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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 8,179 | $734.2K | 0.19% | −1,257−13.3% | Reduced |
| Crews Bank & Trust | 8,194 | $735.5K | 0.13% | −857−9.5% | Reduced |
| Peoples Bank | 8,200 | $736.0K | 0.48% | −515−5.9% | Reduced |
| Legacy Financial Advisors, Inc. | 8,210 | $736.9K | 0.12% | −3,752−31.4% | Reduced |
| Manske Wealth Management | 8,212 | $737.1K | 0.28% | +193+2.4% | Added |
| Crumly & Associates Inc. | 8,217 | $737.5K | 0.20% | +1,260+18.1% | Added |
| Great Diamond Partners, LLC | 8,231 | $738.8K | 0.20% | −2,980−26.6% | Reduced |
| Dale Q Rice Investment Management Ltd | 8,236 | $739.3K | 0.38% | −422−4.9% | Reduced |
| King Wealth | 8,239 | $740.0K | 0.11% | +43+0.5% | Added |
| Orrstown Financial Services Inc | 8,257 | $741.1K | 0.18% | +433+5.5% | Added |
| Delta Financial Advisors LLC | 8,277 | $743.0K | 0.28% | +496+6.4% | Added |
| Cim Investment Mangement Inc | 8,291 | $744.2K | 0.17% | −6−0.1% | Reduced |
| Wealth Preservation Advisors, LLC | 8,294 | $744.5K | 0.53% | +8,294 | New |
| Greenfield Savings Bank | 8,299 | $744.9K | 0.37% | 00.0% | Unchanged |
| Port Capital LLC | 8,326 | $747.0K | 0.03% | +15+0.2% | Added |
| Crescent Grove Advisors, LLC | 8,266 | $748.7K | 0.08% | −557−6.3% | Reduced |
| Monument Capital Management | 8,343 | $748.9K | 0.23% | +789+10.4% | Added |
| Gilbert & Cook, Inc. | 8,344 | $749.0K | 0.11% | −1,219−12.7% | Reduced |
| McRae Capital Management Inc | 8,358 | $750.2K | 0.16% | −300−3.5% | Reduced |
| Bank of Jackson Hole Trust | 8,142 | $751.1K | 0.49% | −319−3.8% | Reduced |
| Winthrop Advisory Group LLC | 8,299 | $751.7K | 0.09% | −633−7.1% | Reduced |
| Appleton Partners Inc | 8,394 | $753.0K | 0.06% | −98,431−92.1% | Reduced |
| Verity Asset Management, Inc. | 8,399 | $753.9K | 0.31% | −375−4.3% | Reduced |
| Sax Wealth Advisors, LLC | 8,399 | $753.9K | 0.05% | +993+13.4% | Added |
| Magnolia Capital Management Ltd | 8,400 | $754.0K | 0.65% | 00.0% | Unchanged |
| Athena Investment Management | 8,407 | $754.7K | 0.46% | −13−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 8,408 | $754.7K | 0.09% | +745+9.7% | Added |
| Groesbeck Investment Management Corp | 8,421 | $756.0K | 1.06% | −814−8.8% | Reduced |
| Woodward Financial Advisors, Inc. | 8,423 | $756.0K | 0.36% | +25+0.3% | Added |
| Magnetar Financial LLC | 8,424 | $756.1K | 0.01% | +8,424 | New |
| Promethium Advisors,llc | 8,368 | $757.9K | 0.49% | −379−4.3% | Reduced |
| Rogco, LP | 8,446 | $758.1K | 0.30% | +342+4.2% | Added |
| Charles Schwab Trust Co | 8,454 | $758.8K | 0.06% | −3,360−28.4% | Reduced |
| Roman Butler Fullerton & Co | 9,695 | $760.0K | 0.30% | −494−4.8% | Reduced |
| First Western Trust Bank | 8,469 | $760.2K | 0.04% | −1,346−13.7% | Reduced |
| Generation Capital Management LLC | 8,471 | $760.4K | 0.68% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 8,472 | $760.4K | 0.41% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 8,492 | $762.2K | 0.65% | −677−7.4% | Reduced |
| SFMG, LLC | 8,502 | $763.1K | 0.06% | +165+2.0% | Added |
| Donald L. Hagan, LLC | 8,508 | $763.7K | 0.40% | +112+1.3% | Added |
| Glen Eagle Advisors, LLC | 8,517 | $764.5K | 0.13% | −162−1.9% | Reduced |
| Richard W. Paul & Associates, LLC | 8,540 | $766.5K | 0.30% | −2,745−24.3% | Reduced |
| Cambridge Advisors Inc. | 8,541 | $766.6K | 0.17% | +12+0.1% | Added |
| Brady Family Wealth, LLC | 8,541 | $766.7K | 0.25% | −451−5.0% | Reduced |
| TCFG Wealth Management, LLC | 8,549 | $767.4K | 0.39% | −2,591−23.3% | Reduced |
| Cable Hill Partners, LLC | 9,014 | $768.0K | 0.07% | +162+1.8% | Added |
| Westbourne Investment Advisors, Inc. | 8,561 | $768.4K | 0.27% | +40+0.5% | Added |
| Versant Capital Management, Inc | 8,566 | $768.9K | 0.13% | +6,221+265.3% | Added |
| Wakefield Asset Management LLLP | 8,569 | $769.2K | 0.23% | +8,569 | New |
| Burns J W & Co Inc | 8,573 | $769.5K | 0.10% | −20−0.2% | Reduced |
| Northern Financial Advisors Inc | 8,586 | $770.7K | 0.64% | −6,007−41.2% | Reduced |
| KC Investment Advisors, LLC | 8,624 | $774.1K | 0.17% | +1,082+14.3% | Added |
| Trueblood Wealth Management, LLC | 8,638 | $775.3K | 0.36% | −5−0.1% | Reduced |
| Weinberger Asset Management, Inc | 8,641 | $775.6K | 0.33% | −203−2.3% | Reduced |
| Renaissance Investment Group LLC | 8,647 | $776.2K | 0.19% | −1,108−11.4% | Reduced |
| Advyzon Investment Management, LLC | 8,680 | $779.2K | 0.28% | +1,248+16.8% | Added |
| Washington Trust Advisors, Inc. | 8,682 | $779.3K | 0.07% | +23+0.3% | Added |
| General Partner, Inc. | 8,686 | $779.7K | 0.51% | 00.0% | Unchanged |
| Dempze Nancy E | 8,705 | $781.4K | 0.47% | −1,650−15.9% | Reduced |
| Mendel Money Management | 8,742 | $784.7K | 0.37% | +659+8.2% | Added |
| Murphy & Mullick Capital Management Corp | 8,751 | $785.5K | 0.76% | −419−4.6% | Reduced |
| Kidder Stephen W | 8,754 | $785.8K | 0.24% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,763 | $786.6K | 0.19% | +1,555+21.6% | Added |
| Professional Advisory Services Inc | 8,766 | $787.0K | 0.11% | +294+3.5% | Added |
| Pettee Investors, Inc. | 8,770 | $787.2K | 0.47% | −7,744−46.9% | Reduced |
| LBMC Investment Advisors, LLC | 8,786 | $788.6K | 0.06% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 8,800 | $789.9K | 0.35% | +800+10.0% | Added |
| Summit Financial Wealth Advisors, LLC | 8,807 | $790.5K | 0.16% | −767−8.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,810 | $790.8K | 0.38% | −3,670−29.4% | Reduced |
| Hikari Tsushin, Inc. | 8,812 | $791.0K | 0.05% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,826 | $792.0K | 0.29% | −25−0.3% | Reduced |
| Retirement Income Solutions, Inc | 8,827 | $792.3K | 0.17% | 00.0% | Unchanged |
| Scientech Research LLC | 8,844 | $793.8K | 0.21% | +8,844 | New |
| Gries Financial LLC | 8,854 | $794.7K | 0.15% | −708−7.4% | Reduced |
| Absher Wealth Management, LLC | 8,882 | $797.2K | 0.10% | +653+7.9% | Added |
| Papp L Roy & Associates | 8,928 | $801.4K | 0.10% | −89−1.0% | Reduced |
| Lederer & Associates Investment Counsel | 8,943 | $803.0K | 0.59% | −25−0.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,434 | $803.8K | 0.31% | −5,303−36.0% | Reduced |
| Prentice Wealth Management LLC | 8,985 | $806.5K | 0.23% | −237−2.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8,988 | $806.8K | 0.39% | −648−6.7% | Reduced |
| Vivaldi Capital Management, LLC | 9,010 | $808.7K | 0.13% | +69+0.8% | Added |
| Kapstone Financial Advisors LLC | 9,043 | $811.7K | 0.46% | −420−4.4% | Reduced |
| Lafayette Investments, Inc. | 9,044 | $811.8K | 0.17% | +2,136+30.9% | Added |
| Old Mission Investment Co LLC | 9,059 | $813.1K | 0.24% | +258+2.9% | Added |
| InvesTrust | 9,060 | $813.2K | 0.22% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9,068 | $813.9K | 0.17% | −2,066−18.6% | Reduced |
| Guardian Wealth Advisors, LLC | 9,068 | $813.9K | 0.07% | −236−2.5% | Reduced |
| Ambassador Advisors, LLC | 9,074 | $814.5K | 0.14% | +278+3.2% | Added |
| Resurgent Financial Advisors LLC | 9,076 | $814.7K | 0.49% | −711−7.3% | Reduced |
| Severin Investments, LLC | 9,108 | $817.5K | 0.82% | +286+3.2% | Added |
| BBR Partners, LLC | 9,118 | $818.4K | 0.06% | −101−1.1% | Reduced |
| Austin Private Wealth, LLC | 9,124 | $818.9K | 0.07% | +115+1.3% | Added |
| Frisch Financial Group, Inc. | 9,044 | $819.0K | 0.23% | +77+0.9% | Added |
| Alliance Wealth Management Group | 9,125 | $819.1K | 0.22% | 00.0% | Unchanged |
| Towercrest Capital Management | 9,145 | $820.9K | 0.16% | 00.0% | Unchanged |
| Curat Global, LLC | 9,153 | $821.6K | 1.00% | +9,153 | New |
| Reliant Investment Partners, LLC | 9,180 | $824.0K | 0.84% | +9+0.1% | Added |
| WealthPLAN Partners, LLC | 9,194 | $825.2K | 0.12% | +80+0.9% | Added |
| Investors Research Corp | 9,205 | $826.2K | 0.18% | +150+1.7% | Added |
| First Pacific Financial | 9,207 | $826.4K | 0.17% | −1,051−10.2% | Reduced |