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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 9,225 | $828.0K | 0.12% | −898−8.9% | Reduced |
| Hemenway Trust Co LLC | 9,229 | $828.4K | 0.07% | −695−7.0% | Reduced |
| Trustco Bank Corp N Y | 9,231 | $828.6K | 0.90% | −183−1.9% | Reduced |
| Roxbury Financial LLC | 8,987 | $829.1K | 0.81% | −486−5.1% | Reduced |
| Seascape Capital Management | 9,248 | $830.0K | 0.29% | −158−1.7% | Reduced |
| Nilsine Partners, LLC | 9,255 | $830.7K | 0.09% | −2,675−22.4% | Reduced |
| Kentucky Trust Co | 9,264 | $831.5K | 0.49% | −228−2.4% | Reduced |
| Main Street Research LLC | 9,230 | $836.3K | 0.05% | −437−4.5% | Reduced |
| First Business Financial Services, Inc. | 9,320 | $836.6K | 0.08% | −149−1.6% | Reduced |
| Invera Wealth Advisors, LLC | 9,327 | $837.2K | 0.54% | −1,682−15.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,331 | $837.6K | 0.28% | −1,184−11.3% | Reduced |
| Sara-Bay Financial | 9,387 | $837.6K | 0.37% | −558−5.6% | Reduced |
| Kessler Investment Group, LLC | 9,341 | $838.4K | 0.41% | −567−5.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,358 | $840.0K | 0.05% | −437−4.5% | Reduced |
| Washington Capital Management Inc | 9,378 | $841.8K | 0.68% | −2,265−19.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 9,296 | $842.1K | 0.25% | −1,434−13.4% | Reduced |
| Princeton Global Asset Management LLC | 9,394 | $843.2K | 0.17% | −4,093−30.3% | Reduced |
| Institute for Wealth Management, LLC. | 9,395 | $843.3K | 0.11% | −72−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,398 | $843.6K | 0.21% | +1,422+17.8% | Added |
| Capstone Financial Advisors, Inc. | 9,410 | $844.7K | 0.05% | −658−6.5% | Reduced |
| Northstar Asset Management LLC | 9,480 | $850.9K | 0.21% | −672−6.6% | Reduced |
| DMG Group, LLC | 9,482 | $851.1K | 0.69% | −2,666−21.9% | Reduced |
| Interchange Capital Partners, LLC | 9,482 | $851.1K | 0.24% | −1,555−14.1% | Reduced |
| Unified Investment Management | 9,491 | $851.9K | 1.01% | +9,491 | New |
| Pinnacle West Asset Management, Inc. | 9,495 | $852.0K | 0.62% | +65+0.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 9,418 | $853.0K | 0.07% | −2,481−20.9% | Reduced |
| SNS Financial Group, LLC | 9,419 | $853.2K | 0.09% | −134−1.4% | Reduced |
| Round Rock Advisors, LLC | 9,527 | $855.2K | 0.16% | +117+1.2% | Added |
| Strategic Blueprint, LLC | 9,581 | $860.0K | 0.05% | −28,192−74.6% | Reduced |
| Carnegie Lake Advisors LLC | 9,582 | $860.0K | 0.35% | −400−4.0% | Reduced |
| Ameriflex Group, Inc. | 9,588 | $860.7K | 0.35% | +4,890+104.1% | Added |
| Global Trust Asset Management, LLC | 9,620 | $863.4K | 0.53% | −3,340−25.8% | Reduced |
| Ames National Corp | 9,664 | $867.4K | 0.58% | −75−0.8% | Reduced |
| Klingman & Associates, LLC | 9,675 | $868.4K | 0.05% | +120+1.3% | Added |
| Icon Advisers Inc | 9,690 | $869.8K | 0.20% | −8,310−46.2% | Reduced |
| Cypress Capital Advisors, LLC | 9,694 | $870.1K | 0.60% | +284+3.0% | Added |
| Retirement Planning Co of New England, Inc. | 9,705 | $871.2K | 0.45% | +427+4.6% | Added |
| Mirabaud Asset Management Ltd | 9,768 | $871.6K | 0.46% | −5,979−38.0% | Reduced |
| TCI Wealth Advisors, Inc. | 9,720 | $872.4K | 0.07% | −501−4.9% | Reduced |
| Diversified Enterprises, LLC | 9,728 | $873.2K | 0.07% | +1,004+11.5% | Added |
| Tyche Wealth Partners LLC | 9,757 | $875.8K | 0.19% | −2,999−23.5% | Reduced |
| Heartwood Wealth Advisors LLC | 9,760 | $876.1K | 0.10% | +9,760 | New |
| Corundum Group, Inc. | 9,770 | $877.0K | 0.42% | −1,886−16.2% | Reduced |
| Root Financial Partners, LLC | 9,818 | $881.3K | 0.09% | +540+5.8% | Added |
| TruWealth Advisors, LLC | 9,833 | $882.6K | 0.05% | +755+8.3% | Added |
| Johnson & White Wealth Management, LLC | 9,834 | $883.0K | 0.50% | +157+1.6% | Added |
| Arrow Financial Corp | 9,876 | $886.5K | 0.10% | −245−2.4% | Reduced |
| First National Corp | 9,880 | $886.8K | 0.20% | −334−3.3% | Reduced |
| Waverton Investment Management Ltd | 9,891 | $887.2K | 0.01% | 00.0% | Unchanged |
| Wright Investors Service Inc | 9,889 | $887.6K | 0.29% | −1,814−15.5% | Reduced |
| Pinnacle Holdings, LLC | 9,902 | $888.8K | 0.34% | −586−5.6% | Reduced |
| Apella Capital, LLC | 10,855 | $889.2K | 0.03% | +1,385+14.6% | Added |
| CoreFirst Bank & Trust | 9,913 | $889.8K | 0.57% | −1,301−11.6% | Reduced |
| Arnhold LLC | 9,942 | $892.4K | 0.09% | +1,000+11.2% | Added |
| Empirical Asset Management, LLC | 9,948 | $892.9K | 0.30% | −121,971−92.5% | Reduced |
| KG&L Capital Management,LLC | 9,919 | $894.4K | 0.29% | −634−6.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,971 | $895.0K | 0.31% | +550+5.8% | Added |
| Brookwood Investment Group LLC | 9,990 | $896.7K | 0.15% | +9,990 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,000 | $897.6K | 0.57% | +1,000+11.1% | Added |
| Crewe Advisors LLC | 10,021 | $899.5K | 0.13% | −235−2.3% | Reduced |
| Venturi Wealth Management, LLC | 10,021 | $899.5K | 0.05% | −621−5.8% | Reduced |
| First Command Advisory Services, Inc. | 10,024 | $899.8K | 0.01% | −379−3.6% | Reduced |
| Hickory Point Bank & Trust | 10,031 | $900.4K | 0.79% | +239+2.4% | Added |
| Graybill Bartz & Assoc Ltd | 10,047 | $901.8K | 0.31% | +10,047 | New |
| ROI Financial Advisors, LLC | 10,061 | $903.1K | 0.66% | −2,882−22.3% | Reduced |
| Convergence Financial, LLC | 10,063 | $903.2K | 0.18% | +503+5.3% | Added |
| Taylor Hoffman Capital Management LLC | 10,380 | $904.3K | 0.34% | 00.0% | Unchanged |
| Vista Investment Management | 10,080 | $904.8K | 0.35% | −456−4.3% | Reduced |
| Aurora Private Wealth, Inc. | 10,095 | $906.0K | 0.72% | −264−2.5% | Reduced |
| Acorn Financial Advisory Services Inc | 10,100 | $906.6K | 0.16% | −785−7.2% | Reduced |
| Alerus Financial NA | 10,100 | $906.6K | 0.07% | −226−2.2% | Reduced |
| WNY Asset Management, LLC | 10,101 | $906.7K | 0.11% | +1,740+20.8% | Added |
| Plotkin Financial Advisors, LLC | 10,102 | $906.8K | 0.56% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 10,121 | $908.5K | 0.34% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 10,066 | $910.0K | 0.06% | +1,111+12.4% | Added |
| Peddock Capital Advisors, LLC | 10,145 | $910.6K | 0.23% | −1,314−11.5% | Reduced |
| Crux Wealth Advisors | 10,152 | $911.2K | 0.47% | −3,114−23.5% | Reduced |
| Forefront Wealth Management Inc. | 10,162 | $912.1K | 0.84% | −90−0.9% | Reduced |
| Childress Capital Advisors, LLC | 10,163 | $912.2K | 0.26% | −675−6.2% | Reduced |
| High Note Wealth, LLC | 10,203 | $915.8K | 0.23% | −416−3.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 10,142 | $918.6K | 0.17% | +53+0.5% | Added |
| Adirondack Trust Co | 10,240 | $919.1K | 0.36% | −535−5.0% | Reduced |
| Patron Partners Advisors, LLC | 10,263 | $921.2K | 0.50% | −2,120−17.1% | Reduced |
| Centennial Bank | 10,287 | $923.4K | 0.44% | −1,553−13.1% | Reduced |
| Highline Wealth Partners LLC | 10,290 | $923.6K | 0.31% | −63−0.6% | Reduced |
| Canandaigua National Trust Co of Florida | 10,327 | $927.0K | 0.82% | +2,939+39.8% | Added |
| First Washington CORP | 10,330 | $927.2K | 0.33% | 00.0% | Unchanged |
| Notis-McConarty Edward | 10,350 | $929.0K | 0.48% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 10,400 | $933.5K | 0.06% | −1,797−14.7% | Reduced |
| Loudon Investment Management, LLC | 10,419 | $935.2K | 0.53% | −2,889−21.7% | Reduced |
| National Philanthropic Trust | 10,433 | $936.5K | 0.02% | −24,851−70.4% | Reduced |
| Somerset Trust Co | 10,447 | $937.7K | 0.33% | +2,054+24.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,455 | $938.3K | 0.53% | +9+0.1% | Added |
| Fort Point Capital Partners LLC | 10,454 | $938.4K | 0.10% | +147+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 10,463 | $939.2K | 0.44% | −162−1.5% | Reduced |
| Coston, McIsaac & Partners | 10,486 | $941.0K | 0.27% | +207+2.0% | Added |
| Perkins Capital Management Inc | 10,500 | $942.5K | 0.99% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,350 | $944.3K | 0.39% | −785−6.0% | Reduced |
| David Loasby | 12,191 | $945.4K | 0.09% | −2,027−14.3% | Reduced |
| Capital Advantage, Inc. | 9,527 | $947.8K | 0.17% | 00.0% | Unchanged |