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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 7,162 | $642.9K | 0.26% | −39−0.5% | Reduced |
| G&S Capital LLC | 7,162 | $642.9K | 0.27% | +7,162 | New |
| Acorn Wealth Advisors, LLC | 7,168 | $643.4K | 0.27% | +64+0.9% | Added |
| Pinnacle Bancorp, Inc. | 7,195 | $645.8K | 0.21% | −97−1.3% | Reduced |
| Pring Turner Capital Group Inc | 7,195 | $645.8K | 0.40% | +130+1.8% | Added |
| Savvy Advisors, Inc. | 7,214 | $647.5K | 0.07% | −129−1.8% | Reduced |
| Vigilare Wealth Management | 7,220 | $648.1K | 0.26% | +154+2.2% | Added |
| Prepared Retirement Institute LLC | 7,240 | $649.9K | 0.41% | −470−6.1% | Reduced |
| Plan Group Financial, LLC | 7,255 | $651.2K | 0.23% | +4,472+160.7% | Added |
| Grace & White Inc | 7,267 | $652.3K | 0.12% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,281 | $653.5K | 0.24% | −375−4.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,574 | $654.0K | 0.21% | −92−1.4% | Reduced |
| Insight 2811, Inc. | 7,298 | $655.1K | 0.33% | −310−4.1% | Reduced |
| Systematic Financial Management LP | 7,300 | $655.2K | 0.02% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 7,306 | $656.0K | 0.10% | −519−6.6% | Reduced |
| First Affirmative Financial Network | 7,309 | $656.0K | 0.40% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 7,318 | $657.0K | 0.14% | −256−3.4% | Reduced |
| Vista Wealth Management Group, LLC | 7,320 | $657.0K | 0.04% | −618−7.8% | Reduced |
| Lake Street Financial LLC | 7,324 | $657.4K | 0.11% | −162−2.2% | Reduced |
| Financial Engines Advisors L.L.C. | 7,332 | $658.5K | 0.00% | −226−3.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,345 | $659.2K | 0.02% | −232−3.1% | Reduced |
| Sentry Investment Management LLC | 8,143 | $661.0K | 0.45% | −2,432−23.0% | Reduced |
| Beddow Capital Management Inc | 7,375 | $662.0K | 0.25% | −100−1.3% | Reduced |
| Meeder Asset Management Inc | 7,386 | $663.0K | 0.04% | −210−2.8% | Reduced |
| US Asset Management LLC | 7,383 | $663.0K | 0.63% | −27−0.4% | Reduced |
| Yoffe Investment Management, LLC | 7,388 | $663.2K | 0.97% | +10.0% | Added |
| Cross Staff Investments Inc | 7,398 | $664.0K | 0.50% | 00.0% | Unchanged |
| Payden & Rygel | 7,410 | $665.0K | 0.06% | −104,140−93.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 7,421 | $666.1K | 0.13% | −471−6.0% | Reduced |
| Morton Capital Management LLC | 7,426 | $666.6K | 0.13% | +67+0.9% | Added |
| Argentarii, LLC | 7,449 | $668.7K | 0.33% | +3,523+89.7% | Added |
| Mosaic Financial Group, LLC | 7,455 | $669.0K | 0.54% | −488−6.1% | Reduced |
| Petrus Trust Company, LTA | 7,465 | $670.1K | 0.06% | +3,910+110.0% | Added |
| Game Creek Capital, LP | 7,500 | $673.2K | 0.42% | −500−6.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,518 | $674.8K | 0.17% | +1,410+23.1% | Added |
| Navellier & Associates Inc | 8,149 | $675.1K | 0.09% | −6,604−44.8% | Reduced |
| Cromwell Holdings LLC | 7,473 | $676.8K | 0.44% | +1,371+22.5% | Added |
| SOA Wealth Advisors, LLC. | 7,553 | $678.0K | 0.14% | −19−0.3% | Reduced |
| Sivia Capital Partners, LLC | 7,553 | $678.0K | 0.32% | +624+9.0% | Added |
| Pioneer Trust Bank N A | 7,558 | $678.4K | 0.18% | +81+1.1% | Added |
| Red Wave Investments LLC | 7,578 | $680.2K | 0.24% | −65−0.9% | Reduced |
| Mattern Wealth Management LLC | 7,583 | $680.7K | 0.15% | +244+3.3% | Added |
| Marshall Wace, LLP | 7,607 | $682.8K | 0.00% | +7,276+2,198.2% | Added |
| Gray Private Wealth, LLC | 7,624 | $684.3K | 0.41% | 00.0% | Unchanged |
| Sachetta, LLC | 7,625 | $686.1K | 0.28% | −611−7.4% | Reduced |
| Compass Capital Corp | 8,815 | $686.4K | 0.36% | −6,899−43.9% | Reduced |
| Arlington Trust Co LLC | 7,655 | $687.1K | 0.15% | −294−3.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 7,663 | $687.8K | 0.63% | +7,663 | New |
| Midland Wealth Advisors LLC | 7,673 | $688.7K | 0.04% | −888−10.4% | Reduced |
| Aspetuck Financial Management LLC | 7,686 | $689.9K | 0.59% | −6,124−44.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,689 | $690.2K | 0.16% | −2,012−20.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,712 | $692.2K | 0.05% | −488−6.0% | Reduced |
| Edgewood Management LLC | 7,718 | $692.8K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,727 | $693.6K | 0.07% | +5,452+239.6% | Added |
| Cercano Management LLC | 7,730 | $693.8K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,740 | $694.7K | 0.09% | −341−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,743 | $695.0K | 0.03% | −3,751−32.6% | Reduced |
| Live Oak Investment Partners | 7,747 | $695.4K | 0.55% | – | – |
| Michael B. Yongue | 7,756 | $696.2K | 0.89% | −913−10.5% | Reduced |
| Heartland Bank & Trust Co | 7,770 | $697.4K | 0.36% | −435−5.3% | Reduced |
| Monterey Private Wealth, Inc. | 7,785 | $698.8K | 0.21% | −238−3.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,786 | $698.9K | 0.54% | −113−1.4% | Reduced |
| Claris Financial LLC | 7,034 | $699.8K | 0.46% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,810 | $701.0K | 0.07% | −1,317−14.4% | Reduced |
| Claret Asset Management Corp | – | $702.0K | 0.10% | – | – |
| Davidson Trust Co | 7,852 | $704.8K | 0.34% | +162+2.1% | Added |
| Verus Capital Partners, LLC | 7,861 | $705.6K | 0.07% | +104+1.3% | Added |
| Orca Wealth Management, LLC | 7,894 | $708.6K | 0.63% | +268+3.5% | Added |
| ProVise Management Group, LLC | 7,896 | $708.7K | 0.06% | −138−1.7% | Reduced |
| RFP Financial Group LLC | 7,918 | $710.7K | 0.29% | +10+0.1% | Added |
| Tiemann Investment Advisors, LLC | 7,929 | $711.7K | 0.32% | −465−5.5% | Reduced |
| Barlow Wealth Partners, Inc. | 8,607 | $712.1K | 0.09% | −800−8.5% | Reduced |
| Wrapmanager Inc | 7,957 | $714.3K | 0.19% | +354+4.7% | Added |
| Ethos Financial Group, LLC | 7,123 | $714.5K | 0.07% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,968 | $715.2K | 0.33% | +26+0.3% | Added |
| SRN Advisors, LLC | 7,999 | $718.0K | 0.81% | −218−2.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $718.0K | 0.39% | +8,000 | New |
| Focused Wealth Management, Inc | 8,004 | $718.5K | 0.10% | +484+6.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,011 | $719.1K | 0.58% | +8,011 | New |
| ABLE Financial Group, LLC | 8,016 | $719.5K | 0.20% | −162−2.0% | Reduced |
| Willner & Heller, LLC | 8,017 | $719.6K | 0.67% | +231+3.0% | Added |
| Abel Hall, LLC | 8,019 | $719.8K | 0.43% | +3,005+59.9% | Added |
| Schear Investment Advisers, LLC | 8,023 | $720.1K | 0.41% | −246−3.0% | Reduced |
| Wealth Group, Ltd. | 8,032 | $721.0K | 0.47% | −1,498−15.7% | Reduced |
| Fox Run Management, L.L.C. | 8,036 | $721.3K | 0.11% | +8,036 | New |
| Staley Capital Advisers Inc | 8,045 | $722.1K | 0.03% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 7,971 | $722.1K | 0.10% | −271−3.3% | Reduced |
| Ami Asset Management Corp | 8,057 | $723.2K | 0.04% | −159−1.9% | Reduced |
| Quotient Wealth Partners, LLC | 8,069 | $724.3K | 0.02% | −1,177−12.7% | Reduced |
| NWF Advisory Services Inc. | 8,073 | $724.7K | 0.10% | −501−5.8% | Reduced |
| United Advisor Group, LLC | 8,082 | $725.4K | 0.15% | −2,334−22.4% | Reduced |
| Occudo Quantitative Strategies LP | 8,138 | $726.2K | 0.10% | +8,138 | New |
| Resolute Wealth Strategies, LLC | 8,096 | $726.7K | 0.41% | +443+5.8% | Added |
| Traphagen Investment Advisors LLC | 8,103 | $727.3K | 0.08% | −391−4.6% | Reduced |
| Matrix Private Capital Group LLC | 8,031 | $727.4K | 0.43% | −340−4.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 8,105 | $727.5K | 0.17% | +6+0.1% | Added |
| Builder Investment Group Inc | 8,117 | $728.6K | 0.21% | −77−0.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,134 | $730.1K | 0.44% | +8,134 | New |
| Autumn Glory Partners, LLC | 8,141 | $730.8K | 0.37% | 00.0% | Unchanged |
| Barton Investment Management | 8,158 | $732.3K | 0.09% | 00.0% | Unchanged |