0M | 0.45% | −12,675−5.2% | Reduced |
| Elo Mutual Pension Insurance Co | 231,321 | $23.0M | 0.49% | −9,395−3.9% | Reduced |
| Congress Wealth Management LLC | 231,140 | $23.0M | 0.32% | −9,316−3.9% | Reduced |
| Cardinal Capital Management, Inc. | 230,852 | $23.0M | 0.78% | +4,588+2.0% | Added |
| Avantax Advisory Services, Inc. | 230,718 | $23.0M | 0.14% | +4,518+2.0% | Added |
| Omers Administration Corp | 230,181 | $22.9M | 0.20% | +31,657+15.9% | Added |
| Alpha Cubed Investments, LLC | 229,338 | $22.8M | 1.04% | −2,189−0.9% | Reduced |
| Brown Brothers Harriman & Co | 228,022 | $22.7M | 0.16% | −6,432−2.7% | Reduced |
| Pacer Advisors, Inc. | 225,842 | $22.5M | 0.05% | +29,377+15.0% | Added |
| Stack Financial Management, Inc | 225,340 | $22.4M | 2.05% | +1,064+0.5% | Added |
| Flputnam Investment Management Co | 221,837 | $22.1M | 0.40% | −73,252−24.8% | Reduced |
| Americana Partners, LLC | 219,354 | $21.8M | 0.89% | +196,586+863.4% | Added |
| FIL Ltd | 218,240 | $21.7M | 0.02% | −57,269−20.8% | Reduced |
| Synergy Financial Management, LLC | 196,461 | $21.7M | 1.68% | +43,245+28.2% | Added |
| Oregon Public Employees Retirement Fund | 216,844 | $21.6M | 0.40% | −113−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 215,112 | $21.4M | 0.48% | +29,549+15.9% | Added |
| Todd Asset Management LLC | 214,765 | $21.4M | 0.51% | −88,022−29.1% | Reduced |
| CapWealth Advisors, LLC | 214,594 | $21.3M | 2.35% | −6,415−2.9% | Reduced |
| Bruce & Co., Inc. | 212,800 | $21.2M | 6.80% | −1,700−0.8% | Reduced |
| Intact Investment Management Inc. | 212,600 | $21.1M | 0.74% | +46,400+27.9% | Added |
| South Dakota Investment Council | 212,486 | $21.1M | 0.42% | +1,600+0.8% | Added |
| RMB Capital Management, LLC | 212,044 | $21.1M | 0.49% | +14,562+7.4% | Added |
| Kestra Private Wealth Services, LLC | 211,950 | $21.1M | 0.36% | −12,275−5.5% | Reduced |
| Destination Wealth Management | 211,910 | $21.1M | 0.66% | +2,504+1.2% | Added |
| Fisher Funds Management LTD | 211,375 | $21.0M | 0.51% | +211,375 | New |
| First National Trust Co | 208,716 | $20.8M | 0.78% | +9,640+4.8% | Added |
| Randolph Co Inc | 206,070 | $20.5M | 2.29% | +1,049+0.5% | Added |
| Blackhill Capital Inc | 205,807 | $20.5M | 1.06% | −2,693−1.3% | Reduced |
| General American Investors Co Inc | 204,326 | $20.3M | 1.45% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 203,328 | $20.2M | 0.30% | −2,910−1.4% | Reduced |
| TCTC Holdings, LLC | 200,369 | $19.9M | 0.72% | +627+0.3% | Added |
| Summit Global Investments | 200,024 | $19.9M | 1.24% | +47,355+31.0% | Added |
| Integral Health Asset Management, LLC | 200,000 | $19.9M | 1.76% | 00.0% | Unchanged |
| Everett Harris & Co | 199,268 | $19.8M | 0.25% | +14,282+7.7% | Added |
| EP Wealth Advisors, LLC | 199,213 | $19.8M | 0.16% | −17,910−8.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 198,801 | $19.8M | 0.50% | +11,819+6.3% | Added |
| Richard C. Young & CO., LTD. | 196,846 | $19.6M | 2.13% | +130.0% | Added |
| Gulf International Bank (UK) Ltd | 196,794 | $19.6M | 0.50% | −2,193−1.1% | Reduced |
| Baldwin Brothers Inc | 196,756 | $19.6M | 1.35% | +7,636+4.0% | Added |
| First Manhattan Co | 193,391 | $19.5M | 0.06% | −16,728−8.0% | Reduced |
| Kingsview Wealth Management, LLC | 195,056 | $19.4M | 0.38% | −150,169−43.5% | Reduced |
| Ieq Capital, LLC | 195,053 | $19.4M | 0.19% | +53,967+38.3% | Added |