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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 5,504 | $494.0K | 0.30% | −45−0.8% | Reduced |
| Campbell Deegan Wealth Management, LLC | 5,504 | $494.1K | 0.57% | −409−6.9% | Reduced |
| Sendero Wealth Management, LLC | 5,507 | $494.3K | 0.07% | +421+8.3% | Added |
| Horan Securities, Inc. | 5,511 | $494.7K | 0.19% | −927−14.4% | Reduced |
| Sweeney & Michel, LLC | 6,278 | $495.7K | 0.22% | +6,278 | New |
| Addison Advisors LLC | 5,528 | $496.2K | 0.14% | −147−2.6% | Reduced |
| Maxele Advisors, LLC | 5,536 | $496.9K | 0.48% | −208−3.6% | Reduced |
| Lyell Wealth Management, LP | 5,539 | $497.2K | 0.05% | −1,175−17.5% | Reduced |
| Potentia Wealth | 5,550 | $498.2K | 0.23% | −830−13.0% | Reduced |
| CWC Advisors, LLC. | 5,552 | $498.3K | 0.28% | +472+9.3% | Added |
| RB Capital Management, LLC | 5,557 | $498.8K | 0.12% | −318−5.4% | Reduced |
| First Bank & Trust | 5,566 | $499.6K | 0.10% | −790−12.4% | Reduced |
| Wagner Wealth Management, LLC | 5,578 | $500.7K | 0.12% | −154−2.7% | Reduced |
| Congress Park Capital LLC | 5,581 | $501.0K | 0.19% | −500−8.2% | Reduced |
| Ironwood Financial, llc | 5,589 | $501.7K | 0.11% | −193−3.3% | Reduced |
| Westover Capital Advisors, LLC | 5,593 | $502.0K | 0.11% | −32,631−85.4% | Reduced |
| Lakeshore Capital Group, Inc. | 5,595 | $502.2K | 0.48% | +227+4.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,597 | $502.4K | 0.17% | 00.0% | Unchanged |
| Gibbs Wealth Management | 5,597 | $502.4K | 0.12% | +793+16.5% | Added |
| Readystate Asset Management LP | 5,599 | $502.6K | 0.03% | −8,235−59.5% | Reduced |
| Shayne & Co., LLC | 5,611 | $503.6K | 0.12% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,615 | $504.0K | 0.12% | −36−0.6% | Reduced |
| Osprey Private Wealth LLC | 5,625 | $504.9K | 0.30% | +2,500+80.0% | Added |
| Cortland Associates Inc | 5,623 | $505.0K | 0.06% | +32+0.6% | Added |
| Carl P. Sherr & Co., LLC | 5,637 | $506.0K | 0.28% | −585−9.4% | Reduced |
| Summit Financial Strategies, Inc. | 5,641 | $506.4K | 0.05% | +241+4.5% | Added |
| Campion Asset Management LLC | 5,642 | $506.4K | 0.39% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 5,652 | $507.3K | 0.34% | +69+1.2% | Added |
| Liontrust Investment Partners LLP | 5,660 | $508.0K | 0.01% | −5,506−49.3% | Reduced |
| Versor Investments LP | 5,666 | $508.6K | 0.08% | +5,666 | New |
| Eagle Wealth Strategies LLC | 5,677 | $509.6K | 0.31% | −690−10.8% | Reduced |
| Capital City Trust Co | 5,688 | $510.6K | 0.14% | +220+4.0% | Added |
| JNBA Financial Advisors | 5,695 | $511.2K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,712 | $512.7K | 0.30% | −412−6.7% | Reduced |
| Clayton Financial Group LLC | 5,718 | $513.2K | 0.19% | −76−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,909 | $514.8K | 0.04% | −133−2.2% | Reduced |
| Lionshead Wealth Management, LLC | 5,686 | $514.9K | 0.53% | +344+6.4% | Added |
| Trail Ridge Investment Advisors, LLC | 5,741 | $515.3K | 0.27% | −1,364−19.2% | Reduced |
| MFA Wealth Services | 5,745 | $515.7K | 0.42% | −533−8.5% | Reduced |
| Vishria Bird Financial Group, LLC | 5,755 | $516.6K | 0.18% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,537 | $516.7K | 0.07% | +64+1.0% | Added |
| Enterprise Bank & Trust Co | 5,761 | $517.1K | 0.20% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 5,781 | $518.9K | 0.13% | −15,504−72.8% | Reduced |
| Nadler Financial Group, Inc. | 5,783 | $519.1K | 0.06% | −996−14.7% | Reduced |
| Boltwood Capital Management | 5,783 | $519.1K | 0.16% | +45+0.8% | Added |
| Delta Investment Management, LLC | 5,794 | $520.1K | 0.10% | −901−13.5% | Reduced |
| Fiduciary Financial Group, LLC | 6,746 | $523.1K | 0.11% | −125−1.8% | Reduced |
| My Legacy Advisors, LLC | 5,841 | $524.3K | 0.20% | −151−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 5,845 | $524.6K | 0.11% | −3,820−39.5% | Reduced |
| St. Clair Advisors, LLC | 5,848 | $524.9K | 0.15% | 00.0% | Unchanged |
| Certified Advisory Corp | 5,849 | $525.0K | 0.06% | −499−7.9% | Reduced |
| New Covenant Trust Company, N.A. | 5,884 | $525.0K | 0.55% | −315−5.1% | Reduced |
| Sanders Morris Harris LLC | 5,983 | $525.6K | 0.08% | −83−1.4% | Reduced |
| SeaBridge Investment Advisors LLC | 5,864 | $526.4K | 0.11% | −9,359−61.5% | Reduced |
| Vestor Capital, LLC | 5,873 | $527.0K | 0.04% | −89−1.5% | Reduced |
| O'Rourke & Company, Inc | 5,875 | $527.3K | 0.26% | −201−3.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,875 | $527.3K | 0.06% | +63+1.1% | Added |
| Neumann Capital Management, LLC | 5,885 | $528.2K | 0.18% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,885 | $528.2K | 0.10% | +5,885 | New |
| Fermata Advisors, LLC | 5,886 | $528.4K | 0.10% | +985+20.1% | Added |
| Garde Capital, Inc. | 5,902 | $529.8K | 0.03% | −158−2.6% | Reduced |
| KDT Advisors, LLC | 5,926 | $531.9K | 0.78% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 5,927 | $532.0K | 0.45% | +440+8.0% | Added |
| Carr Financial Group Corp | 5,930 | $532.3K | 0.17% | −2,718−31.4% | Reduced |
| Sage Private Wealth Group, LLC | 5,933 | $532.6K | 0.40% | +27+0.5% | Added |
| Moseley Investment Management Inc | 5,935 | $532.7K | 0.21% | −444−7.0% | Reduced |
| James J. Burns & Company, LLC | 5,950 | $534.1K | 0.10% | −351−5.6% | Reduced |
| Aspire Growth Partners LLC | 6,752 | $534.2K | 0.47% | +137+2.1% | Added |
| Tempus Wealth Planning, LLC | 5,953 | $534.3K | 0.16% | +170+2.9% | Added |
| Commonwealth Financial Services, LLC | 5,963 | $535.3K | 0.11% | −521−8.0% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $535.6K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,968 | $535.7K | 0.19% | −350−5.5% | Reduced |
| Embree Financial Group | 5,968 | $535.7K | 0.09% | +1,617+37.2% | Added |
| Crew Capital Management, Ltd. | 5,969 | $535.8K | 0.44% | +28+0.5% | Added |
| American Capital Advisory, LLC | 5,981 | $536.9K | 0.29% | −177−2.9% | Reduced |
| Ifrah Financial Services, Inc. | 5,988 | $537.4K | 0.15% | −409−6.4% | Reduced |
| Lathrop Investment Management Corp | 5,995 | $538.0K | 0.11% | +24+0.4% | Added |
| Beacon Capital Management, LLC | 6,017 | $540.1K | 0.07% | +252+4.4% | Added |
| L2 Asset Management, LLC | 6,020 | $540.4K | 0.11% | +6,020 | New |
| Perkins Coie Trust Co | 6,021 | $540.4K | 0.12% | +136+2.3% | Added |
| S.A. Mason LLC | 6,024 | $540.7K | 0.29% | +9+0.1% | Added |
| Bangor Savings Bank | 6,036 | $541.8K | 0.05% | −237−3.8% | Reduced |
| Compass Wealth Management LLC | 6,038 | $542.0K | 0.14% | −177−2.8% | Reduced |
| Nicolet Bankshares Inc | 6,048 | $542.9K | 0.11% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,059 | $543.0K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 6,057 | $543.7K | 0.07% | −13,639−69.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,066 | $544.0K | 0.07% | +768+14.5% | Added |
| Olistico Wealth, LLC | 6,063 | $544.2K | 0.34% | −141−2.3% | Reduced |
| FourThought Financial Partners, LLC | 6,092 | $546.8K | 0.06% | +906+17.5% | Added |
| PCG Asset Management, LLC | 6,093 | $546.9K | 0.51% | +30+0.5% | Added |
| Hall Capital Management Co Inc | 6,097 | $547.3K | 0.25% | −14,729−70.7% | Reduced |
| Bolthouse Investments, LLC | 6,119 | $549.2K | 0.57% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,125 | $549.7K | 0.30% | +117+1.9% | Added |
| Cottonwood Capital Advisors, LLC | 6,129 | $550.1K | 0.40% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,133 | $550.5K | 0.06% | −232−3.6% | Reduced |
| Ocean Capital Management, LLC | 6,140 | $551.1K | 0.13% | +141+2.4% | Added |
| Pines Wealth Management, LLC | 6,981 | $551.1K | 0.25% | +154+2.3% | Added |
| Roberts Capital Advisors, LLC | 6,141 | $551.2K | 0.48% | +6,141 | New |
| First American Trust, FSB | 6,151 | $552.1K | 0.05% | +7+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 6,102 | $553.1K | 0.04% | −1,671−21.5% | Reduced |