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 |
|---|---|---|---|---|---|
| LaFleur & Godfrey LLC | 102,673 | $10.2M | 1.40% | −410−0.4% | Reduced |
| BDF-Gestion | 102,478 | $10.2M | 1.05% | −13,308−11.5% | Reduced |
| Johnson Investment Counsel Inc | 102,473 | $10.2M | 0.10% | −1,292−1.2% | Reduced |
| Eldred Rock Partners, LLC | 102,848 | $10.2M | 3.50% | +390+0.4% | Added |
| Phoenix Holdings Ltd. | 101,305 | $10.1M | 0.14% | −62,121−38.0% | Reduced |
| One Capital Management, LLC | 101,556 | $10.1M | 0.33% | +3,202+3.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 100,380 | $10.1M | 0.46% | −5,610−5.3% | Reduced |
| JB Capital LLC | 100,895 | $10.0M | 0.56% | +5,555+5.8% | Added |
| NBT Bank N A | 100,704 | $10.0M | 0.70% | −760−0.7% | Reduced |
| Kinneret Advisory, LLC | 99,560 | $9.99M | 0.94% | −4,638−4.5% | Reduced |
| First Nebraska Trust Co | 100,169 | $9.96M | 0.96% | +6,298+6.7% | Added |
| Tompkins Financial Corp | 100,120 | $9.96M | 0.93% | +1,553+1.6% | Added |
| Viking Fund Management LLC | 100,000 | $9.95M | 1.55% | +39,000+63.9% | Added |
| 1st Source Bank | 99,562 | $9.90M | 0.57% | −2,193−2.2% | Reduced |
| Naples Global Advisors, LLC | 98,179 | $9.84M | 0.92% | +1,784+1.9% | Added |
| Lee Danner & Bass Inc | 98,669 | $9.82M | 0.78% | +335+0.3% | Added |
| Fort Sheridan Advisors LLC | 98,259 | $9.77M | 1.43% | −175−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 98,061 | $9.76M | 1.44% | +2,084+2.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 97,982 | $9.75M | 0.78% | +842+0.9% | Added |
| Cutler Investment Counsel LLC | 97,075 | $9.73M | 1.21% | −2,002−2.0% | Reduced |
| Slocum, Gordon & Co LLP | 97,762 | $9.73M | 8.00% | −1,784−1.8% | Reduced |
| St. James Investment Company, LLC | 97,746 | $9.72M | 1.68% | −122,717−55.7% | Reduced |
| Apollon Wealth Management, LLC | 97,715 | $9.72M | 0.22% | −1,574−1.6% | Reduced |
| Estabrook Capital Management | 97,669 | $9.72M | 1.50% | −663−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 97,392 | $9.69M | 0.12% | −20,747−17.6% | Reduced |
| Stock Yards Bank & Trust Co | 97,291 | $9.68M | 0.33% | −3,019−3.0% | Reduced |
| Ally Financial Inc. | 97,000 | $9.65M | 1.18% | +32,000+49.2% | Added |
| John G Ullman & Associates Inc | 96,423 | $9.59M | 1.41% | −1,049−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 96,408 | $9.59M | 0.36% | +43,163+81.1% | Added |
| United Asset Strategies, Inc. | 96,177 | $9.57M | 0.88% | +381+0.4% | Added |
| Marco Investment Management LLC | 95,610 | $9.51M | 0.82% | −1,727−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 95,483 | $9.50M | 0.26% | −21,807−18.6% | Reduced |
| Talbot Financial, LLC | 95,426 | $9.49M | 1.13% | +3,906+4.3% | Added |
| First National Bank of Omaha | 95,048 | $9.46M | 0.61% | −9,014−8.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 94,915 | $9.44M | 0.18% | −15,690−14.2% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 98,000 | $9.41M | 1.17% | −13,000−11.7% | Reduced |
| Park Avenue Securities LLC | 94,603 | $9.41M | 0.10% | −10,264−9.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 93,415 | $9.38M | 0.22% | −96,020−50.7% | Reduced |
| Clark & Stuart, Inc | 92,332 | $9.25M | 6.77% | +92,332 | New |
| Rothschild Investment LLC | 92,884 | $9.24M | 0.61% | −777−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 92,360 | $9.19M | 0.19% | +22,382+32.0% | Added |
| Aptus Capital Advisors, LLC | 91,379 | $9.15M | 0.11% | −54,535−37.4% | Reduced |
| Walleye Capital LLC | 91,931 | $9.15M | 0.09% | −271,279−74.7% | Reduced |
| ExodusPoint Capital Management, LP | 91,315 | $9.08M | 0.09% | +91,315 | New |
| Adalta Capital Management LLC | 90,125 | $9.04M | 4.72% | 00.0% | Unchanged |
| Smithfield Trust Co | 90,986 | $9.04M | 0.45% | −25,791−22.1% | Reduced |
| Lynch & Associates | 90,594 | $9.01M | 1.96% | −2,107−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 89,405 | $8.97M | 0.57% | −2,470−2.7% | Reduced |
| Busey Wealth Management | 89,882 | $8.94M | 0.29% | −1,520−1.7% | Reduced |
| Winslow Asset Management Inc | 89,612 | $8.91M | 1.78% | −1,624−1.8% | Reduced |
| Buck Wealth Strategies, LLC | 89,487 | $8.90M | 1.85% | +36,715+69.6% | Added |
| Verition Fund Management LLC | 88,981 | $8.85M | 0.04% | −24,062−21.3% | Reduced |
| Crestline Management, LP | 88,644 | $8.82M | 0.31% | +79,826+905.3% | Added |
| Oddo BHF Asset Management SAS | 88,425 | $8.80M | 0.44% | −1,278−1.4% | Reduced |
| Hamel Associates, Inc. | 88,204 | $8.77M | 2.82% | +150.0% | Added |
| Allworth Financial LP | 91,250 | $8.73M | 0.05% | +22,006+31.8% | Added |
| Miramar Capital, LLC | 87,691 | $8.72M | 2.08% | +10,330+13.4% | Added |
| Executive Wealth Management, LLC | 87,675 | $8.72M | 0.68% | −15,409−14.9% | Reduced |
| Triglav Skladi, D.O.O. | 87,671 | $8.72M | 0.69% | +87,671 | New |
| Mitchell Sinkler & Starr | 87,542 | $8.71M | 2.32% | −23,268−21.0% | Reduced |
| Mill Capital Management, LLC | 87,497 | $8.70M | 0.69% | −51−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 88,378 | $8.69M | 0.91% | +9,204+11.6% | Added |
| Capital International Inc | 87,386 | $8.69M | 0.10% | −21,779−20.0% | Reduced |
| Empirical Finance, LLC | 87,001 | $8.65M | 0.50% | −1,157−1.3% | Reduced |
| Mutual Advisors, LLC | 85,347 | $8.59M | 0.25% | −1,476−1.7% | Reduced |
| Violich Capital Management, Inc. | 86,292 | $8.58M | 1.12% | −4,937−5.4% | Reduced |
| Country Club Bank | 86,947 | $8.55M | 0.57% | +1,134+1.3% | Added |
| NewEdge Wealth, LLC | 85,770 | $8.53M | 0.15% | +4,033+4.9% | Added |
| WealthBridge Investment Counsel Inc. | 85,310 | $8.49M | 3.11% | −60−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 84,648 | $8.42M | 0.63% | +1,766+2.1% | Added |
| Nixon Peabody Trust Co | 84,010 | $8.36M | 0.69% | +1,801+2.2% | Added |
| Greystone Financial Group, LLC | 83,970 | $8.35M | 1.45% | +70,958+545.3% | Added |
| Integrated Wealth Concepts LLC | 83,157 | $8.27M | 0.10% | +1,678+2.1% | Added |
| Brevan Howard Capital Management LP | 82,648 | $8.22M | 0.20% | +71,381+633.5% | Added |
| Twin Tree Management, LP | 82,568 | $8.21M | 0.20% | +82,568 | New |
| GFS Advisors, LLC | 82,561 | $8.21M | 1.25% | +1,675+2.1% | Added |
| Bleakley Financial Group, LLC | 82,486 | $8.21M | 0.25% | +772+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 82,316 | $8.19M | 0.29% | −1,671−2.0% | Reduced |
| Simmons Bank | 82,133 | $8.17M | 0.60% | −2,778−3.3% | Reduced |
| Artemis Investment Management LLP | 81,553 | $8.11M | 0.12% | −2,265−2.7% | Reduced |
| SG Americas Securities, LLC | 81,499 | $8.11M | 0.04% | +15,982+24.4% | Added |
| Sky Investment Group LLC | 81,445 | $8.10M | 1.48% | +1,514+1.9% | Added |
| Avantax Planning Partners, Inc. | 81,404 | $8.10M | 0.29% | +3,413+4.4% | Added |
| Advocate Group LLC | 81,107 | $8.07M | 1.52% | +4,905+6.4% | Added |
| Carret Asset Management, LLC | 80,650 | $8.02M | 0.88% | +374+0.5% | Added |
| Brandywine Global Investment Management, LLC | 80,575 | $8.02M | 0.06% | −723,690−90.0% | Reduced |
| Boston Financial Mangement LLC | 80,341 | $7.99M | 0.24% | +2,674+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 80,318 | $7.99M | 0.18% | −190.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $7.98M | 0.97% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 79,640 | $7.92M | 2.30% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 79,527 | $7.91M | 0.78% | +467+0.6% | Added |
| Chilton Capital Management LLC | 79,467 | $7.91M | 0.33% | −210,622−72.6% | Reduced |
| Level Four Advisory Services, LLC | 79,422 | $7.90M | 0.32% | −214−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 79,163 | $7.88M | 0.08% | −1,780−2.2% | Reduced |
| Trust Co of Toledo NA | 79,030 | $7.86M | 1.03% | +5,466+7.4% | Added |
| FLC Capital Advisors | 79,026 | $7.86M | 1.81% | −2,479−3.0% | Reduced |
| Polar Asset Management Partners Inc. | 78,800 | $7.84M | 0.12% | +71,393+963.9% | Added |
| Gladstone Institutional Advisory LLC | 78,798 | $7.84M | 0.36% | −2,053−2.5% | Reduced |
| Buffington Mohr McNeal | 78,571 | $7.82M | 1.30% | −5,155−6.2% | Reduced |
| Marex Group plc | 78,416 | $7.80M | 0.13% | +65,711+517.2% | Added |