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, Q1 2025
Institutional positions in Merck & Co., Inc. as of Mar 31, 2025. 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
- 3,459
- −96 vs. Q4 2024
- Shares held
- 1.98B
- +20.8M (+1.1%) vs. Q4 2024
- Total value
- $177.7B
- −$17.2B (−8.8%) vs. Q4 2024
- New holders
- 180
- 1,354 more added
- Sold out
- 276
- 1,598 more reduced
63 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fidelity D & D Bancorp Inc | 4,824 | $433.0K | 0.29% | 00.0% | Unchanged |
| First National Bank | 4,830 | $433.5K | 0.28% | +638+15.2% | Added |
| Human Investing LLC | 4,841 | $434.5K | 0.08% | −426−8.1% | Reduced |
| Gentry Private Wealth, LLC | 4,850 | $435.3K | 0.36% | +4,850 | New |
| BOS Asset Management, LLC | 4,851 | $435.4K | 0.15% | −100−2.0% | Reduced |
| Lakeridge Wealth Management LLC | 4,851 | $435.5K | 0.22% | −445−8.4% | Reduced |
| Alteri Wealth LLC | 4,855 | $435.8K | 0.19% | −540−10.0% | Reduced |
| Sonata Capital Group Inc | 4,860 | $436.0K | 0.19% | −1,848−27.5% | Reduced |
| Plan A Wealth LLC | 4,863 | $436.5K | 0.34% | −303−5.9% | Reduced |
| FSM Wealth Advisors, LLC | 4,864 | $436.6K | 0.10% | −1,849−27.5% | Reduced |
| Fortis Group Advisors, LLC | 4,867 | $436.9K | 0.08% | −20−0.4% | Reduced |
| Heritage Financial Services, LLC | 4,875 | $437.6K | 0.04% | +67+1.4% | Added |
| Monticello Wealth Management, LLC | 4,877 | $437.8K | 0.04% | −827−14.5% | Reduced |
| Lazari Capital Management, Inc. | 4,878 | $437.8K | 0.18% | +2,090+75.0% | Added |
| Summa Corp. | 4,880 | $438.0K | 0.25% | −200−3.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,895 | $439.4K | 0.27% | +421+9.4% | Added |
| Connors Investor Services Inc | 4,899 | $439.7K | 0.04% | −108,093−95.7% | Reduced |
| Black Diamond Financial, LLC | 4,899 | $439.7K | 0.07% | −198−3.9% | Reduced |
| Aspire Private Capital, LLC | 4,899 | $439.7K | 0.11% | −8,097−62.3% | Reduced |
| Brighton Securities Corp. | 4,909 | $440.6K | 0.21% | +751+18.1% | Added |
| Topsail Wealth Management, LLC | 4,865 | $440.7K | 0.09% | +2,746+129.6% | Added |
| Harbour Trust & Investment Management Co | 4,925 | $442.1K | 0.05% | −735−13.0% | Reduced |
| Bender Robert & Associates | 4,932 | $442.7K | 0.11% | −50−1.0% | Reduced |
| Floyd Financial Group LLC | 4,937 | $443.1K | 0.40% | +450+10.0% | Added |
| D'Orazio & Associates, Inc. | 4,945 | $443.9K | 0.07% | +1,033+26.4% | Added |
| Legacy Trust | 4,947 | $444.0K | 0.11% | −32−0.6% | Reduced |
| Mendel Capital Management LLC | 4,952 | $444.5K | 0.27% | +152+3.2% | Added |
| Paulson Wealth Management Inc. | 4,967 | $445.8K | 0.13% | −142−2.8% | Reduced |
| Tilson Financial Group, Inc. | 4,965 | $446.0K | 0.18% | +132+2.7% | Added |
| Mathes Company, Inc. | 4,975 | $447.0K | 0.18% | −550−10.0% | Reduced |
| Sawgrass Asset Management LLC | 4,990 | $447.9K | 0.05% | −1,976−28.4% | Reduced |
| Elefante Mark B | 4,993 | $448.2K | 0.36% | +1,600+47.2% | Added |
| Virtue Capital Management, LLC | 5,010 | $450.0K | 0.05% | −2,199−30.5% | Reduced |
| Keyvantage Wealth, LLC | 5,020 | $450.6K | 0.22% | −225−4.3% | Reduced |
| 44 Wealth Management LLC | 5,022 | $450.8K | 0.17% | −158−3.1% | Reduced |
| QTR Family Wealth, LLC | 5,022 | $450.8K | 0.34% | +5,022 | New |
| Semus Wealth Partners LLC | 5,039 | $452.3K | 0.32% | +382+8.2% | Added |
| Hurlow Wealth Management Group, Inc. | 5,039 | $452.3K | 0.14% | +459+10.0% | Added |
| Corps Capital Advisors, LLC | 5,043 | $452.7K | 0.48% | 00.0% | Unchanged |
| May Hill Capital, LLC | 5,058 | $454.0K | 0.17% | −971−16.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,068 | $454.9K | 0.25% | −1,850−26.7% | Reduced |
| Fiera Capital Corp | 5,094 | $457.2K | 0.00% | −7,466−59.4% | Reduced |
| Lesa Sroufe & Co | 5,100 | $458.0K | 0.46% | +5,100 | New |
| Beacon Investment Advisors LLC | 5,116 | $459.3K | 0.22% | +3+0.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,135 | $460.9K | 0.52% | −135−2.6% | Reduced |
| Westend Capital Management, LLC | 5,135 | $460.9K | 0.18% | +300+6.2% | Added |
| Pin Oak Investment Advisors Inc | 3,665 | $461.0K | 0.35% | +10.0% | Added |
| Emerald Advisors, LLC | 5,139 | $461.3K | 0.06% | +1,138+28.4% | Added |
| McIlrath & Eck, LLC | 5,143 | $461.6K | 0.06% | +101+2.0% | Added |
| Red Mountain Financial, LLC | 5,153 | $462.6K | 0.56% | −1,502−22.6% | Reduced |
| Hummer Financial Advisory Services Inc | 5,116 | $463.4K | 0.38% | −73−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,170 | $464.0K | 0.16% | −278−5.1% | Reduced |
| Clarus Group, Inc. | 5,183 | $465.2K | 0.18% | +387+8.1% | Added |
| Fiducient Advisors LLC | 5,155 | $465.3K | 0.06% | +1,922+59.4% | Added |
| Jmac Enterprises LLC | 5,186 | $465.5K | 0.11% | −14,052−73.0% | Reduced |
| Investment Partners, Ltd. | 5,189 | $465.7K | 0.19% | +477+10.1% | Added |
| Hollencrest Capital Management | 5,189 | $465.8K | 0.02% | −630−10.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,194 | $466.2K | 0.04% | +986+23.4% | Added |
| N.E.W. Advisory Services LLC | 5,197 | $466.4K | 0.04% | +130+2.6% | Added |
| Tranquility Partners, LLC | 5,204 | $467.1K | 0.18% | +5+0.1% | Added |
| Liberty Capital Management, Inc. | 5,209 | $467.6K | 0.10% | +277+5.6% | Added |
| MEMBERS Trust Co | 5,213 | $467.9K | 0.02% | −27−0.5% | Reduced |
| Cora Capital Advisors LLC | 5,218 | $468.3K | 0.22% | +65+1.3% | Added |
| Nelson Capital Management, LLC | 5,224 | $468.9K | 0.08% | −500−8.7% | Reduced |
| MKT Advisors LLC | 5,782 | $469.4K | 0.22% | +43+0.7% | Added |
| Ignite Planners, LLC | 5,648 | $470.3K | 0.09% | +325+6.1% | Added |
| BIP Wealth, LLC | 5,243 | $470.6K | 0.03% | −263−4.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,244 | $470.7K | 0.32% | −226−4.1% | Reduced |
| Opus Capital Group, LLC | 5,242 | $471.0K | 0.06% | −496−8.6% | Reduced |
| Beacon Financial Advisory LLC | 5,252 | $471.4K | 0.14% | −222−4.1% | Reduced |
| Fairvoy Private Wealth, LLC | 5,255 | $471.7K | 0.13% | −12,202−69.9% | Reduced |
| Centennial Wealth Advisory LLC | 5,254 | $471.7K | 0.17% | +402+8.3% | Added |
| Asset Allocation & Management Company, LLC | 5,253 | $472.0K | 0.24% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,262 | $472.3K | 0.31% | +1,413+36.7% | Added |
| B&L Asset Management LLC | 5,267 | $472.8K | 0.31% | +105+2.0% | Added |
| St. Nicholas Private Asset Management, Inc | 5,282 | $474.1K | 0.45% | −615−10.4% | Reduced |
| Indiana Trust & Investment Management CO | 5,288 | $474.7K | 0.17% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 5,270 | $477.7K | 0.12% | −655−11.1% | Reduced |
| Rahlfs Capital, LLC | 5,325 | $478.0K | 0.48% | 00.0% | Unchanged |
| Seven Mile Advisory | 5,325 | $478.0K | 0.32% | −534−9.1% | Reduced |
| Union Savings Bank | 5,343 | $479.6K | 0.23% | −342−6.0% | Reduced |
| Foundation Wealth Management, LLC | 5,361 | $481.2K | 0.23% | +127+2.4% | Added |
| Crown Wealth Group, LLC | 5,365 | $481.6K | 0.25% | +176+3.4% | Added |
| Rialto Wealth Management, LLC | 5,370 | $482.0K | 0.15% | +27+0.5% | Added |
| Nexus Investment Management ULC | 3,735 | $482.2K | 0.05% | +1,110+42.3% | Added |
| Transform Wealth, LLC | 5,324 | $482.7K | 0.03% | −30,354−85.1% | Reduced |
| New Republic Capital, LLC | 5,339 | $483.2K | 0.21% | +385+7.8% | Added |
| Second Line Capital, LLC | 5,363 | $485.7K | 0.13% | +297+5.9% | Added |
| Zions Bancorporation, National Association | 5,413 | $485.9K | 0.03% | +5,413 | New |
| Fca Corp | 5,438 | $488.1K | 0.16% | +12+0.2% | Added |
| Perfromance Wealth Partners, LLC | 5,450 | $489.2K | 0.02% | +5,450 | New |
| Broadway Wealth Solutions, Inc. | 5,463 | $490.4K | 0.36% | −183−3.2% | Reduced |
| Sym Financial Corp | 5,467 | $490.7K | 0.06% | +2,601+90.8% | Added |
| Accel Wealth Management | 5,469 | $490.9K | 0.18% | −141−2.5% | Reduced |
| Hill Investment Group Partners, LLC | 5,471 | $491.1K | 0.07% | −1,690−23.6% | Reduced |
| Bath Savings Trust Co | 5,478 | $491.7K | 0.05% | +422+8.3% | Added |
| Shakespeare Wealth Management, Inc. | 5,483 | $492.1K | 0.13% | +5,483 | New |
| Cornerstone Capital, Inc. | 5,498 | $493.5K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,500 | $493.7K | 0.02% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,498 | $494.0K | 0.37% | −702−11.3% | Reduced |