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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 6,175 | $554.3K | 0.07% | −1,116−15.3% | Reduced |
| Capital International Sarl | 6,196 | $556.2K | 0.01% | −4,482−42.0% | Reduced |
| TRUE Private Wealth Advisors | 6,197 | $556.2K | 0.07% | +696+12.7% | Added |
| Weatherly Asset Management L. P. | 6,157 | $556.8K | 0.05% | +45+0.7% | Added |
| AMJ Financial Wealth Management | 6,215 | $557.9K | 0.17% | +6,215 | New |
| Beta Wealth Group, Inc. | 6,216 | $557.9K | 0.20% | +104+1.7% | Added |
| Baldwin Investment Management, LLC | 6,220 | $558.3K | 0.07% | −1,915−23.5% | Reduced |
| BankPlus Trust Department | 6,222 | $558.5K | 0.19% | +185+3.1% | Added |
| Channel Wealth LLC | 6,227 | $558.9K | 0.17% | −205−3.2% | Reduced |
| Barrett & Company, Inc. | 6,227 | $559.0K | 0.24% | −318−4.9% | Reduced |
| Clark Wealth Partners | 6,231 | $559.3K | 0.41% | +350+6.0% | Added |
| Sunbeam Capital Management, LLC | 6,200 | $561.5K | 0.53% | +34+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 6,257 | $561.7K | 0.11% | −19,524−75.7% | Reduced |
| Octavia Wealth Advisors, LLC | 6,204 | $561.9K | 0.07% | −314−4.8% | Reduced |
| Sound Income Strategies, LLC | 6,271 | $562.9K | 0.03% | +81+1.3% | Added |
| Raleigh Capital Management Inc. | 6,300 | $565.5K | 0.26% | −6,614−51.2% | Reduced |
| PKS Advisory Services, LLC | 6,526 | $566.0K | 0.15% | +2,394+57.9% | Added |
| Certior Financial Group, LLC | 6,309 | $566.3K | 0.47% | +293+4.9% | Added |
| HHM Wealth Advisors, LLC | 6,315 | $566.8K | 0.08% | −133−2.1% | Reduced |
| Emprise Bank | 6,318 | $567.1K | 0.30% | −1,290−17.0% | Reduced |
| Townsend & Associates, Inc | 7,315 | $569.5K | 0.06% | −519−6.6% | Reduced |
| Cooper Financial Group | 6,352 | $570.2K | 0.08% | +195+3.2% | Added |
| Shum Financial Group, Inc. | 6,361 | $571.0K | 0.49% | +11+0.2% | Added |
| Laurel Wealth Advisors LLC | 6,380 | $572.7K | 0.09% | −220−3.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,429 | $573.7K | 0.06% | −921−12.5% | Reduced |
| ICONIQ Capital, LLC | 6,405 | $574.9K | 0.01% | −2,863−30.9% | Reduced |
| Crescent Sterling, Ltd. | 6,411 | $575.5K | 0.59% | −97−1.5% | Reduced |
| Greenwich Wealth Management LLC | 6,415 | $576.0K | 0.04% | −257−3.9% | Reduced |
| 49 Wealth Management, LLC | 6,429 | $577.1K | 0.07% | +97+1.5% | Added |
| Mirador Capital Partners LP | 6,431 | $577.2K | 0.10% | +277+4.5% | Added |
| Hamilton Capital, LLC | 6,431 | $577.3K | 0.03% | +1,120+21.1% | Added |
| Wall Street Access Asset Management, LLC | 6,436 | $577.7K | 0.23% | +379+6.3% | Added |
| one8zero8, LLC | 6,446 | $578.5K | 0.14% | −2,500−27.9% | Reduced |
| M.E. Allison & Co., Inc. | 6,449 | $578.8K | 0.57% | +1,001+18.4% | Added |
| Optas, LLC | 6,451 | $579.1K | 0.10% | −1,900−22.8% | Reduced |
| Davis Investment Partners, LLC | 7,328 | $580.2K | 0.26% | +7,328 | New |
| Stokes Family Office, LLC | 6,467 | $580.5K | 0.07% | −829−11.4% | Reduced |
| IFG Advisors, LLC | 6,468 | $580.5K | 0.11% | +61+1.0% | Added |
| Southern Capital Advisors, LLC | 6,497 | $583.2K | 0.32% | +782+13.7% | Added |
| Bank of Stockton | 6,502 | $583.6K | 0.19% | +376+6.1% | Added |
| Golden State Wealth Management, LLC | 6,510 | $584.4K | 0.09% | −450−6.5% | Reduced |
| Howard Financial Services, Ltd. | 6,552 | $588.1K | 0.08% | −708−9.8% | Reduced |
| Altus Wealth Management, LLC | 6,557 | $588.6K | 0.28% | +14+0.2% | Added |
| Ashton Thomas Securities, LLC | 6,607 | $589.0K | 0.16% | −663−9.1% | Reduced |
| Summit Asset Management, LLC | 6,568 | $589.5K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 6,566 | $589.6K | 0.06% | +1,303+24.8% | Added |
| United Community Bank | 6,570 | $589.7K | 0.22% | −17,096−72.2% | Reduced |
| Sittner & Nelson, LLC | 6,570 | $589.8K | 0.25% | +403+6.5% | Added |
| Old Second National Bank of Aurora | 6,588 | $591.3K | 0.14% | +72+1.1% | Added |
| Garner Asset Management Corp | 6,589 | $591.5K | 0.26% | −1,084−14.1% | Reduced |
| MSH Capital Advisors LLC | 6,598 | $592.2K | 0.18% | +120+1.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 6,553 | $593.0K | 0.01% | +6,437+5,549.1% | Added |
| Vicus Capital | 6,615 | $593.8K | 0.06% | +45+0.7% | Added |
| Family Firm, Inc. | 6,620 | $594.2K | 0.13% | −75−1.1% | Reduced |
| Holistic Planning, LLC | 6,633 | $595.4K | 0.20% | −94−1.4% | Reduced |
| Bogart Wealth, LLC | 6,640 | $596.0K | 0.03% | −63,616−90.5% | Reduced |
| Investment Partners Asset Management, Inc. | 6,644 | $596.3K | 0.47% | −5,154−43.7% | Reduced |
| Beacon Financial Group | 6,652 | $597.1K | 0.07% | −3,440−34.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,658 | $597.6K | 0.05% | −640−8.8% | Reduced |
| 17 Capital Partners, LLC | 6,705 | $601.8K | 0.39% | −5,788−46.3% | Reduced |
| Terry L. Blaker | 6,719 | $603.1K | 0.02% | −3,509−34.3% | Reduced |
| Granite Investment Partners, LLC | 6,725 | $603.6K | 0.03% | −722−9.7% | Reduced |
| Aprio Wealth Management, LLC | 6,740 | $605.0K | 0.08% | −77−1.1% | Reduced |
| Cox Capital Mgt LLC | 6,745 | $605.4K | 0.44% | −11,592−63.2% | Reduced |
| Barr E S & Co | 6,781 | $608.7K | 0.04% | −1,402−17.1% | Reduced |
| Capital Advisors Inc | 6,792 | $609.7K | 0.01% | −561−7.6% | Reduced |
| Successful Portfolios LLC | 6,805 | $610.8K | 0.42% | −6−0.1% | Reduced |
| Stanley-Laman Group, Ltd. | 6,814 | $611.6K | 0.09% | +2,833+71.2% | Added |
| World Equity Group, Inc. | 6,295 | $613.3K | 0.18% | −4,745−43.0% | Reduced |
| Townsend Asset Management Corp | 6,833 | $613.3K | 0.24% | −1,113−14.0% | Reduced |
| BridgePort Financial Solutions, LLC | 6,835 | $613.5K | 0.28% | +64+0.9% | Added |
| MWA Asset Management | 6,838 | $613.8K | 0.43% | −550−7.4% | Reduced |
| Bremer Bank National Association | 6,850 | $614.9K | 0.11% | −44,847−86.7% | Reduced |
| Onefund, LLC | 6,850 | $614.9K | 0.63% | +12+0.2% | Added |
| Woodward Diversified Capital, LLC | 6,851 | $614.9K | 0.44% | +248+3.8% | Added |
| Future Fund LLC | 6,855 | $615.3K | 0.79% | +6,855 | New |
| Core Wealth Advisors, Inc. | 6,858 | $615.6K | 0.20% | −5,106−42.7% | Reduced |
| Pictet North America Advisors SA | 6,875 | $617.1K | 0.06% | −654−8.7% | Reduced |
| NFP Retirement, Inc. | 6,879 | $617.4K | 0.05% | +1,440+26.5% | Added |
| Sather Financial Group Inc | 6,885 | $618.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6,893 | $618.7K | 0.29% | +374+5.7% | Added |
| Asset Management Group, Inc. | 6,900 | $619.3K | 0.11% | +51+0.7% | Added |
| Atlas Capital Advisors LLC | 6,911 | $620.3K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,885 | $623.1K | 0.53% | −200−2.8% | Reduced |
| Keeler Thomas Management LLC | 6,963 | $625.0K | 0.31% | −3,606−34.1% | Reduced |
| Ellenbecker Investment Group | 6,983 | $626.9K | 0.11% | −286−3.9% | Reduced |
| Colonial Trust Advisors | 6,986 | $627.0K | 0.06% | +509+7.9% | Added |
| Signature Wealth Management Partners, LLC | 7,006 | $628.9K | 0.41% | −162−2.3% | Reduced |
| Investment Advisory Services Inc | 7,024 | $630.5K | 0.23% | +21+0.3% | Added |
| Magnus Financial Group LLC | 7,042 | $632.1K | 0.06% | +83+1.2% | Added |
| First Heartland Consultants, Inc. | 7,048 | $632.7K | 0.07% | −474−6.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,060 | $633.7K | 0.03% | +467+7.1% | Added |
| Old Port Advisors | 7,067 | $634.3K | 0.19% | −1,037−12.8% | Reduced |
| Allied Investment Advisors, LLC | 7,069 | $634.5K | 0.12% | −3,125−30.7% | Reduced |
| Dividend Assets Capital, LLC | 7,074 | $635.0K | 0.12% | −482−6.4% | Reduced |
| Advisor Resource Council | 9,892 | $636.6K | 0.05% | +9,892 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,132 | $640.2K | 0.36% | −29−0.4% | Reduced |
| Cetera Trust Company, N.A | 7,134 | $640.3K | 0.41% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 7,143 | $641.2K | 0.37% | −1,325−15.6% | Reduced |
| Intrua Financial, LLC | 7,144 | $641.2K | 0.10% | +1,906+36.4% | Added |