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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 194,612 | $19.4M | 1.63% | +6,447+3.4% | Added |
| Roffman Miller Associates Inc | 194,207 | $19.3M | 1.19% | −34,526−15.1% | Reduced |
| Avalon Trust Co | 191,088 | $19.0M | 1.35% | −1,063−0.6% | Reduced |
| Groupe la Francaise | 189,741 | $18.8M | 0.48% | +189,741 | New |
| Willis Investment Counsel | 187,817 | $18.7M | 1.23% | +220.0% | Added |
| Edge Capital Group, LLC | 20,073 | $18.6M | 0.83% | −159,265−88.8% | Reduced |
| Loomis Sayles & Co L P | 187,219 | $18.6M | 0.02% | +55,795+42.5% | Added |
| Tokio Marine Asset Management Co Ltd | 186,844 | $18.6M | 0.66% | +1,726+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 185,323 | $18.6M | 0.27% | −8,929−4.6% | Reduced |
| GW Henssler & Associates Ltd | 163,175 | $18.5M | 1.06% | −1,944−1.2% | Reduced |
| Godsey & Gibb Associates | 186,004 | $18.5M | 1.85% | +9,571+5.4% | Added |
| Circle Wealth Management, LLC | 185,345 | $18.4M | 0.39% | −718−0.4% | Reduced |
| Stillwater Capital Advisors, LLC | 181,997 | $18.1M | 2.24% | +1,659+0.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 181,606 | $18.1M | 1.25% | +588+0.3% | Added |
| Alaska Permanent Fund Corp | 181,071 | $18.0M | 0.27% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 181,038 | $18.0M | 0.26% | −2,859−1.6% | Reduced |
| MAI Capital Management | 180,353 | $17.9M | 0.13% | +15,440+9.4% | Added |
| Argent Trust Co | 180,053 | $17.9M | 0.73% | −250−0.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 179,142 | $17.8M | 1.15% | −34,351−16.1% | Reduced |
| Cary Street Partners Financial LLC | 178,925 | $17.8M | 0.58% | +178,925 | New |
| Prospector Partners LLC | 178,338 | $17.7M | 2.01% | +15,490+9.5% | Added |
| Neville Rodie & Shaw Inc | 177,365 | $17.6M | 1.29% | +1,382+0.8% | Added |
| Sonora Investment Management Group, LLC | 174,710 | $17.4M | 1.33% | +3,182+1.9% | Added |
| Kentucky Retirement Systems | 174,189 | $17.3M | 0.51% | −2,400−1.4% | Reduced |
| Parsons Capital Management Inc | 174,172 | $17.3M | 0.94% | +48,662+38.8% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $17.2M | 1.11% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 172,747 | $17.2M | 0.32% | −29,220−14.5% | Reduced |
| Stratos Wealth Partners, LTD. | 171,319 | $17.0M | 0.24% | −1,569−0.9% | Reduced |
| Fishman Jay A Ltd | 170,787 | $17.0M | 1.59% | +11,816+7.4% | Added |
| Smith, Salley & Associates | 168,180 | $16.7M | 1.07% | −660.0% | Reduced |
| Achmea Investment Management B.V. | 167,833 | $16.7M | 0.27% | −24,270−12.6% | Reduced |
| Assetmark, Inc | 166,895 | $16.6M | 0.05% | +19,719+13.4% | Added |
| Davis R M Inc | 166,345 | $16.5M | 0.32% | −146,166−46.8% | Reduced |
| Umb Bank N A | 166,153 | $16.5M | 0.26% | −65,557−28.3% | Reduced |
| Montag A & Associates Inc | 164,700 | $16.5M | 0.78% | −13,914−7.8% | Reduced |
| Skba Capital Management LLC | 165,655 | $16.5M | 2.60% | −6,900−4.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 165,381 | $16.5M | 0.86% | −15,386−8.5% | Reduced |
| Forbes J M & Co LLP | 165,357 | $16.4M | 1.58% | +2,621+1.6% | Added |
| Brinker Capital Investments, LLC | 164,880 | $16.4M | 0.16% | −2,515−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 164,880 | $16.4M | 0.16% | −2,515−1.5% | Reduced |
| Logan Capital Management Inc | 163,720 | $16.3M | 0.68% | −208−0.1% | Reduced |
| First Horizon Advisors, Inc. | 163,499 | $16.3M | 0.46% | −15,566−8.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 163,350 | $16.3M | 1.68% | −4,815−2.9% | Reduced |
| Kimelman & Baird, LLC | 162,550 | $16.2M | 1.29% | −350−0.2% | Reduced |
| Quadrature Capital Ltd | 162,220 | $16.1M | 0.32% | −123,514−43.2% | Reduced |
| Diversified Trust Co | 161,964 | $16.1M | 0.39% | +6,691+4.3% | Added |
| Beese Fulmer Investment Management, Inc. | 161,843 | $16.1M | 1.37% | +1,266+0.8% | Added |
| Woodmont Investment Counsel LLC | 160,955 | $16.0M | 1.18% | −4,338−2.6% | Reduced |
| Poplar Forest Capital LLC | 160,731 | $16.0M | 2.94% | −82,512−33.9% | Reduced |
| Redwood Grove Capital, LLC | 160,668 | $16.0M | 4.95% | +10,958+7.3% | Added |
| Lido Advisors, LLC | 159,071 | $15.9M | 0.10% | +10,655+7.2% | Added |
| Central Securities Corp | 160,000 | $15.9M | 1.52% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 158,840 | $15.8M | 1.24% | +38,987+32.5% | Added |
| Parthenon LLC | 158,200 | $15.7M | 1.90% | −520−0.3% | Reduced |
| Dodge & Cox | 157,351 | $15.7M | 0.01% | −900−0.6% | Reduced |
| Hartford Investment Management Co | 156,279 | $15.5M | 0.51% | −3,194−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 156,141 | $15.5M | 0.90% | −1,249−0.8% | Reduced |
| Bollard Group LLC | 155,970 | $15.5M | 0.43% | −28,509−15.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 155,240 | $15.4M | 2.12% | −4,482−2.8% | Reduced |
| Vident Advisory, LLC | 154,837 | $15.4M | 0.27% | −69,345−30.9% | Reduced |
| Eisler Capital Management Ltd. | 155,194 | $15.4M | 0.51% | +155,194 | New |
| HB Wealth Management, LLC | 154,176 | $15.3M | 0.16% | +6,405+4.3% | Added |
| Savant Capital, LLC | 153,509 | $15.3M | 0.12% | +17,351+12.7% | Added |
| Metis Global Partners, LLC | 152,072 | $15.1M | 0.46% | +2,782+1.9% | Added |
| Laurion Capital Management LP | 151,555 | $15.1M | 0.94% | −85,224−36.0% | Reduced |
| Oak Grove Capital LLC | 151,510 | $15.1M | 3.03% | +67,272+79.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 151,503 | $15.1M | 0.05% | −33,679−18.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 151,223 | $15.0M | 0.70% | +151,223 | New |
| United Capital Financial Advisers, LLC | 150,076 | $14.9M | 0.13% | −8,951−5.6% | Reduced |
| Eagle Global Advisors LLC | 149,624 | $14.9M | 0.61% | +11,038+8.0% | Added |
| Charter Trust Co | 148,853 | $14.8M | 0.97% | −642−0.4% | Reduced |
| Blue Chip Partners, Inc. | 148,487 | $14.8M | 1.27% | −19,929−11.8% | Reduced |
| Investment House LLC | 148,297 | $14.8M | 0.80% | +11,341+8.3% | Added |
| Bourgeon Capital Management LLC | 147,837 | $14.7M | 2.75% | +1,031+0.7% | Added |
| Stonebridge Capital Advisors LLC | 147,144 | $14.6M | 1.18% | +2,777+1.9% | Added |
| Middleton & Co Inc | 146,568 | $14.6M | 1.61% | +8,406+6.1% | Added |
| NEOS Investment Management LLC | 145,337 | $14.5M | 0.34% | +10,899+8.1% | Added |
| Kennedy Capital Management, Inc. | 145,312 | $14.5M | 0.32% | +24,039+19.8% | Added |
| Congress Asset Management Co | 144,829 | $14.4M | 0.10% | +9,767+7.2% | Added |
| Associated Banc-Corp | 144,714 | $14.4M | 0.43% | −9,750−6.3% | Reduced |
| Moors & Cabot, Inc. | 143,917 | $14.3M | 0.68% | −477−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 143,718 | $14.3M | 0.22% | +45,926+47.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 142,645 | $14.2M | 0.23% | +142,645 | New |
| Dana Investment Advisors, Inc. | 142,028 | $14.1M | 0.47% | −34,691−19.6% | Reduced |
| Quantitative Investment Management, LLC | 141,815 | $14.1M | 1.06% | +132,007+1,345.9% | Added |
| NorthCrest Asset Manangement, LLC | 141,377 | $14.1M | 0.42% | +5,150+3.8% | Added |
| Generate Investment Management Ltd | 140,675 | $14.0M | 0.98% | −116,524−45.3% | Reduced |
| Empower Advisory Group, LLC | 140,512 | $14.0M | 0.05% | +1,287+0.9% | Added |
| Bragg Financial Advisors, Inc | 140,484 | $14.0M | 0.57% | −1,193−0.8% | Reduced |
| Davy Global Fund Management Ltd | 140,064 | $13.9M | 1.65% | −6,338−4.3% | Reduced |
| Equitable Holdings, Inc. | 139,239 | $13.9M | 0.13% | +55,396+66.1% | Added |
| CCM Investment Advisers LLC | 138,827 | $13.8M | 1.53% | +14,093+11.3% | Added |
| Narwhal Capital Management | 137,797 | $13.7M | 1.21% | −3,946−2.8% | Reduced |
| Pensionmark Financial Group, LLC | 137,554 | $13.7M | 0.38% | +6,321+4.8% | Added |
| RSM US Wealth Management LLC | 137,690 | $13.7M | 0.20% | +22,112+19.1% | Added |
| Hunter Perkins Capital Management, LLC | 136,422 | $13.7M | 2.87% | +36,292+36.2% | Added |
| Maryland State Retirement & Pension System | 136,762 | $13.6M | 0.29% | −9,389−6.4% | Reduced |
| Hantz Financial Services, Inc. | 136,695 | $13.6M | 0.24% | −6,897−4.8% | Reduced |
| Washington Trust Bank | 136,546 | $13.6M | 1.30% | +3,428+2.6% | Added |
| Wesleyan Assurance Society | 136,371 | $13.6M | 1.04% | 00.0% | Unchanged |